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THE DAILY ALPHA ♻️
Recorded: Sept. 13, 2025 Duration: 1:04:58Space Recording
Short Summary
In a dynamic week for the crypto space, significant trends emerged with record Bitcoin ETF buys, Polymarket's impressive valuation, and Moonbirds' successful collectible launch. Partnerships like OpenSea's collaboration with Coinbase One and innovative offerings such as Coinbase's credit card are reshaping user engagement and investment strategies.
Full Transcription
Thank you. Thank you. you yo
what up what up we're back
appreciate y'all for tuning out.
Appreciate everybody that had the announcements on and ready.
It's been a couple days.
Shout out to Trill stepping in, helping me out today.
X is with his family, touching some grass over these last couple days.
So needed to come back, though, and finish our week at least for you guys.
So appreciate everybody that did come out.
And we'll get the ball rolling here in a second.
How you doing, Trey? You good?
Trey!
Well, I can't hear you, bro, if you're talking. talking so we'll try again here in a second maybe you need
to leave and come back or something but yeah i still can't hear you i know i see you unmuting
and stuff but it's not it's not working but anyway i appreciate y'all for coming i know it's been a
little bit more of a slower week right just in general but
hey markets are cooking in that sense um getting some green candles going into the weekend we
closed the cme gap yesterday right in time for the week so it's looking good man
uh give me one second let me get troll back here. I need to'll get the ball rolling here
in a second once I get him up.
Yeah, it works.
Yeah, now you're good, bro.
All right, perfect, man man what's up man good morning
what up gmgm appreciate you guys for bearing with us and now we're good to go just like and
retweet share the space it's been a couple days since we're uh obviously off and then now saturday
a little bit off too i mean because we do every other saturday so just really all sorts of wonky this week but
shout out to you guys um having notifications on and setting reminders for the space so
it means a lot
all right let's get the ball going man uh in general just uh just kind of overview right
to stick to the theme of the show more or less macro wise nothing new in terms
of just major development kind of pull this up and we'll see yesterday right we had one of the
biggest days in spot Bitcoin ETF buys we are currently on a five-day streak which is the biggest that we've had since
starting the ETF buys right in general so I'll post that up top for you guys to check out
and then just slowly and surely getting more and more in that sense kind of adoption
right you have gold reaching all-time high again it broke all-time high twice last week at the
beginning of the week and also at the end.
And then it's just kind of in parallel with people going into, let's just say, risk asset or less riskier assets, but also risk on assets, right?
Seeing the issues with the dollar, with the inflation that's on the rise and just unemployment being that disparity that's there.
People are kind of the flight to safety right now is the assumption of some type of money printing.
And so going towards things that can't literally just be made out of thin air, so to speak.
Right. So got that pinned up to the top as well.
Just showcasing that gold and Bitcoin are slowly starting to catch up as bitcoin breaks all-time
high uh gold does and then gold does and then bitcoin does and these two have just been rallying
over the last year or so so boom that's more or less for uh just macro right in a sense we saw
some green candles closed the cme gap yesterday right in time. And that's kind of all it is, right, for this weekend.
I mean, everyone's expecting rate cuts. I think Morgan Stanley and Polymarket, everyone is already
clocking this at a 99% chance of a rate cut. We've been following this more or less, and we kind of
knew this was coming or priced in and it was
just kind of what we told you guys right it's just weathering the storm so i think there is one thing
though since i mentioned polymarket i think polymarket yesterday went through their evaluation
and i think that they um close on like a 12 billion or 12 million evaluation let me see if i can pull it up but oh there it goes
yeah uh crypto prediction platform polymarket is valued at 10 billion in vc investment offers so
kind of what we've been explaining to you guys here is that we knew that polymarket itself
is the uh bigger uh prediction market, right?
And as prediction markets start getting more popular,
they're going to go and try to get raises.
They're going to go and try to replicate this model.
So with Polymarket being set at 10 billion,
you're going to see these smaller ones also go in
and try to do something comparable, right?
Ultimately, they might not have the same mindshare,
but you'll see Kalshi try to
raise and they, well, if Polymarket's at 10 billion, why can't we be at two? Or why can't we be at five?
Right? And so that sets the precedent and also a very high ceiling and allows us to participate and
kind of benefit from the fact that these are being over-evaluated, right? I think Polymarket is correct, but 10
billion is a bit much, in my opinion. I think it could grow into 10 billion, but not at where it's
currently at. But once again, this disparity and this evaluation issue is going to cause Myriad
Market to be evaluated at a higher, Meili Market to be evaluated higher predictfully predictly right all these different
ones that we get to participate farm tokens for and then because they're valued higher they get
more vc raise and that's more money to us as the beta tester or the the end user so to speak right
so we knew it was coming but we didn't think it was going to be this high or i didn't think it
was going to be this high but yeah yesterday they cleared and they're evaluated at 10 billion so
it is crazy bro like polymarket to me like polymarket this cycle became like the the crypto
product that everybody wanted right like last time it was like nfts and stuff like that but like
everyone uses polymarket they don't even think about it being about crypto just like you know i mean like predictions and bets and stuff like that so
the other side of this is like there's going to be a whole bunch of like new prediction markets
that are just going to start popping up now to try to catch up with with all this money going to
like start flowing into it so it's like i've seen like a few already like pop up over the last like
four or five days where it's like a new prediction market or like trying to trying to like get like a new value prop you know what i'm saying to be cool or
something like that so it's just interesting where like our poly market just grew like way outside of
like just crypto it's like it's its own thing now it's i feel like it's bigger than anything we saw
in the last cycle obviously with like a 10day investment firm office but like it's it's
not steve like i think yeah and you also have like uh established voices right i think that
faroque being one of those that has kind of proliferated crypto twitter and made it into
not to say mainstream media but he's interviewed presidents he He's been in these different circles. Right. And so his face has a certain level of familiarity. Right.
And he also his brand comes with the level of pedigree. Him co-signing and also pushing this and having the ability to have exposure with the normies also facilitates stuff like this. Right.
also facilitates stuff like this, right? I mean, I've shared here that the call sheet market is in
my local Instagram feed, right? I mean, clearly they're paying even when it comes down to just
citywide pages to, hey, whenever you reference your bets, whenever you reference this, put call
sheet markets in there, right? So I think that there's just different ways of marketing. One
has that central figure and it has the way to grow, right?
You have Farouk with Myriad and stuff like that.
Polymarket doesn't necessarily have, you know, let's just say a front-facing person, but they've been used for elections, right?
They've been used for mainstream media talks about it.
So it's like you don't know who it is or who's behind it or the founder,
the CEO, the face, right? The Elon Musk. But you've heard that name and you've heard it around
for the last year and a half, you know, or two. So I think it's just different kind of grabbing
a foothold. But at a 30, at the evaluation that they're at, bro, at 10 billion, they're probably
going to become a public company pretty soon. You know, that's literally what they're doing is evaluating this to go on the NASDAQ.
Yeah, like, this is, like, bigger than, honestly, this is bigger than what I expected the planet market would be.
You know, when it originally was like, it's like, you know, you predict, you know what I mean?
Like, if the other guy is going to go live or some bullshit, you know what I mean?
Like, it was stupid, but then I think the election changed everything, and it gave people, like, a bigger glimpse of what it could be.
And then, yeah, like, people referenced it on the news of like bets that are going on
prediction markets so like um yeah man it's it's huge now uh i did want to go back to to the rate
cut thing though um kobe side later posted this uh like an hour ago um basically like uh kind of
culminating on the fact that they are going to do rate cuts. While like the S&P 500 is at record highs,
like a lot of things on the start market are at highs,
which is kind of the opposite of what, you know what I mean?
Like when, when rate cuts happen. So it's a good thread,
kind of just like overlaying like what's happened in the past when,
when they do this obviously like the job market being, I mean,
how it is right now. I think that's the bigger factor why they're doing it but um yeah it's a good read um if you're interested on like what
what you might expect with the rate cuts coming on wednesday um but yeah because it's pretty
pretty much it's already priced in um in terms of like well not priced in but like you know
know people are expecting it and yeah it just kind of goes over some some pretty good uh like
people are expecting it and yeah it just kind of goes over some pretty good uh like historical facts
historical facts yeah i appreciate that but that's more or less on that end and kind of just making
sure that we're positioning ourselves uh accordingly right because i mean we can benefit
from this stuff so as the users and it's a little bit harder right because i mean the real way to
benefit is by making bets on this.
But, like, we've explained to you guys a million times, because there's no central Oracle system,
because someone or a council of someone's have to do the finality for the bets,
you can go out there and farm volume, right?
Maybe not massive gains, but you can put volume on these platforms with these sure bets, right? Maybe not massive gains, but you can put volume on these platforms with these
sure bets, right? You can go and search and there's literally bets that are already completed
in the real world. And that 30 minutes to an hour delay, that's a free 5% gain, depending on how
much you put in 3% gain, right? Or there's the ones where you already know that they're going to be for sure a win right and
then you can actually cash out before they strike so the 99 odds i mean you can go and put all your
bread on there and farm volume with knowing that rate cuts are coming you're not going to make
money but you earn points on the platform and And it's a quote unquote risk free bet.
Right.
So something to look into if you're just trying to participate in that sense.
All right.
Just now moving on to a couple of different things.
So a couple of opportunities for you guys over these last couple of days.
Yesterday slash two days ago, we saw the Moonbirds.
They launched a pre-order, right, of a physical, people are assuming it's going to be a blind box style plushie vinyl toy.
No one really knows, right?
But it is a physical collectible.
They sold individual cases and then they sold individual assets themselves.
This was open for 24 hours. So I'll post that up top and anyone could go and there was no cap
either. You could go participate however you like. In those 24 hours, they managed to sell 1,700,000 USD in sales and a total of 68,000 total units.
So shout out to them.
I mean, everyone seems to be wanting to double down on this RWA and physical collectibles route.
I think that the interesting thing about this was that this is the same company
right ocap games that made the pudgy penguin collectible cards right we covered those with
you guys when when they first dropped as the first tcg we covered the second drop with you guys well
now ocap games which has always been ran by spencer he has his own kind of avenue right he has his own
collection he has his own ip to in a sense blow up and blow out and so this was their first uh
kind of step into it these are digital tradable assets right they were launched through collector
crypt so collector was that um cards token that went crazy last week. And that kind of got everybody into this Pokemon meta.
It is a platform itself.
I'll post it up here if you guys are interested.
And maybe you're going to take some spins or anything like that.
But yeah, if you guys participated in that, they are up almost at 2x for everything.
Right?
So GG's.
I think it was $300 for the case of 12, right?
And then, you know, 20 bucks or something for the individual one.
So right now they're selling on secondary for a little bit over two souls for the case
and a little bit about a 2x or one and a half x for the individual assets.
Guys, there will not be any more made, right?
These are limited production.
This is similar to in the world of collectibles, first edition, right?
A first print first edition.
If any of you guys are familiar with collectibles,
both of those words hold specific weights, right?
Because not only is it a first edition, but it's the first print, stuff like that.
You get errors that would be present there that they would then go fix later on in the
future, etc.
So anyway, I personally picked up a case.
We talked to everybody in the foundry to picking up some cases and to picking up some of these
into picking up some of these assets before the time had closed. People that missed it,
assets before the time had closed.
a very smart route and something that I saw Tig doing, right? So shout out to Tig and
might blow up his technique, but use Lucky Buy, right? You can go on Magic Eat and it's one of
the few sites where you could go and put a portion of the actual asset price let's say you can't afford the 400 bucks for the case or the
500 bucks for the case or whatever it is uh yeah you you can go and do lucky buy right and basically
put a percentage of that and it puts you at right about what mint price was and it's a 30 to 40
percent roll so just different ways of picking one, but I definitely think you guys should have one
rolling into the future. We saw how the cards did, right? The cards basically are unattainable now
and have five to six X'd in less than a year in about eight months. And I don't think that these
are going to do any different, right? I mean, even if you don't see Pudgy, Moonbirds has a big brand
the size of Pudgy's now, I don't think that Spencer's going to slow down.
And he's only been kind of showing out since he took over.
So I'd go check it out if I were you guys.
If you have the bread to spare, go try to pick up a case and potentially leave it there.
These are currently digital and they will be able to be claimed for physical once the physicals are actually produced.
You can then go burn the ticket, etc.
Get it sent to your house.
What up, Allison?
Jim.
Hey, Jim.
What's up?
I just want to say about Lucky Buy.
Do not make the same mistake that I did because if you do not win that Lucky Buy, you do not get your money back.
And I wasn't paying attention.
One day I did like five lucky buys.
I kept losing.
And I didn't realize I was also losing my funds.
So just be aware of that.
And you lost the whole amount of the you could have bought it for?
Excuse me, sir.
Yeah, pretty much.
So just don't make the same mistake as me. I didn't know you take big tokes like that, Allison
Crazy
I swallowed wrong
I swallowed wrong, I'm sorry
I heard you guys talking about
The prediction markets
And I found this really great
I'm going to have to cough again
I'm sorry, I'm just going to have to cough again.
I'm sorry.
I'm just going to mute my mic.
Hold on.
Now I'm laughing because I see Chief laughing.
But yesterday, I stumbled across this really good resource that's pretty much a one-stop
shop for the prediction markets.
And it is called...
I'm going to get the bookmark up so that I can
pin it to the space right away so that everyone can follow the account sorry I'm
just scrolling oh no did I not pin it okay it's called predictmark.et.
It takes a minute to load once you do the pin, though, so it might load here in a second.
But if not, you can DM it to me, and I'll pin it up, but go ahead.
Okay, so...
No, I can't find it.
Oh, here it is. Okay. It's actually called, the name of the website is polymark.et. So if you want to go on there. And what it does is basically it's just an aggregator of all of the tools and apps for the prediction markets it mostly is focused on polymarket but there is a crossover with calci for some of the apps that pull data from both and it's extremely resourceful and i'm just gonna
outpin now um their pin tweet um just so that everyone can follow the account and then you
could check out the website on your own but it truly lists everything. And I think it was blade in the discord. He made a post,
um, in there, like linking up a bunch of tools, but here you can go on this website and you can
just bookmark it and go there anytime you're looking for data on any of the markets. Uh,
so I just want to share that cause I thought it was really good. And I just happened to stumble
across it yesterday and there's only 542 followers. so I'm not sure how many people know about it I'm
guessing not many um and then another thing that I wanted to mention was okay are we hitting like
a peak on the streamers on pump fun because now it seemed last night i was on there and there's just some really absurd stuff
being streamed on pump fun so now word is getting around how much p how much money people can make
and so everyone's just launching a coin so now we're just gonna end up with even more coins
that have absolutely no use the stream well that video of that chick is going viral yeah mango girl mango girl yeah
mango girl does she mangoes or i don't know why that's her name but yeah and yeah apparently she
told some guys she made like 30k or anything like that yeah she launched a coin and this and that
and i mean i think that that to a certain extent it's like you're not making that just because you're online and you're streaming right like
there's an underlying token attached to this that people are buying selling you know it's not turn
your camera on like the same way you stream on twitch because you're online you're getting paid
you know which is the difference there because on twitch Twitch or on Kik, yeah, you get subs, you get donations, etc. But you're dry ass just getting paid for being
online and bringing people to the website and streaming, you know, versus on PumpFun.
If no one's trading your coin at all, and you have 1000 thousand people watching you you're not getting paid
doesn't matter um unfortunately her pinned post on her twitter says i just quit my job
focus on streaming more so like to me that's kind of top signaling um but maybe she'll do well i saw
that jakey was trying to hook her up on a date with Iseem and he's like the top
creator out of Facehouse. So these LAP creators do seem to be teaming up. But I'm bringing it up
because I also found a Twitter account called PFTV and it's just clipping all of the top streamers and like the viral moments and you
can keep track of them. And if you go on pump fun, it can be a little overwhelming, uh, because
there's now there's just pages and pages of people live streaming, but here you can just scroll
through, um, you can scroll through this Twitter account and you can see who's doing well on here, what their accounts are.
And then there was that viral moment for the Bagwork Boys.
They've made $90,000 in creator fees.
They went viral the other day because they had that gym influencer smacked them in the face and that clip went viral.
Did you see that?
Yeah.
Yeah.
Well, now they've made $90 made 90 000 it's it's a little
outrageous so i guess if you're willing to do outrageous things you can yeah but i guess i
think that the interesting part this is jackass right i mean we've seen this model before we had
jackass we had bam like these bam walked did all the drugs you know lost his fingers and shit so these people could even
breathe in and think about this and so it's like it's not crazy to get paid off of doing dumb shit
america's funniest videos you just have that direct stream of monetization now which opens
this door that we really never had before right yeah um i saw some things last night an egg it was it was just an egg spinning around with the
clock next to it there's loads of lo-fi music channels some of the things are just a clip
playing on a loop so it's not even people live streaming like i don't know that kind of kills
um the vibes in my opinion if people are
just going to do that it defeats the entire purpose so I don't know how long they'll allow
that to go on like if the person isn't actually live streaming because it's not supposed to be
like a YouTube channel where you're just listening to lo-fi music but I guess anything goes over
there for now for now and there's people cooking on there doing all sorts of things it is interesting but um i don't know i think it's gonna have a peak and then it'll fall off and
then it'll come back again like properly i think people are just still so excited from the change
i don't think that a lot of these people that you have this chick this mango girl right she's over
here talking about the 30k she made just,
you know, being an e-girl or whatever, token, etc. I mean, now imagine when they backdoor and tell her they give her 5, 10k for being a creator on PumpFun, right? Because we haven't got that
airdrop yet. And a lot of people are just starting, like, for example, Bongo. Bongo launched just so he could get in line
for whatever potential airdrop that PumpFun does
for their streamers and their creators.
So some people are just doing it for that,
and then you have the other people that are the complete opposite,
that are doing it just for the monetary gain
and don't even know that the airdrop is coming, right?
Which will also help add more fuel to the fire.
Yeah, I was thinking, like, I mean, is anyone that's on stage,
is anyone thinking of being a creator on there and launching something?
Just for exactly the reasons that you stated, because of Bongo.
Like, why he did it.
Has anyone considered it?
Or are you just, like, avoiding it altogether?
I'm not a camera streamer person, but, I mean, I don't know.
I don't know, maybe if Trill would or Josh.
I invited Shotgun to see it, because, you know, Shotgun makes, like, video content already to begin with.
So he's not foreign to being on front of the camera.
But it's also, would you want that is that stigma still
present of i don't want a token attached to my name right because i mean ultimately for me
as someone who's worked like with a team before on a token bro those are the where i mean like
we talk about worst group of crypto motherfuckers i mean we love you but token people suck like the
worst group of seagulls you're like yo i'm gonna burn 90 of the supply bad bad bad burn 90 and then
sweep the other 10 and you're like bro what they're like yeah yeah sweep the other 10 so so that my 1.1
goes up to 5x you're like dude that makes no sense i'm gonna burn 90 of the supply but yeah but what about the other 10 you're like oh bro i can't do that you know like that becomes
tough like there's nothing that that satisfies the seagull so for me that would still be a deterrent
right and then the ability to walk away from that as someone who shows up every day i think that's
also something that a lot of people don't really consider I mean as someone who showed up for the
last five years you do this I'm not gonna stop showing up because I launched
the coin so that means that however this ends I mean I'm gonna have to be okay
with it and keep showing up and that's just gonna be on the the basically the
resume forever right so I think that that's also potential deterrent, but also
could attract some people.
That's a really good point.
Hey, what's up? So
last week I actually launched the
Hornet on Pump, and I'm not
going to show it because I didn't...
Oh, okay. So I was trying
to do it on another wallet,
a completely different wallet,
and I accidentally launched it on my name.
And so, you know, people bought it because they saw the things in the wallet.
They didn't know it was me, though.
But they, you know, they're like, wow, this guy has, like, six digits in his wallet.
He's super rich.
The dad is based, right?
So I just wanted to experiment with it because it would be cool to like to see what it
does and i thought about live streaming my trading on pump one and it was it was an interesting
thought and what i did was i put all the creators i need about four to five hundred dollars
and i just put it into buying back the token and burning it.
So I didn't, when I did it that way, it kind of was like,
and I said, I said in the token, I said, look, man, like,
I'm not running this token up.
I'm not going to tweet about it.
It's an experiment.
I'm just trying out the live stream feature.
And I saw buys still coming and I thought, oh, okay, well, that's crazy.
So, yeah, I just, you know, I just got all my tokens and I burned it and I live streamed on pump.
And I gotta say, like, if you are a live streamer, it's pretty cool.
It's pretty, like, it's just pretty cool the way it works.
And it's really easy, which is something that I really like about it.
Like, I thought, I was like, damn, like, okay, like, if I was a streamer, I would consider doing a phone call.
It's not that complicated.
It might be more complicated on the phone.
But, you know, like, on your, like your like your pc it's really easy and i might start screening
like my trading on it but i'm a little bit skeptical because i don't want to buy something
and then all of a sudden a thousand other people are buying and and I'm not here for that.
So, I don't know.
My honest opinion after doing that is I think people should be more open to it.
I think people should, like, even if you don't put your face on it
and just use a fresh wallet and launch a token and, like, try to stream, I think everyone should, like, try it.
Because once you try it, it's, like, and even if you get no volume, it's just something cool to try and see how it works and understanding the mechanics of the token so
go ahead allison did that answer your question i mean that's when i tried it out
it does yeah i've actually already talked to josh about this so um i was familiar with his
experience but i was just curious bell and I were talking about it last night, like, um, the stigma that's still attached.
Sorry if it's, I don't know if you can hear the background noise, I'm out.
Um, but yeah, the stigma that is still attached and like, does everyone need a coin?
But then we saw like the most ridiculous things being streamed.
So we were just thinking about it but yeah yeah i mean
go ahead no go on no i was just gonna say like it's it's actually funny because um a lot of
people in the space don't kind of serial launch it or something and so it won't like launching And so launching a streamer token for me personally is just not a big deal.
I know what my intentions are on chain.
You can see my intentions.
You can see that I bought and burned the supply using my creative fees.
It's all there.
all there. It's all transparent.
It's all transparent.
So I had nothing
So I had nothing really to hide.
really to hide.
But I think that
if you do have a reputation,
you should
do it the right way. If you
are launching this token just to try
and you're not trying to earn money
like some of these trainers are,
then you should 100%
just buy back the token
and burn it.
It's really not that hard.
It was honestly a lot easier than I thought.
But, you know, that kind of...
And by that, you mean like just buy back using the fees that you made, right?
Because I'm just, to clear it up for anyone that's out there that wants to stream
or that maybe doesn't have a lot of money to start,
you don't necessarily need bread you just mean with the fees and stuff you earn you use that to just
purchase some of your own token back and that's it right yeah i mean i used half the soul to start
it i got like a percent and a half and i sold it immediately as you should but that's just what the dev does. And then,
I got the creator and I used that for the buy back and learn.
So, yeah, I mean,
that's it. I didn't
really put any money into the token.
I also...
Yo, how many times are they going to run?
Yo, sorry, hold up, hold up hold up what is going on i thought there was a random person on stage bro
i thought that was someone on stage too and i'm like oh shit i'm in like four voice chats I'm going to, like, four of those shots right now. But, yeah.
I will just do it honestly.
Like, just do it.
Do it.
Just try it out.
I didn't pay anything.
I didn't pay for decks.
And, I don't know.
Like, people are like, oh, Josh, like, are you going to do something cool with this token?
I'm like, no, absolutely not.
Nope.
So, yeah.
How is that token that is your PSP?
How's that doing?
And how's that creator doing?
Because I mentioned it on the space earlier in the week, I think.
Or maybe I mentioned it on my live stream um i think it's really interesting um it's doing well it's actually
no 3.2 no all time high was almost four um wait wait hold on no i'm not on this floor to what it is like 4.6 um yeah i mean it's doing good
to be honest with you um and the mission is still the same so like give to other
he's hiring editors i like i you know there's another token out that i'm not even to name it, but it's super viral. They're killing it.
And I saw that token.
I just don't resonate with giving people money who already have money.
That's just my opinion.
Personally, if they're rich,
you shouldn't be putting hundreds of thousands of dollars
into people that don't need it.
You should give it to the people who do.
So unfortunately, the space does not support that thesis.
They rather get the clout, which I totally understand.
That's the name of the game.
But yeah, I'm going gonna stick with this guy i think he's cool and doing
something really really cool with the pun fun fees and i actually think he started a meta
uh there's some people right now who are feeding the homeless using the fees and i think that is
so cool to see it's like this whole matter of like actually helping other people outside of the industry.
And one thing that, you know, Cole, the founder of Kine, one thing he does really well is he tells his people that he donates the money to to come to the Twitter community and to join the stream and, like, be a part of the movement.
And, like, he's literally onboarded, like, 20 streamers or more to the space.
And that was kind of fascinating to see him kind of do that slowly.
So, yeah.
That's a...
I love that.
That's a TFT, by the way, guys.
It's not just a random heart.
What, I mean, I don't, I'm lost,
so I think maybe some people might be too.
Like, what does it do?
Just like TLDR, he just grabs the fees
and helps homeless people or helps people in general or what?
So, yeah, I'll just, uh,
I'll pin it to the top.
One second.
You're good.
Meanwhile, I'm going to post something up to the top while Josh goes.
And then we can kind of keep going.
What was it?
Oh, okay.
I posted a list up top for you guys.
We had Brett come on the show probably about two weeks ago, give us some secret alpha in
a sense, right, of who was in part of the Mega Mafia Part 2.
Since we've had then, and then since ultimately these last couple days that the show's been live,
the whole second cohort has been announced and all of the projects that they were.
So we got Hunch, LOL, we got Blitzo, we got Casino, we got U. So we got Hunch LOL. We got Blitzo.
We got Casino.
We got Ubi.
We got Legend.
We got Cilium.
And then Ultra did a full little breakdown.
He's also a part of cooking something over there himself
or herself or whatever it may be.
But I got that pinned up to the top for you guys
if any of y'all are interested in MegaEth.
They've already launched their stable right we had
bred more or less share that within the next couple months they are going live so we i picked
up some buns right i think that that's probably the easiest way for exposure over there there's
a couple other ones that are cheaper than buns buns have slowly started to catch a bid as well. But there's
Fluffles, right? But those are soulbound tokens. So it's going to be a little bit harder to quote
unquote realize your one ETH that you spend. But those are rumored to get some type of mega ETH
token allocation. There will be a second mint for the second half of Fluffles coming up.
So something to keep your eye out on.
And then there's a couple in testnet that I'm bullish on, right?
Meganachi or Meganichi, however you say that.
You had the breads, right, by tut.
Those were awesome.
Those are damn near unattainable unless you got mad mega ETH testnet.
So just as mega ETH is getting closer, we we got that pin the thread pinned up to the top
for you guys do a little bit of research on these new up and coming projects and then also start
thinking about getting some exposure before they actually announce mainnet right so figure that out
whether you're going to grab one of the projects that are on eth and then are going to bridge over
or you're going to grab some of the testnet stuff and just be ready for whenever mainnet goes live so go ahead josh appreciate that no dude that's alpha
i actually had some bonds from the first i did a trade two months ago still have them so um
yeah so i just came to the top basically Basically, this guy goes to Twitch streamers.
And he's going to start going to other platforms, too.
But now it's just Twitch.
And he is, you know, giving people who are in need money.
Like, people who, like, hey, like, I'm raising money to pay off my car.
Or, you know, whatever, a family of five or something.
That are using Twitch, that are actively currently using Twitch, right?
Yeah, they're streaming.
Okay, okay.
They don't have any.
They have maybe two subs, two followers.
Just small, random streamers.
And he just goes there and shows up and donates the money to the people who need it, obviously.
It's really cool to see.
Dude, the Pudgy kindness page literally hit a million subs the other day.
I mean, they got the plaque from fucking YouTube and all.
So that is something that makes him.
Pudgy's doing it out of their own war chest and you know
as just part of the giving back but when you have a direct funnel to do this and i mean that's where
non-profits come from right it's just having that ability to funnel the money to the person that
wants to go and do something good with the shit so makes sense that this is going to start to take off and one more thing that i didn't mention this guy has been donating to twitch streamers before this um but it was like 100 like 100
dollars a year 50 dollars a year so now he's able to do what he's always been doing
but with more money and so he's basicallying this his life mission I mean he's stopping
everything he's doing and he's just doing this so it's really cool to see
yeah that is pretty dope I mean because that's been one of the biggest issues too I mean with
any kind of philanthropy or any kind of non-profit right I mean, besides them having to trust you,
but getting funding, being someone new
and trying to showcase like,
yo, I'm not going to rob you or steal from you.
It's a little hard to do.
And so to just have that with some type of trust list,
basically because of the blockchain
kind of opens that door up.
So, but yeah, dude, Pudgy, Pudgy kindness
or whatever hit a million subs.
And so it wouldn't be a surprise
if this continues to grow.
And ultimately, yeah, you can benefit and make money off of them doing it, right?
But at least you know that the trading fees and et cetera are going towards a good cause.
So yeah, I appreciate for sharing.
Yeah, I actually think that Cole is doing something with the Pudgy team.
I don't know what it is, but when I first tuned in,
they asked him if the Pudgies were behind it,
and he said, no, I am doing work with the Pudgies,
but this is not related to that.
So that was also pretty interesting that you brought that up
because I did not know that.
Yeah, I think they posted it yesterday, something about the plan.
Yeah, appreciate that, bro.
Next, got that.
What?
Talks about the MegaEath stuff.
What else?
What else?
Another opportunity for you guys.
So on the Bitcoin side of things, go ahead.
The MegaEath stuff, I think we talked about it in the Foundry, this uh faster.fun um speaking of bad buns i saw it yesterday let's jump in it up because it looks
like again like if you do want to get exposure they're already kind of building out bad bun
seems to be like one of the main stages at the mt side um but yeah it's a newer account only a
thousand followers um it could be something around meme coins. It seems like it.
But yeah, if you're looking to be a part of MegaEath and you want, I mean, point side, it's not just in the tease.
It'll be rolling lots and lots.
Yeah, I think it's going to be a meme coin launchpad.
Yeah, it sort of looks like the first tweet was like, well, it would be the first ticker on MegaEath.
And it's accelerated by bad funds.
So it seems to be in the ecosystem of them.
And the PFP has a bad one so yeah just
just something as as mega starts to ramp up and stuff like that there's a meme coin that'll
probably be coming out of there too so i'll post that up it's called meth um it's same thing from
mega eth but it's from someone from the bad buns community that's dropping it
and that's kind of getting people
hyped on it as well so all right give me one second let me find this okay so since people
are hungry for meth uh this is from a bad buns og and so people are thinking that this is all
gonna line up right accelerate it Accelerated will go live
and then they'll launch meth as the first primary token. And then bad buns will get kind of that
intrinsic value in that sense. So got all the information pinned up to the top. If you guys
have a little bit of spare capital and want to position yourselves accordingly, I do think bad
buns have a little bit more room to run. I think all time high was like 0.5. They're sitting at 0.38.
So just a little bit back to all-time high.
And I think that they'll definitely keep running after slash when MegaEth goes live.
I think, yeah, Crypto Gorilla, you have a bunch of these YouTubers also starting to cover them as the basic beta play, right, for MegaEth.
So next, I wanted to pin up something that's happening on the bitcoin
side of things uh two things right so first we have oml i don't really know how to really explain
it they look like omb rats right um not necessarily omb as in like omb art style, but I don't know. No one really can explain it
it's supposed to be some type of um
social fight experiment that they think
So if you guys are interested in something new that's happening on bitcoin, keep your eyes on that
I think this will be using spark
So it'll probably be one of the first big spark pushes so i'll post the link up top if
you guys are interested and want to keep following it and then next uh on i guess you would call it
the alkyne side of things but just another social experiment uh you had bungee create the aura
tracker and the aura cards right While also doing his Pokemon game.
So kind of a lot of things out of that ecosystem, but just a continuation.
So pinned up to the top.
It's called Aura Track, right?
And then let me actually post the link to how to do it.
But more or less, you can go create yourself a profile on this Aura Track.
And in a sense, start participating for alchemon
right so give me one second let me post that up oh here it goes boom aura tracker
and then all the information for a tracker uh is going to be no i guess that's his main link the
one that i just posted right now so if you guys want access to that just follow the page and you can actually go in there and participate
And I ranks you it gives you a certain level of aura almost like the monad cards, right?
but for Bitcoin and
Kind of trying to replicate that social fight experiment. So
There's that next um uh open see this happened while we were uh obviously away these
last couple days but open see has officially partnered with coinbase one which i think is
fucking interesting but you already know that the seed token will then be listed on coinbase day one
right so just something to think about but announcing our partnership with coinbase one
coinbase one subscribers will receive a five percent boost on all their activity
plus surprise shipments in our new treasure chest phase of rewards this starts as of september 15th
for those of you guys to remember we're moving into the last phase of rewards this starts as of september 15th for those of you guys to remember we're
moving into the last phase of the open sea i guess you would say pre-tge right you can go out and do
these last couple missions and then there'll be two sets of crates and boxes that'll come to you
right some for previous retroactive activity and then one for that you've been doing the quests that are actually active now over the last year or so.
So something to keep in mind on that end.
I did think something was interesting is in this new video, there's a billy cat in here.
Right. And so, I mean, shout out to the billy community.
I don't know how the fuck. I they don't got like bitcoin right they don't have ordinals and i highly doubt that
they're gonna go from no ordinals to putting runes on here but it was just cool to see a
little billy cameo in this video i mean i do think that eventually they'll go towards bitcoin once
they fully build out that infrastructure but yeah man, I would go and look at these communities.
And these are probably communities that will get access to the C token in some way, shape, or form.
And we've seen OpenSea do some type of collab or special shipment drops to some of these
communities as well to kind of reinforce that relationship that they have, right?
So something to keep in mind, if you are looking for betas or
deltas or however to get on the open sea airdrop some of these aren't too expensive and could
probably help you out in terms of getting xp in crates
kind of crazy with a coinbase come up no like everything that they're kind of doing right now
and how they used to be kind of like the,
I don't know, the black sheep of everything.
And it feels like everything's kind of culminating to something pretty big going,
especially with Coinbase kind of moving into
like offering a credit card.
I think it went live this week.
Coinbase, when people can access that credit card
and get the Bitcoin rewards and stuff like that.
So I don't know.
Yeah, I saw that and i
was like wow that's crazy everyone hated a coinbase and now it's like the kind of the
the dark horse like if this coin pans out well
yeah i think what's interesting too is uh i mean you have to have a coinbase one subscription in
order to even be eligible for the credit card itself, right?
Yeah.
And that, I think it's like $100 or $80 or $90 for the year or something, which is cheaper than any credit card fee that's out there, right?
For some of these premium travel credit cards or anything like that, the yearly fee is going to mean all the way up to almost a grand. The only thing about this is you get access to the 4% crypto rewards, which
is once again, higher than most credit cards. You just got to think about or basically,
it's one of those if you don't plan on selling, and you just want to acquire more crypto,
cards great. But if you ever want to realize these points or anything
like that that becomes a taxable event when you sell the crypto itself and i think that that's
just something to consider if you're in the united states or you care about taxes or any of that
right so yeah no yeah that's a good point it is backed by american express to the card itself so
it's like when you when you take that into consideration of like if you're trying to get
the the highest uh amex right i think it's like what like six hundred dollars something like
that for a yearly um membership and stuff like that so it it aligns well i will say um the one
thing with the the percentage back of bitcoin is totally based on what you have in your coinbase
account so i think that was one thing that i learned when i was looking into the card like uh your percentage of awards is based on like how much you have in the account
and like two percent is the base four percent is the max what do you mean so like in order to get
four percent cash back i need to have like let's just say 100k in that account it's 200k yeah oh
damn yeah so like two percent is like you have to have at least
um it's a minimum whatever you know i mean like i think there is no like anything to have like
the two percent but if you want to get three percent i think it's like 20k 30k and if you
want the four percent it's like 200k so it's like that's the only drawback that i saw um
of of what they initially kind of talked about,
where it's like they didn't really mention that.
But again, I see.
Yeah, that's that's no one mentioned that at all.
I mean, and that's not a normal thing.
Right.
I mean, very few people have even if you have 100 or 200K, very few have that liquid to
just let it fucking sit in an account, you know
in a coinbase account to at that
Something to think about if you are looking at the coinbase
Card it is a credit card
And you do have to have a coinbase one account to even
Yeah, and the thing about that too. So like it's not even a real credit card
Then I mean like if you think about if I have to have 200k in the account
I mean more or less it's almost like a secured credit card like the ones you give to your children or something deposit
500 and then you have a $500 credit spent, you know
Yeah, it's honestly like in
They obviously have the debit card and stuff like that too and the debit card is linked to your point base account so um yeah it is it is kind of a closed system like it
is it isn't like a traditional credit card at all it is almost like a you know i mean like
all day you get like at a store and shit like that yeah yeah but that's i mean that's i guess
the failure in this thought process or the fallacy is the reason you use credit card and credit in general is so you play
with house money and not your own money you know like and that that's that's the whole point of
this it's not to play with my own money in a different casino i mean at that point it's just
what casino you prefer kind of thing you know basically so that's um yeah it it it kind of
came out this week.
Like the access to it where you have to be on a wait list to be on,
like you had to have Coinbase one to get on the wait list.
And now if you still have Coinbase one,
you could just basically apply for it and stuff like that. But yeah,
there, there's a couple of smokes and smoke and mirrors parts to it.
And I think the biggest thing is like the amount of funds you have to have
sitting in your Coinbase account at one point to get even the access to the rewards.
So, yeah, but either way, like Coinbase, I think, is opening up like a lot of doors with Coinbase One Thing.
Like, I think it's a membership that like I think can be like access, like it'll give you access to a lot more, right?
Like you look at this
This announcement to open see so it feels like they're trying to make it like a bigger part of
Their accounts you have that
Yeah, I can see that probably like I mean it also saves you in fees coinbase has the worst fees out there period
Guys can use anything else, please do but um
Okay, cool. There's the pin that's it's up. Well, that's more or less all I got. Let me double check real quick on my bookmarks
Couple more what here boo is doing a space later He's part of the community pin that up to the top if you guys are bored and want to go check that out.
And then I think the last thing that I had was PuffPaw, right?
I think PuffPaw was at one point the biggest campaign that Cato ever ran in terms of proposed value of the size of the campaign.
The thing about it is that PuffPaw didn't give out real money.
They gave out vapes and items, their own items.
And so it's kind of hard for you to tell me that you're giving out the biggest prize
when you get to determine the price of the items in the prize.
Because, I mean, ultimately you can just make it whatever the fuck you want it to be.
Right? Well, that was cool at first. But the issue with that campaign began that,
I mean, why would people keep talking if all they're doing is receiving devices? And to a certain extent, it's like, how many fucking devices can you have, even if you're leasing them out,
every time you add a new device, that's a new set of pods or people that you have
to basically maintain online all for just a pre-TGE token.
It's on a full decline now.
I think they had 12 yappers across this last week.
And then I guess the interesting point of that is, is that more of a reflection of specifically this PuffPaw campaign?
Or does that reflect across multiple just Kato campaigns as a whole, right?
Because we have seen basically attention, even our yappers kind of vanish, right?
No one's really writing Kato threads anymore.
No one's caring to do any of that bullshit.
And it's good, but it's also bad
as in like if you went out and paid 100k for a campaign you can't even get 15 people to talk
about it in a week i mean something's wrong right so i don't know i think that that's the interesting
thing of there's a lot of of tge still to come that are on the keto boards right and i don't
think that there's even people there
anymore. So I thought these were kind of astounding numbers, less than 20 people willing to talk about
something, even if they are getting something free. It's not even working anymore, right? People are
now wanting the tangible stuff. It's the no more Chuck E. Cheese books and just give me the dollars.
If there's no dollars, then I mean, I don't want to play at Chuck E. Cheese.
So, yeah, be careful if you're being used as just a marketing tactic with most of us are or most of these campaigns are just to use us as a voice for them.
And that's it.
Appreciate y'all for bearing with us this week.
A couple of days off.
It was a crazy week just in general, not necessarily in
Web3 or in crypto, right?
Rate cuts, we knew that was coming.
Nothing's changed from last week or the week beforehand, except we're getting closer to
that.
Be prepared for the middle of September that we've been talking to you guys about deploying
stables and getting ready for this move up.
A lot happened in the world itself.
Touch some grass.
Hug your loved ones, right?
Just be kind to each other.
The world is changing, and it can only help if you perpetuate a little bit of kindness rather than add to the negativity.
We do this Tuesday through Saturday, 11 Central until about 12, 1230 30 central it's tda or stay poor after the show's
over there'll be a thread that goes out covers what we talked about if any of you guys want to
do your own research likes engagement on that go a long way they help us grow the brand appreciate
trill allison josh uh everybody that came up sorry slow i just saw you up here man what's up did you have
something to say just real quick if you're talking about that coinbase stuff uh there's a
basic membership now that's like 50 bucks a year but you can also do monthly at like five bucks
so if you and it seems like you get all of the uh well at least in particular the open c benefits and then some of the other
i mean there's a whole list of like little benefits you get from that that include
on-chain stuff that's happening mostly i guess through their coinbase wallet uh so i would check
it out or if you just want to do a quick gamble on the OpenSea chess stuff or whatever the experience stuff, you can do a little $5 gamble.
It's pretty cheap right now.
Do you have Coinbase One?
I just set it up the way that I described.
I did a little monthly $5, and I'll see if it pays out a little bit for the OpenSea experience.
And then if not, or if I can't find any benefits, then I'll let it go.
I mean, honestly, per your fee thing, I can't remember what it was.
I think it's like with that basic membership, you get fees off for, I don't know, a a 500 trade each month uh which i can't remember
what their fee is but that might already but i guess my question is are you do do you use
coinbase as like your off-ramp i guess is my question i mean i've set up the on-ramp, off-ramp with five different things just to be prepared.
At some point, we're going to get to that thing where people are trying really hard to get on and off.
And then we've seen in the past where some of these services go down or something like that.
So just having the challenge.
Yeah, which makes sense because I'm asking because I can't do that.
No, no.
But I guess the point of why I'm asking is because I can't do that. Like in Texas, I can only use Coinbase. That's what I'm trying to say. So it's like for those are I was wondering if for you it's like that or do you have options like for me, Coinbase one makes sense because that's my only exchange. Does it make sense if you have options? Is it still a benefit?
I guess was the question as a whole, you know?
Yeah, I don't know.
I set up all these just to have options, but like, I think there's better ones.
Although I will say, you know, if you fiddle with like one of the big ones and they keep doing partnerships and stuff is that crypto.com.
and they keep doing partnerships and stuff is that crypto.com and uh they price their stuff
weird where there's like a a slight premium on just the prices on their platform so it doesn't
show up as a fee but if you compare like what is a bitcoin price on coinbase versus crypto.com
crypto.com has like a weird 2-3% premium on it.
I don't know what the deal is with their platform,
but just, you know, like, not only do you have to compare fees,
but you got to compare what they're charging for those tokens.
And I think they're all, they all have little things going on.
Right now, actually, Kraken seems like kind of a nice on and
off ramp because they do pretty good prices and fees but uh i kind of use them all whenever it's
whenever it's useful or whenever it seems like one is better than the other but with coinbase one
uh and the fee removal it actually might be kind of a nice on and off ramp i haven't done the on and off
ramp in a little while so i guess i guess there's that i have a need to i just have a bunch of stuff
on chain and that's it just playing with that appreciate that i appreciate that uh slow appreciate
that trail as well getting us a little bit more laced up on this Coinbase 1 and the credit card thing.
As we said, Tuesday
through Saturday, guys, 11 till 12,
1230. Appreciate everybody that came on stage
and contributed to the conversation, helped
step in, and also
added to this week, right?
We'll see you guys on Tuesday.
It's TDA or stay poor. Y'all be
safe. Have a good rest of your day.
And touch some grass. Not only that, but there's an OpenSea Y'all be safe. Have a good rest of your day. And touch some grass.
Not only that, but there's an OpenSea shipment for touching some grass.
Post a picture of you doing it, and you can get some free XP.
So there's even a benefit to logging out for a little bit.
So y'all be safe, guys.
Have a good rest of your day.
Catch you guys in the foundry.
And that's it.
