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THE DAILY ALPHA♻️
Recorded: May 8, 2025 Duration: 1:50:30Space Recording
Short Summary
In a dynamic crypto landscape, significant partnerships and project launches are reshaping the industry. Notable developments include a trade deal between the U.S. and the UK, Coinbase's acquisition of Deribit, and Robinhood's blockchain platform for stock trading. Additionally, innovations in UTXO management and the rise of AI-driven gaming highlight emerging trends in the sector.
Full Transcription
Thank you. There we go.
There we go.
There we go.
Appreciate you all for stopping by the daily.
You guys know the deal.
Tuesday through Saturday, 10, 15 to 12.
Up top is Allison's
thread from yesterday. She's messing around
how it works, how it looks. If you guys can give her
some engagement on that. We appreciate
that. Antonio also doing our clips.
Just breaking down things
we're talking about on the show. Audio-wise,
also pinned up top.
Give that a like or retweet. Give him a
follow. Both of these people are
doing it because they love the TDA.
And we truly appreciate them.
We would love for you to appreciate them as much as we do.
So please engage with those people.
Also, the topics up top of everything we're going to talk about.
Maybe talk about that stuff.
Maybe not.
Depends how the conversation goes.
Of course, we love you on stage.
If you guys are looking for a spot to hang out, bring some volume, give your opinion,
feel free to request up.
Are you running?
Excuse me?
Are you running?
I'm walking.
Oh, you sound like out of breath.
So I was just wondering if you were jogging or something.
Nope.
But I appreciate everybody.
The topics are up top.
And of course, we had a big day.
Just macro news is just out of this world obviously I think a lot of people were waiting for Jerome Powell to speak yesterday to unload
on everything they want to talk about and that's kind of how this space works when we go down and
everybody's capitulated everybody sits on their hands and everybody leaves the space and then when
we're bullish again everybody starts posting and coming back to the space
and there's announcements berserk.
And that's what we had yesterday night and this morning.
There's just so much macro.
Obviously, I guess we'll just get out Jerome Powell.
No cuts, basically doesn't know
how the market's going to react
to the tariffs and the trades.
So he's just going to sit on his hands
and wait for that stuff to pan out.
And I think the next one is in June.
And then July's FOMC is like late, late July.
And these delays on these tariff deals are around July 8th.
So I think that probably will give them
probably a month and a half,
probably figure out the data.
And I do think that we'll probably get
our first rate cut sometime in July. So I don't think there'll be one in June. He says there's no rush. That makes
me think that that's going to be, uh, that kind of is going to be, uh, delayed for a few months.
And then obviously we had the, uh, news break last night of an earth shattering trade deal.
Um, a lot of people are speculating, oh could be with india um and then it turned out it
was with the uk which i don't think is a nothing burger to be completely honest i mean as the
united states as a consumer nation and doesn't really produce a lot of goods uh the uk what do
we buy from the uk really fucking nothing what maybe a car i don't think they really have anything
then a trade deal tea like that you know i mean i'm not trying to be an asshole but like yeah shit like that you
know like spices teas uh dry goods mainly those yeah it was i mean to get into the details
i'll pin up some things that i found on a website i'll put in the comments for you guys just kind
of seeing like how big of a nothing burger having a trade deal with the UK actually is.
It's nothing, guys.
It's like we don't do much with the UK.
Yes, it's great to have things going on and deals having coming together.
This is just one.
But this isn't what anybody thought would be it.
A lot of people are speculating India.
Just pin it up.
I'll pin it up top for you guys to look at this i mean china uh u.s imports 401 billion u.s exports 131 billion trade deficit
127 120 270 billion we have a trade deficit. Now you scroll down this motherfucker at the very end.
U.S. imports from 2024 to the U.K., 62 billion.
U.S. exports of 2024, 72 billion.
U.S. trade deficit, we're in positive 10 billion.
So this really doesn't move it once you start getting into the details.
That's really fucking great that that happened.
But we would, I think, an India trade agreement or a China trade agreement, which actually Scott Besson is going to be trying to do this weekend.
I think if that news comes out, I think that will probably pump us a lot more.
I think what's going to happen here is we're going to fail to break 100.
OK, people are going to start getting into the details and start listening to other people say this is a nothing burger.
Probably people are short and right here at this 100k resistance psychological level it will probably go back to like 96 97k in my
opinion because this really isn't anything of a trade deal at all i think the real ones are the
ones i mean look at the chart here i just pinned up like what are the top countries that we have
china mexico vietnam and ireland i think india's right underneath ireland so any
trade deals with those people would be significant and actually move the bar uh for the stock market
and just people that actually digest what do we get from ireland like that that's crazy i mean i
don't know bro maybe fucking alcohol they're in the yeah they're top i mean i'll look it up right
now but yeah top four that's pretty impressive like i mean i didn't think that you know they're a big exporting com uh country like that and bitcoin just broke uh tapped 100.
yeah we just we just hit that 100k so i think it's just you know trump's up there talking about
it but i think when people start getting into the details of this i think they're going to start
realizing this is a nothing burger but maybe this isn't all that's actually pumping the market i mean there's a lot of things a lot of macro stuff that's happening like uh
missouri uh the state that i fucking live in just uh just removed fucking capital gains tax on pretty
much everything so like so i'm saying like today's that though do they have jurisdiction i guess you
could do it you could do it federal i mean not feder I guess you could do it. You could do it federal. I mean, not federally, but you could do it statewide.
So I guess, yeah, state. Yeah, because you're right, because that's how people come to Texas and shit for state taxes and whatnot.
Yeah. So Missouri is set to become the first U.S. state to exempt capital gains taxes on stocks, crypto and real estate.
So first state, you guys can move here if you want Low real estate prices like if you live in California and you but and you you're trying to purchase a 250k house
You're probably living in a shack and maybe a studio apartment
but here man, you get four bedrooms three baths bro like I
mean
Pulled up what the what Ireland we get shit that you wouldn't even suspect a lot of medical supplies
And uh, just stuff like that, right pharmaceuticals organic chemicals medical instruments
Uh, so I mean just shit you wouldn't suspect. I mean, I never thought that that's what that was coming all in from ireland, you know, but
Yeah, yeah, yeah, I mean
I think that would be big one.'m just looking at that chart it's like wow
like these are like i think if i said that we came to an agreement this morning to ireland
i think you guys would be like oh that's fucking stupid but then you look at the numbers like damn
we actually have a pretty big trade deficit with ireland so actually finding what these numbers
actually are and actually understand them is going to give you guys a little rush uh and you know
like you're doing your own research instead of just listening to everybody what they're saying
obviously there's max copium or max hopium on the timeline you guys need to be looking into these
numbers and coming to your own conclusion stop listening to all these people bullposting all
the fucking time this trade deal with the uk is a nothing burger and like i'm not saying that's how
most of this stuff is right if you look into it you you
kind of just see that it's not as bad or it's being blown out of proportion by people that
maybe aren't trying to do so but just aren't as versed you know in the subject so it seems like
it's way worse than it actually is and maybe it's just they couldn't articulate it correctly
yeah yeah yeah and then this was a big fudge storm back in during the bull market. Tesla basically saying they're not accepting Bitcoin payments anymore until Bitcoin becomes 50% sustainable. Well, Tesla resumes Bitcoin payments by the end of next month, sources say. And I mean, just sources say this crypto beast guy was the guy that broke the phantom news. He has over 500k followers. You could take this with a grain of salt. Trust me, bro.
But if that is promoted by Tesla, you would expect that to be bullish.
Because that sent us into that little micro bull back in last 2021, 2022, when Elon had a board meeting and basically said that they were not accepting Bitcoin anymore.
And that kind of started the bull market whenever they announced that in February of that year.
And we kind of went down until he had a meeting
with Cathie Wood in July and then kind of recovered.
And then we hit a top around September
and we went to 69,420.
So then kind of resuming Bitcoin payments
suggest that Bitcoin mining is now at least 50% sustainable
with renewable energy.
And I think that could be something that's possibly propping up the Bitcoin price today.
So I thought that was interesting.
That's the progression, right?
When you start going into renewable and just geo energy,
whether that be solar, wind, water, volcanic and all that shit.
I mean, you cut down the actual cost of producing each coin
uh like significantly and then your margins improve so i did pin up something to the top
as you're breaking this down though talking about bitcoin it's uh just farmer joe's take on this too
which is an interesting approach of we're starting to see and we talk about this all the time right
more and more of these states starting to bid and trying to set up strategic Bitcoin reserves. We have nation states doing the same thing and everybody trying
to emulate what micro strategies did, right? And so this is kind of Farmer Joe's take. I read it.
It was, I think it was actually a really good one. And it's one that we have to at least keep in our
minds as a potential for what's to come. We always talk about how the price of Bitcoin will
be, in a sense, find a floor slash a ceiling in terms of volatility due to the amount of
industrial money coming in, right? The only anomalies there are this idea that if it is a
monopoly, we hit those ceiling and those, the floor, right? But if it doesn't, if it becomes fragmented liquidity, which is seeming
to become or will become even more so, we're kind of going down a path, right? So many micro
strategies are popping up, publicly traded companies with little to no revenue, mimicking
sailors playbook. They try to raise capital to buy Bitcoin and trade it at a premium and keep the reflexivity loop alive.
But here's the difference.
Saylor was disciplined long-term accumulator with real cash flows and convertible debt, a.k.a. no liquidation risk.
These new players are financial engineers with no operating business, and their play is simple.
engineers with no operating business and their play is simple wick up btc means that it would
spike up their share prices therefore they could then raise again because they have a higher
evaluation and higher shares and then continue this cycle uh on repeat right this creates constant
buy pressure on bitcoin but it is fragile soon the streets will be flooded with imitators
on Bitcoin, but it is fragile. Soon the streets will be flooded with imitators. Arbiters, public
market promoters, and even debt-hungry teams will chase the same trade, but greed will break the
loop. They won't use convertible bonds. They'll raise with structured debt or covenants or
collateralized loans, all exposed to the underlying liquidation risk. They'll build on little to no revenue with high burn foundations
relying entirely on the reflexive premium.
It'll work all until it doesn't.
The reflexive pressure on Bitcoin will be powerful in the short term,
but the unwind begins, the sell pressure will be just as fast.
Liquidations will hit harder than ever.
I'm not saying that we're anywhere near this but
trad fi participants typically ruin everything and we've seen it with ftx block fi and i suspect a
retail driven euphoria may cause it with bitcoin till then higher way higher euphoria ahead bitcoin
is set to be the prime asset i mean i thought that this was just an interesting take on what happens with that, right?
I mean, we talk about that all the time.
It's the egg farmer increasing the price of eggs because he's the one that's always buying
all the supply.
And then when he's like, all right, cool, I'm not buying this time, charge more.
There's no one else, right?
They come back and they're like, well, sir, you're the only one buying the eggs and that's what's called keeping the economy and slash the flywheel up so
if you stop buying eggs then no one else is going to buy eggs and the price is not going to stay
afloat right so yeah this is an interesting scenario when you say the word flywheel that
is just another word for ponzi scheme so So I know it's a safer way.
It's like instead of using NFTs, you're using digital collectibles because the name became
scammy.
But flywheel is the synthesis of a Ponzi scheme.
And you're adding loans and extra leverage.
Obviously, there's going to be an unwind on that.
And we see that over and over.
And I think where Farmer Joe got this was MicroStrategy CEO predicts there will be 700 Bitcoin treasury
companies next year. So that's kind of what he's mentioned is like, Saylor is saying there's going
to be 700 of these things and they're all going to do the same thing they did. And there's going
to be a massive unwind eventually because this is all leveraged. And like you said, a flywheel.
And yeah, it's probably not great for the space. But everybody's saying like now with ETFs and stuff and BlackRock involved, we're not going to get it 80 to 90 percent drawdown.
Well, if we have 700 companies do this and they all get liquidated, I could see that being a massive spiral down.
Well, I mean, like, dude, what more could you want?
Besides, let's just say we get four years, a whole cycle of decent or three or something.
Say we get four years, a whole cycle of decent or three or something.
And I mean, if you want to clear the board, you just got to go under a specific threshold,
which is the liquidation of all these guys' loans, right?
Ideally, all these are being created at the same time, which is horrible.
That means that most average buy price is the same.
That's, I think, one of the key takeaways, too, about Farmer Joe's post is that
Saylor has been doing this over a period of, let's just say, anywhere from five to 10 years,
right? Not accounting personal Bitcoin accumulation at lower lows, which he can offset with company
shares and equity, right? If you're just starting this and everyone else is just starting around the
same time as you, I mean, you're more or less, everybody has the same entry to the same business plan, to the same Ponzi flywheel model.
I mean, basically, he's dollar cost average where his liquidation point is probably where nowhere Bitcoin will ever go.
I think it's like $48,000. Yeah. And then on top of that, his loans just start
being needed to be paid back at that point, but he doesn't have to actually use the Bitcoin to do so.
He can use equity. And then if it maintains for, let's just say, an extended period of time,
and then the equity dries up and then you go into Bitcoin. So even his unravel will still be
long because he did it in a correct way. But yeah, I mean, if you think about like this,
all these companies like my like Saylor saying, starting this strategic reserve around the same
entry point, then I mean, if you're a market maker, oh, bro, you know that 60K is good.
You hit 60K, you're about a clear shop of everyone on the board besides two or three big players, you know, or something like that.
Yeah.
Yeah.
It's not great, but it's good for the short term.
But this is, no, these kind of things could, you know, everybody's saying that ETFs are here, BlackRock's here.
We're not going to get the same kind of downturn of these 60% to 80% drops.
But this kind of stuff right here would possibly give us those 60 to 80% drops. Maybe temporarily.
Maybe it's a short wick.
But that's the kind of stuff that you could see in unspiral and unwinding.
And people getting really scared when everybody's getting liquidated of their assets.
So, am I high as fuck, Chief?
Arizona just became the second state to pass a Bitcoin strategic reserve.
Did we just not talk about it Tuesday where the governor vetoed this shit?
Am I high as fuck?
Unless they went back and then they just passed what the fuck like did they did she just say like
oh it said she signed the bill that's literally in the the headline so i'm thinking trump got
in her ear and say don't may 7th it was yesterday yeah so if you actually go down you can see the
official uh bit like the the post or whatever um and it says yeah may 7th
arizona made history moments ago governor katie hobbs signed into law by channeling profits from
the state's unclaimed property program into bitcoin so basically if you're selling drugs
out in arizona or doing something illegal and they seize that shit. It's no longer going to, I guess, a police kind of pension or funds, but they'll be able
to actually use it in a forward thinking, budget neutral way to future proof their treasury
with Bitcoin.
So you think she got a call from like Trump and saying, hey, don't announce this until
after Jerome Powell speaks, like veto it.
And then you could like, I don't announce this until after jerome powell speaks like veto it and then you could pat like like i don't know i think they explained to her in the reality of it that it was
the other way around right that bitcoin doesn't need her they could give a fuck less like bitcoin
as a whole let's just say blockchain doesn't the needle doesn't move because arizona sign
right nothing else happens it's one of those things that look in reality it's if you want
to get ahead of the curve to leverage x technology, then you're doing yourself a favor, not the other way
around, you know, and then also seeing all these states around her with some type of conversation
or case study. I'm pretty sure if you're the one lobbying, you'd be like, well, I mean, Texas is
doing it right. Oklahoma's passed it. You have other states that are, let's just say, two to three times your size in terms of even pension size and TVL for the state
that are considering this. So yeah, you may have the best returns right now,
but in reality, you don't have the best size. So someone with size comes in and changes the plan.
So I think it was just one of those of they showed her, because you don't get to being the
number one retirement fund by not being intentional either right so i'm pretty sure that's something that
they they take pride on and you could definitely leverage that as a selling point for that
yeah i was like dude i just talked about this on tuesday and she was vetoing this shit and then
they pass it i'm like am i fucking smoking weed again bro like i just don't understand that i
forget what actually happened so yeah that, that's good to break down.
Oregon signs an SB167 into law clarifying digital asset rules
and legally recognizing crypto as collateral.
Market, this is Kalish.
We're talking about Fed cuts.
Market is continuing to price in a total of three interest rate cuts in 2025.
After the Fed decision, rate cuts expectation have fallen by 25 basis points since their
April high.
Trump continues to call immediate rate cuts.
Like I said, I think July will get our first one.
And then the Bank of England expected to cut interest rates by 25 basis points to 4.25
today, which will benefit the fourth reduction aimed at growing concerns about slow growth
caused by the Trump tariffs. today, which will benefit the fourth reduction aimed at growing concerns about slow growth caused
by the Trump tariffs. So that's a little bit of kind of the macro. I did see something that has
Stripe news too. I don't know if you were going to get to that too, but I was going to talk about
the Coinbase one. Also the Coinbase, basically acquiring Darabit for what was it like $2.5
billion. And from my understanding, I'm not like someone that
knows everything in this space, but Deribit is like, I guess, Saudi Arabia, or maybe it's big
in Dubai. And I guess that Coinbase is now trying, this sees that Dubai is like going to be
attempting to be the crypto capital world, and they want to get some kind of stronghold on the
exchanges over there. And Coinbase basically acquired Deribit for $2.5 billion, which I think is one of the biggest
acquisitions in crypto history. So that's going on. And then obviously, you guys all heard Robinhood
is possibly going to be launching its own blockchain, some suggesting that it's going
to be on Solana or Arbitrum.
But this guy basically has been talking about this.
He says, do you guys remember all my posts about Ondo and Robinhood connections?
Well, guess what?
Robinhood confirmed that they're developing a blockchain to allow retail investors in Europe to trade US stocks and considering Solana and Arbitrum.
Ondo just partnered with Solana and has a partnership with Arbitrum.
The official Ondo X Robinhood blockchain is coming. They announced it officially. Ando is
going to go well above all-time highs. I didn't even know there was a connection there. But I
also know that BlackRock is going to be at the crypto summit next week. And you guys all know
BlackRock is big in the Ando. And so know position yourself in some ondo bags uh especially rwa
narrative taking off this cycle could be a big especially with a maybe a partnership with ondo
and robin hood so you know stock trading like come on like this is what in this what we've been
talking about being able to trade stocks crypto stocks i mean that's the i guess the easiest way
of real world assets or i mean we always consider attaching to physical goods. But in
reality, anything that crosses over that realm of Web 2 to Web 3 or Web 3 to Web 2 is a real world
asset. Right. And I mean, it might even be what we consider a digital version of a real world asset,
which, you know, you can access stocks going through brokers and just fidelities etc so
i did pin up something to the top about stripe as well i think this is major um so stripe introduces a stable coin financial account so basically you can hold a stable coin balance and send and receive
funds in fiat utilizing crypto rails. It is accessible from 101 different countries.
So in a sense, kind of like creating a bank utilizing your USCC or some type of stable
and then Stripe can process it with ACH credit card payment on the front end, right?
So I think that that's a big deal, right?
Stripe is integrated
into most of the Shopify stores as well. So you're starting to open up this door and kind of being
able to pay in everything or utilize crypto to at least pay an off ramp. And so I did, if we thought
we could get away or around kind of this whole idea of taxes and shit before, I mean, I'm seeing
more and more versions or apps or protocols, right?
For people to kind of offboard their money,
which makes me think that the counter
of some type of structure is definitely coming too, right?
I mean, before you'd get people caught up
because they were moving a mountain of bread,
going off, you know, using the, what was it?
The gift card method, bit refill, Rakuten, etc.
Right now, it's this perception of you don't even need to do all of that.
Use this card, deposit some USDC and stay off of the map.
To a certain extent, that does work.
But we also told you that those are a new category of business called the platinum business.
It functions as if the employer is allowing you
access to a set account, but if for some reason the employer decides to turn off access,
you are fucked. There is no SEC, there is no FDIC backed or any of this shit, so
just be careful if you're utilizing these off- ramps that are not to say non-traditional
but just new um and then just in that sense also be careful with your kyc in the process so
go ahead my notes what up mine what's up brother thanks for coming up how are you brother
hey what's up tda fam i'm good thank you um i just wanted to quickly comment on the robin
hood thing it's a bit confusing because the post mentions developing a blockchain.
I think what he meant to say was developing a blockchain platform or a blockchain based platform,
some sort of like web protocol that maybe tokenizes something in the back.
Just my sort of autism kicking in.
There's a difference between tokens on a blockchain, a blockchain and a
blockchain-based platform.
Can you articulate what the difference are,
Mindless, just for people that are listening?
Sure. I mean, a blockchain is a layer
one, ideally. So that's a Solana,
an Ethereum, a BTC.
Something built
on a blockchain, most likely some
sort of SPL tokens. That's a
very big difference. And in this case, this might be some sort of a trading platform.
So maybe a derivatives platform, something like FTX.
For those that didn't remember, they also had a couple of stocks
and equities that were tokenized on blockchains,
and you could trade them on their interface.
If I'm not mistaken, Robinhood is in the business of offering
trading services and speculative financial services for retail traders.
So they're probably going to do something very similar where you tokenize stocks and stuff.
Will be interesting to see.
But I think they're just looking for value capture.
So I don't think it's too bullish for Solana or Ethereum in that sense, because they're just looking to capture all of the sort of revenue and leakage in their own platform that's the business they're in yeah and i mean
when you go through and you can utilize on those portfolio to either back these assets or allow
them to be tradable i mean that's a nice rolodex to tap into right and a nice treasury to have
access to allow people to trade on and off with.
I mean,
does anybody ever use E-Toro?
I mean,
I have heard about it.
I just don't really know much,
but they're,
I mean,
we've seen Kraken talking about their IPO-ing.
E-Toro filed an IPO prospectus,
I guess it's called prospectus,
seeking to raise 500 million at a $4 billion valuation. It mentions crypto 630 times.
Crypto trading is 38% of the transaction revenue.
eToro held $113 million in digital assets, likely BTC, as the end of the year 2024.
Net income is $192 million.
So that's a 21XPE.
So it looks like a lot of these chains are going to the IPO route instead of actually
launching some digital it's a platform currency it's a platform it's a trading platform yeah it's
not a chain but uh that's the thing about it too i think that one of those things that IPOs for
these type of um trading platforms were rare back in the day like oh shit these guys managed to get
past all the uh SEC and I'll jump
through all the loops. You know, this is definitely going to be a banger. Nothing else will come out
soon. Well, now you don't have as many loops to jump through, right? You're having somewhat support
on and with on the federal level with governments, with some type of clarity.
And so I think it'll be less relevant and happen a lot more often.
The same way that we said that we had nation states bidding and buying Bitcoin, you're going
to have platforms like eToro, Kraken, etc. all start fighting for mindshare, similar to how
wallets do, right? Because in a sense, now it's just who can offer the simplest UI UX. And ideally,
because most of these liquidities and
the pool and all that, right, have omni chain and cross chain through Oracle systems. And so the
money itself, you'll be able to access easily, right? And now it's just going to be about who
has the best front end UI UX, and who's going to attract the normies. So I think maybe two to three
years ago, this would have been massive and definitely won like a guaranteed let's just say 100x or something like that but in my honest
opinion now with the the landscape of how crypto's been uh this will be one of many and we'll
probably have by the end of the year you know five or ten uh companies similar to a robin hood a
coinbase everyone trying to replicate some type of
trading or derivatives platform go ahead miners it's interesting yeah what else do you have
anything else on this mindless square brother yeah chief bro you nailed it that's definitely it it's
um now it's just a game of like front-end user interface existing audiences and how they can
offer them more products um we just need to be careful not to confuse this in some sort of like crypto
bro term.
Like you'll never be able to take these assets off the exchange.
Like they'll be kept on there permanently.
There's,
there's no way like a U S securities exchange is going to allow you to take
your tokenized Tesla shares into a wallet and give them to some dude
somewhere else.
It just,
that's just not how it's going to work.
Yeah.
Just worth clarifying that. Yeah. I was thinking like robin hood's going to launch a blockchain i was thinking like if
robin hood's launching a blockchain what's going to be the first nft on that blockchain i think it
was like going to be like a robin or a bird or some shit but uh i think you're making a good
point this isn't going to be a blockchain where people could just do anything they would it's
probably be very close and it's going to be like a derivatives or like an, you know,
they give you an IOU for this
and they're not gonna even let you
take it off the platform.
So that makes tons of sense.
You guys remember the last time
we were at 100K
and why we went fucking down?
It was when Bybit got fucking hacked
by fucking North Korea.
And I think North Korea
is becoming a pain in the ass
and actually is creating this space
of uncertainty.
And guess what? The biggest leaders in the world g7 leaders way discussing north korean crypto hacks in the june summit so
i think with all these motherfuckers blackrock and all these other motherfuckers getting involved
and seeing these guys it's like a thorn in the side always driving down the price when we get to
certain areas they're gonna probably make this a security threat and probably go to Gigi or whatever his fucking name is.
Whatever his name is.
Forget his name.
You or whatever his fucking name is.
And say, bro, if you do some crypto hacks one more time, bro.
You think he gives a fuck?
You think that man gives a fuck?
He's been hacking billions of dollars for the last 20 years
with no fucks given.
He could give a fuck.
I know no one's giving a fuck,
but I think that the people are going to start giving a fuck
and a bullet might be put in the back of this guy's head.
They've been trying and promising that for the last 25 years, bro,
at a global war scale, and they can't get close to this man.
You think he's scared of fucking a crypto nerd?
Bruh, he's got better nerds.
These aren't crypto nerds.
These are major players of the world.
My guy G7 is like Bilderberg's fucking BlackRock's fucking Fidelity's.
Bro, he would nuke them.
If you gave him the opportunity to nuke them, he would nuke them all.
Like, I don't think you understand how this man is seen in the world and does no fuck.
You think North Korea is a joke, bro?
What are you talking about?
Oh, okay.
These dudes are fucking jokes. Yeah. He's not even part of the world power structure bro? What are you talking about? Oh, okay. These dudes are fucking jokes.
Yeah.
He's not even part of the world power structure.
What are we even talking about?
Because no one wants to let him in, bro.
Only person that fucks with North Korea is Russia.
Bro, that's wild that you're saying this shit.
101.
101K.
What do you think the discussion at this G7 event is going to be?
I think it's about these hacks.
It is.
And they're going to look at us and say, alright, go get them.
Who's going to go? And everyone's going to
sit there with their hand in their dick
and hand like, yeah, you go. No, you go.
No, you go. Okay, yeah, you
go. Yeah.
I ran
Syria, North Korea. Yeah,
they're all friends. Also, dude, 101K
BTC. Nothing matters.
105K, Pete?
Where are we going?
$101 is what I see.
Where are we going?
Oh, we're going to $175K by tonight.
Really?
10 p.m.
By 10 p.m.
Go for $200K.
Don't stop a little shy, Pete.
Yeah, dude, $250K.
Fuck it.
Me could be like CZ and say we're going to $500K by the end of the cycle.
I guess the cycle lasts 10 years now at this point.
Go ahead, Mylas. My bad.
Yeah, just quickly on the North Korean thing.
I think most, I mean, this is my opinion.
I think secretly most crypto platforms actually love that guy
because he has to launder those funds somewhere.
And it ends up back into the ecosystem through the exchanges,
into the tethers, and then invested in US stocks,
real estate equities, and all invested in u.s stocks real estate
equities and all of that shit like come on they've got to get the money out of crypto out of north
korea it's got to go back somewhere where does it go yeah true i mean i did read a story last week
that they were allowed to create shell companies in like utah and like north koreans were basically
fucking like flooding these businesses and creating shell companies inside America.
Was that HSBC again?
Like they helped loan the narcotic money.
Yeah, yeah, yeah.
It's just fucking nuts that they got away with so much.
The North Korean spy pretending to be a Japanese crypto dev walked into a fake job interview, set up a security research. Yeah, for cracking.
for cracking that was like two weeks ago he did that and they found out but that's the thing about
That was like two weeks ago he did that.
And they found out.
But that's the thing about it.
it like everyone's hated and tried to do something their whole life and no one's been able to do it
and everyone's just like yeah okay cool you know like that's the reality of it it's the guy in the
room that you know you can't beat up but you don't you know you got to leave him in the room even
though no one likes him and you just pretend he's not there but you know he's there is that that's who he is little mighty mouse bro needs to fucking get stepped on bro like these
guys fucking have just do what they want because they've had no fucking anybody ever do anything
bro i mean they have their friends are scary friends bro they're you can't fight someone
that doesn't care about themselves x that's the worst thing they don't care about themselves
and that's the worst part espresso like the thing about north korea and why nobody wants to stop north korea is because bro
if you stop north korea guess what else you're stopping you're stopping russia you're stopping
syria you're stopping iran the and especially with the iran conversation the world is going
to fight tooth and nail before and people put their foot down when it comes to iran like no
nobody's stopping iran
from doing what iran needs to do and a lot of money is laundered through north korea from
basically all communist nations yeah across the world that's because they know no one's gonna
fuck with you everyone just sends them their bread and they're like yeah you realize that
and just send me some some take a cut and send me my my little bit after you know well, didn't Trump go across the line was the first president to ever do so?
Maybe there's like, Hey Trump, go fucking talk to this motherfucker.
But espresso little rocket man. Remember?
You know, you know,
like damn near the only reason why he did that was for the photo op, right?
It was, it was good photo. It was a good photo.
It was a good photo. Totally fair. Totally fair.
So yeah, maybe, maybe Trump's the one They're like hey let's get Trump to go do it
And then we can assassinate him in North Korea bro
So maybe this is a setup
Yo hackers I love y'all
I didn't say none of this
His name that's that guy
I know y'all are listening
Y'all got AI agents
Hackers not me
Don't find me bro, I'm in Missouri
We don't have crypto gains here anymore
It's dope, what up lord?
How we doing brother?
Bitcoin is up bro
Fuck all this dude
How's ordinals and runes doing bro?
Is it going up too?
Probably not
Eventually bro
You're gonna need to wait for the liquidity transfer
And all this shit to make sense
That's what I've heard
I've heard that story before
Yeah I've heard it before too But uh you know whatever later bitcoin dude thank god
but i also hold a ton of runes and a ton of ordinals lord so i need you to do i'm not the
guy bro imagine buying a pair of sneakers and wondering when your pair of sneakers is gonna
have resale value thank you thank you i'm calling everybody in these chats retarded right now that's
what i'm doing bitcoin's at 101k and everybody's complaining what's gonna happen do you think that the catalyst
is gonna be arch network or do you think that maybe it'll be slingshot or what about this other
thing do you think maybe that'll be it i wonder what's gonna happen everybody's bags are going up
and my bags aren't going up and what's going on right now everybody shut the fuck up and look at
the bitcoin shark do that and then don't worry
about your bags and if you're worried about your bags sell me your bags oh yeah i'm buying all
bitcoin puppets at 50 anybody want to sell me the bitcoin puppets and off you hit my line
yeah dude hit up pete hit up me i'll take your pubs pete'll take your fucking puppets
yep safe yep and during like the east cycle remember guys like nfts really popped off when eth went sideways for
a long period of time when east started doing banana fucking banana curves and going up that's
when all our fucking nfts dropped in value by bitcoin so it's like i don't know this kind of
we if we were gonna get these kind of uh bitcoin dominance to stop bro it's not it's literally
outperforming every and anything in alts and everyone that's been caught off
sides.
It's I think that soul outperformed.
If you would have just bought Bitcoin and held it, just dry ass held it, it would have
outperformed everything else.
And that's the underlying truth that I think that most of us on the risk curve know.
And that's what's holding a lot of people back is that if I just keep the bitty in
my wallet, the chances of me outperforming this asset or this leverage play, at least this cycle
have been proven to be higher and more successful than the other way around. Right. Most other
cycles, it's not that way. Most of the cycles, Bitcoin dominance reaches a specific point or
let's just say a top. If that chart keeps rising and the underlying price of the asset, aka Bitcoin, keeps going higher, then those two both can't be happening at the same time.
And if they are, then no one's going to be spending it because the underlying asset we're gambling with, so to speak, or investing with is more valuable than the investment.
speak or investing with is more valuable than the investment i just see like when when when
arthur hayes talks about hyper liquid and it banana curves all the assets under hyper liquid
like the hypers all go up in value but we have the same thing happen on bitcoin it's the complete
opposite and i just don't think it's about bitcoin dollars i just think people about
decentralization but we're not going to go in that you know i just think there's too much
cell pressure uh on these and that's why the new ecosystems have higher banana curves like suey or
hype or uh hyper liquid is because there's not millions of people and millions of dollars of
people underwater on these things and it actually gives it like less cell pressure and the things
can actually react to like news instead of people just selling into pumps all these tokens too like
that's what like when i said decentralization is that the majority of this besides bitcoin itself isn't
necessarily fully distributed or out there right you're still facing unlocks you're still facing
some type of rebase agent with token xyz or there's still dates that you got to be worried about
versus bitcoin it's you don't right there is no I mean it's more or less what's in
circulating is circulating what's locked up is locked up we have a rough idea of those two
amounts and that's it right versus the rest if there is some type of supply control you
not necessarily a low float but the float is ultimately different than something that's been
established for 10 plus years yeah I'm just trying to think of like we're always we're
always complaining is
like, there's nothing new to do. We need to redress the Ponzi, the magic trick isn't working anymore.
And we're just kind of bumping our heads into the same three ecosystems. We're looking at,
you know, we're looking at Bitcoin, lots of people underwater. We're looking at ETH,
there's no development. L2s don't do shit for NMTs or what we're talking about meme coins.
Then we look at Solana and we just hate the pvp nature and i was thinking maybe the newer ecosystems could actually convince people and there's less
people underwater to actually convince and dress the ponzi up and that's how i was kind of thinking
of what are the new ecosystems people are super excited about so they could suey i was thinking
possibly hyper liquid could be the major two chains where you can convince people that the
magic trick actually works over there and maybe but i mean new products
on all this shit's cooking though bro like jpegs are back i mean you had those grapes go from free
to over a hundred bucks a piece right same thing ape chain you had the paradox pfps on base
go for for 17 to 80 a piece cooking right so i mean you're having these non-stop cooks
they're just not to
the same i would say size or caliber or making waves on the timeline anymore but ideally i think
each chain is starting to have a little bit of revival i mean teddies once again still cooking
right over the week and over the month over the 30 day and so it's just shit like that like the
jpegs that recently came out on the newer chains
have been uh obviously doing better right and it is the chain and it's the distribution aspect
so yeah i'm just thinking like new stuff that happened on like solana and ethereum and bitcoin
like those things haven't actually been built on suey and hyperliquid so you can kind of convince
people like hey there's opportunity over here,
something new that, you know,
we've all seen it over and over
and it's been diluted to hell on all three of these chains.
If maybe we get out of this ecosystem
or this echo chamber of basically,
we're herded cows of our algorithm
of all the people we follow is Bitcoin, Ethereum, and Solana.
Maybe we start looking at different ecosystems
they're actually building.
Like I mentioned that Dex that was on Hyperliquid, KittenSwap.
It's the first DEX built on the EVM Hyperliquid.
And if you farm it and you use it as a DEX and swap, there's airdrop opportunity.
And I feel like we've had so many of those on other chains.
It's going to be really hard for people to fall for that on Solana again,
or Ethereum again, or these other chains.
So I'm trying to think of what are some other chains that we could go over to actually, you know, get some new opportunities that actually doesn't have like 16 DEXs and 16 launch pads and didn't have like 100,000 games.
Like brand new stuff that's not diluted yet because there's really no hype on those chains yet.
So that's what I was thinking last night of like what are some new ecosystems we could possibly look at that hasn't, you know, lots of thousands of people are underwater at.
But when you look at, is it worth the time, though?
Is the time worth the squeeze?
Because in reality, on Hyperliquid, the only thing that's outperforming everything else is Hypeios.
Right?
Hypeios.
And I mean, in a sense, because of the airdrops that they're receiving, that's the only top performing asset over there.
And then when you go into it. So that's the only top performing asset over there. And then when you
go into, so that's the idea too. It's like, yes, you'd want to venture out, but ideally if you're
not betting on the first or the flagship or whatever it may be, right? The ability to catch
betas on these smaller chains is now goes into that, right? It's opportunity cost. Do I bridge over? Do I go through?
Do I dabble?
And if I'm not going to bid, whatever is number one, or ideally, let's just say, quote unquote, maybe number two, is it worth it, right?
Because number two on hyperliquid isn't worth it.
Only number one is, right?
Those hyper tiny cats or whatever the fuck number two is hypers or whatever.
I mean, the discrepancy in the margins between floor prices like crazy right we're talking three to four grand so it's
that's another thing too it's are you late to the party which i think that a lot of people feel that
way right like hey i'm late to the party i'm not gonna go and if i'm not gonna spend the two three
eth on a hyper on a hype, then should I be over here?
Yeah, I think that's the risk, right?
Like if it was all everybody knew it was all thing,
there would be a flood of people over there. So like, I do think the time and the risk factor of,
am I going to get worth it is, you know,
kind of the bet that you're making expecting that there would be more people,
more people to talk about it. But I'm, I'm more,
how do you think I think between, I guess, mega,
let's just say mega ETH, Monad, all all these ones that are still I guess to come right kind of cooking in the background
Do you pick one of those that are now do you pick one that's out and just started like you said like suise say or
Barra which are mainnet, but are less than a year in do you pick one?
That's not you know what I'm saying? So like I don't know it just starts to get at least we have shit to do bro
I mean, I'm not complaining about that because at least we have places to go and
try out and shit to do better than no one and everything being boring but yeah i think that
that's the hardest part too is that do you go for that 10 it's out for six months let me fuck around
or do you go for that oh no this is brand new uh i'm gonna try it out i think suey is the play just because it's uniquely
different from everything else like it's not something that's evm it's its own code base and
so i do see a massive community you see pudgy penguins uh moving their data over the walrus
you see clay knows now launching over there i think looking at suey and trying to figure out
what the next thing's over there and there's already existing community and all that over
there i think that's kind of the bet that I'm going to start looking in more.
And now with like the integration into like Phantom Wallet,
it's super simple.
If there is any of attention over there,
it's super simple for retail to buy Sui on Coinbase,
put in their Phantom Wallet and start participating,
then figuring out how to bridge over to base
or how to bridge over here and this and that.
So that's just my bet.
I think it's probably Sui
and we just slowly starting to see it since we've been here
Big projects are recognizing big IPs are recognizing. I think there's gonna be a flood of attention on suey in the next
You know five to six months for the underlying use of its tech or for the does like that's I guess then we go into that question of yeah
They're moving and they're utilizing the tech because the tech is better
but tech doesn't equal number go up, nor direct value accrual for, let's just say, investor or user, right?
Tech is typically long-term growth and stability four to five years from now.
Yeah, yeah.
I mean, I just think that we can do stuff on SUI that has a community already established,
and it will seem new enough and unique enough that people will recognize it as an opportunity instead of thinking as like a
derivative just on another evm fucking layer too it's kind of what my bet is but i'm just trying
to spitball like what are the things that will possibly be new that gain of attention this cycle
and i think sui is like it's just a matter of time and it has all all the backing it has all
like it's not frictionless anymore or there's not a lot of time and it has all all the backing it has all like it's not frictionless
anymore or there's not a lot of friction involved now you can use it in phantom i'm gonna see in
that pop off uh with new opportunities and people kind of talking about it like oh i can't believe
that i used this protocol and got an airdrop and shit like that and uh i think was there an airdrop
this morning or something people were talking about on sui that i think drip sent me something on it uh recently it was like ikea dot
xyz they're doing an airdrop too um i think they're like a layer two or something on top of
fucking suit i didn't even know that it was due the fastest parallel mpc network launching on sui
a d wallet network they basically announced that they're doing some kind of airdrop soon they have
a woman in a fucking parachute so use for payment staking and governance initial supply is 10 billion ika community allocations
over 50 percent airdrop at tg is six percent yeah this is their like the the l2 that's been cooking
over there slash the build on to their l1 yeah so i'm thinking like maybe we need to start doing some more research into sui because
i don't know anybody that's ever used this or participated in this and it looks like they're
giving a lot of of their money uh to uh people that you know 50 of community allocations fucking
crazy so i was just like looking at that i'm like maybe we need to concentrate a little bit more
and i know like we you know kayler's's big over there. We have Klanosaurs that are now doing deep dives.
I do think we need to maybe focus
a little more in energy
on finding upcoming projects
and opportunities on Sui.
I do think it's something
that we've kind of passed over.
And I do think it's probably
going to be worth,
hopefully worth our time
to kind of focus on that
a little bit more.
So I'm going to try and do my best
to give you guys that information
going forward.
So, Lord, I know I've been interrupting you left and right i'd also want to throw down
the captain he came up too so lord go ahead bro bro i'm uh i'm bullish just fucking like where
your mind's at bro like you got to find little ponzus everywhere uh that's the goal for me and
then like bitcoin and runes be honest it's fuck any fungibles or anything going on in bdc eco
i am fucking waiting i don't care i'm not even a rush, bro. I think there's like a lot of stuff coming that could be catalysts and I'm
not trying to pick out which one will be what. I just know it's in the worst fucking state possible
right now that it ever will be. And it's relatively new, like, you know, relatively speaking,
and there's like no fucking liquidity. So it just feels like there's a bottom, but I'm excited for
Monad personally, just because I'm like, actually, uh, you know, a fucking seals have been building for a long
fucking time and they're going to Monad.
So I'm like, I think that that game and what they're building and their Ponzi is going
to be dope.
And there'll also be new ones, right?
Like an other shit going on in Monad.
Like I'm kind of thinking the same way over there where I'm like, okay, how do you get
into these new opportunities there?
Whenever fucking main net and yeah, it's a shiny new new thing so I think there'll be a lot of opportunity there
also like Kaido has been one of the fucking best decisions I've made just like fucking around and
yapping even if I'm not fucking talking about Kaido still getting points and then getting these
weird airdrops like they have like a just for me thing and their first project and just for me is like newton it's some ai thing
like the prompt one was the last one that i really cooked on um and that was nice bro like i'm not
gonna lie it was like everybody's laughing about the chart and then it fucking pumped like crazy
the next day and then yeah everybody was like yapping actually got a decent fucking drop so
i'm doing like that shit trying to get on uh whatever kaido stuff like i'm approved for and
then yeah new fucking chains bro that type of shit and yeah to be honest like bitcoin ecosystem
i don't really care i think there's dope people building there like matt from arch network and
like everything that they're doing or arc whatever bro i fucking have every time uh the point being
is that there are builders over there and there is some like dope shit going on and if i want to
offload some pups whenever it happens or some other things whenever it happens there's uh like radfi
uh that has like some tv there's like a lot of different things going on that you can kind of
like utilize to do that and maybe even make some fees and shit so i think it's quiet over there
which is a good time to learn what these people are building right because when it comes out
um i want to be on those platforms like utilizing it
when there is volume um but i agree with you where it's like what the fuck is uh going on that's
shiny and new uh i think a lot of people are scared to do that and they're just trapped in
their own little bubbles but that's retarded like omni chain everything i don't care if it's shiny
and new and it can make some money um i'm down to look into it like these apps thing people were
telling me i was cringe and then fucking prompt was absolutely mooning.
I'm like, okay, well, I'll cringe post, bro, if it means money for me.
So I don't really give a fuck what you think.
But yeah, that's where I'm at.
Sui looks good, though.
I haven't looked too much into it.
I've looked into it a bit.
And like, they've got some cool shit going on.
And like Nintendo, right?
Like fucking Pokemon Go is like using them, right?
For their fucking badges or some shit.
So I don't know.
I think that's probably a good sign yeah and i saw i saw that you pinned up that claytosaurus
thing chief and i just went i'm gonna throw down the captain but uh kyle chassie says big moves
alert suey just leveled up their snag parcel our parasol the powerhouse bringing top tier
gaming ips like pokemon uh 3.3 billion gamers, one blockchain, one game on. And it's basically the
founder saying there's more, there's more millions and millions of more users that are coming,
and like they're basically have lined up a bunch of partnerships with high quality IPs coming to
the chain. So I do think the attention will flow there. And it's very simple. Like back in the day,
we all we needed, we didn't know what wallet to use. Now Phantom has it integrated. So if the
attention does flow there, I think it's simple enough for people to swap their soul and suey and phantom and then go
over there and participate so i'm going to definitely start looking into that captain
brother my bad dude my bad dude what's up man sorry for taking so long to get to you no all
good i've just been uh working away and i've been on and off call so this is actually working out
perfectly uh i just had one quick thing.
DraftKings NFTs. I don't know if anyone participated in that a couple of years ago,
but there was just a class action lawsuit settled with them for $10 million.
And yeah, so check your emails, check your mailbox, see if you got anything for there.
I'm hoping that we can get a large payoff from large payout from it you know usually you don't get much you get like 16 cents or something but
i don't believe too many people signed up for draft kings nfts much less will go through this
uh claim form so i don't know i think it's it's worth to take the two minutes to fill it out. I didn't have, you need like a
pin code, a unique ID that they'll send to you that kind of verifies that you're eligible for
this. I can post the links to it, but just kind of follow the instructions. I couldn't find mine.
You can just email the address to it. Literally within like 30 minutes to an hour, they got back
to me with it uh he submitted the
form within the next two minutes and yeah i was done with it so i'll post it up to the top and
definitely recommend checking it out if you had any of those nfts yeah dude i mean they had dead
fellas collaborations they were promoting on like i had them on the show one time to talk about it
so i mean i had some fucking pretty grail-ass fucking DraftKings fucking cards
that I thought were going to be, you know, worth something.
And maybe I get $40.
I don't know, but that's what we're basically getting
in the doodles airdrop today.
It was, what, $35 for a seeker phone?
So I'll take the money where I can take it at this point, bro.
Like, $50, $100, you know, that's money in my pocket.
I could go spend on eggs or something, right?
$100 million is a lot of money.
I don't know how much these other are,
but I'm just trying to think about
how many people will be divided amongst.
I remember Chief brought it up yesterday,
but I'm glad that you brought actually the links and stuff
so people can start filing through their emails
and see if there is any kind of...
Yeah, because I didn't know anything.
I just posted your tweet from yesterday.
So I didn't know it was the NFTs and not not even the trade i shit when i shared it on the show i thought it was a trading platform like
to gamble on so yeah this has to do with the actual nfts guys if you guys heard yesterday
or tried or anything like that and that's the the i guess the sauce that captain gave and you
mentioned it earlier x if you have a doodles phone or I'm sorry, a Seeker phone, you are in line to get some dude.
It's pinned up to the top of the spot where you can kind of more or less check at current prices.
We're supposed to get about $35.
Probably going to get 15 to like 12, depending on how fast motherfuckers dump it.
And you can claim it yourself.
So it wasn't too much for just holding a Seeker, right? it and you can claim it yourself. So, uh,
it wasn't too much for just holding a seeker.
Right.
But ultimately go check it out.
They weighted it,
heavier towards people who've been staking,
earning those miles,
et cetera,
and growing on their platform.
What up,
Evan?
What's up,
brother?
it's been a minute.
I was coming.
Sorry, my alarm is going off because I have DraftKings NFTs with the goons.
Cryptoom goons did some with DraftKings, too.
So, yeah, I'm curious.
So did you say, Captain, did you say they emailed people?
Because I kind of got a phone call in the middle of it.
Yeah, they said they emailed people.
I didn't have an email from them.
They also said they sent a physical mail out, but I had moved.
So yeah, if you didn't find anything in your email, if you go through the links, it tells you an address to reach out to.
If you can't find it, I can pull it up for my email but yeah um they should be able to give you all
the information and your id code that you'll need to submit it okay sweet i might have given them
like a junk email or something exactly they're gonna make this as hard as possible they're like
yeah we sent out emails but they didn't and they're gonna make make this as hard as possible. They're like, yeah, we sent out emails, but they didn't. And they're going to make you like tooth and nail fucking take this money
from them.
So just be,
just be cautious,
making sure you're doing the right emails.
I bet there's some scammers out there.
They're trying to fish you saying that they're draft Kings.
Send me to this link.
So be very,
very careful looking through your emails.
This is widely known.
There could be a fake email.
And you know,
if it's super simple,
probably a scam.
So I would do
it the id way and let them come back to you make sure you send it to the official draft kings
account and let them reply to you and make sure that it's official like the last thing i want you
guys to do is try to get 10 bucks from draft kings and then your whole wallet gets compromised so be
very careful flying through your emails man that's all i'm saying what up captain go ahead i had a
a new topic real quick it's not really alpha
but something that uh i saw i thought was pretty cool so recently i was going through google's
certifications for some like advertising stuff that they have just to show like you understand
the products that they have and like you can manage campaigns through it and uh they've been
doing this for i don't know decades and noticed this time around, once you get your certificate, there's a QR code on it. If you
scan the QR code, it verifies on the Ethereum blockchain that this was completed. And it also
ties it back to your Google account that you submitted it with so it can like map it to a name
and id so i'm not really sure this is happening in the industry right now but like you can't
photoshop these certifications or kind of like fake them for interviews or things like this
if an employer like actually wanted to like check they can like now verify through the blockchain
and uh yeah i just thought that was kind of cool i don't know
if they're going to keep using ethereum because i noticed that they uh already spent like 0.4 eth
on like 1500 certifications uh it's like 0.02 in gas fees for everyone so that's like during the
bear market right now i don't know if they want to keep doing that for like a long-term thing.
I know it's just kind of peanuts, but this is, you know,
an added expense for something that they've never been doing.
And it's not really providing that much value to them.
It's kind of just utilizing the tech to kind of start verifying things the
right way.
But it's just kind of reality that Ethereum might not be like the best
option for things like
this so you're telling me the petrol upgrade didn't lower gas prices bro like i thought this
upgrade was supposed to make this shit like uh deeper and faster and shit like oh that doesn't
make sense i saw someone's like talking about what's oh and that's that's disappointing that it costs people 0.02 to do that shit man i saw someone
commenting on the gway this morning like what's going on in fucking ethereum is making gway
be like 150 or some shit i'm like i don't know maybe it was the google thing that you're
mentioning captain maybe that's what was fucking clogging up it but yeah that's not great i thought
this shit was gonna be faster simpler i've been seeing people talk about they want to move back to layer ones. And I see, you know, Cosmos is basically fucking capitulated. And a lot of projects on Cosmos are trying to find new places to go. And, you know, Vitalik's trying to bring fucking people back to the L1 and shit. So it's interesting to kind of see where these people will go in the future dude i do think ethereum needs uh needs to compete with solana and you know
try to participate and try to build dApps and bring developers back to the layer one ecosystem
personally but we'll see how it goes real quick you want to talk about the pop well real quick
paradox has revealed for anybody that's been following that trade uh they're i'm revealing right now started 15 minutes ago floor price setting
holding steady it's at a 0.04 so nice nice little forex on that and still steadily cooking so we'll
see how the reveal does but these look good man i just know that pda had whitelist and shit so
you talked about these like three days ago right yeah people are always like what is
what are these paradox things?
I've never heard about them.
And I'm like, bro, Chief literally talked about these like three days ago.
And now they're at 0.04.
I mean, 0.01 to 0.04, I guess, you know, that's great.
Especially if you bought in size.
And it's cool to see them sit, especially after Reveal.
There's not a dump.
And they're on base.
So they're definitely a bit different.
But we also had like the dream
milios yesterday they're failing to mint out which is kind of yeah do you think it's just
because it's on mintify's platform or something like why i mean it doesn't seem like it's a
massive supply or just people sick sick of uh milady derivatives i guess i don't know
that was kind of i thought that was definitely gonna fucking mint out yesterday i was kind of
surprised to wake up this morning at halfway mint it out, to be completely honest.
Yeah, I don't know about on that one.
That's the thing, too.
It's like I knew Dremelio existed, but it got real loud yesterday, day of mint, right?
It's not one of those things that people have been talking about prepping for.
Like the Gwapes shit that was on Ape Chain, that was it, bro.
That was what every group tried
to bot and get and it was free it went do you know what i'm saying because it was free and it
made sense of why not right and so it's just shit like that like when you look at these opportunities
especially in markets like this if you don't have too many people looking right even if it is
botted or whatever those people are going to push. And if you're not playing and falling in love with the JPEG,
you're going to need that.
You need that volume.
You need those people moving the needle, you know?
So I don't know.
I think I'm into three of those Dremelios.
So I got them.
I'm chilling on them.
We'll see where it goes.
But hopefully it slow cooks out, you know?
I just, this broke two minutes ago.
I'm just not, I mean, obviously it's breaking news That the crowd goes nuts
While white smoke appears at the chimney
At the Sistine Chapel, including the next pope
Has been selected, so get your pump funds ready
Oh, that's wild, because this morning
They had gray smoke saying that they didn't have
A pope already
Because I think
I saw that too, I guess that's how it works
Obviously I'm not a religious expert But apparently the black smoke is there when they're in session.
They vote, bro. You should go watch. There's a dope ass on Netflix, which is kind of ironic too that Netflix released a special.
It was literally a series about what happens when the Pope dies and then the Pope dies, which is fucking weird.
But anyway, you can watch that shit. It's actually dope.
And you can see them like they vote every day.
And if the votes don't come out, you know, they start again and they just sit there, bro, voting all fucking day until, you know, unanimous decisions occur and they don't know what's going on in the world.
So it's an interesting dynamic of that.
Right.
You know, the black smoke means they they haven't picked and
the white smoke means they chose that's where the term holy smoke comes from but um x um guys
i want to let you know this is the daily alpha y'all gave me so much alpha i mean i know sometimes
i can't um i do know a lot about crypto but I don't have time to you know go deep deep
But I do know about this product X that I DM you about
I mean what's the use of having generational wealth if you ain't got you know generational help so that product that I was telling you about X um
Trust me it works. I mean because I have seen
My cousin had a burn wound that they would have to have a wound vac and all that shit for like eight to ten weeks.
And that shit healed him up in like two weeks.
So if you got an elderly person or a mom or whoever that's in bed with bed sores or something, use that shit.
That shit works.
It'll close a wound up in two weeks like it never happened.
Stope, I saw it this morning.
You sent it to me.
I'm definitely going to look into more research.
And obviously, you make nothing.
He's not making anything off this product.
He's just being like, hey, why are you talking about this?
No one knows what the fuck you're talking about.
Fill people in, Sam.
I know.
Well, I don't know.
I'm Gen X, and I can't pin this shit in.
He'll paying it up
there one it's called C30 it's called carbon I mean called carbon 60 it's
called carbon 60 and I even talked to the CEO he's real cool if you if you
actually we try to contact them here to sit down talk to you and explain say like
you got a burn or cut or something each I got to cut, it's like Neosporin on steroids.
It'll heal that shit up in like a day.
That's dope.
I have something like colloidal silver
that I put on wounds that heals it up quick too.
I'll look into this. I couldn't find their Twitter,
so I can't really put it up. You can just give me a website.
Definitely do some more research
in it tonight.
Real quick, what it does,
it's like a virus and go inside a cell
and, like,
kill the cell or change it
to, you know what I'm saying, make the cell
think that it's something else and the cell attack itself.
This does that to the virus.
It goes inside a virus or bacteria
and kills it.
This shit dope as hell, but go down
the rabbit hole on it. It's the truth.
I appreciate you, Sam.
Okay, no doubt. Thank you, brother. I mean, I rabbit hole on it. It's the truth. I appreciate you, Sam. Okay, no doubt.
Thank you, brother.
I mean, I'm big onto my health these days.
So anything that can make you feel better, make your best self,
I think that makes you also participate in the space better
and keeps your mental health up, which that's what it's all about.
So appreciate Sam for bringing some health stuff to the table, brother.
I rub weed on my wounds, bro.
That typically works for me.
Yeah, that's your problem. I knew that was your issue the whole time yeah it works you know and if it don't then up upgrade
your stash because you got some shitty flour um anyway pinned up to the top we have uh our man
brad having a little fun on mega eth um we've seen rare will be kind of the platform of choice so far for a lot of the mega
eth uh test net mints right i did see kingdomly that was cool to see as one of the debuted i
think last week doing a mint but once again just said he's having a little bit of fun uh it's a
race to a million mints um after he said that if this fills up, if it reaches, etc., he does plan
on potentially doing an airdrop or, you know, curating something in the future for this
said holder base, right?
No set amount of how many to get, no real information or context, right?
no real information or context right more or less just having some fun uh it's fake money
More or less just having some fun.
for absolutely nothing besides real fun so go do it right don't cry if nothing happens
um just hope it does and hope you're chosen so we passed over the popkins thing i just repinned it
you want to go over that real quick the clanosaurs uh new mint that's on soon yeah i pinned up to the top a little bit more information
about that as well so popkins is as we know the newest uh collection i would follow the
clanosaurs account if you guys want to see just a little bit more details about how the characters
are designed right details etc they've been uploading that almost every day.
And then in true Klaino fashion, the way that they distributed a lot of the Klainos originally
slash the newest additions to their collection, right, or line, were through these packs, right?
You'd go to a physical Klainosaur event, and if you got there there in time you could go pick up a pack and eventually rip the pack and there's the
asset actually attached you know from the car to the blockchain so they became
really popular I think they did two full-blown activations with that and
always always a success and Raven on the timeline. So they've made that experience digital.
So pinned up to the top now, they explain how these Popkins are going to work, right?
There are three different Popkin types, all with unique distribution methods.
Purple equal the escape pack.
No Popkin, full refund, but you keep extra rewards.
Gold equal the Legendary Pack.
It is a Popkin guaranteed.
Blue equals the Rat Pack.
You get an exclusive Rat guaranteed.
Legendary Popkins Pack is the guaranteed Popkin.
It's free for every Dactyl and free for each class selected OG and Saga Clainosaurs.
You have until May 26th to choose your class and class selection will be paused on May 26th and will resume after mint.
Royalties on clay makers and clay are disabled for the foreseeable future.
The mystery pack mint. This date is still to be
determined. We're giving one free mint for each OG and Saga Clayno who have not selected their
class. The public mint will be 200 per pack and is open to all. After you mint, you'll have a chance to either pull an escape pack or a legendary pack,
aka meaning you get your legendary rat, right, or legendary popkins, or you just get no popkin,
full refund, and you keep all the extra rewards. I think that that's pretty cool that even if you,
I guess, hit a blank, you get a refund. So that's pretty dope. even if you i guess hit a blank you get a refund so that's
pretty dope pizza holders all right pizza was one of the packs that was originally distributed
in the in real life packs right uh if you own a pizza collectible from nft nyc 2023
you can claim a guaranteed popkins pack whenever you choose to. This pack is exclusive to rats, the rarest
companion. Yo, that's low-key to move right now. Fuck, bro, I hate that I'm reading. That's
probably to move, right? If you get a guaranteed rarest companion, which is the rat, then you
should go figure out how to buy pizzas right now because pizzas are the sauce um whoa they got all the information here full information like a
video like an infograph which is dope and then they have the mint details space i'm gonna actually
pin this up dude i wish more hey people did this i remember brad used to do this i was just gonna
say hey brad do this for for mega eth and shit too uh this was very very helpful when he used
to do it for new protocols
and it's just cool to see clay knows doing the same thing because it makes speaking all of this
information easier if you're following along so uh nice little infograph that breaks down the
whole thread that i just read to you uh in one easy graphic so go check that out and i mean be
on the lookout for the pizzas man if pizzas get you a guaranteed rarest companion, I see that pizza's fetching a premium as these
packs get bought up.
And based off of their wording, it says you are guaranteed a free Popkins pack whenever
you choose to.
Right?
So whenever.
It doesn't mean you have to open it now.
You can kind of sit there in the cut and wait to reveal your pack as more rares come out or whatever it is so i don't know i like the gamified approach on this and i'd
just be on the lookout for a price increase on the pizzas i wouldn't open the pack for shit dude
like once that once everybody starts opening up and there's like 15 rares left is like do you open
it up or do you keep it sealed and every time everybody opens it up it always goes down in value so i would i would not even open this up and just uh make people overpay for
it just to see if they get a rare so it's gonna be gamified i like this i like the fact that
they're going back and rewarding holders of like their nft nyc events um those packs were massive
back in 2022 that's the reason why everybody went to the clannasaur event is get these packs because
you could have like sold the you got a pizza or you got one of these rats they were
selling for like triple the amount uh that was on on secondary so cleaners are are dope super
just like great community i actually think these popkins could possibly be the leading nft actually
on suey because there's really not much over there i know they have buddies but this one the
fact they have cleaners involved in that community,
man, this is, I think it's going to be huge. And I think it'd be worth your time to kind of
deep dive into these details and make sure you get one of these because I do think these
possibly will gain some traction. Just like I said, I think SUI's next up. And I think everything
on that ecosystem is definitely going to get more attention going into this next cycle. So
it's dope man um the one
thing i wanted to tell you guys about we talked about this in the past and um it's called uh play
sparkball which is a game that is uh is basically going to be on um monad and it's uh basically in
play test right now and i think they're officially launching their play test on the 15th or 20th i forget the time but it's a 4v4 sports brawler rocket league meets league of
legends um everybody that's played it super super impressed with it um i talked to the founder this
past weekend and uh they're actually gonna let me and eight of my friends play test it this sunday
um i think i have three or four people that have already committed, but you know this space.
People commit on fucking Monday and bail out on Sunday.
So if you guys are interested in playtesting this game with us Sunday, probably around three to four PST, we're probably going to play it.
You're going to need a PC.
You're going to need a graphics card.
And you're going to need about an you're gonna need a graphics card, and you're gonna need about an hour,
hour or two hours of play.
From talking to him when this goes mainnet,
or when it goes on testnet and everybody gets to play,
there is gonna be a community airdrop
of their token called Spark.
They're giving out 50% of their Spark token
to people that play this game.
And on top of that, once you're playing the game,
you're also farming Monad testnet.
So it's a kill two birds with one stone. So you're gonna be playing the game you're also farming monad test net so it's a
kill two birds with one stone so you're gonna be playing a game that's super fun um you're gonna
earn uh their their airdrop and then plus you're also gonna put activity on monad and that's gonna
qualify you probably for test that active activation whenever they do their tge and
just wanted to throw that out there um i think we have three or four people we probably
need probably five six more commits so if you guys are interested you have a pc you're open around
sunday between three or four hit me up and uh we're gonna get a test net before we're gonna play
it before anybody else and then when it goes live um we'll be some sweats and we'll be killing
everybody else in the game and then uh you know accumulating that those points and accumulating that shit from uh talking to him uh just getting some tldr on him uh he's pretty he's fighting skins in
general and basically his his vision of this game uh is uh ai versus ai he doesn't even think like
the token itself is gonna people are gonna make a lot of money off the token itself is going to be, people are gonna make a lot of money off the token itself. He envisions this game being more of a AI battle
and people actually betting on which AI actually wins,
which is kind of interesting for him to say that.
And that's the kind of vision that he has.
And he's also, this is a play Spark Ball.
It's gonna be the first game AI versus AI
that you'll be able to bet on
and you spark the bet on which AI is gonna win the game.
But in the future, he said that it's gonna be like Roblox where anybody can build the game
and then use that game and then get participants to actually bet on which AI is going to win in
that game. So he's kind of creating an AI sports betting platform more than just play Sparkball
as the main game, which is pretty interesting thing to do. And I had a conversation with them
and I'm going to probably have them come on the show to articulate it more.
But just letting you guys know, anybody that's played this game,
say it's super fun.
And obviously it's two birds with one stone.
If you guys are interested, hit me in the DMs.
And first come, first serve.
And we're going to be running on Sunday.
So if you guys want to play, that's how you get involved.
So that's all I got on that.
Do you have anything that you
want to talk about chief? We got about 30 minutes left in the show. Um, I did talk about play
spark ball. I did see some more gaming news that we could possibly get into. I saw, um,
X society, which is also on Sui has a partnership with Adidas. Um, X society is a hop shooter,
RPG progression, Japanese, uh, powered by Sui Network.
They have a partnership with Adidas.
Collab is official here.
A groundbreaking fusion of gaming and fashion,
introducing a limited edition alt Adidas by X Society Mystery Boxes.
Only 2,600 available.
These digital collectibles will unlock premium certificates with exclusive benefits.
Adidas and Society Mystery Box will randomly reveal premium certificates with exclusive benefits. Adidas and Society Mystery Box will
randomly reveal premium certificates at Verity Rarity levels, granting you access to unique
alts by Adidas-inspired in-game skins, XO, airdrops, and profit sharing within the X Society ecosystem.
Check out the rarity tiers here. There's an incredible benefit. High rarity equals in-game
skins and a bigger slice of profit share. The
total supply of the mystery box will be offered during two phases. The partner pack phase, a
limited just 500 units and offered at a discount rate of $90. In interest to fairness, wallets will
be limited to two purchases in the partner allow list. The Adidas pack phase is limited to 2,000
units and priced at $130 with no purchase limits.
The final 100 units are going to the ExoCyde Reserves at promotional purposes.
So another game that's built on SUI, no one's talking about.
They have an official partnership with Adidas.
And apparently holding these pass is going to give you some kind of allocation to their
ExoAirdrop and profit sharing with the ExoCyde ecosystem.
So that's what I'm trying to do.
I'm trying to find out more stuff on these other ecosystems
that no one's talking about.
There's a big collab with Adidas, and we'll see how it goes.
I mean, this could be nothing, but it could also be something.
So I just wanted to throw that out there
so you guys know what's going on with that.
So just some gaming news for you guys.
So today, also talking about gaming,
you guys can officially download MapleStory and put it on your PC.
We've been covering this for a little bit over a year now.
Pre-download is live.
Game is set to be playable and first experience on the 15th.
So if you want to at least beat everybody hitting the server day of, go check it out.
You know, everybody hitting the server day of.
Go check it out, right?
And then also, once again, the TGE, right, is going to be launching pretty soon.
It needs to be live in order for you to actually play the game.
And it will go through a Tier 1 exchange.
People are assuming probably Binance, but no confirmation on that yet.
So if you'd like to just pre-download, go ahead and set that up.
Yeah, that's huge, obviously.
Is that Mint over with?
What Mint?
No, that's till the 12th.
So yeah, you can keep going.
Just update two, dude, these paradoxes after Mint are now up.
Up another like 20, 25 bucks.
They're at 0.05 now so slowly cooking i think people are
liking the reveal uh like i said they look nice they're different so shout out to javi and
everybody that's cooking on those uh pent something up um yes i was gonna ask you about that one
that gigaverse thing what's up what's up with that oh well this is uh this is from smalls right so
this is an interesting thing that we talk about this AI playing games.
And you were just mentioning like AI versus AI.
Well, this is a post, right?
It says, basically, the question is, is it okay for you to get an agent, get an AI bot
and set it to play these games, right?
For those of you guys that have never played Gigaverse, it's a game on App Shack.
You can go stream get xp etc
uh the i guess primary game loop is um rock paper scissors right or a form of rock paper scissors
right uh shield sword and then like superpower etc and then strategically working yourself
through the dungeons through the mazes uh with upgrades right do you do health first do you do armor
whatever um well ultimately you can kind of leave this since it's just chance and it's rock paper
scissors 33 each one and just go back right i mean this is where machine learning and algorithms and
all that stuff kind of come into play uh so that's exactly what it is, right? Pinned up top. It's basically created for an idle game, right?
And so AI Smalls from the Smallverse can now play Gigaverse on Abstract and earn rewards,
making it the first tradable AI agent capable of actually playing crypto games.
So until you realize that entertainment is what people really want and it doesn't
always mean they want to engage with every mechanic in the game at all the time, mobile
games dominate Japan not because the world can't afford consoles and PCs like in some
third world countries, but because people commute so much they don't have time to grind
at home. Gaming on your phone makes it easy to access
this experience while traveling. Idle games exist for this same reason. Giving players the option
or restricting it to only parts of the game is what teams should be focusing on if it makes any
sense for their game at all. Does it mean that the agent or the game needs to have a coin? No,
but at the end of the day gamers and deejons
are very alike both groups like number go up so and then you got sammy who does a lot of the ai
breakdowns in the space does some really in-depth threats just a a comment of his right he said it
will be a deeper integration than a simple script could essentially become. You can script to beat the game
and the dev's final boss script eventually, right?
So basically it'll be a fight versus the AIs
because not necessarily AI,
but the dev's script of RNG and just move use, et cetera,
that's always been baked into games.
We're just now starting to see
that they progressively learn
and adapt to characters in multiple runs.
And we're trying to see if people like that aspect of it or not, right?
But anyway, he says, I think having guidelines and rules around agent use will be important.
Some will have an advantage.
an agent to perform repetitive tasks for you, or and even maybe achieve a lower outcome with a
penalty could become the option. And a lot of these games offer that already, right? It's not
necessarily with an AI agent, but they offer it with like auto play, or auto battle, or something
like that, right? You don't ultimately, there's a trade off, right? You said it's an auto, but you
don't claim all your gold, you still have to come claim your gold, you said a trade-off, right? You set it to auto, but you don't claim all your gold.
You still have to come claim your gold.
You set it to auto, but it doesn't compound upgrades.
So there's always that penalty trade-off that he's mentioning.
But when you get to a point where they can make that decision for you,
technically, it's just about being around.
The agent will always be around, right?
So time and what he's mentioning, the ability to come back
cannot be the, I guess, deterrent or the threshold anymore. So I just thought that this is going to
be a topic of conversation as we get more into this. I think real gamers will always want to
play the game, right? That's just a core loop of being a gamer. But the people that are in for
financial purposes, the people that are in for let's just say this passive growth or
if it's repetitive shit like cutting wood right i mean that's one of the most tedious tasks in any
builder or survival game right harvesting resources and all that dumb shit i mean if you can set out
an npc to in a sense run that for you i can see this market opening up so yeah i kind of agree with you it's all this gaming stuff is just very
complicated like do you want to focus on gamers you want to focus on gameplay and how do you keep
regain retention because with this you're focusing on return now it's no longer about the loop it's
no longer about is it fun about the graphics it's about i mean at this point strip everything down
if we're just going to play uh one out of three chances then i mean you don't even got to pay for a game studio and all this
you know what i'm saying like strip it down let's be honest and that's the thing you when you're too
honest you get all the fud that abstract's been getting and all the games have been getting right
they're like look man we can dress this up and do all this crazy shit. But at the end of the day, they're scratch offs.
Welcome to Gatchapon.
Right.
At the end of the day, you want 50 50 odds.
Yeah, I can make a unicorn jump and do, you know, whatever the fuck you want.
But you're flipping a quarter.
50 50 odds, heads or tails.
But when you expose that, right, I mean, Appstri got killed for showcasing that coin flip game.
Oh, how are you guys the consumer chain and the number one app you're showcasing today is pure degeneracy.
It's gambling at its highest form.
But I mean, would you rather just dress the pig up or just pretend that we're not having a pig?
You know, because that's the reality of it.
And so, I mean, I don't know.
If you cater towards gamers
uh none of this shit even matters because they just want to know if the game's fun is the loop
there like how how much time do you get to take away from me that's what i'm looking for right
i mean as a gamer how much time can you actually consume of my day because it's been that fun that good and that
I can escape from and that's it and so I mean if we can get that down and add a monetary incentives
which makes it hard uh we're there but reality is bro we want the 50 50 chance and we want to
know it's 50 50 so we feel good about taking the gamble yeah exactly and that's kind of what I was
mentioning to the founder of
PlaySparkball, because I was like, it's going to be AI versus AI. And if you purchase this NFT
that's AI, how are people going to understand that this isn't gamed? Or there's something that's
like, you should probably open up the algorithm to make sure people understand what you're actually
betting on, right? We see this with FanDuel. I forget I forget the acronym for it. But like I play MLB the show and it's actually play to, you know, pay to play.
And so you'll lose at the very end of the game by some like weak ass hit because the game knows that you're at the crucial point.
And if you lose, I mean, not FIFA, EA, EA does the EA special across all the game.
Look, I know, you know, bro, if you played anything ea the game will be
going great and out of nowhere you might be winning a little bit too much bro and the ea special
starts and then from that point on you don't make shit you can't catch you can't throw like
yeah it's crazy ea does that what is that acronym called it's like dynamic
i forget what it is like batch making and shit but
well it just knows that you're like you're so close to achieving your accomplishment that if
you lose you'll get a sense of like rage quit or fud or you'll buy the next upgrade of the pack
so you'll spend more money in the game if you lose at like crucial points and it kind of lets
you breeze through the first part but once you get to like the last inning and you're up a run
some guy will do like a little base hit that beats you and then you're like fuck i if i just
had the show with tani card i would have beat him in that position and so you'll spend the extra 20
dollars uh and this creates revenue and i was like telling him like blockchain is a way to bring
transparency if you're going to do ai versus ai battles and your nft like you upgrade your nfts
like we need to understand like what our probabilities are and this view this,
because if people are assuming that you're rigging the game for pay to play,
you're going to lose trust with the user base.
So that's kind of how I feel about it, dude.
Like I feel like if you're going to create a game, at least show us our odds
so we can actually approach the game in a way instead of kind of keeping that,
you know, that stuff blinded to us.
And that's what you're kind of mentioned with the the flip the earn game right the 50 50 so um you
were talking yeah go ahead oh no i was just gonna also throw out uh there's been a mibera update
and reveal too so just trying to keep up and and with that as as time goes on, you know. Yeah, I saw this.
I would be talking about abstract.
There's a retroactive fake allocations. K2A is truly reveling on his Web3 creator economy.
For any creators over 69 total yaps,
send a screenshot of it in the thread of the announcement channel.
Fake allos coming your way, yappers.
And I have heard Vo was on the timeline saying she got approached
to do a kol campaign and there were so many red flags and then i saw this kind of being
pushed yesterday i'm like is this what she's talking about because 69 abstract kato
fucking punching penguins in their fucking post mix there's a lot of buzzwords in there it kind
of seems grifty to me bro like i think that maybe she was talking about this i don't know i'm just
saying maybe stay away from this seems kind of fishy but if you get your free money you get your
free money but this has a lot of red flags when i read this i don't know about you chief what do
you when you read that does that that kind of seem uh i don't even think like 90 of the time people
on the timeline troll bro if this ain't coming from Kato themselves you can fuck off like cuz it could be a copy pasta, you know
Cuz I saw that same post copy pasta all over the place and was she the og was she not you know
That's my always question is half of this shit is copy pasta that we see especially when it starts getting chained out
But yeah be on the lookout if that's the case cuz I mean, I don't know. I didn't sign up for fake
Look at this post.
It's about to get real in Pudgy Penguins X Abstract Chain AI.
X Gaming Land.
Like, bro.
Like, you guys are scammers.
That's the biggest scam.
Like, this seems like a fucking red flags left and right.
So, I saw her say that.
And I started doing research.
And I'm like, bro, 69.
Fucking, you're using Pgy penguins in gaming,
and you know Abstract has, like, this flywheel of attention?
Just seems like a major fucking grift.
So, I don't know.
You guys could probably make some money off of it.
Just, like, beware.
This is probably going to fucking zero as soon as it fucking launches.
Let's go.
I'm going to bring that out.
Did that throw up red flags for you, Lord?
Yeah, I think this is a red flag for me, bro.
I don't know.
I sent a screenshot to my fucking Kaido Yapsa, some random Discord.
If I can see these games, I'm like, yeah, okay.
Yeah, it's all red flags.
But if you can be in the red flags early and get out before it's too red,
I guess that's good.
Posted something up to the top.
Just happened a little bit earlier.
But I don't know.
Last time he told us it's a good time to buy.
The market fucking went crazy afterwards.
Always take what he says with a grain of salt, right?
But you better go out and buy stocks now.
Let me tell you, this country will be up like a rocket ship that goes straight up.
So you heard it there.
You heard it first.
Insider trading is 100% legal. If stocks soar, it was not because of that statement. It is natural interest.
I'm going to post some things up to the top as we start winding down the show and just a little
info dump on you guys. First and foremost, if you participated in ordering those wrecked drinks,
most if you participated in ordering those wrecked drinks right abstract apple uh you got some tokens
related you're getting some abstract love well there is an actual redemption that you have to do
so got it all pinned up to the top order redemption deadline you must have the following completed by 2pm BST on Saturday, May 10th.
Right? Two days.
It has to be done on the Rec Rewards website in order to be eligible for drink points and for the abstract XP.
Basically, if you didn't buy this shit to drink, which I know none of you did, then you need to do this.
Right?
Because you don't get any of the perks and the speculative
bullshit that are attached to buying a drink, right? Besides a drink, unless you go through
and confirm your redemption. So you redeem your orders, you connect your abstract wallet because
you could have bought this without your abstract wallet being present and you have to connect your
ETH wallet. So if you participated the first time, you have the first ETH wallet and you've been to their website before.
The abstract is a new addition as of a month or so ago.
And this is a whole new drop.
So make sure you go and do this or you just bought overpriced juice.
And GG's to you.
So all the information is pinned on the thread if you're interested i know
some people in the tda and just in general participated as a way to farm abstract uh next
uh tari seems to be the talk of the town um and you know since it went live a lot of people
talking about mining it uh difficulty is damn near impossible right now. It's actually kind of crazy. Even
though it's anti-ASICs, there's different ways that you can set up farms with GPUs and just kind
of optimize for these early days as the block rewards are higher right now, right? Then
ultimately they will be in the future. Tari will be listing XTM, aka the tari token uh in the i guess innovation zone i don't
know bro i'm looking for anything and everything to figure out where to sell my shit i was mining
for months and no one has been able to come tell me when these tokens become available so
this is what i got earlier today it says xtT will be listed, right? An XT listing. Stay tuned for the schedule of deposit, withdrawal, and trading. So announcement of announcement of when you can get off your bags.
proof of liquidity on Bera, right? Proof of liquidity is you're farming a native token.
You then participate in dedicating slash delegating that token to specific validators
and validators then incentivize you and others with crazy APYs and just a plethora of tokens,
right? To point your liquid at them.
Well, the biggest problem with that was that the tokens you would receive
is ultimately whatever the validator would be one invested in
and had a strategic partnership with.
So, for example, I point my BGT at the Honey Jar.
Well, the Honey Jar happens to have a partnership
with almost every asset inside the
bear ecosystem. So I get dust and a bunch of bullshit from 90% of my staking and my proof
of liquidity participation. I would say maybe 25 to 30% is stables slash bear. And then I can claim boom stables bear. I'm good. The rest is like 12 cents of
Ooga booga, you know 13 cents of this and 12 cents of that and eventually you sit there and you're like dude
If I'm only getting 20 to 30 percent, it's not even fucking worth it
Right. This was a big fundamental problem as proof of liquidity is the only thing that really
fundamental problem as proof of liquidity is the only thing that really separates the chain itself from any other EVM
compatible, uh, competitor. And if you have people not using
POL, but rather just selling into arbitrage wrappers, uh,
you now just have increased sell pressure, uh,
and on the underlying token and nothing gets solved. Anyway, long story short,
swap finance, uh, and smiley finance, right. Anyway, long story short, Swap Finance and Smiley Finance created something
called Swoppy. You can basically grab all of your dust and pick whether you want to receive
Honey, the stable, Barra, or Wrap Barra. So it made it real simple. It takes all your bullshit
dust, does all the backend. and instead of you having to individually approve
Every single asset that you receive and go through you do it in the back
So kind of like an easy way to dump your dust
Thought that this was pretty novel. I mean, it's something that I wanted
I was considering even stopping pol completely because I didn't want to deal with this dumb shit anymore
But we'll see now this hopefully gives me a little time extension. I'll see if I like it, if this makes it easier to
participate. And then, you know, if it doesn't, then yeah, I mean, we're still going to go down
that route, right? So ideally these are just deterrents slash checkpoints is how I see it
because it's a brand new ecosystem, right? They're trying to keep everyone engaged as long as you'd
like. You're on the racetrack. Hopefully you get to see the finish line with them, but each one of these innovations and changes
buys them, right, time with us.
Whether that for you, it's that big of an innovation
that it buys you six months, or for me, like,
this is cool, but this will probably buy me a month
of doing POL, and if this ain't what it is,
then we're gonna think of something new, right?
So ultimately, this is dope to see the innovation on the chain itself and things that benefit everybody right they're going
to eat off of fees but at the end of the day it's an inconvenience for us so wanted to put that on
you guys's radar some things to do some things to see and just uh yo if you're participating i mean
there's at least a little bit of hope on that end did you see the uh thing the unisat thing that they
dropped like the utxo tool yes i actually have something on that the utxo management tool yeah
it's uh if you were fucking around on btc eco especially in a unisat wallet i think it only
works with the unisat wallet but it does yeah and you can like essentially just like merge a bunch
of utxos and you might have little bitcoins in there like essentially just like merge a bunch of utxos and
you might have little bitcoins in there to claim like i have a bunch of trash and a few wallets
uh they're just never gonna be worth fucking anything but you could like merge all these
and take out some bitcoin that you can actually make spendable that is not spendable so it's it's
pretty fucking bullish it's one of the coolest probably like wallet management tools that i've
seen and you can actually get some money back.
So I think that the difference in this one, you can actually see what's being done.
And you have, I guess, a little bit more control.
The only thing that we had similar to was Sparrow beforehand.
And Sparrow is just you fuck around, you find out.
But LIFO offered this, right?
Or something similar inside is sweet.
You just didn't really see what was going on.
It was kind of like a sole incinerator.
You just went through and said, yeah, fucking run it.
Uh, and that's it, right?
It would take the padding off.
So this is good.
So you can get to learn and actually utilize and see what UTXO management is.
The idea of closing these envelopes, you know, opening them.
And, uh, yeah, I got that pinned up to the top for anybody that
would like to use it it is a full-blown tool through unisat right now uh and you can also
do fractal assets for anyone that has fractal assets bullish and yeah study life oh bro that
dude's a fucking shad uh speaking of like just ordinals in general like wizards of ord
like that dude's been building like crazy and like i don't think he gets enough recognition in the btc ecosystem to be real um just like actual tooling for like dgens i like
everything and and for artists like he's inscribed some really good libraries that actually outperform
like ocm dimensions libraries when it comes to use case because it's like really hard well it's
not really hard but there's a lot more processes for like generative artists to uh use ocm dimensions rather than like one of his libraries from elements uh he's got a
whole github and stuff but very bullish on lifo i would say to fucking study that guy because he's
like looking into alkanes i'm assuming he's and it caught a bit and he finally i mean not to be an
asshole but he finally caught a bit i mean these were, I would say almost 50% cheaper.
They're roughly around that 0.007 range.
It hit almost that 0.01 and then just slowly kind of retraced.
But in my opinion, this is a collection that will consolidate to the point where it'll be unattainable.
And if you are a Bitcoin enjoyer, there will be things that are, in a sense, let's just say paywall, that you do every day or would be doing more often that you would want to have a discount on in the future.
Right. And you just know that that suite is going to continue growing.
That part is like he's anytime there's an upgrade to the org.
GitHub, like he's on it, you know what I mean?
And like Wizard of Ords Hold holder or ord rain is like his
other collection right like they both always have uh access like free and blah blah blah so
yeah i think life was probably like one of the best builders on bitcoin that's that's what i'm
gonna say then just pay attention to that fucking guy because he's cooking bro 100 what up dice man
what's up man yo what's going on, GM? TDA State Port fam.
I just wanted to come up if I can share a couple things out of the Kato space with Somnia.
They're doing a lot of stuff, gamify things. A couple things to kind of put on your radar if you're looking into Somnia.
Chunk, here's a little bit of a breakdown of kind of what it is on chain basically kind of a
minecraft game another one is the mellostormies they're also i i'm not too sure on them i just
know that they're really talked about i haven haven't played the game or anything, but the graphics look pretty sick, especially on the Somnia testnet.
And then the potion swap here with Uprising Labs is another one to look out for.
They're actually in a space right now with Somnia.
I'm just going over a bunch of stuff that they're releasing soon.
Kind of just putting
notice on if you're interested into gaming uh gamify uh all kinds of stuff really you know
with you yeah i've been reaching out to some people yeah i've been reaching out some people
trying to get more info about somnia just because that is one of those that we're starting to hear
more often and appreciate you ice man putting me on to some of those projects to tap into too you know so i mean that's essentially what it is right is a different
sectors that we can then leverage what we've built here at tda all together to get more
information and opportunities for all of us so i've heard more and more people talking about
this as alpha so that's enough i mean I'm so spread out trying to find everything.
That's why I need your guys' help.
Like Iceman, appreciate you going in there,
fucking getting the info and bringing it to us, bro.
Because we have blind spots and that we have to be working as a community.
We're going to miss things.
So appreciate you even, you know,
bringing it up to our attention and not just putting it into group chat.
So helping everybody out.
Appreciate that, man.
Yeah, absolutely, man.
No, I appreciate y'all, dude. it's just just we're all just growing so and i just kind of found my niche with with what i'm
what i'm here which you guys been talking about so just kind of sharing just the info of you know
what we do here just kind of sharing alpha so appreciate you always brother no i appreciate
you man what up jit mr jit mr jit all right no phone call after the show uh yo yo i'm here i'm here
oh sorry all right welcome my dog what are you doing dude i'm cooking bro i'm fucking cooking
um happy 100k bcc uh i called ina back uh here a few like like over the last few weeks that shit is
fucking sending right now uh rwas are cooking um yeah i don't oh i minted an nft yesterday i don't
know i want to ask you guys about that that's why i came on stage um it's on abstract the like
retardio the ribs i don't know i i don't know if that was the wave or not but i
minted a few i think we all did bro i don't know if it was the mintify platform but it was getting
hype on morning shows and people were kind of coming to the conclusion we have all these other
m'lady derives on on these other chains and when everybody thinks something's official it never
fucking is so maybe it was just too late
I don't know. I don't know the mint to five platform bro
Well, I don't think it was necessarily meant to find a sense
I mean it is that does remove some foot traffic, but I think you you can't call something cool, bro
You know, you can't be the one to say yo like I made this this shit's cool
Like no you can't you know people be like nah, it's not cool You just said it was cool. Like, no, you can't. You know, people be like, nah, it's not cool.
You just said it was cool.
Like, if you would have made it and someone else said it was cool, yeah, that's a whole different story, bro.
But it's one of those, oh, this is Alpha.
Well, why? Because I work with them.
Man, the fuck out of here, bro.
You know, like, it can't be cool if you say it's cool.
So, I got hope, though, Jed. I'm riding three with you.
I don't even know if we've seen them, if they're reveal five hopefully this is like an actual rug i haven't had one not reveal
and me just be stuck with the placeholder and i would say years bro like that used to be
tough too we used to get just a placeholder and i'm like damn they didn't even
they didn't even do the art like we got super god. Yo, do you remember BBs on Solana?
Bro, that was my first
Solman.
That was my first Solman ever, bro.
I fudded Solman for years.
Bro, I threw a party
with those guys in Miami.
I finally fucking minted my
first Solan NFT. It was an egg.
And then it turned out to be a
nut sack. Like a literal sack of eggs
and nuts on revealed like yo i got burnt on the blockchain that was crazy bro i've never gone back
since never been i mean i mean my ladies first came out it took five months for them to mint out
i mean did did hypios mint out instantly cas did hypios mint out instantly like
did it take a little bit it was pretty slow i wasn't even there like for the the mint out it
was pretty like low-key but i think it took like maybe a week or something like that and they even
had like a slow reveal and they they're pretty funny they put some of that in like the traits
of the art too in the backgrounds,
which there's a lot of random lore embedded in the art. But yeah, I don't think the best
projects have to mint out right away. We obviously got fucking NFT 2021 hopium and addiction to where
people want to have one ETH mint sprint to 10 eth in like 30 seconds again but some projects like you just have to have the community form the team actually cook and yeah
yo i i like yeah i like to buy nfts when i know like my homies are going in and it's like
you know maybe i get two or three x on it but i don't know it's it's just it's fun still nothing beats buying
nfts like i just didn't like that these weren't insta reveal that is like annoying as hell yeah
we're at 53 minted it is kind of expensive for people that you know are just saying like oh i
want to gamble around it's point i'd basically say 0.02 it's like 40 bucks each um it's at yeah 53 minted so almost at 3k out of five five
five five it is on abstract uh if anyone does want to participate but it is launching on
mintify and i just pulled it up right now it says the mint itself will be closed after six days so basically
they left it open a week after public went live yeah and it's trade locks like you can't trade
it pre-reveal it's all locked and shit too so and then we have an nft nyc next month so maybe
we're at the start of nft season right now bro i don't know. Oh, bro, please. That's a top 10, boys. Pack it up.
Top 10.
I think the last thing I saw Smokey just retweeted, this is on Barachain.
It's called I'll Term AI Companion Public Mint.
Kind of looks like a Tamagotchi thing.
Save me with that. But say bye-bye to static JPEGs with no utility and say BM to a smart friend.
What does 12 para get you?
12 para get you?
The first 3,500 minters get a free genesis of nft
this isn't just a bonus it's your official og badge companions built to grow with your with
bro don't do it i did it don't do it i did it don't do it i did it the day they launched this
shit i mean and then i sat there and i was like why did i pay 80 for some ai once again well we're
talking about this i mean it's people selling you AI rappers and I get it like oh life
but I mean I can go to chat GBT and open a new tab and say
Bear marketer and I don't know bro. I have one you're supposed to go every day and just chat with it
You can't do anything cool or like crazy
Like I try to cuss at it and it told me you know please come back later
when i'm less angry like you can't you can't really get wild with it you got to train it
in a very boring like hello how are you there's a little point metric at the very top um one of
them is soul bound the other one isn't but yeah i mean i have it i just think it was a waste of
money for me i don't use it like as an ai i spent the 80 bucks or whatever dumb shit it was and then reminted the second thing um and i mean it's just sitting here so all right all right don't do it
guys uh even smoky retweets this shit don't do it i think virtual's protocol four hours ago say
major announcement incoming um i don't know what that means but i was hoping that it would launch
on the show it hasn't yet so i guess put notifications on that maybe if you're in a long or short you can buy the rumor sell the news
and then the new xbox handheld project kenyan has been leaked so i guess it's fucking device season
xbox is even coming out with their own portable hand device so maybe we could play uh gta 6 on
it one day or some shit so yeah i thought it was interesting we see these left and right and this is all competition for all these other web 3 ones guys so it's it's device season and uh
we'll see how it goes but i appreciate you guys coming out to daily alpha we run it tuesday
through saturday from 10 15 to 12 it's 12 we're ending it we'll be back friday and saturday for
your alpha pleasure you guys have a great rest of your night. And Bitcoin's at 101K. So it's looking good.
Everybody's coming back.
Everybody's posting.
Everybody's on the timeline.
So vibes are back.
Let's hope that it sticks around for the next few months.
And it's not buy in May and go away.
Hopefully we have a nice epic summer.
And we can make some money.
So appreciate you guys.
I'll leave here for Chief.
You guys have a great year night.
I'll see you tomorrow.
Appreciate everybody that came out. After the show is over. We'll have a thread that covers everything that we've talked about, use it as a resource. Any likes,
interactions on that go a long way. That's how we can continue to grow the TDA and also get new
opportunities for the community. Appreciate everybody that came up on stage and contributed,
helped the time go by. Also allowing us to learn and grow with them and from them means a lot.
We do this Tuesday through Saturday, 10, 15 till about 12.
And it's TDA or stay poor.
You guys be safe.
Have a good rest of your day and we'll catch you on the timeline. Thank you.
