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THE DAILY ALPHAโป๏ธ
Recorded: April 29, 2025 Duration: 1:48:52Space Recording
Short Summary
In a dynamic discussion, key topics emerged around the U.S. Secretary of Commerce's plans for Bitcoin integration, significant partnerships in crypto investments, and the growing trend of institutional adoption, highlighted by NFL players seeking contracts in Bitcoin. The conversation also touched on new token launches and the evolving landscape of yield opportunities in the crypto space.
Full Transcription
Thank you. What's up?
What's up?
What's up, TDA fam?
Appreciate you guys stopping by.
First show of the week.
Let's make it a good week.
Got four shows lined up for you this week so give us some
likes gives us some repost more likes more reports repost more alphas like always so appreciate you
guys um yeah i got the topics pinned up up there in the top just a few outline things we're gonna
go over we're obviously getting some more shit but we appreciate you guys stopping by and uh
you guys need to put notifications on for Allison and Antonio.
They'll be back this week.
They'll be creating our threads.
And Antonio's the one that creates our clips.
So if you guys could also engage with them, that would be greatly appreciated.
So appreciate you guys.
Love you guys.
How are we doing this morning, Chief?
Are we doing all right, my guy?
I guess not.
Yes, sir. Can't complain, man.
What's good?
Just another day.
It's going to be a volatile week.
Just a lot of news coming out macro-wise.
But other than that, hopefully we get some news about some trade deals coming out
and just the market somewhat stabilizing.
it's somewhat stabilizing but yeah man looking good yeah i guess uh what i saw uh last night i
But, yeah, man, looking good.
was listening to aiden ross's stream and uh someone commented on mlg on there and boy went ballistic
on the people that were uh basically told him to buy it dude he basically said they're nowhere to
be found they're all scammers they're hiding in
bunkers and the only one he likes out of the five is thread guy just because he is funny and he's
watched his thread for a long period of time i was like wow bro we went from zero to 100 real quick
you know i just i mean aiden ross is one of the biggest streamers in the world and the fact that
he's calling this out,
I think that's the reason why you don't see these people back on the timeline.
There's probably not a lot of great things going on in their DMs.
And you just got to be very careful and tread lightly
when you're on the biggest streamer in the world
and having him buy your bags, man.
So there's a lot of crazy shit that happened in the past three or four months.
But yeah, just kind of the meme coin space is a bit volatile, a bit toxic. You guys just need to
understand what you guys are getting into. Things are volatile. The only thing you could really ask
for in these situations is possibly a thesis and possibly some charts that kind of will kind of
lead you into a take profit or to cut your losses everything else is up in the air everything is on you uh and just be let's let's be honest the thing is is because
it's not on you and i think that that's the biggest thing it's like you can be a great caller
and find a token have a thesis have everything and if the dev and if that team like rug now your
name is burnt right but that's just one of those things you got to understand is part of the game
It's the nature of things. So I don't know
I've just been saying a lot of people like witch hunting in that sense, right?
Oh, well your last call was good and then the rebuttal is but this call was great and it's like yeah
We'll always have that right? You just got to understand the nature of it is this has
Let's just say no real different from quote unquote nfts right but traditionally
nfts come with road maps some type of plan xyz it's not um based off of this whole idea of greater
fool theory or you buy after me for number go up right and i think that as long as you understand
the name of the game just quit crying in the casino right like that's the thing that i'm tired
of seeing quit trying to point fingers because at the end of the Like, that's the thing that I'm tired of seeing. Quit trying to point fingers.
Because at the end of the day, like, it's one thing if they get you once.
If you were 100% new and green, this is your first time you didn't know, right?
Okay, that's 100% understood.
And you need to be protected or at least told, hey, this is what can happen.
This is the lay of the land.
This is what you're looking at.
But after a while, if you keep showing up and it's, in a sense, you understand that this is what you're looking at but after a while if you keep showing up and
it's in a sense you understand that this is what they do or this is their niche i mean i guess we
gotta be the ones to either you accept it or you don't right and this is me coming from like i don't
really fuck with shitters right because at the end of the day to me i see it as a net negative
as people start putting personal relationships and feelings and well lord is
the one that sent me the contract address yeah because lord thought it was a good idea but the
team that rugged the dev that has nothing to do with lord right but now i feel some type of way
and now every time lord comes on stage i'm like nah fuck this guy he rugged me out of a out of a soul
or out of ten soul or whatever. So it's like, dude,
it's not that I don't like shitters. It's just that I know that human psychology can't really
process getting shit on or getting taken advantage of from people that you consider close to you
or friends too many times. After it happens, so many times you lose your shit, right? And you're
just like, fuck this guy, Lord. I'm never listening to him again.
And then it's just on sight from then on.
So just understand the lay of the land.
That's just the whole point.
And don't get mad, right, when you do get rugged.
Because there's times where you'll win, right?
And then it's just the duality of it all.
Yeah, I mean, the witch hunt is basically now going after people that are still here,
basically now going after people that are still here that have conviction that have continued to
that have conviction, that have continued to build.
build. And like, you guys have all are just like past the people that actually rugged you during
the bull market. So it's like, just pay attention to like the people that are still here. They're
just trying to, you know, maybe give some alpha. You guys got to make your own, do your own research,
obviously with a lot of stuff. Don't stop copy trading people and stop believing people full
blindly. They probably got better interest in you. You need like the best plays I've ever had were my own thesis is not listening to anybody in a group chat.
So that's why I don't charge.
I don't have my own thesis.
And so me following you guys in the blind, knowing that I don't have conviction in this asset class is me literally setting myself up to lose money.
Like, I know I don't play this game, but I'm going to just follow Espresso because he does. The minute a shakeout comes, I don't know why Expresso invested.
I'm going to get out. Expresso knows why he's invested. He's going to ride it up and down,
and I'm just sitting on the sideline. Yeah, see, I knew I shouldn't have done this. Fuck this.
Right? So just these are things that we know, things that we talk about all the time. I'm just
seeing it happen a little bit more often, kind of witch hunting aspect and then the rebuttal is but what about this coin and you're right but
then they're not wrong either you know so it's one of those it's just part of crypto another sector
uh go ahead and then we'll go to lord and then just kind of cycle out yeah i just wanted to
comment when rng said yeah just beginning we all knew that that was the end of it
after that i was like yeah when it's that obvious that everyone's in one play it's not the play
the best convictions and uh profit i've made is basically just the most simple concept like
everyone's on solana buying you know shit coins by solana everyone's
on ethereum by erc20s by ethereum it's just you can have simple conviction in things and just
easily make money steadily over time just like bitcoin is the the world's reserve currency same
thing i was more impressed by his logic right i mean he had more logic than any of us he's like
well who's the bigger kol than trump
and everybody in the room just sat there stumped as fuck like uh you're right i guess that is the
biggest guy that we could ever have buy our bags but it's only the beginning because he's then
gonna tell his other friends and you're like damn that was just that simple of a question
right one that we should ask too it's like well i mean who could potentially even do this bigger or better or you know what what could change it's because it's only because he at that
moment wasn't emotionally invested all these others had something to prove or something to do
or to keep their bags going or keep their bags alive him is a newbie but coming in with a clear
mind saying don't we have the most influential person here isn't that what we want
yeah if you're chasing kol pumps you already got your kol pump i mean what are you
what what's the what's the next one right who's bigger that was the easiest question and answer so
yes sir lord you got anything on this i i was kind of getting into some macro stuff like we do
in the beginning of the show but i kind of went off the rails and started talking about aiden ross's stream yeah that's foolish i saw a
tune crying crypto bro uh it is what it is but yeah like like you were saying bro you got a giant
ass platform uh going onto a stream and publicly having somebody buy those tokens uh probably
fucking stupid i thought that at the beginning i was like they shouldn't be doing this uh but they
did uh and yeah now this happens uh but yeah if you're good like honestly i kind of am cool with tg like i i think he's
the better of the whole whatever the fuck happened over there in that situation so it's kind of nice
to see him calling out tg and just be like nah i respect him at least like that's cool uh but i
agree with you dude like just be careful with what you're doing if you're in shit coins and these
people are monsters anybody who's buying a shit coin your shilling is a monster uh that
never go down and they're gonna they're gonna absolutely destroy you it's hilarious uh i've
i've been dm'd over like 100k shitter before uh if you bought 100k shitter you're gambling
so congratulations if you lose at the casino you lose it's not the casino's fault it's yours
yeah just buy the chips of the casino right
if all the if the casino is running on solana just buy the chips that people use in the casino
and that's probably a better bet than actually getting down the risk curve but i understand why
people do it it's fun when you win it's nothing that feels better than taking a loss of crypto
like a man and just moving on there's nothing better than that just learn to do that
yeah and just like you guys are just kill you're just you're killing the last the last part of the
space off guys just understand people are trying to make money here yes some of them don't go but
like you guys all forgot about the main extractors and now we're just moving on to the main builders
at this point which i don't i don't appreciate but Howard Lutnick, got to pay attention to him and Scott Besson, whatever they say.
Well, Mr. U.S. Secretary of Commerce Howard Lutnick reveals on Frank Kovar,
the Bitcoin magazine, their major plans for Bitcoin.
And this is a thread.
It has clips in here for you guys to kind of look at.
And you guys can watch for yourself when you got your free time
but I just kind of want to run over a few of the basic things he's talking about so how we're
looking to discover Bitcoin in 27 upon learning that BTC will be 21 million max supply he bought
and bought more of it he bought his firm into the market and went all the all in in 2020 so the
secondary of the US Secretary basically has been in Bitcoin before a lot of us. He also revealed
how they will help Bitcoin miners in America. If you want to mine Bitcoin and find the right
place to do it, you can build your own power plant next to it. With the U.S. Investment Accelerator,
these ideas have been executed fast. He adds that they're open to different ways Bitcoin miners can
generate cheap power,
such as hydropower and flaring or fracking,
which we've kind of seen in Texas take over.
And we also seen hydropower up in like El Salvador
and other places.
And on fears too much mining in one country
could risk censorship.
He says, I think America is the most extraordinary business
placed on earth with Trump at the helm.
This is the best time and opportunity to be doing so.
And then he believes President Trump pro-crypto stance will be will get more people into Bitcoin, which has the opposite during the Biden administration.
He sees Bitcoin becoming more part of the ordinary talking people.
Bitcoin is everyday conversation.
And his views on Bitcoin is not as currency, but as a commodity like gold.
If we can buy and sell gold, we should be able to do it on Bitcoin too.
Bitcoin is treated like a commodity.
This is freedom.
And that's what we look for.
He says he'll explore including Bitcoin in the economic calculations, like the GDP, through the U.S. Bureau of Economic Analysis, which would be Hughes.
He thinks it's a good idea to treat Bitcoin the same way we treat billion, which is gold.
On result, the Bitcoin audit that public anticipating when the administration wants to come out with those answers will come to them.
But unfortunately, I'm not liberty to say them right now.
And he basically say his next plans for Bitcoin says the administration's finished addressing the trade and peace concerns.
And he thinks they'll start to talk a little more about Bitcoin soon.
So, yeah, it looks like they're getting finished with like the tradies and tariffs.
And it looks like they are going to be start putting, pin the paper here probably in the next month or so.
So just saw him on TV, was on a podcast.
You got to listen exactly what these motherfuckers say.
And we've been kind of speculating that we'll probably see a lot of legislation passed this summer. And it was kind
of the reason why I felt like this summer is going to be a bit more bullish. So that is kind of
something that I wanted to bring up to you guys. It's obviously all clipped there for you guys,
for your listening experience, if you guys want to go in there and listen to it more. So
thought it was pretty bullish. The fact that we have you know u.s secretary that holds
tons of bitcoin and also them kind of you know even announcing that uh you know things are going
to be happening pretty soon so thought that was pretty interesting to look at and then michael
sailor bought a bunch of bitcoin at 92k average price i don't know why this guy doesn't buy at like 77 or why he buys in the 90s, but man, he bought a bunch of Bitcoin yesterday and has continued to buy. We had Grant Cardone and his Cardone Capital company purchased 42,000 Bitcoin. And now we have Cardano Capital also buying about $5 billion worth of Bitcoin, it looks like.
And then huge breaking news.
Reserve bill passes on its final vote and heads to the governor in Arizona.
So Arizona is one signature away from buying Bitcoin.
So I don't know what's going to happen with that.
I don't know if Trump's going to put some executive order to keep people from front running them from buying or what's that.
But it looks like Arizona is about to pass it and will be buying Bitcoin.
It might be the first state to actually purchase its first Bitcoin.
So I thought that was interesting.
And obviously the NFL draft happened this week.
And we had a few players that are demanding their signing bonuses and contract
being bitcoin and one of them is shador sanders uh yesterday didn't have a great weekend he dropped
all the way to the fifth round a lot of people didn't like his uh just didn't like the way he
talked and uh you know at the draft and the combine and stuff didn't really participate but
he wants his entire rookie contract to be paid in bitcoin and we saw this the year before with a punter that was on the Colts.
About three years ago, we had Trevor Lawrence,
which was the number one pick by the Jaguars,
took his whole signing bonus in Ethereum.
And then we obviously have like Russell Okun and Odell Beckham
and others that actually have taken Bitcoin as salary too.
From my understanding, his contract in the fifth round
would be around $1 million and his signing boasts about $300K.
So $1 million in Bitcoin isn't bad, but if he got drafted in the first round, that's upwards to $20 to $15 million contract.
And that's a five-year contract and not just like a one- to two-year contract.
So yes, we wish that he got drafted in the first round so he can spend all his contract in 12 million into bitcoin but yay he's spending about a million so that's a little bit of the macro that
i had some stuff yeah just uh mastercard now has full payment rails for stable coins i'll add a
little bit more on that there's a second article and then um i was just trying to find uh brazil
their biggest bank once again is allocating more money to position themselves for another big buy.
And now it's the Bank of Itaรบ.
And so we'll see how that plays out, too.
I mean, now it's the race, right?
You're starting to see, like we saw, what was it, 21 or whatever, that company, 23 or whatever.
whatever that that company 23 or whatever. And then now you're starting to see Grant Cardone.
And then now you're starting to see Grant Cardone.
So more and more people copying the micro strategy, in a sense, strategy. Right. But the
differences here is it's not exclusive. Right. So there has to be something besides taking loans
out to create more debt to buy more. Right. And ideally, I think that that's one of the
fundamental differences between the companies themselves is that one is designed to generate debt to purchase more.
And the other is just purchasing more to make the individual unit value of Bitcoin for their investors go up.
Right. So kind of two different approaches to the same problem, so to speak.
But, yeah, just dope to see that that's kind of the move.
And in a sense, I mean, we're're gonna see more and more companies like this right and then you're gonna have also the
the countries and the nation states uh bidding at the same time so once again this is the short
squeeze that people have been rubbing their hands for for shit 20 years now right uh rubbing their
paws and praying for the day or 15 years or whatever now for the day that
it'll happen.
So it's this.
It's the fact that there won't be coins available on exchanges.
You'll have to hit up MicroStrategy.
You're going to have to hit up one of these businesses and have them broker you some.
And then the idea of you actually holding direct L1 Bitcoin, right, without it being
through a proxy exposure or something.
It gets slimmer and slimmer as the time goes by and more of these companies pop up.
I'm with you on that. Yeah, I mean, the MasterCard thing is really not a surprise because we've seen kind of that happened with like MetaMask card and a lot of these people now offering credit
cards that you can pay with. So kind of seeing it now roll out and mastercard finally announced it is kind of like okay kind of saw this coming a lot of these credit cards are
you know offering crypto and able to pay with your crypto and stuff on your card so i pin up
marty party basically showing off white cough accumulation uh and if you guys don't know what
white cough accumulation is it's basically what stable uh what whales whales do when they have an asset class that they know is legit.
They kind of coordinate to pump and dump and shake out shorthands.
And basically, Marty is saying we're at the last phase of this Wyckoff accumulation,
and we're kind of at a turning point where resistance level is at 95K.
And we're staying steady there.
We're kind of chipping away at the ice.
If we break through 95K, we're going to over 100 and then if we can kind of if this resistance at 95k
kind of uh qualls us for a few weeks um you say we go back down to like 88k but he's kind of
looking at this as a white cough accumulation pattern and we make it through this week that's
what i was about to say too if we make it through this week and that's what I was about to say, too. If we make it through this week and we don't get just auto sell off because of all, you know, the jobs reports and all the shit that's coming, then we have a good chance of, yeah, just pushing straight up.
But if not, then we are.
I mean, it's looking like we're going to retest, you know?
Yeah.
And then, like, obviously, this week's big with Token49.
So we might have a lot of news events that could possibly push us up in price more than macro events that might push us down.
So I know it's an interesting week, right?
We've got a lot of announcements in crypto.
We've already got MasterCard and stuff.
So what's next?
This kind of conference scene goes into like mid-May.
So I do think we have enough announcements to maybe break through this $95K and maybe bounce off of it.
And just kind of want to keep you on like we're bullish, but let's have some bearish
kind of scenarios here.
If this is a bear market rally,
from previous data, bear market rallies,
the average bear market rally lasts 44 days
and yields a return of 14% before new lows are made.
So if this is a bear market rally,
from average, it lasts 44 days,
we are on day 22 so you would expect this
probably lasts another month and a half which would kind of line up with selling may and go
away and uh you know the end of the conference schedule uh so just kind of if this is a bear
market rally you guys probably have another 22 days to play and then obviously i kind of like
to look at prices and charts and coins that have actually been doing very well.
And so I got this from Lunacrush.com.
It's basically a social data Twitter.
The top 100 cryptos sorted by AltRank, which is announcing social plus price performance.
So the top 10 cryptos that have been talked about the month and have the best price performance performance is bonk which we had a the bonk
launch pad we have monero which i think that has to be a result with uh some dude hacked bitcoin
and then was using monero that i think it was like 30 million dollars of that monero uh bitcoin to
wash through monero so i think that's the reason why that's up you know that gave me hope for tari
because then hopefully someone fucking wants to scam and wash money through tari and i can be awake right when you do that shit
you know so yes sir yeah i saw that and i was like dude he's using he's using monero to wash
his coin so i i think that was maybe a little bit artificial um and then say bit tensor which we've
been talking about um nice nice movement near render algar, Render, Algorand, Polkadot, XDC, and then Aptos
have been basically the most talked about coins
and they have the best kind of charts.
So you guys can look at that for yourself.
Just kind of interesting to see Monero up there and Bonk up there.
So how we doing, Ishii?
How are you?
Good morning.
Yo, Jim.
Sorry, I'm just out on a walk, it might be might be a bit of noise nice getting
those that fresh air um no i i initially requested to make a comment that smells like bitch on the
timeline when people are whining about losing money when they click the fucking button um but
hey i won't be too cynical this morning i uh i a couple things it was interesting to take you're
talking about um earlier on with the macro stuff
about Bitcoin
I heard someone say yesterday
Scott I can't remember where I heard it
so many inputs
say that Bitcoin's really unique
in that when it's risk off season
people like have the opportunity
to treat it like a store of value
like gold
but then when it's risk on season
it's a risk onon asset as well.
So it can kind of like
flux between the two of those,
which I hadn't thought of it that way.
It was just pretty fucking cool.
But otherwise, I'm just,
just like, I guess, farming stuff
and like focusing on that for now.
Like Tari, I've been mining
for like a couple of months now.
I'm actually really excited for that drop.
I don't know.
Did you guys hear
about i think naveen or tari talked about it specifically that the it's a lot easier to get
gems right now prior to tge than it will be post tge so like even if you haven't started mining yet
fucking just ramp it up like for the next week and it's like a week right before they they launch i
think a week today like just but you're on a vested contract that's the thing it's a it's a
vested drop so it's a vested drop oh right yeah yeah so like that that was the only like not to
disincentivize people but it's like yo if you're gonna do this and you go through this don't like
don't expect to actually get rich or anything like that like you're kind of late for the get rich part but yeah it is uh worth to just get involved yeah well because when block one comes
out right that's the biggest thing too it's like you okay you miss the whole uh pre-chain but you're
not gonna miss when block one literally the first block when the biggest block rewards go live so
that's kind of another thing
too that I've been telling people, hey, okay, you did figure out if you can get some GPUs to farm
that right when block one starts, right? Make a plan. Don't just sit on the side and be like,
yo, I missed it because I'm not here for pre-chain. Cool. Then figure out, yo, you know,
it's coming. You got two weeks to prepare. You can probably rent a couple PCs right through a
server for about five bucks a day or
even cheaper than that, right? 30 bucks a month or whatever. And you can farm that way. So there's
a million ways to get it. Just don't feel like you're missed out on that end, right? Just think
outside the box a little. Totally. And you can also play around with the settings to learn like
if you're using your own system, how to optimize the CPU and GPU to like what works best with what
you want to run at the same time.
I found that pretty useful.
Then the other two things really quickly that I've been
paying attention to,
shout out to Brad Guy down there.
He was really, I'm sure he sent this out to a bunch of people on the TDA,
but offered some testnet tokens because MegaEth testnet,
the faucet hasn't been fauceting as much because of bots apparently
um so we sent some of that out and i was able to get some stuff on rareball and rareball
is uh sharing like testnet mints like pretty often and some of them are like i don't know
how it's going to transfer over once they actually go to mainnet but like they're getting a lot of
attention so worth paying attention to rareball and like what's going on with mega eath testnet
there and then abstract you guys shared last week i think someone had mentioned like the quote-unquote
secret badges for um for abstract i did the multiplier one and a it's really easy to do
without losing like without like a like the margin of loss can be super low if you keep the um the multiplier down uh but then also b i won
the fucking jackpot i won like 500 usd by just playing that bitch and i was like what like i
don't even i didn't even know there was a jackpot so i definitely came out net positive on that plus
got the badge so highly recommend looking at that one i wasn't as lucky with uh the scratch card one
the gotcha um but anyways there's lots of opportunities and you never know where they're going to come from.
So thanks for bringing those guys, those up guys.
Damn, walked into the casino and won 500 hours off the bat.
That's how the casino always does you.
Makes up for all my DJ in place.
I've went into the casino my first time when I turned 21.
It's obviously your birthday.
And I think the casino knows that.
And they hook you because I won a lot.
And I never won that much money ever again in the casino it was on my birthday card yeah a little
alpha for you just every every casino you go to make a new player card that's all you need and
then that player card has better odds they get you addicted yeah yeah it literally has better odds
because it's the dopamine hit like you go to a slot machine right after with the brand new prayer card put a hundred dollars in there you're hitting i guarantee you will right
and then they they just hope you blast through your wins and the rest of that hundred uh but
like you she said she was there for a badge you know got her badge got her 500 hit the deuce and
you know on to the next one so ggs that's awesome, that's crazy. I put up the beat.
Like, obviously, the inflows were going down during the bear,
and it's just like retail, you know?
Like, everybody gets scared they sell,
but we had very healthy ETF inflows.
Net weekly inflows were $3 billion last week.
I just pinned up the chart.
You can look for yourself.
I know it looks like a bottom if you're looking at the ETF inflows, right?
And then just an update, you guys were talking about Tari.
As we approach Mainnet, we will be resetting the network twice this week
to ensure soon is ready for the red carpet.
Then a picture, looks like a snapshot.
Your TXTM balances will reset.
Put your gyms and mining party tickets will be safe.
Just update Tari Universe to the latest version and you'll
be good to go so just a little update on the whole tari uh what they're doing this week so
don't be scared if you log on and it's fucking corrupted they're you know they're resetting the
resetting the platform and all that shit and it should go live may 6th so and just something on
note on that note um they have it to where it's ASICS resistant, right?
I don't know if any of you guys understand what I mean, but TAR is designed to not be
de-bowed by big-ass mining companies that I can't go and, let's just say, call up ASICS
and Bongo and say, hey, point your fleet over here, right?
point your fleet over here right the the chain goes live it's literally designed for consumer
The chain goes live.
mining uh and like the average the average every day so the method i told you earlier right you
can go rent a server but you need one graphics card so per instance right so this is a it's a
different style of mining that's designed for for, right? For you to grab your PC, turn your computer on and say, hey, I can potentially make some
coin if I turn this on.
You can grab a leftover laptop that mom has in a drawer, turn it on and work, right?
It may not give you the most amount of money, but it's just designed to be ASIC resistant.
And so that's something to keep in mind too.
It's like, oh, I'm not going to get involved. Someone's going to put a big fleet and I'm not something to keep in mind too it's like oh i'm not gonna get involved
you're gonna someone's gonna put a big fleet and you know i'm not gonna make any money yes no
different style fleet different approach but they have it to where they're trying to set the the
playing field as even as possible so got to give them credit on that sense right so typical things
that disincentivize people when it comes to proof of work, they'll have different issues, but at least for now, they're trying to tackle on some
of the known proof of work problems, right? So go ahead, Ishi, and then we'll go to English.
Yeah, I'll make it quick because I saw English came up. I just wanted to mention something
interesting that's on the timeline and related back to like the casino place we're talking about um zk mike who's super um knowledgeable and has been in kind of the
finances for quite a while as far as i understand i look up to him a lot he shared that uh something
about this is like we're entering easy mode before easy mode so easy mode is like you know
everything's kind of going up and who knows if it is going to but this is kind of like the vibe in
the trenches right now.
That's when everybody's in the trenches.
Everyone's like back to throwing like 0.1 solo at every fucking thing they see.
And there's a lot of volume and a lot of volatility.
But right now it's just kind of before that if it happens, which means there's kind of less players there.
And it's a bit easier to catch things without them moving too quickly.
So I'd highly recommend looking at understanding filters on different platforms so like I've been playing
around with GMGN um and like it's okay but it lets me filter things in different ways than I
have before and really by understanding those filters and understanding like the speed at which
you want to catch things and also like what volume profiles look like and all that kind of stuff it's like if you're fucking bored instead of complaining and whining about
the things you've lost work on going and like looking at those filters and understanding how
to filter data so you have a better chance to make your own decisions without looking for them
on the timeline anyways that's all what's your top filter do you like the most that you think
i'm a nerd so i use a lot of different things. It really depends on what I'm looking at,
but I use a combination of does it have socials
and is the social active?
And looking at how many people follow that social.
So I'll go to the Twitter or go to the posts or whatever.
Then I'll also look at the five-in-one-hour volume.
I'll also look at if the volume's way too high,
it's probably botted.
So volume, socials, and what else uh and you can
also see like dev buy dev sells and everything too um and sometimes the dev buys back in when
it drops so you're just like oh i don't know what's going to happen so i like a combination
of things but volume um is a major one i use to figure out if it's like heavily botted and
that likely leads to more ragging yeah and also just getting like if you don't have a trading group or whatever that collects a wallet
collection, so you can input those wallets into these trading bots,
you can kind of like over time start seeing like which,
like which of these influencers or these top traders actually have copy
traders and which holds for a long period of time,
or which ones are just rinsing their copy traders.
So it's like a lot of these being parts, like who's the holders the holders right and if you're in the trenches a long time and you started
analyzing uh these wallets you can kind of deter like i don't want to be in this in this token this
guy always rinses his copy traders all right this guy is a good one he holds for you know two to
three weeks and he and he bull posted on the timeline so just getting familiar with the top
players and the top holders in the space uh it just can't happen overnight so you need to be in the trenches and actually looking at this shit over time one one very
quick last tool that i will mention because you just brought it up and i thought about it um
moby ai which was whale watch from asset dash it's like the ai that powers that is an interesting
tool to use to just see what pops up so like i don't trade necessarily off of wallets or like
it's just not my style um off of wallets or like it's just not my style off of wallets or specific holders but seeing if something's continually popping up on that feed is interesting and then
also the tokens down like pretty bad right now but it has been inching up I bought a chunk of it
at the Lolo which gave me access to some of their filters for like top x traders and all this other
stuff which is just more data you know it's just more data to add to your conviction
or not conviction in a coin.
So that's also worth looking at too.
Anyways, sorry, English.
No, you're fine.
Go ahead, English.
What's up, brother?
Real quick, I got something pinned up to the top,
which is what Ishii talked about with Rarible.
If anybody is interested,
you can feel free to check that out.
That way she mentioned it kind of in passing,
but you can understand as well.
Shout out to Ishii and Iceman for tagging me in the post.
Go ahead, English GM.
Oh, yeah, GM, GM.
No, you guys kind of moved on from it.
But as far as the ASIC resistance of Tari, that's actually, I think, one of the more bullish things long term.
Outside of what you were kind of saying, like, hey, listen, you can make more money out of it because you don't have to compete with people that can just point, you know, there are these ASIC mining rigs.
Yeah, that's true. And I think that's kind of like, I guess, the biggest value proposition of
you being a participant and making money, which is 98% of the reason most people are on this space
right now. But I think from like a long-term vision, just looking at it, like what happens
a lot of times if it's not ASIC resistance,
like outside of you being edged out, like these people point their miners at it for a while and
then they stop, right? Then it goes back to Bitcoin. So they're just trying to use their
already energy source and whether it's merge mining, whatever. And they're like, all right,
we already have these rigs. Let's point it at a while and then we'll send it back to Bitcoin once
this tanks and they look at it like a shit coin. But since you don't really have those participants and those people that just kind of
maybe want to not play, it kind of mimics a true style of Bitcoin in its early days. It'll just
have these early adopters that really love it and have... I know Novena's pitched this kind of idea,
but I do think it's true. I think when you... It's like having a piece of art like if you put your your your nft pfp and you put it up on your wall like you you develop like
i got that that idea from uh who was it mb as funny as it sounds like you do develop like a
different relationship with it and i think if you've mined it in a certain way that you're
you know for over time i i do think you have these people that become like cult people of it
like they love the product more.
And so you don't have like these ASICs, like rigs that are just looking at these arbitrage opportunities to basically
pump and dump your coin.
So like,
it'll be a slower adoption.
So like,
but I think that's a good thing.
I think that's a good thing for the longterm sustainability of a proof of
work chain.
So I just wanted to bring out just outside of you making more money.
I think just it's healthier for a long-term thing, which is for a proof of work stake,
what you're really looking for. You're not looking for this pump and dump style.
Look what it did to Fractal. Like these people are massive tractors.
That's exactly what I was thinking about. Yeah, yeah, exactly. And I helped a project launch
with it. I told people like, don't buy because of me. Like there's just an opportunity right now.
You want exposure to it.
And it happened that all the miners did the same shit.
So like they didn't get that much money.
Right.
And exactly like that.
It was kind of a D gen play.
But this like prevents a little bit like that D gen this and that long term.
That's exactly what I was thinking of FB token.
Yeah.
It's like, obviously you want to make poor people rich.
And if you're getting people in with their just computers and basic people, like those are the people are probably going to hold longer if the price goes
up for a long period of time, then they participate from the beginning. And I just think miners are
here for profit and they like you giving them access to point at your protocol, they're just
going to extract as much value. And then your token price is going to look like shit. And then
no one's going to want to participate. So I do think it's a longer better way to do it just to get people involved with just their computers because it kind of
You could grow with the protocol instead of just there this thing, you know
Go pumping 200% in a week and then it's all mass extract and then they all the miners dump at the same time
And then your protocol looks like shit because your tokens down 99% and all the people that got in it believed are down 99%
Now they move on so they don't believe anymore because the price is down right exactly it had nothing even to do it's just
it's like fuck i'm down 90 like i don't believe in this shit no more you know like i don't know
man the money hurts and i'll just chime in quickly with one last take i guess you brought up um or
rather ishi brought up kind of like meme coins and trenches and things coming back like i've never
been a trencher i'm much more likely to like buy something between 1 and 10 and hope that a 10x is from there. But just the way that I've
kind of looked at the market, I do tend to be a little bit more bearish than most people.
Everybody has their take, but I think what we're seeing here, especially what I've seen with
Solana kind of underperforming at 148, where Bitcoin's hitting 95. I really think all the alts,
even the ones that made all-time highs like SWE, Solana, XRP, all the strong ones, I think they're
going to have a really good bounce. And I do think Bitcoin can see an all-time high, maybe going to
120, 135. But I don't think any of these alts make an all-time high. And I think that that's our top.
And I think that maybe the next six months,
you'll see meme coins bounce.
You'll see the good ones bounce.
Maybe get to two-thirds, three-fourths of their all-time high.
There'll be some exceptions.
And there'll be some runners like we had before.
Meme coin mania went crazy,
where it's like, okay, going to 10 to 100, that's pretty dope.
And then if one can hit like 200 or 300,
not all of a sudden billions. I mean, I could be completely wrong. Everybody's just kind
of guessing at this point. I just feel like it's a stretch. I feel like we're at the, everyone likes
like the innings, like we're towards the end, man. We're really towards the end. And I know you hear
like all the institutional adoption, but it kind of reminds me of 2021. Obviously that was a little
bit more euphoric and things went crazy. It doesn't mean that the speculative stuff can't last for
another six months, eight months after the top. It usually does. But I just can't see
meme coins, which is really the thing that we've latched onto, right? There was the ICOs,
then there was the NFTs and that DeFi summer. And now this one, it's meme coins. There's not enough time. And I think things like SWE will be an awesome pickup
in the bear market. It could be shorter cycles, maybe cycles are not cycles like people are saying,
but I don't know. I'm the type of person that if there've been four-year cycles until that
definitively breaks, just assume that we're in a four-year cycle. And so I think there's a lot
of place to be made, especially more than two months ago or a month ago. But I would just be cautious in thinking
like, oh, the bull market hasn't started yet. And now we're going to really see it once all-time
highs. That's kind of how I'm approaching things. I kind of think that you're right. I could see us
get the Bitcoin to 120K, but altcoins not hitting all-time highs because we have ETFs. It's, you know, it's the leading, you know, Bitcoin's the leading mindshare.
But like we've had said this, the reason why altcoins aren't going to get the all-time high
because it doesn't have the gasoline of retail coming and retail's poor as fuck.
They're fucking bouncing their credit cards.
They can't afford their houses.
And you guys seen it with the numbers of sentiment.
Like half of the people that are here during the crazy bear market was half of what was here in 2021. So like if you want all coins to go all-time highs,
you have to have that accelerant of new participants. And a lot of people don't
have extra income also to throw into altcoins, which they would do if they had it. So I do see
Bitcoin just because of ETFs and other ways to buy Bitcoin can get to 120Ks and altcoins kind
of like bleeding in Bitcoin
dominance. But I don't know. It's interesting because you talk about the four-year cycle,
and I've heard some guy this weekend talk about it like it's dead. And the reason why it's dead
is because the past few cycles have been retail, adopted Bitcoin, and then we had the ETFs,
and then we have Trump getting elected. And now we basically have crypto adoption through
governments. And that's just a bell curve because that's just unlimited amount of capital that could flow into Bitcoin.
And the reason why we had cycles before because it was retail dominated and we were basically having havings.
And now what we have is basically adoption and which is institutions and governments now buying Bitcoin, which that's a bigger ball of money that's ever been here.
So he is basically saying it'll probably be a slower cycle, but it'll last longer. So he thinks that even 2016 to 2017,
which would be the end of the four year cycle, would actually, Bitcoin would even be going up
in price just by just the easing and like just the, this, this, it not being a scam anymore.
Just a teeter totter, bro. I mean, think think about it we're on one side and every time that we manage to go up and go down the distance that we travel is less and less right
it's being stabilized the floor is being raised so to speak becoming a ceiling and i mean in that
sense that's what we said and we knew what ultimately happened with bitcoin anyway right
which is this mass accumulation to the point where it's not even stored on L1 anymore,
and then it won't necessarily be affected with traditional market movements, right? So you're
starting to see that roll out in the grand scale, right? And then you also have the idea, right,
but not necessarily the idea, but you still have the halvings that occur right and that ultimately is the volatility
in the mix after this stabilization happens will be when it gets harder to mine less in circulation
and then the miners themselves are going to become basically the resistance now the only left that's
the resistance are the miners i mean we're basically now a part of the empire uh we're
we're done we're done for right and the only people that can
actually fight back versus any of this shit is uh the miners right and so we'll see that every four
years with difficulty adjustment and just uh them having to upgrade them dumping and readjusting for
the next four years yeah i mean like if i was black rock or i was fidelity like we love them
buying bitcoin but let's be honest they don't give a fuck about retail.
And if I was them, this is a perfect scenario for me because I have all the money and retail
is poor as fuck.
And like, do they really want retail to have Bitcoin if they're going to have it mass adopted
and shoved down your throat?
So this is the great accumulation from institutions.
And if they're going to throw all their money at it, they're going to do it when retail is
poor.
So when they do pump the price to 200, 300K, these motherfuckers are buying fractions of a penny and they can't catch up to
them so this is a perfect scenario for the big institutions because all the people that would
need this for financial freedom don't have the money to actually buy it right now so and when
you do get the money you when you do get the money it won't be on l1 bitcoin it'll be a proxy
it'll be a note no i'm being
serious that's no i believe you that's what's happening bro and by the time retail says i got
some money they're gonna be like well only place you can buy some is micro strategy they'll give
you an iou for some bitcoin but you own bitcoin don't worry about it yeah it's kind of like the
gold thing like it's hard to get the actual gold and they'll just give you some paper gold you know
we don't want you to get the real shit, bro.
Like, that's for us, bro.
You could get some exposure via, but you don't get that actual real gold, bro.
I feel you.
I think that that's probably true.
Just two quick points on that, and then I know Ishi has her hand up.
Yeah, I would say my thesis, which is my model, like, that's how I approach everything, I think, along with everybody.
In 2022, everything was at its lows, you know, like I didn't get sold at $8, but I picked it up in 20, whatever, something
like that.
And, you know, dump my ETH to sold.
Everything was directionally that way.
And you just stack, right?
Like the, the, the things you're bullish on, it was Solana and BTC, right?
Like that's what I did.
And I stacked on it.
I think my thing would be invalidated,
to your point, Expresso, if there was severe money being literally printed, and everybody's
rich or has money, things like that. Yeah. I think if there's actual money printing,
maybe not even has to go into a COVID style thing, but just printing money. Yeah. I think
that would invalidate it. And maybe we see the altcoin. So that would be something I just don't really see it seen in any
meaningful way. And then the other thing is that as, as old as Bitcoin is in, in terms of crypto,
like it's just not that old when it comes to other assets, like the stock market or other
commodities. And I think in general, um, we had like the big crash of 2008. I mean, if you want to go
back as far as the dotcom bubble, you can, but let's just keep it crypto related. Like Bitcoin
hasn't really lived in a way where like things are just bad for a long time. Like really like
the stock market has been in the S&P 500 has just gone up, you know, since 2008. And it's like easy
to think of like, oh, well, of course, 15 years is such a long time, whatever.
But it's really not in the terms,
like things I guess depends on your age or whatever.
But so it was created because of the banking problems
and we haven't seen it really take on until recently
the identity of a risk-on asset, as the issue is saying,
a risk-off asset. So we'll see a risk off or
um a risk off asset so we'll see if that plays out specifically for bitcoin um that would be
interesting but i mean i'd just like to see what bitcoin would look like in a 10 to 15 year like
that like choppy and down um type of market you know um and and so there's just a lot of intangible
you know intangibles to kind of look at um but we'll see. We'll see how it plays out.
It's a great debate.
What up, Ishi?
Yeah, your hand's up.
We see that.
Go ahead.
There she is.
Are you there?
Or am I not here?
No, Ishi, you're unmuted, but we we can't hear you so maybe if you make a lap
or something we can bring you back up yeah maybe lord what's good brother all right did you see the
ai news today which i mean there's so much we have open ai but i was kind of talking about nerd boy
with his uh mr uh zuckerberg zuckerberg yeah i was watching him on uh the ovon or whatever he
said a lot of interesting things there bro uh what are you talking about though which part
uh they they basically launched their own uh their own app meta app uh so meta basically
launched their chat gpt version uh today so today we're launching the first version of Meta AI app, a new space to speak with
personalized assistants. So if you listen to the dork on the video, he talks about how
they're integrated into the Meta Glasses and it's kind of your own assistant. So I don't know,
Chief, you have the Meta Glasses. Do you still use those? Yeah, I have them. I mean, they're cool.
I think that that use case, right? I mean, for us, we use it as a novel kind of, oh, look, it's a toy.
But what really like where it hit and I saw a full blown like use case where people that have difficulty seeing, right?
There's literally like people that have like blind people showing, yo, this is what I go through on the daily.
And you just see people like whacking them on the street and shit, you know, this is what I go through on the daily and you just see people like
Whacking them on the street and shit, you know, because it's POV or when they pull up to like
Somewhere in the restaurant or anything like that. You can just talk to your glasses, right? You can say hey meta What is this so you no longer have to you know, pull out four or five different apps
You no longer have to pull out a magnifying glass
I mean we even have older people that use, what is it like?
It's like a helping hand app, right?
Where like old people can tap into younger people that can see, read, hear, and you help
out the elderly, right?
So that's where I see that this, like the metaglasses and the AI in that form are going
to really take off and fill an actual need is for those, right?
Because I mean, if you're visually impaired, if you can't, I mean, they talk to you.
And literally, it's good, dude.
You can say, hey, what am I looking at?
And it'll say, it looks like you're looking at extra virgin olive oil.
It is 12 ounces.
It is from this brand.
Is this what you would like?
And you can say, oh, is this the cheapest that it's available, right?
And then you can start utilizing kind of building your AI prompting to it. yeah i think that it's cool as a toy right you know we use it as a toy
but i use it as that like as a novelty item as a hey check out my glasses or a once in a lifetime
kind of thing right i mean i think last time i really used them was when i proposed but other
than that for people that have everyday use cases
I think that that's gonna be next next gen dude. It enables them and empowers them in a way. They don't even know
What about even communicating with people in different languages, bro?
Are if yeah, it gets to that point because it literally translated in your ear
So whenever it gets to the point of full-blown like let's just call it real time so to speak which it will um that's that's next level too you know so yeah there's like so like that's the one
thing i did agree with a lot with uh what mark was talking about was that when the technology
improves like right now it seems like a novelty item it's kind of like bulky this is that and the
other and it's not like perfect real time but like it's not going to be like that in a few years, right? Like tech just gets better. So like not having AI in glasses at
some point is going to feel weird. Like you're poor if you own glasses without AI in them,
basically. And like, when you think about holograms as well, it really kind of like
throws a wrench in the hole, like just screens that we hold every day or that we watch on TV.
Like if you could have glasses and throw a screen up in any room, you know, like, and anybody with the glasses on can see that screen.
It's like, at that point, you can have a fucking whole wall. That's a TV essentially. Once the
tech is just like really good. And like, obviously you could spend the money to get like really good
tech like that, but eventually it's just going to be everywhere and you could just buy it.
So I think like forward thinking, it's really bullish. everywhere and you could just buy it so i think like forward thinking it's really bullish and as far as like meta goes i think it's bullish they
have an app like they've honestly been pushing open source ai forward since they tried to like
take on open ai and do all their shit open source so like mad respect for that i feel my own type of
way about mark zuckerberg and i think he's just kind of going with what works uh and he switches
up a lot
depending on that. But I think what they're doing at Meta is like really bullish. The behemoth model
specifically that they just trained like some of their open source models that you could just
download and use. The behemoth model is actually really good metrics wise. So I like what Mark's
doing, bro. Like I think it's bullish for the AI space and pushing open source forward.
And yeah, like the wearable tech with AI, that's just an obvious future forward thinking
type shit.
Like, it's going to be that way.
Like, everybody's going to want that because it makes sense.
There's no reason why they can't do that, right?
So like I said, I think in the future, it's just you're going to want glasses, even if
you don't need them.
Because like, it's just why wouldn't you want an ai fucking thing seeing everything you see as opposed to
or you get a neural link right but i'd rather have a pair of glasses so dude i saw i saw something
where like say you lost your keys and you had your glasses on you could ask your keys to remember
where you left your remote control your keys and it could walk you back to where it was so just like
it analyzing everything you will not have to forget shit in the past and then you can have enough data
for that bro could you imagine like scoring yeah per human being their whole life yeah like we
wouldn't have computing power for that but i get what you're saying like you can do the replay or
hey pull it back and almost in that sense right yeah you could kind of eliminate forgetfulness
over time and that would be really good for like people have dimension stuff so definitely going to advance
society in the future i do want to throw it back to ishi and guys we're like stop stopping and
starting it's okay to go back that we're just we just like to play hopscotch here so if we're
talking about something and you want to go back and talk about something in the past feel free
to talk about we're going to go to ishi onk and then fluffy so go ahead ishi i know that you were
having trouble with connections earlier my back yes you're back yeah you're good fuck yeah no it's because i came
back home and switched between mobile or uh fucking 5g and then the wireless and it disappears
anyways um that would be really fucking helpful helpful for my adhd because i forget if i did
something like two seconds after i do it um but what was going to say really quickly on the retail versus the institution thing
is that it's really interesting. There's some paid analytics and indicators on,
say, TradingView or whatever else, where you can see the proportion of institution accumulation
versus retail accumulation.
And I will tell you for the things that you're trading on trading view,
which are usually like mid to high cap stuff,
the institutions are driving it up and the retailer buying the,
buying the fucking top. And then they continue buying the dip that keeps on dipping.
So this is like all that stuff,
unless it's like low cap shitters or whatever else,
or stuff that we see in the space, low mid caps, like apart from that being retail and us,
I guess most of the rest of the stuff, unless you're short squeezing something and the retail
come in and push it past that point where it does get squoze, um, it's institutions,
right.
And they're going to win and they're going to wait until they can quietly accumulate.
And what do you think they've been fucking doing for the past like four months, right?
Retail's been buying that dip that kept dipping.
And now they've been accumulating at the bottom.
And now, you know, we're seeing some movement again.
So it's just something to pay attention to.
And again, I'm a big proponent of data.
So if you can find data sets that show you these things, like looking at spot on chain
sets that show you these things like looking at spot on chain is really helpful for institutional
is really helpful for institutional accumulation.
accumulation there's a bunch of people um who post like daily like data sets basically on inflows and
outflows and all that kind of stuff so um if you have the time for it it's working right and out
and kind of following those flows so you don't have to think so much am i in a bear or am i in
a bull market you think okay this is where the flow and the movement is happening right now
i don't have to worry about it being a bear or a bull market. I just need to follow the
flows. Yeah, exactly. Obviously on-chain data is where the truth lies. You can listen to people
on the timeline. They're probably invested, but the real data, the real truth is actually on-chain.
So definitely suggest you guys. That's why we throw stuff on the Jumbotron for you guys to
actually start following this stuff to make your own opinions on this stuff. I think the real truth
is in the new executive branch club, bro. I should all create a dow get one of us in there
it's only 500 half a milli and then you get to sit down with the big boys cheap and uh yeah you make
the rules from now on i don't know if everyone saw this but uh just a little piece of news um Membership fee, $500K. The owners, Donald Trump Jr., 1789 Capital owners, Omid Malik, Chris Burstkirk, and sons, Steve Whitcoff.
Founding members, David Sachs and the Winklevoss twins.
So, if anybody wants the ultimate alpha group, I mean, these motherfuckers saw what we did in twitter and were like yo
We need to make an alpha group too
Like what the fuck?
There's is just 500k to get in
I wonder how many people actually join and if it's seen as like a like the cabal dude
I mean because in a sense that's what it looks like
I think they got a gated telegram group
Yeah, they have to
Where they post buy ethan thank me later
and then eat fucking plummets like 60 it's actually a good deal dude i mean a crypto punk
costs 100k and that's the fucking cabal of crypto twitter so like you pay five times that and you
get access to the president the world that's all yeah that's actually a fucking deal dude i mean
to get a fucking green card you have to pay five million dollars so getting access to trump 500k that's actually a fucking deal dude you're gonna get the white
list for world liberty fight for sure like when that drops that and then drop it do that and then
drop a token and be like listen i'll give you the alpha eyes bro make it fractionalized ownership
of access to the seat we'll just mirror the fucking we'll just mirror the fucking group chat right now yeah i'm gonna start a dow go fund me 500k we will offer fractionalized seats inside the
executive club uh why don't we just get a mirror we'll just get a mirror bro you need someone inside
though you need someone to spend the money yeah we do go ahead and then we'll get the fluffy
yo chief you open my eyes to so many things, literally and figuratively.
Those glasses would be perfect for me because I honestly see like shit.
I don't see well.
And like the other day, I had on my ceiling like a huge wasp or something.
So I had to take a picture of it.
Couldn't see it.
I had to take a picture of it.
I thought it was a wasp.
I chat GPT'd it.
And it told me it was a wasp.
So, you know, I killed it. But literally the glasses would be like, click, photo, what is told me it was a wasp. So, you know, I killed it.
But literally the glasses would be like, click photo.
What is this?
It's a wasp.
Okay, done.
So it would, you're right.
When it gets less clunkier, this would be perfect for like, say myself.
And yet I'm a young adult.
I don't have to be some old person.
Say, hey, what's on the menu tonight?
Yeah, no shit.
Maybe even the glasses in the future might, like,
notice this wasp, and then the glasses will emit
some, like, sonar that actually killed the wasp
dead on sight. So, maybe we just advance
wasp killing with the glasses.
Well, you can probably tailor these things, right?
You know how when you grab your phone...
Bro, the fucking predator gun comes up from under,
over your shoulder, and it's like...
Like, laser beams.
Like, laser beams shoot out the fucking glasses and shit.
Yeah, that'd be great. Because you know on your phone how you can set it for uh visual imparity or disabilities
or anything like that i'm pretty sure you'll be able to customize the glasses similar in the future
right so potential of them let's just say you turn on visual disability i'm blind or i can
partially see okay cool as you're walking, you're approaching an object within five meters
Hey, you're approaching an object or an object is coming at you within X amount of time, right?
So I don't think that that's too far off either on you know that it can be a combination of both worlds and the person I saw
She was a young person. She just happened to be
Partially blind, right? So the old people I can see it as an immediate use case but I mean it applies for anyone in any anyone and everyone
that has any kind of disability or just you know is it's harder to see not
necessarily classified as a disability or harder to hear so am I it might
replace service dogs I know those are kind of hard to get so that would be
cool cuz imagine it could call.
Like, it could literally call the police for you if it feels, or an ambulance if it feels your heart rate going up based off of the glasses, right?
So stuff like that, like, it's definitely down the route.
But, yeah.
Go ahead, Fluffy.
It's a life alert, baby.
Let's go.
What's up, Fluff?
Did he connect to Wi-Fi on his walk, too?
Oh, no. Sorry.
What's good, brother?
Good GM, GM.
So here's the thing.
I work in advertising, and the 99% of the complaint we get is that Meta and Lexa and everything is listening to them.
we get is that Meta and Lexa and everything is listening to them.
It's like, yeah, I'm going to put a glass on you.
So you will literally record everything you're doing.
So on one end, I totally agree with Chief that it kind of opens up the world for people
who have limited access, whether visual or hearing impaired and things like that. And I don't know if you guys
use Apple's AirPod, right? I have blew up my ear drums listening to junk music all my life.
In fact, there are times I don't even know that it's raining outside, but I put the AirPod and
I'm like, oh, it's raining outside, you know? So definitely these things will improve
our day-to-day life.
But also, you know, the other side of the coin,
you know, is me as a marketer,
we collect so much data.
This just gives us even more data, right?
So now I don't have to do predictive analytics.
I can actually map what you're doing
on a day-to-day basis
and sell you more shit right that's have you seen the black mirror episode from the newer season i
haven't i haven't seen it yet but uh a lot of people i mentioned i won't tell you what happens
then okay i'm gonna try and watch it's it's basically like direct line to the brain and then
like automating you know the person who's connected to actually say
the ads out loud to other people.
Nice.
It's fucked.
Then you have to pay a premium subscription and not do it.
And they just keep upping the play to play to make it more and more advanced.
And then you're sticking there for like majority of your life, just reading ads.
Yeah.
I mean, if you guys really think about it, right?
Like there are, you know, for every positive outcome of any new tech, there's always some way, you know, the marketers usually get blamed for it.
That we end up trying to use the data in some way or form that will allow us to scale things, right?
Now, for me, the most interesting thing that came out of it was how cheap these things are going to become, right? But the two
limitations that I think will kind of hinder us is processing power. So it has a very small chip,
so it takes a lot to process things. And number two is battery, right? How long can you, you know,
because anytime you're using something visual, burns more battery and so that will be
the tech they had to figure out so none of us are running around with a freaking battery pack on
ourselves and frying our nuts you know that's what's going to happen you know how these things
and also the other unindeed kind of like people already live stream you know like shannon
live stream having sex and you're fucking having a glass on and so there's
a lot of other privacy and and bullshit too so i am excited for the tech but i'm also cautiously
optimistic like how much of privacy that you have to trade off uh and then you know they run the ai
on top of it then you're fucked actually but are you really trading it off or are you just now seeing that it's an actual data point?
Right. Because in reality, I mean, we talk about this all the time.
The ability or the idea that you could potentially vanish off the face of this earth are zero.
Like there's nothing you can do today at this late in the game, so to speak, that would remove some type of fingerprint that exists.
So it's like big brother's
there whether or not he has access to you from your neighbor's wi-fi camera whether it's a state
camera whether it's the laptop in whatever the fuck the library the computer like that's just
one of those things that i i don't get to it's this idea of oh no look at what is there in reality
i mean it's just showing you what's there
and is already being monetized.
It's not anything necessarily new.
No, no, no.
I'm talking about everything is monetized, right?
Like, you know, even like last,
this whole week in San Francisco,
one of the biggest news is
they have been finding hidden cameras
in people's like bushes
because that's how the thieves
that got smarter and they're tracking when you're coming home and going out right and they found
budget cameras right so i mean that's the reality we live in everything is recorded and you know if
you want to go off the grid there's no way for you to go um i don't know if you guys saw that
watch me i'm going to the mountains i'mhing everything out, and you're never going to fucking see me again.
Oh, no, no, no.
I don't know if you saw the 3D model of, like, past satellite recordings to triangulate where to find the missing flights.
Did you guys see that?
For me, that isโ
Malaysian flights, dude?
Is that real?
Please tell me that's fucking real.
I don't know.
Iโdude, like, I'm notโ
Dude, just to say it, dude, like, you guys know about the Malaysian flight, dude? Is that real? Please tell me that's fucking real. I don't know. I, dude, like, I'm not saying that.
Dude, just to say it, dude, like, you guys know about the Malaysian flight back in 2013
where the fucking plane just disappeared and then the cell phones were still on?
So there's some satellite imaging basically showing these three orbs surrounding this thing in like a circle.
No, no, no, no, not the orbs. The orbs are like how you do triangulation.
That's a visual thing but i'm talking and
then it just disappears and fucking just disappears like it got warped into another fucking civilization
i don't know if the the satellite image is real or not but that's actually fucking insane that's
true of the tech right to chief's point these things existed in some forum or the other that
we've been tracked like my dad worked in the Middle East for almost 40 years. Dude, they used to wear a chip. I'm talking about the late, early 90s, late, you know, late
Like enemy of the state, like when Will Smith, where they had all that shit back in the 90s.
Yeah, they had this chip, they had this chip, and it's usually had their biometrics data. So if
they ever get injured or whatever, that's all the, you know, this was in freaking Saudi back in the fucking late 80s 90s. Right.
And so these technologies exist. What I am saying is that it's
becoming a lot more accessible to common public. And of course,
you put in public's hand, people can use misuse it. That's what
I'm getting at.
I mean, just look how far we come. Like 2012, we had the Google Glass, literally thrown off the fucking shelves because people were so concerned about privacy. Now we're in 2025. And people are asking for this and want this. So just are like, we've been just downtrodden. And it's just so culture now that we're just so used to our privacy being taken, especially from meta, that now people are like, all right, I've dealt with it.
It's around.
We got fucking cameras everywhere on every light post.
Like, let's try to enhance our lives for once
instead of this information only being used
for like the elite class to track us.
So I think the reason why people are so interested in it
is because now it's enhancing our lives
instead of it just being us to track it.
But everything's the same, right?
It's exactly the same.
And nothing's really changed other than now we have access to it. Our data's been fucking scraped
on the internet a thousand times over. You gave your fingerprint to Apple, you gave your iris
scans to Apple and Snapchat. So all this stuff has been taken from us, but now we have the access
to the tool and now it can enhance our lives instead of just giving to the lead all the time.
The thing that I am really excited about, I don't know if you guys ever use meta AI this way.
I track, I'm on social media all the time, but sometimes I do miss updates and things like that.
So every day I ask it to summarize all the important things that my friends or community have posted.
It literally gives me a summary so I don't have to sit there and doom scroll to find and miss.
That's something I see as a useful thing,
that almost like you're getting a daily executive update
in off your social circle.
You don't have to doom scroll or you can focus on other things.
I can see those things.
Then on top of that,
Meta also announced maybe two months ago
that they are going to build
the smaller AI apps
focused on smaller businesses
so that even if you're a mom and pop shop,
you can have some of these AI capabilities
that is currently only available
for the large enterprise clients.
I think that will be a really disruptive tool,
similar to what Shopify did years ago for a lot of the e-com,
that anybody can all of a sudden turn your production market directly.
I think that's something like that will help because accounting,
financing, better marketing capabilities,
da-da-da-da for a small business,
so they can compete with a larger enterprise client.
I saw that.
They have their own AI models that can hold your product up,
and you don't need to hire fucking Kim Kardashian to do it anymore,
so these small businesses.
And I've been exampleists.
My parents paid someone to build a website for them,
and it took them eight months.
And I used 10.web.me.
They make you pay extortional amounts of money.
I was working with a Web3 group and doing all of this communications for them.
And they paid $30,000 to this fucking terrible person who made the worst website.
And I was like, I could have made this.
Yo, California paid $21 million for their COVID site.
Oh, yes.
California paid $21 million 21 that is all drifting you
know but it's like ggs to the person who charged them and took advantage of the situation like
they did good i just turned around my family's website with 10 we attend web.me with ai assistant
in two weeks and it looks 20 times better this guy that's been eight months so i really want you
guys to play with uh three if you guys are playing on they're doing things like this one is called
lovable literally you can write a piece up on a scribble on a thing upload it and tell hey i want
this to be look like my apple website or apple app it will build it for you uh there are the other
one is called replit if you have little more sophisticated programming that is a good one
like a stop gap for you you can program can program. You can literally develop an Airbnb copy for like, you know, 200 bucks of AI software. You don't need anything.
You can literally converse with it. You can improve it. Yes, of course, you had to put
some time and have some common knowledge about how to build things, but you're literally
talking to it and it can turn into like your helper or, you know, and so I agree with you guys.
All this like small, medium software companies that are milking people, you can literally write your own script now for 20 bucks a month and host it on your own server.
I agree. I agree. I got one more AI thing and then we'll get to everybody that came up here.
It's just it's interesting topic. AI is super interesting.
So like Google is done. Search engines are done.
Everybody's using OpenAI. And OpenAI
has announced that we've launched several improvements
to ChattoBee search. Today, we're starting to
roll out better shopping experience. Search
has become one of the most popular
and fastest growing features with over 1 billion
searches in the web. So shopping.
We're experimenting with making shopping simpler and faster
to find and compare and buy
products on ChattoBee. Improved product results, visual product details, pricing reviews, direct links to buy.
You use ChattabeeT like that?
Like, to shop and to look for shit?
But they just implemented it today.
I've been doing it the last two weeks, actually.
And then you can search WhatsApp.
You can now send WhatsApp messages, 1-800-CHAT-UP, and get up-to-date answers and live sports scores
accessible everywhere in Chattabooie,
and then improve citations.
Chattabooie can now include multiple citations
and give in responses,
allowing to learn more verified information across sources.
So, yeah, it's eliminating Google at this point.
You're basically just going to type Chattabooie T
and be able to buy products.
The crazy part is it's integrated with Instacart.
I don't know if you guys use that fucking feature.
So let's say you're driving home and you're saying, I'm going to make this for dinner.
I don't know what I have in my fridge.
If you have been feeding data into ChatGP, you literally can say, hey, go ahead and order this for me at Instagram.
And by the time you come home, your grocery is already there.
Like that level of automation, like almost like your assistant the best 20 bucks i spend every month
on that yeah i mean you're gonna have cameras beside your refrigerator seeing that you're low
on milk and it'll be like sit to your house instantly and that already exists in smart
i don't have a smart fridge but you, you know, my fridge will talk better. Smart fridge.
Stop opening the fridge at 3 a.m.
Go to sleep.
Wow.
Wild.
Very quickly on the citation thing.
This is coming from, like, a previous, like, academic PhD background in research.
I was home and my dad is a professor still.
And he was talking about some of the stuff uh that he was like he had to write or
he wanted to write a big um research paper and like um a systematic review on a certain topic
and i was telling him about chat gpt it's like well do you do like it is it useful and i was
showing him how i was using it to kind of help me craft up um pitches to brands and other things
um but i was like you know if you get the like the the
medium version, right, which is like 20 bucks a month or whatever, it's got all the apps and
there's several research apps. And previously, when I tried them, they weren't that they were
fine, but it would give you fake citations. I'd be like, hey, give me a summary. I'd test it. I'd
be like, give me a summary on this topic, which was my PhD topic, which I knew inside and out,
right. And it would give me a summary,
but also make up fake citations. I'm like, okay, it's a piece of shit. Like, you wouldn't really
use it for anything. And then I pulled it back up with my dad. And I was like, all right,
let's look at this. And I'm like, all right, what are the impacts of spinal cord injury on the heart,
which was my last main topic. And it did a full meta-analysis summary and pulled all the citations.
I said, give me 20 of the main and most recent publications.
And it gave them all, including the test was like, is it going to show my publication?
Because it was very specific to that area.
And it pulled it up.
I was like, damn, dad, it's pretty good now.
So if you want a little help just performing your search, not even writing the paper, but
performing your search rather than having to know all the Booleans that you used to use. This is like, man, back in the day, you had to go deep into the
fucking archives of the library and find the book and the journal. And then when we got Google and
PubMed, we're like, whoa, man, search Booleans. It was amazing, right? It was the next step of like,
okay, I just need to learn how to use this tool so I can find stuff. But now ChatGPT is like
accelerating that in really interesting
ways. And like, I kind of look at my buddies who are still in academia, I'm like, man,
like it won't be able to come up with genuine, curious and like well formatted research questions
if it doesn't understand humanity and that entire area and what's actually needed, etc.
But it is a really cool tool that's
going to either accelerate academia or people are going to start fucking blocking it in academia
because they're going to realize that they've been moving that slow for that long and that other
people are going to start to take over their jobs so uh i don't know i think this shit's interesting
they're taking their jobs oh three specifically just wanted to say is like the best possible tool for researching, learning, anything.
Like O3 is actually scary good when it comes to a really deep reasoning and actually like getting deep into topics and getting good constructive answers, you know, and or criticism of like what you're doing.
Like it's probably the best thing I've used.
Like you can come up with a hypothesis and then you can actually have it poke holes on it to
refine your idea. And like, that's like the most valuable thing. And then to issue you to your
point, there's another way you can take advantage of it, right? Like let's say you want your paper
to be published traditionally. You have to be part of an endowment or whatever to it, right? Like, let's say you want your paper to be published traditionally.
You have to be part of an endowment or whatever to publish, right?
Sometimes it gets capped because if it doesn't align with the university's
model or whatever, now you can actually use these agents to almost like a reverse
SEO that agents will find the information faster.
All you had to do is ask the agent, hey, how do I optimize my paper
or whatever I'm publishing?
In my grant application.
Yeah, when somebody just, you know,
look for something, mine pops up at the top.
You can optimize that way too.
Let's go to Cass.
Cass, you came up.
What's up, brother?
Yo, I heard all the talk about AI and ChatGPT,
and I just wanted to come up and tell everybody
that the AI overlords are here and I just wanted to come up and tell everybody that
the AI overlords are here and they're about to take over. And like you were saying, hearing that
kind of stuff, it kind of blows my mind because it's just the proof that we're hitting this kind
of shift where even the most intellectual-based fields are going to be like hyper accelerated because of this
kind of technology. And for someone like me, like I use ChatGPT for everything. I Google shit. I
use it when I'm doing like 3D work. So like if there's any 3D artists out there, please, for the
love of God, use ChatGPT because it's so amazing to like look through errors because they give you
all the possible errors that they could find from like unreal's website and or like on any
other website whereas a like issue saying if you wanted to find the problem was before you had to
go through the public resources that were there and that usually was shitty youtube videos that
you know you could be watching like somebody from fucking thai thailand or some shit like that trying to explain to you
why something's not working but yeah this is uh this is gonna be the future and if you're not
fucking around with ai now i think you're you're making a huge mistake because it's coming and
it's it's gonna really change things up in my opinion i don't want to put you
on this podcast but are you part of this class action lawsuit about uh with nike uh with
artifact leaving buyers had major losses and rug pull over five million in damage was sought
you are you are you on here bro i mean i checked my credit card statements and i thought maybe i
should join but then i realized that ethically it probably it'd probably be pretty fucked up to go from being part of the team to jumping on the bandwagon of suing people.
But at the end of the day, that stuff, it's like it's America, man.
We are the land of the lawsuit.
So anybody can sue anybody for whatever amount of damages they deem fit.
And I like genuinely. I don't have enough money to win in court, bro. I mean, let's be honest here. Nike just goes,
bet, we'll just postpone this for two years. Have fun showing up.
Exactly. There's no teams out here of lawyers that are ready to take on the actual 5,000
out here of lawyers that are ready to take on the actual like 5 000 legal person department that
exists in nike and just you know speaking from experience working with them like these they
don't play around bro like i i had to fucking you know talk to seven different people sometimes
before i could do things so it's not like it's not like we were just willy-nilly kind of just
doing whatever the fuck we wanted to do but i get where people are coming from like at the end of the day it's like it just sucks bro
because it's like i was i was on the plane i believed in this uh this flight and then we got
malaysia airlined into fucking oh my god disappeared got warped into time what up tig what up brother hey jim jim can you hear me okay
yes sir perfect um just real quick on the topic of ai uh if you're definitely interested in that
learning more someone that really breaks it down really well and actually gives free lessons and
classes on it is butoshi so if you're not following butoshi uh definitely get on that if you're
interested in ai he just has a really good way of breaking things down for you and dumbing it down and his biggest thing with ai
he says that you know you can't you could use it and it helps greatly but you have to kind of also
be very specific and kind of feed it your end goal and what you want to accomplish because that
kind of gives you your best results you can't just hop on there and ask a question and expect
an answer that
you're looking for. So definitely, there's so many things you can do with it, but definitely
make sure you kind of have an idea of what you want your angle to be using AI or whatever you're
asking it to do. But just something real quick to touch on that. Definitely follow Boutoshi if you
have it. That was my point on that, just with that, Tig, is when people said that y'all were
using it for Google, like how? How are you spinning up a brand new instance?
Without substance context or anything and just being able to actually get the answer you want
with the reply
Because I mean
I can't do that when I spin up a brand new instance is gonna give me everything in the third
Related to the words and the prompt right
so i guess that that's my thing are you guys just hey you are google 2.0 and you just dump into the
same black box or i mean because it's not yet you just you just create like you basically in your
uh there's a pre-settings in your pre-settings you literally describe when i'm doing this
particular like when i'm searching for it.
In some means I just need a one answer or maybe top two.
Yeah, so you create like a search engine black box though.
Yeah, yeah, you customize it.
It's similar to your web browser, bro.
Like in some-
No, no, it's not.
Cause a web browser, you can pull up Google
and type in anything without any context
and bring up roughly what you'd like.
Yes, then it will recommend but you
still have to click and go three or four steps following right insert here what you can say is
hey i'm looking for a nike issue in a size 12 blah blah blah find me the link like it immediately
gives you that option it can now we wouldn't go and order it for you right uh but i do agree with
you that if you if you don't know what the outcome you're expecting
and if you're researching,
like even, you know, remember that old Google thing,
am I feeling lucky, right?
Because you kind of know.
So similar to that.
But it's not, the important thing to know
is that these AI models can be influenced.
That's like the thing that scares me, right?
If I want to spread, like if I'm a top
marketer, the best thing I would do is I brand, I will do everything I can. So the AI is referring
my product versus Google. Google somehow over time has managed to curate things for you. AI doesn't
have that ability yet, right? So you end up being your own tastemaker. So what does that mean? Is
if you're not good at asking the right questions, you will get shitty answers.
So the prompting becomes a lot more important because you can get third or three or four different versions of the answer depending on how you're asking the prompt.
Appreciate that.
Go ahead, Tick.
I was just, you know, you're talking about utilizing it and that just came into mind.
Yeah, but that was my point.
Yeah, just be more specific.
And then Butoshi breaks the shit down really well, man.
So if you guys want to check that out, he does a really good job about it.
Did you guys talk about Hyperliquid yet?
I was going to bring that up.
Are you talking about the new fee structure?
So that also is well, but on Testnet, their point system has been updated and changed up.
So it looks like hopefully airdrop season is about to come again. But on Testnet, their point system has been updated and changed up.
So it looks like hopefully airdrop season is about to come again if you've been using Hyperliquid and farming it as you did the first time around.
You know, it was definitely one of the probably the best airdrops you could have done
without risking too much capital, I guess.
But yeah, so on Testnet, on their side of Testnet, their point system has been updated.
And I've seen a couple of screenshots of people posting it.
So definitely something to keep an eye on if you have been
farming it and i feel like hyper liquid is a whole ecosystem has been kind of not a lot of people have
been really i guess talking about it even though the nfts it's like in a silo right now don't you
feel yeah it's weird because like the nfts are holding very steady uh all right buddy is like
a 60 million which is like a 60 million
which is like a top token that was airdropped to uh hypios if you're still holding which is like i
don't even know how much it is worth now because i haven't even checked but i feel like just the
whole the system as a whole is just kind of just sitting there idle while it's kind of pumping and
holding steady and then not many people are talking about even just the tvl and all that is
growing uh pretty rapidly i think something to keep an eye on if you haven't explored Hyperliquid ecosystem, the EVM and all that.
Definitely just check it out if you want to stake your hype.
If you have hype on there, there's different protocols now that have launched and decent APRs that you can loop and all that.
There's a bunch of people that do really good breakdowns.
MB, actually MB is on the crowd.
If you guys don't follow MB, he does a really
good job of breaking down stuff on Hyperliquid.
I've been following him for a
minute. But yeah, if you haven't
checked it out, a lot of stuff happening
on Hyperliquid if you haven't checked it out. And also
early today, I don't know if you guys saw
Dingling's tweet, his recent
tweet, Boop.Fun,
which is a new launchpad that just rolled out,
finally tweeted out that they're launching. There there's a new meme season they're gonna start with the new protocol
launch pad and then ding-a-ling's behind it i guess and he's backing it and he's talking about
how the model that they designed aligns more with traders creators and holders while keeping
everything in the ecosystem a positive feedback loop and he he says, and yes, there will be an airdrop at launch.
Bugpoint system will reward you DGINs and Trench Warriors in real time.
He said more details to come.
So I think it's definitely something to keep an eye on.
I think they did already launch their first token.
I forget the name of it because I saw it trending.
But definitely, I posted it up for you guys to check it out.
I think it's something interesting.
I think they're kind of, you know,
Dingling's trying to, I guess, bring something,
I guess what Bonk is doing with that feedback loop
of buying Bonk with all the fees and all that,
keeping the fees in the actual ecosystem
on like PumpFun.
So I guess they're doing something similar
in different ways.
I guess you gave it word for holding the tokens
that are launched through their launchpad.
So that'll be something to look into
when dig a little further.
I guess more details
come out on the hyper liquid thing i brought it up last week i mean hyper liquid in terms of just
uh chains with the most amount of money to give away uh it's them right i think they're at five
billion to still be distributed out and then you slowly start working your way down like bear chain
sonic uh etc right the rest of. So just something to keep in mind
I mean
hyperliquid season two is is something that people are positioning themselves from even though the timeline's been a little quiet or
Less active with the hype yo's itself. I know people who are taking this time to start farming that too and kind of
Transitioning over that instead of abstract or monad dude it's
crazy because like hypeos i still have my hypeo i've been had it forever i know ishi has her hypeo
they literally went down to like 0.7 0.75 something around that and now they're like
they hit 1.8 quietly no one spoke about them so they almost 2x off the bottom of an nft which is
a major move um and also like
everyone talks about the tvl of arbitram and all that shit that whole tvl is going to hyper liquid
like no one's fucking doing shit on arbitram besides hyper liquid um so yeah i i think if
you're if you're on there if you've been the the platform i think is the best training platform
if you like doing perfs and all that so if you have been doing it you have been training it uh
you probably lack up decent points if you're staking hype
You should be getting some points as well. So definitely season two
Hopefully something coming out soon. Yeah pinned up to the top they have 7.2 billion
to distribute
Compared to the rest of the the pre let's just call them l1 slash l2
You have bear chain coming in at half a billion, 565 mil.
Sonic at 104.
And Blast at 72.
Sonic is supposed to be hitting mainnet sometime this upcoming month.
Sonic is already on mainnet.
Well, the second airdrop is supposed to be coming sometime this month.
And then you have the Baruch boycott unlock which happens may 6th
and then that kind of frees everything up in that sense so yeah i saw cash was unmuting just a few
things on hyper liquid obviously they have the new fee system uh staking seals will go live on may 5th
uh so recap changes staking hype lowers trading fees separation fee schedule for perps versus
spot spot volume counts double your fee tier and then
it looks like uh there is going to be uh stable coins on there so they had this from uh looks
like a whatsapp so new token created usdto and that is uh the unified liquidity protocol for usdt
uto brings the largest stable coins in the world to the most widely adopted blockchain. So it looked like we got that.
And then this thing called Halio, introducing Halio, H-U-S-D-T,
which is, looks like a goldback.
What is this?
Let me read it.
It is a digital dollar for Hyperliquid. So stable coins, digital dollars, staking fees,
all coming to Hyperliquid in the next week or two.
So definitely bullish. Probably want to be investing in the next week or two so definitely bullish probably
want to be investing in it if you're getting if you're waiting for announcements and shit go ahead
dig hyper liquid hyper liquid don't you have like a saying for hypeos or something
hypeos world order happy world order all right buddy uh really quickly on on the hype air drop
i don't obviously i haven't looked that closely into it for the second season, but I will say if people haven't bridged over there, first of all, use DeBridge. It's super fucking easy. I know a lot of people bitched about, not anyone here, but like a lot of people on the timeline bitched about like, oh, I didn't want to like go over to Arbitrum so I didn't get any of the airdrop in the last one. And you like dude it takes like one second so anyways if you're not using dbridge you should practice that um but
second of all I literally had just gone there to practice leverage trading because the platform's
really really I like the way it's set up so I would put like you know four bucks on something
and practice with with leverage and my stop losses and stuff and I maybe put in like a couple hundred
bucks of volume onto the platform and this
is for airdrop one um and i got like 300 bucks before it even went up you know so like just
especially like what we're saying there's so much that's going into this ecosystem and you don't
know necessarily how much you're gonna get and i know there's metrics now that'll help you know
that but just like participating in those things is so easy and
also you can use it to your advantage to like have a utility of i'm just going to use this to
practice not i'm just putting money here to get an airdrop it like those things pay themselves
off without like you having to just calculate how much you're going to get out of it if that
makes sense so i i wait wait wait wait i already saw it okay okay cool go ahead dick my bad just
want to make sure that you saw the network connection issue go ahead oh yeah my bad uh no i was gonna say i think a lot what
a lot of people overlook is that hyper the evm that show chain you know is so new that all these
protocols are brand new so if you're using these protocols like hyper swap or drip trade for the
entities all that you're gaining points you're gaining volume so
these are also other things you could leverage for hopefully airdrop season coming up because
all these protocols are brand new and they're backed by you know decent decent people behind
it so if you haven't checked it out yet even just using these things for swaps staking buying nfts
something to definitely look into and just holding hypers you get you get access to so many uh mints
and pre-mints on top of that and whitelist so i think there's a lot of opportunity people were
looking just because they're just lazy and don't want to fucking bridge and move funds over uh i
think there's opportunities out there you just have to just execute them and you know do something
with it there's also a lot of risk though well. Well, I'm going to say it's not just bridge.
You got to bridge and utilize this shit.
Don't this isn't a bridge and I'm not going to trade.
I'm not going to utilize these apps.
It's bridge and use the protocol, use the chain.
Right. That's one of those things, too.
It's if you're just doing this chasing an airdrop, we've seen all of those people get clapped over the last two years.
Literally, if you're not naturally
going to be leveraged trading, then don't go over there saying that you're going to leverage trade,
right? Your money will be made off of leverage trading. Whatever hyperliquid gives you is extra.
It's a byproduct of that, right? For your participation. So just putting that on you
guys' radar, it's, hey, don't farm the airdrop. If you are naturally doing XYZ and they offer XYZ over there, then why not?
That's one of those things you need to consider.
And like Jit said, there's always risk as it's a new protocol.
And in a sense, there's the idea or whatever, the centralization aspects and this and that, right?
So once again, do this stuff if you are
already doing it, if you're already collecting JPEGs, already leverage trading, already farming
in the farming mentality. Cool, go ahead. But don't go over there and say, I'm doing this because the
airdrop is going to cover my losses and put me in profit. Chances are, one, this is airdrop number
two, so it'll be a little bit less.
And chances are you're not going to cover your losses and be in profit. You might be able to do
one of those, right? But it's not as slept on of a trade as it was originally, right? So just
putting that out there, if you're not going to leverage trade, if you're not going to naturally
do these things, moving your money over there and just saying, yo, I did it, it's not going to yield
you anything, right? It's opportunity cost right there. So keep that in mind, right? Don't just
farm the farm. Farm because you're naturally doing whatever the protocol is asking you,
and you're just choosing to use their protocol because whatever incentives aligns with what
you'd like. Facts. Yeah. I mean, yo, it it's gotta be careful like the protocol risk is like
serious like i think the only protocol i would trust right now like in all of the ecosystems
like seoul sui uh eath is like you know some of the old like you know ave of course like on the
side but like camino for doing any type of like leverage or like loans you know loop scale
just got hacked uh for like five mil on solana um yeah it's like dude every time i mean this
happened to me this entire cycle it's like every time like i hear like oh you know all you gotta
do is bridge i bridge like a few bands over i end up bringing nothing back because it's just like, you know, I'm doing
things that are just like fucking obscure, you know, like, and it's like, I end up just getting
like rinsed and then the airdrop is just like very fucking mid because everyone's talking about the
airdrop and it's like, oh, if everyone's talking about the airdrop, it's probably going to get
diluted and it's like hyperliquids on a second round of airdrops,
you know? So like what she said, you know, we might not get that big, like shock and all,
like we did last time. Um, and you know, from, you know, I've been having a lot of conversations
with whales across the ecosystem. And it's like, nobody wants to put like serious sides onto
hyper, like, like, you know, serious sides proportion to their portfolio on Hyperliquid anymore
because they're literally shutting down people's positions.
They're not decentralized.
They'll close out your fucking position if it poses risk to their protocol.
The protocol isn't where it needs to be to be something that can like, you know,
scale out to the masses.
There's still a lot of risk that they need to work through.
But Shatoshi, that was specifically
when people were going on
and doing those massive leverage bets
and manipulating different pools,
both on hyperlipid.
What do you mean specifically?
That's something that you can just do.
You know what I'm saying?
Like it's something that you can just do.
I'm just saying the examples you're speaking about specifically were from those instances with
like jelly jelly and other things yeah yeah which were like like largely premeditated and
of course people like chill like like people don't do malicious things like unpremeditated like
all the hacks that happen aren't like bringing money onto a system isn't all malicious like
you can put money onto a protocol without't all malicious like you can put money
onto a protocol without it being malicious so if you're not doing that it's unlikely your position
is going to be shut down well think about it like this i mean ideally it's when people offer
bug bounties right that's also not true too because if if this is the example of people
offering a bug bounty you create a bug bounty and you say, hey, I'll give you 100K if you find an issue with my protocol.
Well, if I'm the guy with the bounty, what if I can exploit you for more than 100K?
So now we're in a rock and a hard place, right?
Do I go up and say, hey, I found this and I technically am owed more than 100K?
Or do I not?
So in reality, is he at fault for finding a flaw in the protocol and exploiting it?
I don't see it as that. Right. Because it's a flaw in the protocol and it was exploited.
But it's the same way as it's the approach. Right. And the idea behind it.
It's like, so why would you expect them to go tell you about the protocol flaw and not make the money themselves?
You wouldn't. It's just natural just the process of of one crypto and then two just the nature of greed
right at the end of the day is just kind of greed that that drives a lot of this right so
i mean i think that just right in the point of you can do this stuff he found a lane and he took it
right but and then it's also the understanding of hey what are the risks and if someone takes that lane do you have to then abide by those rules or not and we've seen a lot
of examples right when blasts got shut down or hacked the protocol shut down and didn't let the
hacker remove the money off of the chain so there's that example of centralization when this
hyper liquid should happen uh they basically went in there and changed the token's underlying price, right? And then destabilized all of it. And a position that was
a positive P&L now became massive NL, right? Because the token itself went from, let's just
say 10 to 1 cent. So you always deal with this, but it always becomes becomes what are you going to give me in order for me to show
you that i can either exploit or make more money that you're offering and i think that there is no
solution because the the hunter unless you just choose to be a good guy and say i'm the white hat
hacker and i don't care how much money i'm missing out we don't have a lot of those in crypto i mean
in all honesty right they see an exploit take advantage and that's it
chief everyone knew that that was easy and binance doing that i mean we all know that
yeah but that's one of those things like if you know that you can if i'm playing poker and i know
you don't have a bag then what am i gonna do i'm gonna bully you i mean like this is the name of
the game you sat down at a table where you are at a significant disadvantage.
I will buy the pot every time. And that's just, I mean, I don't know what you would expect.
Why wouldn't I? You want me to be knight? Like, you see what I'm saying? Like, it's just one of
those things that's, they saw a vulnerability and exploited it. And it's, you can't get mad
that you got played or your hand, the cards didn't fall your way. Kind of one of my, you know, this is how I see it.
Shoot or shoot, bro.
Go ahead, Cass.
Yeah, go ahead, Cass, bro.
No, this is a good topic.
I think a lot of this stuff is important because, you know,
we're in a very risky space and anything can blow up.
I'm not going to sit here, even though I'm a hyper liquid maxi at this point.
I'm not going to beat around the bush and say everything is always going to be 100% perfect. But reality
is, you know, when we look at what is out here in the space, L1s, competitive products, you know,
you got to start to ask yourself, all right, if everything has a potential of blowing up, and
I'm still trying to make opportunities for myself. What is the best
opportunity and what is the way I can minimize risk? So to Jitto's point, like you don't want
to have, you know, always be full port on something because of that risk. But if you are like not
trying to leverage trade and you're trying to get exposure to hyper liquid, I would suggest looking
at like the hyper EVM stuff and especially just simple
things like buy all right buddy.
You can then take that and put it into LPs or you can borrow against your all right buddy
for hype, which then you can also LP.
And that's the way a lot of people are getting these transactions and activity going on hyper
EVM where it's natural.
You're not exposing yourself to to massive positions on leverage trading.
And then you still have the upside of a meme coin
that's going to be the hyperliquid meme coin.
If you can't see it already, just check the chart, bro.
It's doing its thing.
Cass, what was the ticker, Cass?
All right, buddy.
All right, buddy.
All right, buddy.
I love Tig.
Tig got the alpha upper by the way
He always does damn he always does dude. So we love him on stage. He always has the offer chief
You want to bring up a few topics? We got I just never want to hear shit about bear chain again
Y'all are here taking five level Ponzi's on some bullshit
Don't even want to hear it, bro
Because we got stable coin yields with 50% and I don't understand what we're doing
But you're out here playing on some centralized eat man
Fuck out of my face. No, no, no get out of my face. I don't want to hear it
Listen, the best strategy for marketing is price going up. We all know that
Yeah, see that's the thing to jet. I realized no one gives a fuck bro
Uh, you know, you're out here trying to add reasoning Yeah, see, that's the thing too. I realize no one gives a fuck, bro.
You know, you were out here trying to add reasoning.
I was the reasoner for a long time.
And then I got tired of fighting with Double.
Because me and Double would ask questions like,
Yo, this doesn't make sense. Only then did you get tired of fighting with Double?
I've been tired of fighting with him for like two years.
Jesus Christ.
Yeah, you just get to the, it doesn't make sense.
And you realize that no one here is actually trying to make sense of anything
They're trying to make sense. You know what I'm saying?
So it's sense and sense and the reality is sense is what rules us so pinned up to the top
Hopefully you guys do have a little bit of common sense if you receive a letter from ledger like a physical snail mail letter
Please don't get scammed like that would probably be the epitome of being down bad.
Is that you didn't click a link.
You received a physical mail piece.
And then went out there and followed the link or the information on the mail.
But Ledger had a database leak a while back.
And they are actually sending physical letters out to people's homes.
Trying to get you to scan a QR code on a piece
of paper, and then eventually get hacked and cooked. So, for one, they're not going to contact
you through snail mail, right? Plain and simple, like ever. You're never going to get that. Two,
you should not be scanning random QR codes, even if it's from the president of Ledger himself,
and he wrote you thank you, say no thank thank you and i'm not scanning that right so just
putting that out there i mean i think this is pretty simple but it's also new and novel and so
you're like huh it's not a link maybe since i got an official letter it's real it's not real not real
please do not follow this i don't scan codes like here in puerto rico like everything's like a little
bit ghetto with like giving people money So people are like, PayPal.
The plumber came.
He's like, PayPal me.
I'm like, yeah, that's cool.
He's like, scan my code, bro. I'm like, I'm not going to scan your code.
Give me the fucking email and I'll type it in, bro.
There's zero chances, guys, into crypto or 0.01, but I'm just not going to do it.
It just becomes bad practices, too.
It's like you do it once and then you do it again and then you do it again.
And then eventually you just get caught slipping on something dumb.
Right.
And then on top of that, they have upped their, I guess, offerings as well.
If you are a Ledger user before you could get very, very limited, quote unquote, like staking yield.
Well, now they're offering custodial staking through Clint.
So you can go on ledger and
actually earn a decent yield right anywhere from five to ten percent which is more than your
traditional high yield savings account so you can still have it locked up behind quote unquote a
hardware wallet and utilize their services for staking i know that they've been doing it with
solana for a while now and now have just upped it by adding Clint on.
So go ahead, Tick.
Just real quick,
because it's something you remind me,
a quote that I've always,
I learned that I always kind of remind myself
when I get frustrated with people
is something that common sense is a flower
that doesn't grow in every garden.
And if you kind of just look at that
and remind yourself to that
when you're talking to people like Double
or anything like that, it just makes life a lot easier man
i think double has too much common sense i think that that's actually the issue that's what me and
him have realized that we're trying to beat y'all with common sense and a lot of the time people
are like well i can make a dollar i don't care if it makes sense and in reality that's what it's
all about right making a dollar uhinned up to the top is a
new opportunity for you guys. I started seeing it circulate CT a little bit. Seems pretty simple,
straightforward, new protocol, right? It's called Infinix. You guys check it out. Bandit made a
full-blown guide on how to get involved, right? And how to participate. So it's supposed to be a quote-unquote super app for crypto.
It's a non-custodial wallet that allows you to do cross-chain swaps.
So similar to like an all-in-one.
But you can see teasing at potential airdrop if you go help boost a little bit of the TBL.
You went really far away, Chief.
So full-blown guy just pinned up to the top. I've seen two or three kind of airdrop hunter that just people
Bro is taking a leak
See for you there
I don't like bro really so like really far there. Yeah, my bad it vanished again
I'm just saying that I seen a lot of people that had their finger on the pulse say that you should sign up for this.
It's pretty simple.
Potential airdrop coming up and just help them boost a little TVL a little bit.
So if you guys want or don't, but new opportunity on the horizon that hasn't taken off too much yet in terms of mindshare.
So I'd get in there and start your ref link sharing as soon as possible.
I guess the last thing I had before we end the show and Jit was right.
Like when everybody's talking about something,
the airdrop is going to be minimal.
And I don't know,
you know,
I'm going to talk about it.
No one's talking about this.
And I'm just going to say,
you can thank me fucking later.
Whole staking,
staking polygon right now,
as we speak,
do it today.
You will not be fucking disappointed.
I don't know if I have to smack you in the face.
But when it comes around.
Ruto said that too.
And Ruto works directly for Polygon.
The bridging is hard.
The bridging is hard.
But I found this guy.
His name is Badham.
And he's a Web3ZK at Polygon and AgLair independent researcher.
And he made a post nine hours ago.
If the redacted DeFi chain launches with one billion FDB, the airdrop is distributed linearly and actually allocated 15 percent of supply to poll stakers.
Then each stake poll token would earn approximately .044.
This is expected to happen in 2025.
I think it's coming soon.
I think it's coming soon.
Redacted DeFi chain from Polygon.
Airdrop for poll stakers.
Okay.
Yo, poll's ripping, bro.
Poll has been fucking ripping.
This week, they closed with their biggest week total, right?
I mean, Ruto talked about a lot of the stablecoin processing and just the route that they're going.
Well, pinned up top, I mean, peer-to-peer transfer volumes between wallets have grown 81% in the last six months with a TVL almost completely doubling, going from $2 billion to $3.7 billion.
So $1.7 billion in volume in the last month is being sloshed around over there, peer-to-peer with the DeFi side of things in Stable.
So if this has any correlation to that amount of money and fees that they're getting, and we know that stable coins have been the number one business in crypto,
let's just say for the last two to three years, then I mean, that's going to be a decent size
airdrop. And no one's talking about it because Polygon's been written off, right? They're washed,
they're old. Yeah, written off all you want, but they gave Frank a good amount of money.
What makes you think that they can't give you some money for going over there and participating?
Right. So I don't know. They got bread, bro.
And it's a lot of it's tied up through just ethereum defy shit and through proxies and just pools that they cross chain support.
Almost like liquidity availability, but not necessarily polygon itself, just access and threads intertwined with things.
Polygon itself, just access and threads intertwined with things.
You can thank me later.
When you get airdrops, something similar to Hyperliquid for staking a little poll, you
can say that you came up with the alpha, but you really know where you got it.
You got it from me.
And so give me the credit when you get generational wealth in a few weeks.
We appreciate you guys coming to Daily Alpha.
We love you guys.
We'll be back tomorrow.
I'll leave it here for Chief.
TDA or Stay Poor?
Appreciate everybody that came up, contributed contributed appreciate the full stage today was awesome help time go by also uh it's great to get other points of views and just uh fingers on the pulse of where
x and i may not be so appreciate everybody that came up and contributed uh if you contributed
through liking resharing whatever it
may be that goes a long way too there'll be a thread that goes out at the end of the show that
recaps everything that we pinned up on the jumbotron so you can use it as a resource while
you're doing your research later or following up and actually uh going through with some of these
things we do the show tuesday through saturday 1015 to about 12, 1230.
It's TDA or stay poor.
You guys have a good rest of your day.
We'll catch you on the timeline and y'all be safe. Thank you.
