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THE DAILY ALPHA♻️
Recorded: March 27, 2024 Duration: 2:20:25Space Recording
Full Transcription
Good morning. Good morning. Good morning. Welcome. Welcome. Welcome.
TDA. We host the show Tuesday through Saturday from 945 to about 12 p.m. Central. Every day.
Well, I guess I'm two days out of the week. We can do it.
Yeah. Appreciate you guys for tuning in, having reminders on.
People listening to the recording. Appreciate you guys, too.
Just got to my first stop. It's a busy day. Wednesdays are the heaviest days.
I'll probably be delivering a lot more than talking.
So, appreciate you guys. And, yeah.
Retweet, like, space. Allison's Threads up top.
You guys can like that, bookmark that. That'd be great.
How you doing this morning, Chief? You doing all right?
Yes, sir. GM, GM.
Yeah.
Appreciate everyone having noties on, showing up right when the show starts.
It means a lot to us. Appreciate the engagement and the support on Allison's Thread as well.
We use that as a metric, not only to give back to you guys, but also to leverage for potential whitelists in the future, other strategic partnerships for our community, and just to continue scaling the brand, right?
As a way of not releasing a token, an NFT, or anything like that, we use other mediums to try to grow the brand and scale up and provide opportunities for you guys.
So, if you could, like, retweet, shoot a bookmark on there. It really means a lot for us and the algorithm.
Awesome. So, next, we got our sponsor. Shout out to I'm So and Chris.
So, I'm So is a cross-chain interoperable ecosystem between Bitcoin and Solana.
It's powered by the Evolve token, which you can find on the BirdEye app or your favorite decks.
Currently, you can earn Bonk and other crypto, and in the future, it will be runes as well by playing the Endless Runner and a couple other mini-games that he has slated to come out.
And then pinned up top is just changes are coming with Chris's announcement of the runes.
So, shout out to him. I know a lot of the TDA had the opportunity to collect some of the I'm So champions.
And then I also found a really good thread that just kind of broke down all about the I'm So champions and what's to come.
So, shout out to Chris, man, for sponsoring us and looking forward to see what he's cooking up in the Bitmap Valley integrations.
Yes, sir. I'm excited to see that, too.
But I guess this morning, there's a, you know, we've had FUD left and right in the past few days.
We had KuCoin yesterday, I guess being investigated for money laundering.
And then this morning basically came out about Coinbase and their wallet possibly being used as a broker and stuff like that.
Pinned up, I guess, the official statement from Paul Gerwal.
It says, today the court decided that our SEC case will move forward on most of the claims, but dismisses the claims against the Coinbase wallet.
We are prepared for this.
We look forward to uncovering more about the SEC's internal views and discussion on crypto regulation.
Let's see if there's anything in here.
Yeah, he's just talking about it.
Had a few people comment on it since it's happened.
Edward Snowden came out and he's already commented 30 minutes.
It doesn't bother me.
The SEC keeps acting in bad faith like this.
We're going to lose so hard in court.
They'll never be able to do this to anyone ever again.
Remember when the SEC got spanked so badly that Gensler had to approve BTC ETFs with tears in his eyes?
Yeah.
And he is commenting to Walter Bloomberg saying U.S. Securities and Exchange Commission can proceed with a lawsuit against Coinbase court ruling.
So we've kind of known this was going to happen.
We knew there was going to be a fight.
I know there have been some rumblings that maybe the court case was dismissed.
I was kind of speculating on that based off some of the protocols, previous, I guess, narrative changes with like Uniswap now doing, hey, we're going to generate, you know, we're going to get back and generate fees similar to like royalties.
And it kind of made me feel like, hey, maybe this is secretly been like dismissed or they won.
And that's why you see a lot of these protocols going ham.
But it looks like the battle is going to proceed.
And I think a lot of people believe that like that's he's going to lose this one and it's going to be another another loss for the SEC.
And they're kind of on a losing streak.
I think they just settled with a ripple.
They lost the thing about ripple.
They have that ripple thing going on right now.
What I don't understand is, right, they have they came after the Ethereum Foundation on something of, you know, potential securities.
Right.
But and then in this ripple settlement, it is literally labeled in the ripple settlement that ETH and I think like Polygon are named as like commodities or ETH and so on are named as like commodities or something like that, like in the actual.
So a document from the SEC to settle for a lawsuit names ETH as, you know, a commodity.
But then you have the SEC on the other hand.
That's where you got it wrong.
That's where you got it wrong.
The SEC wasn't labeled in the one against the Ethereum Foundation.
It was a state authority.
So no one actually knows if it's the SEC or if it's like New York or California.
So that's where the difference lies.
Yeah.
Yeah.
Because that's what I just wouldn't understand.
I'm like, how are you going to name it in the settlement that it's not?
And then you come after the foundation like it is like within damn near within the same week almost, you know, and then just pinned up to the top.
Something to really shake them up as well.
Just then 4.5 trillion asset manager.
Fidelity files an S1 form for spot Ethereum ETF with staking included.
So that's what they're looking for.
And you guys also got to understand the climate we're in.
We're at the end of a month and options expire.
This this week.
So there's going to be a lot of bulls and bears using content and using FUD or quarter one.
Yep.
Yep.
And quarter one.
So it's like they're trying to create max pain here where you can't get a leverage position in because they're like any news that comes out.
The bulls are going to use it like good news and they're going to use it to pump the price.
And then the bear is going to use FUD to dump the price.
I mean, just look at the chart in the past 30 minutes.
We read that 68K.
And then we already back up to 70.
It's just like shows you that there's a lot of there's a lot at stake here.
And this is I don't remember any other time where we've had seven consecutive months of green monthly closes.
I don't think it's ever happened in Bitcoin where we've had seven consecutive months of green.
And if we I forget where we close this month, but it's going to be the first time in Bitcoin's history.
So we're breaking all kinds of standards.
You know, Bitcoin is proving that it could be at all time highs before the halving that that's breaking standards.
We have seven green candles.
We have interest rate at five percent and Bitcoin's now hitting all time high.
It's always been the narrative that, you know, interest rates are high and that's going to make a Bitcoin drop because there's less liquidity market.
Like Bitcoin is basically breaking all standards and all past norms.
And it's becoming extremely bullish.
And just everybody's buying the dips.
Any FUD that comes out, it's bought up instantly.
So it's just like makes me think that once we get Grayscale, getting rid of all their Bitcoin, we don't have that kind of like unorganic manipulation downwards that we could see 85 to 100K in the next month or two, man.
It's like there's just a lot.
There's a lot going on and just a lot of manipulation downwards.
I think it's slowed down over the last couple of weeks or this last week, right, that we're finally back into net positives of inflow rather than outflow.
So, like I said, man, it's like they turn that shit on whenever they want.
They suppress it for a certain amount of time and then like they ease off, you know, accumulate again.
And I mean, we saw it.
They were gone for, in a sense, two weeks of just straight closing green, right, up only.
And then they came back to the dumpage and slowly kind of suppresses for, in a sense, a week.
And then now they're done, you know, so it's like in waves or it's cyclical.
So, yeah, I just pinned up two charts.
The one you see first is basically just grayscale and their outflows by day.
So, you can see they've been in the red the whole fucking time.
But last week was a big day for dumping.
But they kind of eased up, like you said.
And then yesterday, just by the easing up, we had like a lot of volume and the inflows.
And so, we saw Bitcoin pump yesterday.
And I just think the easing of these grayscale over time, I think they have like, I don't know, like 300,000 Bitcoin left.
I don't know.
They have like, I think it's like in the next 90 days, if they keep selling at this pace, they'll be done.
So, I would imagine whenever that's done going, we can start going up forward.
Because it's basically just one whale dumping a massive amount of Bitcoin.
And then we have some bad FUD, and then the whales use that to kind of like sell positions and then buy back lower.
So, pretty bullish.
Pretty bullish day in general, just to see the bounce back so quick after some FUD.
But just imagine if you sold like 20 days before the halving.
Like, the halving is the starting point.
So, it's like, we've been in this market for two and a half years, and you guys want to like sell now.
I mean, looking at the charts, it's a lot of people that have under one Bitcoin in their wallet are actually selling.
And being scared.
Like, don't be manipulated.
It's not what you want to be doing right now.
You stuck it out this long.
The last thing you want to be doing is giving your coins back to like Grayscale and all these banking institutions and shit.
So, yeah.
That's kind of the news that happened this morning that kind of make the chart go up and down.
But we've had some more other news this morning, too, which was the merger or the potential merger of three AI coins.
Have you seen this, Chief?
No, I have not.
Yeah.
So, there's basically a potential that Fetch.ai, Singularity, and Ocean Protocol are all basically proposing that they're going to combine their companies and coins together and make one coin.
Which would be crazy.
And it's basically going to be evaluated.
If they all merge, it's going to be off the bat evaluated at a $7.5 billion market cap, which would probably make them one of the leading AI protocols in all of crypto.
So, here's some news on it.
Fetch, AGIX, which is Singularity, and Ocean are considering merging their tokens into a new token called ASI with a FDV of $7.5 billion.
We may have a new AI powerhouse in the arena.
So, we've seen this merger is on the way, and Fetch.ai is completely ripping.
All the coins that are related to this news are ripping.
I've just never seen something like this before, even in, like, regular stock markets where you have three companies that are like, hey, we're doing something differently, but we're all doing AI.
Why don't we combine into one protocol and just, like, fuck this world up all together?
It's kind of, like, pretty cool.
Is there, like, rules against that shit for, like, monopolization and whatnot?
I don't think so.
Not in crypto, I don't think.
Oh, yeah, because I guess it's their tokens and not technically publicly traded companies.
So, yeah, I guess.
Makes sense.
It's kind of wild.
It's a super token.
Yeah, I mean, Singularity is one of the oldest AI products on the market.
And then Ocean is kind of like a marketplace for, like, data and language models and prompts.
So, you can buy, like, prompts and stuff off Ocean, I'm pretty sure.
And then Fetch is, like, does specializes in agents, specialized agents.
So, they all do something different.
So, they're going to basically combine into one thing and basically be, like, everything that everybody wanted in a crypto company, which is, like, a marketplace.
Plus, they specialize in agents.
And then, plus, they have OG developers that have been building in crypto for the longest time, which the Singularity Foundation has.
So, that's pretty bullish news.
AI seems to be ripping, man, based off this news.
And it's, like, RWAs and AI have been really, like, once we have these dips and you kind of look at who's leading the charge, it's all AI and RWAs right now.
So, definitely something you need to look at.
This is top five.
Pinned up to the top right now, just some RWA news.
Pinned up to the top is BlackRock has moved into RWA, confirming a 100x pump.
Those who know tokens it's buying will make millions.
I scanned over 549 related wallets to spine the next 1,000x plays.
Here are five RWA coins accumulated by BlackRock.
This is some dude shilling his little shit.
BlackRock recently revealed a debut of the first tokenized fund on Ethereum, leading numerous financial bodies to embrace tokenization.
The market cap for RWA is projected to hit $10 trillion by 2030.
At present, the market cap for RWA is small, with tokens yet to pump.
BlackRock has selected Coinbase as its primary infrastructure provider.
This positions BlackRock, Coinbase, and securitized as the leading forces in the RWA market, underscoring the significant growth and potential of RWA.
With the help of Arkham Intel, RIO from RILIO Network, RILIO functions as a digital issuance investment and a peer-to-peer trading platform,
utilizing a distinct distributive network to connect ecosystem and act as a Web3 ecosystem for RWAs.
Got a little info on there.
We got Landex Finance.
BlackRock is holding $1K of Landex Finance.
Market cap is $9.9 million.
Let me continue on this.
And then I'm just skipping the actual info of all of these.
I'm going to just name the token and the market cap, and you guys can go check out if you want more info.
Real quick, the RIO market cap is at $15.1 million at the time of writing.
We got PolyTrade Finance, time of writing.
Token is called Trade.
$70 million market cap sitting at about $2.24.
Bosun Protocol.
Bosun is sitting at a $75 million market cap.
Exxon Finance, supported by Binance Labs and Google Launchpad.
Ticker is RWA.
Market cap is $40.4 million.
So if you guys want or are interested in these RWAs, now that we have BlackRock allocated money the same way that people do with kind of like Nancy Pelosi and try to front run, right?
They're going to start doing it with BlackRock and all these big institutions as they start, you know, positioning themselves for, quote-unquote, the bull or this boom of RWAs.
So that's another reason why.
Have you positioned yourself in any AR RWAs yet?
I know you've been kind of like recalibrating your portfolio a little bit.
Have you done any exposure to those?
RWAs I got.
I mean, I just got Ondo.
And then I have the RWAs that I'm actually doing, like, the D-Pin RWAs kind of stuff, you know?
So that's really what I'm doing on that.
And, I mean, I think that the D-Pin sector in RWAs is probably what I'm going to specialize or kind of double down on.
But just because I feel like it's undervalued, dude.
And, I mean, you're starting to see D-Pin and just the idea of setting up networks or the ability of, you know, user-generated nodes or mesh become more and more popular.
So, yeah.
I saw a crazy tweet.
I don't know if it was true or not.
But these people were talking about, I guess there was some missiles going off in, like, a third-world country.
I guess it was, like, Ukraine or something, and a bunch of the civilians and militia.
They used the phones to set up basically, like, microphones to kind of, yep, to track the missiles.
And they shot down, like, 40 of the 48 missiles by using, putting these cell phones on top of towers and using the microphones off of it.
Yep.
That's fucking wild.
I mean, you're not getting rewarded in.
Sorry, my AirPod went out.
You're not being rewarded in tokens.
I mean, you're rewarding your civilians or not by having mass casualties.
So, what am I saying?
No, but, I mean, that's just an example of the ability of setting up a decentralized network, right?
That these phones have nothing to do, in a sense, with each other.
But because of the ability to set up a network, you can put these phones together and utilize them for that purpose, right?
Everyone's always thought of these things as one-offs.
You're by yourself.
But now you're starting to realize that if me and you, right, here in Texas, you and St. Louis, we got people in Cali.
We could, in a sense, set up a small network to where we cover a vast majority either through of the United States through some type of fractionized system for information.
So, there's just, it's empowerment in that sense, right?
So, I think that's why I'm really bullish on the deep pen and kind of RWA narrative because I can start seeing it used like in Nigeria and all that kind of stuff like with the Jamba phone, with the Solana phone, and all these kind of ways to bring crypto to the crypto list in a sense.
100%.
100%.
I couldn't find it this morning.
And just Nansen.
I followed them.
I mean, obviously, they have one of the better tools to kind of track smart money.
But they posted four hours ago, side time, to give you another update on this address.
20 hours ago, they rotated out of Phantom, FTM near the top at $1.13, turning their initial $4.5 million into $8.7 million, 93% gains in less than a month.
What did they buy?
They went all in on fetch.
It was a position worth $8.8 million.
So, this basically, Nansen is able to track smart money and where they're going.
But this person, basically, smart wallet was in Phantom, made 92%, and then took all that profit and put it all in fetch.
So, just showing you where smart people are thinking that the narrative is going and maybe he knew something about this announcement that was coming.
I would probably be pretty sure that he had some insider information that this announcement of this collaboration between Singularity and Ocean was coming.
And, I mean, the token's fucking ripped this morning.
What is it up to?
$3.19, bro?
That's just fucking up, man.
I love it.
I love it.
And did you ever participate in Supra?
Supra Oracles?
Uh-uh.
Nope.
So, it's an Oracle system that's kind of using cross-chain, in a sense, data availability, similar to how Pith is doing, but more EVM-based, right, rather than the Solana ecosystem.
And so, they just actually finished up.
I know a lot of the TDA kind of been participating in this.
This is a long-ass campaign, dude.
I think it's been going on a year plus of recruitment, referrals, doing bullshit, like crates, and this and that.
Well, they finally reached $500K sign-ups, slash, referrals, etc.
And they are preparing now for TGE, confirmed in that $500K, if you were amongst the first $500K to sign up, you do get an allotment of the $175 million tokens that they're distributing.
So, I mean, after a year of fucking farming boxes and answering dumbass questions, we might get something.
So, this was full KYC, which is one of the issues that a lot of people kind of stopped bothering with this, right?
But in reality, dude, more and more protocols are going to be KYC to a certain extent, right?
I mean, we can try to stick with this narrative of decentralization to a percentage, but then we have what happened just yesterday, right?
The reversal of the $62 million with Blast, and fuck your L2, fuck decentralization.
And if this is going to ruin my business plan and my dream, we're not going to let it happen.
It's like an insurance plan.
It's like, obviously, they have control of the bridge, so they didn't do their due diligence and audit every single one of these protocols.
Because they knew in the background, if some fuckery happened, they could just halt the chain and fucking refund all the fucking money.
And then, obviously, this was going to happen with this incentive program, giving out millions of dollars to people.
Obviously, you're going to have people that are going to have exploits in their contract.
But who gets to pick and choose?
I guess.
Who gets to pick and choose?
And then I saw, for example, I saw a guy playing the little YOLO games kind of raffle, right?
I think he bet 85 ETH or something, and he lost in the 0.99%.
Like, he literally had a 0.99% chance of losing, and he lost.
And it's like, all right, cool.
Does this warrant a rollback?
Can you roll me back my money?
I didn't mean to fucking lose this.
It's like, you know, I get it.
It's going to affect a lot of people.
But at the end of the day, like, now what difference is Blast besides Coinbase?
And instead of the feds, it's Pac-Man.
So unless you had bags in there, that's the only reason you're fucking sitting there cheering on the sidelines.
Because in all reality, I mean, you can't roll back damn near anything else.
Why is this an exception?
Just because a lot of people were going to be affected?
I mean, Akutar locked up, what, $15 million in the contract and just said, fuck you, two years ago?
I mean, we've seen it happen a million times over and over on ETH.
And then now, because we have the ability to un-centralize or to centralize things, we're kind of abusing that power.
So I just feel like it's a slippery slope, man.
We start now and by, you know, two to three months from now, depending on how close you are with Pac-Man, it's going to be how much you can reverse the time.
Yeah, I just don't see a lot of people really care about decentralization.
There are people that do.
But a lot of people, when shit gets scammed from their wallet or their bank, they're used to calling the bank and getting a refund or having FDIC insurance.
So I even think new participants in this space expect some kind of way to stop this shit.
And I don't totally agree with it either, but I'm glad that, you know, the people that were affected were able to get their, hopefully get their money back.
Wasn't North Korea behind this one?
That's what I heard.
Yeah, apparently it's a network of North Korean devs.
Those guys never give up, bro.
Those guys never get up.
That's crazy, bro.
They're always behind everything.
The Ronin hack, everything that has like a bridge around it.
Fucking North Korea is like circling it, trying to take it down, bro.
Supposedly it was like super sus.
Here, I'm going to post it up.
They have this whole network of how many, it's four different devs hired by the same person.
And apparently all the devs were either the same person or connected.
They all funded each other's wallets.
They all sent money back to the same funding address and like Coinbase and whatnot.
So it was a group of hackers, but they said that their Git book was like staged 100%.
Like you could just stare at the Git book and see every single buzzword known to man to get hired was there.
You know, stuff like that.
Like, hey, please, we're ready.
And so they had all of that.
Teams were probably eager.
They were probably good devs, not even going to lie.
And so they kind of, you know, proved themselves.
But put it in that backdoor head.
We're waiting in the cut.
And sure enough, dude.
I think Zach got his money hacked, too.
Because he was out there saying he's going to rape people.
He's done, bro.
He's done being PC.
He's like, everybody hates me, bro.
I'm going to fucking go off on people, bro.
Like, he's done getting made fun of.
He's done being used as like a straw man.
He's pissed off, bro.
I'm trying to see if I can find the quote.
He literally said, I know, bro.
He's going, he's being vulgar as fuck.
I'm like, damn, Zach, bro.
But yeah, I mean, I would be the same way, man.
Look, buddy.
I will rape you and your entire nation so hard.
You will have more blackouts.
I'm like, damn.
And then he tried to say that he was hacked.
I'm like, nah, you just had a lot of money in there.
And now you're mad because you can actually do something.
But good news is it was reverted.
The money is coming back.
They got a hold of the hacker.
He said he would reissue the keys.
Does Zach have that much power to turn off fucking lights in North Korea, bro?
Zach's like that?
Wow.
No, probably not, dude.
I pinned up this, this thing was going around yesterday.
And obviously, the community notes found it.
But it was basically this woman, basically, AI-generated woman, basically talking about these wipes.
And it was very eerie to see someone like this, like AI generation.
And we're getting very close to not being able to tell the difference.
But here in the notes, basically, only the voice and lips are syncing are AI-generated.
It's a service that uses prerecorded video and real human actors.
So a lot of people are saying this was all AI-generated yesterday.
It was just like going viral.
And then the community notes got on top of it and said, yo, this woman's real.
It's just her voice and her lips that are actually fake.
Which, I mean, okay.
I guess it's probably like not an ad for wipes.
It's probably another ad.
So they just, instead of having that person recreate a video, they just sync her lips up and put a different voice on her.
Which would probably save some time.
But, yeah, AI's getting crazy, man.
AI's getting crazy.
And then, you remember me last week talking about Sui?
And how they have their Sui boot camp in, like, 22 days.
And that was kind of my catalyst for getting in the trade.
You remember that?
When I said I'm going long on Sui?
Well, I did.
And it was based off the narrative of, like, these conventions and stuff are catalysts for the token that people speculate on.
I gave you, you know, pattern matches between the Solana breakpoint and how the token, you know, went up in price into the Solana breakpoint.
I showed you the NVIDIA conference we got into.
And it ran into two weeks.
And last week, I got into Sui at a pretty high mark.
I think I got in at mark price.
I think it was $1.88.
And luckily, I had low leverage on it.
When I'm doing, taking positions that I'm looking for a catalyst event in the next two to three weeks, I take, like, three to five X max.
So, that saved me a bunch because we basically got a lot of whips down around, I think my liquidation was $160, $1.60.
I think I got down to $1.61, but without getting liquidated.
And, you know, Sui has been ripping for the past, like, day, two days, three days.
It's up to all-time high at, like, $2.11.
So, that thesis seems to be coming to fruition.
And I think I looked at my P&L this morning.
I was, like, $350 in the profit.
But looking at it last week, I was, like, $550 in the negative.
So, just showing you that you can do this stuff.
But sometimes a lot of people will convince you that you need to do high leverage.
You need to do 10, 15 X leverage.
I was doing, you know, two to five X this whole time on these events.
And I'm making, you know, $300, $400 P&L in, like, a week or two.
So, just showing you guys examples.
If you don't need to ramp up your leverage all the time, you can play with two to five X and still make a nice income.
Especially if you have a thesis about, like, some catalyst event or something like that.
So, Sui looking nice.
Even Aptos, man.
Like, move language, right?
Like, that's the computer language that Sui and Aptos use.
Obviously, you guys know the story about those two teams were behind the DM project around Facebook.
They split.
They went both their ways.
But they use the same language.
And Aptos has been kind of pegged to Sui.
They kind of run together.
Kind of like a correlated trade.
Like Pudgies and Sappies a little bit.
And Aptos is really stepping up their game recently.
And going to these BlackRock conventions.
And it looks like they're pivoting to RWAs, too.
So, when you see Sui moving, I mean, maybe a lagging indicator.
You could get into a trade with Aptos.
Because they kind of move together.
And pretty bullish.
Pretty bullish on both of them.
And I think they're going to be announcing at their Sui boot camp about some kind of device.
Maybe a phone or something like that.
So, we'll see where it goes.
I'll probably, you know, it's buy the rumors, sell the news.
I typically sell before the convention.
But I'm going to keep this trade open, man.
Keep this trade open and see where it goes.
But, yeah, man.
Did you look into any kind of other coins like that, Chief?
I know you're not really into buying, like, stuff that's, I don't know.
I'm not saying that you're not comfortable.
But this stuff isn't on the timeline that much.
So, a lot of people are like, oh, it's a scam.
Or what the fuck is Sui doing?
And you kind of look into Sui, man.
They're doing a lot of cool shit.
And a lot of people are getting into it.
I'm just trying to get into it.
And it's even worth it, bro.
Honestly.
Like, my shit sat in Tia.
I had a little fucking spreadsheet.
Grafted it all up.
You know, knew what price I entered.
I mean, I personally sat in that position probably two and a half months.
Didn't make a single fucking difference for me.
So, I could have either, you know, opportunity costs on that.
And that's kind of what I look at.
It's just primarily opportunity costs.
And these horizons of just dry-ass sitting bread there, in a sense.
When you got something like JLP printing the way it is, and then you just have, in a sense,
just the volatility of even Solana, right?
Or Bitcoin itself.
These kind of low leverage, low-priced bets on ordinals.
I mean, to me, it seems like a better store of value for my bread than to fucking have two
grand sitting in Tia, right?
And then another fucking one grand sitting in Athena, and then another two grand sitting
elsewhere, right?
I mean, I know that I'm kind of slimming myself.
But at the end of the day, like, what am I cutting myself out of?
A couple hundred bucks.
And so, yeah, that could be beneficial.
But it's also, I feel like the amount of work in terms of keeping up with it, making sure that
it's actually profitable, kind of, you know, the intentionality makes it not worth it for
me, you know?
I was kind of, yeah, I was probably more, I mean, I understand you sitting on your capital.
I was more talking about, like, leverage positions, like trading, like, events with,
like, leverage, right?
Like, because all these, like, Apto, Sui, Se, are all on Drift Protocol.
So I was wondering if you ever kind of look ahead and, like, want to take out some, like,
leverage positions, like I do, and, like, print money by, like...
I just do Sol.
I just leverage Sol.
Okay.
And I hit, like, trades on that.
And that's mainly because I can do it on Jupiter.
So I'm kind of just trying to bet on Jupiter airdrops and shit, you know?
Yeah, that makes sense.
It looks like we're about to hit an altcoin season, which you guys have known, but pin
this up from El Crypto.
It says, as you know, the golden cross of the Gooner EMA, the monthly chart of altcoins,
finally happened recently.
And now that RSI has reached negative 70, it had, or I guess 70, it was the same in 2016,
2020, and altcoin bull run followed.
Send everything.
Season is near.
So this guy's basically saying the altcoin season you've been waiting for is right around
the corner.
I don't know if that's going to be initiated by, you know, the halving or what, but we
basically crossed this golden cross on the monthly, and that typically, from the past
three times, basically told us that altcoin season is right around the corner.
So if you are in altcoins, that's probably something you want to be staying in, and just hold on
for your life.
Well, especially, like, ordinals and stuff is retraced, but we all know, like, those are
good bets.
And a lot of these ordinal projects that are going down in price are probably going to have
some catalyst event around runes.
A lot of people are saying, like, some of the best allocations for runes is actually
just holding these NFTs, like Bitcoin Frogs, OMBs, Node Monkeys, Bitcoin Puppets.
Like, a lot of rune stones, a lot of the runes that do come out are going to be allocated
to those NFT projects.
So I don't know.
I'm not going to sell right here, like, especially right before rune starts.
This could be, like, something you're like, oh, man, I'm down $10,000 from last week.
But, I mean, you can make that up in less than probably a month or something with all
the airdrops you're going to get by just holding these projects.
So that's kind of where I am with the ordinals, personally.
I'm just sitting on my hands and not trying to fuck anything up.
How about you, man?
Same way?
Yeah, no, I mean, I'm accumulating, more or less.
I'm just buying more art.
I think that art will have its day.
And, you know, art just keeps diminishing until a supply crunch happens.
So I'm just doubling down on belly shit, you know, doubling down on all of just my art
plays.
Do you think art is one of those things that, like, really pop off in a bear market instead
of a bull market?
Because I don't think people are patient enough to sit on art while there's shit going
on on meme coins and other chains.
I feel like art is kind of like a hedge in a bear market.
Like, people want to put something into stable.
It's a different group of people.
Yeah.
Yeah.
It's a different group of people.
You're not...
Art is not going to be for those that are playing on meme coins or doing any of that shit.
You know what I'm saying?
And traditionally, what art collectors, what occurs is they are consumed by so much going
on on the timeline or whatever that they're focused on collecting that someone's going
to walk up to them two or three months later and said, hey, man, did you see this piece?
Did you see this drop?
And they're going to be like, no, I didn't.
Let me check it out.
And then they're going to go check it out and be like, oh, shit, I want to collect this.
And it's not about the price.
It's not about how long it is.
They're just going to go collect it.
Right.
And so you have until this moment of discovery, which is what traditionally happens.
I mean, Squiggles sat there for weeks until Snowfro cut off the mint.
Right.
And so art moves even fucking 50 times slower than traditionally Bitcoin does.
But when it does hit the point of discovery, if it's working correctly, you will have consolidated
all the way up until the point of discovery.
And then once people actually figure out about the collection or realize what the relevance
is, it becomes hard to, you know, collect these pieces.
And so that's kind of just been my thesis on, you know, just doubling down and doing quantity.
And so, yeah, man, I'm just doing quantity and just collecting a shit ton.
And hopefully one of these ends up being some type of like Fadenza, Squiggles, kind of, you
know, provenance, autoglyphs, something along those lines to where we continue the consolidation.
Right.
And that's one of the biggest metrics for me that when I'm looking at art collections, primarily
versus PFPs, is if the number listed keeps going down.
Right.
I mean, I could give a fuck less about holders.
I could care less about anything else.
Number listed has to go down.
Right.
Because that just means that either whales are accumulating or new people are coming in.
And the minute that that gets to somewhat of a, OK, like everyone gives the head nod of
now let's make some noise because there's not enough on the floor.
And that's just how art moves.
Right.
You'll start seeing one or two bull posts when people realize of how thin and how easy it
is to move.
And then, boom, the collection now has a spotlight and will kind of cycle into a run.
So that's kind of just positioning myself for future dollars.
Sorry, my phone.
Oh, my bad.
I was just we got a new update on a new runestone airdrop.
Have you seen these rune shields?
XYZ?
Like, yeah, just I would suggest on that.
I have that in my bookmarks as well.
Do not connect your wallet.
Just just input your wallet and paste your wallet address.
Right.
A lot of these sites, they have the ability to just do that.
Paste your wallet.
So I would do that rather than sitting here and kind of connecting your wallet to every
quote unquote airdrop.
Once again, it happened yesterday and kind of just sorry to steal the spotlight on this,
but just on the same subject of connecting wallet.
Archon, right?
Or I don't know how you say his name.
Archon, the creator of Ordinal Rugs, you know, and massive collector, big OMB holder had, I think,
1.5 BTC taken and about 300K plus worth of assets gone.
I'm going to just be real and you can hate me.
You can, you know, tell your mom I could care less.
You're not going to win a giveaway.
It's probably not going to happen.
It won't be you.
It'll be everyone else besides you.
And there are no more extra runestones hidden for you in the future that Leonidas didn't give
away like that doesn't exist.
Magic Eden doesn't have any stockpiled for the future for marketing purposes.
Like, let's be real.
Everyone's sitting here and getting in this frothy kind of mode of I could give a fuck less
what Discord pings you and says, hey, go to this website.
There's runestones.
That's nice.
No one cares.
If they wanted to give it to me, they'd give it to me.
They know where my wallet is, right?
Let's just be real, guys, because, I mean, I don't understand people of not to discredit
him, but of this status and this caliber with hundreds of thousands of dollars of assets
sitting here chasing a handout or a giveaway for, you know, 0.01, 0.02.
Not to say that that's not a lot of money because it is.
But, I mean, let's be real.
At what point is this greed, right?
And not just logic.
So, you didn't win a giveaway, unfortunately.
If you did, they'll come find you.
And if you didn't, it's okay.
There'll be another one.
So, just please stop connecting your fucking wallets.
It's the same scam.
We talked about this two weeks ago.
Magic Eden does not have any more runestones.
No one does.
It was dropped to your wallet for a fucking reason.
Use your brain.
Please.
Please.
It was like five or six people got hit, dude.
I know a lot of Solana influencers are getting the fake Apple calls, right?
People are trying to get SIM swaps.
So, shit's getting, like, frothy, but it's getting bad for security purpose.
So, YubiKey, ledgers, not going after random fucking giveaways, right?
Just being a little bit smarter on that end.
Well, luckily with this one, all you have to do is input, just put in your wallet address
and search it, and it'll tell you.
So, we are getting a little smarter over here and not connecting wallets.
So, you can go to runeshield.xyz, put your wallet in there and search whatever your runestone's
in, and you should get approved.
So, how to get the runestone airdrop and block 8385015.
The address holding runestone could qualify you for a runeshield airdrop.
Can runeshields with orders placed in market receive airdrops?
Yes, as long as you hold a runestone at the time of the snapshot.
Can runestone staked and other protocols receive airdrops?
The airdrop will be delivered to the address where the runestone belongs.
So, just another runestone airdrop for people.
And like I said, I just think holding this stuff and waiting will probably be profitable.
It will probably pay off the runestone itself over time.
So, see where that goes.
Yeah.
Kind of just like the Bitcoin version of the Solana phone.
Yeah, pinned up to the top is just Archon's, you know, post-mortem kind of debrief of what
happened.
So, you know, it's always good to understand how these hacks happen so you can protect yourself.
That's there.
Next.
Oh, what do I have?
Oh, I don't know if this is what's coming to ordinals or not, but hopefully, because these
kind of look fucking dope.
We knew Bored Leonidas was teasing his ordinal drop for a while.
Um, and, you know, after initiating or saying that he was coming to ordinals, kind of got
off put by a lot of people just trying to take advantage of him, you know, people that
he never talked to, or even homies that vanished and now came back.
Just, you know, natural flow of things.
So, he pinned up yesterday, maybe a little sneak peek, uh, has a lot of, I would say, notable
KOLs in the space, but also memorable events and people kind of just reminders of what's
going on at the time of it going on, which I think is cool.
Almost like a time capsule.
So, if this is on his, uh, kind of his ordinal drop, I'm excited to see how it's going to
go, man.
Uh, he's been real quiet since then, but it seems like it.
I had an update on that Rooney gun bot thing that we talked about yesterday.
Did you see them update?
And it looks like they do have a private node.
I'll pin it up for you.
Um, but we were talking about this Telegram bot that was, came out, that released yesterday.
It wasn't a release, but their Twitter released yesterday.
I just want to keep you guys updated.
He's like, welcome to the Rooney gun, a Telegram bot designed to securely and easily create,
mint, and trade runes on the Bitcoin blockchain.
With the runes going live in 24 days, are you ready?
What are runes?
Uh, runes are unique tokens on Bitcoin blockchain that represents various assets and utilities,
Bob, we all know that, uh, once runes go live, Rooney gun is the best place to get your hands
on runes, trade runes on day one prize, prioritize security and cybersecurity expertise, one-stop
solution treatment and trade you trade.
Um, here is the diagram of how they are doing it.
So at Rooney gun security is our core value.
Our team is an expert in technical, uh, penetration testing and forensics and, and strategy architect
design and GRC aspects of cybersecurity industry standards.
So looking at this diagram, you have a user with the phone and the user with the computer.
It's basically connected to Telegram.
Telegram is connected to a Telegram bot API, which is then connected to an SSL VP, which is
the Rooney gun server, the Rooney gun server is connected to an IP sec VPN and the VPN is where
the devs are.
And then the SSL VP in, which is the Rooney gun server is connected to a private node, which
that private node is connected to the Bitcoin network.
So looking at this diagram, it looks like they can, I guess, create a bot, I guess.
Right.
Wasn't that your concern is that they, the only way they could do this, if they had a private
node.
Right.
So does that make sense?
It does make sense.
I mean, now I'm interested to see like, yeah, this is just how it'll, how it'll handle loads.
I mean, I, I think that Telegram bot automatically makes people think that it's going to work faster
than what the underlying tech is, which is still Bitcoin, you know?
So people are like, Oh, Telegram bot quick trading.
And in reality, it's like, no, it's just Telegram is a UX, a UI to make trading on Bitcoin, right?
The underlying chain or whatever it is, just simpler, easier, more accessible.
But, um, that's kind of what, you know, if people are going to be spamming the fucking
Telegram bot, if it's going to cause the, like the, the node to lag, um, because of that
kind of shit, you know?
Oh, don't you have a node?
Yeah.
What's stopping us from creating our own?
Fucking bot.
I mean, I don't know.
We're doing the TDA bot, bro.
TDA bot.
Yeah.
There we go.
We're going to do the TDA bot.
I mean, like I said, I don't even trust myself.
Even if I knew, bro, I'd rather just position myself around MFers that, you know, I could
just depend on them for.
Honestly.
Facts.
Facts.
Go ahead.
We'll pin up something to the, so we got something that just dropped 17 hours ago.
Um, for those of you that are still, uh, bullish on the BRC 420 ecosystem, this is kind of the
metaverse style play that, uh, is primarily focused on Merlin chain or has been focused
on Merlin chain so far.
Well, they launched, uh, eight big games said he believes it's the first BRC 20 420 game
almost looks like a, kind of like a doom style game, but you can go over there and inscribe
the game yourself to actually own it.
Uh, fees are pretty fucking cheap in the sense of royalties, right?
It's seven bucks.
So he's not really doing this to make money, but you still have to fade network fees or
anything like that.
If you do wish to participate currently, only three have been inscribed so far, so probably
not anything crazy, right?
But just innovative and different.
And if you're a fan of the BRC 420 ecosystem, I mean, I don't see why you wouldn't add this
to your repertoire.
So have you seen, uh, I'll go ahead.
Yeah.
You want me to pin up the mint schedule?
Yeah.
I was just going to say that what we have today, cause I know we have a couple of things coming
out on like the Bitcoin side or, or was it the, there's a bunch going on today, bro.
San Francisco, Tokyo visions or some shit.
Yeah.
Sanford, uh, Sanford, Tokyo is launching their PFP.
It looks like we got, uh, the wells, which is, uh, Kung's yoga pets have their, uh,
pre-sale today and shit too.
So there's a bunch of stuff that's not ordinals related.
I mean, there are ordinals shit, but there's a bunch of stuff that isn't ordinals related
that has been kind of waiting to be like released for a long time.
So I forgot to make the post.
I'm making it right now, but I have all the screenshots, so I'm doing it right now,
pinning it up right now.
Um, so we'll get into what's minting today.
Bada boom, bada bing.
And you guys could all find this.
You guys know this, the mintwiz.app.
Swizzy created the app to kind of help us, you know, navigate the blockchain every day
on what's minting and what's not.
Finding opportunities.
Uh, so we've got Space Nation.
That's a gaming project.
Um, 3,300 supply, 0.3 public sale, uh, draw that 0.4 mint time into March.
I don't know if this is going on.
It says it's probably.
So Space Nation's a game.
Check that out.
We've got Z blocks.
I think, uh, Steven talked about this yesterday.
Um, edition size 777 unique pieces, mint price 0.01 Bitcoin whitelist access at 12 PM UTC
and public sale kicks off immediately after.
So if you guys are interested in Z blocks, that is something that our art aficionados
bullish on.
So maybe you want to check that out.
We have the social network, which is the first Bitcoin staking layer two on earth.
Testnet live early country, uh, contributor free mint open fair launch main net and airdrop
soon.
Genesis mint announcement.
Our Bitcoin ordinals free mint is on March 27th guaranteed mint at 4 PM UTC wait list
first come first serve at 5 PM.
The inscription will take place on a block nine set mined by the inventor of Bitcoin.
So got another layer two.
Looks like they're minting the NFT.
Maybe that will be an allocation to the airdrop.
Not sure.
Um, we have the Wells token, which is, has been rebranded from Yoga Pets.
They have their public sale today for, I guess their token.
Um, I do have some information on this one since this one has been anticipated for a while.
Um, giving you guys an update.
So well three is a social gaming platform that gives you access to wellness through advanced
AI and blockchain technology.
They envision the future where millions of people will, uh, unite in their fitness and
health.
Thanks to part of cutting edge technology to secure assets and secure data ownership.
They have many large partners such as the world's leading web three venture capital firms, such
as Animoca, Newman capital, soul capital, and Spartan.
Well, three is strategically positioned to capitalize on global wellness market and has been booming
in recent years worth 5.6 trillion and expected to grow by 5% to 10% a year.
I don't know if you knew, uh, but wellness apps alone are expected to generate, uh, 6 billion,
uh, by 2027, which is huge and where they stay ahead of the game.
Um, so well, well three as a big community has over 200 K members on their discord, 700 K
followers on Twitter, 820 K DAP users and 500 K on chain wallets.
They have also already had an ecosystem in place for several years now with the NFT collection
and now a token that will be released.
They've launched their platform in beta mode and the stats are very good.
They have 820,000 users, 500,000 UWAs, which are unique wallet addresses, 500,000, uh, DAUs
and four, uh, was it 4 million mint objects or 4,000 mint objects?
Uh, they have a big financial resources and this is important and very good to, uh, very good
to know.
So, um, I think the pre-sale, it goes live today.
Um, I can pin you guys some up, some information on that, uh, once I get to it, but yeah, that's,
that's that, um, we've been talking about yoga pets for fucking ever, bro.
And finally we get the pre-sale, uh, today.
So I'll pin up this.
It tells you all the times, everything you need to know about the public sale for their
token.
I'm not going to get in too much of it.
It's a lot of when, where price, that's, and that.
So if you are interested, information is there for you.
Um, we have Temple Pharmacy, which is on Seoul.
We have a board.
I've been hearing a lot of people talk about that Temple Pharmacy and this and that.
It's Temple Pharmacy is a portal into post-civil world, uh, low, I don't know, powered by the
token Temple.
Temple Pharmacy MT collection is on Salon, is launching on March 25th on Magic Eden Launchpad,
which I guess they moved it to today.
Um, free mint, 10K collection, only the real ones will get on the list.
Let's take this post to a thousand likes and get a Temple.
The launch of Temple token is set for March 27th.
So it looks like the, the mint happened on the 25th and now they're launching their Temple
token on the 27th.
It would be today for dedicating time to flawless execution for a successful token debut.
So just another NFT that's launching a shit coin, which I'm not that bullish on.
Um, so yeah, there's that.
Orge Degen, I think it's something that people are interested in.
I think if you held like an Ordinal MaxiBiz, you got whitelisted to this one, from my understanding.
Um, um, I'm trying to look for the mint supply.
Yeah, Ordinal, uh, I guess they had a whole collab list that came out yesterday.
I forgot everybody that was on the collection, but it looks to be .00003.
It's a 3,333 supply.
The Launchpad Ordinal Genesis is where it's going to be at.
Uh, I don't know how these do.
Typically, if they're not on Magic Eden, they're not doing that well.
So they're trying to, you know, find people in bullish communities to mint this shit out,
which is they, they released that right before the mint to kind of like gain traction because
they know they don't have any.
So when I started seeing collaborations, oh, you get the, you get the mint, you get a mint
the day before the, uh, the mint makes me less and less bullish that the mint's out.
So that's, that's interesting.
Like I'd never seen this platform before.
And then now you see the kind of shit that's coming out of the platform.
I mean, no disrespect, but like it is, you know, kind of, uh, I guess they're trying
to be a better version of like inscribed now or, or orders are, but at this point where
we're competing for marketplaces again, so early on when in a sense, um, you already have
so many that it's fragmented, right?
You mean you got the Ordinal's market, you got Ordinal's wallet marketplace, you got Magic
Eden, you got Gamma, you got the ID club, IDR club or some shit.
Um, you got inscribed now, you got Ordazar.
So it's like at, at, and the fact that you have to manually submit for each one of these
marketplaces makes this like literal operations hell, right?
It's not, there's no Oracle that puts it on every marketplace or whatever for you.
So I don't know, dude, I think this fragmentation, it sounds cool because you get to partner and
in a sense, be, uh, one of the first movers for that new platform.
But at the end of the day too, it can be a double edged sword with the fact that you as
operations have to submit to every single marketplace, your list and try to make sure
that everything's cohesive and, you know, just the arbitrage opportunity across all four
or five, six, whatever the fuck you want to do.
I mean, for me, if I'm launching a marketplace, I'm trying to be more like Magic Eden and less
like Ordazar.
I'm trying to find an avenue where I'm supporting multiple NFT marketplaces.
Like look at what Prenut did yesterday.
They are basically rolling out say entities, then they included sole entities.
And then yesterday they're now showing that, Hey, send us your Bitcoin address.
So Prenut is doing what I think should be next.
Like Magic Eden has the stranglehold on a lot of NFT marketplaces.
You need to go after them and stop specializing in Ordinals because no one buys off these
marketplaces, bro.
I can understand it's like a launch pad, this and that.
But when I'm buying Ordinals, I'm using Magic Eden and that's it.
Like I'm not going to this other shit.
So I see that Prenut is kind of doing something different and trying to get these underexposed
NFT ecosystems, a place to like thrive right around where all the other NFTs are like Solana
and Bitcoin.
So can you sign up for that yesterday?
I did sign up for the Prenut.
But you're looking for volume.
So it's like, yeah, you can go to OKX and sell this token instantly or you can list on
Unisad and wait 10 minutes.
Right.
I mean, now you don't think that that's a long time, but that's a full block.
You know what I'm saying?
That's multiple transactions that could go by.
That's the price skyrocketing 10 minutes from one to two X.
So I don't know.
You got to go where the liquidity is.
And that's why it makes sense for Magic Eden to kind of dominate.
And then on that note, too, with other incentive programs of just bringing people from other
chains, right, you're browsing the ETH side.
You're like, oh, people talk about fucking puppets all the time.
Let me click this Bitcoin side and you click the Bitcoin side.
You see puppets.
You see node monks, right?
You see all these different collections, O and Bs.
And you're like, let me check them out.
And with their wallet, you can just swap your ETH, swap your soul.
So I think that the mall, right?
The approach that Magic Eden is having of being the mall is in a sense kind of winning right
now.
And the fact that they have the kind of ATM machine at the door, right?
Hey, swap from whatever you have, whatever you're currently doing, and just pick up some
Magic Eden points or whatever your favorite currency and we'll go from there.
So Magic Eden has just been killing it on that end just due to the domination of liquidity,
bro.
And we'll get back to Magic Eden.
There was that announcement yesterday from, what is the NFT5 thing?
The token said like April or whatever.
So people are speculating that.
Yeah.
I forgot the post and all the details on it, but people are speculating, you know, that
was the, that's how Magic Eden is going to launch this token is through this NFT token.
So they announced that like something April.
So people are speculating that these diamonds are going to be incorporated, like the airdrop
is going to happen in April.
And I thought that's a lot quicker than I thought.
And it's also separate.
One thing for people to keep in mind is that you have the diamonds, which are directly related
to marketplace activity and all that kind of shit.
And then you also have the wallet, which is in a sense, a separate product coming from
the same company or entity.
And so that'll have its own kind of allocation.
You know, you have, everyone got those little soul bound Royal Emmys that prove that we're
beta users.
So it's a whole separate category also and multipliers for that.
So I'm kind of excited to double dip just from wallet activity and use plus my diamonds.
And then just kind of talking about diamonds, I'll pin this up to the top.
We're getting close to the last day of claiming your ETH.
Retroactive diamonds.
If anyone was out there trading on ETH the last two years, use that wallet to connect.
Claim closes April 12th.
So you probably got it.
You got about two weeks or so.
The way it works is you get half of the allocation up front and then the rest of it, it is claimed
retroactively through or sorry, proactively through doing quests and kind of just the certain
little tasks that they have on their page.
So it's pinned up to the top.
It also does retroactively cover any ETH activity or EVM activity from 2017 and on.
So unless you're the OG of the OG from 2016, which fucking highly doubt any of us here are,
you didn't get it covered.
But even then, if you were, you would have been here in 17.
And so you got a fat ass bag of that.
So make sure you connect your wallets, all your burners and anything like that.
I mean, you don't think it's much, but when you see the price of these diamonds, you're
going to want to have every single one you could have got.
Aren't we waiting still for like Coinbase or not Coinbase, for Bitcoin also, for our diamonds
for them too?
Because I know they haven't started the Bitcoin rewards yet or anything like that.
So that's going to be huge, bro.
Because we've been on Magic Eden since the start, bro.
Like if they're going to retroactively do this similar to like RuneStones, a lot of us
that have been fucking around on Ordinal since last May are going to get a fucking huge allocation
of diamonds just using Magic Eden through Bitcoin.
So wait for that one.
Yeah, I think it's a pretty big air job.
Yeah, Snarls is a G2, man.
He's heavily actually involved in the space.
It's one of those people that he's not just building for, right?
But he's also building in and understands.
I mean, I just like the fact that I have open communication with him as well.
And a lot of people feel that way.
And so he's been, you know, doubling down on ensuring that the Bitcoin side of things
for Magic Eden stays kind of top tier and up to quote unquote standards, right?
So shout out to Snarls and the team, man.
Really excited to see how they do the incentivized kind of rewards, right?
And then just not so much gamified, right?
Just buying and listing.
I think that anything more than that just becomes too blur-like.
So not necessarily, you know, incentives for trade-based XYZ, but more so just buy, list,
trade, participate, get rewarded.
What did you take out of Casey yesterday posting this long thread?
Bruins Protocol is built up on layers and layers each parse unstructured data from the layer below
and passes it on, passes it to the layer above.
And it's kind of like a thread basically going into, like, how runes operates.
And it has, like, a GitHub link and shit here.
Did you read this?
Somewhat.
I just didn't fully manage to process exactly, like, the references, the, like, centographs
and all that kind of stuff of just, like, I guess dead entities or dead envelopes.
So I have to do a more, like, technical deep dive.
But, yeah, I read it briefly.
But it's one of those you got to reread it over and over again and go check out the GitHubs
and whatnot.
So basically, runes is just getting rid of the transfer inscription, right, where we
could just send it back and forth without having to transfer it and not having that
excess data, like, in our wallets and shit afterwards.
You get the ability to actually make these tokens fungible, right?
In a sense, the only way you can do that with BRC20s is if you change it down to the
front, like, the decimal, right?
And very few.
I know that's what blockchain racing was doing early on with, like, the matrix phone and specific
emojis, right?
And that's the only way that it's not using anything.
And it's fungible as one token.
But when you switch over to the runes, you're going to make it to where there is no more
of this kind of creation of packs and the corner boeing that we have, right?
The splitting of the 10K is just going to function and sell.
And then that way, you can have infrastructure built out for AMMs and stuff like that to make
it more token-friendly, right?
And you can have market making and it can go one-to-one.
Because the only way to see the account is basically send the transfer inscriptions to the person.
And you send your 50-whatever ordi to that person.
But now, I guess, with this, you'll be able to just send it without having to use a transfer
inscription.
And I think Chris also mentioned something that's interesting, that we see this with
SLP 444s or whatever, or 22s, where every time you have one, you have an account that's
created.
I'm trying to basically articulate what he said yesterday, which made sense to me.
And when you have these rune protocols, you have an account created under the original wallet.
And now that account is basically connected to the person that's going to provide the runes.
And now it's a lot easier to airdrop.
To people.
Well, yes.
And then, I guess, another easy way to explain it is, you're no longer going to be forced
to give the $20 to pay for $0.50, right?
Like, that's the biggest issue here, is that the way that the UTXO work and the envelope
systems work right now, is that, let's just say, I have a UTXO or a BRC20 with $20 in it,
right?
And you want $10.
I have to give you the $20, and then you send me the $10 back, right?
But once this is going on, right?
I, in a sense, have no ability of transferring, getting all my money because I handed you the
actual $20 bill, right?
And so now when we go into this new system, you can divvy that up and you no longer have
to move these as full entities, but I can just pay you the dollar for whatever I owe you or the
$0.50 directly, you know?
And we can make it, quote-unquote, fungible down to the decimal point of paying you directly.
It's going to be interesting, man.
I'm ready for runes, man.
I really am.
Like, I'm very excited and just want to participate.
I just want to see how it works and how it rolls out and, like, just the opportunities, I think,
are going to be a lot.
I mean, a lot of people that are the thought leaders in ordinals right now made it big on
BRC being early in the BRC 20s and dabbling in that.
So I think there's going to be a lot of people that gain a lot of wealth by just dabbling
in the runes early.
So I'm pretty excited.
And guys, it's a lot funner when...
Oh, go ahead.
Go ahead, bro.
I'm saying projections for the marketplace right now.
I mean, Tom did a post earlier and he was just saying, like, a rough idea of when,
you know, what the market's going to be at.
And it was like a lot of people, quote unquote, like, you know, the retail, crypto, Twitter,
normies, et cetera, are thinking that it's going to be under one billion, right, on day
of launch.
And it's kind of interesting because we're already at one billion plus in just IOUs.
So to be at under a billion under launch means that it was just a mass liquidation event and
runes kind of just failed day one.
So that's kind of what's interesting, too, is that traditionally when you have the masses
saying one thing, we do the other.
And more or less, most of the masses feel like it's going to be a flop day one.
And I think that only us kind of ordinal enjoyers or participants or heavier participants are
the ones that are extremely bullish on it.
So I think that that's kind of interesting, the psychology that's going on as well.
So, you know, you know, I mean, guys, like it's been an hour in the space and we just
had the first person come up.
I know.
I know.
Like we're goats.
Like we've been doing this for two years.
Me and Chief can talk for two hours straight.
We don't need you guys, but it's a lot funner when you guys are up here.
I know you're trying to see if these guys are for real, if they can really do it.
We can kick captain off.
And me and Chief will talk for two hours straight.
After the show's over, Chief calls me and we talk for another hour and 30 minutes.
So you can tell how great a space host is, is by the synergy and how us to just vibe off
each other.
And we don't need anybody else up here, but I love talking to you guys.
I love when you guys bring alpha.
That's the point of the space is you guys come up here and you participate.
So like we could do this by ourselves, but that's not as fun for you guys.
So come up here.
If you guys feel free to come up, participate, just shoot the shit, just talk with us.
That's great.
We would love that.
So what up, captain?
Thanks for coming up, man.
It's been an hour.
We're just like sitting up here, just vibing.
But yeah, what's up, captain?
They're all playing pirates in the discord.
That's why.
Yo, that's exactly what was happening.
That's really it.
That's the funny part.
That's it.
He's not captain for no reason.
He knew this was coming.
Man, that's exactly why I came up to is to talk about this captain's game because over
the last 24 hours, I've been hooked.
It's fun.
We've been earning a lot of blast points out of it.
We jump in the discord and the voice chat and have been strategizing and have gotten a
lot better day over day.
We just went through the captain co blast site and there's three different options to stake.
You can stake your ETH for 4% APR.
You can stake USDB for 15% APR or there's a cap token, which is the overarching game platform
that this captain's game is running out of.
You can stake their native token and all this will like increase your pirates here, which
will ultimately increase your blast gold that you'll get for each match that you guys have.
So it's, it's a cool game.
Um, I don't know if I'm early, if I'm late, but that's what I was about to ask captain because
obviously BitBoy J has taken the KOL role of blast and just like hates on everybody that
just fades blast at this point.
He's saying that you're late to this, but you're early to crypto volley.
So, and you're, and you're playing this one and I don't know, like, are you, are we late?
Because you know, BitBoy J saying everybody's late to this captain's fucking shit.
Is he just coping because he didn't get in or he says he's been playing it for fucking
years.
So are we not, are we late to this?
So it sounds like J, it sounds like easy.
They've all been playing this and have known about it for a while.
Yesterday on his easy's like 5 PM space, they did say that it was too late to get in.
Like they're saying like, what would you do for 0.5 ETH?
And someone said buy a ship and they're like, nah, it's too late.
You're buying the top, which you know what?
Like it price has tripled in the past like week or so from like 0.09 to 0.27.
But you know what?
I'm having fun with it.
Like for a game, uh, in web three where we can like earn these blast points, like I
haven't been doing any blast farming at all.
This is like fucking fun.
So I don't know if I'm done buying the top or not, but it's worth playing, I guess.
Like there's a couple seasons they're handing out gold based on like the leaderboard you're
I don't know.
I'll let someone else share.
You already got a, like a kickback as you were mentioning, you had no real exposure beforehand.
So we're kind of just, I mean, I'm assuming you were at like anywhere from zero to a hundred
points or something like now since playing yesterday and kind of this morning or whatnot.
Um, what are you roughly at or, or is it kind of that fast or no, is it weekly that they
kind of distribute or whatnot?
Yeah, you can, you get to check after each match, how many points you earned and how many
points your team earned your crew.
So we're trying to look into it.
If you can change that royalty distribution, cause right now the captain gets 90% and your
crew gets 10%, but I don't know.
The white paper says it's to come to come and like the discord, no one's really answered.
So hopefully that rolls out sooner rather than later.
But to date I've earned 307 K blast points.
Now I don't know how that ranks.
And blast.
And blast.
Yeah.
Sorry.
I don't know how that ranks up against with like other stuff.
Assuming you're at like zero more or less beforehand though, right?
Yeah.
Zero.
Or close to it.
Okay.
So roughly about 300.
Oh, that's not bad.
So about 300 K and about how, how long gaming wise would you say you guys have actually put
like in game play?
Maybe two to three hours.
Oh yeah.
That's not bad at all, man.
That actually sounds like pretty decent.
And obviously we don't know the price of these endgolds and whatnot, but just conversion
is of like time to what you're getting.
I mean, it seems pretty high yield, so to speak.
Do you know how this compares to like the other games on here where you like spin the
wheel or like how many points do you get for stuff like that?
I'm not.
I think every, I think every protocol has its own, has its own way of distribution and
their own way of doing it.
Like juice has their thing and, and all these others have their thing.
So it's not going to be one-to-one in my opinion.
You have more on this uncle.
Your hand was up and then we'll throw it to PD.
Go ahead.
I have a little bit more on this.
I'm going to ramble a little bit, but I'm just going to give all information.
So yes, there's a cap token.
It's about 14 cents or 15 cents yesterday.
It went up to about 40 cents.
There was a lot of big buys and a lot of big sells.
So it went, it doubled or tripled in a day and then went back down the basically before
the pump.
So there's, so I don't know what's going on there, but I bought a little bit.
I bought like 50 bucks worth or 10 bucks worth.
I don't even remember how much.
And you also get more emblast by staking their cap token.
You make a, I forgot how much you make.
You make like 25 per dollar or something like that on, if you put actual dollars, you make
15 or 20 per ETH.
And then you make, it seems like a lot more.
It seems like you make 40 or something per cap.
I'm just going to think that cap is worth nothing after this game, but I am farming points just
like how parcel, if you give liquidity on parcel that, that real estate platform on Solana,
you can just deposit liquidity and get points and not play the game.
This is kind of same way.
And it's technically not too late to play because I personally invested besides for buying that
cap token, $0 and 0 cents because we have a captain over here who bought a ship and he's
the captain now and we're just his company and we're just gaining and playing.
He makes way more than 99 to 10, you know, 90% out of the whole booty and me and Miyagi
and all these other players and double get like 10% of it.
So it's not a lot.
He's going to try to figure out and change that.
But for now it's fun.
We're finding new strategies.
It's keeping us busy.
We're not shit coining.
And it's probably going to get us some blasts and some gold.
If, if this, uh, and blast turns into like 10 per one, I think it's going to be worth
it because we're getting like, I want to say on average 200 and blast the match and each
mass gets like three to five minutes.
All right.
All right.
So you're a bunch of butt pirates.
Let's fucking go.
Yes.
Ahoy mateys.
Oh boy.
Trying to get that, trying to get that booty.
All right, PD, you're up my guy.
What's good.
Yo, how's it going guys?
How you doing this morning?
Just stuck in rush hour traffic going South in Southern California.
So if you've ever been here, we have so many listeners that we have so many listeners that
listen to us in LA traffic, bro.
So thank you for tuning into daily off to get by your day.
I'm in, I'm in orange County, by the way, orange County, not LA.
So I don't know if you've ever been on the 55 freeway at this time of the day, it's like
nine o'clock.
I'm not sure where you are, but holy mother, but Hey, you know, so check it out.
I'm coming here this morning to bring you some alpha.
Um, so the alpha is rare donks, rare donks.
And, um, I'm the artist.
I'm the founder.
And, um, we have a go to team, which I will tell you, I'll give you some alpha.
Who's on.
Bruh.
Come on, baby.
It's the first time PD, but probably the second time you're up here.
And you want to say that is alpha cause you're the artist, bro.
I mean, we love you, but add value to the conversation first, besides what you're doing.
And then, you know, we'll ask you about what you're doing.
So enjoy your traffic.
Go ahead, Steven.
Yo, GM.
Hope you guys can hear me.
Okay.
Um, I wanted to, those birds are going ham, bro.
Dude, my, my, my yard is a goddamn animal sanctuary right now.
Like I've got, I've got, I've got no idea what's going on.
Dogs come out here and yap every now and again, but right now it's just birds, planes and everything
else.
Um, but look, I wanted to drop a little bit, um, just right off the jump today.
Um, there's an OE that is, uh, coming up on gamma that frankly, I, I see no reason why
anybody would not want to get in on this.
Um, it's coming from auto.
So you can essentially go and mint this OE, um, over on gamma, I believe starting today.
I'm just trying to make sure I've got it right in front of me.
Yep.
27th at 3 PM UTC, free plus inscribed fees.
Um, it's called Rune Genstone.
Um, it's essentially going to be one of the very first pieces that's like specifically
for Rune Stone holders, obviously.
Um, but it is an OE that is a consistent generative drop.
So it's not like every single piece in the collection is just going to match one another
as an open edition.
Um, every single piece is going to be generative.
So they'll all differ a bit from each other, which is great.
Um, I would go and mint this one for sure.
Like it, it just, it's a no brainer to me because auto has been completely on fire, um,
just across the board.
So definitely worth taking a look at that one.
Uh, but yeah, you guys already spoke about Nonstratum, which is like one of the biggest
ones that I'm watching right now.
Uh, it's minting slowly on allow list, but I think that realistically it's going to probably
pick up a lot of steam here shortly.
And if it doesn't, well, the ETH collectors that eventually start opening their eyes are
going to come over here and want this one like badly.
So I'm not, not sweating the mint out speed either.
So that's the, the two big ones on the morning.
But chief, I did want to ask you real quick.
Um, did you see the clarification yesterday on the question that you'd asked me about Claire
Silver's controversy or most recent controversy?
Yeah.
She just read the token description.
Yeah.
I was just kind of surprised, like everybody was making a big deal out of it, but realistically
it was on the part of the auctioner that left out half the damn description.
Like what, what are we doing here?
Like, isn't, isn't this the internet?
Isn't this blockchain?
Why can't we cite the entire damn thing as it is on chain?
I don't know.
I thought it was silly.
Like, yeah, I mean, GGs declare, you know, to each their own.
It's, it's, it was a hot topic of conversation yesterday, especially, I think more so just
due to the signature aspect.
I think if the signature wasn't present, you know, and, and it was less kind of derived
from, um, people would be like, oh, it's more of an inspiration or I can see where she
got it.
Less so of a kind of a collage copy and pasta setup.
So, um, real quick pinned up, or, well, not pinned up, but just a brief update.
Um, since yesterday was a, meant that we had the TDA, the ability to pick up, these were
the pennies, right?
Each an individual rare or some common pennies, right?
With the concept of, um, these were sets, right?
Individual broken up Satoshis, right?
And then just in the way of Normie's sense, uh, the creator of, of this actual kind of protocol
slash the artwork was one of the OG creators of the SVG file.
So that was also one of the bullish points for that, but stats are now sitting at 0.0037.
So one penny equals roughly about 250 bucks.
So if you guys risked it for the biscuit or just took advantage of the, you know, I think
it was anywhere from 50 to $80 at peak, uh, with, you know, mempool fees or whatnot.
Uh, you should be up at least a clean two to three X, uh, and I think these continue to
run, right?
We're seeing massive sweeps, lots of, uh, kind of liquidity flowing into these with different
narratives and a lot of collectors from different chains, picking these up as some of their first
ordinals, kind of a low entry.
So something to keep in mind on that, uh, go ahead, Miyagi, and then we'll go to the hands.
Uh, GM, GM boys, uh, been playing my captain's game and listening to the show.
So, um, fucking hilarious.
I love this.
I love, I love, I love this space sometimes.
Um, well, all the time, actually.
Um, they want to double tap on 8-bit, man.
8-bit has been killing it, dude.
He got beats on Bitcoin.
He got games on Bitcoin.
I know you guys talked about it early in the show.
Just wanted to double tap on that.
Don't sleep with my guy 8-bit.
He's been out here.
Um, and then I wanted to talk my shit because I did something that's pretty cool.
Um, and I think it's, people in here would be, uh, think it would be cool.
So I pinned it to the top.
So today is Ross Ulbrich's, oh, sorry.
I'm on the train platform.
So I inscribed a Silk Road logo onto a black Omega sat from the year that, uh, the Silk
Road got shut down.
Um, and it's Ross Ulbrich's 40th birthday.
So that's essentially why I did it.
Um, and there's some alpha in the wallet too.
So if you want to go upvote it on Ord.io, that'd be really cool.
Um, but yeah, keep an eye out for the Silk Road scientists.
That's all I'm going to say.
Appreciate you guys.
Appreciate you, Miyagi.
Sound like you're eating your mic, so maybe get a snack.
Go ahead, Mines.
Yo, GM, GM, can you guys hear me?
Yes, sir.
So I was, uh, he was calling to a timeline.
I saw that match.
He, just for the DJs out there, uh, he posted a pre-show, uh, wallet.
Uh, he raced around 88,000 Solana already in about 30 minutes.
So for the DJs, I want to play the pre-sale meta, uh, one soul minimum.
I'm going to put it out there.
I just pinned it up for you guys.
It's Boba Opa.
Minimum one soul.
Like, retweet, drop your address.
Don't send any from an exchange.
Things will never be the same.
I have, like, a little, uh, I have, like, a little app that, uh, tracks Twitter, the top
NFT projects, and, like, how many followers they've gotten in the past day.
And the Boba Opa Twitter is up 67%.
Uh, Zoomania is number two.
CT Champions and Tensor Dynamics.
So if you're calculating engagement and attention, this is getting the most attention of any
other Twitter handle, uh, in crypto Twitter right now.
So, I mean, Machi's behind it.
People are going to speculate.
I mean, look, whenever, remember when he was dropping his Frientech thing and everybody
was, you know, going into spaces, he's like, when are you dropping your Frientech?
And he fucking botted his own Frientech with a bunch of devs and people got left hanging.
Um, this is going to be similar.
I see this, you know, pre-sale is going to get in, they're going to dump it.
And then Machi will probably announce, like, hey, I'll give a free Bored Ape out to someone
that's the biggest holder in the next 24 hours.
And the token will probably pump.
So, I don't know, man.
I'm not going to do it.
But, I mean, betting against Machi has never been really that good of a plan.
So, I don't know.
One soul, maybe risking for the biscuit, see where it goes.
But, these are all, you guys all fucking experience what happens with all these, man.
Like, the majority of the time, you don't even get your money back.
But, maybe this one, since it has a, you know, prominent influencer behind it, it might pump.
So, there you go.
Opa Bopa.
It's basically his dog, I guess.
His little furry fucking chihuahua looking thing.
So, there you go.
You guys want to get involved?
Like you said, it's gained a lot of traction in the past 30 minutes.
So, go ahead, Petey.
All right.
Yeah.
So, take two.
By the way, Miyagi, 100% is correct.
8-Bit is one of the goats in the space.
I haven't been into Ordinal very long.
But, I will tell you what.
I've had the pleasure to speak with this guy and chat with this guy on Discord and see what he's cooking behind the scenes.
Holy crap.
I feel so fortunate to be able to see what this guy's cooking.
This dude, like, putting beats on the blockchain, putting his keyboard synth on the blockchain, it's, like, next level.
And it inspired me so much to do some things and experiment.
So, you know, absolutely, I totally feel you.
I have thick skin, so that does not faze me at all.
I totally get it.
Etiquette is 100% what I'm all about.
And I'll be up here again, and I'll just, like, you know, I know my place now.
So, thank you very much for putting me in chat, guys.
No, it's not about it.
Oh, it's just about, you know, protecting our community in the sense of add value before you ask for value.
You know what I'm saying?
And then when it comes time, we'll be like, yo, what are you cooking up?
What have you been up to?
Hey, PD, how you doing?
You know?
And then, in a sense, it's always that it's better to be asked to sit down than it is to leave.
So, something to keep in mind.
For sure.
And I totally get it, dude.
You know, I'm a golfer, and so it's all about golf edit.
You don't step on somebody's line, bros.
So, I'm all about it.
I stepped on your line, and I'll be here.
I'll be here.
I just want you to be part of the community.
Typically, what happens with these projects, we give people leeway.
Like, oh, you participated for two weeks.
They show their project, and after their project mints, we never see them again.
So, I'd rather you not talk about your project and just be here every day and contribute.
Because I don't know what happens.
Once people launch projects, they have to concentrate on the project.
They provide value, and they don't have time for spaces anymore.
So, I don't know.
I'd rather you not show the project and be here every day than show the project and then leave, like, forever.
And we don't see you for six months, personally.
For sure.
Yeah, absolutely.
And you know what?
I really enjoy you guys' space.
So, this is one of those spaces where I'm in here.
I definitely, I definitely, like, really like listening to spaces that actually have some information and not just, like, talking a bunch of, like, you know, I mean, I know you guys joke around and stuff like that.
I'm all about it.
But, I mean, you guys provide information to me daily.
And I just want you to know.
And Steve, Stephen Miller, do that dude right there is a freaking beast, too, man.
Like, every single day I come in here, I learn more.
And, like I said, I am brand new to Ordinals.
I am not a veteran by any means.
But I have taken the orange pill, like, you know, five weeks ago.
And, dude, I have went sleepless nights now because I'm just so into it.
Like, I'm just living and breathing Ordinals, you know, just like, it's, I hope you hear the passion of my voice.
I love this community.
A hundred percent, bro.
Appreciate you coming up, PD.
And, like I said, I mean, we always got something to learn from you.
So, you're more than welcome to stay up here, man, and just add to the conversation.
Go ahead, Stephen, and then we'll keep the ball rolling.
So, I actually just had a question for you because, like, I've been thinking a lot about it lately.
And, obviously, we're kind of, like, headed into a fever pitch here with all of the different RuneStone, DRIV, airdrops, and other shit that's being dropped to us because, you know, the RuneStone list is out there now for what is fair in some people's minds and not fair in others.
I wanted to get your perspective.
This can go to X, Chief, anybody else on stage.
What's your current strategy and approach with this thing?
Because, like, it's obvious that not everybody is going to be able to keep up with what's what in this going forward.
And, you know, you've got to be tuning in to the TDA, of course, to, like, figure out what the fuck everything is.
But are you just holding everything that comes in?
Or are you trying to, like, narrow it down at some point and just be selling out of some of these things to take some profit off the table?
I mean, I guess it really depends on your level of ingrainment into the ecosystem, in a sense, right?
I mean, I kind of live, eat, and breathe ordinals 90% of the day and kind of dabble and, you know, more or less do research on everything else as supplement.
So, for me, I am playing my eardrops, right?
But for the most or the more passive person who doesn't have the luxury of either staring at a computer or being ingrained in kind of ordinal chats, I would just be kind of holding and riding this out, man.
That's been traditionally the best kind of ROI in the ordinals ecosystem is just, in a sense, holding and forgetting.
And, I mean, I would kind of probably double down and say that you're better off holding and forgetting rather than sitting here and trying to play the market if this isn't your market, right?
If this isn't your primary bread and butter and you're using this more so as a you want to participate and have exposure, then do it in a passive way.
Just because of all the craziness right now, it's really easy to get caught up in, you know, the next shiny thing.
And be swayed out of positions of conviction.
And so, that's kind of where I'm looking at right now.
I mean, I don't know.
I think X might be playing it a little bit different or if anyone else has something to say.
But, yeah, I guess not.
Go ahead, Dan.
I appreciate the perspective.
I think it's something that we all need to be challenging ourselves a little bit more with lately.
So, even if it's just the one viewpoint right now, I'd encourage everybody to be thinking about it a little bit more critically.
Because, honestly, having a strategy is way, way, way, way better than just accepting what comes in a lot of ways.
So, just be thinking about it.
I don't know.
Again, I'm just a fucking art guy.
What do I know?
Yeah, I mean, when it comes to runes itself, I mean, we've seen it.
I mean, you could study Bitcoin puppets.
You could study Node Monkeys.
You could study Ordi.
I mean, obviously, they're going to be the plays that have providence.
Maybe, like, the first tin that Casey does.
But, just like Bitcoin puppets, they have nothing to do with providence.
There's not even a low inscription, but it's the community.
And these are shit coins.
We've seen it over and over.
The people that have the top KOLs, that have the strongest communities, can pump the coins, are going to be the top coins.
So, study what you've learned already and follow the people that have the loudest mouths on Bitcoin.
And those are probably going to be the top rooms.
Yeah, there will be ones that, you know, the ones that have providence.
I'd say, like, the first ones, but then there's also going to be ones that just have solid communities and solid people in the community pumping it and saying that you can't, you know, and making people FOMO.
So, just follow the Bitcoin puppets or whatever they're shilling.
You'll be fine, basically what I'm saying.
I mean, in that sense, it's like, I think about, it's kind of how, what X was saying about, you know, KOLs and that sense.
Dude, I'm buying Tiny Vikings because if these fail, I'm going to fire Alpha Saiyans ass up, bro.
I mean, I'm just being real.
I know exactly who to go to, who to bitch at, and why I'm investing my money.
And so, when you have that ability, that becomes a little bit different style of investing.
And so, I'm kind of putting my money to where people that I know are every day, in a sense, or have a track record of showing up.
And if push comes to shove, or if my conviction is wavering, I can say, yo, what's up?
What's cooking?
Hey, what's up?
What do you have going, right?
It's kind of being able to leverage that network aspect as well to kind of either solidify your thesis or poke holes in it.
Because if you're sitting here looking for holes, you'll find them, right?
But at the end of the day, you're going to find holes everywhere.
So, why not double down and build with someone you know that's willing to find holes and fix them, rather than pretend like they don't exist.
And so, I mean, I'm just being honest, like, that's literally why I buy Tiny Vikings, because I can text Alpha and be like, yo, I told so many people to buy these shits, and I'm down this amount.
I need you to do something, you know?
And it's like, devs do something.
So, I mean, think about it in that sense, right?
But I would just be wary of teams that you have absolutely no connection to or intentionality of being a part of, and just hoping that you get some free shit for spending 50 bucks, right?
That's not my thesis at all.
Go ahead, Dan.
And then we'll go to PD.
Yeah, I liked, you know, I was agreeing with a lot of what was said.
And I also think, you know, diversification of the types of things that you're getting into helps as well.
So, like, paying attention to the space, for example, seeing where the hype is, and kind of knowing there's an opportunity there.
It might not be a conviction play for you, but it might be a way to make some money.
So, it kind of depends on your purpose.
But when it comes to ordinals, like, I've been doing a lot of the set it and forget it type of approach, because, I mean, we're still pretty early, you know?
And there's going to be a lot of people that are going to want to get ordinals and jump into these collections when the real momentum starts to pick up.
Because as far as I'm aware, like, there hasn't been too much extra money added to the space to really say, hey, we're fully at speed.
So, that's just one thing, perspective-wise, that I kind of approach the whole situation with.
Speaking of diversification, you know, there was that whole degen type nouns thing yesterday.
Have we gone over that?
No, we haven't talked about it yet.
Go ahead.
I was able to get two of those things, and I thought that was kind of interesting.
And, you know, that was kind of one more approach, like saying, hey, this might have some gravity to it.
But, you know, in terms of making the best play, you know, it's like that was more so on the degen side of things.
Yeah, and I mean, that ran up to about 200 plus .003.
So, if you got a noun, GG's, if you capitalize on that call.
So, it was about anywhere from $30 to about $50 each.
And they were selling for about $250 to $3 this morning.
So, it is just nouns on Bitcoin.
There's nothing fucking special.
It's the same image.
The only difference is from all the other nouns on Bitcoin is that this one is all of the actual nouns.
Rather than percentages, the first 10, the first 50.
This one has the whole, like, 1.1K.
And so, it's complete, quote-unquote.
So, that's why people have been buying, quote-unquote, sweeping, doing whatever the fuck, degenning for them.
I'll pin up something for those nouns.
And then, real quick, before we actually continue on and go to the hands, another rare Pepe artist, Robness, inscribed the 10th largest ordinal inscription ever, pinned up to the top.
So, I don't know if all these rare Pepe artists are kind of doubling down on the narrative of Bomi and, you know, selling ordinals, utilizing Bomi as the berm and the pay mechanism.
But we're starting to see more and more fake rare and rare Pepe artists.
I will say, I do know that the inscribed Pepe and the little Peepos team do have direct correlation as facilitators slash kind of advisors for a lot of the fake rare, rare Pepe team and what they're cooking up on ordinals.
So, if you were to look for exposure, I would try to pick up either a little Peepo or drop the three Bitcoin and grab yourself an inscribed Pepe and let them hang.
So, up to you.
Go ahead, PD.
Yeah, so, hey, I got a couple different things.
First of all, the nouns, is that the same, like, project owners and founders that did the nouns on ETH before or who is this or is it?
No, just randoms.
Randoms?
Okay.
And then, also, you, I'll go ahead.
No, no, I'm just saying it's just 100% like random DGN play, nothing special, unknown kind of team or anything like that so far.
Got it.
Got it.
Okay, and then, also, so, Alpha Saiyan's project, if that's the correct way to say it, I've had the pleasure to speak with him, go into spaces and wrap out with him on Discord a little bit.
Super smart guy.
Absolutely dig the dude.
I got a couple of his tiny Vikings.
And, you know, I've been trying to, I think it's called, to, you know, etch them on his site.
Have you guys, but I believe it's just staking, right?
Have you guys done that yet?
Have you guys successfully staked your tiny Vikings?
Yeah, so, if you purchase tiny Vikings from secondary, they are already etching and mining runes.
If you were airdropped a tiny Viking, you have to send it to the wallet you would like to mine runes.
If it is the wallet that it was airdropped to, then send it to yourself.
But if you purchase from secondary, it is already activated and you don't have to do anything at all.
Okay, perfect.
Then, yeah, I bought mine off secondary.
I bought a couple of them.
So, I'm good to go then.
Thanks a lot, brother.
Yes, sir.
I mean, I've been scooping on secondary too, just sniping the golds and kind of the traits, right?
I mean, they'll probably be that post-reveal dip from the actual aesthetics.
But, I mean, they look cute, dude.
They're cute little guys.
And hopefully there are or there will be some type of premium for the PFP aspect itself.
So, it's kind of what I love.
I love the Discord, the little Discord dude, how his horns turn upside down and, like, rocket them out into space.
It's pretty cool.
Yeah, Lars and Co are dope, man.
And they've been cooking on Sagaverse for a while.
So, I'm excited to see how this plays out.
And, you know, just the fact that they already have some, not necessarily issues, but their tech is not showing up on Magic even the way it's supposed to.
It just kind of leads me to believe that they're going about things in a different manner than your traditional kind of inscribe and go.
So, it leaves me a little bullish on that.
As you guys, I'm going to pin something up to the top.
As you guys know, I am a big Helium fan.
And I told you guys yesterday that they were coming out with some type of way of protecting the network and just, you know, for the gamification aspect.
Well, they went full revamp and now you have a dashboard inside your actual phone.
So, dive into new enhanced features like hex-based mapping, right?
Before, there was no hex-based mapping or it was just in the back end.
You didn't know if you were covering new hexes or not.
Cooldown periods, which was something that didn't exist beforehand.
Clear goals and tips for mapping success just due to the fact that you have to be out of the same hex for X amount of time.
It probably just guides you and whatnot.
Time zone sensitivity.
So, please ensure if you are mining Helium or if you're one of those Solana foam kind of maxis and whatnot,
update your Helium app so you don't lose out on farming.
Go ahead, Josh.
Yo, what's up?
I know a lot of us have been farming stuff here and there for a while.
And a lot of you have probably used Layer 3.
I don't think anybody's talked about this yet.
But they announced that they're dropping a token.
It was kind of a long time coming.
Everybody kind of suspected it.
But if you're into it and you want to farm something, Layer 3 is pretty easy.
You can go and do a lot of quests that you've already completed in the past.
There's like a daily GM button too that'll probably help you earn points.
But essentially every task or quest that you do gets you more points.
So, it's another easy airdrop to farm.
I've already done quite a bit on that just from other airdrops in the past.
It's kind of like that galaxy thing.
You just do random tasks.
And sometimes you'll get airdrops and it just kind of helps you tell you like different things to do.
New dApps to use and stuff like that.
So, if you're interested, check that out.
I just printed up top.
Airdrop Adventure official Layer 3 airdrop is coming.
On site, they've shared that minting cubes on Layer 3 can boost your airdrop allocation.
Make sure you complete the quest ASAP.
Start here.
Layer 3.xyz slash quests.
Apart from this, I think below will be multipliers.
Your Layer 3 profile level.
Total quest completed.
Total NFTs unlocked.
Total achievements unlocked.
GM stake.
Can also be a multiplier swap and bridge volume.
What's your Layer 3 profile level?
So, what's your profile level, Josh?
Have you got there yet?
That is a good question.
I don't even think I've really paid attention to it.
Because I know that a lot of times when I'm on there, it'll tell you like your weekly ranking.
And it kind of resets every single week.
So, I'll have to take a look.
I think I'm like level 12, maybe.
11 or 12, I'm thinking.
But if you are interested in doing this, I would say you can sort by different quests to do.
So, when you go to the search bar, you can sort it.
And I would go down to do the ones that give you NFTs and that give you these cubes.
Because it sounds like they're rewarding those higher than just regular quests and things like that.
So, yeah.
Definitely wouldn't fade this one completely.
But, yeah.
It looks like I'm level 12 right now.
So, pretty good.
So, let's fucking go, man.
Always killing the airdrops.
Thanks for coming up and sharing it.
I was going to talk about it.
But you brought it up before I could.
So, shout out to you, man.
And shout out to the level 12, man.
That's dope.
Go ahead, Din.
Yeah, I wanted to touch back up on the helium.
I'm a helium mobile as well as the 5G miner as well.
So, I did the math for anyone that was curious.
It's about 1.4 miles is roughly the distance of hexes that you would need to walk.
There is a 15-minute cool down per hex, though, until it can be mapped again.
So, essentially, keeping that in mind if you're taking your dog out for a walk or something, depending on your distance or whatever you're trying to do, you may or may not make it.
So, just make sure you're paying attention to the distance and the traveled hexes versus total distance itself.
100%.
I know they've been kind of doing stuff to mitigate, I guess, civil attacks.
I know Chief was basically walking around the block with three phones and left one at a gym.
And they kind of disqualified you recently with that.
Right, Chief?
Yeah.
Now it's based off of time.
Before, you just had to cover different hexes and it would qualify you.
Now I think it's over a two-hour time span or an hour and a half time span you have to cover X amount of hexes or be registered in two different hexes across that time.
Something like that, you know?
So, they made it more time-based to where you're not just hopping in your car, taking a loop around the block and be like, yo, I'm done for my day, which is what most people were doing.
Right, right, right, right.
I was able to stay at home and just get like 2,000 hits by working from home, man.
So, like, I'm going to get a lot more exercise in my life because of this.
Yeah.
And then, I mean, I also started slowing down on my kind of double-dipping aspect.
I mean, I'll grab my extra phones, turn on YouTube, go to, like, a live stream, right, because you're ultimately downloading more data, put it on the highest resolution possible, you know, the shit that drains your battery, and sit there and just let it farm for a little bit, right?
But connect it to my actual hotspot.
So, double-dipping on that aspect, but no more than an hour or two a day so it doesn't get jammed up because that's the thing about it, too.
If you abuse this shit, you literally just get kicked off of the Helium Wi-Fi, right, because it's a signature-based phone authorization rather than a classic WAP connection.
And so, they can just ban you for a month, and you won't be able to farm at all.
So, something to keep in mind.
Do you think this will also increase?
Sorry.
So, with this, though, we may probably see an increase in issuance because of the number of people that may no longer be qualified.
Additionally, I was looking at the token release schedule.
I think it was, like, a seven-year schedule release, and we're on year two or something.
So, I was wondering the difference between, you know, taking these mobile tokens and maybe converting it more into their HNT governance token being a better play.
I mean, you can do that, convert it to HNT, and then you can stake HNT and earn mobile.
So, I mean, at the end of the day, it's kind of like a consistent loop of, you know, HNT and mobile are intertwined just through everything, even through stake rewards.
And so, I think that they'll always be somewhat pegged to each other.
I mean, I'm just doubling down on mobile.
I think once a week, I buy, like, one sole worth of mobile.
And, I mean, I have my four phones and, you know, the hotspot and whatnot, so.
Everybody's interested in Helium.
I'm telling you that.
Everybody talks about it.
Every time we bring up Deepin or something, people are like, oh, Helium, it's, I don't know.
Definitely seems crowded, but definitely think you can still make money off of it, personally.
The rewards have gone down from the token issuance of, I think, let's just say three months ago when we started, four months ago, you're getting roughly anywhere from about 600, about 700 tokens, right?
And then now we're down to about 490 a day or per hit.
So, it has, I mean, almost 50% decrease in output.
And, ultimately, as you get more and more expansion and the network grows, you're going to get less, you know, issuance.
But, I mean, that's only expected with international going to Mexico.
And now you actually have international roaming as well.
So, I mean, they're scaling and working, dude.
And that's kind of the point of a decentralized network is to scale and move it far.
It might not be great for your bags long-term, but it's good for the network and trying to get their decentralized mesh network into other countries and helping them be able to get on the internet and be in Web3, too.
So, I know the more it gets spread out, the less money you're going to make, but it's also good for the network.
So, have you heard about what Saigar is working on?
These Sofamons?
Says, I've been working on Sofamon team for the last six months and wouldn't be more proud to see them launch.
Build your own cute slash hyper avatar and collect trade items on chain.
Haven't had this much fun on chain in a while.
Says, finally here, the Sofamon XYZ beta is now live, officially live.
We're taking telegram stickers to the next level.
Collect trade and flex all on chain.
Limited invites below, so you need to invite code to get in.
I've been trying to get one for the past two days before I could talk about it, but people have started talking about it, so I figured I'd bring it up.
Hunter Soler had a nice little post about it yesterday, and I'll just read what he said because he's been doing a deep dive and already has fucking these avatars.
So, just bought on chain telegram stickers, reason why it gave me the tingle, rumored to be backed by Paradigm, Genesis Collection, novel idea, bullish on crypto social around Frentex airdrop.
Saigar seems to be affiliated, base chain is and will continue to be hot and is relatively early.
Still, I have two invite codes, so let me know below if you're interested.
These Genesis collectibles are on a pretty sharp bonding curve, so be careful.
You will consistently make a lot of money if you explore new opportunities that have a mix of bullish narratives, social 5 plus base, while they are still unknown what this is, who's backing it in token slash enmity.
So, that's exactly what I'm doing here.
So, basically, from my understanding, you were able to create these stickers and buy these items and basically equip your little bunny rabbit with these accessories.
This one that Hunter has, all the accessories together make the outfit worth 3.3 ETH, which is fucking crazy.
But something I also noticed that you could do is buy fractionalized of these traits.
So, say that these sunglasses are super expensive, you can buy a fraction of them and own like 100 of one of these traits, too.
So, the fact that it's on base and sideguards behind it and passively paradigm backing it could be something that kind of reminds me of the Reddit avatars.
Remember when those first popped off?
They were new.
People are like, oh, damn, they ran up.
I think there were some were selling like the gold ones, the Midas touches were selling for like 2 to 3 ETH.
This kind of seems similar to that, but on base.
And, I don't know, I saw a bunch of people talking about it and probably trying to get an invite code so I can do some research on this, too.
But something that I'm interested in and think that you guys should keep track of it, too.
So, have you heard about this, Chief?
I checked it out yesterday when they were talking about it.
I tried to log in, but you need you actually need an invite code to get through.
Yeah, it looks like Machi raised 20 million in the pre-sale.
So, I don't know if that's a good thing or a bad thing, but.
Yeah.
Yeah.
I hope he closes it.
Did you send?
You did.
I sent 2-Soul.
Oh, shit.
Here we go.
Here we go.
Someone sent a camera.
Go ahead, PD.
Yeah, so, talking about this, that, the project Sofamon that you just brought up.
So, I'm new to the Telegram bots and whatnot.
So, what exactly do you do?
You just, like, connect your ETH wallet or your MetaMask, and then you're able to farm or something like that on Telegram?
Or can you explain that to me, please?
So, you basically create, they create an account inside the Telegram that gives you a wallet address.
You then send your funds to that wallet address, and then you're able to snipe things on whatever bot that is used for base.
I know, like, Photon, for instance, does, like, Base, Blast, and a few other chains.
You just basically, they give you a wallet address, and you send the fee, or send the tokens to that wallet address, and then, like, basically fast.
I guess they have their own node or whatever, but it's fast.
Isn't that how it works, Chief?
Basically.
Yeah, so, yeah.
Yeah, I'm just wondering how this, how, like, Telegram stickers.
So, you actually own NFTs that you can use as Telegram stickers.
Is that the basic thing that's going on here?
Yeah.
It goes up in price.
You could trade them on Telegram, too?
Or where's the marketplace for this?
I'm not sure.
I'm still trying to figure that out.
I'm trying to get a fucking beta code.
I don't know if this is on, these are on-chain Telegram stickers, but I don't know if they're on Telegram.
People are, like, when I was reading Hunter's thing, he says this is on base.
So, I'm kind of confused of what blockchain this is actually on, personally, because I figured if it was on Telegram, it would probably be on the ton blockchain, but maybe not.
Maybe it's not on the ton blockchain.
Yeah, I've dabbled with base just a little bit with the Verbs project, because I'm in that community.
I really dig those guys over there with an auction system where you, you know, if you're part of that community, then you can, like, you know, vote for different artists by spinning some base or something like that.
But, yeah, they're doing something cool, too.
I'm just wondering, yeah, if you're able to purchase these stickers, then how do you trade them?
Like, what's the value proposition of owning the stickers besides just, you know, using them as stickers?
I mean, I think that the owning of the sticker is similar to how WeChat is and how people over there in Asia go crazy for fucking, you know, custom stickers.
The same thing with the custom Reddit avatars.
So, it's more for an expression, right?
Like, the line friends got really big, and they're one of the most sold sticker packs for WeChat.
So, it is a market that we don't traditionally use, but custom fucking avatars, all that kind of stuff, I mean, we slightly see it on Snapchat.
And so, I mean, it makes sense, in a sense, to be at a bigger scale, which is blockchain backing it.
So, go ahead, Flame.
Hey, everybody.
Got a little piece of RuneStone-related alpha for you all.
There's an artist named Solemn who's a glitch artist.
He's done some really cool stuff.
He also did the Dead Garys and all that stuff, which, you know, was a flop at first, but then he tried to make up for it in an admirable way, I thought.
There's a live free mint that's running for 48 hours.
If you're a RuneStone holder, if you're one of his holders, if you are a Wizard of Ord holder, you can collect this RuneStone glitch art.
And it's kind of cool.
It says that the artwork contains a direct data feed from the blockchain, the Bitcoin blockchain, and when opened, will toggle between four P5 JS glitch backgrounds each time a new block is created.
So, it's constantly changing, which I think is pretty cool.
And it's, you know, free plus fees.
Not bad.
Appreciate that, Flame.
Did you pin it up to the top?
Yeah, it's pinned.
All right, cool.
It's just probably lagging a little bit.
No worries on that.
Pin it up something.
Do we know the marketplace?
Market, I'm sorry for cutting you out there.
What's the marketplace on that to get that free mint?
It's Gamma.
If you click on the tweet and you go to the tweet below, the comment tweet below, the link to the Gamma site is there in the tweet thread.
Appreciate that, Flame.
Pinned up to the top, Peak.
So, Peak Network is something that we've seen in a lot of kind of commentary and also in pair with PIS, right?
Kind of powering Solana's D-Pin and RWA narrative.
Well, Peak Network has just confirmed a 15 mil pre-launch race led by Borderless Capital and Generative Ventures.
So, they also have an incubation kind of fund to help for an accelerator program if you're trying to build D-Pin and RWA utilizing Solana and the Peak Network.
So, if any of those kind of, pardon, I guess, the pun, but pique your interest, go check it out.
Could be something.
I know that they're the main ones pushing all the Solancio, Natix, Helium, all the Solana-based RWA and D-Pins.
We haven't even had, like, a lot of these ETFs, right?
Even start, I guess, promoting it to their customers for, like, their 401Ks, their IRAs and shit.
That's going to be coming relatively soon, from my understanding.
But BlackRock, I got this.
This is an interesting post, and I wanted to read it because it kind of blew my mind.
So, BlackRock had a closed-door meeting.
I think we talked about it last week or a week ago.
And talked about how they have been telling their customers that they should have around 23% of our 28.
So, BlackRock had a closed-door meeting for their top clients last month where they said 28% allocation to Bitcoin was optimal.
But it's actually crazy.
So, this guy did the math.
He said, what would happen if the entire world rebalanced their portfolios to match what BlackRock's math that quants suggest?
So, that would be $900 trillion times 28% would be $2.52 trillion market cap.
Now, the multiplier effect, which is $2.52 trillion times 4X, is $108 quadrillion market cap, which is $48 million per Bitcoin.
So, if this does happen and basically the norm is 28%, the inflows and demand would bring Bitcoin to $28 million per coin, which kind of blew my mind.
So, I don't know if this comes to fruition or it comes true, but this is what BlackRock is telling their fucking people.
So, maybe it's all in the plans behind Bitcoin and shit.
So, I thought that was interesting.
$48 million for one Bitcoin, man.
Like, all our ordinals are going to be fucking crazy expensive if that happens, right?
Like, we're just sitting here like so pre-rich right now if this happens.
So, I thought that was interesting.
Matt, go ahead, Flame.
If my OMBs get me a yacht and a brownstone in New York, we don't have to hold this space anymore.
Also, if Bitcoin hits $48 million per token, I think we also might be in a dystopian wasteland economy-wise.
So, I hope that's not the case.
I want the $48 million Bitcoin.
I just don't want the collapse of the global economy to come with it.
But, we'll see what happens.
Have you seen that African gold company basically buying, like, was it $280,000 Bitcoin the other day?
Like, so even gold companies are like, we should diversify too into Bitcoin.
Like, we shouldn't just be mining gold.
Like, it's starting to get crazy.
And I think of some of the inflows that we've seen are like people rebalancing their portfolios.
And some people that have, like, had their whole portfolio in gold are basically pulling out or selling that and putting it into Bitcoin.
You even have miners that just concentrated straight on mining gold basically saying, hey, we want some exposure to Bitcoin too.
So, crazy bullish.
But this is my favorite news that happened all yesterday.
McDonald's will reportedly start selling Krispy Kreme donuts in 2026.
I don't know why it's taken them two years to get Krispy Kreme donuts into the fucking drive-thru.
But, once that happens, you know I've been going to McDonald's every morning and passing up on that fucking, that McGriddle and buying, like, a dozen of these Krispy Kremes.
So, yeah.
Probably would be handed to me by a robot by that time.
But, yeah, man.
That was cool.
You can go to Krispy Kreme anytime the light is on and go get free donuts.
I don't have one next to my house, bro.
Like, the closest one is 17 miles from my house, bro.
So, I'm like, I have a McDonald's.
It's a mile.
Dude, we have one by my place, but that stopped being a thing, like, I feel like a decade ago.
Yeah, and you've got to get them fresh off the roller, too.
You've got to get them fresh off the roller.
That's so true.
That's the only way they matter.
If you're going to go for that full-blown diabetes pancreas failure, it's got to be fresh.
Bro, I went probably, like, a month ago.
That's so true.
I went a month ago, and Krispy Kreme has fell victim to shrink-plation.
These motherfuckers are smaller than goddamn ever, man.
Like, I remember they probably would barely fit my mouth.
No, the donuts.
The donuts are like, like, the circumference of the donut has gone down by, like, a half an inch, bro.
I can barely fit one in my mouth.
Now, I can fit one whole one in my mouth, so I know my mouth hasn't gotten bigger.
So, I know the donuts have got smaller.
So, yeah, we need to bolster these fucking donut sizes back.
Like, stop fucking shrinking everything, my guys.
Like, Biden told you, he's coming after you, but your shrink-flation, he's pissed.
I don't even know why, I mean, honestly, now that I'm thinking about it, why the fuck are we going Krispy Kreme?
If you're not supporting your local donut shop, you're a piece of shit.
You know what I'm saying?
You need to be there at 4 a.m. when they get there and be the first MFer outside.
Fuck Krispy Kreme and their corporate ass.
Damn, bro.
Yo, I'm being real.
Like, I'm not trying to stereotype anyone else, but the donut people will be out there hard-working at 3 a.m.
They deserve my money.
All right.
You see Nike's going back to Fortnite?
Like, wouldn't it be great if they would, wouldn't it be great if they would, like, put Clone X into Fortnite and not fucking Nike?
Scott's Boosh?
Like, that would have been perfect.
But, you know, I guess they're not so bullish on Clone X anymore.
Man, that would have really ramped the price up, bro.
Hey, real quick, I wanted to go back to what you were saying about that mining company, because I saw that on X earlier today.
So, gold mining company, Neelam, their stock price is up 1,900% today after they announced to buy 24,800 Bitcoin.
That doesn't make you bullish.
Those are the people that are the gold bugs, like the Peter Shipps of the world are the people that mine gold, and they're even capitulating.
So, I don't know if that, and that doesn't make you bullish on Bitcoin.
I don't know what else is, bro.
Well, I mean, that's interesting, too, because you sit here and we're like, you know, why would you announce that you're buying Bitcoin?
You're, in a sense, front-running yourself, right?
But, I mean, you want to sit here and talk about that's why they want to.
They announce it, because then their stock price fucking increases 19,000% in one night, and they haven't even bought the Bitcoin that's causing it to surge that way, right?
So, it's almost like a double win for them, because they went on the stock side, and then now can still go in and deploy and realize the bullishness behind it.
The microstrategy effect.
If all you have to do is add Bitcoin and your stock price goes up, I would imagine more companies are going to start putting Bitcoin on their balance sheet so they can compete with these other companies that are doing it, right?
So, this is going to be a cascading effect.
People are going to see, like, oh, damn, look at all the people that are happy that my stock's up 17,000%.
Well, why is our stock only up 8% of the year?
Well, let's buy some Bitcoin.
Maybe they'll accelerate and make our shareholds happier.
So, I would imagine you're going to start seeing more and more of this shit.
I mean, it happens every fucking, like, microstrategy, Coinbase, all these companies that are involved with Bitcoin are some of the top trading stocks.
I guess if you don't include NVIDIA, but, like, I still think that Bitcoin is going to be added to more and more balance sheet just to please shareholders that their stocks are going up just as much as the other ones, right?
So, SVW, you have more on that before I move on?
Go ahead, bro.
All right.
Go ahead, Blaine.
Just want to give everybody a heads up about Blob.
They are doing a giveaway in their Discord.
I think there's 15 spots available.
I threw a link to the Atlas site in the TDA DM chat, so look for that there if you're in there.
And then, also, they are ramping up giveaways.
I'm seeing them pop up in other communities.
So, if you're trying to get Blob list, just check in the communities that you're already a part of and see if those giveaways are running.
I think they're starting to ramp that up.
Pretty sure the Mint is going to be sometime next week, but I'll get you concrete information on that as soon as I have it.
If you're trying to get Blob list, you can just not be a bum and use your fingers and do free shit like like and retweet the space and put a bookmark on Allison's thread.
And, you know, Troll will be running Blob list this week along with a couple other bangers that we have lined up for you guys.
So, yeah, just same shit that we always do here, right?
It's the deserve to earn the proof of work.
And all we ask is to allow us to leverage who we are, what we've built, in order to get more opportunities for you guys and for us.
So, appreciate that.
When is the next time we need to be concentrating on re-inscribing our gob?
When is that?
Like, we've got to keep updated on that.
Dude, I mean, if you're not playing, you're already dead.
I haven't, I haven't, I didn't scribe the first, the first epoch or whatever, but I don't think mine's dead yet.
Well, no, you're just splitting indefinitely, but they, they happen every 144 blocks.
So, basically every day.
Yeah.
Like clockwork.
So, you have to be on top of it if you're actually inscribing.
And a lot of people got killed on that, dude.
I mean, I know people that put damn near half of Bitcoin and maybe got like 0.2, two or three.
Sorry.
Out and alive.
The Genesis glob, though.
Let me see if I can find that post.
There was a Genesis gob that sold earlier today or yesterday.
I think it was for like 10, 10 grand.
Let me see.
What happens if we never did anything with that?
I think it's going to be a, it's going to be an Arsic, or a Rune miner.
My understanding.
You're basically, your rarity of your gob at the very end is going to be your token allocation for the runes.
Is my understanding.
Is that right?
Does that have that, that token thing of that MIM token or whatever their token's called?
MIM or whatever?
Or meme?
M-I-M-E.
Four digits.
Basically shows you a bunch of token allocations and shit for like block heights and stuff.
And I think this is going to be like what we've seen from all these other runes.
Your rarity of your gob at the very end is going to be how many tokens you get in their runes when they launch their meme token or their MIM.
Yeah, but what if you never participated in any of the like epochs or events and it just like had sat in your wallet since the airdrop?
It'll probably be a really low rarity and you'll probably get minimum runes.
But I think you'll get runes regardless if you hold on or you do nothing from my understanding.
Yeah, I hadn't heard of this whole rune talk about the gobs.
I know that they said that you should keep your dead ones just because they'll be included in a separate collection themselves.
But I didn't know that it was associated with some type of rune or minor or anything like that.
So just do your own research on that end.
But I did pin up what communities were airdrop gobs.
They dropped the official list last night.
So you can see what exactly qualified you in order to get a gob if you did or you didn't.
I have something here for you.
I'll pin up the thread and then talk about it.
So Game of Blocks Gob is a game released by Gobby.
You see us taking the order to face by storm.
What it is?
How do you play?
What is the best strategy?
Is it a possible related to runes?
M-I-M-E token?
Let's explore the game again.
We all know that.
If you choose to do nothing, your gob will split.
So what is it for me?
Is this related to runes?
The team has hinted at something called Meme, M-I-M-E, which you might speculate is a rune token.
The following chart indicates the M-I-M-E yield depending on the tier of your gob.
Meme yield starts at $42,690,000 at the Genesis tier and roughly halves each tier, which means that it's exponentially higher for lower tiers.
If you do nothing during phase one, you will have a wallet full of eight gobs that yield 10,000 M-I-M-E.
TLDR, the lower tier you freeze your gob, the better.
In order to secure the high meme yield, you will need to risk your gobs along the way.
So you got tier eight, 256 inscription, you get 10,000 yield.
Seven tier, 128 inscription, 21.
And then six, 44, 94, 199, 426.
So it goes down even to like the tier one looks like the biggest tier, which is around like 42 million of these Meme, which are basically going to be a rune.
So I think that is ultimately the end game here is the games probably get in before the happening.
And then whatever you end up in this tier is your allocation of the runes as whenever they distribute them.
So this is just like another IOU.
But you basically can basically participate in the rarity, which will basically determine how many Meme you get whenever they do launch your runes.
So you never, you haven't heard that speculation, Chief?
I thought I was, I guess I'm the only one that was thinking this was runes.
But yeah, there's a thread on it.
Go ahead, Flayne.
Yeah.
So, and this one's credit to the person who shared it.
So give them a follow because they're always posting useful alpha.
This is from Shin, basically saying, don't fade this, play PixelPix, a web turned based PVP game built on Bitcoin, incubated by GameStarter.
And then they go on to say why they're bullish.
I like this little screen grab that they got, this image that they're sharing.
It looks like it could be cool.
So I'm going to share that all with you now.
Appreciate that, Flayne.
Let me see if I got anything else in my bookmarks.
Alluvium had a Series A funding yesterday, raising $12 million from the top industry firms, allowing to expand our games offerings to build our players' experience.
So when I hear expand our games offerings, make me think of an airdrop.
So people are speculating that this possibly, there's going to be an airdrop from Alluvium if you hold or stake your Alluvium.
So I don't know if you guys want to do that or not.
I think it's around $150 to $200 per Alluvium token.
But there's speculation that during the Series A, that now they've got VCs involved, that there's going to possibly be airdrops to incentivize people to play Alluvium, since that's kind of the hot meta.
So I saw that.
We had yesterday, we had Godzilla Games getting $30 million.
And I just started seeing multiple people that rarely talk about games saying this could be the game that brings the masses into crypto.
And this is why people are super bullish on Web3 Gaming, is this.
So, yeah, Godzilla Games coming out, going to have a token.
We even had, what's his name?
Mr. I don't even fucking know his name.
What's his name?
The dude that has the sunglasses.
Dr. Disrespect.
Yeah.
He says that Godzilla Games is better, the best game he's ever played, and he has his own game.
So I'm definitely interested in playing this game.
And he's got more and more announcements of VCs and games and stuff.
I kind of see a competition between Deepin and Web3 Gaming right now.
As, like, adults, a lot of us have jobs.
I think a lot more of us are more attracted to getting paid for doing stuff we do already and maybe have access of instead of sitting on a web browser game and getting paid at the same time with our time by clicking, like, a mouse.
So I think Deepin and gaming this cycle is going to be pretty profitable.
But I still think the majority of the people in this space are more attracted to Deepin because they're basically passively earning, like, tokens while just doing what they already do already and not changing their routine.
But with Web3 Gaming, you really got to hunker down and, like, take a lot of time and actually play these games and be, like, somewhat of an expert.
So I think Deepin is more attractive to the user base in Web3 right now than Web3 Gaming.
But I think that all changes once we get Web3 or just gaming motherfuckers in this pitch coming over here.
A lot of them don't like NFTs, don't really want to get paid to play.
But I think that changes in the next two or three years.
Every single week, we got a new game that's going to be the one that onboards the masses.
And this is the one.
And it's like, motherfucker, last week you were bullish on shrapnel.
Now you're bullish on, you know, go-kart crazy games.
And this is the one that's going to onboard.
Now you're bullish on the captain's game.
And it's like, fuck, make up your mind if it's going to be Godzilla, is it not?
Like, every time you want to talk about shiny object syndrome, I think that in the gaming industry, it's been the biggest, especially in the Web3 sector, to where no one can stay focused on shit, dude.
Like, you think one game's going to make it.
You think it has the daily active users, the mind share, right?
And then it dies.
Like, dead drop was the talk of the town.
People were farming boxes.
And now no one gives a fuck, right?
Same thing.
People were farming shrapnel, going hard on shrapnel.
No one gives a fuck.
Everyone's talking about Godzilla now, right?
And it's just, now it's blood loop.
And I'm like, dude, I mean, as someone who's not involved to know why you're changing from game to game, it's, at this point, I'm discrediting the industry because you don't know what the fuck you like.
Every week, you got something new that's going to be, you know what I'm saying, the one.
And it's not the one.
And then the week after, it's like, no, no, this one is the one.
Like, look at the backing.
And I'm like, yo, what happened from last week's one?
Are they less of a competition, more?
Are they irrelevant?
So I think that that's been the biggest issue for me in the Web3 gaming side is that I come from that sector and I understand a little bit of the P2E.
But at the end of the game, like, we didn't call everyone or every game, like, it.
And now every game that comes out, like, this is it.
Like, this is the one that's going to onboard.
Like, the heist was the shit.
Photo finish was the shit.
And now you don't even hear anyone talk about the heist if they were paid, right?
I don't hear shit about photo finish besides Ruto because he used to work for them.
So that's my biggest issue with Web3 gaming is can y'all pick a fucking narrative
and just, like, stick with it so we can follow you guys.
Because we can't follow because y'all don't know shit.
Go ahead, Milo.
I think a lot of these games aren't out.
A lot of these games aren't out.
I mean, the ones that bring mass adoption are still in development.
I mean, the ones that you talk about, Heist and Captains, I think those are more degened towards Web3 motherfuckers.
But when we're talking about Godzilla games, I think the difference between that one and Shrapnel is the fact that it's going to be integrated on Xbox and PlayStation 5.
You don't see a lot of that.
And I think that's why I'm excited because that's something that I think will onboard a lot more people than convincing people to create a wallet
and then go over and make sure their computer's fast enough and they have the right GPUs and gaming processing cards to play.
Like, you just load up the game, download it on the download section, and now you're playing a Web3 game and earning.
So I think that's the one why I'm excited.
But yeah, I think a lot of these games are shiny object syndrome, but a lot of these games aren't even released yet.
Like, My Pet Hooligan, you know, super bullish game, been building for two or four years.
Like, it's not out yet.
Godzilla games, not out yet.
Fucking Shrapnel, not out yet.
Bloodloop, not out yet.
So, like, we don't really know if this brings mass adoption yet because it's all just beta testing and we're just getting screenshots.
But go ahead, Mindless.
You're involved in games, so you don't have to talk about this, but you can talk about it if you want.
Yeah.
Cheers, man.
These are definitely great points, and I think I resonate with pretty much everything you said.
The issues mostly seem to be that this is really a Web3 problem in general.
Like, the entire space audience here has been built this way to have an attention span of about five days.
And I think it's because these are speculative tokens, whether they're NFTs or in-game currency tokens, that already exist.
It just drives a very quick feedback loop of attention.
Obviously, there's a little bit of front running there involved.
But with something like Deepin, it's different.
The distribution is fairer.
You're all kind of getting in on the level playing field.
So, the vision is a lot longer.
It's more to do with, like, distribution work input.
It's very much similar to, like, the proof-of-work mechanisms that were deployed in blockchains previously.
It's a much fairer way to do things.
You don't have the ability to front-run someone else.
It's just not there.
So, your time horizon is a lot longer, and you look at things differently.
Whereas with NFTs and tokens, it's all about just speculative fervor.
What's the next hottest thing?
What's the next hottest thing?
What's the next hottest thing?
So, it's slightly two different industries, in my opinion.
And the gaming side obviously brings that problem with it.
Also, like, these are two different sectors targeting perhaps two different types of customers, right?
So, you've got gamers and gaming and that type of audience, which is more than half of the planet, if you can include mobile games as a potential audience to tap into, versus something that's sort of passive proof-of-work, in a way, Deepin orientated.
That might have a similarly large appeal, and that's favored to a slightly different audience that might not be interested in gaming.
But I think there's a crossover.
You will see people that play games that will also take part in the Deepin ecosystem because of how easily it's available.
So, again, like, it's an interesting space to look at.
I don't know too much about the Deepin side.
But I think they both have legs.
Perhaps, like, the end customer is very, very different.
Yeah, I agree with you.
I just know that a lot of us – I'm kind of saying this, you know, like, broad-stroping.
Like, a lot of us are, you know, probably a little – are like adults.
Like, we're in finance.
Like, typically this finance stuff and investing isn't something that attracts younger people.
So, I know a lot of us have jobs and we have families and we're busy.
I just know – I just feel like the people that are here right now in Web3 are a bit older and I think they rather get paid for their time for doing something they already do and get paid for it, like giving away GPU space or bandwidth,
than sitting on a game on their phone or sitting on a game on their web browser when they don't have a lot of time and make income by just participating in a play-to-earn game.
So, I just feel like the people in the space right now are a little more attracted to Deepin than a game.
But, I mean, time will tell.
I mean, the gaming ecosystem is massive and they already kind of do NFTs, but it's on marketplaces and stuff that are, you know, centralized.
So, like, they buy and sell skins.
Like, it's already something they do.
Now we just need to attach NFTs to it and convince them, like, hey, why don't we make some money on it?
So, like, they already do what we want.
It's just that they don't like NFTs, but they eventually will like them once they realize that they can make, you know, millions of dollars by just trading and selling skins instead of having to refresh the metadata every year when a new game comes out.
So, I just see the potential there.
And one of these games is going to hit and it's going to go crazy.
I don't think it's priced in yet.
I really don't think us seeing mass adoption in a Web3 game is even priced into the market yet.
And when it does happen, it's going to blow people's minds of, like, how big and how fast that ecosystem grows once there's actually a first mover that actually penetrates Web2 and brings on mass adoption.
But I guess that's just time will tell.
We'll get to the captain and then we'll end the space.
We're over 12 o'clock.
So, go ahead, captain.
Yeah, just to circle back on the captain's game a little bit, I was joking, like, that it was the next meta, but it is a game that they've been developing for a while.
I think it launched in Q4 last year.
And there's a bunch of areas on the map that are currently locked.
There's, like, a fishing game that's going to be opening up that we can do.
There's a bar.
There's, like, a captain's corner.
There's a city market.
So, there's, I guess, like, future milestones that are going to be built out for this game.
And then also, some of the points that we're gathering up now are going to be used for the land allocation.
So, it's definitely something that's, like, not completed yet and something that they're continuing to build out.
And, like I said before, it's just something I'm having fun with.
Yeah, you're probably in there playing right now.
And I think that we'll see a similar price action.
I don't know if you guys remember how all, like, Decentraland and Sandbox pumped to crazy evaluations whenever Facebook changed their name to Meta.
And now we have some kind of Web2 project we can pair to all these other land plays, too.
And that's why it went parabolic for, like, two or three months is because, okay, Facebook is valuated at this market.
And if they're going to do the same thing as Decentraland, Decentraland is underpriced.
It's going to be the same thing with Web3 gaming.
When a game breaks through, you're going to now be able to compare it to other games.
And I think that's what we're going to see price go up on every token that's attached to a Web3 game.
And similar, like, we saw, like, Wax and all this other shit that was irrelevant to Metavert.
But it went up in price because now we have something to compare it to that's Web2.
So I think that's kind of how web gaming is going to happen.
There's going to be one breakthrough project, and all the other games are going to rise because now, like, it's crazy.
And the market evaluation of all this stuff is going to work.
So I think that's how it's going to play out.
But I appreciate you guys coming to Daily Alpha.
We're in the space Tuesday through Saturday from about 945 to 12.
So I appreciate you guys for tuning in.
And I'll be back tomorrow.
I'll leave it here for Chief to read our sponsor.
And I'll talk to you guys tomorrow.
See you then.
Appreciate everybody that comes out, that supports the space, that supports what we're trying to build here, guys.
It means a lot to us.
Be on the lookout for Allison's Thread later.
Brief recap of everything we talked about, including all the threads.
So you guys can go back and follow up and do your own research.
TDA is sponsored by I'm So.
Pinned up to the top is just a brief glimpse of the runes that are coming for the I'm So champions.
I'm So is an interoperable ecosystem between Bitcoin and Solana, powered by the Evolve token, which you can find on your favorite decks.
Currently, you can earn Bonk and other crypto runes to coming.
Runes to be announced and are coming while playing the Endless Runner, with a couple other mini-games slated to come out by the end of the quarter.
So shout-out to I'm So and Chris for sponsoring the TDA.
We do this Tuesday through Saturday, 945 to about 12, 1230 Central.
And it's TDA or State Port.
You guys be safe and have a good one, guys.
