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THE DAILY ALPHA ♻️
Recorded: Dec. 16, 2025 Duration: 0:49:19Space Recording
Short Summary
In a dynamic discussion, key developments in the crypto space were highlighted, including JP Morgan's launch of a tokenized money market fund on Ethereum, PayPal's application to become an official bank, and the initiation of the Sports.fun ICO. Additionally, the conversation touched on the implications of quantum computing for crypto valuations and the strategic hiring of FWIZ as CEO of Kronos, signaling potential shifts in the industry.
Full Transcription
Thank you. Yo, GM, GM.
There we go. We're back're back sounds good how are you how is moving and getting settled in
is it a little warmer for you over there yeah it's definitely warmer but it has been crazy i
got a new car like the morning before i moved and then turned around and put like 1300 miles on it, like in 24 hours. So it's been crazy. My stuff
got delivered on Sunday. So I'm still unpacking everything. Um, and I had a little, I had a
little welcome party. Um, it wasn't actually a party. It gave me an anxiety attack, but like
in my townhouse, there's like all new appliances.
And I mean, they're so new that I was like taking the wrapping off of them.
And there was like a little roommate in the drum of the washer.
So I freaked out.
I'm not used to these tropical living roommate situations.
What was it?
What do you mean a roommate?
It was like a four and a half inch palmetto bug
that was in the brand new washer.
What is that?
I think it's like a massive roach.
They're like water bugs.
Oh, okay.
Yeah, just a roach.
Why are you over here?
A massive fucking,
I don't even know what you said.
Because that's what they're called here. Palmetto bug.
It's not like the little cockroaches that are like, you know, smaller than an inch or something.
These are like jumbo size bugs.
But it's gone now. So I got it out.
Did you kill it?
No, I didn't.
But I like slammed the door on the washer shut again.
And then I taped the washer shut.
And then I went to Publix.
I came back and it got out and it was by the door.
So I just opened the door and I got it out.
And then.
Yeah, this is because you just got there because i mean within probably
about a month you're gonna be smashing the shit he's gonna come back no he's not coming back i
had a pest treatment yesterday i see the kaylors on here i see him in the audience i like sent him
a text message in a panic about um like in a little group chat i have with him like in a panic
like oh my god
welcome to this new location that i live in this just happened uh but everything's good that was
like the worst thing that happened to me i love the new place the weather's good it's been a
blizzard in cleveland so i'm real happy to be here i mean and i guess dude it's florida i think a
roach is like the smallest thing or the least of your work.
You're about to meet some snakes or some gators, some weird shit, you know?
Yeah.
Some crackheads.
So, yeah, glad we got to make it over there and everything more of us settled down.
It sucks you were right a little bit shy of Basil, right?
I know that the whole plan and the lineup was supposed to be there.
That was kind of the last time
we were also with uh anyone that was listening right tda in general was uh emlo had came gave
us an update of a day one of basil or like day two or something but we didn't see each other we
haven't met since then so it's unfortunate you missed it but i mean now you're there now you're
set and then i think a lot of people um just in crypto in general, you'll be able to make some friends that are in this space and won't think you're crazy as well for, you know, liking magic, internet coins and whatnot.
Yeah, there's a lot of people down here.
So it'll be good.
All right.
Well, appreciate everybody that came out to TDA.
I know that the algorithm and just kind of start a little bit like
that too algorithm has been kind of jacked up for me ever since these last updates i mean people
that i normally see uh and that i would get information from uh it took a while to register
that like as you scroll they're no longer on your feed i don't know if it's like that for everyone
else but i have to now like manually search people and it's just been real tough so appreciate it if you guys are here if you guys have notifications if you're managing to
see anything um and it's just it's kind of sucky right now so like i always watch tj and deuce and
all those kind of people and then it took a couple days to realize that i'm not seeing any of that
anymore you know and then you realize like who exactly did you uh
talk to or who did you grab information or how you curated your timeline it's no longer curated so
i think there was some type of d boost for uh crypto related yeah something along like crypto
related content or some type of specific content which farms or gets a lot of
Bot engagement I think that that's getting buffed or or I mean D boosted. Sorry
Debuff so if anyone does create content if anyone does anything in this space
If you just tweet into the void it feels a little bit more like that right now
It's not just that your tweets may suck or may not but it's
the algorithms change so easiest way put notifications on for people that you want to talk to
research them up start bookmarking and re-liking and kind of you have to re-curate your timeline so
i'm barely starting to give more crypto stuff to show up again because i mean it was tough for a while there was
nothing right it wasn't even pokemon it wasn't crypto it was just a mixture of like real world
shit and then like every blue four or five posts you'd have someone mention a coin or something
crypto and i mean i don't even know if i liked the coin or whatever i would just go and like and try
to engage and just try to feed my I guess algorithm again
So it's been pretty bad
Just try to curate it yourself, especially if you're trying to make money in this space right now, right?
I think that we're also evolving
As a whole and this whole how easy it is to find opportunities one on Twitter and then two if it is
CT a point of where brands are going to
continue to go to market and use, right? Because we're starting to see less of that or less
importance over the last week or so. I saw all this discussion about, is marketing worth it?
Does marketing lead to conversions? A lot of that kind kind of talk right? Could be number go down
ultimately sentiment influences topics, but
It's the reality. It's what real world is right? I think that we're starting to finally become to a point where
You have to include a little bit of the real world into the delude
Right for example and just to keep it short and sweet and then we'll move it on
For shows like this, right? This is like a radio show
There is no idea of how many people when you're listening to the radio
If you're driving to work if you hear an ad for a toyota
Right. Very rarely do you go into the dealership and say hey, I heard this on the radio
Right. I mean it is an ad spend for just brand awareness, dominance,
a speech, like a section of time and people, but that's it. Conversions and that kind of stuff are
a different metric. It's a different marketing arm, right? And I think that now we're starting
to see that in the crypto side of things that, yeah, you have KOLs, you have brand champions,
you pay these people to advertise your
products, but it doesn't mean you get conversions, right? You're just onboarding ambassadors and
people that, hey, when I travel, I use XYZ. When I trade, I use XYZ. When I bought, I use this and
that. So I think it's an evolution of the marketing cycle as well. But that makes it for
us as participants, we have to now dig a little deeper, we have to be a little bit more intentional.
And we're starting to see a shift to right of on chain participation being qualified versus
discord community engagement, and being a marketing arm, right before if you put your money up and you invested in
protocols you added to tvl you were more or less guaranteed some type of airdrop or compensation
for providing the growth of the protocol right well now it's a combination of well did you do
on-chain transactions while also being in our discord and spamming and having the role and it's like
these different levels of i guess civil protection that it's almost making the points the campaign
the airdrops after you jump all these hoops not worth it anymore right so it's just an interesting
shift that we're seeing in the space as a whole and then also as us participants and uh i guess
the consumers of this content of
these new protocols and how they're actually going to get to us um we also have to adapt
with the algorithm and with i mean what we're actually seeing it right so uh so real quick
just go into a couple macro things and then uh just talk about some opportunities that are in
the space uh just first and foremost congratulations to
anybody that did go out to basal when we told you guys uh it was a banger week right we did hear
from emlo a little bit that first or second day but and then afterwards is when uh the people
storm kind of started taking off and then people were scouring uh looking for the nfts and then
you had people accumulating the bubbles from x copy so
if you made it out there if you participated you were intentional with showing up
shit if you hung out with uh liz emlo uh blinky right a lot of these people that are familiar to
our community uh you could have made your money back and more and potentially just scored some
dope ass art so uh shout out to anybody that did kind
of figured it would happen when we saw all these installations and then uh for anyone that did the
jack butcher thing that we pinned up that day which was go donate whatever you want um there
will be a claim opening up for the nft aspect for us uh pretty soon right if you're there in person your receipt had a seed
phrase and then if you are here and i guess the ether or you did it through online you'll eventually
get a claim slash it sent to your wallet so just a little wrap up of that um next uh going into
macro uh we're starting to already see a little bit of the unwind slash what I was telling you guys to be kind of just not necessarily weary, but know it was looming.
Right. Which is the unwind of the Japanese yen and the carry trade.
Right. Ideally, Japan is starting to hike interest rates for the first time and think over like 10 or 15 years.
interest rates for the first time in, I think, over like 10 or 15 years. They did the first hike
roughly about a month ago, and they're meeting this week in order to see about re-raising rates
and, in a sense, kind of going from zero to basically an aggressive 1 to 1.5. And why that
matters is that everyone in the world used to go borrow against the yen, right, or in yen because of the fact that it was 0% interest and then go around and fuck around and do whatever they wanted.
Well, now, when you're getting to the point of you're being taxed interest on those loans, right, there's other assets you have to dump in order to basically balance yourself out whether you're going to continue the loan or not, if it's worth it. I do think it's interesting, though, that Buffett is trying to now position
most of his net worth in the Japanese yen. Also, with their economy starting to ramp up,
Buffett has been the highest cash flow positive in general for the majority of the year, right? I think it happened right before
Trump got into office, right? And then we had that pump and everyone's like, oh,
Buffett is wrong. Buffett is wrong. But now since that pump, it's been kind of more or less down
only for the year. And now with his cash, he's potentially moving into Japanese yen.
And so just seeing that people are not seeing as much strength in the US dollar anymore, especially with quantitative easing and just going into that. Right. We started buying back debt and started buying back repos. We just did the biggest repo buy that we've ever done. And a lot of this stuff is happening under our noses
literally under our noses overnight right so the federal reserve has just pumped 5.2 billion into the u.s banking system overnight uh through overnight repos this is the sixth largest
liquidity injection since covid and surpasses even the peak of the dot-com bubble of when we're
sitting here just in a sense trying to keep the house of cards up right kicking the peak of the dot-com bubble of when we're sitting here just in a sense
trying to keep the house of cards up, right? Kicking the can down the road.
And this is what I was telling you guys about last time, the difference in how quantitative
easing and tightening and just how what bonds we're buying. Typically, you buy long-term,
right? And it's not immediate relief. But when you're buying long terms, it signifies that, hey, we know that there's not going
to be any problems.
You're just going through something right now and we'll make it out.
But this time we're starting to buy short term, right?
We're buying, I think, five and 10.
And then in a sense, it's not going to do anything to fix the problem.
It's just going to ease the
pressure that we currently have. And then we're going to continue to kick the can down the road
and still face this in the coming future, right? Because now that we're injecting liquidity,
we're also printing money and we're just having everything happen at once. So there's that.
That's more or less what's happening with the Japan thing. And then the next big thing is China rebans Bitcoin mining, right?
We know that China does this every couple of years from allowing it to then seizing their own,
I guess you'd call it people's Bitcoin, to seizing these mining factories.
So that happened recently as well.
China is basically now saying that Bitcoin mining is illegal and the hash rate production overall for the Bitcoin network has dropped over 100 e-hashes since yesterday when over 400,000 mining rigs were taken offline.
when over 400 000 mining rigs were taken offline so just something to keep in mind as well is that
a lot of stuff in the actual global macro scale happening that it is impacting uh price action
right not just hey america whatever we got going on here and then also just the global tragedies
right from the shootings all over and stuff like that.
So a lot of stuff going on in the world, not just here.
So that's more or less kind of global.
And then we'll kind of start zooming in a little bit more.
I always like to put just Tyler's breakdown up top.
Just helps it keep it kind of concise and I can run through it.
So it's up there if any of you guys want to read.
Crypto majors fall to start the
week bitcoin at 87 uh jp morgan launches a new tokenized money market firm fund sorry on ethereum
uh decrypt names trump as crypto person of the year kind of insane but hey whatever uh the senate
has moved the crypto market structure bill that everyone was assuming
would be signed this year that we've been seeing all this teasing online for I think Senator Loom
has been talking about, hey, we're going to get this bill passed. We're going to be able to do
buy Bitcoin. We're going to do buybacks, et cetera. That isn't going to be decided on now.
It'll be mid-January. uh metamask has now added bitcoin support
um no offense but i mean if you just waited until now to start with bitcoin
because it's on metamask you are actually a little too late i'm not saying don't do it at all but
just know you're like damn there are many different alternatives to this and you chose not to do anything right uh so there's that um
let's see boom coinbase uh did a little tweet too i mean here he has a post about it but
i don't know exactly what's to come but yesterday today they posted sam things saying tomorrow
okay yeah sorry that got a little confusing, but, um, so yeah,
I guess tomorrow we should be expecting something from Coinbase, uh, themselves, right? Um, PayPal
has applied to be a official bank. Um, mind you, they do have their own stable coin. They've had
their own stable coin, uh, P Y USD for the last year or so, and they have been dabbling
with Stripe and just doing the global market for a while.
You're able to buy Bitcoin and buy crypto already with PayPal.
So it's just kind of interesting that they went the digital side of things right first,
and then now they're implementing a physical brain.
Grayscale argued that quantum computing is unlikely to move crypto evaluations in 2026.
We know that that's recently just been a topic of conversation with people adding on the Bitcoin side of things, the fear of quantum coming.
And then this need to make rash decisions on the bitcoin force side of things right
and then lastly a couple things that happened uh circle announced the acquisition of interlop labs
ye kicked off big moments uh sports.fun started their ico or will start their ico it's actually
live right now i got i'll post something up about that. If you guys do want to participate after I finish reading this up.
And then there's a couple of videos as well that I think are pretty good.
Like if you want more information about what football.fun is doing and how they're going to implement different sports as well.
The Modern Market did a really good show and there's already some clips out uh of excerpts on
that and then also they were with uh mando and faro can all them for the um minutes and you guys
can check that out as well so uh let's see let's see um ando announced tokenized stocks and ETF and then kalshi introduces prediction combos
Their version of parlays
So that's out now. So that's more or less what's happening
I'm going to post up to the top if you guys want to participate in the football dot fun ICO
slash IPO
We know that that's more or less the I guess you would call it the meta right now
after people have been seeing.
So, I got that going.
This is, you can participate in a couple different spots.
There's the Kraken link.
Well, here, I'm going to actually post the official one.
And then, in here, there's the Kraken link and the Legion link.
So, you can actually choose where you'd like to participate, if you'd like to participate.
Also, just a couple videos as well that I suggest you listening to,
as mentioned, right, these clips that just do a little breakdown
of how they plan to implement the token in future, right?
I did listen to a little bit of the interview just to talk.
Their goal right now isn't necessarily to be the app, right,
or be the protocol, but it is to be acquired. We're like
to flat out sell this concept or sell these concept, these payment rails, these usership
to a DraftKings or something like the sorts. So just know that while you're investing that that's
their end goal. So you can align it with whatever potential you think your end goal is on that.
Boom.
And then lastly, we had an interesting little piece of news.
A couple things going on.
Ultimately, prediction markets, I think, may hear about things first
or just people are wanting to speculate and bet.
So two things.
One is the will we get the tariffs dividend kickback by the end of this year? That's up to, I think, 90 percent. No. Right. Trump mentioned about a year ago or something like I mean, not a year ago, a couple a month ago or two months ago that there was the potential of us getting a stimulus check.
check. And then there was an active bet on Polymarket slash Kalshi. Will we get that before
the year end? And that is probably no. And then lastly, 75% chance that the Supreme Court rules
against the Trump tariffs. And we know that that's also been a topic of conversation recently and
what the issue would be if that happens, right?
More or less, Trump's kind of strategy when he came down to this tariffs was do first, ask for forgiveness later, and hopefully you make such a big mess that there is no real way forward, right?
It's like, yo, you got to mop the ocean.
Well, motherfucker, it's not going to happen.
So we're going to leave the ocean here and we're just going to build the town around what we got. Right. And that's kind of the solution
that most people were expecting or are hoping for. Um, but we just got to see how this unravels
on if they're deemed, uh, unconstitutional or whatever it is, how exactly the politics side
of things is going to come into, well, you're going to take, you know,
stimulus money away, or there's this much that's been generated, etc. So just keep that in context, keep that in mind, especially also while you're keeping up with this stuff in the more political
side of things, right? I think his last post or comment nationally was that there's $18 trillion
that have been from tariff alone alone we don't even have 18
trillion dollars like that's a number that that doesn't even exist here in america in general you
know what i'm saying so let's start there and then you know we can expand on those topics so
take it with a grain of salt always check yourselves uh but yeah that's more or less
kind of a brighter a broader scope of what's going on
in the market and then a little bit zooming in and then i think a last piece of information that
i thought was cool uh fwiz right a lot of people don't really know him by that name but fwiz was
the um i guess you would say director of bd and who made polygon go on a crazy run uh when polygon
was quote-unquote relevant for a while right um not to say that they're not anymore but they're
not in the limelight they're not main character when polygon secured starbucks when polygon
secured uh all these bigger web 2 companies and it was just all over headlines.
That was because of him.
It was his connections.
Well, he is now the CEO of Kronos, right?
And so CRO is crypto.com's coin and crypto.com's ecosystem.
And so I would just be on the lookout for maybe a potential long on CRO,
or even looking at buying some spot bags over there, because FWIZ, maybe it doesn't
move the network in terms of, let's just say, TVL growth or becoming relevant to us.
But when Polygon secured Starbucks, that was the talk of the town, right? And that was one
of our clear examples of a Web2 giant using Web3 tech in some way, shape, or form, regardless of
whether the barista knew about the stamp program and all this other bullshit. That's us. And that's,
you know, operational level, but just, I would look at a potential opportunity with the CRO token and things in that ecosystem. So I wanted to make sure you guys saw that. Next, OpenSea has ended
and started their new chests slash voyages. So if you're still donating to OpenSea in hopes of
getting an airdrop, GG's to you. And continue, right?
I mean, now it's, I mean,
you're fucking three waves in.
You better not stop.
But wave four has just ended.
And now we are on beginning with wave five, right?
Between now and Wednesday,
all trading activity will count towards your wave.
Oh, sorry.
Wave four, chest progress.
And wave three was just
ended. And so you guys can check that out. See if you want. Remember it does quote unquote stack
and they are giving opportunities out in terms of whitelist to mint JPEGs and all this kind of stuff
based off of how many chests you've gotten or what level your last chest was right you were able to
participate in the fog mint if you had i think a bronze chest or something like that or higher
right or you were able to get free bubbles with the x copy mint so it's just stuff like that that
can apply i'm personally not bothering with fucking open sea anymore especially after they're dragging
this out as long as possible but i mean it is what it is just wanted to give a little break real quick ali you got something to
add or anything you're looking at right now well i've been kind of tapped out um because of the
move and everything but i did see something interesting this morning um i have like a
little source that i browse for top followed accounts like in the past
X amount of time. And prediction markets are really, they're really getting crazy. So there's
a new one that's going to be, it doesn't appear to be live yet, but it's called light cone.
And you will be able to trade in like parallel universes.
So I know that sounds wild, but I read the article about it because I was like, what trade in parallel universes?
What does this even mean?
But an example would be you would be able to trade on events that you think are going to happen if something definitely happened. So for example,
what would the price of Bitcoin be if Michael Saylor got, if he defaults on debt vehicle?
Or what would the price of Bitcoin be if the US government directly buys,
excuse me, directly buys Bitcoin? so these events haven't actually happened
yet but in this parallel universe you're acting as if they have and you can trade as if they've
already happened like one way or the other so i think that that's really interesting it opens for
a lot of universes happen or like who determines who makes the markets i don't know the um the
platform i'm not sure like it's not live yet. So there's
really nothing even, there's not much to browse except for the article that they've posted.
And it's pretty good. I'll pin the actual article about Lightcone and you can get to the
account that way, like through this article, but it is interesting. And
things for me, at least things are kind of boring right now. So something like this,
this is like a gambler's like paradise, probably like you have to be like a true degenerate to want to be spending your money on things that haven't even happened, like parallel universes.
But I do think that there is like a niche of the market that will participate in it and i mean i might try it out because there isn't for me at least besides
like spot things that i'm holding i have mostly stables and there isn't that much going on
so if i want to stay involved and engaged i have to find things to participate in
so like this is interesting to me in particular so i I'm going to pin it up. No, go ahead. Because that's one of the things, too.
I mean, I guess what.
I take showing up every day as the Annie, right?
I mean, you got an Annie up to sit at the table.
If any of you guys have played poker, any of you guys are in any kind of, let's just say, longevity-style game.
I mean, sometimes you just sit there and you donate your Annie every day.
So when the hand heats up, when the tides turn, right, you're there.
You're well informed.
You know if there's been any changes or anything like that.
So I'm just trying not to lose money every day.
So I feel you, you know, because I mean, I think that that's just as good right now
than try to make money every day and punt at nothing.
So I'm more or less, yeah, trying not
to lose bread every day, just be okay with the boredom, quote unquote, that exists. But I mean,
it is a not to say or be cliche, but hey, we're earlier a good time, but it is a good time in
crypto in terms of overall, nothing's changed, right? There's still only x amount of bitcoin there's x amount of
bitcoin in rotation and that's it if you base everything off that that bitcoin is different
than crypto and then crypto is then paired to bitcoin you can move in that move and just that's
how i am right hey that nothing's changed fundamentally and until that does i think
that we're still okay it It's just the natural chop
of things. Pinned up top, we got combination, right? So Cryptoys has existed in our space for
a couple, I would say a year plus or so. And then they're now partnering slash have the IP rights
to Mickey and friends. So just keep that in mind. It's not, I mean, all of this,
when you go into these IP worlds, there's a difference between Mickey and Friends.
There's a difference between Mickey Mouse. There's a difference between Minnie Mouse and,
you know, all that, what version, right? As we saw Steamboat Willie go live or be open for public common use a year or two ago.
So GIF's different versions are also trademarked differently.
Regardless, still a big thing in my opinion.
But it is something like the pinnacle system that Disney already has for their pins and their NFTs.
And then we saw VV with Disney as well.
So they're not the first one to do
this combination digital collectibles thing but just the newest one uh mickey and friends volume
one will be available to public wednesday december 17th so tomorrow with the total supply of 5 000
units at 40 each open a crypt toys cube unbox your digital toy and see which rarity of
mickey and friends will be added to your collection uh crypt toys is also now on abstract they made
that move a couple months ago as well so for anyone that is still actively farming abstract
or even just participating in the abstract ecosystem, this is going to work
towards your XP and could potentially have different, let's just say badges and stuff to
qualify you over there. Full medium article is pinned if you guys want to check that out and
learn a little bit more, but does seem relatively limited, right? 5,000 units at 40 bucks a piece,
whether or not you think it's worth it. I mean, that's your choice. So next, more or less, we had news, a lot of news from Breakpoint.
I think that the interesting part about that is that nothing really moved.
I guess you'd say floors or nothing really moved in terms of excitement crossing over to on-chain,
which typically when we had things that happened in real life, you'd see on-chain activity or
people trying to position for itself. Burb got announced at Breakpoint. I know that we've been
kind of speculating that if that would happen, and it did happen so and they're also utilizing the
soul bound tokens that we've been telling you guys to collect um as a qualifier right so all
the information or at least spencer talking about the little bit of it is pinned to the top
uh it's supposed to happen q1 of next year while also still allowing you some time to grab some of those soulbound tokens for the ones that are still available.
I'm going to post this up here.
You know, ultimately, Moonmass starts instantly.
And then this is someone just breaking down what the current SBTs are, right? I mean, if it were I and I want to position myself for this drop, I'd grab information
like this and go see which SBTs are still available and then which ones that I can grab or
mint or get as many as possible, right? If you think this is going to be something because it's
still leading up and a month is a long time in crypto land. So got that pinned up to the top.
You can add your moon math to it. Moonbirds themselves and nothing in that ecosystem has reacted positively.
Right.
Nothing has gone up in price.
It's actually kind of gone down in price.
So doesn't necessarily I mean, I don't think the people are really seeing this as an opportunity for themselves.
So up to you guys, whether or not it is or not.
Next, I don't know if this is finished yet. I have to double check. Uh, but there is, or there was a big mint going on, um,
on art blocks, right? It is the last art blocks mint ever. It's art blocks 500. Um, I mean,
and I'm pretty sure if MLO is still down there, he can maybe come and add more context or correct me.
But I got it pinned up to the top.
It is a long-ass thread from Snowfro himself.
But TLDR, for now, if you don't own any of his pieces, you cannot participate and be added to the grid.
any of his pieces you cannot participate and be added to the grid uh more information to come
if you don't own any pieces and if it ever gets to the point of other people being able to
participate so we got that for you guys up there it is a a decent read i went onto the page yesterday
tried it out but like i said i don't i'm not on there. Next.
Let's see, let's see, let's see.
Some of this stuff has kind of happened since we've talked, but it's already passed, right?
We have Pudgy Penguins kind of debuting or teasing that they'll be on the Sphere.
I think it's more or less confirmed as well.
So I'll post that up to the top.
Kind of interesting that, you know,
you had Anselm supposed to put a shitter on the sphere,
took money.
Oh, look, even in talking about that.
It's a bad look.
It's a bad look. Oh, he's the first comment.
I was like, even talking about that,
he's literally the first comment on how.
And they're like, oh, it's actually pretty easy. It only took three minutes to set it up.
So, yeah, I mean, that's another thing, too. I think Luca has a little bit of pull. He's been in the space.
And I mean, money talks, regardless of what people people want to do this.
If Ansem would have took all that bread and just sat there and talked to someone and said,
yo, I got 300K or 200K, whatever it is, right?
I mean, it's just, I don't know.
I think it's never what you do.
It's always how you do it.
And then be like, I just want to put this cute ass dog on the sphere.
No one's going to know shit.
You don't got to put dollar sign whiff or hat.
You know what I'm saying?
Just anything like that.
But anyway, penguins are going to be on the sphere.
Anyone that's in
vegas you'll probably go viral and get a nice amount of impressions if you're able to go over
there and record that shit uh and just capture some of that and post it on the timeline so
um and then just kind of covering a lot of it uh what's gone on right because their ecosystem
also did a drop uh they They kind of did a little push
at the end, but we had the Bear Bricks drop. We saw that. We saw that sell out, right? Ultimately
going, reselling, et cetera. And then we also saw the Care Bears drop, right? So they were featured
as a variant slash a special pool in a Care Bears blind box.
So you'd buy a blind box to get Care Bears.
And then inside the special variation variant was a Pudgy Penguin, right?
Pudgy Penguin version of a Care Bear.
So there was that.
Now, since all of this has happened, and you can read the list of basically all their accolades, it's pinned up to the top, price is still down only, right?
And it's just kind of us, one, I would say maturing as an ecosystem, but also realizing that this is great for Pudgy Penguins as a brand, but it doesn't necessarily connect to you as Pudgy Penguin holder number 1651.
neck to you as pudgy penguin holder number 1651. Like that means nothing to you, right? I mean,
no one's coming in here and then buying an equity stake in the brand. And even if they do,
that still means nothing for you, right? So you have to now actively take your penguin,
go through and try to get him IP deals, get on these cards, be the toys that they make.
It's starting to be less of the Web3 companies or
these brands we invested in doing all the work for us, but more so not to say taking the easy
way out, but they provided a character, they provided a drawing and that's it. Maybe access
to some ecosystem and facilitation of deals, but you still have to then go out and feed yourself.
So we're seeing that across the board.
We got apes at the lowest point they've been,
I think since Mint, right?
Slowly starting to come up after Mint,
but since 2021.
And then Pudgy's also more or less at the lowest
that they've been prior to announcements
of just kind of when Luka really started kicking it off, right?
So they're at 4.5 ETH.
They were at 13 earlier in the year, right?
And then you also got Bored Apes, actual Bored Apes, not Mutants or nothing, at 4.8.
And then if you talk money-wise, because I know that we know what these were selling for at one point,
Pudgies are at 13K and Abort Ape is 14K.
So, yeah, it's a little tough if you're a JPEG enjoyer.
It's been a little tough if you're a believer, right?
I think that the believers were punished the most this cycle.
Actually, the most.
And it was funny because we were taught to or or you know the rhetoric was
believe in something uh you know we're never gonna get rich if we don't or if we keep rotating if we
keep doing this shit well most believers got like cooked and uh it is what it is learn something
right don't fall in love with a thousand apr yields all that kind of stuff that we knew and
we talked about we did and we made all those mistakes. And I think it's just part of it. So it's been fun,
but I mean, I don't think it's over. And I think that we make the most money and the opportunities
right are when the bear market's here. And especially with how the algorithm and the
timeline is now, it's more so yelling into the void. So any bit of, I think, intentionality and interest in
some of these projects could land you the ability to beta test, could land you the ability to
be one of their OGs. Whether or not it'll be worth it to be an OG, whether or not it'll be
worth it to be a beta tester, that is still yet to be determined, right? I think that now we're in a new landscape of,
is it worth it to be early anymore?
But you get more opportunities to be early in the bear market.
You get more opportunities to talk to people in the bear,
right, and when there's less participants.
So that's kind of how I'm trying to view this,
I would say this drawback,
as when there are things to do,
there's a better chance that I'll be able to do them, but it's also about just sitting and waiting for things to do, there's a better chance that I'll be able to do them.
But it's also about just sitting and waiting for things to do.
So what up, Sam?
Game up.
Yeah, yeah.
What up?
What up, Chief?
Allison, glad you made your trip.
Glad you got there safe.
Everything came together.
But I was wondering if you guys ever talked about the um
gang stop i may it may be old trading cards ripping packs i read somewhere with one do
he spent like 13 on a pack or whatever he got like can't got like 1500 for bitcoin out of it
or not 1500 but like 150 grand with the bitcoin out of it um trading cards cardsmith something that game
stock i think you can get them at game stop i came across that the other day oh yeah so game
stop has trading cards the same way that like uh like pokemon or anything like that right um
the they have these crypto trading cards and inside the chase right like let's just say if
we're using uh pokemon for example instead of it being a charizard it's a it's a bitcoin like you
were mentioning right you're literally looking for a card that has a bitcoin and a seed phrase
and you can go redeem it and then there's like little prizes right point one of ease point
whatever and the interesting thing is that these are actually denominated in the currency or in the token.
So it's like it's one Bitcoin is in the box or 0.5 Bitcoin or 0.1 ETH.
So whether or not Bitcoin's at 100 grand or Bitcoin's at 50, There's one Bitcoin in that box, in that circulation.
So the same way people gamble and rip packs for Pokemon cards, there's people doing that
for kind of a crypto lottery or gamble.
I think that odds are a little bit more skewed.
It's a little less known about.
And I think way more gambling, right?
Because you can't sell any of the shit you get besides the tokens. Right. No one wants a common.
I don't know whatever the fuck is in there besides the crypto, you know, Elon Musk or something like that.
Right. People just want the coins versus on Pokemon on, let's just say, Pudgy Penguins or any on this shit.
You get a even if you don't get a Charizard, someone wants something else you get.
Right. But yes, it is a physical way for people to
quote unquote play the crypto lottery and actually win and motherfuckers have won bro like bitcoin
like you were saying like people have won full bitcoin other people have won full eth or two or
three and stuff so are these still available yeah they are it's like a it's a weird looking box it's
like uh blue with some eyes or something let me see if i can find them but yeah they are it's like um it's a weird looking box it's like uh blue with some eyes or something
let me see if i can find them but yeah they're at gamestop it's literally like the crypto trading
cards i put the box i put a pack i don't know i still know how to tackle but i was not putting
in your um that ratchel you had a box look yeah it's uh it's called currency trading cards. There you go. And then the people there are like famous people
From I guess just in general like famous minds, you know, like there's cleopatra and stuff like that here
But yeah, it's different series of that and you know, I think that you know
If you keep up with this
You you know when the the coins been pulled from that series or not or if you should buy the next one and stuff
So I think it is possible and there's probably a good hustle there
But you do have to keep up with it and know hey this just came out the bitcoins already been pulled or it hasn't or
There's this amount of prizes figure out if it's worth it because they're not cheap
I think it's like a hundred dollars or something the box or some shit like that. Right, Sam? Like, they're relatively expensive.
Yeah, about $100.
Yeah, like $110, $11, $13, something like that.
Yeah, and you don't get many cards, right?
I think it's less than like if you were, I don't know.
It's different.
But, Chief, I did find this little holding-in-the-wall shop with this guy.
He got a lot of red cars.
I'm going to go in there one day, and I'm going to hit you up and get your advice on the cars.
Got a lot of Pokemon cars, different cars and stuff like that at this little swap shop I found beside my barbershop.
Yeah, for sure.
Appreciate you, Sam.
Two things going on today that will kind of more or less wrap up with, uh, two mints,
right?
One of them, once again, man, since kind of this timeline shit, it's just been so hard
to find.
I would suggest for anybody that's, um, trying to actively make money in this market, get
one of these services.
I think now more than ever, like I've never found value in like a money or one of these like Twitter sniffers, right?
That knows where people are following, knows where smart.
I never really found value because I had my network that I would use.
That network is more or less botched, right?
So to be able to have something that's pulling API data to at least get me started with leads right now is more valuable than ever,
especially for me, right? Or for anyone that's trying to figure out a way to make money in this
space or bring opportunities to you guys. So if you're serious, I'm considering it. I mean,
ultimately, it'll make the show better too. But yeah, I mean, my network's been fucked.
I mean, my network's been fucked.
And if you have a little bit of spare capital, if you're trying to make some bread, get one
And if you have a little bit of spare capital, if you're trying to make some bread,
of these services to follow, right?
So I'm only saying that because there's two big IP mints that are going on today, right?
One is called Mr. Freeman.
I'll post that up.
By the time I saw it, it was too late to even get the opportunity, even for myself or anyone,
right?
And then the second one is Nero.
Nero has been spoken about for a long time.
I was just not under the impression that it hadn't minted yet, but it actually is.
So it was supposed to be an actual mint.
It got changed to free, and now we'll just see exactly how that plays out, right?
So I'll post that up to the top as well
but had been hearing about nero for a while but this mr freeman came i mean shit over a week it
was just boom and it blew up and i don't know at least on my radar so got those two going on if
any of you guys are trying to play secondary go check that out uh secondary hasn't necessarily
been too profitable right uh we had those regular
punks unless you got a rare if you got a rare you're good uh that paid right if you didn't get
a rare i mean you got people dumping them for 10 bucks right so hasn't really been that good
um so just keep that in mind maybe once again if you're not making money losing it isn't is a little
bit better.
But hey, do you?
Other than that, Allison, you got something to add, something that you've been looking at.
Did you already pin what you found earlier?
Yeah, I pinned it up earlier. Okay, cool.
Yeah.
All right.
Well, I appreciate everyone for coming out.
I appreciate everybody that had the noties on.
I know it's a little hard right now to find us or just in general navigate.
But we're here i know it's also a tough time for end of the year slash holidays so
if you guys don't have family if you guys whatever you're going through uh happy holidays right just
know that we're here you know that you can find us some way shape or form either through a dm
through a discord or something so i want to be here you guys, but also know that it's a tough time, not only in
crypto, guys, but it's the holidays, right?
Some people just don't do well with holidays in general.
So that, with price being down, makes it for a sad time.
Other than that, Noti's on for the accounts, the easiest way to keep up with us, especially
with the way the algorithm is.
So notifications on for the TDA page, it with the way the algorithm is so notifications on for
the tda page it only tweets when the space is a reminder or live and it's tda or so poor we'll
catch you guys on thursday y'all be safe have a good one and happy holidays again Thank you.
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