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THE DAILY ALPHA♻️
Recorded: May 9, 2025 Duration: 1:46:42Space Recording
Short Summary
In a dynamic week for the crypto space, significant partnerships and project launches are reshaping the landscape. From the integration of AI in gaming with Betakuma to the anticipated token launches by Azra Games, the market is witnessing a surge in growth and innovation. Additionally, Meta's re-entry into the stablecoin arena and the rise of Ethereum signal a bullish trend, while new regulations in Spain may further drive adoption of cryptocurrencies.
Full Transcription
Thank you. Yo, yo.
Yo, give me one second.
All right.
What's up, guys?
Appreciate you guys stopping by the Daily Alpha.
We host a space Tuesday through Saturday from 10, 15 to 12.
Chief, you're unmuted.
Do you want to stay unmuted or what's up?
What's up, bro?
Oh, no.
I was just going to say the little Mario looks really good, bro.
Like, I was just really admiring the artwork, and it's, like, done really well.
I just said put something, make these topics in Mario Kart style. And I'm surprised it even put the TDA symbol on top of it.
Yeah, that's what I'm saying.
That's what I was literally looking at.
Like the TDA symbol on his hat, on his cart, on like the actual like cart rail.
You know, I'm just damned.
That's why I was about to just congratulate you because you look like you did a lot of work.
But that was pretty tight if it was just one word prompt.
One prompt, yeah.
One prompt this week.
I did GTA style. I did Modern Warta style i did modern warfare style i did red
dead reginson you just put parentheses for the topics and just say these are the topics and kind
of bullet point or separate them out or something like that i said yeah create create an image with
the topics i listed below in mario kart style modern warfare style and it just sometimes it
fucks it up but this this one, I was pretty surprised
that it came to this conclusion.
The GTA one, too, actually
put certain
images in there from the topics.
They put a Phantom Ghost in there. That one has
the Beep Bop fucking thing on the card.
Yeah, that's what I was about to say.
I saw the Beep Bop face in there. That's what I was wondering.
Are you using, I guess, the same
models every time?
So that way it's getting trained on TDA, just what TDA means, what TDA OSP and all that kind of stuff?
Yeah, I use ChatGPT and I guess it's just memorizing what I'm actually talking about now.
Yeah, yeah, yeah.
That's dope.
Because you're putting it all into the same black box over and over.
I mean, if you were opening up a new project every time it probably wouldn't do this but the fact that you're just continuing on the thread kind of allows it to keep learning
so yeah no not to derail but i was just literally looking at it i was just gonna congratulate you
because it looks really good yeah it was uh i was kind of surprised because when i started kind of
rendering you could kind of see it blurry i'm like oh shit it's getting to mario and anytime
it gets to like fully completed and it's getting to mario and anytime it gets
to like fully completed and it's an ip they recognize they fucking cancel the image on you
so i was like kind of concerned that it was too close to mario and it would cancel out the image
but it looked i was kind of impressed that it was the first time it did it so pretty interesting
it's good it's good but uh yeah guys appreciate you guys if you guys can give us a like and repost
down there we have the purple button back.
Yeah, man, it's going to be a good show.
It's been a good week.
I don't got the button.
I got the pill.
Do you?
I got the pill.
I got the pill too.
So, yeah, my bad.
Purple pill is down there, guys.
So now you can comment.
You can like and repost.
Obviously, Antonio does our clipping for us.
So if you guys could like and retweet that and also give him a follow,'s part of the team allison's doing a new kind of style thread she's trying to figure out if uh twitter's trying to
demonetize her or whatever because it's getting less engagement because there's not a lot of links
in it i guess so trying to figure out how to get that uh prop back up and getting the engagement
that it used to but it's a new kind of format uh less links more just summarizing what's in the
links um and you guys could always go back to the recorded space and i think the recorded space that it used to, but it's a new kind of format. Less links, more just summarizing what's in the links.
And you guys could always go back to the recorded space.
And I think the recorded space has all the pinned posts up there
if you guys want to get back down to the nitty gritty
of what we're actually posting every day and shit like that.
So it's Friday.
We're going to have one more show tomorrow.
Our Saturday shows, like you guys know, start at 1030 Central, 1130 Eastern.
Start about 15 minutes later, but we will be hosting this show tomorrow.
Today would be a great day for you guys to come up, shoot the shit.
You know, it's a, you know, market's back.
I mean, sell in May and go away.
I've been saying that for a year.
It's not going to happen.
And I think I can officially confirm that sell in May and go away is officially canceled for this year at least
and uh it's nice dude it kind of seemed like we turned around right around april 22nd um and it's
been up only since and i'm not sure if we could go much higher than this i was kind of wondering if
we could actually get a bit higher than this but i think now that we're entering the weekend there's
a lot of people sidelined i'm kind of concerned on the fact that a lot of people are sidelined.
Big institutions are sidelined.
Stable coins are still at all-time high.
So I would imagine there will be some kind of pullback before we get all those coins deployed
and then us kind of reaching all-time highs.
I just can't see these big institutions, these big government entities willing to buy higher and higher.
So I feel like they have the mechanics. they have the tools, they have the media,
they have the news sources to kind of create a little more FUD,
to bring it back, to bring the train back, and so they can deploy their capital.
So, I mean, it'd be great.
Well, this also too, I mean, shows them and those people that top blasted the last time
we were in this range in the 90s to 100 that
i mean they've been shaking in their boots shitting themselves the whole time right it's
been what roughly three to almost six months um technically down only since our all-time high
right trump was supposed to be bullish this and that and this was kind of that initiation pain
that typically happens when you make your first buy, right? Am I patient enough? Did I use
the correct amount of money? Was I counting on this investment for next week or not, etc.
So I also think that that's one of those factors that it gives people a little bit more security
that we tapped 100 past it already again, to where, okay, I don't have to look to, you know,
let's just say downsize immediately. I can kind of ride this Bitcoin
idea or wave a little bit longer too, right? So I think it does validate the fact that
you didn't get caught in a scam, right? Because a lot of people that bought at 100 plus felt like
they've been scammed. They saw it go all the way down to 70, thought the shit was over. They were
50% down, et cetera. So I think that's one of the elements too, is this gives a little bit more certainty
to people that did invest at a higher price
that, you know, market makers, quote unquote,
the investment thesis is still there and sound.
I just don't think this levels,
like I do think we're going to do a retest
because this Bitcoin,
Kyle Dupes kind of broke it down for me
when I'm trying to articulate here.
He says, Bitcoin run the 104K wasn't magic.
It was two nasty short squeezes back to back.
At 97K, we had 360 million in shorts got torched
as BTC broke the major liquidation cluster.
At 101K, another 240 went up in smoke
and bears tried to short the double top.
Heat maps list up both spots pure
squeeze was the fuel so kind of leverage what and short squeeze was kind of feeling this kind of
104k run so you know that's not organic that is not sustainable and like i said a lot of people
are still sidelined so you're probably going to have to have this train pulled back a little bit maybe down to 96 97k and bitcoin dominance is starting to drop i don't know if you noticed that yesterday
but the bitcoin dominance charge slowly started to take a little nosedive as these alts
are catching steam and at least ripping right you had e finally break through uh in a sense from
its consolidation in a breakout zone so that's putting people a lot like a lot of
people at ease in hopes that potentially alt season is here so i mean i don't know bro looking good
yeah i mean new dominance is starting our bitcoin dominance is starting to decline a bullish signal
for altcoins so we've seen this um i guess this morning, the S&P turned red.
The S&P 500 turns red on the day the President Trump proposed an 80% tariff on China.
China has responded by saying firmly, opposed to the abuse of reciprocal tariffs.
It's become increasingly clear that some form of tariff will remain in the long term.
So we all know they're in Switzerland this weekend, and they're possibly going to come to some kind of conclusion. But we just had a deal with the UK and there's still I think there's
still a 10% tariff on it. So no matter what the deal is, there is going to be some sort of tariff
on China. I think that's baseline. That's what he said. Baseline is there is no more zero, right?
It doesn't exist. It's 10 is the minimum slash the lowest you could get it.
And then anything above 10 is, you know, like, don't think that you're starting at zero.
No, you're starting at 10.
Like, there is no way to go less.
And then anything above that is technically where you're getting taxed, you know?
Well, you see Trump, like, negotiating in real time.
What is it?
A 140% tariff to start Liberation Day.
Now he's at 80%.
So maybe they can come to something,
maybe 40% to 50% and maybe some...
I know they've been doing like semiconductors
and like stuff critical to infrastructure and shit.
They've been kind of eliminating those tariffs.
So I do think there will be some kind of agreement
in the next week or two.
I do think India is probably next.
And obviously, all these deals are going to have to come and be done by July 4th.
So if we got the biggest bullpo, or we got a big pump because of UK yesterday, I mean, what would you imagine would happen with India?
Like UK, we don't even have a deficit with them.
We're like a positive $10 billion. Like with these other countries like India and China, we're like
negative. What do you imagine what happens to the market if those come to some kind of conclusion? So
I think we have major, major bull scenarios in the future rate cuts and deals.
And on top of that, we also have Bitcoin on exchanges at an all-time low, low accumulation at an all-time high,
states, nations, everybody bidding.
So it's also ultimately a race against the clock, too,
for available supply.
I got a chart for that, too.
Bitcoin sentiment has flipped.
Spot demand is rising.
The BTC bull score jumped to 20 to 80,
above 60 signal, above bull's condition and sports higher. And then you guys all seen the charts this week of how basically, you know, exchange Bitcoin is like falling off dramatically.
So spot is really, really, really healthy.
Really, really, really healthy.
We need that.
So that's happening.
So that's happening.
And then obviously, we're basically been showing you, I guess it's fucking Raoul Paul that started this global money supply thing.
But it looks like it's playing out.
You've been tweeting bananas out, too.
I don't know if you saw that for like bananas on for his global supply.
I mean, they're lining up, right?
Right. We said it's a three month delay and lag and they're finally on par with each other.
We said it's a three-month delay of lag, and they're finally on par with each other.
Yeah, it's it's basically at the first leg of it.
And this and on this on this, I just put it up this global money supply.
We have kind of a short downturn after this and then up and then up and then up.
So we have like three more waves if we're going to catch up to this global money supply.
So it kind of seems like this might be the first wave. And then like Raul Paul's also talking about like, hey,
this could possibly last till August. There will be some, you know, short, some short downturns,
but he says feels kind of fruity. Phase two should run until August or so with short,
sharp corrections on route. Obviously enjoy the fruit of your responsibility. So
there will be some downturns. There will be some sharpness. And I think those sharpnesses
are to, are going to be kind of Trump tweets are going to be, you know, like I've been saying,
there's a lot of sideline capital and those sharp downturns are just ways for this sideline capital
to get involved and not continue to buy tops. So I'm fine with downturns because we need this capital from the sideline to
enter the space.
And then everybody kind of feel like they're on the same train and then we
can start moving forward.
So I'm fine with a little bit more downturn so we can get more people into
the space and get this sideline stable coins into actually into the charts
and shit.
So did you see the craziness about,
I'll put it up to the top
about the xrp like i guess cabinet that was in trump's ear uh it was all like to write a tweet
yeah positioned him to write a tweet and then like he actually tweeted it and then it was like
yo what the fuck did i just tweet that wasn't me yeah they all been exiled so you guys you guys are
in the trenches you know trying to create
extra liquidity into group chats there's people higher up than you that are trying to create fake
news inside the cabinet to pump their xrp bags so ggs dude like there's levels to this shit it says
on sunday morning in early march president donald trump greenlit a true social post promoting a crypto strategic reserve.
Hours later, he felt like he was played.
That weekend at Mar-a-Lago, an employee of the lobby shop run by Brian Ballard, who was an attending donor at the event,
had personally buttonholed the president and encouraged him multiple times to tout his desire to promote the industry.
She even gave him a written message in which he should copy and write down.
It was only after he posted that that Trump realized the company behind one of the tokens named in the post, Rippled Labs, was a Ballard client.
He was furious and felt like he'd been used according to two people familiar with
the incident who were granted anonymity to speak candidly he is not welcome in anything anymore
the president told associates of the white house last month referring to ballad yeah man like i
said you guys you guys are trying to create fake news with dead jeffy and joe and dead joe biden
uh those are meme coins there's actually people trying to attempt fake news with dead Jeffy and dead Joe Biden. Those are meme coins.
There's actually people trying to attempt this with multi-billion dollar coins like XRP and ADA, guys.
So, like, there's levels to this, guys.
You guys are at the bottom ring of this.
You guys think you're hot shit because you create fake news about Jeffy dead, but he's still living in his parents' basement.
Are Joe Biden's actually, you know, emergency?
That's meme coins.
These people are trying to get cabinet positions
to pump multi-billion dollar coins like XRP and ADA, dude.
Like, you guys have got a way to go to get to that level.
Just saying, guys.
Like, just know you guys are far off that.
That's next level fucking crime, bro.
You know, take your crime and multiply it by 10.
Yeah, it's crime season.
I mean, this week has been fucking nuts.
Like, just a recap. Stripe launched stablecoins in 100 countries, 100 plus countries.
Ramp launches stablecoin cards.
Superstate launches on-chain equities.
Robinhood is building their own crypto platform.
Biggest deal in crypto history, Coinbase and Deribit.
Meta is back in the stablecoin game.
Ethereum shipped a massive upgrade and bitcoin ripped to 100k
i mean it's headline season my guys i mean look at all that you guys are sitting here
and pump my bags like we've had one of the biggest weeks in crypto and you can see the
direct result in the charts like if we're sitting here in low liquidity and everybody's leverage
trading everybody's putting these 5x 10x leverage trades on hyper liquid and it's making the price
go up on all these coins so we
need more spot buying a lot of this but i think this kind of gets sentiment back we're back
motherfuckers and now you're going to start seeing you know possibly stable coins deployed which is
what we really want we want all this sideline capital to be in the charts not fucking this
being short squeezes to make the chart go up that That is, that's what fucking, what wrecked us when Sam Altman was around,
or not Sam Altman,
but Sam Bankman freed back in the last cycle.
That's why that cycle was so unhealthy because it was leverage bound.
This one,
we have ETFs and we have a lot of stable coins on the sidelines.
So I feel like if we can get those deployed,
I think we're going to have a healthy market and we'll probably have less
volatility,
but everybody's going to leverage trade.
So it is what it is.
But what do we think about fucking Meta coming back, dude?
Dude, I finally, I posted that on my Instagram, right?
I mean, as always, I always try to inform the normies.
So it's a different type of I told you so.
It's one of those, damn, I've been watching this happen
in real time for like the last couple of years.
And that was yesterday's post.
It's like, damn, I mean, now are you actually going to consider
what's happening with crypto now that Meta is going to get involved and offer you the same thing
right or the other post too that banks can now custody so i think that that's an interesting
aspect yeah i mean you guys all know the story behind uh was it dm or libra um they tried to
launch some crypto thing with facebook back in the day. Obviously, the administration said, fuck you, you're not doing that.
You guys all know, you know, Project Choke Neck or whatever fucking
Andreessen Horowitz was talking about how they were trying to choke out AI and crypto
in the past two administrations.
And so they banned it.
Those teams that worked on it split into two.
One was Aptos, one was Sui. And now, you know,
Zuckerberg can't sit on the sideline. He has to copy because he has no original thought. So
he's like, hey, I want to get in crypto too. And like, obviously stable coins are one of the most
profitable business in the whole space. And he's like, let me fucking do stable coins and make a
little bit and take a little bit of that vampire attack from Tether and these other people that
are launching these stable coins. But Simon Taylor had a good take that I bit of that vampire attack from Tether and these other people that are launching these stablecoins.
But Simon Taylor had a good take that I kind of agree with.
He says, my take on Meta getting the stablecoins?
Consider, they say, three years since they closed Libra,
a project central banks hated.
Stablecoins suit long-tailed markets
exactly where Meta has billions of customers
who generate very little revenue.
Zuck was on stage with Stripe Sessions.
Stripe just launched a stablecoin money transfer for 101 markets.
The push from the U.S. government will be limited.
The EU pushback will be irrelevant because they're not good at target marketing.
This has a good chance of happening.
meta in talks deploying stable coins three years after giving up landmarks so stable coins like i
Meta in talks deploying stablecoins three years after giving up landmarks.
said what did i think one year or one quarter before all the stable coins got deployed last
year i think fucking tether generated 23 billion dollars in revenue in just one quarter and
everybody saw that and licked their chops like we have to vampire attack these stable coins companies
so it makes sense that they're getting into some kind of stable coins but it's kind of just like a smooth brain approach in my opinion i think that meta
maybe should double down on their vr glasses and maybe try to integrate some kind of metaverse that
they talked about but hey stable coins is what you know makes money and so i guess that's what
he's like i'm fucked i'm fucked uh fuck you know speculating on this shit what's actually mixing money in crypto and stable coins seems like a sure bet so that's bullish and then um
just some other stuff that i found on just the market in general i thought you maybe just
slightly you see zz kind of out and about partnering with different countries but
binance founder cz is reportedly seeking presidential pardon
from Donald Trump following a beef prison sentence
for four months, according to Fortune.
CZ's request comes after pleading guilty,
violating U.S. anti-money laundering.
So he's definitely looking to get that off his back.
And maybe his little marketing,
his marketing, I guess, carousel he's been going on
is maybe trying to
get into trump's ear and making sure that he's actually a good guy helping out you know other
other countries to get into crypto and make crypto great again so i think it's all kind of tied
together but that's kind of that and then yesterday i guess the big news was the genesis act
which i guess it was the stable coin act or something like that um it failed to pass the
senate uh if the bill was
passed you would have the first ever regulatory framework for stable coins in the united states
and we've been talking about you know the agenda was to get these uh stable coins uh laws passed
first and then they'll move into maybe strategic reserves and other shit like that pie in the sky
but yeah this is kind of the genesis act i guess i have to go back and and do some different stuff
but this is what i'm talking about like congress Senate has to approve a lot of this stuff.
And there's a lot of divide between this.
And I just don't see a lot of like, we're talking about a strategic reserve.
Like other than executive order, I just can't see that getting passed.
We're just going into a stable coin, which we all see these big entities are like,
hey, we want to get involved with.
It's a no brainer.
That's not necessarily money for us, though.
That's the thing, too, about the stablecoin stuff.
I mean, stablecoins don't really generate us any money.
They generate the issuer money through fees and through usage.
But for you and I as market participants, another bill makes no difference.
market participants, then another bill makes no difference.
It just shows the friction with the digital currency space.
There's not a consensus inside the Senate or Congress for these bills to pass right now.
And stable coins is the obvious play.
It's a smooth brain, obvious play.
And these people can't even come to agreement on that.
So can you imagine a Bitcoin strategic reserve
where we had the Democrats for four years
saying they fucking hate crypto?
Like, do you think that's gonna pass?
Obviously not.
So I don't think other than an executive order from Trump
that we'll ever see a Bitcoin strategic reserve.
Just my opinion, but we'll ever see a bitcoin receiver reserve just
my opinion but we'll fucking see dude we will see and obviously steak and shake you guys don't know
what steak and shake is if you're not in the midwest but they're now accepting bitcoin payments
at all locations may 16th these guys have been twerking on rfk's uh fucking dick since he got
in office i think they're the first restaurant to move to like,
not like some kind of oil, seed oils or something. Yeah, beef tallow. So they're like really looking at the government and they're like, all right, we're just going to do everything that these guys
say. And obviously now accepting Bitcoin payments is kind of the next phase of this. Steak and
Shake has gone down the shitter since probably the late 90s.
Bad customer service.
There's actually been competition like Freddy's that kind of do these steak burgers.
But now they're trying to gain more momentum to kind of, you know, partner up with Tesla, partner up with Elon, partner up.
They're even talking about doing deliveries with robo taxis.
So I guess the guy that's running the social media is a big fucking Trump fan is just following whatever Trump and Elon do and try to integrate into the restaurant. So those news, I think it would be a mistake for you guys to spend
your Bitcoin on burgers. Just saying like, has that ever worked out for you guys? Pizzas on
Bitcoin? We've always looked back and said that was a, that was a major mistake. So it's good for
marketing, but I cannot see any of that actually happening. Um, saw this. This guy said, Black Mirror called.
They want their plot line back. New rules in Spain. Cash withdrawals over 3,000 euro requires
strict reporting rules to tax agencies to avoid heavy fines. So just another use case for why
cryptocurrency could take off when you have banks putting fucking withdrawal limits onto your money
what do you think people are going to do they're going to like fuck this i'm going to use put my
money into crypto and i'll just pay with my visa mastercard that has crypto rails in it i'll just
spend my crypto that way so yeah spain i don't know i don't understand i thought spain was like
lisbon they always had crypto conferences they were like they have like great um crypto regulations so
i guess the i guess the banks are like tired of it or something and trying to restrict people to
get their money out um people are saying show me the fucking the source so i don't know if it's
true or not but that guy was basically saying it's a black mirror episode and i'll post this
up because i got an article i mean not an article but it's the same thing it was a post for that right it's from spain it says notice of cash withdrawal if you wish to withdraw more than
3 000 euros you must notify the tax agency within 24 hours in advance you must also specify the
purpose of the withdrawal failure to comply with this requirement may result in fines of up to 150 000 euros
and then someone obviously you know grok is this the truth that's all we fucking know how to do no
one knows how to think anymore but uh sure enough the next answer is yes. In Spain, you must notify the tax agency at least 24 hours in advance for cash withdrawals over €3,000 and specify the purpose.
This rule aims to combat financial crimes like tax evasion and money laundering.
However, it sparked a debate. Some see it as enhancing transparency, while others argue it invades privacy and burdened citizens. Non-compliance
can lead to fines upward to 150,000 euros. And the regulation has also fueled interest in
alternatives like Bitcoin that comes with its own risks and regulatory challenges.
I mean, like I said, Lisbon has been known to be a crypto haven.
Do you think there's maybe some orchestrated thing going on in Spain to collapse the banks there
and so crypto takes off so it can compete with maybe Dubai?
I'm just trying to think of like, this is really, really convenient for that country to have banks doing this
and kind of converting people into the crypto landscape.
We've had conferences in Lisbon.
Everybody talks about it.
It was tax free before, you know, tax free crypto is tax free.
So I kind of think this might be orchestrated by some people inside the banks that are crypto native to kind of collapse the trust in the bank so people convert into more crypto rails.
And so, you know, Spain can also compete with the United States and Dubai as kind of being this, you know, crypto capital of the world kind of a geographic place, man.
I don't know. It just seems too convenient of a topic.
Right. You know, right when all this is going on, Bitcoin's going on.
Like what a perfect fucking marketing event for Bitcoin and crypto in Lisbon.
That's not even a lot of money, bro.
I mean, granted, you know, if that's a lot of money to you or where you live, it's a lot of money.
But I'm saying in reality compared to the United States, declaration amount is 10K USD, right?
I mean, typically, if you don't go over that threshold with your bank, you're not, you know, alerting anyone.
You're not even, you know, really doing nothing.
You're a nobody
and even then if you hit that 10k mark you're still probably a fucking nobody compared to
actual money and actual volume so i mean i just wonder how they plan on you know enforcing this
shit because here they have that like i said to the certain amount they try to do that with cash
app remember uh what was it more than 600 bucks or something like that too yeah
all of that you had to i mean i think that that law passed a year or two ago if you had some type
of a hobby that generated more than 600 bucks a year in like revenue or profit you now had to
admit it so it's like they've tried with just these random ass amounts but yeah i mean here
in the united states and for travel, it's typically 10k.
And then that's just interesting that there, if you want to go buy a car cash, or if you want to
buy a boat, or, you know, put a down payment, invest in with your friend, you can't even
necessarily do that, right? Because it's not like you're going to go and say, yeah, I'm going to
take my 5000 euros, and I'm going to go invest with espresso. They're not going to be like,
yeah, that's cool, bro. Thanks. No, they're going to be like, well, who's espresso? What kind of
business does he do? Does he live here? Is he going to, you know, what, what's his information?
What's the bank account? It's not as easy as just disclosing it, which I think that that's where
you start getting into, is it transparency or is it control? And that's ultimately the one thing.
Yeah. That's the one thing that they don't have with us here. Right. I mean, if you think about the regular financial system, you receive your check from your job. You go to the bank, you deposit that check. Right. And then if you go and you withdraw that money, that's as far as the government has a scope of you and your use, right? Expresso received $1,000 this week.
He put $1,000 into his account.
He withdrew $800 and $200 here for Bill.
They don't know what you spend the $800 on.
That's the issue here.
They want to know where that $800 is going.
And that's where we're headed is to more and more control
to where they know where that $800 is going.
100%. I'm totally with you at that
i mean i remember uh my uh son's baby mama well we had a daycare in our house and a lot of the
people would use uh benmo to pay her and uh once that came out they she went straight to cash so
this is affect a lot of people with those kind of taxes that 600 limit those cash uh what is it
check uh cash checking spots you know where go and they charge you an extra 25 bucks
so they could just give you cash, you know, so they could be around that.
Like people don't want to deposit shit in their account, bro.
They'll rather pay you an extra 20, 30 bucks, the fee to just keep it off of the books or
non-existent, you know?
Yep.
I totally agree with you.
And then I guess the last two things I have,
ETH is up 21% today and has surpassed BTC and Mindshare.
I think ETH pumping is just great for the whole goddamn space.
And it's giving me very similar vibes of when Stellana was at $8.
We were flooding the shit at Stellana.
And guess what?
Hated Raleigh.
I think ETH, hatedTH hated rally is going to occur
the lots of institutions are buying it it's going to be back in the limelight now with Vitalik
changing with the Peckrell upgrade and trying to get more you know you know projects leaving
Cosmos and say uh to build on layer one again and so I do think we saw a bottom with ETH and uh I
do think this is going to be a hated rally.
And ETH going up is great for everything, especially in our space.
Like En-A-T's do better.
Mogwin does better.
Pepe does better.
All the stuff that's on EVM, like Barra and Sonic, they always do better. So I think we need to be rooting for ETH to have a nice little pull push up here,
banana zone.
And it's just going to be great for just our bags in general.
So I'm rooting for it.
And then I think the last thing I like to do in these markets, when we go down bad, I like to see what's performing well. When we go up crazy, I like to see what's outperforming everything.
And guess what's outperforming everything? It's SUI. SUI outperforms the crypto market up 85%
in the market cap over the past 30 days. Second is hyper liquid and then third is say and then um forget
what the other one is i can't see that but yeah yeah suey hyper liquid and say have all been the
top performers in the past 30 days take note take note guys we've been talking about you know
hyper liquid and less people are underwater so it has more momentum it has use case we've been talking
about suey having we got uh next week too we're gonna have the uh co-founder of aika i know
yesterday we talked about them having a airdrop and that being the number one kind of nft platform
slash protocol over there on suey and a shout out to kaylor connecting the dots and you know making
it to where we can learn something.
So he talked to them and we should have the co-founder of Ika swing through next week and just give us a little bit of information and how to position ourselves to, one, get involved with the Ika airdrop and two, on Suite, right?
And utilize Suite more often.
I think it's, in my opinion, there's a lot to learn.
Like it's a totally different like language
it's movement language when they talk about mpcs and shit like what's that mean like so i do think
this space in general we need to get up to date of what's actually going on sui what you know what
are these acronyms mean what like what are layer twos called that kind of stuff so i do think there
is a learning curve there and i think when there is a learning curve there's actually um time to beat people to the punch and get the research out and
and so you guys can make better bets before everybody else learns what an npc is and and
all this other stuff i mean sui launched in the peak of a bear market it's had two or three years
to build this community you've seen the price action it's in the top 10 so the fact that we
can't ignore this anymore and we keep banging our heads like let's do new stuff what's going on over here we have
like derivatives of 20 launch pads on seoul we have all this stuff on bitcoin that no one wants to use
or there is nothing on bitcoin other than normal and then you just have fucking eth that doesn't
have anybody building on it so we need to go to new rich communities that have been built during
the bear market and try to
figure out what's what opportunities are over there and that's why i'm you know going to do
more focusing on sui uh just so we can you know obviously get up to date and be people to the
punch before they can figure it out so that's a little of the macro that's a little stuff we're
looking at we have lord up here we have evan up here what up lord what up brother thanks for
coming up how are you man i'll be jbj i'm bullish bro at that part spanks and is crazy like i feel like uh
we've been talking about this for a minute bro just like how banks are gonna just adopt this
and like a couple people were like pushing back on me and i'm like bro like i honestly think it's
good i think it's like bad also because like the banks um but like i for instance like i've tried
to bring people into crypto before they just won't do it like it doesn't even matter if it's like moon pay or all these other avenues
they just like don't trust it so like this bank thing to me is just like all right at least it's
like a level of trust that people will have you know like once you have like them adopting stables
i'm sure you're gonna be able to custody bitcoin in your bank shit like that so i don't know i'm
bullish long termterm on it,
but,
and just for like overall perspective,
especially for this bull run,
right?
Like it's going to give a lot of people a lot of trust.
And then,
yeah,
Sam Altman also recently was on the eighth.
He was like talking to the Senate and he's like going crazy,
dude,
saying the same shit.
Like we got to mog China at AI.
Like we can,
we got to like not over-regulate and stuff like that.
So I'm pretty bullish where we're
going i think you're right we're gonna see like a pullback right um which is fine but i'm hyper
bullish that part bro banks is always early oh what's up evan dude he's early i don't know which
banks you're talking about but every time about phase are we talking about regular banks
i know but phase back yeah didn't he say he was done with anything but bitcoin and then started instagramming his
fucking games or some shit he thinks we're stupid bro he's like okay guy i'm not i'm not trading on
my sidewall it's my guy okay uh what up evan yo yo yeah it's interesting i listened to y'all talk
especially about like meta just getting back into crypto again after they shifted
away it's interesting because uh you know google is facing the monopoly kind of stuff facebook is
facing it where they might lose instagram and whatsapp and things like that so it's going to
be i feel like it's going to be like how we have all these different platforms with on crypto with
like abstract and you know ape chain like all that it'll be like how we have all these different platforms on crypto with like abstract and, you know, ApeChain, like all that.
It'll be interesting to see.
Honestly, it'll probably be good for crypto if like all these companies get broken up and they can start like doing their own thing.
Probably have a little bit more freedom, I would think.
I don't know.
Yeah, I kind of agree with you.
I want to see like obviously competition breeds innovation.
And so you saw that with Ethereum,
like Vitalik had to convert to what he's doing right now because of Solana.
So the more people that are in here
and we have big money in here,
like Zuckerberg and Sam Altman,
all these motherfuckers
have some kind of cryptocurrency exposure.
Elon, you know, the better this space is going to be
and more people are going to be able to,
you know, bring great ideas.
I think the one thing that we've been lacking
is these big minds actually participate in this space. And now you're starting to see all these big
motherfuckers that have a lot of money trying to position themselves. And you'll definitely see
an uplift of the space of better products and things that maybe are less, more use case and
less speculative, which we love speculation. We love making money, but I think maybe this space
will have to make our big monies in kind of the speculative assets like NFTs and meme coins.
But I think, you know, the next big projects
are all going to be actually use case things
and things that people actually use,
which aren't going to bring 100,000 Xs,
but that's actually going to create crypto adoption
around the world.
So I'm actually bullish on that.
And that makes me kind of run into this next thing
with Rumble.
You guys all know Rumble kind of came out during the censorship phase, during YouTube back in the day.
They wouldn't let people talk about what they want.
And Rumble basically was a video platform that would let people talk about whatever they fucking want.
And Chris Pawlowski, the Rumble, he posted this on the 28th.
He says, the Rumble wallet is one of the most ambitious projects we've ever taken, and I believe it will revolutionize the creator economy. This is Rumble plus Tether partnership
coming later this year. And then yesterday, he says Rumble wallet in partnership with Tether
will directly compete with Coinbase. Our goal is to become the most prominent non-custodial
Bitcoin and stablecoin wallet powered by the creator economy coming in Q3 this year. So I know that he's purchased a bunch of Bitcoin recently, and I think he's part of the Trump administration at some point.
I think he might be some kind of advisor or maybe he's a donor.
But yeah, we have Rumble Wallet coming out of the woodwork and saying that it wants to compete with the Coinbase wallet.
So we'll see where that goes.
And maybe, you know, a lot of those people on Rumble that are video creators, maybe they get their first Bitcoin exposure by integrating this wallet into the video platform.
I know we've been waiting for that for YouTube and X for a while, but this guy has already kind of integrated that into Rumble, which has a massive, I know a lot of people talk about it, but it has a massive content creator community over there that talks about everything, dude, from, you know, right-wing politics, the conspiracy theories, the flat earth, even to some left-wing people over there. So it's good to
kind of see that option for people to actually get paid in Bitcoin. And then obviously, we just
talked about the Coinbase wallet. The new internet is on chain and social. Get the first look at a
feed inside the new Coinbase wallet. So it looks like Coinbase is integrating some social feed
into their wallet, which we all remember
the Coinbase NFT marketplace was going to have
some kind of social engagement kind of Instagram
kind of like social feed on their marketplace.
So it looks like they're taking that
and trying to integrate it into the wallet itself,
which kind of makes me think of what Abstract's kind of doing
and what WorldCoin is trying to do and what WhatsApp's trying trying to do so you're seeing these wallets um like i said i feel like
the wallets are like i've always the wallet is the marketplace is the place bro like the i've
always like when we talk about onboarding i'm like all these wallets are gonna have ai the wallet is
where everything happens so if the the closer and closer you can get it familiar to what people are used to, like Instagram,
and have these things inside the app that help people onboard, I think that makes it
just a better experience in general.
And then we always worry about people getting hacked.
And a lot of these wallets are integrating features that give you prompts if you're doing
things or you're
getting hacked. So I really think the upgrade of the wallets are going to be really great for
onboarding the new class of people whenever they get here. So they don't feel like they're getting
scammed and they don't feel like they're getting rugged instantly. And you're kind of seeing
like Coinbase and Rumble and a lot of these wallets trying to do that right now and kind of
waiting and building it. And then they're going to come and then they're going to have these nice these rails and these ways to
kind of integrate them into the space without having to learn from someone on twitter that
possibly has bad intentions and wants to pump their back so this is all good this is all good
what up cas what up brother thanks for coming up how we doing bro kind of pissed all these uh web
two giants are coming in i'm trying to scam people
and take their money you know like how how else am i supposed to get exit liquidity like i feel
you brother yeah i was always thinking like who's gonna teach the new people it's like we're gonna
teach the new people we're probably gonna dump our bags on them but now with ai coming uh i think
they're probably going to be listening to the those people instead of us now bro so how are we
gonna dump our bags on these guys it's's going to be hard. Maybe we can
convince the AI to talk
about our bags or something.
I don't know.
Congratulations on the Hypeos.
Flip my ladies. GG's.
Let's go.
I think
the Hypeos and Hyperliquid
just has a longer
narrative to play out.
Just one of those projects and areas I'm very kind of bullish on.
But the reason I'm bullish on it is because I just don't really believe in the fucking, you know, onboarding the normies kind of narrative anymore.
Like I was really a part of helping to onboard people so i understand what it looks like
when you try to teach someone from like zero to a hundred like you're technically on chain
using a consumer product etc whatever um and yeah like most people are just aren't like a hundred
percent ready for it and that's why i think like if you start to just dive into what really works with crypto,
that's just where the real winners are.
Well, it's no surprise that Hyperliquid is doing so well.
It's actually a product people use.
There's tons of onboarding.
People are doing all their leverage trading on Hyperliquid.
So it makes sense that this product is doing well
because people are actually using the platform.
I would say that would be like wall trading or manipulated if no one was using it.
But all the data suggests that majority of the leverage trading is being done on Hyperliquid.
I mean, Axiom is one of the leading trading web apps in all the space.
And they have Hyperliquid rails inside that web app.
And why do you think it's the top leading fucking web app?
It's because it has perpetual trades in it.
It's the only one that does.
So having any kind of integration with Hyperliquid in your web apps
has actually like boosted your TVL up and actually use up.
So if you're not leveraged trading on Hyperliquid,
obviously you're doing something.
I know they have multiple seasons to go for their airdrop.
And I've kind of like told you guys about Lighter recently of kind of like,
hey, it's not going to be the next Hyperliquid,
but there's a massive incentive to go over there. But I think using these platforms and maybe,
you know, creating some Delta neutral trading strategies on them and farming something like
lighter on top of farming, something like hyper liquid, we will be beneficial with airdrops in
the next, I'd say 26 weeks or so. So if you guys don't know what Delta neutral is, it's like taking a long out on
Ethereum on Hyperliquid and then shorting it on lighter. And so like you won't lose money because
you have positions open long and short. And then on lighter, the fact that you have an open position
open for a long period of time, you accumulate those points and those points will be distributed
to you every Wednesday. So that's kind of how I'm kind of doing these trading platforms.
I'm not trying to use just one.
I'm trying to create delta nutrient positions on each of them so I can kind of farm the points and where I'm not losing money either.
And trying to, you know, get as many of these points before these kind of campaigns in.
So, yeah, man.
So I don't know.
What's next for a hype yo, bro?
I mean, are we getting another airdrop soon
like i think that's one of the big catalysts is why you know a lot of it's getting a lot of
momentum you guys been cooking on these airdrops on hyperliquid is there anything that we're missing
i'm not in the weeds i'm not in the community i kind of rely on you guys to keep us updated is
there any speculation or anything coming up for hypeos that people need to be you know concerned
about or maybe you're looking at i think like airdrops is one of those things you just don't want to even like expect it you you
just kind of operate and if you're really bullish on like hyper liquid and hyper is i think just
actually having one and then using chains like protocols like that's the way to go so like
hyperland for example has like boosted points.
If you're holding a Hypo and you, you use their like lending protocol or HyperSwap as well. Like there's a lot of protocols that like, you'll just notice they have incentives for people who hold
Hypo's and that's the, you know, the end game. If you're really like about trying to farm Hyperliquid,
you're almost stacking like multiple potential
areas to win where you have these protocols then you also have the main like hype airdrop and then
you know the hype goes like it's just we've seen what like pudgy penguins and board apes and other
groups can do so if you're the the biggest loudest group that helps like push the brand that's what's
gonna kind of draw others to help support as well and brand that's what's gonna kind of draw
others to help support as well and it's all it's all kind of coming together so
it's cool to see just you know trying not to get ahead of myself I know we got
a lot more bullish stuff to come I mean the one thing I would say that I wish
happened with Hypeyos is if it wasn't a m'lady drift I think that your community
could have could have done the same thing if it was something different looking and i think it would
just think like i i think it's really hard for new users to understand what these all these
mladies are bro it's like it's kind of like last cycle everything was an ape and now everything is
a mladie drift i think you guys could have done your own art and and could have been just as
successful in my opinion bro so i think it just kind of creates confusion if people want to get involved and they're looking at your pfp as a marketing like
okay i'll just go buy retardio or i'll go buy milady and people maybe will confuse a hypio or
something with it so that's the only thing i wish it was just different art but you guys are killing
it bro i can't be i can't you know nitpick too much right so here's the thing i wasn't even like
deep into milady's or remilia stuff um and this was one of
those communities i just saw based on like the people that that i've been following in the space
for a while that have done well you know everybody from like board ape holders to
perps traders punk holders like there's a there's a lot of smart people who are in early and it just
yeah with like the hyper liquid ties it made so much sense and then the way
community formed so i think like the milady stuff actually was perfect because it is like
the culture of this cycle so it kind of really does like work in its own way and milady culture
is a little bit confusing like you're not supposed to understand like and i think it kind of works
with like just crypto in general and hyper liquid like when you get the ethos of what the hyper liquid team did of like how it's very just free like
kind of nobody no kols are paid there's no like like i'm not paid by the fucking hypo team to
shill shit like i just know that this is gonna be beneficial for me being a part of this community when this shit is like
the biggest thing that's happened in crypto again so like i don't know uh i think there's just like
so much that pointed into like you should jump jump into it for me at least and
yeah it's been a it's been a fun few months learned a lot too there's a lot of fucking
super smart traders in that group.
Yeah, that's what's up, dude.
I mean, what's going to be the fucking IP of the next cycle, dude?
Is it we're just going to continue with the M'Lady's Rift for here on out, guy?
Like, what's going to be what everybody's going to change their profile picture to next cycle, dude?
I guess we got to find that.
That's where the million dollar question is, right?
Because, like, don't you think M'Lady's eventually gets cringe enough just like Apes are cringe right now if this continues like it's all it's all it's like a it's like a
club right like everybody goes to the club and then when everybody's in the club's like oh let's
go find the new hot trendy club so just got curious if we're going to continue this m'lady
thing i would guess in like three or four years people are like oh m'lady's i'll fucking cringe
bro like so i'm just trying to figure out what's going to be the next ip for this for next cycle
dude i guess it's m'lady's forever bro it's whatever i'm fine with it i'm
fine with it what up tig puppets uh maybe maybe yeah maybe good i mean is it puppets a derivative
of milady's bro i mean come on it's crazy i would say board apes mainly or ocm it kind of looks like
an ocm but retarded i mean it's like mic paint bullshit. I don't know. I guess you're right.
What up, Tig? My bad.
No, you're all good. What I was going to say as well,
War Daddy Capital had a good point this morning
as well. He said that you're also going to
see a liquidity event
when once you're able to lend out
these HypeOs for Hype
and all that, people are going to be able
to get that liquidity without having to
sell their thing.
It kind of, he referenced how it happened with the Apes as well, where you saw that
injection, just kind of see them pump because so many people were lending out, you know,
their Apes for ETH and all that stuff.
As soon as that happens, I was about to say, you also have an example of that too on Bitcoin,
right?
I mean, that's how a lot of the runes and stuff were taking off is
because liquidium was peak season one and a lot of people were able i mean i was taking loans on
my own b's for billy and shit like that so yeah definitely does play a big factor into that
initial boom or the not initial but like let's just say a week after boom kind of thing a little
bit after yeah and it's he also referenced like it's a good thing and a bad thing because obviously there were multiple platforms and protocols that you could do it in
but then like once blur came it was so heavily incentivized that the people that were actually
using it were just farmers and then they really didn't really care about the price action or the
community so you know it definitely is a two-edged double-edged sword so but i think once you kind of
see that you'll see these uh high heels even way. The airdrops are cool and all that.
You know, obviously a lot of teams are just trying to leverage the high field community for their airdrops, which doesn't really work out.
Like I think we've got like three garbage ass airdrops to holders just because people are trying to launch these scams.
So definitely if you are holding high fields, obviously, you know, the airdrops are nice, but not all of them are going to work out.
They're not going to be like, all right, buddy or rub, you know, the address are nice, but not all of them are going to work out. They're not going to be like, all right, buddy, or rub, you know.
I made it come up here because I don't know if you guys were talking about,
have you guys talked about the Arena Dex launch the last couple days?
I brought it up.
I was just going to ask you that, too.
I was like, you've always told me to get on Arena.
You've been one of the biggest people that have vouched for this since the fucking beginning.
I brought it up last week.
I guess it was two, three days ago when they launched their launch pad and their deck swap.
Just give us the TLDRM, bro.
It originally started off what transpired was originally was created by a community where you could see basically it was the terminal of all the ticket sales and all that stuff.
You could easily just go in there, buy and sell tickets.
And it was just like basically a feed of what it was.
And they basically turned that into an arena.trade now, which shows tokens and tickets.
And with that, within that, that created the launch pad.
So now creators can launch tokens, communities can launch tokens.
And the first token that was actually launched, excuse me that migrated was integrity dow and integrity dow i think hit like a high of
like 10 million or some this morning or 11 million um when it was sitting at like 200k for like two
days since it launched the cool thing about this is kind of it's kind of the same system they had
before where if you recall like cat cat basically was launched and
was born within the arena and a lot of people in the arena got whitelist uh which by the way cat
is like 3x off the lows very quietly no one's even fucking talking about it um so the cool thing
about that was if you were in the arena if you staked arena if you were an arena champion you
got all the airdrops for wink and all the all the different pre-sales right so if you were an arena champion, you got all the airdrops for Wink and all the different pre-sales, right?
So if you're a champion,
still, they're doing the same thing,
the flywheel,
where if you're staking,
you're a champion,
you're getting airdrops allocations
of these migrated tokens.
So if you stake,
if you're a champion,
people got airdrop for Integrity DAO
and all that stuff.
You can also tip people.
So like if you,
you have to hold a certain amount of tokens to enter the communities within the arena, um you can also tip people so like if you if you you have to hold
a certain amount of tokens to enter the communities within the arena but you guys will tip people uh
any token that's on there that you buy so it's pretty cool you've seen this little ecosystem
kind of being built up again um the arena's cooking man i feel like there's definitely
opportunities in there which now they have streaming as well you've seen people that are
making a decent amount of tips and all that if you're willing to you know just do something cool in there but i think this launch
pad is something to keep an eye on just because there's going to be runners that are coming out
from here i think for the most part integrity does the main one right now i think everything
else basically sitting around like 200k uh 150k but you could see uh certain people buying it up
um kaleo was pushing Integrity Dow as well.
He probably has a pretty nice bag.
But just something to keep you guys eye on if you guys are fucking with the arena or not.
Because it's definitely, I think, you know, we had that meme season happen with pre-sale.
Kind of died off after everything that happened.
Especially the last one with Boy kind of being a rug.
But I think that we just, if you're interested, keep an eye on the launch pad.
Because there's definitely going to be some things coming out of there i mean i think the arena is if you're
trying to get exposure to avax is probably the number one protocol you need to be on to get all
this stuff i mean tig like give us a breakdown of all the stuff that people in arena that have
used that have gotten you guys got no chill you got kept pre-sale did you get wink pre-sale too
like you got so much shit for and like a lot of people like fade it.
And I think that's why it does so well,
because there's a lot of buyers on the other side.
Like once everybody's crowded into a trade,
it's like who's left to buy.
And then you have AVAX that like,
and the arena continues to reward its holders.
And there's a lot of people on the other side
are willing to buy those coins
whenever they start going parabolic, dude.
Yeah. And the thing is like, once you're a champion,
you kind of have to, you have to hold a certain amount to stay there
because people could bump you out of the leaderboard, you know?
So that's almost a flywheel for people to keep buying Arena and staking it.
I think Arena was up, like, 10%, 12% yesterday.
I haven't checked it today.
But Arena is basically the hub for these communities
that were kind of born in AVEX.
Like Nochilios, that's basically their hub. And Nochilios were kind of born in avax like no chileos that's basically what they did that's their hub they and no chileos no chileos are kind of the
face of the arena i feel like they're like the biggest community out there and the loudest
community um and like we just spoke about you know like you know this milady the ribs and all that
they kind of stem from that branch as well so you're kind of seeing it you know there that
that ecosystem kind of you know merge into every every chain uh but yeah man
like the arena just i think it's just very tight-knit communities that are born from there
and you're seeing you know things come out like cat and all this stuff because the builders from
there are kind of launching this and that's where you that's why i first heard of cat was in the
arena i saw someone mention it someone retweeted something about it i looked into it i didn't get
pre-sale but i bought it when it was like two like five million or something i forgot what market
capital was that uh but i didn't get pre-sale but i bought it when it was like two like five million or something i forgot what market capital was at uh but i didn't get pre-sale for anything else but
you know that's kind of where all these things were born from and build out of so yeah if you're
interested in avax if you're holding avax i think you're leveraging avax being in the arena could
help uh for just for these different opportunities that you can kind of just you know stack more avax
if you if you like the dorito chain what is the the NFT over there? I saw Sprisk bought Steady.
I guess it's like a human kind of PFP.
Is there like an emerging NFT over on AVAX?
I know it just got integrated into Magic Eden.
So I'm just trying to figure out,
is there like a Hypeo that we need to be,
you know, maybe a new up emerging NFT
that we need to be looking at over at AVAX?
I haven't had-
Did you say the Nochilios, right?
Yeah, Nochilios.
I mean, I had Nochilios and they fucking like, they fucking like they ripped like i think like it was like two months ago something
right when it pre-sale pre-sale was the meta was like cooking over there they they did like a
fucking 10x like in a week or some shit it was crazy uh but i mostly just only hold no chilios
i don't i admit to this stuff uh on there but i don't really keep up with the entities on on abex
it's mostly just you know uh the arena and all that stuff because i find i don't really keep up with the entities on on avax it's mostly just you know
the arena and all that stuff because i find i just find that more interesting uh but you but the same
thing like all those communities are within the arena as well so they all have their own little
like chat rooms and all that shit you could be in and that's basically where everybody merges and
converges and and they have the live spaces which like dude like their spaces hold like 300 500
people easily every time.
And it's also incentivized, you know, because you get tipped.
Like the host could tip listeners as well, not just like the listeners tipping the host.
So, you know, it works both ways.
So it's definitely incentivized to be on there and be on those community calls or whatever.
It's just a lot to kind of go through.
But if you're on there, definitely just check it out.
I feel like there's definitely opportunities that could definitely stem from there yeah i mean you
said you got into five million a cat so it's like if you are trying to get to to find the pulse of
avax and the upcoming things obviously the arena is where it fucking happens so you are looking for
uh arena alpha or avax alpha that's probably where you need to be hanging out so yes for bringing
that up bro yeah for sure and uh hyper liquid hyper liquid hypo go ahead cast i actually got
an avax question for tig uh i get access to the pre-sale from the dtr xbt group for
that like ava on avax projects wanted to see what you you thought
ava on avax projects wanted to see what you you thought uh yeah i know i know ghost is behind that
um my my my opinions on goals are kind of 50 50 just because uh he was just kind of shitting on
people about launching multiple projects after not finishing like the first project but he went ahead
and did the exact same thing uh so i don't know it's a little bit hypocritical
about him but i mean the guy ships shit people follow him uh stuff that he's in you know does
well for a while until it doesn't like everything else but yeah i mean dx dxbt whatever the fuck
is called is up too but i mean all that virtual stuff is up you know the whole ecosystem is up
only right now so this doesn't it's not a shocker but yeah the the effects thing i don't know i mean all that virtual stuff is up you know the whole ecosystem is up only right now so
this doesn't it's not a shocker but yeah the the effects thing i don't know i mean if you got in
you're probably gonna do well i'm bullish on it but yeah as far as as far about i'm not in this
i don't really have any any other uh opinion besides that so all that is like pretty getting
pretty hyped like lately so thank you but yeah it's just weird to
me like he was like shitting on people uh especially like on t-mock like t-mock who's
the founder from kari one of the probably most upstanding people we have in the space
shitting on him about i forgot what the fuck it was and he was talking about like oh because
i don't know something about founders and all this shit you know having too many projects all
this bullshit and then he literally went and launched another thing. So I don't know.
It's just dumb.
People in the space are dumb.
Yep.
People in the space are dumb.
Apex has been cooking really heavy too because of MapleStory, bro.
I mean, the amount of new wallets that are coming in and just utilizing that,
they're starting to move money on chain as well.
I don't know if you noticed that, but I'll pin this up to the top.
They've already moved 12 million plus, a little bit over 12 and a half million NXPC onto the Avalanche mainnet, right?
And so TGE, as I told you guys, would be before the game actually went live, which would be the 15th.
So just something to keep in mind is that they're already preparing for it while it's already getting set up.
We told you guys that you guys could pre-download the game and also set up your subnets.
So please, please, please, if you'd like to participate and get ready for this, please do so.
and get ready for this, please do so.
I'm going to post everything up to the top.
It's the full RPC of the actual subnet,
as well as the information to where you can go and download the game.
Chief, and there's been 857,000 mints of that MapleStory on OpenSea.
If you haven't done that, it's probably worth just minting it.
If you have some A-backs, it's one per wallet, so you can't really buy it.
But, yeah, if you have some A-back on there, it's probably just just minting it if you have some A-backs. It's one per wallet, so you can't really buy it. But yeah, if you have some A-back on there, it's probably just worth minting it. It's worth even doing multiple wallets. I'll tell you that. Yeah, for sure. I mean, that's what I was
trying to understand. It's like, I mean, dude, MapleStore has been around since 2004. They have
millions of actual daily active users, right? It's across four different continents and i mean has been running for 20 plus
years so it's like this isn't a web 3 company that's trying to launch a game no this is a web
2 company who decided to just include blockchain mechanics inside so i don't even think that we've
seen the level of demand for the game itself uh right i mean ideally it is a convert over you like you can't bring your
character from the regular game into this new one so people will have to opt in to this right but
they've already done this with maple story twice before changing the actual core loop from like
the big bang etc but anyway uh it'll be very interesting to see as more and more people start
to play the game that I don't
even think we've seen a glimpse of what actual gamers enjoying something is. Yeah, for sure.
I appreciate you guys. I'm gonna get off, but I'll speak to y'all later, man. Appreciate you, Tig.
Love you, Tig. I mean, who would have thought that we would have got a American Pope from Chicago
before the Chicago Bears had a quarterback throw for 4,000 yards in the history of the team's franchise?
It's kind of crazy.
And I bet you guys got a rug trying to figure out what meme coin to get in.
We saw this during the presidential election cycle where everybody's creating meme coins about the president and all of them went to fucking zero.
about the president and all of them went to fucking zero and that's the kind of the rise
And that's kind of the rise of polymarket.
of polymarket and i think that we need to start kind of i mean if we continue to do this meme
question it's fine dude like it's going to pvp out for forever if you're just going to lose their
fucking ass i think there just needs i think polymarket is the answer that we're looking for
of trying to bet on speculative things and actually getting rewarded for the bet like you
could have bet that trump was going to win the election and Trump went to zero. But who can I talk to in order to make my poly market bet?
No one. That's the biggest difference here. I can't go be like, yo, Dobbins, make Trump win.
Yo, Cass, convince yourself that this has legs and then you can convince one, right? I mean, I think that
that's the biggest issue with Polymarket is that it feels like it's out of your hands
and potentially with shitters, you can go and evangelize and try to get some conversions or,
hey, look at where it can go. And you can make up a story to fit it, bro. I think that that's
the only thing that with Polymarket, you can't. There's no one to help make that happen.
Even if other people believe with you, you're still subjective to, you know what I'm saying, the result.
I mean, this guy spent $1,000 and bet the right Pope.
He made $64,000.
I mean, did anybody make $1,000 to $64,000 on any of these meme coins yesterday?
The motherfucker that sniped it?
That's it?
I was saying it's like, I think there was like 138 popes that were, you know, possibly going to get nominated.
But like, I don't know, you could spread your bet.
If you just put $100 on 10 of these, you would have made, what, $6,000 or something?
So I'm just saying like, just to kind of put this in your mind,
you can leverage trade, you can meme coin,
but just think that you could also put a bet on Polymarket
and actually be right on something
and actually make money off of it.
Like I did that with sperm game, sperm racing.
Like obviously you could have gotten into the meme coin,
but it went to zero before the event that happened
was buy the rumor, sell the news.
But I bet on the right person and i made more money uh betting on the right sperm racer than i actually did on the fucking meme coin so it's just like put it in your head that if you do have
an edge or you're like focused on things you can actually win money and save it and like actually
convert it into actually a winning instead of getting by the
right yeah just like anything else right yeah well i guess the thing about it is like unless
you get full flat on rug i think that the hope is that even if i choose a bad shitter i can
potentially try to sell it for a 50 loss or a 60 you know, I think that would be the only thing that would kind
of just be lingering behind is if I lose, I lose.
So if you're sure of it, and like you said, like you're just betting to be sure, I think
that that's a no brainer.
But I think ultimately that's the fear that people have is, well, what if I'm wrong?
I can't go over there.
Like the minute you're wrong, you're wrong, right?
As soon as there's a winner, the other side of it literally goes to zero.
And so that's what the issue is.
It's like, damn, if it goes to zero, there's no way to save yourself, you know?
So just a different game.
It's a different game.
You know, it's a completely different style of speculating.
And it's just, which one do you prefer?
I just keep forgetting that, you know know you could do this stuff on these
platforms and it's like people are making money over there like you do say you could go to zero
quicker but i mean say you're in a coin that you're pvp'd uh you're not staring at the chart
you go take a piss it went to zero and what do you got like a 30 cents left yeah it didn't go
to zero but what you got a dollar like that's just as bad and you hadn't made the right trade
and shit it's like damn dude i knew this was going to be the one and it was by the river sell the news i went there go take a piss
and now it's at three dollars when i was at when it was at three hundred dollars so like just because
it's at three dollars just makes it feel like it's zero anyways like that's dust for me so
that's a little bit i just wanted to throw that out there that's a crazy fucking trade
thousand dollars is sixty four thousand dollars i'm betting on the right pope i'm first american
pope dude that's fucking crazy i guess i don't know if Trump had anything to do with that,
but that's crazy.
I'm pretty sure those were the worst odds, too,
because it's never had one.
You know, so, like, that's obviously why he got super paid out,
because odds were probably super horrible for the American guy.
Did you get, go ahead.
Oh, I was just going to say Shape is doing an airdrop.
So, for anybody that participated and that's been around,
I would say a little bit over a year and a half.
If you were here through the open edition meta,
Manifold was your go-to spot, right?
When that first came out, it made it very easy for artists to launch,
drop additions, drop burn mechanisms, just have fun.
Well, it says, did you mint on Manifold L1?
Have you minted uh with manifold on shape
if so you're eligible for the shape airdrop you can claim down below i don't know how many people
did that right i just know that obviously we had a bunch of artists meta craze and there was a time
where you could make money we also have a lot of artists in the community that go and experiment new chains.
So go see if you get some burgers or whatever it is for your airdrop for shape.
Just talking about that too, bro.
I got the doodle shit just on my phone.
I was about to ask you.
It was $9.
Burgers, baby.
$9 is what I was able to get out of that shit.
I sold it already, but it was $9.
I don't even think I got mine, dude. I was like was like what the fuck i looked at it and i was like it's
at a hundred million dollars and a chair to you okay yeah i went to no yeah i was gonna say check
if it's been airdropped to you because i went this morning when doodle when dude went live or
whatever and checked my seeker wallet and nothing it said i get no allocation literally right now
on the show i just got a little ping from the the wallet saying got like a thousand dude so it was roughly
about nine dollars when i sold it ah man i don't know about i don't know about selling at this
price i mean guys let's not get into this fucking engagement farming thing we're like oh look at
doodles is that 0.9?
Like of course.
And with the point nine,
the only reason it was propped up because there was a fucking airdrop.
So like,
you guys are all like fucking smashing the doodles community because the
price went down.
Like,
of course,
that's what happens after the fucking,
like after you get the airdrop,
everybody,
everybody that was speculating on this,
it fucking leaves it,
dude.
So let's fucking calm down.
Like these,
there's still people in the community.
There's still people holding those. it's the people that bought at whatever
price it currently was in order to receive the airdrop that got screwed you know and i mean
that's how it always is very rarely can you come in at the very last minute and just big bank take
little bank and just still get rewarded and taking care of the same exact way, right?
Because look at the margins that they have to make up for you to come out in the green.
And imagine the people that have been there since day one.
And they cooked 50x on top of that.
So that's the thing about it, too.
It's, I mean, what did you expect, right?
If you bought a doodle at two or three eve then i mean we've been talking
about this airdrop since the first run-up to 70 six months ago you know so i don't know
yeah i'm with you dude all the info up top if anybody's interested and if you have a doodle
if you haven't claimed or you just want more information, official contract address.
And this is the doodles page.
I mean, Japan has been cooking lately,
especially on like NFTs and stuff recently.
And I kind of passed up the Mori,
whatever the Mori essay thing,
whatever you ever say it,
just because I didn't think anybody gave a fuck about it,
but it's obviously outperformed the whole market.
There's kind of a new myth that's coming out
called Tokyo Games Foundation. The future of Web3 Gaming, the hub of AAA game
partnership shaping the gaming economy. They have a little post here of their mint schedule.
TCG VIP card mint goes live May 15th at 2 p.m. UTC exclusively on OpenSea. Get ready to unlock the Japan AAA gaming ecosystem.
Supply is going to be 500, low supply, 0.1 ETH, and it's on ETH,
and it's going to have OpenSea as kind of a place to kind of get some exposure.
Just doing a little bit on it.
It's another project from Japan and managed by Dwayne Corp team.
Who are they? Let's see where they are.
Web3 Global Consulting and Marketing Company based in Japan, providing the best quality projects from Japan.
So apparently this corporation only markets actually legit fuckers.
And obviously if they're launching an OpenSea, it probably has some legitness to it.
But focusing on gaming initially, going for a Genesis of 500
supply launch, they have a TCG token airdrop for holders at a later date. So yeah, they look like
they have, you know, great partnerships, going to have OpenSea to get exposure. And then they have
the carrot at the end of the stick, saying that they're going to do an airdrop of a token for
holders in the future. So small supply, 500.1.
I can see, you know, I can see this minting out.
And I could possibly, you know, we'll probably see looking at this
and maybe a 0.2, 0.3 floor price before the airdrop.
And maybe it goes back down to mint price.
But, you know, obviously there's going to be people that got whitelists for this
that are going to be shilling it.
You know, NFT influencers are going to be shilling it.
Just wanted to put this on your radar as something to kind of look at next week
and possibly by secondary knowing that there's possibly some kind of a reward coming to like an airdrop coming to him.
Look, I'm going to post this up top.
I mean, this is new too.
On top of your dude airdrop that went so well today, apparently Doodles is expanding again.
Meet the Doopies.
The Doodleverse is populated by a strange and wonderful creature of all sorts.
Perhaps the most lovable in this world, the world's Densians, are the Doopies.
Through Doopies come in all shapes and sizes.
They can be identified by their desire to bond with a real friend
and occasionally an insatiable appetite for joy goo.
So apparently another new collection of companions slash pets are coming to doodle.
I mean, if that wasn't already confusing enough to get your shit off of the doodle verse
and the clay land and all that well dream state just got bigger so pinned up top if y'all are
interested if you have some doodles and you want to figure out what you need to do it seems like
this is just now breaking um but yeah i mean ggs to ip what do we think what do we think is this
going to be like something with the DreamNet thing?
Do you think this is on Ethereum?
Do you think this is like going to be on SUI?
Like, what are we speculating here?
Do you think that you can only mint this in Dude?
Is this going to be like a, like a, like the bring instant utility to the token?
I would imagine that Dude would probably be the currency that you'd have to mint in.
So I guess it would be on Solana then.
Because isn't Dude on Solana?
I'm just trying to, you know,
obviously I'm speculating here.
Yeah, dude is on Solana.
I mean, I guess they could bridge it.
I know they have a partner.
Don't they have like some kind of,
I know they had like,
they moved from flow to base too.
So maybe it's on base.
I don't know, man.
But yeah, this is interesting. interesting i mean like they just keep
growing like what the fuck stop that's what nft collections do bro that's what it does that's what
ip collections do which is crazy to me because when i think of ip i think of like one character
maybe five maybe like the gang like a group of homies you know i don't think of
50 000 individual personalities that all look the fucking same i mean that's just not me right
so i don't know i i think this is a little harder but ggs uh go ahead i mean yeah go ahead on my
bad what's up brother all good all good all i want to tell you is don't worry. I won't throw out and do this.
I said...
Brother, massive, massive fucking feedback on your side, bro.
I don't know if you're on...
Are you in the shower, maybe?
Are you in the shower?
Are you in the shower, bro?
That's how bad it sounds, Unc.
It sounds really bad.
I don't know if you need to go to another spot, but it was hurting my ears.
It was like a static TV was blurring in my ear, my guy.
Try it again. Try it again.
Try it again. If you're in the shower,
that's what it is, though, because it does sound like there's loud shit in the background.
Are you going to try it again, Unc?
He's probably in the shower. He's naked.
All right, bro.
He probably still thinks he's talking
is probably what he thinks. He thinks he's not
muted. He's playing with his doodle.
He's playing with his doody.
Yeah, bro.
I mean, this DreamNet thing kind of seems like a universe, right?
And, like, I kind of think of it like the Simpsons, right?
Where you do have a lot of characters and stuff that you need to, you know,
like everybody kind of has the yellow skin,
but everybody has their own unique look.
They have, have like aliens in
there they have dogs they have all kinds of stuff so i can see you know if you're going to create a
universe you need multiple characters and stuff yeah but you even then what how many people are
in the simpsons 20 people bro 20 people are all through spring no dude there's like thousands of
ip in there dude you have crusty the clown you have psycho bob there's like no 10 there's like
i would say max oh my individual characters that actually
important the rest may fud this guy dude you can name 20 yes i said gbt i don't think there's 20
significant characters in the simpsons bro that have their own arcs and character lines
oh my god dude all right all right bro go ahead unc is there more than 20 characters in the simpsons bro
how about now how do i sound okay you sound great all right good i was just playing with my doodles
sorry i didn't hear you guys before uh i think there's about 20 because you could do mo sislak
you could do bart you could do flanders thereers, there's enough. There's definitely 20. Everyone has, you could do
who's that beer guy,
Duckman, there's enough.
60 characters that are
roughly primary that have
a decent amount of screen time.
60 to 70.
Yeah, radioactive man, there's enough.
Are you running a victory lap now?
Because there's 60 when you said there's 20?
Is that close enough to your prediction, bro?
No, my point is that there's not thousands.
There's comic book men.
There's a lot that have their own storyline.
That's all I'm trying to say.
There's not thousands.
There is thousands of doodles assets.
There's thousands of all these other IP assets that we're doing on this side.
That's a lot to keep up, bro.
I mean, I just asked them they said
in the simpsons features over 600 characters across 36 seasons so where are you getting 60 at
600 significant characters significant characters there's a million characters in every cartoon bro
i mean a cameo doesn't count as a significant character well if you're going to add an ip
into a universe not all
of them are going to be significant but you have to add them some way so why not fucking mint them
i guess or you could just throw them in there but every if you're it's an on-chain universe then
everybody should have an nft for each of the ip so if you're not an important character then you're
just a grub you should value it you'd be zero it's probably one dollar and then maybe if you can
create some kind of ip or some fucking builder on it then maybe the value goes up but if you're creating an on-chain
universe every character needs to have nft like i'm just saying like you can't have a one character
over there on the side that it can't be it just doesn't make sense if you're creating a dream net
where everything's on chain every character has an nft attached to it and some of them are going
to be irrelevant and some of them are going to actually have value but you know it's going to take time to and build
the story for them i mean in the simpsons there's arcs and certain series in simpsons where one
character like crusty is in six episodes well if dreamnet comes out with something where there's
six episodes maybe the value of the nt goes up and then it goes down when the new season comes
out and then there's a new character that's featured.
So if you're trying to create an IP, all IP, all on chain, every character needs an NFT attached to it.
And yeah, a lot of them are going to be zero.
But maybe once it gets featured and gets more attention, maybe the value of that goes up.
And maybe that's some kind of speculation play that you could play inside the universe itself.
So I'm just saying I don't agree with it.
I'm just saying if you're trying to do this, you need every
character have an IP.
Every character needs an NFT.
It's probably going to drive the whole collection down because it's going to dilute the shit
out of it, but it looks like they don't give a fuck
anymore. They're like, let's just do our thing.
Fuck the price. Let's try to build the biggest
universe we can.
If they're not manned by people,
then what's the point of having... That's what I'm not
understanding.
This idea of every character has an NFT, but if people aren't on the other side of the NFT,
then it's still being controlled by them, by the team.
No, that's probably why they're doing Doodles 2 or did Doodles 2.
You could create your own Doodle, basically. So that is your own IP based know create your own doodle basically so that is your
own ip based with your own personality if you want to make it your character this is all just pie in
the sky guys we're just talking like obviously nothing's confirmed we're just speculating trying
to figure out what the fuck's going on there'll be more announcements probably 10 years from now
what's actually going on but yeah this is not a great look maybe it brings a short-term catalyst
to the dude token because
you got to mint these but if they're just going to continue to mint characters into their universe
you can expect the total collection to get huge probably over 200 000 nfts at one point
and the price is going to continue to go down while they dilute we know how this works but
if they're trying to build a massive universe and the price is already at 0.9 and they basically give
all the rewards to the early people do you blame them like let's try to build a massive fucking universe and the price is already at 0.9 and they basically give all the rewards to the early people.
Do you blame them?
Like, let's try to build our next phase and let's try to build this universe and fuck the floor price, fuck the speculators.
Let's take the next five to ten years to try to make this a fully on-chain fucking universe.
I guess that would be their, their bull case for it, I guess.
I don't know, dude.
It's confusing.
Like, there's no roadmap.
There's no one that's done it. So you gotta fucking at least go out on a limb and try it if it doesn't work
you're fucked but all they've done i gotta say the past three years has been them trying to reward
the early people those people have been rewarded so now let's try to build a business and this is
guess their their plan to do something different than pudgy penguins bored apes and others and yes
it's distinct it's distinct. It's unique.
And let's see if it works out.
And maybe this is the first one that does.
Maybe it's fucking a complete failure.
But we got to give them at least a few times,
a few attempts to do this,
to actually do something new in this space
and stop, you know,
iterating on the same shit that's actually been done.
And just that's my opinion.
So give them a little slack.
Let's see if it works out in two or three years.
And then we'll come back to this combo.
Unk, you got anything else?
Did you get a Doodles airdrop, bro?
Did you get like $1,000 or some shit?
I got five bucks.
Now it's at five bucks.
Great.
Mine's at like 50 bucks,
and I spent over three ETH back in the day on a duplicator.
So, yeah, down bad only.
Duplicators.
Was that like the – not the do with the spaceship
the wrapped spaceship was the worst fucking attempt of anything bro it didn't do anything
and i i remember people wrapped their spaceship i think they forgot or like i don't know what they
did i think they burned it or something and lost like the whole doodle itself i forget the story
but that spaceship was a complete flop too dude dude. Man, those were the good old days.
Remember when we thought we were in a bear market in 2021, 2022,
and we're like, we can't wait to the bull.
But now we look in 2025 and we're like, those were the good old days.
Just be like satisfied of where you are at the current market
because you'll look back at five years.
It's like, those were the good old days.
Everybody was telling me back in 2021, 2022, we're in a bear market.
But now we're looking at
2024 and we're like, we wish we had NFTs and we wish that we had stuff minting and pumping
on secondary NFTs. And now all we have is PVPs on Solana. It's really great. This is a great
experience for everybody. So be happy what you have right now, because it's going to be completely
different in three to four years. And you're going to be calling this PVP Solana,
the good old days when regulation comes here and you can't even launch a
fucking other token.
Right.
So just be happy.
This is where we are at.
Let's try to make the best of it and try to,
you know,
turn over some rocks so we could create some opportunities and make some
money.
Right.
Go ahead.
My bad.
good.
I just think,
I think you express was said it yesterday,
the other day,
doodles just turned in basically into an artist brand or like the artist is running the show,
which makes a lot of sense because it just sounds like he made new characters and he just wants to get paid and sell his his his medium this way.
And then Julian just sign in for Rolling Stones yesterday.
Like, what a great time to fucking that was.
I don't know, man. Was that
a FUD piece? Like Julian left doodles, Julian's Rolling Stone the day of the fucking airdrop.
Like way to FUD the shit out of your fucking, I guess there was some really bad blood there, bro.
He's like, wait, wait, wait, wait, wait, wait, wait, wait. Let me go on May 9th to Rolling Stones.
So people have to report on me being there. And then it looks like the community's fractured and I left on bad terms and it fuds the price. I really think Julian got
fucked over in this whole thing, dude. I think he had a totally complete different vision.
And I think burnt toast is like, fuck y'all. I want to create art. I want to create a fucking
universe. I'm going to mint as many of these fucking NFTs and it's art, bro. Get over it.
You're done. And I don't know. We'll dude we'll see didn't he start at rolling stones he
just went back or some shit i remember him being like that was the main use case i think it was
like from music of like the billboards i think it was from billboard and now he's like rolling
stones again dude so shout out to julian at least you tried my guy it's a tough space burnt toast
is a weirdo i think i think do you. Do you guys remember D-Labs?
Real quick, I got something pinned up to the top.
It's just abstract games before we kind of cycle out.
If anyone has been playing those, the week has finished.
This was a little ticket that you got.
We got a little alpha also from Allison that you should join those discords,
whether it be the abstract one
and the rec tech one verify your roles make sure that you are at least registered as owning a
ticket inside for some specific reason no one knows why hopefully it's for some type of airdrop
or allocation or something but pinned up to the top is just the conclusion of abstract games their
post happened 30 minutes ago.
Winners will be announced shortly.
You could check kind of where your positioning was when you pull up the Abstract Games dashboard.
It shows you how many points you've earned per day
that you've gamed and played and participated.
That's what's up.
Did anybody here make any money?
Anybody in the community win anything in the
games i think they're giving out i forget what the total amount of money that they give out i
think it was like i forget it was like 10k or maybe it was less than that no i think the winners
that'll come out next week you're just playing the games right now i mean you could lose money
but i don't think i mean you could make money i guess playing them because some of them but the
ones that i played were uh you couldn't do nothing like i played the one where you got a order who's the most hated or liked person on
crypto twitter have you seen that one and it was like luka net italic and some like you got you had
to like order put them in order so it was just games like that that not necessarily all of them
had to do with uh putting on the line, you know?
Yeah, that makes sense.
I mean, I think it was, I didn't play, but I didn't really hear anybody talk about it either.
So I guess there wasn't a lot of, you know, screenshotable marketing things that people like winning, you know, 10K on a game or some shit. And I guess that's kind of the point is like you want games to be marketed
and people to actually, you know, say, hey, we made money playing this game.
So I really didn't see any of that on the timeline.
Maybe I'm missing it, but I'll look at Tick's clips.
Maybe he has a clip there of someone winning a lot of money during the game.
I remember yesterday I talked about there was an incoming announcement from virtuals.
It looks like it happened.
I have this little post here
and then there's an airdrop i guess that's going to possibly be happening so the second wave of
ai agents is here and it's happening on virtuals io a new form better lineup of agents fair launch
mechanics where retail gets a chance to invest into these tokens at 250k fdv using new mechanicism
called virgin points which that's what most of you guys are,
which rewards more active participants. Each participants will get allocated based on their
pledge points, and these allocations are capped. These Genesis platform-driven launch also signals
demand before a TGE happens, which reflects into better price discovery post TGE. We've seen that with some examples like BIOS,
where the price went up 33X since TGE.
4.9 million virtuals has been committed to these sales so far,
and 10K users and around 25K average virtual
is being committed on a daily basis.
Virtuals price is going up lately
with the new demand emerging for the token.
The token price went up 3.7X in the past 30 days.
And then AirDrop Guides basically did a little post here
giving you the TLDR.
He says, we're watching the Virtual's ecosystem
shake up the entire base chain.
I thought Virtual was on Solana.
I guess it's on base.
Yet the most expected launch is still ahead. The AIVC Axelrod
goes live in less than four days. Axelrod is set to become the orchestra of the autonomous hedge
fund coordinating agents, capital and strategies. End users are going to interact with Axelrod
to have their risks addressed. Here's a glimpse of what the future of crypto
is shaping up to be.
Alpha audit, score, strat, execute, profit.
With growing investments in the AI space,
we may soon witness and possible become reality.
All virgin points in the world might not be good enough
to secure maximum allocation for the sale.
So it looks like this AIXVC is looking to be
one of the most hype launches that people are looking at.
It's an orchestrated autonomous hedge fund.
And you're going to need these virgin points to actually get an allocation to this kind of airdrop or kind of this TGE before it launches at like $250K.
It's kind of an interesting dynamic, actually, now that I'm starting to think about it.
So, yeah, virtuals shaking things up up kind of create more demand on their token and uh you got to gain
these points and now you get access to basically pre-sale market caps before they fucking launch
to millions and millions of dollars which probably has a lot of insiders involved and shit but i
guess this is the best best thing you could do there's always going to be insiders as a
decentralized space and uh this is an opportunity for you could do. There's always going to be insiders. This is a decentralized space.
And this is an opportunity for you guys to get into these hype projects
as long as you're using virtuals and maybe make some X's and shit.
Have you ever used it before?
I haven't used virtuals yet.
I mean, probably like a month ago, they were a fucking graveyard.
I think there was less than yeah yeah i remember
like no one was five hundred dollars five hundred dollars of people using it now that ai agents went
the fucking so now they're trying to like i guess create some kind of uh pre-launch pad where you
can use their platform um earn these points and then when people launch hype agents in the future,
now their user base can now get like a presale to it instead of it just being
like free for all and shit.
So we'll see how it works.
I mean,
cause I've seen people literally talk about that.
Like,
yeah,
my bags are back up and finally alive again.
Cause it was dead.
Right.
So yeah,
go ahead.
What's up? Yeah i i know we spoke about
the doodles already but i just went on their website just because the doopies and it looks
like they have like xp for these characters like one has a bread one has a heart one has a poopy
sign one has a pigeon one has a pencil one has a fire so it may seem like they may be making a game doodles or making some type of like flappy
birds type game so you think this is maybe a mobile game this is totally separate than the
doodle the dream net that makes sense i mean with the oh i mean with the opening of the app ios store
now you know i do think projects are maybe going to maybe start building
more mobile apps now that we have an opening there and you're not getting 33% taken off
the product and shit. So maybe this is the first, you know, brand that we know that's going to
create some kind of, you know, Apple app or web three app that you can download on the Apple
store and kind of use that marketing and that distribution channel to get, you know, marketing also.
I mean, it'd be smart.
Like, why not?
Why not try it?
Why not create a Flappy Birds game but using Doodle's IP?
And then there's microtransactions to win Doodle, right?
That sounds like a great sync for the fucking token.
So, I mean, this opens it up, right?
I mean, this opens it up, right?
This opens it up.
It just makes it.
It just makes it first mover.
This is the first mover.
It just makes me, I mean, see more and more how Pudgy Penguins is doing things a little bit differently, right?
I mean, ideally, they had their two, let's just call it dilution events or the two asset creation events, big Pudgies, little Pudgies.
And then the rods are utilized for IP licensing and that kind of stuff, right? So, but they're not going about creating new characters in order to expand their ecosystem.
They're just trying, I mean, like, dude, 10,000 assets is a lot.
Plus you add on all your littles.
There's no way, even if you try to cameo and every character, like you were saying in a world, gets its own thing.
Like, you have more than enough characters to where you don't have to continuously keep making it you know
you're making the genesis ones that were non-important even more non-important as we try
to introduce new characters so i don't know i just as we're starting to see other companies take this IP route and they're going completely
opposite kind of style that Doodles has or did, and they're going the same way themselves,
right?
I think that that's even one of the more interesting parts is that Clannosaurus is expanding IP
similar to how Doodles is planning to expand IP, right?
And we just see that kind of style rather than, I guess, the other go-to-market
strategy, which has been the Pudgies way. You got to do it differently, man. You got to take risks.
I mean, the copy and paste doesn't work. You saw everybody copy and paste Bored Apes, and you saw
a lot of people try to copy-paste Penguins. So you have to do something unique and distinct to get
people's attention in this space and actually get new investors and people willing to get whales into
your economy. And maybe it fails, maybe it doesn't, but there's no playbook in any of this shit. So
you got to at least give some people some opportunities to create and fuck around and
find out while we're just going to have the same fucking bullshit over and over and over again.
And nobody wants that. They want a fucking new shit. They want to talk about new stuff.
And so we'll see, dude, this is definitely a different approach and uh i guess that's what
poopy wants or whatever his name is he wants to create art and uh let him create
art and let's try to you know integrate that into mobile apps let's try to create that into universes
and uh it's going to dilute the collection but we'll see how it pans out in two to three years
you got to give these ip brands a little longer uh um a little longer leash than most so um i think the one thing that we
brought up a long time ago is that d labs games everybody's confusing it with fucking d labs with
d gods i think they had some kind of mario kart racer whatever they fucking had um yesterday
introduced a new airdrop thing introducing press to play on the
future we're thrilled to unveil press to play on future our very first sensational airdrop campaign
a gamified reward journey designed to welcome gamers to the d-lab ecosystem reward our most
active participants with d-labs press play on the future invites players to dive into
boxing star x compete missions progress and collect dew points through seamless integrations Press play on the future invites players to dive into BoxingStarX,
compete missions, progress, and collect dew points
through seamless integrations on Telegram and Line.
Why press play on the future?
At D-Labs, we believe that Future Web 3 gaming lies in frictionless,
blah, blah, blah, how it works.
You can join the campaign directly through the D-Labs mini app
on Telegram and Line.
No downloads, no complex onboarding. Just press start.
This is the one with the little ladybug. Yeah, there
it goes. Is it? Yeah, the ladybug
is their symbol. I remember that mass
confusion that went out when
they first dropped. This guy
is their CEO.
Nexon. Yeah, I was about to say
is Nexon's old
director and who
MapleStory actually launched under under so i think that'll
be awesome and interesting kind of the battle for gaming right now both coming to market roughly at
the same time too yeah and just like the partnership with telegram telegram's a massive
app around the world and line like i'm not a big anime person but everybody has told me that line
is huge in like this kind of ecosystem line messenger is a messenger system but it has all the anime characters built in and they have
their own like their own ip like it's almost like you know like msn characters or aim it's almost
like one of those chats getting their own line of like stickers like the discord stickers or like
the reddit little characters that's what line is but they have their own version of like stickers, like the discord stickers or like the Reddit little characters.
That's what line is,
but they have their own version of the little snooky guy like Reddit does,
but they have a bunch of the line friends.
That's why the beans and all that got big because it got integrated into that IP line.
Gotcha. Gotcha.
But I think it's good that it's in telegram because no downloads,
no complex onboarding,
just press start and complete missions and collect dew points.
Earn dew points by competing various missions from simple social tasks like Boxing Star X in-game missions, each of leveling up your character on clear battle stages.
Bonus, if you staked an adventure pass, you claim 50 gold, the hard currency of Boxing star x per staked pass and fast growing youth
stake up your engagement score and leveling up your buggy um they have up to 30 revenue share
and 5 airdrop bonus for inviting friends um engagement score can be earned through staying
active in d labs ecosystem connecting your accounts to d labs blah blah blah holding your
staking d labs nft and SBTs, playing and collecting items
like star badges. So you guys can, it's pinned up. It's an article. We've been talking about D-Labs
for a while. Like I just mentioned, some bull cases there. Connected team on Telegram, backed
by also online. I mean, I can't keep ignoring this stuff overseas anymore.
We've seen it starting to cook.
So I know it's kind of out of our ecosystem, out of our bubble.
No one on crypto Twitter is here.
They're not here either.
They're over on fucking WhatsApp and Line and these other apps, Telegram.
So the fact that no one here is talking about doesn't mean that there isn't some kind of attention vector or this isn't getting marketing somewhere else in the world.
So just trying to bring you guys stuff off the radar, the beaten path i try to ignore this stuff and it always
bites me in the ass so just wanted to bring that to your attention that that's going on
and you guys can get involved with it and so there's also another big one that people are
going and kind of i've seen it all over the timeline so i know that your twerk is gonna
have to be like you know stripper level top tier uh
it's that like dancing japanese bear looking thing have you been seeing it go all over your
timeline recently so i don't know maybe i have i just didn't notice that that's what it starts
with a b give me one second i'm i'm having to find the post um betta betta kuma is what it's called um yeah i have seen this yeah there's no real way i mean
i'm trying to to you know secure some spots for the tda i caught this at 1k followers bro and
sent it to trail and we've been working on it but their account has since turned automated because of
ultimately using an ai i did a lot of research on this actually before the show.
So there is a pass, right?
This is an AI studio outside.
They're called Bythena AI.
They are partnering with this IP, Betakuma, right?
So it's a actual just regular AI company.
And then the Japanese ip is coming with them
maybe through licensing or something so they launched the genesis nft the by then ai people
did okay it is a collection of 888 and is currently sitting at a 0.4 floor. I did a little bit of a deeper dive into metrics and numbers.
It's ranged from anywhere from 0.4 to a max of 0.6, 0.65-ish, right? So hasn't really gone down,
hasn't really gone up. Having a Genesis Pass gets you automatic whitelist guaranteed mint allocation to this token.
Now, there is a phase two.
Phase two comes from people that own a Python chip.
What I explained first was the Python card.
888 currently sitting at .4 plus ETH floor token, already out.
Python chips, you can mint today and are available, but are sold out.
They are non-tradable, right?
You can move it wallet to, sorry, so not sold out.
Move it wallet to, sorry, so not so bad.
You can move it wallet to wallet, but they're non-tradable.
Those allow you access as a secondary level tier into their ecosystem.
It is 0.1 ETH to get this lower level access, so to speak, right?
That means that you'll always be, in a sense, number two to the bygone cards, the exclusive 888 collection.
If you have the chip, the .1, you will get access to this mint and you will get access to this token.
It's all about you figuring out if you think it'll be worth it.
I personally think with the amount of hype and just the the sense that it's catching on the timeline
the virality i think that that 0.4 entry point for the genesis collect i'm probably fucking myself
not because i'm driving but i think that you'll get that back uh and and at least value right
0.4 seems pretty easy if you can get entry level access at 01, their website says you get seven times the value
if you minted their Genesis Pass.
Seven times.
They literally wrote fucking seven.
So anyway, not trying to sell you on shit
because I'm screwing myself,
but if you want access to this,
I don't know, dancing, bear, panda, whatever the fuck,
it's taking over the timeline.
Threads are popping up like crazy.
Pull up the Genesis Pass. It should be 888 and roughly in that 0.4 range and i think that once more and more people see that or want
access i mean this is just gonna fly due to supply crunch and a supply squeeze so is this on Barra?
Chief, are you there?
No, no, no, not on Barra.
This is on mainnet ETH, I think.
Ether Base or one of those.
It's already out, yeah.
It's already out.
The main Genesis collection is on ETH.
And then the card is also on ETH.
I just don't know if the token is going to be an ETH token, you know?
Yeah, yeah, that makes sense.
Yeah, you're probably fucking yourself talking about that one, my guy.
Sorry.
Sorry for your loss.
I just haven't seen everybody talking and twerking, and I'm not a twerker, a thread writer, you know?
I mean, we try to just do it a different route.
And then just in a deeper dive, like, you can still buy in, like I said, 0.1 entry point if you think it's worth it or not.
But then the Genesis ones are not, you know, that far off.
I think that even if you don't believe this coin, you can probably buy at 0.4 and sell at 0.8 when hype comes around the coin and be good and just play that.
Right. You don't even just trade it. Don't even trade the coin. Yeah. I have
two more things, and I mean, if you have anything
after that, Chief, you can run it by, but
we're getting to the end of the show. Just one more
upcoming project that I found has a low follower count.
It's called Ungodly.
It has like 600 followers.
It's an upcoming game by Azra Games.
It's a
dark fantasy F2P RPG
launching this winter on iOS, Android, and Steam and Epic Game Store.
Raised approximately 68 million.
Key investors is Azra Game, Andresa Horowitz, A16, Pandera Capital, Coinsbase Ventures, Franklin Templeton, and Play Ventures.
Don't know if there's NFT coming, but definitely follow this.
Has a lot of big backing.
I remember when I was talking about the good old days of nfts you remember azra games chief those fucking robot looking human robot
looking things that fucking minted and i think they went to like 0.6 or 0.7 eth or something
so they're back in this game on top of a16z and fucking coinbase and all that other shit so i
would imagine they're probably going to be some some partnership and a major push on this.
It's going to be on iOS, Android, and Steam.
It only has 600 followers, so you guys are still early.
Put notifications on, probably get in the Discord.
Work, get it around.
And if there is some kind of NFT drop,
I do think this will probably do pretty well.
And then the last thing is, obviously,
what I've been doing recently is just looking ahead
in the calendars and stuff
and just thinking that attention's probably gonna fly
to those kind of areas.
And so we have basically NFTs events coming in June,
but we also have permissionless coming this June too.
And there's a massive speaker list
that people are going to be there.
Typically at these events,
there are crazy ass announcements.
And just know that this is coming,
you know, down the loop.
And if you are trying to capture attention,
you got to beat people to it.
So that's why I'm taking like low leverage positions
on some of these conference plays
and possibly selling before, you know, the events happening.
But I think I was trying to find the permissionless speaker list.
This massive bear is going to be there.
There's a lot of people.
Let me find a room.
I think Jason Yonowitz basically talked about it yesterday.
Find it real quick.
Ah, shit.
Of course I can't find it.
But yeah, just like keep track of upcoming conferences and stuff like that.
And you could possibly get, you know, a little bit of these kind of upcoming things.
And there's probably announcements that are coming too.
Here's the list.
I found it.
So you have Infinex, Unwap monad world coin athena
bera layer zero helios mega eth eigen aptos helium arbitrum starkware anza commonware jito
moon pay polkadot espresso initia maple sonic ave hyperling eclipse skip akash backpack privy
frax uma black demon and stacks 42 days this happens. So you better believe there's going
to be announcements at these things and just looking ahead and positioning yourselves and
maybe these coins, looking for a run-up. And if there's a big announcement, obviously this is a
headline space these days. The market pumps into these and dumps. So just trying to give you guys
an updated list of conferences. And this permission list is
happening at the end of June. So you better probably think there's probably going to be
some announcements from these ecosystems and possibly announcements of TGEs and airdrops
like that and possibly bring a little mindshare to these projects. And then obviously we have NFT NYC
also happening in June. So maybe that kind of props up the market until we get the first rate cut in July
and we get these kind of trade announcements happening,
these trade deals happening before July 8th.
So yeah, it's been a good week.
We'll be back tomorrow
where our space typically starts at 1030.
But you guys know that.
I'll leave it here for Chief.
You guys have a great rest of your day
and I will talk to you guys tomorrow.
Appreciate everybody that comes out to the TDA. Appreciate everybody that contributed, came on stage. Appreciate you, uncle, contributing,
added to the conversation, giving us a little insight as well. Tomorrow, as I said, it's a
little bit later show, so we'll see you at 1030. After the show is over, there is a thread that
goes out. It's a summary of everything we talked about.
Use it as a resource when you're doing your own research later.
That way you can go back and find anything that you heard.
We know it's a lot of information, so pick and choose whatever applies to you.
It's TDA or Stay Poor, Tuesday through Saturday, 10.15 to about 12, 12.30.
You guys be safe, and we'll catch you on the timeline.
