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THE DAILY ALPHAβ»οΈ
Recorded: Aug. 26, 2025 Duration: 1:16:10Space Recording
Full Transcription
Thank you. Yo, what's up, what's up, TDA fam?
Looks like we got the purple plus sign at the bottom.
We got the old tech.
We're using the new tech.
But hey, it's cool you press
that button it retweets it which uh you know would be greedy here we got now you're gonna see
everybody's gonna see that you're in here so actually it works better for us because we get
more engagement when you guys press the button than just liking it so it's up top first show
of the week you guys can give a nice little comment under that or retweet that.
I heard that your enemies will never retweet you, so don't be an enemy.
We appreciate you guys stopping by the Daily Alpha.
It is August 26th. It's a Tuesday.
It is Labor Day. I guess Labor Day weekends this weekend,
which ultimately makes me think that since it's kind of going to be a wonky week uh in general you know the etfs inflows wall street all gonna be quick i made it real easy for y'all if you don't want to click the plus just go up top the first post i mean you can just find
it all right there right it makes it real easy to find the like the retweet button and everything so
appreciate y'all working with us. Go ahead,
X. Sorry to cut you off. No, it's just one of those things where we have like a weekend
that's going to be extended. A lot of bankers, a lot of people on Wall Street don't even come
back until after Labor Day anyway. So kind of seeing the market where it is today, kind of
feels like we might be a little choppy or downwards going for the next maybe two weeks
until people come back to their desks and people are back and situated. Obviously,
we all know what's happened since Friday. I think over the weekend, we had some crazy
price action. I think Ethereum hit $4,900. And then a mysterious whale decided to sell all i mean a lot of his bitcoin on hyper liquid and basically
then took out some longs on ethereum with the money that he sold he closed those longs and then
he staked that eth in an eth validator so it definitely looks like we do have this um transition
of bitcoin whales and people in Bitcoin selling their Bitcoin and actually
getting to ETH. So you're going to start seeing Bitcoin dominance has dropped below 58%. And this
is kind of this beginning, I feel like, of what we're going to suggest is going to be an altcoin
seasons because we need Bitcoin to kind of implode here and people to convert their Bitcoin into
Ethereum. And then like Ethereum dominance is starting to shoot up too.
It's at like a four-year resistance right now in ETHCoin BTC.
So kind of just, I feel like a lot of PTSD in general,
seeing Bitcoin has kind of led the space for the past two and a half years.
And we're starting to see that people actually converting their Bitcoin into Ethereum, which kind of gives me the sense of some kind of all coin cycles loading.
Obviously, it's not optimal. I've seen some people actually chart that they actually need,
we need to be above 110,000 Bitcoin. We can't be below that for two days,
or we might be in some kind of bear market
um this is from phil cone he says i see you in four years the bull market is over if we close
two days below 110k all the idiots he's always trolling is he that's all he does he literally
calls just it i mean you can it's something a point of reference but yeah he's
always just trolling on the timeline non-stop if you go through the other points anytime that we're
at all-time highs like double top and we'll re-rip so he's just one of those kind of uh i don't know
i mean i guess market participant but enjoys kind of spicing it up a little bit so yeah i do think
we should probably stay above 110 i guess we could be at 109.
Bitcoin dominance has slipped to 58%. And so that's something to also look at.
And then I guess we don't have actually.
Fuck.
So I'll just post it on my channel.
It's just a chart showing you kind of the Bitcoin cycles and how many days we typically have seen weakness in the chart.
You can go to the first post X that I made and the space is there and you can post it there.
Okay.
You see what I'm saying?
Yeah.
So what typically happens is we have a 480 days after the halving, we see weakness in
the Bitcoin chart.
And we are basically seeing that right now we're about 490
days from the last halvening. And if you guys have noticed, the halvening each year gets moved up
from May to April. And this cycle, we typically seeing these kind of September lulls where we kind of go down.
But that has been lined up with kind of a May halvening.
And now we are basically a month before that because we were in April. And now we're kind of seeing those red days right now.
And so this is a chart I pinned up top.
It kind of shows you what the Bitcoin chart does 480 days into the cycle.
And we've always dipped around bitcoin chart does 480 days into the cycle and we've always dipped
around 480 to 495 days so everybody you've heard even us talk about like we're expecting a correction
sometime in september well if you go by this and you just count the days we're actually in the
middle of the correction right now which great awesome thanks for telling me after the correction
happened i get it guys like it's definitely a tough space to get into but yeah it definitely looks like this is
kind of a the correction we are expecting in september and then the one chart that's kind of
just kind of blown up on us is this global m2 money supply which has been pretty steady for
the past four to five months of kind of lining up this as like this is what
we're going to do next we have now finally broken the m2 money supply chart which now we have uh
not responded directly with it and uh just kind of blowing up models um blowing up we made a lower
low on the chart when that bitcoin whale sold and so now market structure is kind of broken
people are looking at what's next.
Is this the top of the bear market?
I saw Peter Brandt said about four or five days ago
that it's a 30% chance that the bear market is over
or the bull market is over.
And now with like the structure and the market
and the charts all looking fucked up,
I do think this might be a bear trap,
but I don't think it's like a B-shaped recovery.
I definitely think we're probably going to have to spend
two to three weeks of kind of this because we're still and if you look at the
fear and greed index we're still at neutral and so people still don't believe what's happening
and i think for us to go buy right now i think could be a mistake especially with kind of a lot
of people not really believing this i think maybe wait two to three weeks wait till it gets into the
fear and bitcoin uh fear and greed index,
and that's when you might want to start accumulating.
So if you do have any stables, if you didn't totally get wrecked in the past two weeks,
I definitely think maybe waiting another two to three weeks might be optimal for you guys.
But just a little what I was looking at, it's not a great time in the market.
Trust me, I'm feeling your pain, just like everybody else.
It's just we got to kind of keep striving forward and keep chopping our feet.
And then these opportunities will probably present themselves probably sometime in September, in my opinion.
But Gambler, go ahead.
You had your hand up.
And then I'll start the Chief and see what he's looking at the charts.
But Gambler, what's up, brother?
What's going on, X?
What's up, Chief?
Hope everybody had a good weekend.
Yeah, good points, X.
I would say, man, just listening to you speak, it kind of reminds me of because I got in
in 2021.
I always say just in time to be exit liquidity.
So I did have an opportunity at least to see kind of what the way down looks like and what
the way back up looks like.
And man, if I learn one thing, it's that there's going to be people calling for a reversal
the whole way down.
There's going to be people calling that it's still a bull the whole way down. Nobody knows anything. And by the time you get to what is the
bottom, you're so down bad. The market is so down bad. It's like you wonder if there will ever be
another recovery. So it's hard to imagine if you haven't actually been there, but from what I,
you know, that's what I can share. And then I have a few things that I was looking at this morning
that kind of caught my attention that I thought I'd share that go with your thesis of this being a bear trap.
And again, nobody knows anything, but I'll pin one up right now. It's this dude named Max Price.
Some of you may follow him. And he's just highlighting that Bitcoin has broken an eight
year resistance on this chart. And so if you look at it, what we're down to is
about the 110 level. I'm no technical analyst, but according to this and according to his thoughts,
it's looking like a bear trap. But yeah, I wouldn't be surprised if we had some chop.
There's also, this is another point, but I don't have this pin ready. AltcoinSherpa, if some of you guys follow him, he's highlighting that...
Shoot, I'll try and find that. Sorry, I'll go back to that one, not to be all over the place.
But then I also wanted to share this chart by Kix that's highlighting that if you look at the
ETH staked chart, it has ETH at over $5,000. Now, I had to play with Grok a little bit to kind of see why
there would be a misprice between ETH staked and regular ETH. And the reason for that is that
staked ETH apparently includes rewards and there's less liquidity there. And it also
includes DeFi demand. And so it's worth noting that only about 25% of ETH is actually staked,
which isn't a majority, but it's still a significant amount. And so it's something
to at least consider when you look at the spot price of ETH and the staked price of ETH.
And then the last thing I wanted to share is just what we've been talking about all cycle,
is that BlackRock's still buying. So we got an update from arkham uh an hour ago that blackrock
just bought 300 million of eth uh which again goes to kind of support your thesis that we were
seeing big money possibly rotate or at least put more liquidity into ethereum um and i'll see if i
can find this altcoin sure but point that i was making but yeah we still have like etf inflows
right like etf inflows have been about about a one billion dollars in in the past three days i think
we were at 400 million yesterday so we do have the inflow still coming in it isn't an outflow so
we do have that to look forward to so i just think maybe it's an extended weekend we chop here maybe
flirt with this 110 for a while to scare people out, but I don't think this is like a V-shaped recovery.
Definitely think that maybe we kind of wait till this FOMC meeting to
actually get us some, a little accelerant to go higher.
So chief, what are you looking at, bro?
What are you thinking?
Bear trap or is this, are we going a lot lower?
Are you feeling about it, man?
I mean, levels really didn't, nothing's really changed, right?
I mean, we're here every day
to the point where in my opinion it's like we just try to create a new narrative every day or
we justify the same one but i mean liquidity zone is still and was right under 110 right so we're
doing okay uh there i mean we can dip all the way down to the moving average i think which is at
roughly like 98 i don't have a chart in front of me right now.
And then charts are even showing up to 95.
And so I think that that's another thing, too.
It's like, I mean, yeah, you don't technically want to go there, but it doesn't really invalidate everything.
If we do break moving average and we go back down and then sends us into a new channel.
But I don't think that Bitcoin going down automatically means that
the market cycle is over. Right. I mean, it's just means that we're moving into the next phase
and everything is going to rebound and adjust accordingly to Bitcoin no longer being the leader.
Right. And I think that that's the phase that we're at right now is the overreaction of Bitcoin
going down and the assumption that that means the cycle is over when in reality i mean you need bitcoin
dominance to drop and as it drops it feels like yo is this over is this the last time is it not i
mean that's just normal right and so that's why it's like you're not trying to time the top you're
trying to take profits on the way up you're trying to take profits on the way down you're just trying
to ensure that you can keep sitting down at the same table right or participating so that's just more or less how i see it it's like yeah in a sense oh no market why is chart
going down but in reality you have alts that are semi-rallying right or have been in the last 30
days in preparation for this so it's kind of how i've been looking at it yeah it just kind of sucks
at this whale basically it's just like i know, one whale basically fucked up the whole market.
I don't know, man.
I think it's reductive to kind of narrow it down to just that one.
I think it's like a hot headline.
But I think there's a lot going on behind the scenes that we're not seeing.
And I think we're also, like Chief said, we're looking for a reason for why the narrative.
When we had that dump, it was literally from like 116, 117 to 111.
And everybody's like going into their chats and going on the timeline like, who sold?
Last thing I want to say, and then I'll probably jump down, is I found this tweet by Alcoin Sherpa that I wanted to share.
share and he's actually i love this dude if you're not following him he's a great follow
And he's actually, I love this dude.
If you're not following him, he's a great follow.
and he's just highlighting what a lot of technical analysis know is that btc likes to fill gaps and
oftentimes when you're staring at a chart gaps like to be filled and he's highlighting that when
we saw a big jump in november 24 from uh 75 to 90k that gap was eventually filled we consolidated
there for a while and then obviously now we made it back up over
120 and now we're ranging again
so he's comparing if you go through this thread that move to our recent move from 110 to 117 and
he's saying that this could be considered us filling that gap ranging like expresso said and
Possibly going high again all perspectives take care for what it's worth
yep so just trying to give you guys some charters some people talking about some different
perspectives here obviously all charts are invalidated over time no one knows actually
what's going on if they did they'd be all billionaires so it's just like obviously you
want to give you guys some charts and some people to look at maybe you could follow i know tj
has been on this bear uh this bear arc and been killing it on that.
So if you're not following TJ, he's basically been calling this short forever.
And so we do have people inside our community that we've had on the show
actually giving you guys like actually good analysis
that you can actually probably even get in their chats and buy their NFTs
and actually get one-on-one calls from him.
He's basically calling a bear until fucking January. So so maybe just continue the short and make money that way instead of being euphoric and trying to buy the dips here so definitely
definitely interesting time but there's not i didn't see that i was like i've been following
i didn't see until january well he has like bear tober bear november he's just oh yeah he's just
trolling if you read the post, it's middle of September.
Everybody.
Everybody's saying middle of September.
I mean, you can read through the bullshit all you want.
Once again, Ghost Month.
Go look that shit up.
It's the easiest thing for fucking anyone to do.
Minus 21% every fucking year.
I mean, I sound like a broken record, but go look it up for yourself then and answer your own questions.
You know, it's just stuff that people don't really give relevance to and that aren't really important. I sound like a broken record, but go look it up for yourself then and answer your own questions.
It's just stuff that people don't really give relevance to and that aren't really important. But when it comes down to this new, I guess you'd say, fall game that we're in with institutional investors,
when the East is not deploying capital because it's unlucky or it's unprofitable,
then that's the whole East.
That's all the businesses.
That's all the companies.
That's everybody that's starting to mass adopt this stuff. So
I didn't know about ghost month until the correction. So I guess I was off that one
I'm always looking at the moons and shit like I heard there's something
Well, it times in because that goes in with the lunar. It's the seventh or eighth lunar month of the year
And I think that because I think lunar new year is what two months into our new year
Right or something like that. Like it's a little bit off Like we have new year like regular new year and then lunar you new year's like a month or two off
Right, so it's the seventh month of the year of the the seventh lunar new year
Whatever the fuck
New moon and then it becomes ghost month. It's just unlucky. It has
Superstition and it's tied into a lot of just how they invest
a lot of how they gamble right people just traditionally just stop participating for a while
um so something to keep in mind you might not believe in billionaires believing in like you
might not believe in it but billionaires believe in it right so these moon cycles uh led to the
pump and then now we have a bear moon which i I didn't know was a thing. And then this ghost month, all kind of leading into price action, which is great. It's great. We wish
we were calling this out a few months before so we could all get out. But there's not all bad news.
Obviously, I brought this up on the 15th or 14th of August of rumors of the sole DATs actually
being launched. There's one that I predicted are,
I mean, it's not much of a rumor,
but Multicoin Capital, Galaxy Digital, and Jump
are raising 1 billion for their new sole DAT.
I saw Pantera's launching one also.
But there are some things that people aren't looking into
that I've kind of done some more little research into
that a lot of this sole that they're actually getting isn't new sole that I've kind of done some more little research into that a lot of this soul
that they're actually getting isn't new soul that they're buying off market. It's actually like,
a lot of people have been rumored to hear about this. I've heard about it. So it has to be widely
spread news if I'm hearing about it, that, okay, these guys are going to buy a billion dollars
and it's going to make the soul price go up. And that's why you've seen soul kind of in the past
two weeks break above 200, 210.
It's people like trying to front run these buys.
But doing a little more research on this, actually a lot of the sole is from FTX.
And the other one is like from over the counter.
So it's actually maybe like less than 1 billion.
Some of it's like 800 million which
is a big buy but you know this one big shiny number of 1 billion isn't actually what's actually
happening here and so you've definitely seen like three or four of these sole uh companies actually
um launching these dats in the coming weeks but it's not going to be 1 billion like they said a
lot of it's basically from the ftX estate and actually from OOTC.
So just something to run your mind on.
I did have like a β so Pantera's new $1.25 billion Solana deal,
I reported by them for more, has a lot of people believing that this FTX is locked sold,
meaning Pantera may be using a structure to get liquidity from their own locked holdings via shares.
Next with Sharf's
technology, they announced a $400 million private placement to build a Solana treasury strategy.
Here's small print, $50 million of that OTC with Solana Foundation. So the real market-facing
number is around $350 million. And then there's the Galaxy Multicoin Crypto. The other one,
And then there's the Galaxy Multicoin Crypto.
The other one, the Jump one, are teaming up with 1 billion Solana fund with Cantor Fitzgerald.
This was an open secret.
Insiders have been talking about weeks.
From the market perspective, that means that part of it might already be priced in plus.
Just like the Sharps deal, not all 1 billion will be directly hit on open market.
10% to 20% of it involves the FTX sold.
And real open market pressure might be closer to $800 million instead of the full billion.
So you have a lot of these people saying, oh, we're buying a billion.
We're buying a billion.
But if you really look into it, it's about $800 million or maybe like 10% to 20% less than that.
So it's still good news that we're now seeing institutional adoption of Solana.
And now you're seeing the DATs created like all these other coins, which has kind of been the leader of like a lot of these coins pumping in general.
But it's not what it seems.
And you're probably not going to see the price go up once they start buying it because it's already been purchased from FTX or been purchased OTC.
So just wanted to bring that.
I know I brought it up on the 14th of August about this happening. And I don't, I think it's already
probably priced into the Solana chart. So if you're looking for these purchases to actually
pump Solana, you're probably already missed the bet. So that's all I got on kind of the macro wise
chief. I mean, what do you think that's the biggest difference that that this cycle has or not
necessarily this cycle like specifically but like you're saying you didn't know about a ghost month
well we never had a constant institutional adoption to where this actually made a difference
right to us it was retail to us it was just people not being around and we didn't have like constant
flows just drop down right if you actually
go back so that's the thing that i think that we see these massive pumps on our end right because
our news is all speculation driven and headline driven right trump signing this some type of news
someone getting fired uh jerome powell right but and then at the end of the day like crypto's global
right and i think
that that's where you start tying in that this happens every year but we don't feel it and this
year we're not understanding like yo everything looks good on our end where's the where's it
coming down from and you're like you know we're getting nothing but good news why is it going
down right and it's just stuff like that that now we're able to see almost like it's global reach
and then just how it actually
affects the market in that sense so what did you think about trump firing this lisa cook girl it's
kind of very similar to what i thought would happen if he fired jerome powell didn't she say no
yeah she's fighting it and just pausing discern inside the market and the market hates uncertainty
when it happened the market was kind of rallying 110 and then it dumped so it definitely
doesn't look like the market actually enjoys this firing of this lisa cook girl which is interesting
bro so i don't know well i mean it's just i don't think it's specifically that yeah i think i mean
that's the the straw that breaks the camel's back right then they're gonna be like well it's the
fact that he now has the ability for overreach and And if he can do that here, then he can do that there and this and that.
And if Jerome Powell can't resign. Right. How can she or how can she be forced to step down? Right.
Or not resign, whatever. Be fired. So I think that that's the different aspect, too.
It's like she looks over and she says, well, Jerome Powell didn't back down from him.
So I'm not going to do it either. You can't technically do anything. You're trying to scare me out of it.
Yup.
And it never happened in 110 years
of the Federal Reserve being in control
of our money as a president ever fired
this. So definitely another precedent
set this week.
And the Trumps are in the media everywhere.
They fucking... Trump media's
involved with Crow, and then it looks like
one of the Trumps is involved with Polymarket.
Crow is up 23% on the day.
I think that's where we're slipping.
They have a knockoff version of Lazy Lions.
Called the Loaded Lions.
They're worth like $1,400 a pop.
I can't even clown on a crow dude his pfp is
worth more than mine and shit you know so they're out there still holding it down with their knock
off lazy lions but that they have a whole ecosystem and i mean now with this co-sign of
world liberty finance and the trumps i wouldn't be surprised if nfts instead shit over there on
that side right and the interesting part about it is
we don't see any of these because they're kind of on the crow like they're on chronos
right they're actually on chronos and so they're the only marketplace that has it and stuff so
i don't know uh it'll be interesting to see if that ecosystem uh gets adopted or if people go
over there the same way that we saw SWE and
say and all these kind of just get their own communities and crowds right I think that that's
also an interesting part is the number of crypto participants not necessarily has grown right but
what has grown is where people can go and before we all hung out on ETH and it was cool right soul
was for the poor's ETH was where the jpegs were and it was cool right soul was for the pores eth was where
the jpegs were whatever it was right the there were two options well now you got like fucking 15 bro
right i mean even if you were an everyday participant in this market the chances of you
only showing up to one section or one area right you're not taking advantage of the opportunity so
i think that that ultimately is dividing mind share and just how things are moving,
you know?
Yeah.
And apparently Crow surges 30% on the Trump deal.
It's up 20% now, but it looks like 1 billion of Crow, 6.3 billion tokens and 19% of the
supply is basically going to be, I think, bought by the Trump Media Foundation.
So definitely, I saw zach xbt putting the
out of this saying that there's some secret thing that crypto.com's covered up so you have that
going on well he posted that thread um basically two a year ago or something let me see i think i
saved it um he he did a whole write-up about how they had a max supply of 10,000 tokens, 10 billion tokens, sorry.
And then they did some fake buyback and burn kind of bullshit.
And in a sense, they doubled the CRO supply by 2.3%.
And so what they're actually giving out today is just the tokens that they created out of thin air and are not
technically real. So it says, reminder, originally the CRO supply was $100 billion. In 2021,
they burned $70 billion of the CRO supply. Earlier this year, they reissued $70 billion of the CRO
supply that was burned forever via a governance proposal
where validators connected to them control 70 to 80 percent of all voting power so it says pov
you give away cro tokens you reissued out of thin air this year by forcing a government, a governance proposal and increasing the total supply
by 2.33%.
So that's where they had all the tokens
to sell to the Trumps from.
Who got knocked off here?
Trump?
They got tokens that are basically
out of thin air.
That's funny as shit.
Trumps are just in the news.
Obviously, we have Canary Capital
finds an S1 to launch a Trump ETF.
We've heard this. And then Donald Trump Jr.'s VC firm, 1789 Capital, invests tens of millions in
the poly market, and he joined the advisory board. Poly market recently acquired QSEX for $112 million
to obtain a CFTC license, which Kalish has, which is a commodities license, and has closed investigations
into the DOG and CFTC on Trump Jr., previously served as a strategic partner of rival Kalish.
So definitely see this with a commodities license. Makes me think that Polymarket might be going
towards an IPO instead of an ICO, which people have been speculating that they possibly launch a crypto token. But Kalish basically has this CFTC license. And that's why a lot of people have been
speculating that they're IPO and you're not actually launching a crypto token. So maybe
you see both. I know that's been in question that people can actually do both now. But yeah,
it looks like prediction markets are on the rise. Everybody's talking about them again. You had this
guy, Jonathan Wang, basically come on to Kalish.
A lot of people are excited about it.
I heard that this dude's like 23 years old.
And I don't know much about him, but Kalish also basically hired a crypto influencer,
John Wang, head of crypto, aiming to expand on-chain markets as competition from Polymarket,
Robinhood, and Coinbase intensifies.
So, I mean, when we're looking at like new shiny things in this market, what's going to lead to
retail adoption? We've been talking about it for probably the past two weeks of me even seeing
normal retail people actually getting interested in prediction markets, predicting the future of
the weather. And now you're starting to see the Trumps involved.
And now you're seeing Jonathan Wang involved.
Now the competition is fierce.
And people are speculating as this is like the onboarding,
or this is going to be the vehicle onboarded for the next wave of people coming into the space.
And like, how do we kind of front run this?
I don't know like how we front run this do we get
in trades before they do like none of these tokens are live so how do we invest in a token that
everybody's going to use and so i'm trying to figure out like where are the vehicles if this
is going to be the new hot thing to actually make money if a lot of new participants that aren't here
yet are actually going to use these calish'sha's, these Coinbase's, these Robinhood's, these Polymarkets as kind of vehicles to start speculating in
crypto. And that's what I'm trying to figure out. I mean, you have that bot called Flipper,
which basically we brought up on the show before, where it's a coin that's out that you can basically
tweet at it just like BankerBot and actually put down prediction markets straight on Twitter.
And then obviously you have the integration of Polymarket into X. I don't know if that's soon.
I don't know if that's something that's going to happen, but that's always been rumored. So
I don't know, Chief, we've been kind of talking about it in the back end. Where is the vehicle
if prediction market is going to take off to actually get in now and actually ride this wave
of new people coming in? Is it just the bets themselves? I don't feel like that's like 100x. I just feel
like you can make money off that always. So I'm just trying to figure out what's the return on
investment if this isn't going to become a meta. You have to use it, which is unfortunately the
bets themselves, right? I mean, the only way to really capture this meta is to farm the protocol.
The only way you can farm the protocols if you make bets
i mean it's just one of those that they i guess you would say the flywheel is perfected because
it requires on-chain participation rather than just the freebies that you get right because you
can only get so far with your one once a day uh daily roll or your free bet uh zone right And so I think that that's the biggest difference that
even if you want to take advantage of the meta, the airdrop is going to be a byproduct of you
participating and making your bets yourself, right? Doesn't have to be a crazy bet. I mean,
obviously volume is definitely one of the metrics that they consider. I mean, it always is.
But in my opinion, I think that the consistent of going, trying different categories out,
making a $5 bet, a $10 bet here and stuff like that, that's going to be how you earn points for
these platforms, right? And then on top of that, I mean, you ultimately win or lose your bet.
And that can add to your margin of gain or ultimately destroy your margin of gain
as well. Right. So it's not necessarily one that's for the farmers, which is good. And yet,
which is bad. Right. Because I mean, that's the attraction of people that you're going to have is,
well, they're already they're making money and this is just going to be a bonus check,
which is going to cause them to gamble more, which is ultimately what you want that loop,
the casino loop. Right. Or you're going to have a bunch of disgruntled people. And in a sense,
they're just, but that's the thing. Gamblers don't really care to lose, right? I mean, they care,
but they don't care to lose. It's part of the mindset of gambling. And I think that that's
one of the things that as human nature, that area is very good at because they flat out tell you
it's gambling, right? It's not this guise
of, oh, it's not, or, you know, it's this or it's that. Like, you know, you're placing a bet for 50,
50 odds, yes or no, or whatever the odds may be. And I think that psychologically us, we've been
indoctrinated our whole lives to understand that, right? I mean, we've made bets even for fun or for
free. And I think that that ultimately is something that is the next vehicle of adoption. I mean, we've made bets even for fun or for free. And I think that that ultimately is something that is the next vehicle of adoption.
I mean, last time we had JPEGs, people associated it with trading cards and Pokemon and all that bullshit.
That's what made it stick.
This, I mean, I look at you and I say, yo, what's up?
$5 on the game tonight?
Yeah, that's cool, bro.
I mean, you've done that before, right?
Even if it's, oh, well, let's not do any money.
Let's do five pushups, 10 pushups. Let's do who cooks dinner tonight. Right. And so I think
that that's just going to be the vehicle of adoption. And it's not a farming protocol thing.
It's a make bets, participate, and you can get double rewarded or you're just gambling.
And people know that what gambling is, you yeah because i remember uh jen came in
here during the election and we were talking about like how polymarket was really taking off
based off you can use it during the election he's like i'm stumbling in people everyday people are
actually using polymarket and like at that time everybody's like that that's gonna be dope it's
gonna be the future and now i definitely think there might be a missed like not a missed
opportunity but like we talk about farming right and then you're not getting an airdrop like with
the ctfc regulation license that polymarket and cleach have made me feel like if you do put volume
over on police or polymarket doesn't 100 guarantee you that that farming yes you're putting volume on
it there's gonna like result in anything you're not gonna get an, you're putting volume on it. There's going to like result in anything. You're not going to get an IP. You're not going to get shares of the stock. And so when I see the
CTFC, CTFC makes me feel like that it's going to be a stock. And so you're putting volume on these
protocols that doesn't going to result in anything other than you gambling. And so I'm thinking,
what's the one that's going to benefit the most? And I'm starting to think Myron Market is 100%
guaranteed to have a token. They've already started kind of promoting it. The Rug Radio Genesis NFT itself
apparently is getting 25% of the supply. And so I think if we are far mores and we want guaranteed
tokens for using these prediction markets, I think that Myrid Market will benefit greatly
by these IPOs going up to billions and billions of dollars.
It'll be third up. It has the less volume.
But your money and your farming will actually result in actually a reward instead of I don't think it actually will with Polymarket and Kalish because they're not actually going to give people that use this platform anything other than these points that might convert into more bets.
So I think the one that's 100% guaranteed is Myron
Market. So I'm starting to think that that is where we should be. If you are using these, that's where
you should be doing the predictions because they're starting to ramp it up. You're starting
to see people talk about the Genesis NFT. You saw Farrow go on Eli's stream and start talking about
it. You're starting to see the posts from all the influencers about prediction markets are the next.
So the drum beats
steady and i think if you're a web3 far more i think putting volume on myron markets will result
in a bigger reward then i mean if polymarket does launch a token yes of course it's going to be
huge but now seeing what these licenses make me feel like they're going to go the ipo route
and they're not actually going to drop a token so well i mean especially if you want to be
integrated with x and be on that level of professionalism i mean i don't think i think
the token just is baggage you know yep and like do they really even need a token they got enough
volume that's what i've been talking to uh ruto about with uh courtyard like what are these points
doing like these points are going to be point these points are going to be a token he's like they don't need to drop a token they have enough volume
they don't they don't need to do this it's just an overhead thing that they have to worry about more
they make enough money doing this and so i'm starting to think that polymarket and courtyard
is probably the two biggest protocols that people use the most yeah they're just gonna give you free
fucking spins with it remember like that's what i I was saying. If the minute they put a monetary value to it, you care.
And you value it.
You look for it.
Oh, well, where are my points at?
They're worth a dollar.
You know, when they're not, they're just going to say, hey, you get 100 points.
You get one free spin.
You get 250 points.
You get to go up to the next category vending machine.
You know, that's it.
You can probably do moon math,
but at the same time,
that can at any time change.
That's it.
Rug Radio Genesis
is the easiest one if you don't want to farm.
They've been told that you're going to get
25% of the Myron
Market token for each Genesis
holder and all Rug Radio assets.
So you also have Rug, which I think is $9 to $12 million.
I'm not sure how much Rug you have to get to actually get some tokens.
But you know that these guys are definitely going to launch a crypto native product.
They're definitely going to launch a token.
And if prediction markets continue to heat up, they're going to use whatever attention that these guys get and say, okay.
We're gambling too, right? heat up they're going to use whatever attention that these guys get and say okay well yes we're
gambling too right i mean i think that when you start thinking about next onboarding the next
closest thing to gambling is actually gambling sites so yeet might might do well it might be
something you know isn't that backed by keyboard monkey yeah yeah yeah yeah they're doing an airdrop
too i just could see the marketing already okay we do one third or one fifth of the volume poly market is
and their evaluation on the stock market's $6 billion.
Well, if we're one fifth of that, we should be $1 billion.
And so you're going to start using,
they're going to start equivalating the market caps of these high,
these movers as what their market cap should be.
And so that makes the token even more valuable
because it has something that it can kind of relate off.
And when we talk about a lot of this stuff,
like emerging markets, right?
And no one knows how to price this shit.
And that's why you always get more money
in the beginning than it is
because no one knows where to price a prediction market
because there's nothing to price it.
And so when we talk about
what's emerging markets in this space,
these prediction markets have nothing
to draw a market cap off of.
And so that's why I think like these
are probably going to be the things
that get you the biggest returns
because they're all going to be in the news.
They're going to be IPO-ing.
Retail users use it.
They have tokenomics.
They have volume.
They have everybody talking about it.
And they're going to go up a lot more
than they're actually worth in the beginning.
And then they'll probably in like two to three months
settle at the price.
And that's where you make the money. Just like no one knew how to price ordinals in the very beginning. That's why we got a lot more than they're actually worth in the beginning. And then they'll probably in like two to three months settle at the price. And that's where you make the money. Just like no one
knew how to price ordinals in the very beginning. That's why we got a lot of money. No one knew how
to price a board ape. Now we do. No one knew how to price fucking Ethereum or these L1s. Now we do.
So prediction markets have nothing that you could price it into. So the market always gives you more
than it's worth in the beginning. And then you have the adoption phase.
And then everybody's, okay, this is actually worth this amount.
So I do think married markets is probably the best opportunity because U.S. farmers know that they're going to be dropping a token.
Farouk's going to reward his holders.
And it's on abstract.
So on top of using married markets, you're actually farming abstract XP2.
So it's like a double whammy.
So I think that's what I'm thinking.
Yeah, that's ultimately what that's that's like i mean
that's ultimately what you got to look at when you're participating in any of this shit right
i mean it's it's margins and all these like stacked on or double leverage bets right but i
mean as one of them pays off or as the other one pays off right they they help you balance out
kind of time invested and the money invested as well. So it's like, yeah, let's say myriad market isn't such a good, well, let's just
say you're not well, you're not doing well at bets, right? Or whatever it is, or you're not a very good
farmer, so to speak. You don't want to put too much money in. But farming abstract might pay you
out well, as myriad market gets closer to to tge they're going to be featured right
you're going to get xp bonuses for participating so it's like you get multiple ways to get your
return of investment when it comes down to these uh emerging pains and markets as well just talking
about that too bro did you see that every founder of an l2 that launched this year besides bear is gone. Like fucking the IP got the story founders gone.
Mantle guy got fucking,
what was it?
He was the got arrested for scamming and burning all the money.
Everyone that we saw this year gone.
So when does bread leave?
When's bread leave?
Meggie like six months in.
I mean,
that's what everyone's saying.
Now all you got to do is be here,
bro.
I mean, Smokey, Smokey's just been here, and he's now, I mean,
the best new L2 around, and that's all because him and his team
didn't take the money and dip yet, you know?
So I think that's the interesting part.
Yeah, dude.
The bar is set so low.
I think with, like, when you're talking about prediction, Marcus,
there's a difference of winning bets and putting volume on chain, right?
So you put volume on chain by just winning bets.
So go to the bets.
We brought this up.
This guy in Polymarket put like 800K on just bets he knew would pass,
and he made 200K.
And so like Bitcoin going to $200,000 by the end of August,
yes, you're not going to make a lot of money, but you're going to win that bet and you're going to put value on it.
Oh, yeah, that does make sense.
Because I looked this morning at Myriad and it was like, well, Yeezy coin reach like, I don't know, I think like 2 billion market cap.
I mean, it was like 99% no.
And I'm like, why the fuck would you bet that?
But it's like, well, why not?
Because, I mean, it allows you to literally wash money.
I mean, not to be frank, but to wash money.
I can deposit 2e.
I win 2.1 back.
But, I mean, it's different ETH.
And I technically won it in a bet.
And I put volume on chain.
And I put volume on chain, yeah.
So, hey, this is probably a lot deeper than we think bro
this is probably a low-key a a laundry scheme and we're just not even well i'm also thinking like
since i feel like the merit market might be coming sooner than later you don't want to put like these
big yeses by the end of the year predictions you want to get the ones that like are really close
because you want to like create a lot of transactions and a lot of bets over a small period of time. So you're farming now. If you say you put something like, does Bitcoin
get to a million dollars by the end of 2025? You have to wait till January for that bet to go
through and be a transaction. So look at the short-term bets, try to accumulate those,
get yeses on stuff you know is going to hit. Don't try to make money, try to put as much volume on
chain as possible because that's what they're gonna use for the token allocation when it goes live in my opinion
So and I think on that point too, it's like I think that the goal should not be like you said
If you make money you make money the goal should be try not to lose money, right?
Because there's ways that you can make bets without losing money
So if you can do that and not lose money you're
winning right and i mean in a sense that's the whole point of this if you end up losing that's
just part of participating but i mean the goal should be like try not to lose money because
some of these bets might reverse on you you lose it whatever it is it's part of it right you're
farming quote-unquote but yeah go ahead allison hey guys what's Hey, guys. What's up?
Hey, Allison.
What's up?
How you doing?
You talked about Brad.
You mentioned him.
And so that was a good segue for me because I had some alpha.
Lately, I've just been really on my alpha game and falling down like little rabbit holes.
And I happen to have him on alert.
I have a bunch of people on alerts. And he shared like a tweet about some,
like some game or some app that I'd never heard of.
And I'm like, well, what is this?
So I looked at it and it gives zero indication
that this is a crypto game
or that it has anything to do with crypto.
That's why it's probably going to explode.
And he retweeted
like the devs tweet that the dev team of this game called pump party app that's the name of
it by the way and it is in um apple store right now i don't think there's an android version out
uh we achieved a ludicrous 50 55 cent per cost install on iOS.
Benchmarks in the U.S. for top tier performers are $1.50 per install.
And they did that via their clickbait style campaign.
So when you click through the app, like if you go on their Twitter,
and then you go on to the website. Really quick, Allison, can you pin it so people can follow along?
Yeah.
Please.
When you go on to the website, it says, I I'm gonna pin it now while I'm talking
It says I love goon and so what they did was apparently they hung up these posters all over New York and
Across the city and so they're getting people just because of the poster to install the app. And so I guess the lower cost comes from, okay, I pinned it.
The lower cost is coming because the posters are cheaper than another way that they would market the app.
So I still wasn't sure.
Like I installed the game and I've signed up, but you can make real money on it.
The game goes live. It's a live game goes live it's a live game there's like
a live game show and it goes live three times a week monday wednesday and friday like around 9 p.m
or something um and they don't have many tweets like just says the next time we hear from us is
when we have 100 000 users so there's still not a lot of people on there, and there's a good chance to win money.
I mean, not, like, substantial amounts of money.
But if you like playing these games, like, we all remember a number of years back, there was that live trivia game that, like, really took over the app store, and, like, everyone was playing it.
I think it was called, like, HQ Trivia.
This is similar, but it's not trivia. And I went on the MegaEath website and I was just like looking at the different cohorts they've had for MegaMafia, like the different groups that they've been incubating. And this is listed on there.
This is similar, but it's not trivia.
mechanism that uses crypto native speculation transaction fees to fund and incentivize web
to onboarding on chain so i don't know just something to look at and i have not heard anyone
else talk about it but brett he doesn't seem to like that he can give like big bits of alpha
but he'll drop like small tidbits on his page if you're paying attention like just like this
and if you look into it then
you can you know discover more on your own dude i'm trying to find the post that he uh same thing
like he's mentioned these things and certain people like do deeper dives into him right i
think the blitzy one the tda uh notifications were going crazy and it's a bunch of people tagging
bread and i didn't know what it
was and apparently same thing right he mentioned something on the show that he was excited about
the blitzy app that it was coming out of the mega cohort cohort and um just everyone from that
community kind of uh filtered in and or people did deeper dives into it and just started like
getting put on so i think you're right on that like he
always shares a little bit of information same thing of when he did with noise right and all
these just different mega eth apps and it's up to you to kind of just well what does that mean and
go do deep further dive so appreciate you allison i mean i think this is definitely a play you said
it's already on the the app store correct yeah it's already on the app store it's not even test
flight like it's fully live and people are playing the game and it has um 4.7 stars and
reviews so yeah oh the first thing that i type in on the app store i type pump and the first
populated result is pump fun pump got fun so shockingocking. People don't join that one.
Don't download that.
They're just going to lose money for the most part
because everyone wants to trade, but not everyone can be a trader.
And I have learned that lesson so many times.
So now I'm just staying in my lane and I'm doing much better.
Today is XP Tuesday on Abstract.
So I hope everyone did well. well for me it is going to be
very slow grind to platinum but i'm happy that i'm finally in gold um streaming should help you
right yeah i don't think that you actually get that much xp for streaming but luca has said that
he will be rewarding the streamers i don't know if that'll be at tge but i don't
think tge happens this year that's my opinion based on the fact that he said he won't do it
until they are a top two l2 and currently they're number 10 so i think there's a while to go still
um but that not everyone has the same opinion that's just me um i'm curious how that's measured right because when
you look at chains and and just in terms of metrics um different ways to value chain health
right is it chain on chain revenue generated for holders is it chain fees is it tvl you know and i
think that that's going to be interesting because it's such a vague like the number one l2 well
number one l2 and what i mean you're
technically the number one streamer l2 if you really think about it so i don't know i think
that's the interesting part based off l2beat.com uh how they've ranked different l2s that's where
i saw that they're number 10 so maybe abstract internally rates themselves at number five you're right like it is interesting how they are making that determination of like where they're
ranked um and then i just did want to mention since i brought up abstract that yesterday
pudgies tweeted um the pudgy penguin account that if you pre-register for the pudgy party game um that you will get a soulbound
token and they do have history of rewarding soulbound tokens so i would just um go ahead
and do that i'll pin it to the space but most people probably saw it yesterday but just in
case you didn't i'll pin that as well yeah i saw that too and you make an interesting point that
everybody wants to trade but not everybody's a trader. I feel like it's getting, you have to be like in your corner, locked in at a particular
niche. You can't go chase around anymore. Like we've seen the evolution of this cycle. Like it's
less and less new people. And we're basically trading against ourselves. And like the skill
level has gone up. You just can't like go be driving around in your truck and like ape into
a meme
coin and forget about it like we could like two three years ago like you if you are going to trade
meme coins you have to trade meme coins if you're going to do farming you have to do farming if you
want to do defy you have to do defy and you like it's more relevant relevant than ever that you
have to pick a niche and you can't be everywhere anymore because i saw ash talk about how i made this i made this
comparison too of like us just coming into a fortnight game after not playing for four years
and that's kind of how the meme coin trenches are these days is like just imagine you played
fortnight in 2017 and you go in now you're going to get annihilated and so that's similar to what's
happening when retail comes here is there isn't a way to like divide the new people and the experts and the experts just feed on the new
people and just take all their money. And this is decentralized. So there's no way to kind of
create it. And I guess the best example of kind of this centralized way of doing that has actually
been the launch pads recently is trying to create new ways to kind of create meme coins and flywheels is very similar to how fortnite has basically um eliminated sweat spec actually
participating with new participants because it was ruining their game so the game dynamics have
to change right and that's where the launch pads come in and i think that that's ultimately like
the game itself has reached a peak in and it's either you go to the next game, right? Or dynamics come for an expansion
and the launch pads coming in with these flywheels. I think that certain ones are going to make a big
difference, right? The ratify one on Bitcoin was kind of cool, innovative, no money spent or burnt
to the miners. All the money that's taken in gets put into a liquidity pool. If the token doesn't
bond within five days, everybody's refunded.
So it's like all these different, I guess, safety measures for when you're trying to get someone to
bowl, you don't just sit there and tell them in the bowl, right? I mean, you put up the little
bumpers on the side, you start them off with the lightest ball and you're like, hey, I mean,
the objective is to get them all. And so I think that these little bumper pads that we're setting up, I mean, ultimately, it makes it less fun for us because that's where our edge comes from.
Right. Is knowing where and how to take advantage of these.
But it makes them more retail friendly.
And in the long run, we need these people to come and participate and not just get, I mean, for lack of a better word, just come in here and just get raped.
Right. I mean, lose all their money, lose everything and have just a horrible experience and not really know who to blame or know
What like they're like, well, everyone was talking about this token today and tomorrow
No one's talking about the token and I don't even know what the fuck happened
So I think Osito also had an interesting concept. I mean it kind of just sucks in terms of market
marketing market conditions
being on bear a bear estate at the current time but I mean it kind of just sucks in terms of market marketing market conditions
being on bear a bear estate at the current time, but
The dynamic of you automatically get a base level
Like a payout as a dev, right? I mean, I think you'll see those whole selling point was
We they take the number of tokens in circulation and basically if the whole chart was nuked instantly with what's around what is the highest level of payout that you could get and then boom you have a base level
pay and you as the dev can launch and now not have to dump any tokens and two it you know you can
rub right so to speak so i think that that's the interesting stuff like that but you have to have
a runner you have to have someone championing the tech behind the runner, right?
And I think that those are the things that ultimately have to coincide together.
But it has to be a new dynamic for the trenches.
I just don't like β I think you do with the bumper analogy is a good analogy.
But just say I have like my five-year-old that wants to play bowling.
They could still bowl and bounce it off the bumpers. But it's not stopping a pro bow still ball and bounce out the bumpers but you
it's not stopping a pro bowler to still play play with the bumpers so it's like yes you are
curating the gameplay to let new people in it but people are still going to bowl 300s
and so it's still like hard for people that are just joining to actually make any money because
you still have pro bowlers still using bumpers that are still bowling 300s and having a better opportunity to bowl 300 because there are bumpers there
So that's the decentralized nature of the space. I mean all you can do is add the bumps
Yeah, you can all you can do is add the bumpers. I mean, you can't take the guy ball in the 300s away, right?
And I mean, okay, cool. The bumpers didn't work or they're not enough. Well, let's give you the ramp
Like, you know, all we can do is keep adding more tools
in order to quote unquote level the playing field to even though if there are these
straight cabal plays or or first bundles right i mean everything's evolving i mean jpegs are
i've talked about this for a while they're now becoming bundle launches and that whole landscape
and ecosystem of i mean before you could buy some jpegs if they were shitty they'd
rug in about a week right now if they're shitty i mean they rug within a couple days i mean an
hour or two right or less than 24 hours and i mean no one's doing anything right we talked about this
in kind of length yesterday too i mean all these mints are all degen. We haven't had one single team come out and try to sell us the Ponzi, right? Redress or anything like that. Like we haven't had a merch or metaverse or nothing. It's like, yo, what's up? We got some art for you. Do you like JPEGs? Let's buy it and sell it to the next bozo that likes JPEGs.
apex i mean no one's attempting anything and i think that that's an interesting part too because
and then you just promote degeneracy and the participants are all dj i mean what am i looking
forward to besides minting and flipping you're not building anything anyway you have no utility
and most of us been burned by those words so i don't know kind of a tough spot of it's either
new mechanics and you change and upgrade the game. You create an expansion pack. You go to Counter-Strike 2, right?
You go to Counter-Strike Code Zero.
Like there has to be an addition to in order for it to maintain engagement.
Or like in any game, you reach a plateau level of gaming, right?
And then it's that.
It's a plateau.
We're just like, we're like slowly moving to the curve of less and less things to actually dress
up and now you're basically getting low effort ideas because they know they can't put in utility
in anything because it's all been talked about before we had we had low utility art right we
had dog shit fiber art but at least they have like a fucking 10 page white paper with a bunch of dreams and hopes and things that made you feel good and breeding and babies
and cross genetics. And I'm like, Oh, cool. FI art is fiber, but I'll see if you can pull out
this $10 billion off idea. Now we don't even get shit. Now we get a little bit better art,
right? But now you have AI. And so that's a factor in this.
So everyone can just generate and just basically puppy mill fucking NFTs.
And then now there's no utility.
There's nothing.
It's just, yo, what's up?
This is the flavor of the week or of the day.
Do you want a slice or not?
Yeah, because if you want the 100x nowadays, you have to go in meme coins.
And then you go in meme coins and you get a wreck.
There are like the board apes the the stuff like that is like we're not getting that anymore and it's gonna be less and less way there's less and less return on investment and
like the people that are making the money are super narrow into what they're looking at like
it's also tough i mean imagine if cerebro was to be the next bored ape or the next major thing.
Like, for example, right? That's the last mint that was paid in, quote-unquote, expensive.
They got shit on by everyone in the third for charging money for a mint.
That, I mean, even if you were trying to be something big in a utility, the demographic around here is like,
Oh, bro, fuck this guy. We don't want it. You know, look, ha-ha, you're under mint.
And he's like, well, I mean, if you want something long term, right, it makes a difference.
Your connection issue.
Let's go to Allison and then Iceman.
Go ahead, Allison.
Well, about NFTs, like, there's been nothing so far this cycle that's, like, all that interesting.
I think Web3 Playboys could be the one.
And there's
a lot of hype building around it based on the team and um they're dynamic so you get like your base
nft that you meant but you can change things on it and those things that you can change uh the the different traits, those are also tradable. And you earn them by various achievements.
So if you sell your traits or NFTs too much within their ecosystem, then you get a trait
called wallet slut. There's just a whole bunch of different things going on here. I find it
very interesting. I found this yesterday when there were only 230 followers. Um, I was saving it for my live stream tomorrow, but I did already
mention it in the discord. So it's okay to mention on the space. Uh, I think everyone should try
to do what you can to get an allow this spot for this. It will be on, um, like I said. And, like, the team, Bort Elon is on here, EJR, Nix.eth, Josh Ong.
Then there's, like, some other people.
One person is the artist.
Okay, and I'm going to preface this with it is not the same artist from Art Gobblers, okay?
artist from art gobblers okay but the artist behind this collection is um like former animation uh
a lead animator on rick and morty so it is not it's not the same person so i know that left a
bad taste in a lot of people's mouths uh mine included from last cycle. So this isn't that same guide, but look into it. And there's like a
couple of things going on here. So there's this NFT collection, which I'm not sure how many there
are. It doesn't say the Web3 Playboys, but there's also like an alpha pass that's going around
for this community, particularly the alpha pass is not cheap it's half an eth but it gives you like
vip access to everything like apparently there's strong web 2 um connections here already that are
set in place so it just gives you access to everything that they do for the lifetime that
they exist now the lifetime that they exist i mean that could be three months we all know how it goes around here but it could also be like two years or three years who knows
you remember the dads nft fuck what were they called bro yeah i think they're just called like
crypto dads oh yes these remind me of those me too me too yeah those were really funny
i feel like crypto moms too like they came out with they did they didn't stop bro and then they made a lawnmower racing game or some shit like
see originality like bring that shit back bro they drug that until the wheels
fell off they bring did lawnmower racing they get beer like yo holy shit remember
that that's right when I got into the space to that was like right when board
apes dropped their first roadmap and crypto crypto dads i think we're at like 0.5 or 0.6
uh ethereum which was a lot of money at the time i've seen a lot of just people i remember like a
baseball player he changed his profile picture too that's when we actually had like people in
the space actually gave a fuck about nfts and it was like digital identity but crypto dads were
probably one of the very first nfts i looked at back when I first got into NFTs back in like 2021
of September so definitely those were the good old days Iceman you've been patiently waiting
brother I want to throw it to you how we doing I'm doing good man TDA stay poor no I'm just
out doing some errands and stuff uh shout out to Allison for the bread alpha there. Definitely check that out when I
get home. Just
real quick, if you've
been paying attention to the Somnia stuff, they
dropped their tokenomics. Also
this is their last week
to register for their airdrop
if you identified yourself
with the Athena
and you will have to take a
flight to your favorite vacation
spot to go ahead and register for that Somnia airdrop that's coming they
listed it on finance as future trades I think it was trading at a dollar 50
yesterday free market or futures I guess so it's a it's on mexi I'm trying to
think of the real quick stuff I don't have all of
it here in front of me but uh it definitely keep a lookout for that make sure you're signed up so
you can get get that they're dropping 20 percent of your allocation to you right at TGE and the
rest of your allocation will be through Somnia Quest uh that they plan on doing over the span I believe
it's three months or six months to get your full allocation so definitely don't
sell your whole bag right away if you are getting some I think I can see some
of these tokens being used for these quests and stuff so just a heads up on
that and one more before I lose it in my bookmarks. This kind of just popped up towards the Mega ETH Mafia 2.0,
what we were kind of thinking.
This was shared by one of the followers.
It's kind of deep in Mega ETH, so it's just something to look at
that I haven't found yet but just started following.
What was that game that you mentioned that was
Onsomnia?
Diveriance?
Yeah, how's that doing?
A lot of people are going to talk about it recently
after you brought it up, so I wanted to
give a nice little
recycle that a little bit
and update us on it a little bit.
They're getting ready for their
upcoming mid-soon.
If you want to look at the Play Valorants, they're also doing ambassadors things again, too.
If you're a streamer, you can sign up, I believe, still for their streaming thing.
You can get 5% off your Mint or 5% allocation to what they're doing with their Kudo AI.
It's still real big. It's one of the top games in the
somnia that everyone's looking forward to so um definitely hype uh there's a couple of streamers
that i know that also got some golden tickets um they're super pumped on it too so keep an eye out
for that if you're into the anime rpg type type game, it would suck to have a gaming chain that doesn't have a game anybody's playing.
So I've seen that one as maybe possibly the leader.
So we'll keep updated on it.
If you got any more news, feel free to come up here whenever you want and share it, dude.
I definitely think if we're talking about Web3 Gaming, which hasn't got its due yet,
you would probably suspect something like Somnia to possibly catch some people off guard
and maybe have like a breakout game over there.
So kind of under the radar.
Now that people are talking about it, those are kind of the edges you need.
So I appreciate you bringing it up.
Go ahead, Allison.
I just want to say, I see Kerwin here and it reminded me.
Guys, be careful with your Twitter accounts because anyone can just decide they don't like you or they want to spam report your account or do whatever and then your account
gets taken down because while he was in mid hosting spaces today pingu's account got suspended
like he's got 33 000 followers like he's not a small account his space is very popular he runs
a space seven days a week um like he's a real person he's definitely authentic and they are sponsored
by toshibets like it's just if you know anyone on twitter um carl has tweeted like reach out
because they're trying to help him get his account back so if you know anyone that can help then just
shoot carl a dm or something but just be careful with your accounts i don't know what's going on
on this app but it's unfortunate that you can pay $50 a month,
or even if you're a project and you're paying the $1,000 a month,
any one of your team can get taken down,
and there's just no one to talk to, nothing you can do about it, no help.
And you're just at the mercy of someone in your network
having a connection inside of Twitter.
So, yeah, I just wanted to say that.
Did you not see Kanye West barely got his Instagram hacked and he dropped a fake meme
coin that wasn't apparently his? Like, yeah. It's crazy how that happened. I can't believe
that now they're running with that. It was fake. Okay. That's ultimately what the Sahil
playbook is, all right? Like, we'll hack your account.
We'll launch a meme coin on your name.
And then you can basically say that you got hacked and you can wash your hands of it.
That's what Hulk Hogan did.
That's what everybody used to do.
It's like, oh, I didn't know it was a thing.
I got hacked.
And then you kind of like take the money. They take the money and then you kind of wash the money into your bank account.
And then you basically wipe your hands clean because now you have no
responsibility of it because your account was hacked.
So apparently the guy tells you that like in the Sahil snapshots,
he literally breaks that down.
Like in the messages that he sends to celebrities,
he says,
feel free to delete it after like a day or 24 hours or something,
you know,
and then you can just say you got hacked and you're sorry i mean that's not the only sahil thing like i think everyone's forgetting about what went down
over the weekend on zora which is a really bad look for the zora team and jesse pollock um i'll
post that up too that's just funny as hell bro i mean it is crazy Like, they didn't know who Sahil was, apparently.
No, they did.
Now they realize he's not a good person.
It's just, like, outrageous.
And so there was...
Chief, you're pinning that up?
Yeah, it's pinned up to the top.
They flat out said that they believe that everyone is worth the benefit of the doubt
and that anyone can change.
And so they were willing to entertain a coin launch through him because maybe
this time it was different on Zora because it was Zora.
It was different.
And then they took the coin down.
And so all the people that were holding it could do nothing about it.
Like they couldn't sell,
they could do nothing.
Just terrible decisions on their end.
And yeah,
it's really outrageous.
But Sahil strikes again across another blockchain
he loves it he's an opportunist bro he doesn't give a fuck he sees volume and he's like let's
launch coins and apparently uh hayden was able to snipe 12 million dollars of this yeezy token
how ironic that his funds get released on the same day and he's been able to snipe the yeezy token
and then it's a rug just
like enron just like all the other fucking tokens that he launched so ggs to anybody that made money
on that uh it's just uh it's sad that yeezy got taken advantage and now that he can basically just
rug he must really need money if he needed to do this and i mean he doesn't i think that i don't
think he needs money right i think that it's someone that saw the easy crypto shit on his page and they front ran that
um and then they they launched it all before him and i mean his account has been
compromised for a long time anyway so i think that that's one of those things you got to keep
in mind um i'm gonna post a couple things up to the the top as we start to kind of close out.
So first and foremost, a couple of drops I'm looking forward to today.
We have the nap koalas, right?
Keep your eyes out open for that.
Next, Chain Virus dropping a new piece called Chain Wells or Crash Wells.
I'm sorry.
333, all unique 101.
He's a gen artist from the bitcoin side from the
east side of things just all over multi-discipline artists uh we've supported almost every single
drop that he's had we don't have whitelist yet so we're all still in the works of trying to get it
easiest way is notifications on he drops a form and just kind of be ready to fill that out the
form he dropped earlier today went
damn near fucking instantly i think it was one second or two seconds and shit uh and so if you
didn't get in you were cooked right so throw notifications on for that if you are interested
um that way you guys can participate small collection next shifting over to the bitcoin
side of things uh different spark ecosystem tokens are going to start utilizing those Joy airdrops that we received.
will be roughly 315 LRC 20 per unity.
The joy snapshot is yet to be taken.
So they will let you know when that happens.
So you still have time to buy some if you'd like to participate.
Also, we had T-Clo cook something up with his pandas, right?
And so now this is just innovation on the Alkine side of things,
just adding for things to
do but introducing ocbtw the first panda backed asset and the first of its kind a two-way nft swap
so they just deployed a smart contract on bitcoin that allows you to mint ocbt, a limited edition generative art collection by T-Clo, simply by swapping one of
your pandas. OCBTW has a supply of 200 unique, and it's inspired by Oil Wallet's signature hexagon
logo that defines all Alkine assets. OCBTW can only be minted by swapping a panda using the
smart contract. After 200 swaps have been completed
on a first come first serve basis the mint will conclude um ocd is then backed entirely by pandas
meaning each piece will never be worth less than a panda this is the first time in bitcoin uh nft
is minted with another nft all the information is pinned up top for anyone that does want to participate uh or that had already participated in this i think this is almost over or if
it is over at end of this morning so putting this on your radar for when it hits secondary
if you'd like to scoop one up as i did think it was pretty innovative and dope and then lastly
um lighter points bro should have bought them bitches at seven dollars uh now yesterday the
first official sale on secondary uh ten dollars a point and people are still thinking that it is
relatively cheap uh in terms of final uh full fdv once it goes live so we'll see how it plays out
where are you how's your trading experience with Rhythm?
I saw that you're kind of on there a little bit.
Do you recommend that for people to get in if they want to get in the meme coins?
I'm not recommending people get in the meme coins, but do you like it as a UI user interface?
Yeah, it's a little different.
It's more, I guess you'd say, normal people friendly, just with simple stuff.
Instead of you following walletsets they add a bunch of different
metrics that you can utilize to try to follow into or use right and i think that that's the primary
thing uh most of the time people don't have a list of wallets to start off with right their journey
they build it they you know get some from homies and stuff like that and ultimately it's perceived
that having that list is what makes you
the better trader or not, right? Knowing when someone is going in or when they're not. And I
think that that's the difference here. So, um, when it comes down to like rhythm, right? You have
different metrics, different guidelines that have like tabs that, Hey, this survived 24 hours or,
Hey, this, uh, survived the first dip and it's on its first wave up
Right so small little things like that that could potentially for you to use as metrics when making a trade rather than just following other people
blindly because
XYZ aped it, you know
It gives you a little confluence, right? So that's good to have always.
It looks like Travis Kelsey and Taylor Swift are engaged.
Look at that ring.
You'll probably see a meme coin pop out of the trenches today called like
Travis Swift or some shit.
I don't know if I can know, but hey, football season's right around the corner.
You're probably going to see Taylor Swift all over the NFL football
saying now that she's engaged in my boy Travis Kelsey.
But appreciate you guys stopping by the daily offer.
We hosted Tuesday through Saturday from 11 to 12.
We're here for chief.
End it.
You guys have a great day.
Appreciate everybody that came out,
everybody that came up on stage contributed.
We do this Tuesday through Saturday,
11 till about 12,
1230 central after the show is over, there's a thread that goes out.
It covers everything that we talked about on the show.
You can use it as a resource.
Likes, interactions on that help us grow the TDA, get more opportunities for the TDA,
and also continue showing up.
So we really appreciate the engagement on that.
Stage is always open, right?
We don't know everything.
We're trying to teach, but
also trying to learn. So if there's a section of the market that you're more comfortable in or that
you enjoy, please come educate us, right? Raise your hand. We'll bring you up and we'll get the
ball rolling. So catch you guys tomorrow. It's TDA or stay safe. TDA or stay poor. I'm sorry.
You guys stay safe and we'll catch you in the foundry. Y'all be safe, guys. Have a good rest of your day. Thank you.
