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THE DAILY ALPHA♻️
Recorded: July 24, 2025 Duration: 1:24:12Space Recording
Short Summary
In a dynamic discussion, key topics included significant fundraising efforts by major players like MicroStrategy and the Ton Foundation, emerging trends in crypto investments favoring stocks over tokens, and the potential impact of legal battles on NFT ownership. Additionally, new gaming projects and funding announcements signal ongoing growth and innovation in the crypto space.
Full Transcription
Thank you. welcome back welcome back appreciate you guys stopping by the daily alpha updated daily alpha
appreciate it guys we have allison's thread pinned up top. Everything we discussed on yesterday's
show, if you're not locked in, that's how you get
locked in. It's like a suction cup.
Get you everything, all the links,
all the things that we talked about, keep you guys
ready to go and keep swinging.
And obviously, you guys want
to like and repost the space.
That's a very, very,
very, very, very, very much appreciated
brother. And sad times just learned
that hulk hogan had passed away at 71 years old ozzy now hulk hogan is getting bad out here man
i mean old people are hurting right now bro that's two back to back yeah just shows you drug use man
drug use uh hulk very big into steroids.
Ozzy, very big on whatever drug that was available in the green room.
So, you know, health is wealth, my guys.
71 doesn't, I mean, to us, that seems old.
But, man, you see people living to 80 to 90 to 100 years old.
He had, you know, 20 to 30 years left to live.
And you thought that, you know, he's big, he's fit, that he would be able
to stay within the test of time. But you got to take care of your body over these next few years
if you're going to continue to stay around the space. So just another reminder, don't put things
in your body that aren't supposed to be there, even if it is something that might propel you
to higher realms in your future,
ultimately all that stuff that you're looking to get in those shortcuts
will eventually be your downfall later in life.
So, yeah, man, this is a sad day.
Hulk Hogan was a legend, one of the best entertainers.
Lots of people looked up to him.
Lots of people were role models, basically elevated the whole wrestling space and i was just watching on netflix the vince mcmahon
documentary and he was in there basically you know standing up for vince as a good guy and
he didn't ever tell him to do steroids so it's just kind of weird that i watched that this
weekend and then he passed his way at 71 so got the whole cooking shout out to his family hope
everything's okay over there and uh we'll get it cracking obviously we had 71. So shout out to Hulk Hogan. Shout out to his family. Hope everything's okay over
there and we'll get it cracking. Obviously, we had some capitulation on the timeline yesterday
and this morning. I don't know if this is a fake out, but we did have a bounce off
some levels and we were popping up. Bitcoin goes up, altcoin goes up.
Altcoins go up, Bitcoin goes up. And then if Bitcoin goes down, altcoins commit suicide.
So we're still in this kind of retail, doesn't believe in this space. And anytime we get a
capitulation and any kind of Bitcoin price, the altcoins go down 20 to 30%. So this is kind of
why Bitcoin dominance has continued to rise is because when bitcoin does take a little bit of a sideways action
the altcoins bleed 20 to 30 percent and everything that you gained well it went to all-time highs
basically are gone overnight so just another reason why this cycle is a bit weird
typically when we get these sideways actions that's when you know altcoins kind of lead the
way but any kind of capitulation in the top one has led to massive sell-offs in all the other coins. So I know there's a lot more
leverage in the system now, but it's felt like it seemed a bit fearful this morning. A lot of things
were down to kind of lows and we did kind of see a rebound. I think a lot of the open interest
has been set back to neutral
there's less leverage in the system a lot more people got liquidated so you know you see these
order books basically clearing out the longs and then they're clearing out the shorts and then we
continue going up higher so everything is kind of like if you look at rsi heat map it's all it was
really overheated the past two days maybe you know week and a half, up in the red.
And now we're getting some of these coins back to neutral and not overheated.
And that's typically what you want to see if we want to continue higher.
People that missed out now finally have somewhere to buy.
And then we create a new level, and then we continue to go higher.
So I'm not really scared out.
Obviously, we have Arthur Hayes basically predicting 10K Bitcoin by the end of the year.
And so if that's the case, these dips are for buying.
So that was just something I see a lot of people fearful.
I think that this morning possibly is dip.
Maybe it's a fake out.
Maybe we go a bit lower.
But typically in a bear market or in a bull market, these corrections last between 4 to 14 days.
Corrections last between four to 14 days.
So I would say possibly with ETFs going offline on Friday night,
maybe we kind of go sideways.
And then maybe next week, that would be enough time once we hit Monday
for us to continue to go higher.
So I think maybe the next four to five days, we kind of go sideways
and there's some fake outs.
And then maybe next week with some announcements of some e-staking and stuff like that, that
possibly push us forward to the next level.
And I don't even think we need any really announcements in general anymore.
But we do have at the end of the month an FOMC meeting, which a lot of people will probably
be risk off, just that they don't know what's going to happen, right?
So we do have that at the end of the month, which is the 30th.
And I think you'll probably see some people not go all in a risk on until that meeting's over and
then we'll probably think i think the next one is in september so i think august will be lined up
with kind of no real uh fomc meetings for people to kind of uh capitulate on but uh it's ultimately
what's going on in the space uh we had Ton Foundation and Kingsway Capital plans to $400 million raise for Ton Treasury.
So that's going on.
MicroStrategy plans to raise $2 billion for Bitcoin purchases, upsizing from $500 million.
That's from BBG.
And then we had HYLK, our LQ, just launched a private placement up to 8 million CAD, which they're basically adding $8 million worth of Hyperliquid to, I think, their corporate treasury.
I think that's what it says. We're talking about adding $10 million worth of NFTs to their corporate treasury.
Just purchased a Cowboy Ape Crypto Punk required by Robert Leschner.
Remember Robert Leschner was the guy that was going to do the takeover of that liquor house.
So we have the first NFT corporate treasury holding has now been announced.
And this is kind of what I was talking about. Is of my posts trying to get like exposure some way shape or form i mean ideally
you said like you said he was involved in the liquor house kind of attempt or or you know
as you just call it that right an attempt and then he got blocked off once people managed to do
you know the shares but the shares up from them and then now
he's like well i'm gonna get in here some way some form right and then you see him now with
um this game square and then the punk yeah i would imagine like what i mentioned like a lot
of these corporates uh these these companies are asking crypto native people for their tokens
for basically allocation to their stock. And so maybe that
was kind of the deal. I mean, he is from Compound. He is the co-founder of Compound. So he's crypto
native himself. But maybe there was a deal here. It's like, hey, give us this OTC. We'll give you
massive shares of GameSquare. And when GameSquare goes up two to three X, you could sell those for
massive profit and probably buy another CryptoPunk.
And I pinned up a chart for you guys.
I just posted this.
When corporate crypto treasuries are announced by these companies, don't invest in the coin they're adding.
Buy the stock that's adding the crypto.
Look at the returns if you just invested in the company stock over the coin they added. I mean, the first side is the one day, seven day, and 30 days of the coins that they all added.
It's all in red from net sharp link to all this stuff.
In 30 days, down 9%.
The average return on the altcoin in 30 days is negative 0.7%.
But if you go over to actually the stock price, the average return in the 30 days is
226% on the stock. So actually, the altcoin season is actually happening in the stock market with
these stocks that are actually going up like the altcoins that we would expect go up when these
announcements actually happen. And that's kind of what I've been referring to since kind of the
very beginning is the altcoin season isn't even happening in crypto right now. It's happening in the stock
market. And a lot of these people are getting approached to actually get these for their crypto
to get these stock offerings. And then they're making four to five X's selling it and then
bringing that money back to crypto. And that's kind of what's been fueling the altcoin season
the past month and a half. So. well and that's another thing too it's that
when you take the shares that's you cashing out at the top is you making the money that's it you
don't got to share with anyone someone else taking profits doesn't affect you nothing like that i
mean if we're playing it on the crypto side of things if you uh rock at a chart i mean and i
decide to take some of my money off of the table not the
the being greedy and you know ultimately share it with people but the more money i take off
the more money other people take off and then that's less than i get right i can't even exit
and truly get value for it right or the value that in my mind i should versus on the other end when
you have shares you just sell a share when
you want to sell a share and you you're the one that benefits from that going up down or whatever
it may be right yeah and like this you guys there's only been one or two of these that actually
on the day actually sold off which is probably insider trading you have d5 developments with
did soul it was down negative 16%. But if you go
to the 30 day, it was up 1800%. You have Wealth GenX, which had XRP down 30%. But by the 30 day,
it was up 58%. You have a Trident Digital down 30% on the day. On the 30 day, it was up 104%.
the 30 day, it was up 104%. So all these are up after the day of, like every single one of these
is all up after the day of. So once you guys hear it on crypto, Twitter, that this company added
this crypto to their treasury, go roll up your Robinhood, see if there's a buy the rumor, sell
the news, buy that dip. And then if you didn't buy the dip if it
continues to go up just buy in the first day and all these have been in profit within 14 to 30 days
of it actually happening so that's actually the alpha behind this whole thing don't invest in the
coin that's actually getting added invest in the company there's a lot more upside in investing
the coin and that kind of leads to like you have to to go get KYC on Robinhood, or maybe these are on some tokenized stock exchange on Web3 now.
But that's ultimately where the altcoin season has lived.
And a lot of those returns are coming back to crypto, which is fueling this altcoin cycle.
We always ask, where's retail? Where's retail?
Well, retail is going to be fine, but a lot of these people are crypto native.
They're actually giving their crypto to these companies are actually making
three to five X is similar to like a pre-sale. Like, Hey, give us 10,000 of your hype. We'll
give you shares of our company at base level before we announce it. And then your 10,000 hype
will be worth 3,000 hype and you can go sell and then go buy your hype back on spot. So that's
ultimately what's happening here. And it's what's what's fueling you're just seeing an increase of these announcements over and
over and over and over again so i think that's the alpha of the day pull up a robin hood app
start following this stuff and invest in these things on the day it's announced and they've been
you know heavy green uh every single one there's a big sample size of this. So I think that's kind of the alpha for today for that one.
But just kind of looking at the market itself,
I think there's a lot of tokens that are buys here.
I mean, Fardcoin under $1.40 definitely seems like a buy.
Pingu dipping seems like a buy.
So there's just a lot of SPX definitely seems like a buy.
Definitely seems like there's some buys here in the market.
When you feel kind of scared and you're looking at all the charts and they're red,
that's typically when you want to buy.
And when everybody's posting on the timeline, their P&Ls, that's typically when you want to sell.
So you just guys want to kind of keep fading the timeline and fading your emotions and you'll do better.
Don't get greedy.
You guys want to take profits on some of this stuff, especially if you are, you know uh you know leverage trading and like that so just wanted to bring that up to you guys um chief
go ahead man i've been kind of rambling here what is some of the stuff that you're kind of interested
on the market itself recently today tomorrow what are you looking forward to
nothing i was just waiting to see these mints to see how they play out um i mean there's the
astroverse mint that's currently going on right now um ultimately we found out that hulk hogan
died because people were fucking launching a million different uh tickers right and so that
was interesting like proof in the pudding that you know you find this stuff out in web 3 instantly
and like when you go and you could do the research quote unquote
and you know i clicked into it i mean it had been less than a minute since tmz had tweeted
and someone managed to spin up a ticker put the image like do the whole nine i'm like yo
that's crazy work that your buddy mean that's your first reaction right so i think that that
was cool to see in real time but more or less just waiting for this astroverse man and you know trying to position for these JPEGs. I mean
The Bitcoin side of things are continuing to cook right?
Slow cooks as always and how Bitcoin's always been right, but you have that mentality a week of accumulation a week of low
and then next thing you know, you know a couple green charts and some dildos and stuff like that.
So it's looking good on that side.
You had OMB catch a bid.
You had on-chain monkeys actually ended up catching a bid.
Wizards of War caught one.
And then you also have entities like BTC Art Society and a couple other, I wouldn't say say dows but more so treasuries right becoming
established treasuries for nft assets and uh fungible tokens on bitcoin side so yeah dude i
was looking at adderalls yesterday fucking one of the strongest charts in all the bitcoin right now
i mean they dumped down the 500 by the time i got on the live stream last night it was up to 700 up to 800 almost 900 this morning dudes fucking unbelievable kind of giving me bitcoin puppet
vibes these things are definitely going to be over a thousand two thousand dollars and it just kind
of seems like asia just continues to bid these brc20 um kind of collections dude i mean that's
where they had the most fun in the last run was brc 20s right the
original one i mean that was the one where we saw rooms with fucking like actual banners made at a
print shop hanging on the wall learn how to interact with brc 20 you know today and it was
a class and it was asian grandmas and grandpas and just sitting there trying to learn and young you know people and whatnot so like that wasn't all fake we say
that that sounds crazy but i mean like we saw actual conventions and little pop-ups that were
occurring all over asia right of people trying to get involved and understand bitcoin i mean the my
and then that was one of those things too, that
it was such a phenomenon early days on. And I remember talking to some of the Asian plugs that
we had, right? It was like, why Bitcoin? Why ordinals? And the thing was, is one, it's Bitcoin,
right? It makes sense globally. It's one of those things that most people are used to and would
rather use, but have never been able to, right? You've
never been able to make more money using Bitcoin. You just had to make more money and then buy more
Bitcoin. So when ordinals got introduced, when runes, BRC20s, etc., the ability to make more
Bitcoin using Bitcoin, that's what kind of was the accelerant in my opinion to that whole last cycle we had right
and then you go into tokens right and they love tokens like the east loves tokens one of the
things that they didn't like was getting bundled and scammed and you know in a sense just having
devs rug them well most if not all of Bitcoin token launches are free and
fair, right? In a sense of there's no way that you can bundle or send some tokens here, send some
tokens there, do any of that, right? And so that was another major attraction point for, hey, I
want to play with tokens. Hey, you want to play on Bitcoin? Well, not only can you do both of those, but you can do it without having to worry about
smart contract risk or getting rugged or XYZ.
And then, I mean, it was on and popping, right?
I mean, mempool would be full overnight and it'd be full for days.
And so I can kind of see this starting to happen with Unisat, right?
And BRC 2.0, they already have Binance support behind
it. You're already starting to see non-ordinal native KOLs starting to bullpost and at least
try to get behind or galvanize the idea of ORTI and certain Bitcoin assets. And I mean, then you
start going down the curve of, well, what are ordinals? Oh, the theory of numbers. Okay. Well,
is there a token? Yes,
but no one knows that it has nothing to do with it, right? And then you go how this whole cycle
started. So pretty excited. I've been slowly picking up some magic internet money. We talked
about that a while back, but some of those, and then some of the other, like the legacies,
I guess you'd say the blue chips that survived right uh billy pups
um some of those gizmo actually looks pretty decent now too so yeah you see just like the
the rise of just kind of the smart contract layer on bitcoin with alkynes and brc 2.0s and it's
definitely a competition but it's kind of like a new uh vector for attention for the protocol
yeah yeah i'm not saying that for that like you said like it's a new vector for attention for the protocol a lot of people yeah yeah no no i'm just saying that for
that like you said like it's a new vector for risk that a lot of these people went to bitcoin
to get away from you know yeah it's just like something that brings attention back to the
bitcoin ecosystem that's new and something that people have like oh there's actually we could
build stuff on here in utility so it just like brings attention back regardless if it's going to be successful or not and the reason why i think
that you'll see things new things pop up is because it just the similar with just older
tokens it's like there's so many people underwater with the ordinals and runes that you have a new
meta that pops up that's fresh where less people are underwater it has more push to the upside
that's why i think adderall's makes sense to me.
I have owned zero Adderall.
So I'm just saying, I'm like looking at the chart
and I just can't believe that it continues to go up.
Just like earlier this week, I think on the 19th,
this was $200 and now it's $800.
On the 30th of June, it was 40 bucks.
Now it's 800 bucks.
If we talked about that with any other project on ETH,
Solana, this would be mainline
news but just because it's on bitcoin and there's no attention on it no one's talking about it but
i feel i feel like the reason why slow right that's how it always been too that like last
cycle you'd be like yo look bitcoin frogs are at 50 bucks next thing you know they're at 5k
so i just think there's less people underwater there's more momentum with just kind of BRC 2.0s over alkynes.
So it's going to bring attention.
You don't need the whole space to even concentrate.
All you need is 25% more attention on the Orinals ecosystem.
It's so volumeless that any volume in general is just going to pump the price crazy.
And you're starting to see the rise of this collection coming from the depths of 50 bucks,
almost going to break a thousand by the end of the day.
And there's no mention of it on the timeline.
And that's very similar to how the story happened
with Bitcoin Puppets.
And with Bitcoin Puppets,
you have a whole class of people that still rock them,
but you have a lot of people that bought them for 12,000,
5,000, 30,000.
Same with all these other node monkeys,
bought them for 60K.
So anytime there's a pump,
there's tons of cell pressure and people are trying to get out same with the rooms and so you have a new ecosystem of new things that are now pushing out new projects that less people
more people are excited about so i think if you guys haven't heard about adderalls i would look
at them obviously it's the it's the alpha in the room obviously you can go into the other ones like
uh there's there's the Punks 2.0s.
There's the Burbs.
Those are like 100 bucks.
Bet on the fucking alpha that's shown dominance and stop getting into so many betas.
And that's just bringing one beta.
I found these.
I think this is interesting.
We've seen this kind of pattern match on other chains.
Mean Puleos, which is basically a milady derivative on BRc 2.0s they're starting to do some honoraries
for some bitcoin people the main bitcoin people i mean it's a milady derivative that's going to be
the first milady derivative on brc 2.0s i mean where are we seeing this before so they're starting
to get some engagement i would follow them we're probably going to see if we can get some collabs
with these guys and hopefully we can get a beta yeah i gotta i had an honorary i just didn't know if
this was gonna be something and we haven't really done deeper dive into it but yeah i mean might as
well just play the meta and have fun i guess yeah it's like no one's talking about it obviously
we're talking about mispriced attention on this show trying to find things that no one's talking
about and it seems like brc 2.0 seemed to be the leader over all kinds right now and
you're seeing projects kind of dominate over there and i just wanted you guys to be aware of
it so you guys could start looking in that corner and there's probably some edge there since it's
kind of being faded and just the ordinal ecosystem is just kind of like oh fuck it it's not going to
zero and just people passively just foot it but there is money to be made and it's just going to
be a matter of time until the bees rotate over here because there's going to be a lot of stuff
that's oversold and overbought.
I mean, overbought in other chains.
And eventually in a bull market,
the bees and the smart money
try to find things that have been oversold
and FOMO there and to make their last return.
So when this does pump,
you're probably going to think
that it's not like a hold for the next six years, right?
When you start seeing this part of this cycle
where things that have been oversold for half a year next six years, right? When you start seeing this part of this cycle where things that have been oversold
for half a year, two years starting to get volume,
that's typically your cue to like,
all right, this is like a two to three,
maybe two month hold and get the fuck out.
Your goal is to sell this into volume
and not have to take accept offers for it.
So when I'm telling you this,
once you start seeing the volume in NFTs,
that isn't like, oh, it's bull market for the next six months.
No, it's like we're getting to the end of this cycle.
You need to start fucking paying attention and start selling this shit into volume
and stop trying to time the top.
So, yeah.
So that's BRC 2.0 for you guys.
I think that now I gave you guys a nice little alpha there.
They got rocks, bro. That's what i'm trying to say we got a rock another rock that
just sold um we talked about this earlier in the week i mean this is the markers right for
i guess you'd say risk on is traditionally when you see nakamoto cards and Etherocks start to move, start to take loans, start to take bids,
right? It means that someone on the other side is either thinking they're about to make some money,
so they're taking out a loan, getting liquid, and participating, right? Like, there's opportunity
afoot if you want to just think of it that way, right? So this just doubled down in that narrative.
I've kind of
been telling you guys that for months and just we saw a loan on a rock taken out earlier this week
and we literally saw a rock listed and sold within 24 hours earlier right just pinned up to the top
for you guys so um someone thinks that there's some money to be made. Certain people, whales, OGs are either getting liquid or someone on the other side is making offers because they have liquid, right?
So just something to keep in mind as you start getting a little bit more into this risk on environment.
One thing I will say, do not be grifted by this man.
Tekashi Marikami is back again to grift the space.
I mean, I think he has four or five projects on his own, not including the Clonex affiliations and all the money that he made off of that.
of nft cards for anyone that is a holder of his flowers collection or the petals or any of the
other handful of uh drops he's done uh just be on the lookout if you want to continue to collect
at this point you might as well just go buy a americoppy 101 like an actual physical art piece
right stop buying this these are people that have licensing deals with him not him himself
um you're gonna i don't know if you saw this and these go up to like $100 a piece, bro.
I'm just joking.
Did you see something that no one's really talking about, but I think will have some type of effect on floor price and just price action in general.
Ryder Rips and Pauly.
Not only did they file for an appeal with the Yuga case, right?
I mean, we were all under that guise of, oh, Pauly lost last year, right?
He owes $9 million.
That's when he dropped another coin.
We're like, it all makes sense.
He needed this money to pay off.
Well, he won the appeal.
And he's going right back to court.
And he's going, I mean, this is about to be Yuga versus Ryder
Rips all again, round two, right? And ideally, I mean, thinking about this from a just law
standpoint, he had enough evidence or circumstantial or probable evidence to convince a judge to
overturn an official, you know what I'm saying, actual court case ruling and go back in
and restart this whole process. So I think this isn't as dead in the water as a lot of people
are making it seem or think that it actually is. And if he can convince a jury, right,
that his apes look the same as board ape yacht clubs.
Right. Because that's his point is that you technically cannot copy an NFT because they are the exact same asset, the exact same. The image isn't what is what is written onto the blockchain and is immutable.
The token is. So technically you don't control the image.
That's right. That's Ryder rips and paulie's whole
argument right is that it's actual ownership of what you see so if he wins that case this is going
to set and change the game for nfts uh in a major way actually so it'll be interesting i'm curious
to see price action on yuga assets on apes and mutants as this starts to get more steam and more people find out that
he's going back to court and that they're going to have to talk all over again so you think it's
downward pressure on the apes project or what do you think like what do you think results in this
i mean i think the no one expects this to happen right i don't think anyone even knows that he won the appeal that they're
going back to court so i think the right or rips ape collection then huh do we buy writer rips ape
collection that i forgot that you can actually play this in a million different ways yeah i think
his collection will probably catch a bit i think actual apes and newtons might catch a small
downwards cell pressure of people just being instantly scared and reacting, you know,
oh no, feds or whatever, whatever it may be, new holders, people that don't know or understand the
lore. That's all temporary. Long term, depending on what the actual outcome of this is, because he
can't really appeal again, right? Once he goes through the whole process and he gets to present
his case a second time, whatever the answer that comes out is the answer that comes out so i think that that's ultimately what's going to really set the
the precedence for this because if he wins and it comes down to you can't trademark an image i mean
like you can't the nfts and the the contract ownership that you receive as a mentor or as a
participant isn't for the image.
It's for the code and the token base underneath it.
Then that's going to open up a whole fucking can of worms, bro.
For these fucking $100,000 pieces, million dollar art pieces, these beples, etc.
You know?
What are some Rider Rip collections?
Aren't they like the funks?
I know there's the flip bases.
I think we're the ones that caught the the DCMA or whatever.
I don't know.
I'm not saying.
Oh, yeah.
He did have like a whole handful of them.
Right.
That he gave away the key.
He gave the keys back to after.
Yeah.
I don't know what those collections are at.
Yeah, me either.
I don't remember any of them.
But this is something that no one's talking about.
I think that within a couple of, or you just, you know,
once this makes wind into our favorite drama enjoyers,
or Pauly himself, bro, if he can figure out a way how to get his ass back on the timeline,
yeah, this is going to catch a little bit like storm,
and there could be some opportunity to make money.
I think that it might be short-sighted um tomorrow we have uh announcement from other side meta uh meet me
at the clubhouse in os bubble friday the 25th at 10 a.m so i think that might be that battle
royal game they're possibly going to be playing on friday and then obviously there has been i forget which
one is garga or whoever was on a podcast with a a woman i forget her name let me see if i could find
the podcast itself i'm basically talking about there's a surprise that they got
that they're building something with ai here it is pin it up
with AI. Here it is. Pin it up. So it's, uh, anyone remember the secret project Yuga is working on?
It is said to involve AI and an IP they made. Reward apes and deed holders come out by the end
of June. It's almost July. Now we haven't known the secret yet. So there is something on the horizon
as a reward for other side Yuga holders and other side deed holders so
obviously we know what pumps nf2 prices is free shit and once this is announced you would imagine
that the floor price would go up um so i remember it's probably old news now when we had the whole
ai meta they're probably working on this and now it's probably been done over 16 times so i don't know exactly what they're doing but there is kind of a free stimmy goodie for nft holders and deed
holders coming in the future some people have been speculating it could be a meme point um
i guess this could be similar to like a virtuals ai agent that like it's a board ape and it talks
to you or whatever i don't know what it is but it's's a new IP. So I'd imagine it'd be an NFT. So just something to keep your eye on in the NFT space. If Yuga does kind of go down based off
this lawsuit, just an announcement of a free STEMI for holders would make the price go up and could
be a buy there. And just one other thing on the NFT side that could also be kind of under the
radar, Pixel Vault basically had announced that more than four years of building,
we have started to process a potentially winding down Pixel Vault. We tried to create a profitable,
sustainable crypto entertainment company. While we didn't succeed, we want to thank our team.
We are currently in discussions with several parties interested in acquiring Pixel Vault
and its various assets and continue to serve the community.
So I was looking at these last night.
I think the meta heroes, they go to Pixel Vault.
Like they're like the superheroes.
I think I was looking at the right one.
They're like 0.54.
I was like, damn, that's crazy.
There's only like 144 of them.
So it's a small collection.
And then they have the meta planets.
And then they have these meta DAOs.
So there's three collections inside the Pixel Vault ecosystem.
The meta DAOs, which are like 0.0006.
When I was on livestream looking at these yesterday, like five to six of them got swept
after like three weeks of no one doing it.
So people are expecting some kind of acquisition of this IP.
Maybe we see something similar to a Moonbirds.
The Pixel Heroes is a small collection, 0.54 ETH.
I think if that's acquired by someone,
the fact that it's just a small curated collection of 150, 200,
you'll probably see the more velocity on that one.
But obviously you have the planets were part of some kind of gamified thing
that Beanie and G-Funk were trying to do.
And those are fucking so cheap.
And then they have the MetaDAO keys or some shit, which are basically free at this point.
So if there is an acquisition of this, maybe by seed phrase, or maybe some big crypto
funk, crypto punk, like G-Money or something, I don't know, some builder in general, you
could probably see the price go up in a short period of time.
We see this over and over again,
even in companies.
When CEOs leave and it gets acquired,
it pumps the stock.
We've seen this with Guttercat Gang.
We've seen this with a lot of like Lemon Friends.
Anytime there's rumors of an acquisition,
you always see the speculation come in.
It's like, oh, it could be a big acquisition.
And you see the kind of the buy the rumor,
sell the news on these.
So just kind of giving you guys, that came out out like last night and if it is a big person like connected like
spencer or someone like that you can continue probably see the price go up with speculation
of that happening so you want to bring that it'll be paul phil's beanie bro yeah he said that's one
dollar that's what i'm saying that would make it full circle and it would be like who has the last laugh now motherfuckers y'all remove me and
Then I came back when you guys were in the dumps
Pinned up top for those of you guys that are on your gunner arc as that is I guess the new thing to do right
Do you need more wafus in your wallet? Azuki is partnering with OpenSea to release
and it will support the development of the continued new short series, Mizuki. And you can
go and actually mint these episodes yourself, right? Nothing really special in that sense of uh perks prizes as of yet but do keep
in mind your multiplier your score all played a factor into um your azuki anime token airdrop
right uh the people that participate in the gacha the people that participated in that you know all
those different kind of collector badges and missions got a bigger
allocation based on it.
So I wouldn't be surprised if these end up yielding some type of XP or
something in their ecosystem.
I don't know.
Right.
Ultimately they already have a token.
So something to consider.
It says first edition minutes,
huh?
This is the first one.
It's five bucks.
I mean,
you see,
I mean, I gave you guys stats that
the 55 of all things watched on netflix these days is actually anime and so let's say that
azuki has an arc in the next five to ten years where they are starting to be seen by some of the
some of the biggest networks in the world and it starts being most streamed anime collection or
uh what anime just cartoon in the world you could starts being most streamed anime collection or uh what anime just cartoon
in the world you could possibly see the first edition of these shorts possibly going up in
price i mean five dollars is in a bunch to invest in like a long-term investment looking you know
five to ten years out these could be like the first edition pokemon cards or something like
that i would think that the zookies themselves would be but just like five bucks isn't a lot
to bet that if this kind of gains value,
you probably will make more money than what you spent on it.
So I don't know.
I was looking at him last night,
thinking about buying just one and just like sit and forget it.
Yeah.
I mean,
it can't hurt.
Like I said,
these are straight collectibles,
right?
First edition mints are open for a week,
followed by a common edition that will be available for six months.
So these are time and
you know not not quantity but time based collectibles all right so something to keep in
mind too is that one week window not sure how uh much they're going to broadcast that the week is
ending or that there's a new short available right so anytime you see a short pop up uh head over to openca and you can
collect i guess you know the the pairing too uh next we had a new game that came out yesterday
um token uh it's called ponzi mon right it's kind of like pokemon with some type of on-chain ponzi
game uh it's a little bit different than big,
a little bit different than traditional Ponzi games,
just because it involves the gambling aspect
of ripping packs, right?
So you go, you spend money, you set up a farm,
and then you buy these Pokemon packs,
open them, and you have the ability to roll
or pool different rarity Pokemon.
Ultimately, as the game progresses, right, the game loop itself, you can upgrade the Pokemon to higher tiers.
There is an RNG element of just because you have a tier 5 and you upgrade doesn't mean you get a tier 6, right?
So a lot of different sync-offs for token, right, the token itself.
The token ripped overnight.
It dropped literally overnight.
I think at like 2 or 3 a.m. our time.
And was sitting at and is sitting at roughly around 22 mil now.
So anyone that stayed up or managed to participate at launch is up fucking stupid pretty.
that launch is up fucking stupid pretty so ggs on that it is only day i guess you could say
So GG's on that.
shit not even officially 24 hours in it's not even day two yet uh since it launched overnight so
most of these games have a little bit of life in them at least a couple hours if it's an actually
good game right if the loop is there etc people see oh i made 15k but it it came instantly or it's free
and they can't really realize that so they keep playing right so just keep that in mind how long
the game's been out right roughly about 12 to 15 hours and if you want to participate so you know
when the time your exit or just what your exit plan is going to be right if you're not
going to play the game itself and you're only going to play the token all the info is pinned
up to the top if you guys are interested it's uh literally called ponzi mon and so i'll post the
official contract address um and this is the dev that's posting it i saw the i saw the engagement
on it this morning when i was searching
for stuff to talk about so there's a lot of smart followers i didn't know they had a token
that went to 22 million dollars so yeah bro overnight it's fucking it just ripped
damn dude was it just like stealth launch on pump fun or was it on bong fun like where did they what
launchpad did they choose i don't know which launch pad it was i caught it like girl waking up i mean inhuman
was wanting to play the game and a couple of like the gaming centric uh groups i'm in were
interested right even people from our community i think i talked to evan earlier and some others
that were anticipating it but just too many delays caused it to launch in the middle of the night
and so a lot of people just missed out that wanted actually playing participate, you know
So I think that I get in the fucking token fuck the game
Yeah
Zero to 22 million. I mean, I guess there was probably been a snipe of the block
It probably started out able to trade it like four. I think that the thing is is cuz like when you play the game
You earn the token for virtually free cost. So it's like, if you're actually early enough, yeah,
sniping the token is beneficial, and it
pays, and it yields, but if you manage
to be there, like, when the game,
when one of these well-made games
go live, you can make dummy
money just playing that shit, you know?
What did some of these games
get to during, like, the DeFi
craze that we had? Did anyone even get
the 22 million?
Like, the Dun dungeons and dragons fucking game
i forget who did that juice from uh
the the last
the last four or five of them have all been
botched from the sofa on one
that sucked to
the other kind of uh copy
and pastas that we saw over these last
couple months i think they're on
right yeah yeah i mean one was
on base there's one on soul the gold there's one that was like a gold pre-sale that people did
yeah they've all really sucked besides wolf game and wizards and dragons from back in the day
and then big was the next bigger you know like success story that people can say hey we had fun
we made money and it lasted uh on-chain heroes you know very few and story that people can say, hey, we had fun, we made money and it lasted.
On-chain heroes, you know, very few and far in between.
Like we're all we're still on one hand.
So, yeah, I mean, just kind of moving on a little bit, you just see the rise of the revenue buyback and burn,
kind of what Hyperliquid made to be sustainable.
made to be sustainable. If you have a lot of revenue, it makes sense to do that to prop up
If you have a lot of revenue, it makes sense to do that to prop up your token.
your token. Obviously, after the Alon stream yesterday, Bonk announced starting today,
1% of the Balk Fund's total revenue will be reassigned from our marketing fund into buybacks,
the top pairs within the Bonk ecosystem. So not only, you know, we've always talked about,
oh, buy back the original token, but now they're using that revenue to actually buy back the top
means inside of the Bonk ecosystem, which will probably send like useless even higher.
I don't even know what all the main ones are these days. They kind of cycle week to week, but
that's big news. You saw that they're even launching their own app, similar to Bonk or
PumpFun. So Bonk, after the whole Alon debacle yesterday, everybody's kind of focused on that.
And this is kind of what I expected with Bonk.
They're tapped in.
They're holding cards close to their chest and just waiting for a couple of
Did you hear the interview?
Did you manage to listen to that?
Like, I mean, any kind of key points or takeaways?
Was it the FOMC for retards?
No, I just saw it clipped.
I saw it clipped.
No, I didn't watch it.
But, I mean, him just saying that he's holding back on the airdrop
kind of made the whole timeline capitulate,
and people were massive short that live stream.
So, I guess he's just waiting for everybody to be a nonbeliever
and just then do the airdrop, I guess.
I don't know what he's doing.
But now that he has to wait, this airdrop has to be fucking massive
for anybody to give a fuck. So, I don't know, man's doing, but now that he has to wait, this airdrop has to be fucking massive for anybody to give a fuck.
So, I don't know, man.
You know what's funny?
Like, I saw that post by the cyber, but calling this the FOMC meeting for retards.
Jerome Powell, right?
Jerome Powell is the, you know, the chair of the FOMC meeting.
Thread guy's name is Michael Jerome.
So, it's just kind of funny how Jerome kind of leads these FOMC meetings
in retard, but in real life too.
So it's definitely interesting.
You just kind of continue this kind of,
these kind of tokens that are going to start doing these buybacks.
These are, I think, could be buys in the short term
because this is something that they haven't done before
and can create buy pressure on the token.
You have Drift Protocol is rolling out a new fee model structure across all perp markets.
The new fee model will be implemented on the 5th of the 25th.
New 30-day volume based on tiers, discounts for takers of Drift staked,
and rebates for makers with Drift staked.
So I don't know if that really drives much other than volume on their exchange.
But also DeBridge is doing
token buybacks. 100% of the earnings will be used for buybacks. They've accumulated 1.3 of the
supply already for 3.2 million. It's one of the few sustainable and profitable teams in crypto,
and they are now aligning token holders with the business model. So, D-Bridge, I use every fucking
day. I use it for cross-chain swaps it's not even a fucking bridge
it's a market maker on the other side that you just send tokens to and they just have a massive
wallet and they send it to you from their wallet but the fact that now they're doing token buybacks
i mean i think i got an airdrop a few years ago it was just too not enough to even sit you know
even sell but looking at d bridge as like one of these
products that everybody uses, right? Everybody's using it. It's a great product. Now that they're
changing up their token dynamics and actually doing buybacks, the fact that it has revenue
and people are using it now they're doing token birds. I think this could be one of those apps
that we talk about that could, you know, do these a hundred X's man. I mean, it's a great product,
just like how poly market's a great product. So like a's man i mean it's a great product just like how poly market's
a great product so like a great product like courtyard's a great product so you just want
to start betting on where the revenue is being generated in the apps and now that they change
up their token structure you're going to start seeing this stuff send and i just talked about
courtyard they just announced a massive i think it was a raise. Was it a raise?
But, you know, when you see these VC raises,
typically leads to token, right?
So we're excited to announce that we've raised
$30 million in the Series A funding
led by Forerunner, VC, participants of NEA,
Y Combinator, Burst Capital, Prelude, and Perify.
Thanks to our team, users and investors for believing in our vision.
This is just the beginning.
And this is what I've been telling you guys for the past two weeks.
When I rip packs on Courtyard, I'm gaining points.
And now that I have VCs involved, what do you think their exit is?
It's the token.
So I would suggest when this mobile app,
which just goes live in the app store on the 28th,
I would start ripping some packs on Courtyard
and accumulating these points.
Because if you go to OpenSea and you look at total NFT volume,
it's led by Courtyard every fucking day.
And so you're going to start to see the rise of these tokens
actually being released by these leading apps.
And these are going to be the cookers, bro. These are the next Facebooks. These are the next Apples. These are
next Venmos. It's Polymarket, which is the leading prediction market in crypto. They're going to
launch a token. That's going to be a fucking top 10 token. Then you're going to see fucking
Courtyard, which is the top trading NFT volume platform in all the crypto. That's going to have
a token. That's going to be a top 20 token. So starting to get involved with these protocols
that are actually doing these kind of raises
that actually have like users
and actually have product market fit,
these are going to be the best performing tokens
in the next two to three years.
So wouldn't hurt to go spend $25 a day,
rip them in a pack, get 30 points.
Do that every day until you accumulate enough points
to feel comfortable.
These are going to be the top trading cryptos in the next cycle. And I just imagine that these
airdrops are going to be pretty sustainable. So they have their app ready to download right now
in the app store. You can kind of reserve it. You guys know how that works where it's not ready to
go. But on the 28th, which I think is on Monday, you can download the Courtyard mobile app, which
is going to be fun to actually
be able to rip packs on your mobile and not have to sit on desktop so just a little alpha there
been telling you about the points no one talks about the points now with the vc uh raise their
exit is the token and so these points are going to be a token airdrop to holders that actually
rip packs on the courtyard so i would start getting on to it now until people start figuring
this out so go ahead chief you got some stuff pinned up you want to talk about my guy
oh just the dick butts so um ultimately dick butts legendary in themselves not so much this cycle
which is really interesting right we haven't really seen any headlines with it any prominent
people rocking dick butts, anything like that.
And we typically see some type of love thrown their way.
But dick butts themselves have been inscribed on Rajendale's collection.
He has the original crypto dick butt that was put on top of Bitcoin early on.
right early on and then the children were just inscribed so pinned up top is the actual
And then the children were just inscribed.
breakdown of how these came to be mills has been cooking them up himself and then slowly
you know what i'm saying um this became a whole collection so the original crypto dick butt is inscription number one, right? Ornals work with inscription zero. So
Casey's skull is encryption zero. And then we go into this, which is the next best thing,
right? Which is inscription number one, the OG dick butt. And then they created a partner
collection with it. No information on how you're going to be able to participate how
you'll be able to secure one so just be on the lookout right make sure you follow rajendale
and mills and just see what the requirements may be for these right i think these are definitely
going to bang going to fill the spot of the bravocados that people are chasing after so
they look good too i saw those those look dope uh this
is kind of just broke and we've kind of suggested that x is just like mutually exclusive the poly
market i heard rumors of this but zai was xai announces effective immediately kalish which is
the competitor to polymarket and zai and xai are partnering to bring Grok to prediction markets.
So it looks like that isn't like a mutually exclusive.
We possibly, maybe we'll see Kalish being partnered with X also.
This isn't like officially like, oh, X Kalish partnership.
But with, you know, XAI part of, you know, the Elon branch of companies,
you're starting to kind of get these
AI prediction markets implementing these LLMs for ways to kind of get up-to-date statistics on if
this is a good trade or a bad trade. I think Polymarket integrated that too, or maybe it was
Kalish, but you're starting to see these LLMs starting to get integrated into these platforms.
So you can just type into the platform,
what's really the percent of chance of Bitcoin hitting $170K by the end of July?
And you can type that into the browser as an agent,
and you can get a real-time statistic from these LLMs on the probability of that happening.
So it kind of makes me think that you have Zy partnering with them, that we could see
multiple partnerships with X, with integration of prediction markets on X, and it's just not
going to be mutually exclusive with Polymarket, which is kind of, I thought that was maybe just
like a one, like we're just going to align with Polymarket, but it looks like there is some
competition with these two to get some
kind of integration into X in the near future, which would be pretty huge. I don't think Kalish
is actually IPO'd yet. I don't know if Polymarket's going to IPO or they're going to create a token,
but these people are kind of positioning themselves in the past few months for some
kind of announcement of kind of them going public, if that's in crypto, if that's in the stock market.
So just another example of like, hey, the competition's here.
They have to compete with themselves.
It wouldn't hurt to go on the Polymarket or some of these Marid or whatever these ones
are and start doing some transactions on these prediction markets so you can get some volume.
So when these things do go public, you guys can get some airdrops and shit like that.
I think the only one that you would actually get an airdrop one is if polymarket actually did a crypto token and didn't like go on the stock
market right and i don't think that alicia is going to do a crypto i think they're going to ipo
since they're uh already regulated by the commodities exchange so just more of that dude
yeah myriad i think would be kind of the third one down that actually is going to give a token and so i think that kind of is a beta play right if
these are can continue to get um like mind share people are going to go and like okay what's the
next one up and i think that's third right and they're definitely going to do a fat airdrop for
anybody that's on abstract or just people that use that platform in general so
i think myriad is probably the one that is definitely doing a token and you know every
like just like people like bonk or pump and then jupiter studio gets uh you know gets my chair as
a beta play i think you look at polymarket and kalisha's like the bonk and pump funds and then
what's the third up and i think myrid markets would be the next one up so they're definitely
doing an airdrop.
And I think Farouk's going to be super generous with that one.
And Abstract would probably be super generous with that airdrop too.
So if you guys haven't done the prediction markets, yeah, we talk about them all the
time.
It's very simple to create two accounts, put a yes and a no, so you don't lose money.
Just put volume on chain, create delta neutral positions, and just continue to use these
platforms. I think
they're going to be pretty good airdrops in the future. So you guys know everything I'm airdrop
farming. It's Polymarket, it's Courtyard, it's Prism, it's OpenSea, it's GTE on MegaEth.
I think I have one more in rotation. But yeah, I mean, those are kind of the, I'm just kind of
looking at these that are token lists that actually have revenue generation and actually real users as the ones that i'm going
to put volume on even though that they haven't announced an airdrop yet i would just imagine
that every one of these we're going to announce something in the future and i want to be positioned
before the herd gets there so that's what i'm doing i don't know what you what are you airdrop
farming these days chief i really i think you've got a little bit in the open sea recently.
But are you doing any kind of airdrop farming in general?
I think you're on Lighter, right?
Yeah, I just do Lighter.
Lighter, yeah.
And Billions and Somnia.
Oh, you do Somnia?
Yeah, Somnia is turning up with fucking the Google Cloud partnership, right?
So they're really doubling down on this being the gaming chain the same way that you have
Like you can go download a game from any server now right on your PC. Well
They're providing that for Somnia for blockchain games
So the transactions and all that stuff will be written onto the chain
But the game itself will be hosted onto the chain but the game itself
will be hosted through like an aws google cloud server
you're not doing the second network no that ended did it because they just launched their
foundation page yeah that's why they literally yo that going to be GG's to anybody that did that shit.
We were literally talking about that in VC earlier today.
They were so selective with how they did that. I think total is 25,000 wallets.
And then only 2,500 of those are actually qualifying for the bulk airdrop, right?
qualifying for the value like the bulk airdrop right and then if you stopped interacting and
engaging you weren't eligible to continue proofing for your next round so very very i would say
selective um it was 100 under farmed it's definitely going to get a buzz once it goes live
and they're solving a real problem dude i mean zk's right i think i talked to
you guys about that when i first tried to get involved and i couldn't um zk roll-ups right
are expensive and traditionally lengthy in time in order to do and they have to be tailor-made
right and when i say that as in like custom to your blockchain whatever you need or whatever your actual wants are well sucking it or sustenance or whatever the fuck you call it um
kind of making a out-the-box solution for you know zk proof and then it allows you to just tap
into preset thresholds preset variables and then ultimately get up and running uh within a couple months or
a couple weeks right versus the long length of time of development and the money that is required
to build out your own zk system so that's why it's really going to just start propelling and it's i
mean their partnership is with damn near every single chain in the top 100 that it's going to be able to facilitate that for so
gg man that's gonna be a nice cook dude i just looked at the at the adderalls they just broke
a thousand dollars during the show dude they're five hundred dollars yesterday and now they're a
thousand dude so i don't know if we pumped the price or not but uh man i'm getting priced out
of this one out of this one you want to talk about this kodiak one
it was just kind of more oh yeah you know me knowing that this was going to do good and it
just continues to pump bro so go ahead uh just bara right uh ultimately bara's been really
cooking with this new uh pl1.2 uh they doubled down and they went on this uh incentivize anything
right so changing the way that the reward structures work
and how you can actually tap in
and utilize the proof of liquidity system.
The text there, right?
The rebalancing of the weights and all that kind of stuff
and just how exactly that works out.
That took a while.
I mean, that took almost four months over a quarter
because as a chain,
when you get a certain
amount of money on there when teams have started to build uh when you want to change core components
i mean that's that's not as easy as hey you know we just pushed an update refresh your browser
so ultimately uh tldr biggest piece of change in all of this is that 33% of what was used to bribe validators on
Bera is now being directed towards staked Bera tokens directly with the foundation itself.
So basically a 33% token buyback and you can stake directly with them. It's what we talked
about yesterday a little bit on the show, right?
But pinned up to the top as Barra now has good underlying foundation and under the hood is set.
You're going to start to see all these tokens come to market or all these protocols, right?
You have Kodiak, you have Infrared, right?
You have Smiley, all these different, I guess, builders and just platforms that have
been running, collecting fees and just trying to fit in. Now they can utilize POL 1.2 and come to
market. So Kodiak went live with the full blown swap. The way that it was interesting and different
about this is that when you swap on an AMM or whatever, you have just liquidity pools,
right? Well, Kodiak, because it's a rewards vault in a liquid staking platform,
they actually perform swaps through their pools, right? So if you needed something,
if it was cheaper to go inside one of their pools for it, That's how they were able to access better rates. Well, now they've
been able to take that and then add on traditional AMM just routes. So you get a combination of being
able to shop between any of the money that's locked up in the TVL that's on their platform,
right, for yields and staking and just DeFi, or you can find a route through traditional AMM routes.
Anyway, nerd shit.
Go farm Kodiak and go farm infrared if you're on Barra, right?
It's kind of if you know, you know, but yeah,
more so happy for this incentivize anything, right?
I mean, we're starting to see it with proof of masturbation
from the Eden, you know, condoms and all that kind of shit,
and the toys, and then the vaping, right? You can go and utilize that.
So just kind of the absurdities that Bear is going to come out, Bear is going to come out with, so.
Interesting. Interesting. Did you ever buy rogs?
Yeah.
Dude, they're cooking, bro. They're up to .69.
I saw this from Rog Maxie. Obviously, they're up to 0.69 i saw this from rog rog maxi obviously uh the name
hints to bias he says hmm kind of weird open sea ran a promo video with a rog leading a ship
through an icy field check notes in december and why is luca talking about rewarding ogs and
long-time holders specifically i don't know, man. Lots of ponder. Probably nothing, though.
Told y'all, bro.
I told you, bro.
Fucking the wizard at this shit, man.
I did on the live stream yesterday, I did facial tells on the Razzler stream.
And from my analysis,
this woman basically did an analysis of Bill Clinton during the Monica Lewinsky trial, and he lied in that trial, and he touched his nose 26 times.
And she says that when you lie and you have guilt, the tissue in your nose inflates, and that's why your nose itches.
Well, I was looking at the Rasmur stream last night, and in that interview, he touched his nose uh four times six times in 30 seconds when
rasmer approached him about did he acquire open seat so due to my facial recognition and tells
a facial basically i'm a expert poker player uh he has definitely bought open seat and it's just a
matter of time until the announcement and then rasmer since has been here it's just as long as
us he's like why is everybody, why does everybody want this token?
Like, playing dumb, like, why do you think people want this token?
So, Luka and the team definitely acquired OpenSea.
And I think if this is ever confirmed and announced,
you're going to have two massive airdrops.
The biggest airdrops of 2025 going to pudgy holders.
Dude, there's probably going to 60 to 70 ETH, if that's the case.
Yeah, they're going to be punk prices.
Yeah.
That's the one thing that I was, I guess, mentioning.
I mean, yeah, you have all that thesis behind it,
but let's just say I'm more of the logical, less tinfoil side.
And it's like, Abstract has no native marketplace.
And you don't even see one trying to be built, which is weird.
Traditionally, whenever you see a new to be built, which is weird, right? Traditionally, whatever,
you see a new ecosystem, a new anything like that, like no one waits for the foundation to give you
a green light or someone to say, hey, go ahead and build a launch pad. Hey, go ahead and build
a marketplace. Hey, go ahead. Like you don't have that, right? But yet you have this whole idea of
providing this safe space through privy account abstraction and you're
already put the walls up like people have to put the bubble suit when they come into your ecosystem
so it makes sense that whatever you provide as a native marketplace as a native launchpad
ideally you're going to start to facilitate that right and so you would take something that already has, in a sense, market share that is already pre-established.
And I mean, I think, and we've already seen a lot
of the hints on the timeline, even a shout out to Alison.
She posted this in the chat earlier.
I'll pin it up to the top, but did you see Finn's post
with a little bit, he did here, let me post it over here.
He did a little like sailing sign and all this kind of stuff and then it was like an open sea symbol
without an open sea like a sea symbol and a death and
It's like okay cool. So I don't know bro more and more bread comes our crumbs are starting to show
One shot.
And then lastly, I did want to do this.
Sorry, I thought I was
not muted.
I think that is due for the
captains and company announcement
on Friday, but a good way to create
a nice
little way to...
Well, I'm saying you have people do that,
and then you're like,
oh, it's for this.
Look over here.
It's for captains, and then everybody has it in their name,
and then they announce that they acquired OpenSea,
and then you already have organically
all these pudgy penguins that have these waves
and these boats and these anchors in their names in their names so it's a good way to
get people to actually do it without actually officially announcing it and just kind of use
the captains and company as like the reason why people are doing it and then you know then announce
it a few weeks later uh that it actually did occur so what up j5 up top. We had this new launch pad that came out.
Tokens were all morning popping off on it.
One person, one coin, bro.
Huh?
One person per one coin.
Yeah, that's kind of crazy, bro.
It's literally called OneShot, right?
So how do you differ?
I saw it.
Like, how do you differ in someone that creates like a thousand wallets compared to one person?
Because it's tied to your World Chain ID.
Ah, makes sense.
Yeah, so that's the thing.
That's why it's called One Shot Meme.
You get one shot to tie your name to a meme and have it do well, right?
And then so ultimately, you can't.'t i mean there's no serial rugging
there's none of that shit i mean you can go probably buy a million world coin fucking you
know ids but this is interesting right this is the first time we actually see like uh we knew
it would happen but this actual need for this who went through and did the proof of humanity
can they now sell that experience or that receipt of doing
so to someone else, right? And so stuff like this, when you start getting world coin, when you start
getting like, you need to like humanity protocol or billions network, right? All of these have proof
of KYC attached to their missions. And it's going to continue to do that and now you're only going to be able to participate or do this once per id so black market for all of these proof of being a human is about to
probably take off bro or continue to get crazier
that was basically my suggestion like how are they going to prove this through an iris scan and then
you said it was on world coin i was like that's a perfect collaboration to kind of make this an optimal thing.
But we have the two Bitcoin bozos in here.
Is your group the one that's sending Adderall's, bro?
Like, what the fuck is going on with this price, my guy?
How many do you own?
No comment.
A lot.
What's up, J25?
What's up, Elmo?
What's up, bros?
Yo, yo. Hey, I got some math for you yo hey gm yo yeah go for it elmo no you go ahead j2 no no no i was gonna let you go anyways i insist
oh word okay well this is completely off the topics of that or all um so if you have something
to apply to that how long have you known about these, bro? How many do you have?
Me, personally?
I don't have any.
You don't have any, bro?
I could have swore that.
What about you, J25? How many Adderalls do you have, my guy?
I did not miss out, but it was a very clear signal that I'm paying attention to now.
Dude, it is... I can't believe it. I was like, this is something that
Block and J25 are all. I probably have
like 25 of these things.
I just can't... I can't believe that these are
sending... I can't believe that these
are just sending... I can't get an entry on these.
I mean, let's be real. I would have sold
it long before now.
What do you... I mean, you think
this is the top?
I don't know.'s really really tough to
say right like if brc 2.0 comes out and doesn't do anything then maybe but if it does like they
were the first and they seem to have people coalescing around it so it's definitely interesting
i'm not buying it at this point but i'm for sure watching very closely now. Isn't the 16th the day of the live net?
The 16th is the launch of the six-byte tickers only.
September is the launch of the full BRC 2.0 upgrade.
So there's two segments to it.
Gotcha.
Go ahead, Elmo.
I'm interrupting you, my guy.
Oh, you're good.
Yeah, no, I i was just gonna say that
like just on that note i feel like that chart is just fucking scammy as shit dude just goes
directly up in the air um you know it like there there was pretty much little to no yeah asia's
back consolidation yeah well and that's a big thing dude uh asia is back and we got the bitcoin
summit and bitcoin asia just around the corner and
uh actually that's one of the things i wanted to come talk about we're teaming up with the
bitcoin summit over at bitcoin art society um as well as super chief and gamma and we're actually
going to be curating the art that they're going to be showing there. The curation is going to be essentially some of the best communities here on Bitcoin, right?
So a lot of like the best PFPs you'll see there.
But then also we want some of the best blue chip artists
that are creating art for art's sake here on Bitcoin.
Just ultimately the best culture creators.
And then also we're hosting an open call for any artists that are interested
in being added to that curation. We'll be selecting 15 to be shown at the Bitcoin Summit.
So if you're an artist and you feel like your work is being underappreciated and you want the
proper platform, I would highly recommend you go up to that link in the nest and you submit your artwork. So yeah, that's going to be exciting. Also to that point, guys,
over at Orange Cube, got a release coming up here soon. It is the largest inscription on Bitcoin.
It is going to be comprised of 3,775 carats. We call them carats because essentially what we've created
on chain is a diamond, right? And this diamond is not only an impressive feat of technological
prowess and a historical day for unifying data on Bitcoin, but it's also a conceptual conversation of viewing humanity
through the singularity that we're currently in right now. So that will be opening up on the 29th
and we have a presale going on currently right now up until that point. So if anybody's interested,
until that point. So if anybody's interested, they can buy up to like, they can buy full faces,
which is basically, or full frames, which is basically 25 carats, or they can buy packs of
five carats. The 25 carats are going for $300. It's a 30% discount of what the open sale would be and then also uh the five carats those will be
priced at a more reasonable 60 dollars per five carat which is also a 30 percent discount so if
you guys are interested and you want to check out the project uh i also put a link up in the nest as
well um and you can get all the details there as well as the link to the pre-sale we always support
elmo around here appreciate you brother for coming up and giving everybody the info on that j25 did you have something other
yeah j25 did you have anything else uh before we end the show was that what you want yeah yeah
what's on your mind yeah real quick it was uh in the in the vein of the the gaming web3
conversation you guys were having a little bit earlier so if i were to tell you that there's a team out there that's been around for 20 years
a billion dollar company reached 50 million in revenue about 10 times in their history
and they are going to do a web 3 game what would be your first guess maple story are you gabe
okay i would say a lot of people say GTA, right?
So that's the one that we're expecting.
I think Gabe Leiden, bro.
But whatever, whatever. Well, what if I were to tell you
there's a game right now that you can
start farming in the Alpha,
the first season, that has a
Web3 wallet already built into it
and is working on a world contract
and everything inside of it is a
smart contract.
Have you guys ever heard of... mfr have you have you guys ever heard of eve online um if you've been in pc
gaming it's a huge mmo you're basically a space nerd in space well they're building their 2.0
called eve frontier um it's on my pinned tweet if you want to check it out it's super interesting
it's very grind. It's very
grindy right now. They're definitely adding layers as they go. There's a wipe on August 13th. But
yeah, us and a little group of them have been nerding out about it. And I'm really excited
about this. This is exactly what I want to see Web2 teams do with huge structure and huge benefit,
make a game that you can play for years
and never even know a crypto wallet is in it.
That's exactly what they're doing.
So is this on ETH mainnet?
Like what chain are they building on?
They're building on the Optimism stack.
It's on Testnet currently.
And they, yeah, you can go and check it all out.
It's all there from the builder development docs and stuff like that.
We have a very smart EVM dev.
What is the, no, I was just going to say, what is the level of implementation when it comes down to the actual blockchain aspect of it?
Right.
Because I think that, I mean, have you played MapleStory in that sense?
I haven't played MapleStory specifically, but I've played many of them where you get the drop down
You need to sign for each thing in this net. It's nothing like that. You literally download the game and play and then if you
That's why I asked because yeah, so maple runs on its on an avac subnet
In a sense you go to maple stories website and it's like logging in with your email and that's it
There's no more ever a pop-up for
your you don't exactly that's it yep you sign up for leave with an with an email and then when you
download the game it gives you a wallet you grab your seed phrase and if you ever want to change
computers or change devices and use the same character your email doesn't work but you have
to plug in the seed phrase like you can still access your account
and things like that but the seed phrase is vitally important in this yeah yeah same thing
same thing with maple it's the the initial like first sign on that it's you playing the game
and you can literally play the entire game in its entirety and never tap into like the blockchain
aspect like you don't have you don't know right there's a button that says mint but you don't
even know what the fuck that is and it doesn't impact gameplay and so i like that that's the way
that this is going that's why i was asking like the level of interaction or i guess overlay yeah
blockchain yeah so it's using and this is getting a little bit into the weeds i'm still learning
about it but i believe it's using uh gosh i'm blanking on the name but basically there's a
world contract and it uses something like a subnet
to do all of the minor interactions
and then the major interactions
go to actually the optimism stack.
So I'm still learning about this
like from the dev or whatever.
And I've been honestly a little out of date
with EVM style building for a long time.
So for me, it's a good refresher course in that.
But just imagine
like we're getting together a group and we are going to make a smart contract for a storage
container where certain people, if they hold a certain token, maybe get a discount on gas or
fuel in a very remote region and things like that. Like you can literally, if you look into EVE
online, they had a huge black market. So everybody always says, why would a company like this want to go and do, you know, look at Counterparty, look at Steam,
things like that. Like they already have their own marketplaces, but people sell their accounts
and do things in the black market. EVE Online has $30,000, $50,000 ships going at the peak.
They had like 10,000 player mmo huge battles at certain points and
things like that i've never played it in the past but as a pc gamer for like the last decade
i've heard about it repeatedly so when i saw this new game and the web3 integration it was just a
it was a no-brainer for me is there any kind of alpha we need to get started do we need to you
know is it just sign and click and play? So it's sign up.
There was a free trial, which is currently passed. So you need to have a $40 founder pass or they
have the upper level one for a hundred. The big thing with the a hundred dollar one is you lock
in your name and you get 72 hour early access to each cycle, which is basically each season.
So that's what I ended up purchasing. But we do think that there will be another trial
period with the new cycle, but we're not 100% sure. Do you need like an updated graphics card
or anything to play? No, that's the nice thing is like, because this game has been around for so
long, it's pretty low on the graphics. If you have like a really bad one, I'd recommend turning it
down to low, but it's a very like simplistic graphic style game at the end of the day.
Do you have anything you want to pin up top to include it in the thread?
I know you said you had it in your pin post.
I love getting just alpha stuff off the beaten path.
Didn't know much about this, but you know, Web3 gaming always has these big,
oh, we are backed by Ubisoft.
We've done this, we've done that.
And it just never translates to Web3 gaming.
How many times have you been in like the last two cycles where it's like AAA game coming?
This guy used to work for Ubi or this guy used to work for this or that.
And what they do is they drop a collection, whether it be a token or an NFT, raise money and then deliver garbage.
Right.
This is the exact opposite, in my opinion.
This is a 20 year team with all of the reputational risk on the line to do
this choosing to do it they have the funds to do it right and do it slow and they have a 20-year
code base to pull from and improve upon for basically eve 2.0 so just like i don't know
everything just fell in line when i first heard about it and i jumped on as soon as i heard about
it and you can be like deep. Go ahead.
I was going to say just real quick and you can not even play it ridiculously
like me and some of the others are. You could just sign up,
shill your ref link and sign in every day and you get points for like
connecting your socials, just logging in every day, things like that.
So you could just play this very casually until it does build up more in the,
in the future seasons.
So are you expecting this to be like a play to earn like Wolf game and you're earning
a just play to earn?
Are you playing?
Are you thinking that you're going to get XP and you're going to make money off a coin
or you think there's going to be an NFT?
So how are you expecting like people to actually like say this was profitable for me to play?
Yeah, great question.
So there's an in-game currency called Lux. Lux is convertible to EVE,
which is the on-chain token asset, or will be after they move out of Tessnet. And I can right
now in my wallet, which is on Tessnet, obviously, take my Lux token and transfer it over to EVE and
back and forth. So in EVE Online, and I'm learning a lot of this from a dude that's played it for like over five years, and he's the one that put me onto it.
And in that one, you got bounties and earned the in-game token, and you could actually sell that in-game token for currency.
So most people that played it regularly, it is subscription-based, and it probably will be in this 2.0 version.
But they were able to, if you play a regular amount, basically pay for your subscription with this. So what we're doing right now in this test net period is obviously farming for the airdrop
that we plan that will come. But I'm not planning on anything for honestly a year. If you know
anything about real PC development or look at the delays with GTA, this stuff takes a really long
time. However, this team has proven that they've shipped and launched many updates to their old games, side quests to their old games, and generally delivered on task.
So I just think that all of those things line up very well.
Is it going to be make or break just for somebody who logs in once and never touches it?
Probably not.
But I do see a huge advantage.
If you go look at EVE Online, even though it's a 20 year game, people on Twitch still have thousands of viewers watching. It's a very regular game. And none of them have really transitioned because this game is super early.
from scratch they're gonna buy the token and buy up shit so there's like this built-in buy pressure
from the other game i think is just a you know something nobody's thinking about right now
is it fun it is very slow to start and grindy however once you get in a good region with people
it's fun and i like i said it is the first season it's very rudimentary
they're basically trying to figure out like the smart contracts on the storage system and all
that stuff so that's what they're really focused on testing but like an eve online you level up
your skills you do this and that so as a solo player i don't know if it'll be that much fun
but when you group together and start to coalesce in groups and you can do like three to five people attacks on a sudden person or you can like hang out in camp or there's just
like the economics like literally every single item that is sold in the game in the marketplaces
has a shitcoin chart so i mean you can just be a shitcoin trader of xyz you know component
and corner that market if you really want to.
Interesting. I'm going to look into this.
Maybe I'll hit you up and maybe I can get in a group chat so I can be with people.
Definitely.
Yeah, we've got a little discord if you're interested. It's going well.
Appreciate it, man. I love getting off the beaten path and someone actually knows what they're talking about,
something that they're passionate about. So appreciate that. That's what the space is about. You guys don't know.
We've been running the space for three and a half years. And these are the kind of people that we want on stage is So appreciate that's what the space is about. You guys don't know, we've been running the space
for three and a half years.
And these are the kind of people that we want on stage is,
hey, you guys are in a niche,
you're doing something that we're not looking at,
come up and educate us and educate the community.
We ultimately, this is the daily alpha.
We wanna bring alpha that's not just for me in chief,
cause we can only talk about and cover so much
with our bandwidth and our knowledge.
So appreciate Elmo, we appreciate J25.
We appreciate everybody that comes out to the Daily Alpha.
We host it Tuesday through Saturday.
And I think tomorrow is going to be our last show.
And I'll just leave it here for Chief.
I'll see you guys in the Foundry.
You guys have a great year today.
I got something pinned up to the top.
Just an opportunity for you guys that are involved in the Bitcoin side of things, right?
for you guys that are involved in the bitcoin side of things right platform that's been around
Platform that's been around.
working on a i would say retention and rewards uh model right stake it so you guys can go check it
out you can non-custodially stake your inscriptions and your nft assets right so pinned up top is just how many are currently non-custodially locked up, so to speak, with them and earning.
So other than that, guys, appreciate everybody that came up.
Elmo, J25, everyone that likes retweets the space, helps us get more exposure, helps us grow.
That's how we can continue to get more opportunities for the TDA.
That's how we can continue to get more opportunities for the TDA. That's how we can
continue to grow our community. After the show's over, there is a thread that goes out. It covers
everything that we talked about. If you want to go back and play the game, if you want to go back
and take advantage of the presale, whatever it may be that we talked about, it's all included in
there. So shout out to Allison for that. Likes, retweets retweets bookmarks right all that goes a long way also in
reach and expanding the community we do this tuesday through saturday uh 11 until about 12 12 30
just depending on the conversation at hand and it's cda or state four we'll catch you
guys inside the foundry y'all be safe Have a good rest of your day. Thank you.
