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THE DAILY ALPHAβ»οΈ
Recorded: Sept. 2, 2025 Duration: 1:22:09Space Recording
Full Transcription
Thank you. Welcome back. oh yo yo welcome back welcome back welcome back welcome back guys it's september 2nd 2025
we're in the ninth month of the year of 2025 not that much longer and the year's gonna be over i
mean christmas and it's kind of. We've already gone halfway through this year. Rate cuts are
less than 15 days away.
The market
is in a place where it
doesn't have a meta, doesn't know where to go.
We're still in fear.
Sell it all, bro. Sell it all.
Selling it all. We're all selling it all.
We're getting out of the market. We're leaving forever.
We're still feeling greed. Still at
Not enough fear to make us go into the fear.
Not enough greed to make us go in greed.
So we're kind of in no man's land.
It's good though, because it was at 46, I think, at the beginning of yesterday.
And we were doing that breakdown to 106.
And then ultimately, you know, this little Bitcoin bounce back is bringing a little bit more confidence in.
I mean, when's the last time you've seen it at neutral?
Like it's typically at fear or greed.
I mean, it's very rare that we stay in neutral for very long.
And so I'm thinking we have to do something here relatively soon.
I know Bollinger Bands are tight.
People are expecting volatility relatively soon.
So I don't know if it's up or down but uh obviously you've seen gold
and silver starting to skyrocket uh my silver is getting close to where i bought in a 20
uh 2008 bro i might break even eventually um so i think that's a sleeper too then i think that
that's like one of those other things that like people don't really understand is that there's different ways to i don't know like invest in
that kind of stuff too you know you can just buy gold or silver spot you can actually have and
hold physical gold and silver bars and stuff like that so i do think it's going to diversify
uh but yeah i mean silver was probably the biggest legger lagger when it came down to
these precious metals for a while now compared to the gold you know yeah i pinned up oh dude they
have the new share the share on the top of this space is different now they go share posts at the
bottom where like the copy of the link is and the little button that threw me off but yeah bitcoin
bulger bands on the monthly time are the tightest levels ever.
Huge volatility incoming.
We do this every time these Bollinger Bands get up.
I think the first time we predicted it right, we said, we're sending, we're going up.
And then the second time I asked this, we said, we're sending.
And we went down with Bollinger Bands kind of as a benchmark of me asking you this.
What do you think, think chief up or down i think we're i mean for bitcoin itself i think bitcoin is going to turn down but i don't think
the market as a whole like crypto's market cap is necessarily going down right i think that as a
whole like you're going to start shifting into more eth eth chart looks good uh inflows of eth
still looks good right so i think that that's more or less
the setup that we're going into. And it's OK if Bitcoin dips a little bit. Right. I mean, ideally,
you can't have it all at the same time. That's kind of just cake and eat it, too. You know,
so it's either one dips and the other runs or one just maintains dominance and stays top dog and
everything else just waits until you know that goes away because
the thing about it is you can't you're not going to skip it right can't skip over bitcoin being
strong and be like no you're you're done if it's going to keep rallying it's going to keep rallying
and everything else is just on pause yeah i mean there's two levels you need to be looking at is
obviously the bull market support ban which we just broke off this morning, which is around 109,
which kind of shows you that bulls are defending that area by pressure.
So that's bullish.
And then the 50-week M&A, which I think is down, it's going to be kind of closing in at 105,
which I would think that we'll probably bounce off that if we get into fear, right?
So typically when you see these, you bands and stuff you know bull market support
band kind of confirms that we're still in a bull market and we bounced off that this morning
went as high as around a high one one ones and then now i think we're kind of stagnant
waiting for stuff to go on but i think something that's being under reported is something that i
stumbled across when i was talking to my parents because they're in the housing building business is that since COVID, just like there was PPP loans, there was actually
a mortgage, I guess it's called like FHA loans that were going out to help people during COVID
to pay their mortgage payments. And that is actually set to expire at the end of the month.
So people that actually have been using these been using this funding from COVID to pay their mortgages,
that's going to basically end by the end of the month, which could cause a financial housing crisis.
And you saw today that Trump is having a meeting.
He talked about some kind of housing crisis or emergency.
And I think they're kind of lining up with that kind of talk.
So these people that basically have been using the government
to pay their mortgage to stay in their houses
are now gonna start all foreclosing on their houses,
which is gonna cause a massive supply shock onto the market
and possibly collapse mortgage payments.
But also you're gonna see a lot of foreclosures
and a lot of uncertainty in the market.
So obviously Trump's speaking today.
I think it's about this, but I was starting to think.
I think we can get a STEMI, bro.
That's what I'm thinking.
I'm thinking that's why we're actually gold is actually going up,
is because I think people are expecting that the only way to get out of this is extend this,
extend these until next year.
And the only way you can extend it is by printing more money.
Well, I mean, that's kind of what they need, right? I mean, the issue is you now have a
surplus of homes, but people don't have the means to want to afford down payments, get into these
homes, right? Afford the current like finance, the finance rate. So if you get a little bit more
money to kind of cushion
You can at least incentivize them in the door, right?
Whether or not they'll be able to maintain these mortgage payments for the next fucking 5 10 30 years or whatever
Ultimately, you're trying to bet on rates going down
But they're at least gonna try to coerce people in the door with well, here extra 2,500 if you want to go buy a house.
Yeah. Or just keep you in the house that you've been in. I think what also might supplement that is actually, we've seen the jobless claims rise and getting people more jobs here, which I don't
know if it's even possible, might filter into next year. And once people can get actually jobs
and actually could start making payments on their own houses, maybe that facilitates more people staying in their
houses. Because if this goes out and there's no jobs to get happening, you're going to see a
massive fucking foreclosures on houses and that's going to spook the market. And so I think Trump
knows this. I mean, Trump, since he's been in the office, has been more aware about the market and
bringing uncertainty to the market and aware of it than any other president i've seen and so i think that this emergency um meeting this morning is going
to be talking about maybe extending this and the only way they can actually send this is actually
print more money which would cause inflation which you have also seen the gold and silver
prices also rising also so i think that is what's ultimately facilitating to this gold and silver
prices is like okay they gotta fund this they're this. They're going to print more money. We have to
get in stuff, scarce assets. And then you're starting to see Bitcoin follow it because it
can only, Bitcoin and gold can only go so high without a Bitcoin being the beta and then being
the digital gold and the digital silver. And so you're starting to see Bitcoin kind of follow
this breakout of gold all time high with kind of the scare in the market with all this stuff so i think that's what's kind of
happened obviously you can go on polymarket today and bet what he's going to talk about which is
dope um a lot of people think trump's dead um so i don't know if you guys seen all the the
conspiracy theories over the past 24 hours or 48, 78 hours.
Trump's apparently dead.
And they want please tokens up like fucking, I think, 500 percent because people are thinking that Jadie Vance is going to come in.
Yep.
So if you go on Polymarket right now, you can.
What will Trump say during announcements today?
Emergency, 46 percent.
Stroke, seven. Golf, 46%. Stroke, 7%.
Golf, 28%.
Crypto, Bitcoin, 3%.
Mars is at 12%.
Stroke.
Stroke's at 7%.
Crypto's at 3% and Stroke's at 7%.
Mars is at 12% over crypto, bro?
Okay.
Elon at 9%.
Aliens at 18%.
Moon at 16%.
China at 46%.
Russia at 52%. Putin at 42%.
So you can go and make your own bets right now.
I think emergency is probably the best bet.
It's at 48%, obviously.
China, 47.
I saw that also China brought out some kind of documentation on the New World Order yesterday.
I don't know if you saw that,
but maybe that's also why people are also getting scared is because China's trying to launch their own banks and digital bank currencies and shit.
And people like, well, we can't fucking,
the only way we can get out of this is fucking buying gold or Bitcoin,
right? It's called the Z blueprint, a new global governance model.
He's called for equity,
equal and orderly multipolar world,
pushing back against US dominance in the Cold War style, block dynamics, emphasize for inclusion,
global economic globalization, and the need for fairer global governance systems.
So the last time we've seen kind of like them printing money and all this other shit,
you know, the digital yuan, people inside China, the only way they can get their money outside of this system
is actually buying gold or buying Bitcoin.
And so this might also be leading to the surge of this,
is this new Z blueprint that's basically talking about new world order shit.
So you guys can read it for yourself.
It's pretty interesting.
But, I mean, I think it's...
I think we have volatility.
I think we're going up, bro.
I think the canary in the coal mine is the gold price.
And seeing gold hitting an all-time high makes me think that they're printing more money.
Everybody thinks we're going lower.
So, when has anybody always been right?
And I think we go higher.
I could be wrong.
But I think also we're seeing, like in like uh into like the m2 money supply
but also um all like toby osciletter was talking about how uh all this shit's actually happening
inside of uh like money markets and stuff like we have yields at all time high again remember last
time yields were over uh treasury yields were over 5%.
We saw people FOMOing gold.
It was kind of the first stage of us kind of FOMOing.
People are like, all right,
if the dollar and debt's going to be worthless,
I'm not going to invest in the dollar.
I'm going to put my stuff in gold.
So we're starting to see treasury yields
get out of control again,
which the last time we saw this,
we saw a FOMO into gold and scarce assets.
And did the government have to basically start buying their debt back because of that?
Yeah, they basically what they did, they converted from 30 year to 10 year.
And so the fact that it was a shorter time frame, people bought more of it than the 30 year.
But yeah, it's not great, dude.
In 15 days, the Fed uh rates will be the first time
in 2025 yet the 30-year treasury yield is now at five percent we have rising interest rates as
market priced in fed cut federal interest rate cuts do you realize what's happening and they
have a whole thread here going over like the treasury yields are high no one wants to buy our
debt and the last time this happened uh back in, I think, June.
And that's when you started to see us go to 112, 113.
That's when we very first broke.
Like our new all-time highs was based off these bonds
and these treasury yields going above 5%.
And that's happening again.
So a lot of stuff happened in the market.
Obviously, housing, China, world government, and then also treasury bonds at 5%.
So it's also facilitating to a lot of scarce assets getting a bid right now, which makes me think Bitcoin is going to go higher too.
So I don't know.
Interesting times.
Obviously, it's the end of the summer.
People are back to school.
People are back to work.
So we'll see, man.
September has always been a pretty
dreary month for stocks in general so maybe we go a bit lower um but i'm thinking we go higher but
that's just me being a bull all the fucking time so that's what i got i mean how was your weekend
chief you got some pokemon cards how we how we just looking at the market obviously i just asked
you a few minutes ago but overall overall, are we in a bullish?
A bullish, are you thinking like September is going to be red or are we kind of going sideways?
What's happening here?
Because we do have rate cuts in like less than two weeks.
So that's what everybody's been fomboing about.
Everybody's been drooling about.
The fact that that's right around the corner just makes me feel like, you know, what are we waiting for?
around the corner just makes me feel like you know i think you just need diversification right
I think you just need diversification, right?
i think that that's been one of the biggest crutches uh crippling aspects this cycle is
people um not wanting to so much diversify right and then that gets personified on the timeline
and then now we're feeling these two percent drawbacks and it's painful, right? Once again, I think we started off last
week with me bringing this topic up, what a crash to 110K and we're sitting here fucking crying in
the club. Like that makes absolutely no sense to me. And if you're crying in the club, that's okay.
But realize why you're crying in the club. Where are you overexposed? Where are you not making
money in different various sectors? It's okay to not make money one place, right? Where are you overexposed? Where are you not making money in different various sectors?
It's okay to not make money one place, right? But if you look around, there's opportunities here.
And it might not be in what you're focused on or anything like that. But then are you willing to
learn a new skill? And are you willing to invest and to try to make bread in a different way?
And if not, that's okay too, right? You're like, no, this is my sector. This is what I'm good at. I'm going to just chill for now. I'm going to go get
a hobby. Or if you want to learn and you got a little extra capital or whatever it may be,
you can emerge yourself and still pull these opportunities out, right? So that's kind of
where I'm at. I mean, once again, 2% drawback, 5% drawback. Dude, we were down like 80%.
100% drawback, 5% drawback. Dude, we were down like 80%. You know what I'm saying? 90. So if
you're not hopeful for the 10 that we got left when we've seen so many shits go to zero, I mean,
I don't know. I think that nothing's really changed so much within a week besides the price.
And I mean, my positions, I haven't, you know, really changed, bought, did anything any major
from last week. Yeah, you participate in the market.
You've made a coin here or JPEG or something, but more or less it's been kind of the same.
So still optimistic.
Like I said, this is the buying opportunity that we were saying for mid-September, right?
Have stables on the side, be ready to go.
So when rate cuts come, you're ready and you have either deployed or you start deploying so yeah i mean what are we thinking about just like people are like the top you know
the cycle market tops october november into the year i mean we're seeing no enthusiasm no direction
no euphoria the fact that supposedly the title the cycle top is in six to seven weeks. This makes me think there's no fucking way we get that much momentum, that much euphoria, that much retail.
Coinbase app going to number one in the app store for us to even hit a cycle top of euphoria.
Typically, we have euphoria, and then it's probably six to seven weeks until the top.
until the top and we basically are at lowest levels no momentum and so it's making me think
And we basically are at lowest levels, no momentum.
that actually the cycle tops probably more like six or seven months away than actually
uh six weeks away and so i think different style top as well right could be instead of
major tops these are now smaller local tops yeah do you think the four-year cycle, like, I think it's, there's no way that the top is in six weeks. So it kind of shows that I think the four-year cycle is extending. If anything, maybe we just have short spurts of little micro bears and micro bulls for kind of the next five to 10 years while crypto gets adopted.
next five to 10 years while crypto gets adopted. There's no way that we're topping in November.
We're six weeks away, seven weeks away from that. Everybody's saying the top's in in November,
December. We're a standstill, bro. We're literally at a standstill. And if you look at any of the
bull markets, they've been led by rate cuts. And we're just got the first one. We're getting the
second one. By the time we get to like two to 3% on the rate cuts, that's when you're going to start
to see FOMO.
And that's not going to happen until next year.
And that's what ultimately leads to altcoin cycles is you can take money out for less
money or you can take money out for a less percentage.
And then that money flows into risk assets and risk assets are crypto.
So I'm thinking like this whole four year cycle, I've been saying this for a while i think is it's gone and it's
gonna be more even relevant when we're sitting here in november and there's nobody still here
the coinbase app is still ranked at 112 youtube views are still low fear and greed index is at
neutral like just think about it guys like there's no way that the top is in six weeks.
That's how far we are from if you predicted it from the last previous cycles.
We're about six to seven weeks away from the local top.
I just can't see it happening.
So I feel like it's either extended or it's over.
And I'm thinking that it's possibly over because ultimately what runs this is macro events, but also interest rate cuts.
And we've already seen the breaking of it.
No one wants to admit that we hit 70K Bitcoin. We hit an all-time high before the halving.
That is something that's never happened before. And why did it happen? Because ETFs. And so the
cycle is less and less concerned about when retail's here than actually macro events that
push adoption. And I think the interest rates dropping to two to
3% is ultimately going to fuel the next, the top. And we haven't even got there yet. We're just
getting the first rate cut, second rate cut of this year right now. And we still have four to
five to go until we get to two to 3%. So until that happens and we get actually momentum here,
I actually think the four-year cycle is actually over. And I think you're starting to see it right now.
And I think you'll start admitting it probably in November and December when it's actually priced in.
And you're sitting here in November saying, oh, this is the worst bull market ever.
Retail never showed up.
And then you'll leave.
And then we'll actually get rate cuts in 2026.
And then you'll be left and gone for.
And then we'll actually hit a fucking euphoria and probably march or may of
next year april of next year so that's kind of what i'm saying man i don't know if you feel the
same way but when you start pattern matching all this shit we basically have six to seven weeks
until the top and there's just no momentum here for even us to get to that to that like there's
no new products there's nothing retail's not interested no one has any money so it's either the worst bull market ever
and we do top and and we had a top in august and this is it or it gets extended and it's
broken forever so i'm feeling about things i saw you pinned up the soul the soul chart i saw this
a few weeks or a few days ago but you know total number of on-chain traders is down to 90 percent
fucking christmas tree i wonder why chief i mean that's what i was gonna show like that's
i mean you can see the progression of that chart people have been posting it for the last month or
so and i mean it's a a sharp decline now right less and less people are quote unquote winning in the casino. Those that are are highly more skilled.
Right.
I call it cabal, call it whatever.
To a certain extent.
I mean, regardless of it being cabal with information wise, take skill.
Right.
To enter, to exit, to successfully deploy, to pump, to not, you know, so can't really
hate on that. but it's becoming i
mean we talked about it i think last week right uh easy was saying that it's becoming professionals
um almost like when you go try to pick up a video game that you've never played or you
played years ago and i mean the skill gap is immense so uh more and more just uh kind of double down on what i was talking about
about diversification um it's okay if you like shitters if you're decent at it right i mean if
you're good you know you're good and perfect your craft right i mean if you're not if you're one of
a passive this is probably one of the sectors in our uh let's just call it crypto casino as a whole
right that is probably one of the most negative EVs, right?
I mean, especially if you don't have the resources
to participate or a bigger bankroll.
So diversify, right?
I know it's fun.
I know it has great returns.
Margins are good, seem good.
But at the end of the day, on paper,
it is the most negative EV section of our ecosystem so i just wanted to post
that up there look into defy it's not about it being sold it's not about anything right just
look into different ways in this ecosystem uh from defy jpegs prediction markets even social
fi right is starting to start make a slow little comeback too. So I think prediction markets, I mean, I just pinned up the chart of the Google trends.
It's it's a piss missile while meme coins are down, which kind of lines up with our
thesis that the easiest, simplest thing to actually understand is actually prediction
markets.
It's a lot simpler to make money.
People always want to bet on stuff.
And the more and more that people are able to.
And those are just fancy words for making a bet bro let's be honest with ourselves you know like we'll sit
here and we talk about this oh prediction market there's this i mean you want to make it real real
simple to onboard someone you place a bet that's it plain and simple yo do you understand this oh
yeah cool instead of making a bet with me we we use this website. Oh, cool. That's it. Very, very simple.
It's very simple, and that's why I think it's...
We talk about DeFi.
Even for crypto sweats, it's a bit complicated.
People don't understand it.
Obviously, meme coins, super high.
Super high skill level.
NFTs, the previous retail that came here already had that experience so
prediction markets is something relatively new and you're starting to see that pop up on kind of uh
dude i saw an ad i think on tiktok or instagram where the guy was like i think it was for call
how do you say that kalashi kalashi market uh yeah kalashi kalashi dude it was it was two fucking dudes two meathead ass gym dudes
sitting there talking about yo i just made 50 bucks he's like oh yeah how he's like i bet on
the weather he's like what yeah the one i saw last week bro that's yeah he's like i fucking i
bet on the weather on whether or not i need a jacket today and i made 50 he's like what you
can do that he's like yeah dude i just
start my day with the five dollar bet and you know you can bet on things like the weather or even you
know your regular stuff like crypto and sports i'm like dude they're promoting like the ultimate
degeneracy for the gambling right it's not even like yo make smart predictions look at this is cool they're they're literally the promotion
is go gamble on if you need a jacket or not and make 50 bucks bro it's kind of insane
well i thought i saw that ad three weeks ago and that's what's kind of starting to lead to my
thesis because it's starting to break into mainstream media and you call betting on the
weather degenerate i mean we have people betting on the fucking, uh, a tick tock with a thousand
views, think it's going to go viral and then it gets PVP by three. So like, if we're talking about
this space being degenerate, that's actually a way less degenerate than what we're actually
betting on. And that's what I'm kind of talking about is like, this is simple. Anybody can have
an edge. Like if you just want to go bet on whether you can bet on weather, you can bet on
sports, you can bet on culture. And it's very, very simple to actually understand and actually make money.
You don't even have to wait for it to 100% confirmed to make a little money.
I had Gavin Newsom bet in our Discord at 20%.
One video of him talking about it shoots the 50%.
My $20 bet is now worth $40 or bet $30 or something.
So I'm up $10.
And if he launches it, then I'm up,
you know, $20 bet turns into an $80 bet. So you don't have to wait for the finality. You can just
make money off the margins of the percentage of the speculation actually occurring, which I think
is a lot simpler. You feel like you're in green a lot more. It's a better experience. And so I feel
like that is why people are getting it. But the
thing that I'm kind of concerned is prediction markets have been the number one topic for the
past month, but we've yet to see a surge in active wallets. This guy says it reminds him of hyper
liquid points farming. Many knew it was a great project, but most couldn't farm because they
didn't trade perps. Now it's the same same people are mega bullish on polymarket but not everyone knows how to actually trade it make of it what you will so maybe we are still
early to it I mean we've been here I still can't get people to make bets on polymarket or even
care about it but uh yeah I mean I do think it's the next emerging technology and I do think it
this is super simple and easier to understand and you're already
seeing a breakthrough how do you think it's gonna work for the bookies bro because i got a bunch of
homies that like especially here in texas because gambling is a no-go i mean i got a bunch of homies
that that are bookies and so i think that stuff like that is gonna really disrupt it because now
you don't have to wait for you gotta hit him hit him up, wait for him to transfer you the money.
You don't got to do none of that, right?
I mean, now it's just online and you can kind of go for it anywhere.
It's way better.
It's just like card trading is way better online than it is actually going to find a car dealer and selling it.
So it makes it more efficient.
And yeah, they're going to take a hit just like how local taxi drivers took a hit when Uber took over.
When digital takes over, it always affects the stuff that's been around the longest.
And bookies are going to take an effect.
And you're already starting to see this.
Even Crypto.com and Underdog partnered to offer sports betting markets.
Underdog is one of the leading apps, betting markets.
It's basically like you can do best ball and fantasy.
Basically, you pick like 20 players,
and you don't have to set your lineup.
If one of your 20 players actually hits,
it optimizes your lineup,
and you basically print as many lineups as you want.
And it's become a huge business in fantasy football.
Now, they're a partner in crypto.com
to actually offer sports betting.
And so you're already, you have these college and poly markets, and now you're seeing the main
digital gambling sites starting to integrate these inside their apps. So it's like,
what comes first? Is it the traditional poly market college? Or is the ones like DraftKings
and FanDuel and
Underdog are the ones that integrate prediction markets and then they take over? So you're going
to start seeing this become more and more relevant in your everyday life. And obviously, the world
is skewing towards hyper-gambleization and hyper-financialization. So I feel like this is
just the beginning. And maybe the fact that this has some crypto rails might get people interested
in crypto more, or maybe they just stay on their traditional markets and just bet with their cash and their Apple Pay.
I want to hear the guy from, there's a new one that's coming up on AVAX that's catching a lot of steam called Predictily.
I don't know if you've seen it.
Predictfully, sorry.
So it's just coming out on AVAX.
It's backed by the avax foundation itself
it's gonna have its own token but yeah i'm gonna get us some some access codes and then
there's one on mega eats that's coming out too i think it's called the same fucking thing
predictfully i think i'll look it up we'll go to allison and i'll bring it up what up allison how
we doing hey what's up i just want to talk about um polymarket because i see some like drama on
the timeline about uma and like how the oracle operates and people like disputing resolutions
so um kelsey and myriad uh myriad is that how you say it um they don't resolve in the same way
i can't pronounce any of these fucking things mariad myriad fucking kalish kalish fuck me
um they don't resolve in the same way so it seems that like at least the ones that i'm aware of
because i swear there's a new one that's popping up every day, like a new site, a new prediction marketplace.
So it's hard to keep up with all of them.
But yeah, I mean, Polymarket, they're still not technically in the US, right?
Like they're working on it.
You have to take a little trip to use it.
But if people keep disputing these things with uma like i think
they're gonna face a difficult time maybe it's people's misunderstanding of how it works i'm not
quite sure um because i've been trying to read comments and it's all over the place uh just
wondering if you espresso had any thoughts on that because I know you've been using it a lot lately.
Did you see...
Yeah, I've seen people pitching about it.
Yeah.
Particularly about the Bitcoin purchase.
Yeah.
And obviously, we talked about how on Polymarket,
there's a board that gets together and they basically finalize it.
And there's times where it's at 95% for, you know,
minutes at a time.
I think ultimately it skews to faster and faster, right?
Like it's in the beginning days of Polymarket.
I think eventually everything will be like API will be fast.
And as soon as something gets released on the,
released on the timeline or they can confirm it.
I think it just gets faster and faster.
And this is what happens when you have emerging technology.
People are slow to adapt.
And I just think right now there is an edge on that
because say something happens,
like Trump says crypto in his thing today,
there'll probably be like a two to three minute time
where that doesn't finalize,
where you can get in at like a 98 and get that two percent capture but eventually i feel like it just skews to faster and faster
uh confirm and this will all be ai generated you won't have to go through anybody and i just think
it's kind of just like a uh just like a new technology going through some growing pains in
my opinion but i think they need like people like Malik on the team writing these rules.
I see he's in the audience.
Because I saw someone even complaining about the Mr. Beast thing.
Because they specifically mentioned $40 million.
And he went over $40 million.
Didn't hit $40 million exactly.
And the way that it was worded was, will he raise $40 million? So people were
attempting, I mean, it's ridiculous, honestly, but, um, people were attempting to dispute it.
And I did see another marketplace that it doesn't have many followers yet. It's called XO market.
Um, I was looking at it last week. It just caught my interest because they had a space going and there is like a female founder on the team, like a co-founder on the team.
And, you know, I brought up a couple of weeks ago that I think that this could potentially bring in a lot of females with changed behavior.
And women like to be right.
And especially with like these shows like love island them and all of
their friends are watching them and of course they would like to bet on who's the next person
to get voted off or to do whatever um i think that there's just like a a big place for women here
anyway my point is that no seriously like if you could bet on i mean especially all the shows that
are getting virality because i mean they're going in kind of waves, right?
All the Netflix hits that are going off.
Some are based off a book, so you kind of know the answer.
Others are somewhat spinned and derived.
So I think that that kind of stuff would open up the door like, oh, what dude is she going to pick or this or that, right?
And especially with something like Love Island, which is 24 hours. so you don't have to really stay too long to wait versus the other stuff you're waiting you
know a year for another season to come out or or you know whatever it may be so yeah when you start
mixing reality tv and then when reality tv itself is getting to the speed that it is today i mean
that opens up a whole new subgenre, right?
That you were talking about women excelling at and just, you know, that being a niche that is dominated predominantly probably by women, right?
Of what's the next viral thing? And then on top of that, like niche categories inside those things.
niche categories inside those things it's not just that it's like fashion and luxury goods like
what is the main color for whatever x collection coming out or what is the next style of birkin
it's fall's colors you know like what what colors are we gonna rock for for no like for fall or
what's the the bag yeah style or something that's coming out so which is all something that exists
and women do anyway
And they do it just tick-tock influence videos like oh, this is whatever
But now imagine that they're actually a bet in the background of how many more videos on
Tick-tock or whatever they use come out. So
So this XO market
Malik being here made me think of it because of the wording on how each market is written and people disputing the specific wording.
On XO market, you need a code to get on there.
So I haven't managed to get a code yet, but they're going to enable like you or I or anyone else using the marketplace to create their own market.
And they have some AI that they've been working on programming that writes the entire thing
for you.
So you would just prompt it with whatever market you wanted to create.
Like next season's Birkenberg is going to be Alligator, for example.
That's just the most random thing.
You could create that market,
and then it would write all of the very specifics that need to be in the wording
so that it could lessen any potential disputes.
I think that more and more marketplaces will end up doing that.
Does anyone know of any others besides this one
that you don't need a code to get on to write your own?
I actually had the live stream last Monday,
or it was a Monday with Rudo,
and we looked over like 25 to 35 new prediction marketplaces.
And I like this one out of all of them,
backed by Delphi Ventures and all those VCs.
And we came to the conclusion
after looking through probably like 20 of them
is that it all comes down to liquidity.
You can have the best technology.
This technology is going to be taken
just like any other technology
by the big marketplaces
and implemented into Polymarket,
into Kalish, into Myrid,
into, you know,
we already seen underdog
implement prediction markets.
And that's why I think it skews to this in the future, AI and instant finality using, uh, APIs like chain link and Pith and all that shit. Um, but it comes down to liquidity. You can create
whatever bets you want, but if there's no liquidity in the bet, it just, it's like similar to meme
coins. Like if the money gets spread out and then there's actually no market because there's no one betting on it in general.
Like just because it's interesting to Allison doesn't mean it's interesting to the people that are using the platform, right?
And so it's just Allison putting a bet on a yes that I think orange is going to be the color of the season.
If there's no one on the no side, there's no bet.
You have to have people on both sides of the bet for the bet to actually confirm.
Because it's like who does Allison grab the money from if she's right kind of thing right just like a long and
a short chief right so i think the one thing that needs to be implemented in this is some kind of
market makers that add liquidity to small bets so that's always instantly the grab no matter how
many two to three bets and that's why you see like sports betting white coin spreads up and down
because say that that too many people
are betting on the Bengals that week, they actually incentivize people taking the Browns
with a higher point spread to get the bet even.
So the bookie doesn't have to pay out one side or the other.
So you need some kind of, that's why they have like the prediction markets where they
raise it yes or no at 50 to 60% because you need an even amount of liquidity on both sides
to actually pay out the people with the bets. And that's ultimately the biggest issue with all these prediction markets
that me and Ruda went through. We went through them all. They all look cool, but if there's no
liquidity on the platform, then there's no bets to even be had. So that's why I feel like all this
kind of skews to the big ones already. The poly markets, the ones that have the mindshare that
have all the liquidity are always going to be the ones on top, no matter if the bets are detailed or not.
You're just going to go on to the ones that have the most liquidity like you just go on to the NFT marketplaces that have the most liquidity.
Or you go on the launch page.
What's stopping a DraftKings or something from implementing that?
Nothing. That's what I'm saying.
That's why I feel like, yes, these are all mom and pop shops, just like we talked about the blockchains.
Once JP Morgan or Amazon launched her own blockchain, it's over.
And that's what I'm saying.
All it takes is DraftKings or Caesar Sportsbook or any of these, implementing these prediction markets,
and all these spun-up overnight fucking vibe-coded shit's gone, bro.
It's over.
And so that's why, I mean, just go where the liquidity is right now i mean dude
it's not you don't even have to create recreate the wheel i mean just tokenize and and put uh
vegas on chain and then it's a wrap you know what i'm saying imagine if you could literally tap into
to the vegas computer betting system and just put that on chain that's it you don't have to create
a whole new wheel or nothing.
It's the same ways that you make bets through, like you said,
Caesars Palace and all that kind of stuff and all that system.
But now you can access it from your computer, right?
You don't have to go to Vegas to bet.
You just bet through Vegas casinos online.
Yep.
I mean, that's how it's going to happen.
That's the way it's skewing.
So I think it just gets faster. It gets gets better there's more liquidity on the major chains and then the small ones that
had some kind of edge because they're unique and dynamic those ideas you know will get adopted by
the bigger chains and then there'll be nothing burgers because what it all runs off liquidity
anyways and if you have no liquidity your chain dies and your prediction market dies just like
anything else so it's just like we're reinventing this but it has the incentive i think i think right
now one of the things that i mean uh if we're looking at how do you get some alpha out of this
right um eventually they're gonna start matching or giving free bets and i mean that used to be
one of the biggest hustles when all these casinos and all these betting platforms started was those free bets that you'd get, bro.
Deposit 50 and get 100, right?
Deposit 50 and get 200.
And then you could go shopping and go across five, six different platforms and make some decent bread.
So I'd be kind of look out on those opportunities, too, that as more of these prediction markets come out um like i said
the saturation is there so the next thing that they can do is offer you free bets or incentivize
deposits for bets right that's the next evolution of well before it was only one spot now that
there's 50 spots to go for how do you get people in the door well you tell them free drinks or you tell them free bets, right?
Or you tell them, hey, free crypto.
Yeah, get a player's card, right?
You go down the casino rabbit hole.
So I'm just saying like this new meta is about to come up or it's becoming more and more popular.
Be on the lookout for any of these offers of free game plays and shit.
I mean, that's literal free money that you can go farm and try out different platforms with so
what up malik how we doing brother what up guys
doing all right home home with the uh home with the little nine month old baby trying to feed her
lunch um so that's fun but yeah i i listen to you guys all the time man i fucking love the show half the time
i'm doing it when i'm at work so i whenever i'm at work i listen uh ain't on to like any spaces
i'm on so that anybody else doesn't know that i'm not working and uh just fucking off and listening
spaces but yeah love you guys to show up i'm here i'd say probably three three four days out of the
week um i want to kind of touch on the prediction market stuff.
I think the rotation out of the meme coins and into prediction markets,
at first I was like highly skeptical.
It felt like just people were desperate for some kind and any narrative change.
All right, trenches are cooked.
Let's get the fuck out.
Right.
And I just, it felt almost forced to me.
And so I was skeptical.
And then the more I think about it and actually started looking at it, I still haven't actually
placed any bets on a prediction market, but plan on it.
Um, it solves the problem.
And I'm sure there's a way to that.
We inevitably will fuck this up at least on the small ones, it solves the problem of like the pvp shit right that was what why the trenches got cooked
that's what everybody hated it just it got so sickening to get like destroyed and you're
basically just donating money to scammers to be right but still be wrong yeah exactly that's
literally what was happening bro people would be right
ape have right narrative have the right coin and then just have a bigger it happened with the
politics malik don't you remember when we everyone was in boden and then everybody's like i knew it
was but i knew it was boden and then they pv'd each other and that's where prediction markets
actually took off because i can be right about my prediction about who's going to be president and
actually make money off it instead of getting pvp'd even though i have the right call and have the right
prediction right well and there's and and the thing is there's nothing that like like ansem
can't fucking tweet and move the the market on the you know on on on this shit right it's just
that's just not how it works so that's why it is like more objective it's less vibes and and attention um and what we saw is that
like the the less objective the more subjective it is the more that opens the door to abuse and
to fucking fraud and all the shit that we hate so i'm i'm actually now bullish on in general
prediction markets because we saw what the alternative was and it got it got really bad
and listen i i cooked on a bunch of memes i like i'm not gonna hate on it i made a fucking bag on
a bunch of them but just like objectively from the outside looking in you you have to see that
like that is not appealing to retail that is not it's not even appealing to us anymore so i do i
do like this see my daughter likes it too. Um, and I think that the,
the biggest issue is the one that you touched on, which is liquidity and who's going to have the
market makers, who's going to have the big war chest, who's going to be able to fund the most
markets. The, the resolution side is tough. And right now it does have to be done kind of like
manually, but eventually that's going to get automated um i'm sure of it and like relatively soon so yeah i i i would rather throw my money at
this stuff than um than the trenches right now the problem marginally it's still almost the same
right i think that that's one of the biggest issues too is that people would be like well
you can't make the same amount of x's you know know, if I throw one soul out of shitter and like, for example, the guy, oh, and it bonds a year later, I made 80k.
I mean, to a certain extent, yeah, you can the same conviction that got you into that shitter a
year ago, you probably placed a bet when no one else was on the other side. And if you're right
a year later, you're going to get paid the same way, if not even more, right?
Because it can fit more people in the bet.
So I think that that's also, too, is like you fit the narrative of the DGens and you appeal to the normies a little bit more of, well, you lost.
Well, why did I lose?
Well, the dev rug pulled you or, you know, this guy launched the same token with a different name.
He has more motion than you, though, and that's it.
Okay, I get it.
Versus I lost a bet.
Oh, I lost a bet.
I just need to make better picks.
Like, you know, like there's no if, ands, or but.
It's just I lost a bet.
Like it ends there.
Well, and there's a way to get better at it, right?
Like there is a way to like, if you want to just pick one narrow little segment of whatever
the market to become an expert in and focus and do all your fucking research on that you can get
the alpha early you can get the edge and you can cook whereas the only way to do that on meme coins
is either just fucking dumb luck or be in the right group chat that's it right or be the one launching it um so so it's more fair bro what'd you get
well i got a 20 and i saw basically the same people following gavin newsom that followed
melania uh before she launched her token i'm like it's like 100 bucks to get 12 bucks so hayden
davis i'm just i'm thinking and and so i'm saying okay gavin
all he has to do is come out and he's already like retweeting his own post of a mean point
and then he came out today on an interview and said i'm launching my own mean coin so it went
from 20 to 40 and i don't even have to he doesn't have to launch it i'm already up in my money so
like the thing where i think people get fused, like you, the only way you can make
money if it is a hundred percent confirmed, my, you know, $20 bets now worth 50 bucks.
And so that's the best part of 30 bucks.
That is the absolute best.
You can sell it anytime.
You can sell it anytime, bro.
You don't have to wait for the hundred percent confirmation to actually make money on this.
Yeah.
And so it's all about speculating on the speculation.
Yeah.
Cause people think it's like sports betting, right? And you think like the game's got to end or whatever. It's like so it's all about speculating on the speculation yeah because people think it's like sports betting right and you think like the game's gotta end or whatever
it's like it's not it really is like a meme coin where you can you can sell it on the way up if you
want um or if it's dumping you can you can sell it all the way down and not lose your entire you
know your entire stack so like that that is the best feature of this it's it is just a better way
of betting and i think sports betting is going to evolve into this.
I do think whoever said the, I think my chief saying that like, you know, draft
Kings and these guys are gonna be involved like 100% they've got teams working on
this shit, like no doubt about it.
No doubt about it.
And I think next year by like NFL season next year, if not sooner, you're going to
have draft Kings with, with a product like this that is like
super refined super polished and everyone's gonna be betting like this i mean there's
probably yeah i already already am yeah prop bets already exist and people already understand that
right like for the super bowl you see the biggest amount of prop bets pop up oh how long is this
gonna last is it this is it that so it's like it does it makes sense that
everything becomes a prop bet right or a parlay i heard parlays are coming bro like you can make
three bets to get a bigger bet like if you're free bets it combined with the multiplier then now your
money multiplies 3x by betting right on three different things so like this is just gonna be
just like sports betting you're gonna be able to have trifectas, parlays.
You're gonna be able to do all kinds of shit
to multiply your gains and we just are not there yet.
And I've already saw Kix.
I think Kix is super in the prediction markets.
He's launching one that they're already trying to do
the parlay thing on his platform,
which I think is like something to kind of mind fuck
a lot of people that have actually haven't sports betted.
Like those are the best ways to get the best rewards like you can do like uh who's gonna be pick pick three winners
on nfl sunday and if you get two of them you really lose but you get three then you get like
a 4x multiplier on your hundred dollar bet now your hundred dollar bet if you just would have
pricked on the cleveland browns to win would turn to 200 but now that you pick three out of the 32
teams to get it right now
you're you're a hundred dollars four hundred dollars five hundred dollars and i feel like that
you're just start grouping predictions on top of each other to get bigger multipliers and that's
where you see like the 30 40x winners just like we get in the meme coins so yeah parlays are the
sports betters version of you know throwing a grand leverage at a 15k shitter right like that's to get like an
insane return and then you're doing like a 10 leg parlay right so it makes perfect sense that they
should introduce those in um i don't know how the back end works like you know i guess for these
markets they they just don't fucking care right like they're just making money on the in between
right that's like how the casino makes the money anyways.
Because most of the time, you want people on both sides of the bet.
But on-chain parlays, I think that's... They just want volume.
No, I was going to say on-chain parlays,
I think one of the things that opens up the door
is because you can sell these before finality.
I mean, I can sell you a nine-hit ticket
and you can buy it and hope for a hit ten
and ultimately I can charge a premium
Right because yeah, what's up eight legs of my parlay? I've already hit you want to buy it for X
You know, so you're gonna
Yeah, that's gonna open up the door to it's like you said not only do you have that ability?
But I mean you can still sell early the same way that you could sell early anything else and now a three leg
You can sell two legs of that and be like yo, dear you willing to take the risk or not you know i think the other the other thing that that's
like really building steam it's not as sexy right now as um as the you know as the betting markets
like the prediction markets but it's it's the perps man there's like some big fucking heavy hitters coming out uh building
out perps uh platforms and perps for like normal like for for like you know the stock market right
so like if you want to go fucking 10x long on something that's trading on the nasdaq um that's
like you know you're able to do that and they're setting setting it up now because it's all on-chain, where if I live in China and I can't fucking invest in the NASDAQ, you can go on there and bet on this shit.
And they kind of go hand-in-hand, right?
It's like you said, the hyper-gambling, hyper-financialization of everything.
And if there's one thing I've learned in the last four years here, it's that everything trends toward degeneracy.
There is no such thing as too degenerate like i think maybe like we hit too degenerate when pump fun
had like people streaming suicide right that that was like we all said like all right stop like
there's the line but short of that there's nothing that is too degenerate and in fact
the more degenerate you are like the more options you give for that the better you will do
Like the more options you get for that, the better you will do.
How did that work?
Real quick, just on a, like, I guess with your lawyer hat on,
was that ever, I guess, the issue or an issue?
So, for example, me here in Texas,
very limited to exchanges that I could use, et cetera.
And ultimately, same thing when it came down to trading perps, right?
I always needed a VPN,n still need a vpn
uh in order to participate in anything like that one thing that did always freak me out was uh
jupiter the fact that jupiter said it from day one and i never understood if they're just um
risking it right hey eventually legislation and just legalities will move towards us anyway
and we're just going to allow it to begin with or if it was actually not necessarily like a
loophole that uh people needed to jump through but they they did right because i'm still trying
to understand that like in terms of just i know we had a new law think, last week or the week before or something that was introduced, right?
The CFTC announcement?
Yeah, to be able to buy and participate from exchanges in different states and, you know, outside of the United States, etc.
So I assumed that that would ultimately change the rules for me here in Texas and to be able to use like Binance or something like that, which I currently can't do.
To be able to use like Binance or something like that, which I currently can't do
So yeah, I guess my question was that like does that exist and more so not necessarily like to condemn Jupiter
But really just understand how they did it without eating that or there's not even a pop-up box right versus
Extremities that others go through to make sure that you don't go through perps or use perps
Yeah, I don't know the answer
to that and it's funny because i had this conversation got months and months ago when
when i when i first like heard about it i was like i don't know how legally they're doing this i don't
know if they're using like some loophole with like an intermediary company like i don't know if like
when you buy perps on jupe because i just i haven't done it if it's like it's on the jupe platform but
it's actually being like run through some outside you know some some company outside of the us and they're just like
kind of you know linking through that i don't know because like legally yeah that that's that does
not comply right um but they are the the cftc announcement about their foreign business. Was it like the board of foreign business or something like that?
It was just like an announcement.
It was more like an intention that, hey, we are trending in this direction.
Nothing is done yet.
Nothing's official.
But I saw like the hype on the timeline and everybody was like really, you know, gassed
about it.
But it's, I think a little bit overblown because at least from what they said, the restrictions and like the, the bars
that you have to clear in order to qualify for that are still essentially the same as
if you were in the United States.
So like if, and I can't think of a single company outside of the U S that is compliant,
right? Like, because otherwise they would just do outside of the U S that is compliant, right?
Like, because otherwise they would just do it in the U S and that's why they're not here.
But in theory, if there was a company, if, if Binance was fully CFTC compliant with,
you know, all these other aspects, um, and they're just like, we just choose to incorporate
outside of the U S then this would allow us users to access those companies
without any kind of like geoblocking restrictions.
But in practice, I don't think that there are any.
Because at that point, like, why wouldn't you just come in and corporate in the US
or like have like a, you know, an office in the US, right?
And then get the full CFTC clearance.
But the bigger picture and the more important thing is the CFTC is now taking,
like they are now hopping in the driver's seat when it comes to crypto regulation versus the SEC,
which is what we saw before under Gensler and what was like driving us all fucking crazy.
And so in general, it's bullish for the industry and for new companies who want to still come in. But I speak to founders and, you know,
I've done some advising work for companies and like,
still nobody wants to actually, you know, incorporate here.
It's still easier to just go to like BVI or Cayman or wherever outside of the US.
There's just probably some under the radar secret information that you're not,
that's eventually going to be ruled law. And you guys, they're just trying to get ahead of it because they have insider not, that's eventually going to be ruled law.
And you guys, they're just trying to get ahead of it
because they have insider information
that it's probably going to be more lenient
coming into the next few years.
And if you're scared, don't be scared
because eventually, you know,
this will all be, you know,
regulated by the bodies instead of securities,
is my guess.
It's like a signal, right?
Yeah, didn't you see Robinhood?
Didn't, weren't they offering like open AI stock or something?
And the open AI is like, what are you talking about?
And then the Robinhood's like, we don't give a fuck.
And it kind of seems like Robinhood has the lawyers and money to have inside information.
Like this is all going to be green lit.
And so they're just getting ahead of the trend, right?
So it just makes me feel like that's what's going to happen here.
It's the people that did it early are the ones that are going to capture the market.
The people that are, you know, holding their hands, waiting for it to actually confirm are going to lose to Robin Hood's on these others that kind of push this forward without, you know, any kind of legal ramification in sight.
So I don't know, man.
robert hood robert hoods well you know is doing that and they're like yeah they're they're tokenizing
like um you know s p 500 stocks and doing that stuff but they won't list fart coin i don't know
what the f is going on with loud dude this this is crazy yeah i mean obviously we have uh like
obviously we talked about ventuals which lets you 10x uh companies are ipoing actually prediction
markets are doing this too. Early Bird is one
that hit me up in the DMs. I didn't know about it, but they're doing exposure to the biggest
startups in the world. So you can long or short OpenAI, SpaceX, XAI, Stripe, Carvana, Waymo,
their IPO prices. And then I saw one a few weeks ago we brought up was on Jupiter. This one's
called Remora Markets. Has introduced tokenized stocks on Solana, launching NVIDIA, Circle,
Tesla, Spy, what is this, MicroStrategy, integrated with Solana DeFi. And Rollout offers
24-7 trading yields, opportunities, and global market access with DeFi Tuna as the official
DEX partner. So on top of you being able to take bets on IPO prices,
now you're being able to, we've already seen with StockX and all this other shit,
be able to trade stocks on crypto rails.
So it's just like we're getting to the point where everything's financialized
and we're getting to the end of the road of what could actually be financialized
and tokenized on the chain.
And now we're doing it with all this other stuff on Solana, which is kind of big news. Well, it's also going to force the hand of the stock exchanges. This
is like, it's been coming, but I think this is now accelerating it where like, why can't stocks
trade 24 seven? Right. And by doing, by doing this, it basically allows you to, in a way, trade 24-7 on these stocks.
And I think that you're going to see the market, like the actual stock markets go 24-7.
Yeah, that's what the Robinhood CEO is like.
And you got Texas coming in with their own too, right?
Which is going to come in with a whole new set of market and liquidity in that sense.
Do they run like separate or do they would they run in tandem then like when you introduce i guess a whole new stock exchange
i didn't hear how texas was doing this yeah dallas uh is gonna be the hub for the new texas is
literally having their own new stock exchange.
They got approved and they've been making motion for it for I think the last six months or so.
Yeah, I mean, at the end of the day, like if they'll just do the same thing as any other stock exchange where it's like they'll have to, you know, list.
Was that always just possible, though?
You could just like spin one up and we just assumed it had to stay in New York, or, like, Wall Street was the only one, and at any point someone could have done this with just their billionaire homies, or what?
I mean, in theory, it still has to be, it's, like, insanely regulated, right?
So, like, the amount of, like, fucking red tape there is, like, mind-boggling.
And then the other side of it is you have to have like stocks that want like
companies that want to get listed right and then there's like the settlement layer of that so
like it would be it would actually be really cool if they did that and they said hey we're
going to operate on the hours that the new york stocks exchange isn't operating right and like
list all the same things because inevitably like i feel like it would create competition where it's like hey you're listed on this exchange but like like
you're on the new york stock exchange and then they're gonna say well you can't list on you know
on the dallas one otherwise we'll we'll revoke your listing here right so like new york stock
exchange is going to take the shit lying down they i'm sure are going to like pressure people
not to list over there but what if they did
it where it's like hey we'll be the after hours trading uh trading hub for the united states
that would be sick can't wait for that can't wait for that i got one more thing on the poly market
thing and then i kind of want to get into some other but uh they're obviously creator coins
pump fund live streamers if prediction markets continue to go off, there's going to be some influencers and people that capture this
and give out good advice.
And maybe they have a token attached to them.
It might do well.
I got this off the scanner.
It's called Polyfactual.
You can get live updates and predictions on Polymark and Kalish.
They're doing it on PumpFun and have a YouTube.
They launched their token 24 hours ago.
And so if they start doing good predictions, I would imagine the token to go up.
I think their tokens are on 600K.
It was launched 20 hours ago.
It's kind of just the first time I've seen actually people bringing some, not a creator,
but actually bringing predictions to PumpFun.
And I would imagine the more and more, if they give out good bets maybe their token goes
up so just like a way to speculate on you know creators and new creators in the space right so
just wanted to bring that one up go ahead allison um i just had two things i wanted to put on
people's radars i'll be quick because i know you said you had other things you want to talk about
one is um flying tulip i don't know if if everyone's familiar with it but it seems to
be like a new d5 protocol that is from andre i'm not sure how you say it's less than cronier oh
yeah cronier yeah um so put that on your radar um he's been getting a little pushback because
he creates these things and then always
leaves them but he is saying they're hiring for positions um as of august 24th it's their top
tweet and then there's going to be like some unique things there um that we haven't seen before
like tokenized nft positions and also risk analysis. I'm just
reading this off a newsletter. So just put that on your radar because I wasn't aware of it until
this morning. And then the second thing is something else that popped up on my radar this
morning called D-Charge. It's a D-Pen project on Solana. It seems to be EV charging stations.
And there's plenty of companies that like if you own a business or
property or like you partner with other people that do um you could have someone else's service
but here you could buy your own unit and they're very affordable uh they don't have one of the
they don't have the quick charging units available yet they're scaling up to that i'm guessing that
will be out next year but they do have two models now,
a mini and a beast. And you can buy them in a pack of three for the minis. I'm assuming those would be very slow charging, but the beast is seven 95. And for people that live in like South
Florida, California, Texas, New York, Washington, places where there's a large concentration of EV cars.
It might be something to get into.
Like I'm actually thinking of putting them on our property at the funeral home,
but we've been talking about this for two years.
We've just never picked the right thing.
And this is so affordable that, I mean, might as well try it.
Like it's $7.95.
It's like Tesla electric charging, but it's like deep in.
So if people use your charger, you get paid.
That's dope.
Yeah, exactly.
Yeah.
And it's called D charge.
Anyway, that's all I have for today.
What do you think about the Solana phone I'm getting today?
Should I open it up or keep it sealed?
I think you should open it up.
No, you keep it sealed.
And then you charge double the price whenever there's a big airdrop on it. And what there is no big airdrop this time i don't need another phone bro i got so many
fucking phones like how many phones do i need i need another one like my wife literally like you
got another phone i'm like yeah but this one i ordered like two years ago so two years ago yeah
you know i was like no i didn't plan on it now it was a long time ago
so you keep it sealed until there's a big airdrop you keep it sealed because if nothing ever
happens you just keep it sealed and it's always more valuable when it's sealed and then if there's
ever a big airdrop then you unpack it and then you get the airdrop but i feel like it would be
a crime to unseal it with no kind of incentive to do it right now because the actual seeker token the
underlying token that's based from the solana foundation i mean i think that's pretty good
i'm opening mine i got the email today that's out for delivery
got it out today it says it's coming in the mail today so you should do an unboxing
everybody else is why would i do it The 100th unboxing of the Seeker phone?
Put your own spin on it.
You have your own thoughts and opinions.
Not everyone is the same.
It's a phone.
Look at this phone.
It is glass.
It has a Solana logo on it.
Like riveting.
Riveting content.
Yeah, that's coming in the mail today.
I figure I'd ask.
Because, I mean, when the Bonk thing went live,
you can go on eBay and get that phone for like twice of what the Bonk was worth inside of it.
So that was kind of a play.
Yeah, but there's 150,000 of these phones.
So it's not going to be the same type of airdrops.
That's true.
That's true.
Chief, like, I wanted to kind of ask you a little bit about just the ordinal space uh we had the
acorns go live today i think there was some issue with the tokens being sent to the receiving
address can you kind of give a lowdown to anybody that went into the pre-sale what's going on with
acorns and brc 2.0s and shit like that yeah uh 2.0 is it 2.0 yeah i guess it's 2.0, not 20. 2.0 went live yesterday.
The acorns is the ticker for the Adderalls, right?
The Adderalls are those squirrels.
Originally, there was a...
I got actually...
Here's a really good write-up.
I think Powell did it earlier.
Let me see if I can put it up.
Okay.
So, yeah, here's an update I can put it up. Okay. So, yeah.
Here's an update on the BRC 2.0.
It involves two things, actually.
Yesterday, the first token that was actually mintable was launched as well.
It was called GameFi.
Right?
It was by the Uni collection that also has the JPEG.
Anyway, long story short, all the information
is here if you'd like to follow along. If you mint a token from an open mint, right?
As in like, hey, it's going on, you want to participate. It is not a BRC 2.0 yet. It is a BRC 20.
You then have to wrap it, and then it becomes a BRC 2.0.
Once it confirms, you can then click, and then you can trade it.
It takes three blocks in order to do so.
blocks in order to do so. There's that. Next, if you participated in the Adderall's pre-sale,
There's that.
pre-sale, right? Meaning not you had an Adderall staked or you did any of the social fly quest.
You have to go and check and unwrap, basically remote, not unwrap,rap sorry just change it locations they sent it to your payment
address and not your taproot address so you can't really interact with it you can't trade it you
can't do anything so um they have a i guess a a mover a transfer i don't know how exactly you
want to call it but the ability to go in there and remove it
from your payment address move it to your taproot address and if you do that process you don't have
to wrap it you don't have to do anything it's automatically tradable the only time you have to
wrap these is if you participate in a free and fair mint, so to speak, right, one that's going on, that's the only time you have to do it.
They're both trading right now on best in slot.
You can go and check it out.
All the airdrop is out for the Adderalls, right?
So you already have your allocation of acorns.
If it's not being seen, then like I said, you go utilize best in slot transfer ability
and you move it from your paid to your taproot.
Wait three blocks and then you can sell it.
So it is currently under pre-sale value a little bit, not too much,
but a little bit under pre-sale value right now.
And so, yeah, that's basically it.
I mean, just waiting to kind of see how these play
out is is brand new tech it came out yesterday and then if you there's a another tool that you
guys can use to mint right if you don't want to use unisad if you don't want to just type something
in senj from famojis built out a tool it's called shovel btc and it's a lot cheaper to mint you to
using their tool than it is on unisad or anything else so i'm going to post that up to the top if
anyone wants to degen on the 2.0s all the information is pinned up there and you can
actually utilize this tool that will save you a couple sats
dope uh one thing obviously you guys can long and short world liberty finance they had a
basically proposal of a token burn it looks like world liberty finance is signing a pending seven
million dollar token burn on a multi-sig two of the three signatures already complete so imagine
if this goes live and you start seeing everybody talk about it the token will probably start pumping so that is just on-chain information two of the
three signatures it's going to be announced that there's going to be a 47 million dollar burn
of tokens and i would imagine if you're long or short it'll probably make the token pop so not
telling you what to do just probably in a front run all whale watcher and all these other
confirming it and
then people foaming into the trade so if you guys want to get into a trade that possibly will pump
the token we got tacked up here what's up brother how we doing how you been what's on your mind
what's going on homie i just want to say you know thanks for having me up here i think this is my
first time up here on the daily alpha i really appreciate it but i heard you guys talking about
the seeker phone and uh just as an
all domains ambassador i just wanted to come up and share the good news that probably the most
bullish thing right now with the seeker is the fact that it comes with a dot skr domain that's
powered by all domains so it's kind of like a free domain that's coming to all the seeker owners so
what does that do what's the utility of that So it's just like your domain, right? You
can link it to your wallet. But the cool thing with all domains is you can actually, if you have
your own website, if you want to, you know, just link it to your X, you could tell people, you know,
go to tack.seeker and you'll take your A to your X account or you'll be able to send some salon to
that wallet. Like it's just a domain, right? So it's pretty useful, pretty handy. It's just a domain, right? It's pretty useful, pretty handy. In my opinion, having a domain is pretty solid if you're kind of building a brand and you're actually out here working for your bags.
Is it a race tact? Like if people got their Solana phones before I did, can they go register my name and then I'm kind of cooked or no?
and then I'm kind of cooked or no?
I mean, they can do that if they're trying to be a dick,
but I don't recommend stealing people's identities.
Well, no, I'm just wondering if there's like a secondary market
for people to go and try to sell names
because they happen to get their phone for, you know,
just going down that route that we always see.
No, 100%, I get that.
I don't think there's a secondary market.
I hope there won't be, but that's just kind of why I'm bullish with all domains because I don't think there's a secondary market. I hope there won't be,
but that's just kind of why I'm bullish with all the mains, because I'll let you in on a fun fact.
When I tried to register my name Cryptact on SNS, that name ended up being like 150 souls.
So it was like just stupid ridiculous. I was too late to the game to secure that name.
But then, you know, there's other options is all I'm saying.
So should I keep it sealed or open it up bro bro i'm not gonna lie i gotta go secure my dot seeker but uh mine is still sealed it's sitting in the box i haven't opened it yet i don't know if it's
worth it to open i'm kind of on the same page with you see see i'm not the only crazy one i just
remember going on ebay and the seals ones with you see see i'm not the only crazy one i just remember
going on ebay and the seals ones were going for way crazy amounts than the ones that already
opened because it confirms the fact that you didn't tamper with the airdrop so the fact that
you can buy it and you knew that was sealed basically confirmed they didn't log it in you
didn't have to transfer anything out and it actually you know it was a lot harder to sell
the ones that have already been opened up and so i don't know man thinking i have enough phones i should just
wait until first post like an arbitrage on it to open it up or just sell it on ebay whenever that
comes out bro so i think i'm gonna keep it sealed bro i think i'm gonna keep it sealed because i
don't really know what's on there bro i don't know anything that's like riveting on there day one
other than i guess the seeker airdrop i don't know yeah depending on what that opens up people are going to be
busting their phones out for it but i think there's 150 000 of these too so that's what
people were talking about the idea of these being a airdrop hotspot to a certain extent yes but also
to a certain extent no because i mean the war chest needed
to airdrop to such a vast majority is a lot more right than the first order of seekers i mean you
just need a lot more capital front and then on top of that you're going to deal with a lot more
tokens that are either in dead wallets or to never be kind of seen or burned right out of
circulation that sense and you know you're spending money to airdrop to that shit.
People ordered five, 10 of these, dude,
versus the first time I think, you know,
most people were like two or three.
You literally have motherfuckers that order 10 to 15,
20 of all these and they're expecting,
kind of thinking like you, right?
Just holding it out.
So I don't know.
I don't think that we won't see airdrops.
I just don't think that they'll be as substantial, right?
Which is kind of an irony because if you have the capital to produce an airdrop of this magnitude, it'd be kind of pointless for it to be dust.
But it'll probably be dust with the amount of numbers that it is, right?
So, it's just, I don't i don't know catch 22 so to speak um got something pinned up to the top as we more or less
wrap it up uh anyone that was farming somnia uh the airdrop is live you can claim 20 of your token
up front and then the other 80 are dished out think, a period of 16 weeks through you doing different quests.
Every week you go, interact, do the shit, and you unlock a little bit more of your tokens.
So I got the direct link for the claim up there.
Next, just kind of going a little bit all over the place.
For those of you guys that are Nakamigo lovers and believers, you can go play a Fortnite mini-map with the cloaks
inside, right? So all the information is pinned up top. They have a specific island that has been
designed for them and implemented with full rigging for cloak holders and the cloak assets
inside the game. Not backed by Epic has nothing to do with the official actual Fortnite itself,
but you just get to see the cloak assets in a game fully rigged.
Isn't this easy to do?
Yeah, once you actually have the rigging for the assets themselves, yeah.
I think the most expensive part is just getting all your shit fully motion rigged.
And that's probably now with AI and shit probably a hell of a lot cheaper than it was four or five years ago.
Next, Monad Cards Wave 2 came out.
If you were nominated from an OG from Wave 1, go claim your Wave 2.
4,000 plus nominations are eligible for a claim
that's pinned up there and then lastly uh a mint the one that we were talking about by
query right on magisat that bring your own sat mint uh that's posted up top if you you can go on his webpage
on actual Magisat
and check the
whitelist checker
a little bit of FUD, people are saying that he's moving
people off guaranteed, putting them on
first come first serve, whatever it may be
but I just watched the Mint
I think that that's coming tomorrow
I think that's it bro i mean everything else is
just more so news less actionable items and you know not really just something to cover and talk
about but yeah in terms of checking out and preparing yourselves uh that's more or less it
good allison you got something before we end it yeah um tomorrow there are there's mint for gigaverse eggs and it's open edition um so if
you're playing that game or interested in getting some assets you can mint those tomorrow on open
sea and um the eggs are going to be steeds and they will not be available after this point in time, like after this mint.
I don't know how long the mint is going to be open for.
Oh, seven days.
It'll be open for seven days.
And the mint price will be 0.0069.
And you can max mint 10 eggs.
And if you have a Gigaverse ROM, you will will get based on how many ROMs you have, you'll
get one egg for each ROM that you have, and that'll be airdropped after the mint.
So just something to look out for tomorrow.
Um, cause I think gigaverse is already big, but I think it's going to be really big.
So you might want to pick some of those up.
Since we're talking about abstract, just something that dropped a little bit of alpha on that sense. The small verse, but the universe like small brains collection.
They used to be on Treasure Dow, kind of going over there, right?
More of a gaming, I guess you'd call it community.
Anyway, they launched on Abstract Smallcoin.
It is an interactive, I guess you'd say, token.
You can grab and buy some of the token and then mint five different Pepe JPEGs.
This is all preparation for their gaming activation that's coming up in a couple days.
activation that's coming up in a couple days uh it says l1 small bra small brains and bridge world
legions holders can claim their free pepe airdrop uh rare traits pepes with rare traits give you
a bigger xp bonus new pepe acquisition you get xp for minting or breeding new pepes
minting is live breeding goes on next Daily petting, each pepe once per
day. You get to pet them. And then daily streaks, not live yet. Full white paper is posted. It costs
$1, right? You go buy some of the token. You spend some of the token, a dollar of the token
to mint a pepe. I just did it. It works fine. You guys just find the links right there in the white paper.
You can find the official token contract address as well.
You can buy it through the abstract portal
and participate if you'd like to.
So I think this is an opportunity that's currently going on.
So for anyone that does want to, you know, take part,
at least you know.
Allison, you have a live stream tonight
yeah i think so what time are you doing it um probably around 9 p.m so eight your time
so it's on abstract only you're not restreaming on x yet um i don't know maybe we will today but
abstract for sure okay well go you guys go check on Allison's
live stream with Esquire. They do
a good job. So I just wanted to promote that.
Let's get out of here, Chief. Let's end it. I'll leave
it here for you. You guys have a great-ish
night. I'll see you tomorrow.
Appreciate everybody that came out.
Appreciate everybody that came on stage
that contributed to the conversation.
Whether you're a first-time
listener, you listen every day,
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