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THE DAILY ALPHAβ»οΈ
Recorded: July 3, 2025 Duration: 1:08:49Space Recording
Short Summary
In a dynamic crypto landscape, Bitcoin's all-time high amidst declining participation raises eyebrows, while legislative moves like Senator Loomis's tax exemption bill could further stimulate market activity. Innovations in platforms and the launch of new investment products signal a shift towards traditional finance integration, highlighting emerging trends and growth opportunities in the crypto space.
Full Transcription
Thank you. what's up tda fam appreciate you guys stopping by the show
it's space tuesday through saturday from 11 to 12 so if you guys could do a like and a repost
that shows that we're here that you guys are engaged it gets the space on the timeline
letting people know that our new time and that we're still, that you guys are engaged. It gets the space on the timeline.
Let people know that our new time,
and that we're still showing up for the past three years.
Obviously, Allison also been doing this for free for a really long time.
If you guys can give her a little engagement,
if it's a bookmark, if it's a like, if it's a repost.
She basically recaps everything we discussed
on the show yesterday, which there's lots of alpha there.
She does that at her job.
So just showing her a
little love showing her a little love appreciation from you guys for doing it we'll keep her going
and it you know helps uh you know else grow the space too and gives you guys more opportunities so
that's ultimately what this is about we love coming to the show every day and discussing
what's going on in the space but for us to go to these other places
and get opportunities for you guys, there needs to be a little more engagement on some of these
posts for them to think that we're actually people that are actually doing this for real.
So any help always helps. And obviously with Bitcoin, just in general, it's the weirdest
market I think I've ever seen in my life where majority of the
people in the space are leaving, but Bitcoin is hitting an all-time high because nobody in the
space actually holds any Bitcoin. But it's absolutely miraculous of what's going on right
now. Lots of manipulation going on with leverage and just sexes in general, longing and shorting,
going on with leverage and just sexes in general, longing and shorting, selling coins that are in
exchanges to liquidate people that have long leverage, longs and shorts. It's been happening
for the past two or three weeks with these kind of big centralized exchanges like Binance,
Binance, Binance, Coinbase kind of selling coins on their exchange to keep the price suppressed.
Obviously, yesterday, we had the big, beautiful bill pass,
adding $4 trillion to our debt.
The dollar, which basically the DXY, has just hit a death cross,
which means that the dollar is possibly going to fall to even lower levels than it has.
I think it has been kind of topping out at like i guess lowering out or
hitting the bottom around 97 um and i think now with this death cross you can maybe see it go
down to the low 90s which has always been a great indicator for crypto and bitcoin in general
so you have that m2 catching up too finally they they're on par and then ultimately the printing
of money has already started on that end so just waiting for
bitcoin to also now catch up to the chart itself yeah uh well i have the dxy chart here basically
showing you guys the death cross with that see if you can find it but you guys all we got you guys
all saw the chart last week that july is typically a pretty positive month here it is us dollar index
the dxy is about to form a death cross on the weekly chart.
The 50-week moving average crossing below the 200-week, a huge upside reversal placed
each of the last two times this happened, March of 2018 and January of 2021.
So you have that being bullish.
And then July's in general.
This happens every post-halving year.
Q3 flips bullish for Bitcoin.
Historically, BTC averages a 15% in July and a 36% in August.
That is a combined 57% in just 62 days.
Even a 30% move from here would send Bitcoin to $140K.
Will history repeat itself?
And then people are basically drawing Fibonaccis,
saying, where are we going?
And a lot of people, I saw a chart this morning
showing that we could possibly hit 166K
in the next, I don't know, few weeks, few years.
I don't even know.
That sounds just crazy.
When we went broke to 111, I couldn't even say it to my parents.
It's just such a foreign number for us to discuss the price of Bitcoin.
I just can't even do it.
So it's been a long time coming, but $166K target has never left.
The golden ratio extension has nailed every major Bitcoin move this cycle.
The only question being how long it takes to get there.
My current estimate is September,
but this has shifted out many times
as the cycle drags its feet
beyond anything we've seen before.
Data reinforces over and over
that the cycle is not finished.
And so the only thing left to do is wait.
Just another 52% increase away.
So this golden Fibononacci which has been pretty
good at predicting the price already says that we could possibly get up to 166k this cycle
and he's saying september i don't actually know when the top is going to be especially with
institutions here maybe it's drawn out a little bit longer but i'm kind of seeing like september
just in general just like how july and and August have been typically bullish. September has been one of our worst months historically,
just in crypto in general. So I'm kind of maybe seeing we get a little frothy here
and the next two months kind of top out, you kind of get no rate cut. Maybe there's an unexpected
no rate cut in September and it kind of moves into maybe one or two maybe at the end of the year
and maybe we kind of go into 2026 with uh expectations of a new federal reserve
the potential of six to seven rate cuts and maybe that's kind of that six month lag we get
and then we kind of refuel this whole thing and break the four-year cycle and go up to all-time
high in 2026 kind of what i'm expecting but i'm thinking that this ends sometime in the next two months
i mean we already have people leaving the space people that are here are just bitcoin investors so i don't know how much more we can do just to keep the retail around especially
when none of the retail has bitcoin exposure so i do think there would be a massive amount of
people leave if we do kind of go down another 20 to 30 percent and people don't get
actually their fun out of this cycle which i think we're probably in the seventh or eighth inning
and what's kind of like fueling that's like so i mean i just find it so interesting that that's
the sentiment that you get from like i guess your timeline right because mine isn't necessarily like
that to where people are leaving or anything like that I mean I just get the hopium of all seasons coming after this Bitcoin dominance drop right so it's
like you still have the hopefulness or I guess you could say that copium that
there will be runs or at least some type of 20 to 30 percent gains on all it's
you know at least like I said from my timeline and from the people that are
there but yeah I mean why would Bitcoin also breaking all time high consistently just bringing more validity to the space?
I mean, I don't know. Doesn't really make sense to leave when you have confirmation.
Right. Basically proof of concept of what you're doing.
So, well, no one's here right now.
And so and everybody's waiting for this altcoin season.
That is not
going to happen. We have stock market now is something that people can do. We have stock
trading that's volatile, that people are making money. And we're just not seeing the returns
in kind of the NFTs in the stuff that our community and just the DGENs they're interested in.
So if we go to all-time high of $130,000 to $166,000,
and alts have like a 1 or 2X from here,
and then everybody capitulates when Bitcoin drops 20% to 30%,
and it's over, then the altcoins are going to go down 50%, 60%,
and all those people are going to get wrecked and leave the space.
And there's not a lot of people here in general.
Like, what I'm saying, this is a crazy, crazy market. And I just feel like because retail is nowhere to be found. New
participants are nowhere to be found. The people that have been kind of struggling and keeping
their head above water, they're leaving, like, there's probably five or six people that leave
this space every week because the returns aren't there. Like, the 0.1 percentage on an NFT mint
isn't what people came here for.
They came here for life-changing money
and they're spending their last shekels
on some of these altcoins
and they're just not having the returns that they expected
and people are just giving up and leaving, dude.
So that's just kind of what I see.
I mean, the altcoins aren't doing
what they've done previous cycles.
And so people aren't adapting to this cycle.
And it's been a Bitcoin-led cycle.
And if Bitcoin continues to run
and people don't put their money in the Bitcoin,
these altcoins, like,
as soon as Bitcoin capitulates 10%, 15%,
altcoins are going to capitulate 30% to 50%.
And then there goes everybody's money.
So I just kind of, I see it, man.
And like, obviously, there's a lot of manipulation going in the market marty has been keeping us up to date on this um
he's basically calling crime on chain at this point he says by this is from earlier today
binance is selling coinbase and circle are buying cme group price is 110 finance price is 109
um 600 as binance flushes late leverage longs and then about 36 minutes ago let's see if you
had an updated version he's talking about how coinbase is getting into it now and so market
make an update here we see coinbase also sending assets to Wintermute to sweep their leverage longs on the regulated futures platform.
How is this legal?
Caroline Defam.
How is that hygienic or fair to customers?
Isn't this a regulated exchange?
I have all the evidence on change.
have all the evidence on chain. So basically there was a 50X and 100X long that they're basically
trying to liquidate so they can continue to send this forward because they don't want to continue
to fund this on their exchange. So they're using customers' coins that have been deposited on
chain to sell to Wintermute to flush these shorts and longs out. And that's why Marty's kind of calling this like,
how is this legal for a regulated crypto exchange to start using funds to start liquidating people?
Isn't this supposed to be fair? And basically, you guys know that Coinbase makes a lot of their
money off these trades and liquidating people. And so the fact this is going on, this has been
happening for about three or four weeks. Binance was basically involved with it, with Bybit and Coinbase probably two
weeks ago. And then they kind of went away for two weeks. And now Binance is back with Coinbase,
basically sending sold Bitcoin to Wintermute to kind of market make this space to kind of
liquidate these longs and shorts both ways. Which is, I don't know if that's legal, dude.
The fact that that's going on,
you're probably not going to see Bitcoin hit all-time high if we have Binance and Coinbase
selling Bitcoin here to keep the press suppressed the hitting all-time highs. So
that's what's going on. Marty also kind of talked about that. I think it was a long on
soul, maybe. He says, clearly this candle was from those two transactions. We are not idiots.
Sol maybe? He says, clearly this candle was from those two transactions. We are not idiots.
This 100X and 50X longs were liquidated. It's all here to see. Now, don't get me wrong. Leverage
trading is a problem. These exchanges are on the hook to carry these positions, and it's in their
best interest to sweep them. But is this a free market or a fair market? Where is the customer
focus? We need answers. it's all on chain so
basically liquidating these uh these long these leverages 50 to 100x which is very high leverage
which all it takes is a few dollars like going from 150 to 154 at a 50x or 100x that liquidates
those people so they're using uh people's coins on their exchange to kind of to flush these which
i don't know if they can actually have the ability to do.
But that's ultimately not your keys, not your cheese.
So there you go.
That's going on.
So just beware.
Leverage trading, I've seen more and more people.
That Bastille guy fucking deactivated his account.
He went all in on leverage trading.
He got completely wrecked.
James Wynn just two weeks ago was fucking calling a black swan and calling 50k Bitcoin. He got wrecked now. He's a bull again. So leverage trading is kind of like, I see a lot of people
moving over there, but man, you're playing against some smart people, man, like institutions,
like people that understand this market more than you do. You're going to get flushed out and you're going to lose your whole port.
And the only time I've ever seen anybody quit is when they blow up their whole port from
leverage trading.
So be very wary with these longs and shorts.
If you're putting high leverage, obviously you can do it.
You can make a lot of money to it.
But I would suggest if you're just starting out, don't go over 3x leverage, man.
It's not looking good. But we also had unemployment
data come in and it's basically dropping the federal reserve cutting rates in July to like
5%. So yesterday we had some capitulating data saying it's not good. And then we got some data
today that it was actually revised upwards. And obviously,
the Federal Reserve has two things they look at. They look at unemployment and inflation.
And if the job market's healthy, then they're not going to use that as kind of an excuse to
cut rates. And the fact that we got revised upwards in jobs had dropped the prediction
on polymarket from 20% yesterday down to five. So it doesn't look like we're going to get that scare of unemployment on the rise. Now they're just looking at inflation and that's normalized.
And obviously we're going to have trade deals. And so it's looking like a 5% chance when we're
at 20% at July. And some people are speculating that we won't even get a September rate cut now.
So that's in the books, that's in the the cards just want you guys to know about some of
the just macro stuff that's going on it's uh kind of runs this market at this point so just wanted
to let you guys know a few things that i'm looking at and then yeah uh just introduced senator loomis
a new bill to not tax crypto transactions under 300 bucks so it's gonna go crazy with free mints and like
cheap just pay gas or platform shit so that'll be interesting if it happens right they're already
entertaining the idea of not taxing bitcoin capital gains and then now crypto transactions
under 300 bucks so i mean eventually we can kind of keep kicking this can down the road but
we know that event an ai or robot's pick this motherfucker up within the next couple years
You know what I'm saying? I we yeah, this is a good la la land
I like living here with y'all, you know, I do but eventually and AI is gonna come in and just clean all this shit up
And then you are gonna have to pay the piper, you know, hopefully you got an exit plan and you can execute beforehand
But yeah, eventually you're gonna have to pay the piper you know hopefully you got an exit plan and you can execute beforehand but yeah eventually you're gonna have to pay the piper for all these little moves you make right
and there'll be there'll be a tax software for that shit for now you know but for now it is a
little tough do you see like projects like it's like an eth project saying hey pay with bitcoin
and you won't be taxed instead of paying with eth just to get around the tax exemption the tax
like liability here.
Like, would you ever see that as a possibility now if this is just Bitcoin that you don't get charged with like a tax exemption?
Like, this isn't Ethereum.
This isn't Solana.
So maybe you see ETH projects say, we'll accept Bitcoin for this mint and mint in Bitcoin.
And we'll airdrop it to you.
And then you don't have to pay a tax on buying or selling this.
Well, I think yes and no. But I also think that the people, like, it'll be a blend of that, right?
It'll be more so like the relay and what we saw yesterday with Mintify for the nameless Mint, right?
They're going to start accepting everything, right?
These platforms and these, like, just launch pads, they're going to now become the middleman
and just basically
Facilitate that for the front end retail consumer, right? Because at the end of the day
Like they don't stand anything to lose if they're actually like businesses in this space to get paid in Bitcoin to get paid in any of that
Right, and they can just do the exchange similar to how side shift does
do the exchange similar to how side shift does right i mean side shift is in effect uh almost
Right. I mean side shift is in effect
like a black hole because you can buy soul on side shift and then send avax l3 maple story
tokens to a completely different wallet but they take the avax and then they go on their
back end and send that out from a completely different wallet too so i think that more
of a mixer style uh approach
is going to happen and then yes they'll cater towards bitcoin or want to get paid in bitcoin
or have that availability and then people will transact in it right but it won't be the contract
like the projects receiving the bread i think it'll be the middleman like the platforms the
magic edens the mintify the whoever's running the relay bridge and all that shit.
That makes sense.
Just give everybody an option to do pretty much whatever currency they do.
And then obviously if Bitcoin is tax exempt, a lot more people are going to use Bitcoin as that currency for the Mint than, say, Ethereum or Solana.
But, you know, if you live in Missouri, guys, you don't have capital gains tax on crypto at all.
So it's a great place to move.
I know you guys would rather move to Puerto Rico, but man, it's great here not having to be taxed on my crypto games man
maybe just uh to just move into a state that actually uh implements this instead of having
to worry about a 300 minimum purchase i don't know maybe we'll see an influx of nft founders
moving here to do this um but yeah i mean we just also peter thiel which was the investor behind
But yeah, I mean, we just also Peter Thiel, which was the investor behind that Plasma and also a huge investor into the IPO of Facebook is basically planning on teaming up with a bunch of investors to actually launch a crypto bank, which is kind of the next phase here.
I've heard rumors that Coinbase is going to do something similar, but just having a bank that is just a crypto bank i think is something that's going to start popping up so paypal co-founder peter thiel
and andrew founder palmer lucky are launching arbiter a digital bank built for crypto tank
for crypto and tech startups so you're gonna start seeing crypto banks where i don't know if you
deposit you can just take loans out through the bank or you can just get a credit card from this bank or a debit card from this bank and just spend your crypto through basically applying to their bank and get loans and all that other stuff that you would get shut Ripple applying for a banking license. You see a lot
of these payments like X and all these other ones, Robinhood also implementing some kind of banking
license and digital payment license. I do think the future will be crypto banks and you're starting
to see the start of it. I mean, the founder of PayPal, which kind of started this digital money
revolution, is now trying to do a digital bank.
I think that a lot of people have been in these investing meetings and know that this is going to happen a lot more.
So they're trying to get ahead of it and try to be the first to launch so they can get the most market share.
So definitely going to start seeing crypto banks pop up. We already see like MasterCard and Coinbase and all these other people offering credit cards for crypto and cash back.
I think Coinbase has a card where if you use their card, you get 4% Bitcoin back.
So we're kind of seeing the start of it.
And I think you may be, I don't know if these are brick and mortar banks.
These are more just like digital banks and just apps.
But I definitely think this is going to be something to keep track of
and probably bring more people in the space.
The fact that you have big people like Peter Thiel backing it.
So I'm going to bring that to your attention.
That's big news. Just in general, seeing someone like that coming into the crypto space that's been a huge investor into some of the biggest startups in the world so
try out to peter thill shout out to him and then x had some updates if you guys are on ios
basically they had some new features added to the notification tab. It's basically just a timer on when the notifications popped up in your kind of notification center.
So when you go into your notifications, it'll show you like this happened 52 seconds ago.
This happened seven minutes ago.
It's a small update, but there are some new updates on X.
If you have an iOS as your app, just update it, and you'll start seeing it pop up on the far right corner of your notification.
Did you also see that the new XAI,
like with Grok, that they implemented cloud storage now?
So you can start utilizing Grok,
like uploading files, similar to ChatGBT
or anything like that, right?
And it'll actually work as like a file transfer service.
So you'll be able to upload and access these just anywhere, re-download certain things.
And so similar to like an AWS, but specifically for Grok itself.
That's crazy.
I saw Figma, which is kind of like a thing that you use for graphics.
They are going to IPO and they got a,
you have to basically show your balance and they had like Bitcoin on their balance sheet
and shit like that.
That was something that I saw
that I didn't bring up yesterday.
So just more people have to do disclosure
once they go IPO and kind of exposing themselves
to actually being massive Bitcoin holders.
I mean, just finish off this, I guess, macro talk
is just that whole tokenized thing since we just talked about OpenAI and ChatGBT.
Did you see all of that about basically OpenAI coming out and saying these OpenAI tokens are not equity in OpenAI?
I mean, how is it?
I mean, they don't even have a fucking stock yet.
And then Elon Musk came out and was like, you guys are fake in general.
It's supposed to be an open project.
It's supposed to be for charity.
And now you guys are IPO-ing, scamming people.
And now people are offering equity in your company when you don't even have a token or you haven't even IPO-ed yet.
So what was the response from Robinhood?
It said, tokenized stocks really are from the description of services. It says when a new U.S. stock derivative contract is entered, Robinhood will simultaneously issue a mint over the blockchain of a new fungible token.
This token represents the ownership rights that the customer has over the U.S. stock derivative.
The token is non-transferable and non-assignable.
When the U.S. stock derivative is closed out, Robinhood burns the tokenized U.S. stock derivative contract from the blockchain.
I'm going to burn it from the blockchain, bro.
The derivative contract is based on the value of all its underlying assets, which would be the U.S. stock or ETF.
Instead of owning the actual thing, you're betting on how its price will move.
Customers will have certain contractual rights under the terms of the U.S. stock derivative
contract, but do not have ownership over the stock or the ETF itself. So you are trading,
you're basically longing and shorting a synthetic token that represents the price of the stock.
But at the end of the day, you don't own the stock itself.
And it's not even a stock.
It's not even a synthetic of the stock.
It's a synthetic of the stock's price.
So I think that that's ultimately one of the interesting parts, too.
So just be careful in this whole bringing these equities on market.
We've seen attempts at this over and over, right? Like,
it's almost like we're knocking at the door. Eventually, we're going to break through,
right? Some of these look really good. Some of these you want to open the door and like go full
force in, but they're not and they haven't been what they've seen, right? So just keep that in
mind if you're going out there jumping into Tesla or SPY or any of these most traded ones over this last week.
Just as these continue to expand, do a little research on how exactly that token is tokenized
in fact.
Yeah, I mean, yesterday we brought up day two of this X stocks thing that is launched
through Kraken.
I think it's on Sol using Camino.
It was at $6 million of total volume. And yesterday, they upticked another
$2 million. So StockX crossed $8.5 million of total trading on day three. He said,
we're good to see how this behaves with time, but I believe good markets, more money flow into alts,
bad markets, more money flow into on-chain stocks. The most famous in the three days has been SpyX with 4.5
million volume trading yesterday. So this chart is showing the uptick of interest of trading stocks
on this X stocks. And it's kind of more validity that now we have a new predator
in the wilderness of Web3 that's taking our liquidity and now it's just traditional stocks on this trading platform and it's you know if this continues to go up you're
going to see your alts bleed just because people are pulling liquidity from their alts and trying
to trade stocks in general which is kind of more traditional way of doing it so yeah i'll keep
track of this for you guys i mean this could be the start of a new meta i mean a lot of people
are like oh no no no no no, no, no, no, no.
This isn't it.
This isn't it.
But with the volume that's going up every day, this could be the very first kind of hint
that this could be a lot bigger than some people are expecting.
So I'll keep track of all the volume.
People are reporting on it every day.
Just wanted to keep you guys updated on kind of new metas.
And we are looking for new metas in this space.
I think this is a great transition recently of, like, what's next?
We went through the launchpad meta.
That kind of capitulated, and now people are believing in tokens again.
But, like, there is room for new stuff, and this is the newest thing.
And it looks like by volume that this has continued to trend up, that this could be the new meta,
and you're kind of seeing the first few days of it. And obviously, there'll be times of down periods. But I do think
this person's right. In a market where things aren't structurally sound, might as well go to
the stock market where these traditional things are just moving up like crazy. Like the stock
market in general has gone up at a crazy amount recently. And so why dabble into altcoins
that you can get rugged by DGINs and Zoomers Soyboys
when you can go to the traditional side
and make a positive return
and don't have to worry about getting rugged.
So it's just something I'm going to keep track of
and we'll keep you guys updated.
I haven't actually dabbled with any of it.
I actually downloaded a Robinhood app recently
and bought some Coinbase at $300,
but I haven't actually gone into the X stocks platform where you can pretty much trade all your shit coins for stocks.
You could trade your pups for Tesla.
You could pretty much trade any fucking coin on Solana with these stocks.
And it's pretty interesting how it's working.
And it's up another $2 million in total volume in just one day.
So it definitely looks like a start of a new meta.
And then that Solana ETF had a crazy inflows yesterday.
The first ever Solana staking ETF,
Rexshared, had recorded over 23 million in trading volume
within the first two hours of trading on day two,
surpassing a day one of 20 million.
So a lot of people are calling this fake,
like got to work around. What the fuck is this? And it's actually doing pretty well.
I'm not so bullish on the Solana ETFs. I do think it could bring some more inflows into the space
and maybe it goes into the altcoins, especially if they have staking. But the fact that you don't
have BlackRock launching one, I don't think we're going to see the crazy inflows
like with the ones that BlackRock's involved
with the Bitcoin and ETH ones.
So this is pretty good for the first two days
considering no one knows who RexShares is.
But in the future, we're going to have more of these
from Grayscale and possibly Fidelity
that will offer staking
and probably you'll get institutions into Solana more.
Maybe that will be a nice little liquidity bump
for our altcoins on Solanaana so that's a little macro um i know it's kind of boring but uh you
guys got to pay attention this is what the market's running off of these days but i have seen a guy i
have seen uptick in just ordinals in general yeah those sales were dope we'll jump into that real
quick i just wanted to talk about this i mean as we're just wrapping up kind of the higher level talk, did you see the boards? Right. Ultimately, we've had this rise and this kind of overtake of InfoFi and SocialFi. Right. Cato leaderboard. We've been kind of covering that, covering these experiences, Yapio, etc. Well, yesterday, I think one of the most interesting things is kind of what happened,
right? So the prime minister wrote the word Ghana, and there is someone that has a leaderboard out
there called Hana Network. Well, they assumed that Ghana was GM, like G Hana. You know how
everyone's doing G Kato, G all of that kind of stuff, right?
G virtuals in order to farm points.
Well, he's the number one in mindshare because ultimately he's the prime minister of old
country.
So his shit got lit the fuck up and homie managed to take the mindshare board and he's
number one.
So I think that this is ultimately interesting, too.
It's that people that are out there creating content that aren't necessarily qualifying for yaps aren't necessarily qualifying for any of these boards
right uh there's certain metrics that they set up when getting a leaderboard or when using these
info5 platforms that are similar like um search engine optimization right so there are keywords
that are tagged that they qualify for points, that they
qualify for apps, and ones that they don't, right? As they're ultimately continuing to tweak this
algorithm, they've already said that, you know, Vader, for example, kind of leading into some
virtual talk too. So Vader, for example, you can't talk about price, right? You can't talk about
where you are on the leaderboard anymore like that, right?
It has to, in a sense, be something about the AI, the tech, and kind of promoting positive
kind of conversation around it.
And similar with Cato as well, too.
You're technically not supposed to be sitting here and saying, well, they're offering 0.1%
towards all the Cato yappers.
Can you imagine what it is, this, that, right? It's not going to
qualify you, right? So it's just interesting to see that obviously AI is not perfect. This is
kind of something that's been going around, right? But I will say this, I was looking at the Yappy
Barras, they're at 1.7 ETH. There is a second Cato airdrop, and I think that these will kind of run back up to
their range of three to four ETH once that's announced, right? Ultimately, Cato is taking
in anywhere from 100 to 150k per project that gets a leaderboard on there. I think last week
at peak, there were roughly 88 projects with leaderboards actively running at the same time.
roughly 88 projects with leaderboards actively running at the same time. So just be prepared
for this potential next airdrop. If you are participating, make sure your account's still
linked. Make sure you're not in quote unquote yap jail and just figure out the algorithm aspect of
it, right? I'm not saying don't, but I'm showing you that the algorithm isn't always perfect
and that you can just reply
guy or do a specific method and still get these yaps, right? What is it? Lord Arf tells us all the
time he's on the leaderboard consistently and he just reply guys. He doesn't even necessarily write
his own posts, maybe one or two throughout the entire campaign, and then just interacts with
smart followers. uh be on the
lookout for this new kato airdrop for season two i think that the actual yappy bars are undervalued
and then um just yeah just thought that this was interesting about the board itself well i was kind
of thinking uh just in general we have kaito has their own nft we have ethos has their own nft
when's virtual is going to come out with their own nft
like offer points or extra virgin points if you stake your nft or something like that i'm just like thinking all these launch pads are launching their own fts and giving benefits to their main
holders or their main use case why don't virtuals ever launches nft dude that would definitely be a
cook it definitely gives some benefits to like new or people like diehard community members and
this is uh i posted this up top this is probably the talk of the town at least for right now in the virtual
zico system this is uh an ai agent coming from star lordy the only force team uh that group of
lord builders right um they've been in the game for a while in terms of just creating this ai
content they ventured onto the Bitcoin side of things.
Troy, I think, is also involved and helped
with just some of this creating
and like the voice acting part, right?
And the AI agent itself actually got,
quote, retweeted by Black Mirror.
Black Mirror is ultimately coming into the space
with their own coin and their own kind of attempt
at this AI agent.
But it recognized i guess
the figure or this eve ai just the outlook whatever it was the transmission and somehow
black mirror did a full-blown tweet about it and just recognized it so currently sitting at
uh 85 filled uh it has 22 more hours for you to go commit and pledge. This will be over 100% and over committed.
So if you want to participate, go check it out.
Once again, this is on the virtuals platform.
So you need to have virgin points and the virtuals token.
There is a quote unquote penalty if you sell too quick.
So there are a couple stipulations to this participation aspect.
It's not, hey, I want to, I like i like oni force and i want to get in right so this is if you're participating in virtuals i
think that this is the next profitable probably a decent return the black mirror is uh backed
by animoca brands too i i swear i thought that they were backed by animoca too um i don't know
the new the new the one that they're coming out
with the token and all that kind of what is star lordy's what's the name of that uh oni force yeah
aren't they aren't they backed by animoka too no this was just them by themselves okay i thought
they were i thought they had like backing by animoka i know they were doing they're doing like
the a lot of the anime stuff 2022 there's a lot of these projects that were backed by animoka i just
kind of seen if there's maybe a connection between animoka and that's why here i'll post it up to the
top right here so this is literally black mirror saying that uh it recognizes this protocol named
eva and just tries to talk to it like the ais are talking to each other type shit so
that's it i saw the update from Black Mirror.
I was kind of looking at it on the live stream.
I don't know what the fuck they're doing.
Is it an AI agent?
Like they're talking about their mirror token.
You hold it, you get airdrops and shit like that.
It's basically Black Mirror, the Netflix series,
is coming into Web3 doing some kind of social ID,
kind of social score.
I connected my ex to it and it was basically analyzing my my ex and was going to give me a social credit score and going to use that as like
similar to an ethos score i guess but i never loaded so they are doing some like combination of
ai social id ethos kind of centric kind of thing through black mirror and the fact that it's backed
by animoka i don't know man could be something i don't know i don't i don't i really don't
understand it but uh it's up to look at i mean animoka is launching their own chain soon could
this all be integrated into the chain i know the chain when it first came out when they discussed
it it was talked about ai agents being built on it.
So could this Black Mirror agent be part of just the rollout of the Animoca brand's chain that's coming out in Q3?
So I guess we'll find out.
Have you checked it out other than just like commenting on the Black Mirror thing, Chief?
Have you checked out like the details of what it does?
It's like a social ID score.
Yeah.
I haven't even i was kind of yeah i was going through the dashboard and there's it was really laggy wouldn't like process it but there's
something to do with holding the coin and getting airdrops and then some kind of social id score
which was like your social credit score that they previewed in one uh in season one so
guys check it out we'll see how it goes do you want to talk about some of the ordinals
being swept up like a lot of big sales just on node monkeys and ordinal maxi biz in the past
you know 24 hours everybody's calling for roon june um it definitely looks like that never
happened but definitely like ordinals are getting a bid yeah i mean you had the penny so for 0.2
bitcoin that's roughly about 19 grand um you have uh shrooms right two shrooms
sold over the last week 0.55 0.4 um and then you add two grail ombs of blue eyes and red eyes
and i don't understand the alien node monkey like i get it but i mean i saw i literally saw a post
right i mean node monkeys
are under mint with 1.2 bitcoin you could probably do a decent amount of damage if you just swept the
floor uh and kind of put yourself in a better position with your buys um just as a trader and
then work your sell those off and then go buy your alien like i mean i think this is one of those hey
i got the the cash i want to make a
little splash situation right because the market's hot because people are talking about these grail
sales that gives you a chance to do that and maybe just rock you know washing some bread and having
some fun like i said you got the cash and i'll make a splash and i can sell it to myself and just
make some headlines or you know whatever it may be. But that makes sense from a trader perspective.
1.2 Bitcoin, you could definitely just sweep the floor and actually cook.
If ordinals are about to catch a bid, even a 10% bid would make you all your bread back.
But yeah.
Yeah.
I just kind of see like you see Hyperliquid gets all the talk.
It goes up to $45 and IPO rises.
Obviously, runes aren't the degen tool for speculation on Bitcoin.
So I think the only one that actually has like good product market fit is ordinal.
So if you think that Bitcoin is going to go hit $120K, $300K, $166K, and you want to degen,
pretty much the only thing you could degen is leverage or getting
ordinals exposure and maybe that's some of these whales understanding that they're about to bid this
shit getting position and maybe that's kind of where the the upside comes from um was speculating
on bitcoin this cycle so i mean it's not a bad bet but like i said do agree, like why go spend 1.29 Bitcoin on a node alien when you could go sweep the floor and be able to sell these a lot more and more profit probably if there is an upswing on the floor.
So I don't know. As a trader, I wouldn't suggest it, but this is kind of more fuel to there's possibly going to be some kind of ordinal season.
kind of more fuel to there's possibly going to be some kind of ordinal season and this is
this whole ordinals market has been oversold to death like there's not a lot of attention over
there nothing is pretty much over 4k like the 10k collections and so i don't know it definitely
feels like if there is a bit on bitcoin that this could get some attention going into a hundred i Bro, 100, I mean, 100, 1.2 Bitcoin will get you roughly, roughly about 45, almost 50 node monkeys.
Versus the one alien, you know, like, that's what I'm saying.
You could definitely cook that up and it makes a lot more sense to do it that way.
And just play with whatever semi-rares you get or whatever it may be.
But it is what it is.
Someone, like I said, is trying to send a message.
Well, if he swept that, that would go from fucking crazy floor.
So if he's trying to get rid of that money right now and put it into an asset,
he's not going to go sweep 50 of them and raise the collection.
He's going to have to buy over a probably two to three week time period
so you can get the best dollar amount for it
so i don't know like if say the price goes up like crazy and the next week that alien will probably
be worth more than him have to inspect the next two weeks dollar cost averaging into the floor
so maybe he's thinking that if the price rips that that node monkey will go from 1.29 bitcoin
to two bitcoin and then he made 60 000 instead of
spending the next two weeks having the dollar cost average into the into the collection so maybe he
knows that bitcoin's about to rip this collection is about to get a bid because i mean node monkeys
is like a vc ran fucking collection it was in the beginning so maybe there's a bunch of whales that
are positioning themselves saying yeah we're about to bid this shit there's no i'm gonna get some
exposure oh my god dude there were so many vcs to bid this shit. He's like, I'm going to get some exposure. Oh my god, dude. There were so many VCs
in that fucking shit, dude. It was like fucking
moonbirds of fucking
ordinals life cycle, dude.
It was rock
and co.
Well, it was rock's pretty connected.
But it's not VC. He just made
hundreds of thousands of dollars
doing his thing early on, but I mean,
there was no VCs.
How did it get, I mean, there's no way that there wasn't big vc money pumping that collection it got
up to almost one bitcoin that wasn't dj it was him owning one about one percent of the i mean
ten percent of the collection and having all the money from the the the vault of it bro i mean it's
always been him so he pumped the collection all by himself
up to nine yeah the same way that he did all the transactions on bitcoin early days and i mean even
casey and raf will tell you that he he he don't care to spend money to make money right and that's
what he did i mean the early days on it was him him and friends like i mean that's the thing about
it but it's they're not like actual like, actual, like, corporate suits.
It's just a bunch of fucking DGens.
Well, his friends are fucking high places.
Let's put it that way.
Yeah, they got bread.
Definitely.
Like I said, they made mad bread early on with all these early inscriptions.
There's still collections out there that are early on and sub-fucking-1K that exists and all this kind of shit that have yet to hit the blockchain so yeah i mean we had the like the organic one was bitcoin puppets with
all the degenerates in it you know it needs so much exposure and it flooded the timeline and
that was organic and uh oracle maxibiz didn't have that or not oracle maxi but uh no monkeys
didn't have that same kind of degenerate culture that
was pumping it so it had to come from like a lot of big money whales or something pumping that shit
that's what that was my speculation was like this guy has some fucking friends that own some big
businesses or some bitcoin whales are sweeping the fuck of this in like china or some shit so
i don't know that was kind of my thought um jupiter launched a token fucking launch pad today
just what we fucking need another fucking token launch pad it's called like jupiter launched a token fucking launch pad today just what we fucking need another fucking
token launch pad it's called like jupiter studio and they're all like sitting up there like oh you
can adjust the creator fee and the bonding curve bro like you're late to the goddamn party my guy
and the reason why launch pads are dead is because yeah it's great for the platform they can farm
fees yes it's great for the creator of the fucking token
um they get 50 percent of rep share of the fucking token transactions but the traders
are getting fucking left holding the bag there is no support from any of these launch pads to
pump into these tokens so they're just creating token after token farming trader after trader
and then the traders get no support from the launch pads other than the bonk bot on the bunch launch pad which pumps like useless and the other tokens there
isn't any of these launch pads that actually support any of these creator tokens which they
just if they get no attention then they just go to the fucking dirt and then the next one pumps and
then it's just like an ever going cycle so that's why i wrote a thesis inside the discord that
launch pads are dead.
And now we're into the believe in something meta.
And you've seen in kind of the rise of that in the past two days of the old
tokens,
like useless,
Costco,
Gurbana,
nobody,
all these tokens aura are all pumping off.
Like these are tokens that became popular during this launchpad meta.
They stuck around, built a community,
and they all caught bids in the past two days.
So I think people, traders, degenerates,
are kind of sick of kind of aping these 10K shitters
and they get all getting rugged,
no support from the launchpads.
And now people are getting back into,
okay, which one survived the past three months?
We're going to ape those
and we're going to hold this while the market goes up.
So I do think we're kind of going in from a take profits,
like hate this shit,
like to believing into kind of reputable communities,
if you could say it's reputable.
And you're kind of starting to see the charts
kind of reflect that.
I mean, Aura on Sunday was at 108 million,
pumped all the way to 145 million.
You had Gorbana, which was at 17 million, pumped all the way to 145 million. You had Gorbana, which was at 17 million, pumped to 30 million.
So you're starting to see these older, I guess older coins, these two-month-old coins basically starting to pump because they've actually created some community and traders kind of getting sick of the launch pads.
But I do think the Jupiter one is like two months too late.
is like two months too late.
Everybody's over the launch pads.
Everybody's over the launch pads.
I know there might be a few of these
that get launched on here
that actually catch a bid
because like the first tokens on these pads
usually catch a bid.
But I don't see this having any sustainable success
and these fucking coins fucking go to zero.
Like Moonshot had a great opportunity
to use Moonpoint as their like marketing fucking token
and promote that.
And they failed to.
They didn't even talk about it at one time
other than listing it.
So I was like,
none of these Launchpad give a fuck about any of these tokens.
And trainers are sick of it.
Now we're in the believing something phase.
And you're going to start seeing a lot of these older coins
fucking catching bids.
So just adjust accordingly.
Just accordingly.
But yeah, it's called Jupe Studio.
I'll pin it up, guys, if you guys want to look into it.
I'm not getting into it.
It's kind of stupid.
But it is backed by Jupiter, which is a reputable brand.
But a lot of these were reputable brands that didn't do shit.
So bring that to your attention.
Go ahead, Chief.
Do you have anything else you want to discuss tonight?
Nameless fucking, what's it, Kapoof?
They cut supply.
I think that the hardest thing on that is maybe
i'm a mintify noob but bro mintify you can't figure out usd value for shit anywhere and
these are being valued in sofon and i'm like 2 000 sofon i'm fucking rich i don't even know
what that means but i'm rich 0.02 yeah brother seventy dollars
this shit's that meant and and how do you get out i'm hearing people complain they can't even like
get off fucking so fun like how do i fucking well keep your money there and buy my bags tomorrow
with remiliacs please don't bridge out because you need to bridge in for remiliacs and that
shit was kind of weird bro i mean not weird, not weird. It just kind of sucked.
It was 10 minutes.
It was like actual 10-minute clock using their bridge.
The official bridge from Sofon.
It says you'll receive your money in 10 minutes.
And it took 10 exact minutes.
I don't even know if the blocks were done or not.
Or if that's just the actual chain.
But yeah.
Mint was kind of
botched they cut supply to basically 50 uh then ultimately it sold out instantly um it was sitting
at roughly mint price right like 2 000 so fond um and yeah we'll see how it plays out i mean
i still i the cop i mean i think the reason why it doesn't do well is like
who how can anybody buy on secondary?
Like, SoFan isn't supported by Magic Eden or OpenSea.
So if you do get enough of dumbasses...
But it's not even supported anywhere, like, for you to use D-Bridge.
It's not supported for you to use Relay.
It's not for you.
So, like, you can't even get the shit if you wanted to participate easily.
So I don't know if that's that friction that could be opportunity and ultimately like,
hey, this can cook.
But it's not looking like that because very few people even took the journey.
You know, we've always seen like frictions there, but some people see the opportunity
and they say, hey, I'm going to make this journey, right?
And go through the 10-minute bridge and go through the headache.
Not many people did that.
It might be similar to ordinals where, like,
obviously you have the first two collections get launched,
you let them go to zero, and then, you know,
these marketplaces basically adopt the SoFan standard,
and then maybe you buy it, like, two weeks after it's launched
when there's no hype, and then the fact that it gets exposure
from these new marketplaces, then it catches catches a bid but I think you're right like the friction
on this point is not great because how can you buy so fun and you're looking for secondary sales
the jack the price and like I said most of the bridges don't have it like it's not available
like that would have been one of those things that okay cool even though it's new and frictionful
get it on rabbi or something you know get your even though it's new and frictionful, get it on Rabi or something.
You know, get your wallet to get it, show it, and work, and then get it, you know, one of the bigger bridges, D-Bridge, or Sideship, one of these to accept it, bro.
Because, yeah, there's, you're very limited.
It's Orbiter Finance, and then the actual primary bridge.
And the UX on their portal is dog like just cheeks bro so i think the best thing to
do is just to launch these on fucking eath get the exposure from the marketplace well the chain's
live so you can't really do that i know but just get the wallets i mean you're so fond wallets the
same as your ethereum wallet just take snapshots of the wallet and if you guys have like things
that you want to airdrop just airdrop it to that wallet address.
But how does that bring any exposure to SoFan?
But the NFT itself is supposed to bring exposure.
Like, oh, I can get like Hypo Hypeos were on base before they bridged.
And be like, you're going to get airdrops.
The NFT is the marketing.
But if the NFT goes to zero on your might on your
main chain your main chain goes down with the nft so you need some kind of speculative value where
everybody can speculate on your nft that has to be beforehand that's what i'm saying it makes
no sense yeah they should know what yeah they should have done it like two or three months ago
on base or ethereum and then promoted it and then like and then bridged it over and they would have
got a lot
more marketing than trying to do this all on a fucking mainnet that no one knows how to participate
on dude yeah that was the biggest issue because i was like i mean at this point it's live so if
they don't launch on sofon it's it's a grift and they don't care about sofon they're using the name
you know so like they're forced to it just sucks that this is the route it was because now it's like you do potentially put let's just say the the chain in the hands of
these nfts and these jpegs and that's the last thing you want to do right is be dependent on
what's produced and whether people like it or not so i mean just look at the track record hedge
empire was the first game people can't even take their funds out.
They didn't even distribute the fees.
There's tons of FUD behind that Ponzi game.
You just had Nameless, the first NFT collection, had a cut supply.
Fucking no one knows how to bridge off the fucker.
And then you have Romilius Maker tomorrow.
Like, on Mintify.
So, like, the first two haven't shown great confidence.
Who's going to fucking bid this one?
Like, I could see it. It's a smaller supply, 2,000. Who's going to fucking bid this one?
I could see it.
It's a smaller supply, 2,000.
It's 0.01 ETH.
That isn't a big risk for people to mint it.
But if you're looking for secondary sales to drive this to a 0.01 ETH, I think you lost the plot.
I think if you get in the Romilius maker tomorrow, it's more of like you're going to hold this for the next two to three months hoping that this
gets you airdrop goodies and that this chain can fucking bounce back and start getting this
distribution on these other marketplaces that's basically like the bet like there's no way you
mint this tomorrow and you could flip it for 0.1 eth like maybe you could flip it for 0.02 0.03
eth which great you just fucking made a hamburger but like that's ultimately what you're getting in
tomorrow if you're minting this in my opinion so i'm gonna i'm gonna try i still have
to fucking set up the rpc and my metamask wallet and all that shit so we'll see how it goes and
obviously you can use orbiter finance the bridge too that's one that uh so fun actually launched
a video with a guy in paris basically breaking down how to bridge your phone yeah that one in the main portal there you go there you go you got anything you want else you want to talk
about my guy yeah let me post some stuff up to the top uh we were talking about oh this is i mean
we'll finish this up since we're on so fun uh angelic kingdom uh ponzi play to earn game coming up um on so fun as well
just released game like mechanics uh go check it out everybody's trying to be the next bitcoin the
next wolf game whatever it may be right so got that up for you guys it's probably the the last
name of the on the list of projects that the actual SoFan Foundation was supporting and giving cross-marketing for.
So maybe the last fucking hope for that.
And then lastly, just to kind of start wrapping us up, there was a new chain that went live.
We talked about the pre-deposit on Katana.
The unlock happened, obviously, over the last week.
You could get your money out.
So anyone that listened to us here on the show and got those crates, congratulations.
The crates are essentially free money.
As of right now, there is no plan for vesting at TGE.
There will be more information after ETH, uh, canes, right?
That's kind of what I've been told.
And then, um, the ecosystem is brand new, right? Similar to when Baruchain
went live and they were in testnet for what, two and a half years, right? Same thing with Sonic was
in testnet for six months to a year, right? There's a million things to do, right? But Katana actually
is fully live. You just don't use the Katana token or don't get the Katana token. So ETH is
available over there, USDC, Bitcoin, through Lombard and all these different platforms.
I'm going to post this up top for you guys. TGE is slated anywhere from six to nine months from now,
right? So potentially January slash February, aka Q1 of next year, or maybe, maybe slim chance of Q4 of this year.
So if you need your money instantly, just keep that in mind as you're participating,
as you're farming, doing any of that shit. Because the chain itself is live,
withdrawals are available at any time. So you can go take advantage of any USDC yields,
any ETH yields, whatever you want to do,
and you can still remove your money and still kind of do that double dip farming. So whole
ecosystem breakdown there. Their UI and UX is actually really good. So you can go to the main
Katana page and click ecosystem and it'll break it all down with direct links. I was slowly going
through a couple of these. I was going to make a write up in the discord and just write some, you know, early finds, get us to get on these wait lists and
sign up and stuff like that. So go check it out. If you're interested in that ecosystem,
it's essentially new and early. You can kind of go probably hard for the next month or two.
And then eventually as people die off of that, going hard, those credits, those transactions could help ride you out through
until time of TGE. So nothing is 100% confirmed yet in terms of date. So once again, just keep
that in mind as you're playing with your money. If you need it, an opportunity cost that comes
with any of this. And then lastly, same thing talking about Infinex. I did a little more research yesterday and they have issued rebases that have access to the token.
So basically NFTs and other things that their Patreons that allow you to unlock tokens come time of TGE.
So technically they haven't TGE yet.
X, I know you asked yesterday.
X, I know you asked yesterday.
And a wallet swept 18 of these Infinex Patreons yesterday, totaling roughly about 80K.
But this is a 100K NFT collection, right?
Ultimately, these NFTs are representative of token allocations.
allocations so keep that in mind if you do want to participate it's a hundred k so for anyone
So keep that in mind if you do want to participate.
It's 100K.
that's trying to get exposure to that infinex airdrop or whenever infinex happens you're
probably better off just yapping about it on kato or replying to smart followers and you can secure
yourself a little bag there right my opinion not worth the 10 g's gotcha yeah i saw that big sweep
that uh jamster book and posted that's crazy i didn't
know it was 100k collection i was like oh that's huge but now you're looking at the collection
size like damn that's massive um i guess the last two things is bald brothers which is pretty much
the hype the most hype the nft collection that's dropping on hyper liquid evm
launching on monday so we won't be here. It's 4,444.
It's going to be a free mint, and it's going to be on drip trade.
They've had a lot of subber activations,
where if you're the first thousand to activate their subber thing on their pages,
you got accepted into a wait list for the wallet submission.
They still haven't given out like
who's whitelisted and who's not yet i'd imagine this is going to be over allocated since it's
free it's probably going to have like 10 000 wallets on it but this one is getting a lot a lot
of um degenerates involved i'm pretty hyped in general we're not going to be here on monday
but if you guys do want to buy on secondary,
I would check out Drip Trade,
which is pretty much the OpenSea for Hyperliquid.
That's where it's going to be at.
That's where it's going to be trading at.
I do think that these will do pretty good on secondary.
It's getting a lot of the same Miglio vibes
that I had last week,
where you see a lot of alpha groups
position themselves to bought this and get involved.
And I do, the people behind the project are like my ladies
So I do think it'll do pretty well and then one that I'm not bad. No, I mentioned this bro
I think that my lady is about to catch a nasty bin. I mean, it's been slowly creeping
I've been actually watching it. It was that to eat on Monday
It is now at 2.2 we're seeing this saturation of just
milady the ribs right i mean they've existed before but there used to be structure uh there
used to be this prestige of being actually listed on the website and all that kind of stuff like
that was all a big deal um if this happens, if Milady catches a bid, if they start not necessarily enforcing, but just talking about the fact that there's only X amount of official collections, I think there's seven or eight.
Those are all probably going to catch a bid.
And I think Milady is probably going to run to right.
They're sitting at roughly about 50 percent down from all timetime high. And they're at about 2-2.
So up 0.25 in the last 24 hours.
Or not 24 hours, sorry, in the last week.
And then I think that they're slowly going to continue.
People are just getting tired of this Deriv game, right?
I mean, Miguelio flat out said they're the first M'Lady Deriv.
Like that was their template for Collabs.
And it's cool, it it's fun but they're
not hitting like they used to this has been like the actual roller coaster coming to an end right
at first you'd get the m'lady team to to support you and some of them those people that actually
have bread would participate with you in those derivatives now it's just the derivative team
of trying to get more unsuspecting wannabes and then you know. Now, it's just the derives team of trying to get more
unsuspecting wannabes,
and then, you know, it's like, it's not even circling
back to the Remilia course, so.
I've been watching it closely in terms of
just price action. I think that
this narrative's gonna flip one of these
days, and
they're just gonna, I mean, that actual
mladies are gonna just rip right back to
4E, and it's gonna be like, you knew it, right? People are gonna get tired of this shit and you're like you knew it that yeah fuck it
I can't even tell what's a fucking m'lady or what's a retardio anymore in the first place like like all these fucking derivatives
I don't even know like which one's real and I think that kind of
Dilutes the brand in general
You're not gonna be able to notice their're well you know six seven thousand dollar asset but why would i go pay the two each
one when i can just go buy drew milio and you can't tell the difference and i get the same
influence because people don't even know that i'm rocking a milady or not so i think the brand is
diluted and i do agree like eventually this is going to be like cringe to have a milady derivative
because everybody's just like we were got cringe when apes fucking took over the timeline
lifecycle. I think there will be a new
IP that emerges from the
ashes that everybody will
replicate in the next cycle. I just don't know what it
will be. But I mean, it's basically
just a psyop. The fact that it's
worked before means it's going to work again
and it makes people comfortable
in an NFT to buy something that
has actually gone up in price and
that ip's gone up new rocks bro rocks are a lot better you guys are slacking on the rocks we i
haven't seen a new rock on bera i haven't seen rocks on so fun yo we need to bring rocks back
because that's the real flex it's like yo you show your normie friend you sold the rock for two bands
they'd be like a rock you'd be like yeah picture of, you show the rock for two bands. They'd be like, a rock? You'd be like, yeah, picture of a rock, bro.
That's it.
Two grand.
And so go back to rocks.
Fuck m'lady dribs.
Right?
I mean, I think that's a lot more fun.
And the lore is better.
Let's do like Labuboos, the next IP.
Just like, we'll just flood.
Like, there needs to be a Labubo NFT that's at least 1k.
They tried.
They made LaFufu NFT. That guy rubbed um labubu guy also like i said rocks rocks are classic rocks are
ether rocks they're from the actual ogs right like super classic i mean it signalizes the bull market
we just need to start selling rocks to everyone but milady's took five months to mint out so you would have deemed that
unsuccessful and then eventually it caught a bid like labubu has taken over the fucking internet
dude why isn't there a nft that is using that and it's not popular i know the coin when it's like
45 million but i do think like maybe labubu is the ip of the next fucking cycle dude maybe that's it what is this what is this mean that's going around this sleaze fucking thing like what is what is the name of
that there has to be a coin related to this dude like this is what happened with please
is it called sleaze all right okay i didn't know what the name of it is i'm like when we saw this
happen with please where we just started seeing memes being created all over the place about
fucking jd vance and
that token went ballistic is there a sleaze token because i cannot get my timeline from people
fucking recreating this iced out grill with this watch in the fucking time in the picture dude
yeah it's like is there that's the name of the token all right i'm gonna go see what
all right i mean this is that's early alpha dude nah it's been out for a while bro it's not alpha
has it it's been out for a while bro it's not alpha yeah it's
been out for for a while like for probably a week and a half the one that i've been seeing a lot more
often and the same thing the token's not catching a bit which is interesting is a little boat dancer
kid like you're seeing everybody make the little boat dancer memes and all that kind of shit you
know the little kid that was like the aura farming boat boy yup yeah i'm like i'm seeing normies in web 2 like everyone
dancing recreating it is like tiktok dances and all that shit and i mean what let's just say six
months ago that'd be a multi-million dollar coin i think now it's it broke one mil once and then
fell right back down you know shit like that you're good at recognizing stuff i don't know
if it's high indian in your ear but you were talking about Labubus before it was popular on the timeline
when you went to Japan.
So I'm going to take your Alpha here
and see if there's a boat-dancing fucking NFT or meme coin I can get into, bro.
Maybe you can send me that contract.
But I guess the last two things was,
obviously, I was all over this the day that it got launched on Backpack,
which is Gorbana fork of Solana.
Basically, they continue the build.
They have some devs from Arbitrum building this thing, single validator, bullish.
In their white paper, they talk about this NFT as the official NFT of the chain that's
going to get you airdrops.
And I was like, the first NFT that launches on this before this even launches is going
to do fucking numbers this launched at 0.33 soul um and it broke 1.2 soul just last night so this
continues to catch a bit it is a derivative from my understanding the art isn't revealed
obviously but uh they have the artist behind rad bros that's gonna be doing the art and revealing
the art so an artist that has done milady derivatives before is going to reveal the art. Obviously, it has a lot of attention vectors. If the token goes up in price, the GORE token goes up,
like it went from 17 to 30, the NFTs catch a bid. Anytime there's an update from the dev team on
what they're doing and launching their bridge, the NFT goes up. So you have a lot of vectors for
the attention to keep flowing into this NFT and it continues continues to grind up it just broke 1.2 sold just
last night when it was under like one point or 0.7 for like two weeks straight and then the last
one that is a hyped mint that's coming on mega eat the digit rabbits um it's gonna be on test
that entity is selling on that extraverse uh marketplace for 110 uh dollars which was kind
of the same price the mcgillios were trading on. I don't know
if we were bullish on fucking experts over the market whitelist because the fact that this can
be manipulated by the founders, but McGillio test that NFTs started at $110 too. And this one is
too. So I know we have the Fibonacci or whatever those are called is pretty hyped. And this one,
or both are going to be launching on testnet first and then bridging over to me i like i like the fibonacci and the the natchez
the mega natchez bro that dude's been here cooking on those rabbits for i would say three to four
months now right like you've seen everybody come and go he's not trying to be first he's not doing
nothing he's doing testnet mints having fun i think he has like 10 or 15 testnet mints collections just because he wants to get art out there.
And he's just fucking around. Right. And his collection is small.
It's 356. That'll be on mainnet.
And so definitely one to look out for as he's not to say doing it right, but he's doing it right.
At least in that sense of trying to get people interested and genuinely involved i i kind of swept through the details i think it's testnet 364 and then that's
gonna be your whitelist and then mainnet he's gonna do another mint and those passes are gonna
be whitelisted and the main collection on mainnet is gonna be a thousand i think that's what i read
i could be wrong i just kind of briefly swept through the details, but I think the test net is kind of like a soulbound token, not a soulbound token,
but just like a pass to the mint when it goes mainnet. And he's going to add an extra like
600 NFTs that will probably go like public or something like that. I'll do more details,
but I thought that's what I saw. But yeah, that's it guys. Appreciate you guys stopping
out the daily alpha. We host it Tuesday through Saturday. I'm not actually sure if we're going
to be here tomorrow.
Chief, do you want to run it tomorrow since it's 4th of July?
Seems like a lot of people are going to be doing their own thing with their families.
Probably won't be a lot of attendance.
So maybe we'll skip tomorrow and we'll come back on Saturday since it is 4th of July.
So we appreciate you guys. Don't blow your hands off tomorrow.
I've done it before. I blew my fucking palm off on a mortar when I was drunk.
And I have never played with fireworks ever fucking again.
So if you're drinking, stay away from the fireworks.
Let the big boys handle it.
And we'll see you guys on Saturday.
I'll leave it here for chief.
I'll see you guys in the foundry.
Appreciate everybody that came out, everybody that listened, everybody that interacted.
Be on the lookout on the page itself.
We'll drop the winners from yesterday's retroro Boy raffle on there. We got
a couple more things coming
next week, right? Astroverse, a couple
projects from Abstract that'll slide through
and give more opportunities for our community.
So, appreciate the likes, appreciate
the retweets. They do go a long way.
They help us grow. They help us get more opportunities.
After the
show's over, Thread'll go out. It'll cover
everything that we talked about.
Use it as a resource when you're doing your own research. Show some love. Stop being fucking
stingy. This stuff is free. And Allison does it for the free as well. It's TDA or stay poor. Have
a happy 4th of July. Don't get too faded and do some dumb shit because when you get here on Friday,
you need your hands, you need your fingers, you need everything else, right? So be careful, guys.
Have fun.
Appreciate anyone that's served.
It's TDA or Stay Poor.
Catch you guys in the Foundry.
Y'all have a good one.
