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THE DAILY ALPHAβ»οΈ
Recorded: March 20, 2025 Duration: 1:38:22Space Recording
Short Summary
In a dynamic week for the crypto space, key developments include the launch of new projects, significant fundraising efforts, and strategic partnerships aimed at enhancing DeFi capabilities. As the market anticipates regulatory changes, the focus on yield opportunities and token launches continues to grow, signaling a bullish outlook for the industry.
Full Transcription
Yn ystod y cyfle hwn, mae'r cyfle hwn yn ystod y cyfle hwn.
Mae'r cyfle hwn yn ystod y cyfle hwn.
Mae'r cyfle hwn yn ystod y cyfle hwn.
Mae'r cyfle hwn yn ystod y cyfle hwn.
Mae'r cyfle hwn yn ystod y cyfle hwn.
Mae'r cyfle hwn yn ystod y cyfle hwn.
Mae'r cyfle hwn yn ystod y cyfle hwn.
Mae'r cyfle hwn yn ystod y cyfle hwn. Mae'r cyfle hwn yn ystod y cyfle hwn. What's up? What's up? What's up? Welcome back. Welcome back. It's the Daily Alpha. You guys
know the deal. We run a Tuesday through Saturday from 10 15 to 12. Appreciate any support.
If you guys can like and retweet the space, bottom right corner, leave a comment, tell
me what you're looking into. Tell me what you're talking about
We're also on ethos. So if you guys want to invite over there hit me up with the EVM wall to send you one over
TDAs over there you guys can give a review
Probably the number one spot other than in the bottom right corner to leave a reputable review So ethos if you guys don't have an invite hit me up. I'll get you one. And Alison Sturds up top,
which is everything we discussed yesterday.
The show has been pretty alpha packed this week,
I feel like.
And just a reminder,
tomorrow's gonna be our last show.
We're gonna run this Saturday.
So you got us today and you got us tomorrow.
So just give us some love
and we appreciate all that brother.
So love you guys.
We'll get it going.
How we doing this morning, Chief?
You doing right?
Yeah, bro doing good doing good
Uh, she woke up cold
Random ass cold front came through and everything got fucking chilly again. So
That was a nice little wake up call, you know waking up a crisp morning
Gets the blood flowing. So yeah, but been good. Um, got some, uh, like love and, and, uh,
blessings for the TDA earlier in the morning too. Managed to hook up with, uh, Jani from Ubera. So that was dope. Kind of start the day off,
uh, hooking people up and us being also blessed. So yeah, man, good day.
Excited.
Did Trump speak already?
Yes. I didn't watch it and nothing didn't say anything well nothing related to um taxes you know that's that's the
specific thing that everybody was waiting for was just that uh reference to taxes uh and no
that didn't happen yet or didn't happen at Right. He was just saying that crypto is going to be
Bitcoin is going to be the capital. This is this
crypto centric country, but nothing specifically related to
taxes going in, etc. You know,
do you think if he mentioned anything on taxes, we would
actually pump the market? I don't think we're in a like, I
don't think anything is really pumping the market. Yesterday, we had some pretty good news. And we went up to 88. And now we just basically are back
down to kind of where we started a little bit higher. So kind of like this market wants to go
down instead of up. And I don't know if even implementing 0% capital gains at this point in
the market would do anything. It'd probably be buy the rumor, sell the news. People would dump into it.
So I don't know what has to change.
I guess just some patience, some pain,
us to have a little respect for the numbers
that we're looking at on the screen.
And I do think we have to go maybe a little bit lower
for that.
So I don't know.
What are you thinking, man?
Are you thinking that we're going lower
or you think we're kind of staying in a range
between like 77 and 90 for like the next two or three months?
I mean Bitcoin dominance is slowly starting to drop. You're starting to see all coin
participation a little bit higher at least on the chains itself. So I mean this isn't necessarily a bad thing.
Ultimately you want Bitcoin to somewhat find a range or a floor, right?
And so other things can have breathing room or else they're always just continue to bleed against Bitcoin. And that's what we've had the majority of the
cycle. So I don't know. I mean, I'm not opposed to staying in this range at all for the next
couple months or shit, even until Bitcoin itself finds his floor, right? I mean, there's
plenty of opportunity in my opinion, when there's at least certainty, it doesn't matter
if it's if it's up or down, right?
As long as we know that we're gonna be in this range
and we can just expect somewhat volatility or none,
then that's kind of, I don't know,
the optimal situation in my mind.
That was pinning on some stuff in my macro folder.
Obviously we had the dot plots yesterday
that we talked about. Jerome Powell went on we had the dot plots yesterday that we talked about Jerome Powell went on stage
and the dot plots came out and the dot plots are saying
50 basis points this year 2025.
So that's two rate cuts,
which we are kind of teetering on to two to three.
So that's a right in line.
I think something else was the quantitative
end of quantitative tightening
and the beginning of quantitative easing that seemed to be discussed in that meeting.
And then Pali market is kind of put up a market up there for the recession, which I think
more and more people is becoming a buzzword in this space, recession and asking him about
Right.
Like constantly the reporters were like, Hey, what do you think about recessions?
And I mean, his answer was pretty much the same.
It's like at the current time, there's no real way to plot, right?
Or to even have some type of certainty with what you're charting for the future.
He's like, we've been trying to isolate
the correlations between tariffs and inflation.
He's like, that's been most impossible.
Right. I mean, ultimately we're going to get really close, but still it is damn
near impossible to be able to say like, this is directly related to this unless
there is no crossover in the industry at all. Right. Which is very rare.
And so a lot of people were just saying, bringing that up, like, Hey, what do you
say for Americans that the grocery bill is going up, X, Y, Z?
And he was just explaining that that's us dealing with inflation from two years ago
or a year and a half ago, right?
And we're still in the process of mitigating that and trying to manage it.
So I think that that's ultimately the issue too, is that he repeatedly, repeatedly said over and over
that he's not in a rush either, that they're just going to sit back and wait until they
can come up with some type of plan or chart, right, to see whether it's inflation or tariff
related or it's actually unemployment.
And so that that was interesting too. It's not a very hawkish,
not dovish, but very just open to see, but not rushing into anything.
Yeah, because a lot of these tariffs start on April 2nd. And Trump is suggesting that the Fed
should be cutting rates before this happens to kind of prepare for the tariff. So he's suggesting that maybe that does happen
after the next FOMC meeting.
And then Arthur Hayes was the one in,
I think it was January, December,
that was predicting that March was gonna be
the month that we capitulate.
And I can see what he was meaning now with a lot of,
he's looking at macro conditions and tariffs.
I don't know if he knew about tariffs,
but it's understandable what how his thesis was but uh he's basically saying that uh Jerome Powell
delivered uh quantitative tightening basically over April 1st the next thing we need to do is build up
uh well he says the next thing we need to get bulled up is for reels is either SLR exemption or the restart of quantitative easing.
That was BTC at 77k, the bottom probably, but stocks probably have more pain left fully converted
J to Team Trump. So stay nimble and cash out. And then Benjamin Cohen says underneath that,
he says quantitative tightening is not basically over on April 1st. They have
350 billion monthly coming off from mortgages back securities and just slowed quantitative tightening from 60 billion a month to 40 billion a month
People are bull posting people are predicting things. I
Guess Bing knows a little bit more what's actually going on
But whatever, you know, we'll see if I do think if they end it on April 1st, you probably see a rise in the stock, rise in our crypto prices and stuff like that, because that kind of says we kind of risk on and that kind of stuff flows into altcoins. So that's what happened. That's what's going on. The market seems to be a right around 85k right now. And I would imagine
tomorrow it's be lower. I don't really think anything's going to pump this market in my
opinion. But just a little bit more of what I found. Trump media execs are launching a
new SPAC aiming to raise 179 million to acquire high potential businesses and cryptocurrency,
blockchain, data security, and dual use technology markets based in the US. So pretty bullish.
I think once we start getting regulation, you're probably going to see a lot more people put their money into the space.
I saw, who's this, Jason Yonowitz, basically talking about this digital asset summit that's going on. And he says that there are dozens of chats with founders and execs
that you exchanges are racing to offer equities.
Asia exchanges are racing to enter and re-enter the US.
All crypto exchanges are sitting on a lot of cash and highly valued equity
and they're accelerating the above acquisitions.
And everybody's thinking about launching a stablecoin. So there's a lot of people sitting on the sideline with money and waiting to
pounce once there's regulation. Everybody wants to offer a stablecoin. Asia wants to offer crypto
markets here in the United States. You already seen the kind of the revival of Binance US and
I'd imagine we'll see a lot more coming to the United States. So I think the kind of the money
sitting on the sideline right now
and waiting for regulatory approval.
And once that kind of happens in August,
I feel like you'll see an influx of new VCs coming in
and people dropping stable coins and new products.
So I think we're right.
I mean, you see even stable coins
and being minted at an all time high again.
I mean, I turned off alerts
because that shit gets kind of annoying,
but over the last couple weeks right just millions
and literally billions of I guess dollars getting minted into USDC or USDT I mean not necessarily
dollars but just currency right just being minted into stable so yeah that's that's always good news
of just money on the sideline and I saw this kind of lining up with his thesis
of people sitting on the sideline.
Kyle Dupes, the crypto VC crisis.
Venture deals are drying up
with only 116 deals in February,
down 60% from October, 2024.
Risk appetite is fading through monthly investments,
still hover around 1 billion.
March saw a 2.3 billion surge,
but mostly from MGX, a two billion stablecoin investment,
it's a Binance, the first major institutional backing.
Is this what a slow phase or VC losing faith?
So I personally think that this chart is people
just holding their money until there's actually builders
in this and there's like approval and a guideline.
So I think the why VCs are kind of drying up is there's really like nothing really that's
no, a lot of stuff that's built in the space during the bear markets tailored to deegens
and like meme coin trading.
So I don't see VCs investing that.
So like the utility side, everybody bitches that because the VCs get, you know, early
rounds and the high token low low or a high
evaluation low token floats. So I really think that for the next
phase of builders to come in here where VCs are going to be
invested spending thousands and thousands of their dollars, I
think there has to be regulatory approval. And actually new
companies from Web2 are just new VCs or new products come into
the space. And then you'll probably see this investment
round go up sometime probably in late 2025 or to 2026.
So kind of interesting to kind of see like how VCs are moving.
We're at the lowest point ever.
And I kind of think that is basically due to them just waiting, sitting on their hands,
waiting for regulatory approval.
And once that happens and you see businesses coming in, you'll probably see VC investors
pick up.
Well, you're no longer, you no longer have that much of an edge right or a head start.
I mean ideally deploying today versus deploying six months from now.
How much you know community building and actual infrared development was significantly done
in those six months right.
And if in six months there's actual full blown regulation and my money is either insured, backed, somewhat protected
has you know i don't know stipulations to it why not wait six months it was a different story i'd
say like let's just say two years ago three years ago last cycle right uh shit even a year ago
you were still at the like the preface of all of the industry boom.
There was no official government stamp.
ETFs were barely making it out, right?
It was still outflows instead of inflows.
Now, I mean, it's on the, it's a main character.
And so why not just wait until main character has rules rather than just get
burnt by some, uh, I mean, D-Gen, right? Some, some I mean D-Gen right some some
scammer D-Gen who can put together a pitch deck who knows who's been around
and knows what to say knows how to pitch you because I mean that happened
countless times of people just getting got because of someone knew what to say
knew what to show had the correct amount of followers whatever the metrics were
so I don't know I just don't think that there's an edge or a need to deploy now. Especially it's a brand new fiscal year. So it's just a lot of
things that are playing into when they'll come in and when they'll start actually using money.
Right? So they have X amount of months before they can get a second round of funding and they have
to even either talk about where that money went for the first round or not So I don't know we do got a while. It's lining up. Like you said towards a like August really fall
Yeah, I think this is kind of like the bottom of this graph like when we look at this maybe six firms
And now I think this is probably the lowest you'll see VCs the number for VCs. So
Also, this is pretty I like using this chart more and more to kind of follow the money in this space.
Yesterday we talked about like what the flows are on from D-Bridge.
A lot of it was going to Arbitrum in the past few days and it looks like a lot of that's flowing back into Solana.
So the top inflows today are Solana, Ethereum and BNB and base.
So BNB is having a nice surge.
A lot of people are talking about bridging back over there.
CZ is back.
I mean, he's going crazy on the timeline, dude.
He's changing PFPs, doing some off the wall shit.
I think he had even, did you see his tweet this morning?
Someone talking about how he's been just killing the game in terms of what's it called?
Clout and gain is count, right?
In just 10 days, CZ gainedz gained 70 000 followers crossing 10 million
no other crypto ceo has 10 million congrats he's like but what's the secret uh not only that he has
his uh full-blown middle eastern fit on in his new pfp and he has been just active right on the
timeline tweeting interacting with shit coins buying coins so I think that
that's also a new era of crypto founder right we we had sbf somewhat do that but ended up
being the bad guy uh cc's always been somewhat of that good neutral chaos and so to see him
out and active I hope it entices more people uh to come out and do shit and not just tweet communism
You know take notes by time
Yeah, I mean I was about to say we had vitalic try that and then all he did was put on a Malay de and tweet
The word communism and like you know what I'm saying like he's like, oh fuck never mind. Never mind
Go back go back go hang out with Ruzi
CZ is like all in competency like a Ethereum is built by Vitalik, right?
So he's kind of just like a product builder.
But like CZ owns exchanges and shit.
So it's like he has other ways to like incentive people, incentivize people.
And his words mean a lot more than Vitalik, because, you know,
Ethereum is kind of like a decentralized protocol.
And it's kind of the ethos is like no like no one word or no one person should affect it.
So like the fact that CZ has all these levers
and all these pulleys he could pull with his words
to like incentivize what he says on his exchanges
and make people money, I think is the main factor.
Cause like Vitalik could say Malady
and Malady will go up three ETH,
but it's like he really doesn't have a lot of pull
other than he doesn't really do the shill shit, right?
I guess if he could have said mog or he says other coins it probably would go up
But he's really not into that into that pumping bags
thing that CZ and these other like totally and these other central figures like to do so I
Think that's why they're like removing them
They're trying to create like an Eats foundation so they can have like a central figure to kind of pump culture
Yeah create like an ETH foundation so they can have like a central figure to kind of pump culture and stuff. Yeah. This is past, I guess this is kind of rumored, Canary files an S1 for Pingu, Pudgy penguins ETF.
Kind of remember like VanEck has a Pudgy penguin and people are speculating that VanEck might launch a meme coin ETF
and then we saw like the Trump and all these other people saying they're gonna launch their own coin ETF so this fits right in par
with like the ETFs and stuff you're probably gonna start seeing Dogecoin
ETFs and stuff like that so the fact that Pingu and has these kind of built-in
relationships with like Vanak and and these other people I could definitely
see this taking off I'm not saying there will be major inflows into any of this
stuff like why would I don't know like like, I, I really can't see like, looking at this and saying, well, I can't believe
there's 200 million inflows in the Van Act fucking Pudgy Penguin ETF. No, but that's the thing. It's
like, there'll be a inflow, one, two strategic round acquisitions, and that's your chance, fam.
You know what I'm saying? Like, you're not going to sit here and think that these guys are going to
continuously just buy and no, no, it's like, Hey, strategic partnership.
We go, we acquire 50 off of the floor, 10 off of the floor or,
or strategic buys and stuff. Right.
But a lot of people think that it's going to be like, they're not market makers.
They're partners. Yeah. Will there be some market making involved? Yeah,
potentially. But ideally that's not like what they're being brought on for, right?
It's not, yo pump the pudgy floor.
We got to drop some new cards next week.
And so that's another thing too.
It's like, yeah, you'll get that pump, but that's what you do.
You take advantage of the pump and then come back around and you know, like, okay, cool.
We still got the VanEck, but like after the pump, VanEck will still be there.
Right?
That's the beauty of all this shit.
Like, their backing doesn't vanish because the pump
and the price went back down.
And so that's when we get to take advantage of this
and get something that now has XYZ a little bit more validity
because of it, right?
100%.
Yeah, so that's new.
Oh, I pinned up something to the top.
Bitcoin Magazine dropped. I think it's a pretty interesting just a tool for anybody that's interested.
And I also think that businesses are going to start to kind of just monitor this right
on the low end the same way that we watch wallets.
What better wallet to watch to see how exactly Bitcoin plays out for your business than micro strategy.
So we're excited to announce a complete treasury analytics tool for micro strategy bitcoin
holdings is now available on bitcoin magazine pro.
All the data imaginable is available completely free to help you track micro strategy and
sailors BTC accumulation.
The home of treasury data is here.
So I think that that's going to be something that, you know, financial advisors, people
that are at risk analysis and stuff like that are just going to have and always use now
as comps and have the ability to even track wallets, right?
Like, yo, look, MicroStrategy is buying again.
Let's see how it affected XYZ.
So just having this stuff public is one of the beauties
of blockchain that in traditional finance is not available. You don't see how specific moves impact
a balance sheet, impact the business's stock, nothing right? You see it months in delay and I
think that the beauty now of blockchain is that now this is all real-time data. It can't be hidden
It's all public and so boom I can now sit here and try to convince if I'm a local bank
We got some money some cash sitting to the side. I can walk up and say hey man
Look consider this check this out. Look at this tool
Look at every day look at the strategy that they have look at where they started and start using that as almost a
Kind of a little inception pill to orange pill them in, right? So I don't know, simple stuff like
that as tools, I think go a long way, especially in TradFi, because that's all those guys will
look at is charge numbers and then they'll match the narrative if everything looks good
on that end.
Yeah, yeah, this is something that we're going to be looking at in the bear market because
I think a lot of people are kind of like, I want to see how this does in the bear market
when the unwind happens and his liquidation levels are hit.
So people are going to be staring at this chart, I feel like in like two years from
now and it's all going to be like, oh, we got to wait till this last cell or this last
liquidation and then we can hit the bottom.
So we'll see.
But it's something you've never been able to do in real life or in real time for any
other business.
You don't know how close they are to I mean, you can kind of do it,
but it's a quarterly report.
You know what I'm saying?
Like, and you look at earnings.
So it's like, you never have that at least.
This is accurate to roughly a couple of hours.
I mean, if you want to say that, you know.
Yeah, that's awesome.
I think you're seeing more of this, right?
More transparency.
A lot of stuff's going to be on blockchain in the future. It's gonna be trading 24-7.
So I think a lot of you'll see a lot more
businesses and stuff in the future probably have this live view of what they're holding and like what the work is in lifetime. So
It's either
Display it or it'll be displayed. Anyway, you know, it's one of those things
You either embrace it or someone on the back end is just going to make a Dune dashboard and do it.
So it's like, all right, cool.
It's either I think you have to embrace the technology at that point.
Yeah. And then there's a little bit more news with this Pudgy penguins thing
that Luca just announced from igloos is today, uh,
Pingu and Pudgy penguin NFTs were included in an ETF filing by Canary Capital.
Um, so today canary capital filed for the first of its kind ETF that includes both Pingu and Pudgy Penguin NFTs. We're ecstatic to have both
Pingu and Pudgy Penguin NFTs included in this new innovative filing aimed at pushing the boundaries
of crypto and ETFs. We believe that Pudy Penguins is the face of crypto representing innovation and mass adoption of blockchain technology. Being included in this filing is a strong
validation of its beliefs. So how does that even work with a non-fundrable token? Do they
have like a treasury that you can buy at the same time? How do NFTs included into an ETF?
How does that even work? A basket. I'm not a... So do you own like a fraction of an NFT? Or do you... Is that
fractionalized NFTs? Like I'm, I'm not like a, you know, an expert here, like of
how all these ETFs work. Like obviously I'm in crypto and try to figure, you
know, find the stuff out on a daily basis.
I don't know exactly how to say like their backing is if it's one to one,
let's say per buy.
But ideally they would have a stockpile that people could opt into purchasing a percentage
or like in a basket, it would be included as one of the assets that influences the portfolio
to a certain extent, however they weighed it, right?
Probably on the lower end.
And so at that end, they only have to accumulate
a very small threshold in order to be able to offer it,
even as an offering period.
So like I said, one initial buy, maybe two,
if it fills, you know, if there's that much demand
and they see substantial price action with it
and it even works, but even depending on how they weigh it
and structure it in
the ETF itself it'll be either a self-fulfilling prophecy or it won't be right if they weigh the
NFT higher because of the way that it can move in the its volatility capabilities its distribution
versus the tokens then they can pump the ETF's value because the NFT is more manipulatable versus
the token itself.
So I don't know pros and cons.
I think it goes into somewhat of a lawyer world.
Yeah, for that, you know.
Yeah.
So I'm guessing I mean, there's a whole documentation there that you guys can read.
I'll probably put that in chat.
You've got to be after the show and do some more diving into how this
all works, but we've been talking about Zack X PT X Zack X PT and
he's been following this hyper liquid whale around and apparently he
identifies his identity
Let's go. I mean you guys all kind of know how it works the BTC longs and hyper liquid fdx
BTC longs and hyper liquid FDX. I think it's interesting how he found them. So
I think it's interesting how he found them. So
Analysis for the X account used by this guy indicates that he likely purchases at a point in time recent name changes years in activity
Aged account I saw a follow from crypto catalysts who posted links to multiple fishing sites plus were
plus were applied to people using the trick them. I reached out to the real Sam
Applied to people using the trick them. I reached out to the real Sam
scam snipe sniffer about fishing sites who regularly attacks him. A public address for
the hyper liquid whale was set as the drainer fee receiver on the projection.fi fishing site in 2025
of January. And there's his addresses. And that address also received about 17k in January from
2025 from another fishing draining
customer prior where these wallets became tracked this month.
Then the wallet was the first EVM address used by this other wallet.
I trace the source to withdrawals on the Solana from four casinos.
I reached out to one of them to clarify the funds came from an input validation exploit
on a casino game
I was provided with a now deleted TG account. It's like 777 does this they have
Negotiated with a with the exploit exploit or form are from the performed OS I&T
To find posts by the account in TG groups. I found three posts in a GMX group from the same TG idea I was asking for help to also verify it was
the same person I saw the posts were around the same time as
this wallet was trading on chain. I tracked down the recent
payment from this wallet to an unnamed person who confirmed that
they had been paid by the hyper liquid trader. They provided a
UK phone number used to communicate with them.
Public records revealed the name William Parker
is likely tied to the number.
So who is William Parker?
Last year was WP was arrested for stealing 1 million
from two casinos in 23 and was sentenced in Finland.
Prior to this, William Parker was known as Ali Stare
pack over William Peck over before later changing his name and also early 2010 AP made multiple news headlines in UK for fraud charges related to hacking and gambling matches the ages in the article.
It is absolutely abundantly clear that William Parker.
William Parker has not learned his lessons from over the years serving time and fraud and will likely continue gambling
Currently the funds primarily sit here and here's a quick TL a dear TLDR of those people who have a short attention span in January 25
After exploiting the casino game and fishing victims a person previously charged for multiple crimes gambling six figures into 20 million using high
leverage on change so Apparently this guy's named William Parker.
That's how he washes the bread, bro.
That's fucking wild.
I mean, because back then we were dumb as shit and we just send it to tornado cash.
And we thought, you know, like motherfuckers really thought that that was that was what it was.
Right. Tornado cash.
Whoo. And then now, you know, there's gift cards and all this.
But no one had ever thought to actually
like trade with it because most of the time they're not good traders, bro. Like if you actually know
how to leverage trade, you don't really need to be scamming like that. Yeah, like this size helps you
move markets now because you're not just playing charts. So he's moving markets. But ideally, like
no one really thought that because you have to
at least be good at what you're doing too or else you're going to lose all the money you just scam
for. So it's like you risked your life doing a crime or you risked yourself doing a crime
and then imagine just getting liquidated on a Sunday because some bozos didn't like you.
You know? So it's stuff like that. Like you also got to understand. So that's another reason why I guess most people weren't trying to hide their crimes like this. Because,
I mean, that's why, and you confirmed it, he's been in trouble like a bunch of times.
He's been doing fuck shit and scamming his like damn near his whole life. So that which
makes sense because a novice person wouldn't, oh, I'm going to go fucking put a $400 million leverage position
on Bitcoin and, you know, on 20 X and just hope I hit.
I mean, that's that's a ludicrous.
So have you seen the guys on TikTok that go to the casino every day with $100?
It's starting to become like a TikTok trend.
I've seen like two of them guys are gaining massive following.
They basically take $100 to casino every day and throw it all into one thing and double down on
Blackjack or craps and they see how long they can go
Until they like double up their money or lose it all and like it's basically what we do in crypto every day
It kind of seems like it's not because we're all on chain and and this stuff kind of seems like oh, we're doing shit
We're farming a protocol
But a lot of the times we're doing is just putting a hundred dollars in the slot sheen pulling the lever and seeing if we could
2x a lot of time and the most of time it's we're doing is just putting $100 in the slot sheen pulling the lever and seeing if we could 2x a lot of time and most of the
time it's we're losing money not even making money in this space so.
Not great but I mean you're the runes guy I saw this yesterday I mean I have a
thread up here kind of describing it could you fucking articulate what is
actually going on with runes agents if you guys haven't seen Rodimor just announced it. I didn't get to finish it. I started halfway watching it and I didn't finish watching the video.
I mean I know that the agents are gonna enable
the ability to bypass the splitting of the runes and the
sniping capabilities because that was one of the things that runes weren't snipe preventative
and so ultimately if
it's going to be on an AMM, it has to be snipe preventative or at least be able to live in some
type of isolated ecosystem or wrapper to trade, to be listed or something like that, right?
And so that's going to be a new push in Ord 1.0.
So, I mean, it was a good listen so far from what I got to.
I mean, the beginning is mainly just him explaining
the differences and the stages that we've been on
in Ordinals, right?
From alpha to beta to all that kind of stuff.
And then he goes into some of the talks about changes
that'll be coming, easierier or wallet itself, right for use for anyone that uses the or client
versus like an X verse or something like that or a sparrow.
Most creators will use the or client, but just just small technical stuff.
But yeah, I hadn't got all the way to finishing up the agents or finished watching the video.
So I mean, any thread you have in some context
for us to walk through would be awesome.
Yeah, Scribe put a whole thing together and I put it into Grok because it's pretty long
and to kind of get a TLDR what it is. So Ordinal Agent introduces Ord 1.0 enabling automated
transactions on Bitcoin layer one function like smart contract wallets without requiring
traditional smart contracts.
Real quick, just for context, Ord 1.0 is not live yet. So for anyone listening, all this stuff will happen once Orde 1.0 actually goes live.
So this is all what's to come.
Yeah, and then like the smart contract functionality is something that we talked about with like Fractal, like the covenants and shit like that.
So I think that's kind of what they're talking about is like covenants, smart contract functionality.
The development of ordinal agents allows Casey
earlier ideas about light pools and native DEX hot wallets
now integrated into protocol by Casey and RAF.
Bitcoin's lack of native smart contract
has historically limited the DeFi capabilities,
but ordinal agents bypass this
by using interactive transaction construction
via PSBT and predefined policy.
Yeah. So what isn't PSBT is like a like a neutral state that two parties can like do
UTXOs on or something. Yes. You can construct it into a neutral state most of the time.
PSBT is just a partially signed Bitcoin transaction. Right. But you can set it up in two different ways. You can set it up in
a isolated only you can interact with the PSPT that I make, or I can change the opcode to have it.
Anyone can fill that, right? So almost like an order book. And I just need the same selling my
bear. I need one Bitcoin. If I have it as an open opcode,
anyone can walk up and interact with that UTXO.
If they deposit the required one Bitcoin, it actions, right?
It executes.
Now, opposite, if it's a closed system,
then I can isolate it specifically only for your wallet address
and it'll stay there until you come and tap in.
The automated DEX, right? And that's kind of what you were breaking down or what he was breaking down.
It's still a peer-to-peer system but you can now multi-layer level right transactions. So the same way that we did one PSPT, you can now chain react PSPTs together and having
it inside a DEX wallet.
So it'll still function on L1 Bitcoin and still function through ORD client.
It'll just be a sequence of just chain reactions, so to speak.
I mean, I guess that's the easiest way to do it, right?
Instead of a smart contract, which is one executable file or code
that would do it all.
This will just be a chain reaction of peer to peer
transactions, I guess, or peer to peer interactions.
Interesting.
And then the last part of it is proposed like Opcat
and Opcat TV could enhance Bitcoin composability
But their adoption remains uncertain. I guess is interesting making ordinals agent a significant interim innovation. So
Apparently this is only applied to runes
You could also apply this to ordinals and how would that work with having smart contracts on ordinals? I
checks on ordinals. I don't know. That's interesting.
Don't know. That's interesting. It makes me start to think
It makes me start to think with block 888888 coming up,
does the Rune Dev have knowledge of this and maybe is
building something for Orde 1.0?
I think that would be kind of the best possible scenario is,
you know, something there's some kind of communication in
the background with Rune Dev, our builders,
actually implementing stuff for this 1.0 that go live.
And when it goes live, there's actually stuff like DEXs and stuff ready to go.
So I don't know, man.
I don't know.
I don't know how I feel about it.
But it definitely will start turning the gears and the builders and Bitcoin and maybe we'll
get some new stuff popped out based off this.
I think the one I don't know if runes will be so much innovative or people care about runes as much but
maybe ordinals a little bit more I don't know so well how does this help it I
think it's the other way around I mean this doesn't really do much for
ordinals itself the digital assets a digital asset I mean you can open the
trading capabilities to go around using marketplaces with all this. But I mean,
there's really no need to do that, right? You can already go around marketplaces if
you truly want to. This is primarily literally for fungis. So for tokens and stuff like that.
So that'll be the biggest upgrade in that sense. And then for the Ornals themselves,
you can implement galleries and start playing around and potentially offering DeFi options if you like.
Kind of having chain reactions based off of staking or not. I mean,
you see CCs controlled doing some type of a staking game in that sense. So
this opens up for a gamification, but I'm not sure a lot of people want. I mean, or I don't know
what people want honestly, but gamification to this extent on Bitcoin. I mean, we've learned our lesson years ago when you know, the native yields and these crazy
APYs and APRs when it came to Bitcoin staking. And that's kind of why people
were turned off from native DeFi to begin with. And I don't know. So it'll be
cool to see exactly how this plays out for us and if people utilize this, but I primarily see this being used for like rooms,
a runes, AMMs, and also, uh,
just gamification around fungible tokens,
but not so much in the, in OMBs and OMB kind of,
it won't really gamify or change that, right? Yeah,
we'll see. I go ahead a Kramer
Let's go Kramer then moto. What up Kramer?
Maybe
Discuss the galleries so you didn't miss too much on that
Casey definitely expressed a lot of enthusiasm for Bitcoin and
reluctance for other points, or chains rather, which was kind of not surprising, but I've never seen him so open about it.
The second half, they got into the Horde update, and the biggest takeaway for me, outside of
what you said, is auto rooms. You no longer have to take
the extra steps well in the future to list and separate rooms. Someone wants to buy part
of your bag they can buy part of it not the whole bundle.
Yeah the the gallery is one right it's uh so originally for those of you guys that weren't
The galleries one, right?
It's so originally for those of you guys that weren't here in the beginning of
when Ordinance came out, there was no way to do parent child provenance, right?
That was added maybe I'd say six to eight months after the protocol was live and
required you having the actual parent inscription itself and kind of passing
the child through it, right?
Through the wallet.
Um, that was implemented, as I it, right? Through the wallet.
That was implemented, as I said, further on down the line. So a lot of these OG collections
that have either titles or a genesis.
So the Bitcoin shrooms actually have Bitcoin shrooms
written out, that was their parents, right?
And then they have all the shrooms that go underneath.
The galleries are a way for you to create a master list,
so to speak, on chain and have that be the primary pointer. So let's kind of break down how it works.
So right now, if I was the creator of Bitcoin shrooms and I wanted my collection on Magic Eden,
I would grab a text file and I would say,
hey, these inscriptions, every inscription on here
that has these numbers belong to this collection.
I'm the founder, this is me, this is my proof, X, Y, Z.
I upload it all into their creator portal.
They approve me, they deny me and we move it along.
If Kramer walks up and he says,
hey man, my shroom was stolen. You know,
this person took it out of my wallet, this and that. I actually have options, which is something
that in ETH and Solana, most collections don't, right? I can look at Kramer and say, well,
you've been such a pivotal, you know, let's just say, piece to this ecosystem of building Bitcoin shrooms, of
building ordinals.
You know what?
We're not going to let the scammer win.
I'm going to remove your shroom out of the collection.
All it takes is me going on to Magic Eden, pulling up that JSON file, finding his inscription
number, deleting it off of there, and within probably a couple hours, that shroom is now
a floating inscription.
It goes from being worth one Bitcoin, whatever it is, to zero because of that.
So parent-child provenance stopped all of that.
A lot of the collections that were made beforehand still have to go through the process and you
still have to go through the process today of going through Magic Eden.
But if there is parent child and you, for example,
take out my shroom, I can go up to Magic Eden and say,
hey, this is the original file, it's all parent child.
I'm clearly a part of this collection.
And that's it.
There is no questions.
There is no talking to the creator.
There's none of that. Right?
It's on chain that this shroom is a part of the shroom collection. It doesn't matter if
it was stolen, if the president took it, the Pope or Sotheby's. It's a part of this collection
because of on chain provenance. And so that was the biggest change. Now with galleries, creators, right, that happened to be in that window before parent-child existed, can now go and submit that list, that JSON file that they put in Magic Eden, and make it on chain, and connect it all on chain into one inscription one file and now if I'm a builder if I want to airdrop shrooms if I
want to see who's a holder of the shroom collection if anything I don't have to go to Magic Eden.
I can go to that one inscription and it has everyone that's in this shroom let's just say
tree their family tree all there right so it'll be a way to on chain tie together
Right, so it'll be a way to on chain tie together all of these inscriptions rather than it
Depending on the mood of the founder and how close or good of a relationship you have with it now
Ornals going on two and a half years or so
We've only had a handful of cases where this happened
But we've had a handful of cases where this has happened when it shouldn't have right
I mean, I personally know two or 3 founders that have done it. I think we're at about 6 or 7 assets that have been removed
from collections on chain just due to hacks xyz. So, fucked up. Yeah. There is a way
to fix it. If you're not using parent child then you're really not proving any kind of
provenance and you're not taking advantage of the ability of the chain and if you were before that time period the galleries is an update for
you and for everyone else to be able to tap into and prove what's a part of a
collection what's not and establish some level of family tree going forward and
I also think that it's dope for artists right think of it as a catalog of all
your work you can isolate specific catalogs and curate.
Let's just say, hey, this is one set of works
in this gallery.
This is a whole nother set of works in this gallery
and submit different set of works to museums, et cetera.
So I think that this is gonna open the door a lot
for the artist side of things.
And ideally it'll help them.
And it'll be cool to see if anyone uses it
to actually establish provenance.
And if collections that weren't included and didn't do it help them and it'll be cool to see if anyone uses it to actually establish provenance and
if collections that weren't included and didn't do it are going to take that step forward
and establishing themselves on chain or are they going to leave that ability to be added
or removed at the discretion of whoever is doing it?
You know?
Yeah, it's kind of complicated to be completely honest, but I do see the benefit for it.
What was the last one that fucked with the floating?
Was it Base Angels?
Who was?
I remember we were talking about it a few years ago.
People were moving inscriptions.
There's a couple bro.
Paz from Ordinal Faces did it.
Boo admitted to me that he did it.
Pizza Ninjas did it. Wizard of wards did it.
Like there's a good I mean a lot of the big ones right have kind of not
necessarily bent the knee but did so in order to cater towards their community
but I mean Casey literally said this in the stream he said if you steal a
Picasso does that make it not a Picasso anymore? No I mean it's
now a Picasso with a story right it's a Picasso that got fucking stolen and it's still a Picasso
I mean it's just not with the rest of the Picasso's and you see that in museums all the fucking time
bro literally there's museums that leave blank spots in collections because the other piece is
being displayed at a different museum and it's
on some like shame you bullshit like yo why is there an empty spot here oh because xyz museum
has our piece on display and they refuse to like return it back home to be with the rest of the
collection you know like this is a thing we saw that with open sea didn't we see a lot with the
dcm a's and shit where they're like the value of the NFT would go to zero
Because it's not being promoted on the main marketplace, but it's like it's still on chain like yeah
No, dude, it's just wild because it's like literally in trad art
They will do that they'll leave an open spot and it'll literally be there written
It's like where is this and it'll be like on display at a different museum and it's like hopefully one day
They'll return it to its rightful place among the collection or with his brothers and sisters and you're like
damn so it's like it's not uncommon for pieces to be missing and it's still be
used as a part of lore but anyway yeah I mean this just makes things permanent
which they should have fucking been permanent to begin with this Bitcoin oh
yeah baby you know today is it's fucking beginning of March Madness.
Do you did you fill out your bracket on Twitter?
I don't know if you guys seen that, but there's a there's a bracket on Twitter that you could fill out.
And I think there's like a prize that you can win off of it, too.
So March Madness starts. I think it starts right now, dude.
They want to go home and watch some college basketball after we're doing this today.
It's one of the best things to do during March to wait for baseball season.
But Modo's up here. We got today's mints up
top also. There's some corrections on that too, but
we'll throw it to moto.
You know a fun fact that the week of March Madness is the
number one week for vasectomies, bro.
Yup.
Lots of dudes just sit home with their nuts on ice together.
This is the best timing for Thursday and Friday. Yeah, why
not? If you're gonna get a vasectomy and they tell you to sit down and rather be entertained at 11
to 12 instead of watching the prices right all day like just
imagine any other week you're sitting there watching like
comedy romances and Netflix and probably you know bored out of
your mind and this is the only time where men actually have
something to do at 11 o'clock in the morning and it's college
basketball. So let's go. I think I have Florida winning it all this year. So we'll see how it goes. What up, Moto? What's up guys?
How are you? Men should be in the TDA at 11 o'clock in the morning. That's what they should be.
But no, I just wanted to say DeFi Dungeons, man, 29.5 million. And I'm just looking at it.
The vault's just going higher and higher
Oh, my little percentage is not gonna make shit. I know
Like yo, what's my thousand dollars gonna do when there's 30 million dollars in here?
But yeah, the caps at 30 million. Oh, there is no cap. It was time
The cap the cap was 3 million, but it was timed for 24 hours
Yeah, and then everything that exceeds three million they're gonna prorate it back to you
So if it goes to 30 million and let's say you put a thousand dollars, I guess they'll send you back
900 and you'll have yeah. Yeah, that's what I was saying. So like that cap was fake X
I mean there existed the third three million cap
but that filled up within 20 minutes.
Like literally within the first 20 minutes,
that three mil was filled.
And so it has no, it's a time cap now.
So it's just going crazy.
It is going crazy, man.
So I don't know.
I mean, for them, how they see it,
cause I've been talking a bit with them in the discord,
is that this way, like it'll get to more hands, right?
The more people that have it,
it'll be more potential users
or maybe people that use it to play the game.
So we'll see.
But yeah, I found it really crazy that it's at 30 million
and that it hit 3 million within 20 minutes.
We didn't do it any just, I mean,
we basically talked about it nonstop for two weeks straight.
So, and then you had EZ put a video out the day before. So you pretty much had everybody basically talked about it nonstop for two weeks straight. So, uh, and then you had easy put a video out the day before.
So you pretty much had everybody on knowing about it and no one was like
caught off guard with it.
And if you wanted to put money in it, you knew it and you knew the time.
So we'll see how it goes.
Like, you know,
coming out.
I mean, I'll just put it like that.
If you, if this vault is going crazy like this I'd be looking at you know having some money
to the side or even preparing myself for the NFT asset that comes out that connects to
the game right I mean you ultimately will probably need the asset it's gonna be a key
component so I'm just saying have some money to the side because there's clearly demand
and so I mean if we don't get anything from the tokens which now at this level I don't
think I'm gonna get shit for what I put in.
Then I'm gonna be looking towards NFT.
Yeah, I think there's three NFTs. Similar to how the heist played, there's three different monkeys.
The different monkeys had different powers and different APYs and different, you know, shit you could do.
So, yeah, there will be tiers. I'm looking forward to the game. I mean, just even not even playing the game.
I do think the NFTs will be valuable.
I mean, the play heist, those apes and stuff,
they went up in like 10 soul from the base.
Yeah, that's what I'm saying.
Like just that play alone,
I think is gonna be a cook, right?
And a lot of people are gonna be like,
I mean, you have the demand
and they're gonna get their refund back.
And so what are they gonna do?
They're gonna prepare to ape the, I mean, like you said,
Moto threw a thousand in expecting to get a decent amount of tokens.
Now I'm not going to get no tokens basically, or I mean, hopefully does,
but in general he's gonna be like, well, I still got 700 bucks.
I might as well go for the NFT or buy it on secondary
as planning on spending this money anyway, kind of thing, you know?
Yeah, 100%.
I think it also, yeah, thank you.
I think that also induces FOMO
because people are seeing this vault go up
and they're like, shit, I feel like I want more.
I wanna get some actual allocations.
I feel like I want more.
But yeah, I know, I mean, you guys,
I don't think it's too late in the Discord.
As of last week, they said there's still
like seven to eight
hundred white list rolls to be given out and they're not really giving it to
people who chat much in the discord I think they're looking more for people to
make content on eggs and maybe even collab so I don't know if you guys want
to check that out but yeah I know it's there's still 800 spots to be given
so what hopping in the discord and just
China
I don't know if there's 800 left to be because we I've seen them giving them out to a lot of people already
So I think it's less than 800. I think he had 800 start
I think there is like a small collection and he's getting out some of the soul flair and some other og communities
So they got this point is gonna be really hard to get those entities from
Me trying to get some for us, but I've pinned up the min schedule
Dragon punks on abstract base VC this one drag by JVM
It's called dragon punks on abstract. I was dragging these nuts
Dragon punks on abstracts.
I thought I was dragging these nuts.
Oh, there you go.
The charts by JVM eyes, the one that I talked about yesterday that's giving you XP on OpenSea.
It's on base. There's a 10k collection.
The pre-sales 0.01. The official drop 0.016.
General of art collection on base. The art is good and concept is unique.
It is currently trading at 0.027 floor price.
And the second and third phase will start later today and experiencing
Make the supply skyrocket intense cheating small profit
But they're giving out those shipments on open scene those XP and this has something to do with it
I know that you know open sea has given hints on how to gain XP
They've told you have you made an NFT purchase and swap on Apechain? You got 100 XP.
Now they're kind of promoting Ronin on there also.
So I would keep track of some of this low price stuff that's minting on here.
Just mint it and trade it and you'll getting 100 XP on OpenSea or even more.
And I do think that's going to be a pretty crucial stat whenever people start figuring
out their retro XP.
So just wanted to bring that up. And me Barrett didn't they they delayed today
right chief yeah I mean the lore is that the Teddies attacked them and that you
know they got delayed to the 23rd yeah so the 23rd which is Monday the 23rd is Sunday. Sunday? Shit.
I thought it was the steady-titty rated till the 24th I thought it said.
No, 23rd.
Alright, well we'll keep up to date with Janny and whatever the fuck he says.
And then call that hotline for anybody that's interested.
I mean, yeah, I was like call the hotline, it's funny.
So, that got posted. It's funny. So That got posted like a rave right?
It's like a rip like you press for our four and then it says I want to take your voice
And you leave a message and it says after you leave a message call back and hit five and it just turns into like a five
Minute like song it's actually a vibe dude
I was actually like dancing to it while brushing my teeth and shit
So I thought there would be like a like a reward at the end of listening.
It just ended. I'm like, you fucker.
I called him back and custom out for making me.
They did. I think there was a reward early on when they first dropped
the song or the lore like months and months ago.
But yeah, I mean, shout out to Barry.
Like I said yesterday, he reconnected me with Janie and just
we managed to get the TDA a
good amount of spots for phase one and phase two.
So I dropped the list earlier in the chat if you were included, kind of swapped it up.
So if you were included in the guaranteed steady teddies, then you got guaranteed me
bearer and just kind of did vice versa.
So just making sure we take care of the you know people that are helping and showing us love
Have a question English. Can you come up here me and bongo were on my live stream yesterday and we were looking at the taproot wizards
Collection and starting by traits to kind of see what the rarest trade is
And the whole collection is a black hat there's only one black hat in the whole collection
I'm like that's kind of lame that just have a black hat and I'm like, what am I missing? What's the Lord?
Black hat hacker is that what I mean? There's white hat hackers and there's black hat hackers
It's it's the rarest trade
There's a trade guide that someone made
Full Google spreadsheet that you can check
it out and see all the individual traits index.
Ultimately, rarity is determined, quote unquote, determined by one, the eye of the beholder
to the artist of the collection.
So just because the numbers say rare doesn't mean it's rare, but it is.
So just look at it that way, right?
These things can change.
This is all subjective. This is just data. You make whatever assumptions with the data you'd like. Yeah, and I
think it's golden beards, kobe sunglasses, spacesuits is second. I think there's only six
spacesuits. What up English? Is the black hat black hat hacker? Is that what it stands for?
What up English? Is the black hat black hat hacker? Is that what it stands for?
You know, it's interesting because I did see that that um
That post by apple and actually the black hat is is one that escaped even me
Like I went through this collection really early on and I I used already scan
Um, they can break it down really well, but now magic eden has it
So if you click on the wizard, it'll tell you what percentages are there. I didn't even know the black hat existed, man.
It might be a black hat, right, a black hat thing.
So that was interesting.
That was one trait that I found.
Yeah, I don't know, my analysis of it is,
I think there's very few people
that will just look at pure, pure rarity.
This is the old school, what was it,
rarity sniper kind of thing, like this is like the old school, like what was it, um, rarity sniper kind
of thing. And like, this is 127 out of, like, I don't think anybody really cares about that.
Maybe some people will buy that, you know, and feel like there's a premium. Usually the secondary
doesn't have it. Um, and then there's stuff that I just think that people don't really care about
that much or as much, I would say, like backgrounds. So like, you know, I think that the clouds are cooler.
They're technically rarer than the tulips.
I would imagine the tulips being just like slightly less rare,
but still very rare would maybe have a slight premium.
Probably not as much as a premium as like some other thing,
just cause it's a background.
And at the end of the day, it's a background.
You know, the way that I look at it
as a market participant and determining what will have value is like the heads. So the heads are
kind of like the types so that has like alien right? Like so if a cloud background is rarer
than an alien technically like I don't think anybody cares people want the aliens right or
the see-through ghosts or things like that. What will be interesting to see is like maybe like the glasses. I have Kobe glasses. They're technically the rarest.
I think it changes it quite a bit in terms of like a visual interest. And people kind
of like like somewhere like that. Like we see like 3D glasses on things. So I think
that will have a slight premium. Obviously not a premium compared to like the actual
bodies or heads as they're called in this collection.
And then maybe some other things less like I don't think anybody cares that they have lightning robe as opposed to like the star one which I have.
I mean visually it's kind of the same thing technically one is like 30 or 40 percent or 20 percent of the collection and the other one is like five.
I just think at the end of the day people don't care. So that would be the way that I would. The mid-rare stuff is probably the toughest thing man because
it's like to certain people that mid-rare is not a mid-rare it's an actual grail.
But in reality rarity sets it at a mid-rare meaning that it should get a little bit more than the
floor. But then you're probably better off grabbing a floorboy and
having no need to look at trades, no nothing, right?
You're just, yo, this is a floorboy and let's do what floorboys do and work our way up to
what we like.
Yeah.
I mean, the way that I look at things, I do agree with that in general, but I look at
rarity as an attribute of demand, not as of an attribute of supply.
So something can be technically rare,
but if there's just not enough demand for that,
it doesn't really matter that there's just not many of them.
But if there's a high demand for an item
and it's relatively rare or scarce,
whatever the actual term is compared to other things,
then that just becomes rarer,
from just a casual layman's and price kind of determination. whatever the actual term is compared to other things, then that just becomes rarer, like from a,
like just like a casual, like layman's and price kind of determination. So that's kind of how I see
it. And that's kind of how I broke down those different traits, you know, that people really
want this. And there's just not that many of them, but it's really the demand side versus like how
many there are actually there. I noticed that Jack Dorsey has a tie-dye trait
and then Kobe has the glasses. I mean are we expecting Kobe and Jack Dorsey to get Taproot
Wizard since they're included in the traits and are we expecting profile changes? Like are we
ready for that? Does Kobe not have an honorary? I thought he had an honorary. I would imagine he
does. I'm just wondering are we ready for him to change his profile picture to a Taproot Wizard?
I don't think anybody's ready for that.
I thought he did for like a week or two.
What about Jack Dorsey? What do you think would be bigger? Jack Dorsey changing his profile picture or Kobe changing his profile picture?
I don't think it's that huge now.
Like I think it was really important like in the beginning like
just to kind of have like that second degree of like, oh like this guy's rocking it like that's pretty dope. Maybe I'm like too close to this and maybe I have a skewed vision.
I just think that it makes like almost little to no impact in this. Like the way that I look at it
as like delivering this product, which is what it is, the collectible is a product. There's ways
that like people traditionally produce a product and typically there's someone
that's in crypto. They might have done some kind of Web3 native stuff or maybe they didn't,
or maybe they come from Web2. They say, hey, this is a collection. This is a collectible.
I'm going to give it to you at a very cheap price, mint, and it has potential to be higher
price because depending on what we do and how legendary we become, whether that's a product that they build, whether it's a game or it's IP,
this could potentially go up in value. And then I think it's really, really important to
have people to validate you, like credible people. So if they start rocking it, they're like,
hey, these people kind of think they're dope. So that's the typical way. And I think
Ordinals in general has provided the ability to make a collection and then not
sell it until afterwards. So like the premise was always like, Hey,
we want to make Bitcoin magical again.
And obviously it's not just taproot wizards by itself. It's a collective effort,
but you need to spark that in the beginning and really at inscription 650 and
even to like towards the end, when they inscribe the rest of them at 100,000, there really wasn't like a lot of like prominent collections. There
was no collections at 650 and really just maybe like the frogs are that minted like
afterwards actually at 500. So like there was no prominent collection. So like the idea
that say, Hey, we're going to make Bitcoin magical again. It's like, we're going to bring
a culture that has collectors that will eventually add like
DeFi stuff, lending like Liquidium and all this other stuff, because anybody could buy like XRP,
right? And okay, that's cool. And before you could have bought Bitcoin, but there's not really like
communities outside of a bunch of people that are just bull posting price, and things to do,
at least not the way that we enjoy it. So I think that was the premise. So if you believe that that's the premise
and you believe that Udi's theory of value is correct,
like he believes that crypto punks are worth crypto punk
prices, not because of provenance per se,
but because that original community went out to build out,
you know, Ethereum and whether that's, you know,
DAOs, whether that's Uniswap, whatever the case may be,
those were the MFers that did it.
And so if you believe that his value proposition was to make Bitcoin magical again, and that
they succeeded in that mission, at least to a certain degree, and then obviously needs
to keep on going, then it's like, okay, we're not going to just mint this out now.
And we hope that it does.
It's like, here, here's my resume.
This is the price I'm gonna charge.
And if you think it's worth that
based on what we've produced, like, cool.
And so that's why I just don't really think
that for the Taproot Wizards collection per se,
it matters who's rocking it,
especially from an honorary standpoint.
Well, it's coming right into the 25th of March, the mint.
I got fucked up and thought it was yesterday. yesterday, like 24th or 25th next week.
Yeah, yesterday was the was the end of the entanglement.
So I think that's why maybe you confused it, right?
So there was the end of the entanglement.
If you got whitelist through wizard school, you have to the 23rd to to fund the wallet.
If you don't fund the wallet, your spot would be given to somebody else that was like on the bubble
So the way that it was worked is that there's some people that were like, hey
I did the first three quests and I'm og like and I saw some other dude
So it was like both quality and quantity
It was like each one got a grade and then there was like a formula based on maybe some were weighted more than others
Like missions versus quests.
At the end of the day, you may or may not, there was only like 7, 800, maybe 900 at the most spots
that were given to wizard school. So if you didn't, if you did a bunch of quests and you just
didn't qualify, because there's just not enough spots, you might be on the wait list. And then
you would give an opportunity if somebody just didn't mint or didn't fund the wallet.
So those are the dates. The 23rd funds your wallet.
And then, yeah, the 25th is a mint. And then the Wizards would go out about a few days afterwards.
I want to say five days afterwards, but it might be less.
Dope. I was talking to Bangalore last night, and he didn't make it.
And I was like, bro, you literally made out with Udy. How did you not get it?
So maybe he's on the wait list.
So he did two quests.
Oh, you even know how many quests you did.
He did two quests, bro.
That's what I'm saying, bro.
Some people had like the nerve, like, yo,
would I have wanted a wizard yet?
Did I do any quests?
So what the fuck do I look like going over there?
Like, yo, what's up, bro?
I mean, I know I didn't do absolutely anything you asked me to do that was free
But you want to give me the opportunity, you know, like I mean I guess to a certain extent shoot your shot
But people have been like there's a dude that posted every day for over a year bro for this, you know
Like it's not if you weren't intentional. I mean that's kind of on you and on us, you know
And that dude wrote a different response every single day.
It wasn't just like copypasta, like, hey, I'm here.
This is I'm the last person.
Like he literally had like a I mean, not a super long winded thing,
but just a thoughtful thought for the day that was like virtually different every
single day. So like he earned that shit.
Like he literally earned that.
Like no one can say that it was given to him. You know what I'm saying? Like even though it was. Yeah, no, he earned that shit. Like he literally earned that. Like no one can say that it was given to him.
You know what I'm saying? Like even though it was... Yeah, no, he earned that every day.
Well, we're waiting for it, baby. It's gonna be next week.
Finally out of the way and we'll see where all the liquidity flows afterwards.
So appreciate you coming up, English. I'm gonna move forward a little bit.
There's a new opportunity. Dungeons of Fortune.
Refining GameFi. One fireball at a time.
This is, like I've been saying,
kind of seems like we're heating up with like a DeFi season.
We had Petroleum Land, we've had Rome on Sonic.
We're starting to get some pop-up on Barra.
We had DeFi Dungeons on Solana,
and Dungeons of Fortune is on base.
So now we have a base DeFi Ponzi.
And they basically announced our
pre-sale registration event is live. The more you engage, raid, and invite, and
refer, the better your odds. The Abyss is calling. Only the most prepared will
secure their spot. Everything you need to know below. Everyone is entered into a
raffle, has an equal chance of winning. The more refs you get, the higher your chances of being selected.
Ref links carry into the game's launch
and you'll earn a portion of all tokens
spent game by referred users.
Top referrals and top referral groups
will earn a guaranteed spot.
If you refer three people
and those three people refer five people,
your group has eight referrals.
The more referrals your group, the higher chance you have of being selected picking your dungeon partners is important
we are encouraging people to work together i think i've heard this one before bro i don't know
well i'm saying if we're going to do this i don't think we spread out i think we just go under one
referral as a tda group and get guaranteed lists And the least we can have an opportunity to do this
and then do our research on it, right?
So I'm trying to get us an opportunity
and then we'll do research later.
So I signed up this morning, I pinned it up top.
If we can get eight or 10 people in the TDA
to all go on a referral,
I'm pretty much guaranteed we'll get a spot
and then give those out.
And then once we play the game,
we can kind of recommend it
if this is like a good play or bad play.
But I've heard a lot of alpha groups talk about this.
This is kind of, you know, popping up and going berserk now.
So wouldn't hurt to get in and register.
If you guys want to create your own groups, do it.
But I figured as a TDA community,
we can go under one and at least guarantee spots
for our group.
So dungeons are coming and they're coming to every chain.
This is the next one up and it's on base. So
Just figured I'd bring it to you guys's attention. This sounds so like
Fucking pyramid scheme you invite one and then if you invite two that their invites count for you
And then we can all invite each other and then if we fight each other we get to drive the white mercedes that has kiani on the side
You know and show up to all the events
Um, i'm gonna pin up to the top talking about Ponzi's bakers that went live a little bit earlier
Ponzi's Ponzi right? I mean we broke down the loop for you guys and and I think yesterday or the day before
Check out the threads that Alison posted
Awesome resource in there on exactly what you're supposed to do and And it's literally just quote unquote a baking loop. Right. So I'm going to post that up to the top. If you guys put
any money into any of the five volts, this is the Ohm fork, right. The Olympus Dow derivative
of just farming bearer for more bread. So I'm going to post that up. If you have some money, go claim it and then you can
start your looping process if you want. I mean, dude, I don't know. I think I'm kind of lost,
not necessarily lost. I mean, I did a couple loops. I got my bread cooking. The price is
slightly up and I guess now you just sit here and wait, right? So it says baking is live.
Now you just sit here and wait, right?
So it says baking is live.
It's at 32% baked, right?
Means that people are basically just buying the bread,
looping it, staking it, getting fees,
and borrowing against it,
and then redeeming it for bearer, right?
So it's literally a Ponzi until it's done.
Whenever this reaches 100% and all the bearer,
the bread starts being burnt,
then you just go into price action until it's over. So I currently have 73 bread up for collateral.
I've borrowed 75 bear against it for seven days and I guess I just sit here and wait I mean I don't know bro you know
what I'm saying like this loop is just you can one click loop it if you just want to do
bear and add it in there it does everything for you automatically it goes it redeems it buys the
bread etc and so it's cool to see just um the ponzi's, but ultimately you just it's a game of chicken, right?
hopefully by it this last seven days and
Then the seven days I can close my position and take my money out and you know, we're still up
But it's fun Ponzi game if you got in go check it out the Bakeries live
Hidlowe had some kind of new thing they launched yesterday in yeah, that's what you're talking about when you lock it up for and where you can lock HINLOG each vault unlocks only when HINLOG reaches a specific diluted valuation FD milestone ranging from $100M to $1B. How it works, lock your HINLOG and receive
HINLOG tokens, stake them, earn OBARA and BGT rewards and redeem your HINLOG once the FGT
target is achieved. The capacity and commitment of each HINLOG vault can hold about $3B HINLOG,
about 15% of the total supply to fully utilize while the HENLO foundation demonstrates confidence by locking 200 million HENLO in
each vault.
So get start, get lock your HENLO here.
So that is kind of what we were talking about yesterday is these kind of periods of unlocking
and-
You good?
Oh, am I good?
Yeah, you vanished.
Was I not talking?
No, you just said periods good? Yeah, you vanished. Was I not talking?
No, you just had periods of unlocking and then it vanished.
Oh, I'm walking closer to my house.
There we go.
My bad, dude.
I'm walking closer to my house. Yeah, you probably caught the wifi.
Yeah, yeah, yeah. I kinda went from 5G to
wifi and that's where I cut off. But yeah,
this is what we were talking about yesterday, this unlock, work your
bags, get these unlocks, 50 million, 100 million, get your tokens. I meanfi and that's where I cut off but yeah this is what we're talking about yesterday this unlock it work your bags get these unlocks 50 million hundred
million get your tokens I mean and that's I guess a new novel interesting
stuff I guess that that's a dip you got anything else you want to talk about
chief can you hear me am I am I fucked now no I guess you can't hear me yeah I
think I'm fucked
let me go on airplane mode
yeah so just for anyone out there listening, basically, it's a FDV unlocked, right? It's based off a market cap.
So forces people to work for their bags.
There's specific perks that are allocated based on what locker you're in.
And they're just using it as a new targeting system for future air drops and ecosystem
kind of allocations. So there's that.
Just going through a lot of the information right so since we're a little bit on all over the place
but we talked about Mubara earlier. I'm going to post this up top if you happen to have any of the
phases. Janne said don't worry every time zone is guaranteed a good enough time. Phase one is guaranteed phases you guys remember but Benny hundreds had a kind of a fake scam style riot happening outside
NFT NYC and a collection came out of that called God Hates NFTs. It was based off of all the
rioters, the picketers, you know the people that were just the mob so to speak. It was a free mint
It was a free mint and the floor price is sitting at .23 ETH so roughly around $500.
Friday the 21st so that means tomorrow they'll be dropping another collection.
It is a free mint but it will be on sale.
So got it pinned up to the top if you guys want to check it out make sure that you're
following sir peters make sure that you have notifications on and stay up to date. It was a
cook back in the eat days I mean it was one of those like fresh new art different style right
vibrant colors it was funny signs and shit like that so we saw people using him definitely think
it can do well again obviously depending on market conditions, but on soul and since it's free
I mean, I don't think you can really complain on that end right so fast and quick and should be a nice cook. I
Think I'm back you hear me. Yeah, I mean I can't I could always can you hear me?
Okay, yeah, we're good. My bad. My bad, dude
You got any more you want to talk about?
Why don't you get over the stuff that you want to go and then I'll pin up and then we'll end the show.
Yeah, so next we had a big news in terms of just
the Yuga ecosystem. For those of you guys that saw yesterday or didn't,
all four mega mutants are now held together and were acquired by someone named Adam Witzman.
He's pumped to see the Mega Mutants join the collection.
There's also someone out there that has a current bid and offer out for the very last Mega Mutant Serum.
So we'll probably see that and see if that fifth mega mutant gets added to this
collection. So I mean, I don't know if there's anything coming for you again, that sense
specifically for mutant apes or anything, if this is just hype, if people are buying
because they can, right? I mean, the mega mutant syrup was always a flex last time it
was bought. It was literally a media event around it all. Right. So wouldn't be surprised if it's gearing up for something similar around that. Next, AI agents. So a couple AI agents coming onto the chain. We
know that Mintify is and has been preparing for their TGE. Mint in gearing up, they're
launching a new product, which will be called their mintify agent
um i'm gonna post it up top for you guys to check out it's i mean i guess mentai yeah there's no
name for it so uh it's an ai powered training uh by mintify you'll be able to actually do
uh voice commands type commands for anything that the platform has access to mintifies omni chain
So in a sense could be interesting to see if this becomes our next revolution, right?
It's just these bots that we can ask to trade or execute the moves for us
It says it can do market analysis trade analysis
charting ta etc, so
Ultimately, it's how much you trade trust
These bots to trade for you, right? I think that that's the biggest thing too. It's like
If I tell it to go read a one-minute chart or a 15-minute candle or something and choose a position
Do I trust it to execute correctly or not? So that was interesting
and then Ronan is now
Adding on DeFi is now into the chat.
Liquid Ron will have a stable coin yield.
We're unlocking DeFi Ronin with Alpha Growth 1, boosted by a 13 million growth program
to fuel rewards and to bootstrap the liquidity.
Tune into the space so you can check it out. Introducing AlphaGrove. We talked a little
bit about AlphaGrove yesterday, but it's an engine of growth for DeFi expansion,
marching and matching across ecosystems like Ronin with other builders. Now they're here to
help us supercharge the DeFi liquidity on Ronin.
What DeFi on Ronin looks like. Earn yield based off stablecoins, borrow and lend assets, unlock liquidity without selling. Some builders are already getting started and DeFi on Ronin is
just heating up. Join the DeFi chat. There's a discord over there if you'd like to see.
But now, I mean, it seems like, like you said, everyone wants a slice of not only stable coins,
but earning yield, right? Because banks can now become Ethereum validators, banks can now hold
and self custody crypto. And so these companies can now start dabbling in not necessarily consumer
funds, but in consumer funds or TVL, right? Funds that are on their chains and start utilizing that to yield themselves. So yield and also for their guests or their customers. So we'll see if
that picks up. I mean, I know that Ronin is primarily a gaming chain. I mean, they're
trying to branch out into the ecosystem, you know, streaming, be more content and consumer
friendly. But at the end of the day, I don't know how much DeFi is really involved with games,
right, at least not the games that we're playing now,
right, not Dex based games.
So we'll see if this is the right demographic for it,
but could be something big on the Ronin chain.
Yeah, I think a lot of people are saying like,
oh, what, is there actually DeFi on this chain?
Or are there active users?
I think there's a lot of active users.
And I think you can equate maybe active users
being curious about maybe using some of their crypto of users. I think there's a lot of active users. And I think you can equate maybe active users being
curious about maybe using some of their crypto as passive. And maybe there's a staking mechanism. And I was talking about this Polygon. You look at their stats. Polygon has a lot of
users that just do transaction of currencies on their chain. So a lot of these chains do a lot of this
Transacting and not having some somewhere where this can like flow into DeFi I think is something that you'll see a lot of these change that are like gaming centric or you know
It'll be centric trying to you know lean into to give like at least
Some of their users a way to you know earn on their on their tokens and stuff
I don't do you see Neo Tokyo's joining run into
No, I didn't see that.
Yeah, so apparently they're good. They're going over there. Pinned it up.
There's a partnership there that preferred access. Apparently Ronin games
will be exposed to new audiences as Neo Tokyo community participates in play
tests, game strings, content futures and more. With Ronin opening up, we're
excited to welcome new allies and help strengthen the future of Web3.
So Neo Tokyo was on Ethereum, Alex Becker and Elio, big gaming people created a whole network
and it looks like they're going over the Ronin. So that's pretty bullish.
I do have some gaming stuff that I could pin up top for you guys.
LOL Land Game. LOL Land Game is a new Yield Guild games browser-based casual board game made for Web3DGEN's launches
on 4.15, exclusive of Abstract Chain.
Roll, move, and tiles earn YGG and collect points and NFTs while earning Abstract XP
members of the Pudgy Penguin community.
So they even have Pudgy Penguin XP in here.
So something else to do on Abstract, play a little game, earn tokens,
and earn XP while you do it too.
We also talked about Arbitrum
launching their own blockchain.
And apparently it's called Arbitrum Play.
Arbitrum Core evolved to Arbitrum Play.
You decide, it's a dedicated hub for all fun games
and good vibes happening on Arbitrum ecosystem.
So that's the blockchain that they're launching called Arbitrum play
Paradise tycoon saw this from coop basically talked about how we're getting a bunch of these
Powered in part by avalanche is set to hit switch Xbox and PlayStation. So we've seen
What was the one yesterday
that we talked about?
Rooneyverse and then we had-
Off the grid.
My Pet Hooligan too.
All getting these kind of Switch, Xbox integrations.
So it looks like Paradise Tycoon,
which is on Avalanche is also getting the same treatment
and you'll be able to basically play it on Switch,
Xbox and PlayStation relatively soon.
And then I guess one more, it's called Cityverse Tycoon.
That's kind of teasing coming soon under construction.
It's time to become a real estate Tycoon play on Manhattan and play,
play city verse.com.
So this is kind of like a roller coaster Tycoon.
I don't know what chain this is going on.
This could possibly be on abstract,
but just some more kind of fun simulator games
that are coming relatively soon.
And then kind of the last stuff that I have,
this is from Peak this morning.
They introducing Universal Machine Time.
The world's first on-chain precision clock for machines,
robots and deepens to run in perfect sync.
Can you imagine our world in a comedy without time zones?
UMT is to machines is what UTC is for humans.
Kind of crazy.
Did you see that people are doing on that time dot fun,
like renting out their apartments and stuff like that?
I saw that that was pretty cool.
And that was an interesting take, right?
I mean, like you can literally rent time dot fun.
And he was like, well, I mean, like you can literally rent time dot fun. And he was
like, well, I'm going to be out of town for a month. During this month. If you pay the
minimum you can, you know, rent my apartment and you get access to it. It was like for
just like Airbnb. Yeah, it's like Airbnb. Yeah. But I mean, a decentralized way of doing
time, I mean, of a guest selling your time or not, but going further than just your time
to extensions of stuff you have too, right?
Because ideally that was catered for if you want to buy a call with him or anything like
that.
Right.
And he just went one step further and he's like, I mean, if I can trustlessly sell you
a specific amount of time, then I could technically do that for anything, right?
Amount of time, whether you're going to use my car, amount of time use my home, anything.
No, I always thought about like, Calendly, like virtual time, but now thinking you can
use it in a physical way too.
I guess it's just all about trust, right?
Like how do you give them the key?
How you give them access to like your physical space is kind of interesting.
I didn't really think about it that way. Do you have a poster? Can you send that to me? you giving them access to like your physical space is kind of interesting.
I didn't really think about it that way. Do you have a poster? Can you send that to me?
I'm going to talk about that today. Yeah, I'll find it.
It was one of those that I found that was interesting.
You know, if some guy doing it not getting a lot of traction,
but it was just a novel way of using the protocol.
Yeah, that is I didn't really think about it that way.
So that's interesting. Maybe I could start running out my basement to someone in the future.
I mean, I'm pretty sure there's probably a collateral system or something like that
to kind of, you know, protect yourself if you're doing your time.
But then again, like in the traditional setting, why would someone need to put
collateral up to just book a phone call with you?
You know, like if you don't show up to the phone call, they paid, it doesn't matter if they don't show up,
you know?
But in the regular world,
them just paying doesn't mean that my apartment's
still intact when I get back,
you know what I'm saying, a month later.
So there's gotta be some type of extension to.
Yeah, 100%.
I have three more things and we can just end it. The UMT thing, which is what
Peak's doing, is the first contributed to incognitive and foundation setting standards
for machine economy deep in and deep pay. Deep pay was I guess deep in AI. So why? UMT
enables precise machine coordination, spatial awareness for AI and robots, data, timestamp, consistency and
ultra fast smart contracts. The machine economy will be crucial
for automated factories navigating robot vehicles and
machines and drones, high frequency trading and
universal data interoperability. Really didn't
think about it that way. If we're going to have all these
things be running and running our economy, they probably need
to some kind of inner computer,
inner time for them all to run seamlessly.
Yeah, that's what PIC does.
So basically it assigns anything that's on its network,
an ID number, a system ID,
and then you can arbitrage the system itself.
So let's just say I have a t-shirt company,
my machines are working 12 hours out of the day on my company, say I have a t-shirt company, my machines are working 12 hours
out of the day on my company, right on my t-shirt. Those other 12 hours out of the day, I can now say,
hey, whatever peak time, I'm going to charge $2 per hour to use my machine per machine. And then
non-peak time, I charge $1.50.
And then English has a company of selling his time
and he happens to be in a better time zone
that works more conveniently for you.
And his machines only run 10 hours a day instead of 12.
So now you can arbitrage 14 hours instead of 12, right?
So that's gonna become a whole circular economy in itself
that's gonna run production for everything. So I think that that's going to become a whole circular economy in itself that's going to run
production for everything. So I think that that's going to be cool too. And then it's literally
this whole separate economy building on top of just arbitrage and the availability of moving time
and then executing tasks in a manageable way. Yeah, I really didn't think about it that deeply.
So I think that will be like something
that a lot of people are gonna need in the future.
So Pete just launched that about an hour ago.
IP protocol, which we talked about basically
is Selena Gomez's IP with their song apparently.
So Selena Gomez has amassed 45 billion streams,
making one of the most streamed artists of all time
with 370 million streams on Spotify alone,
partially rights of people
You know by Selena Gomez joins the star-studded lineup of yield bearing rwa's on aria protocol
Apparently aria protocol has been doing this with a lot of artists. I was going through their kind of thing
They've done a Justin Bieber song. They've done some k-pop songs
So I guess that's what you know story protocol does is kind of IP chain and it looks like this ARIA protocol is basically tokenizing songs and stuff. So we'll see how that goes.
We've seen it before and it doesn't go very well with kind of like securities laws and shit. So
and then I guess the last one is interesting because I never knew what Citus is. But Citus
is like the Jupiter of suI and it's breaking.
Citus is now live on Phantom,
one of the largest Web3 wallets in the planet
to power its in-wallet native swaps on SUI.
Million of Phantom users can now enjoy seamless swaps
with full liquidity across the SUI ecosystem.
No need to leave their wallet.
Let's bring SUI and Citus to a broader space.
So Citus I was looking at this morning
is like at a $79 million market cap
and it's basically facilitating swaps
inside a Phantom wallet.
It reminds me back in the day
when we were talking about Jupiter,
no one knew what it was
and it became the biggest thing on top of Solana
or we were talking about what was like Radium,
like our Aerodrome being like the leading decks on base and like those
of all came out is like, if this is going to be the main facility or swaps, it's probably
undervalued, especially for SUI.
So Citus is basically in Phantom right now and you can swap inside the Phantom wallet
using Citus and that's $79 million.
I'm not telling you to buy, but it seems undervalued to me.
And I think more and more people will be Have that mind share in their head of knowing what side this is by you know
As long as suey continues to gain mind share so just looking at something like undervalued
79 million dollars this this kind of facilitating all the swaps inside fan wallet could be a buy here
More and more people use suey in the future
So that's all I got you could pin up what you got left chief and then we'll end the show, bro
Yeah, final bo sue dropped information yesterday. I know a lot of people
have been waiting for that. I think it's going on like a couple years, right? A year almost
or two. Anyway, if you've been waiting, you have Y list, check it out. It says pre-order
rounds begin Monday the 24th. Collection size is $8,888. Price is $180 or whatever that $180 is equivalent to an ETH.
Limit is one per wallet. Legacy holders meaning that they hold the OGs. Commit one per legacy
NFT that they hold. If you secured a pre-order or whitelist this will be the only round where you can reserve your final bosu.
Public round will be announced.
And then lastly, the Pizza Ninjas are having a competition for a map design.
So you can go in and design your Pizza Pets battle map.
And if you win, you get a full immortal breeding set.
Second place is half an immortal breeding set.
Third place is one immortal.
These immortals are fetching roughly north
to about a grand each.
So pretty decent and juicy sized prizes.
Follow the information up top.
It gives you an actual spot for submission
and a couple of examples of the maps that you can build.
Right, so you can get inspired. So if you're a big Minecraft person of the maps that you can build, right? So you can get inspired.
So if you're a big Minecraft person or anything like that,
I mean, take advantage of these, not to call them lulz in the market,
but less people around, right?
And some decent sized prizes for a little bit of your time.
That's more than what I got, man.
You see this up top of the Wayfinder wallet creation. Early testing January 28th.
And then the activation community activation
and just like the wallets are going up.
I've heard some people in the chat like bringing up,
I think Truth was bringing up yesterday.
I'm like, bro, we've been talking about this
for like three months guys.
So hopefully you guys have some money staking
your Wayfinder wallet.
I do think the TGE is probably in like
two or three weeks and like them kind of showing how many active wallets they're having kind
of is just like marketing kind of show how much hype they're building. So I do think
the Wayfinder prompt airdrop is going to be relatively soon. So get in there, do the tasks
inside the wallet, deposit some soul and some other coins and hopefully you get that a prompt
airdrop that's coming in a few weeks. Modo, you had something to bring up before we end the show my guy? I saw your hand went up.
Yeah, yes sir. Just very quickly, I mean on the final BOSU, I've been in the VC a bit just talking
with some of the guys there and some of the people saying, obviously not members of the team, but like
not members of the team, but like the community is kind of saying like,
if this doesn't do well, then it's going to really put a stain on
abstract and abstracts going to kind of struggle, which I think is a
good point or it's a, it's a point, maybe just an opinion, but I mean,
it's the most hyped thing to come on abstract and we saw how like
Cabu and you know, Rui did.
So it'll be interesting to see what happens.
Very curious about that.
And on your last point, Wayfinder man, I've been waiting every time like the parallel
avatars get like under 0.5.
I'm like trying to like pick one up and just accumulating based on the speculation and
like I don't know if you know play wild card. They have a game and
They're very very close knit with the guys that are running parallel and that parallel TCG parallel avatars, etc
Prime and all that and what they did the guys of wild card is they didn't take a screenshot or anything like that
They just did like an unexpected
Holder airdrop and if you were holding the asset they like launched their coin and they just dropped it to all holders without any
screenshot
So I'm personally on my own just in my head. I guess hoping or speculating that
Similar thing happens with the parallel avatars if they're getting
The wayfinder so it's all so I would imagine I would imagine they would right
I mean it's the main entity of the collection. I would imagine there'd be some kind of prompt airdrop for those I
Hope so man. I hope so. We'll see the pump up fund just basically launches five minutes ago
So introducing pump swap pump new Pump New Native Dex.
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will migrate directly to PumpSwap.
PumpSwap enables instant migration, zero migration fees down to six sol,
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PumpSwap V1 is a decentralized exchange built on Solana.
It functions similar to Radium V4, Uniswap V2,
through its constant production of AMM.
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Create your own liquidity pool for free.
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trade all pump swap tokens.
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Coming soon a percentage of the protocol revenue will be shared with coin creators.
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and incentivizing higher quality launches.
Each trade on pump swap comes with a 0.25% fee aligning with similar products. To start, here's how the fees will
be distributed. 0.2% to liquidity providers, 0.05% to the protocol. Once greater fee sharing
is live, the fee distribution will change. PumpSwap allows you to trade much more than
memes. We're proud to announce that you can now trade, select tokens from our very right partners
and many of them bridge to Solana for the very first time.
Huge thanks to these PudgePenguins, Aptos, Tron, CBDC,
the show more.
So that's interesting.
Finally, they're giving money to the creators.
That might make sense with the whole bearer shit
because now it's a Dex.
It's not necessarily just a shit coin launcher, you know?
Hmm.
And it's now a source of liquidity for POL.
You think this is going to be some way to get the airdrop to is using their
decks probably right?
Like they're obviously been promoting an airdrop coming soon.
I would imagine
using this one over like the radium competitors that are all coming out pumpkin it's probably
going to be like a multiply or something for the token airdrop in my i'm thinking like
should we start shorting radium now because now there's no radium anymore there's no migrating
the radium radium hasn't came out with their Pump.Fun yet. So pretty
much radium is going to be bleeding until they launch. So. But I mean, can you say that they're
bleeding when they've been a proven infrastructure provider? I mean, we wouldn't be here today without
radium. So it's almost. We didn't even talk about radium until Pump.Fun came out. Now that Pump.Fun
doing their own thing, I think the mind share of Radium blowers each day, I don't know,
until they launch their product. I don't know. So it's kind of just thinking about trade
scenarios like I know that they got a big pump yesterday with the launch of their launch
pad that they're going to be launching. I think they moved like 13%. And I'm wondering
like shorting it now, now that everything's not going the Radium anymore, it might be
a play until like their next announcement or something. So just trying to think of like longing and shorting trade scenarios now that
now no pump funds are going the radium, you would imagine maybe the revenue will dry up
and all that stuff. And just the mind share in general, like people aren't gonna be talking
about radium anymore. What up English?
Yeah, I mean, if you look at, I mean, I haven't been following this too closely, but it has
been slightly on my radar. I mean, it was $8 at the blow off top.
It's trading at $1.62.
If you're shorting it now because you think like, hey, I think this is like the market
retrace obviously maybe that's like 30%, but you're talking about a huge, huge fall off.
I think that's already all well priced in. And it's kind of like at the levels of like,
what is this, like October of, of I'm looking at right now it fell off a cliff. That's what I'm
saying. So like, I don't know if you're talking about the time was short was yesterday when they
announced that they have this, that was when the short right now, just a little bit late on the
short, but yeah, that's why I was like, if you think shorting this now, like I think you're just a little bit late on the short, but yeah. That's what I was thinking. If you think shorting this now, I think you're a little late.
That was an employee.
Yeah.
Yeah, it went up to $2 yesterday.
Now we're at $1.62, and it's basically like an elevator down.
The chart looks like it fell off the cliff.
So does it continue to fall off a cliff?
I don't know where the bottom is on this one, but Radium is probably going to bleed here
for a while.
I do think the trade was probably yesterday, but who knew that Pumped Out Fund was going to launch
their competitor the next day and just kind of like vampire attack Radium without kind of any
word. So it's going to continue to develop. We'll see how it goes. I'm doing my live stream tonight.
Maybe I'll start a little sooner. I don't know. I'll keep you guys updated on the time. Maybe
we'll start around eight central 9 p.m. Eastern
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