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THE DAILY ALPHA♻️
Recorded: March 22, 2024 Duration: 1:52:22Space Recording
Full Transcription
Good morning, good morning, good morning, GM, GM, get money, get money, get money.
Welcome to the TDL. Post a space Tuesday through Saturday, 9.45 to about 12 p.m. Central.
Appreciate y'all tuning in, having reminders on. People listening to the recording, appreciate you too.
People engage with our content, appreciate you. Just pinned up Allison's thread up top.
If you guys want to bookmark that or like and retweet it, that'd be greatly appreciated.
So, we're going to be the last show at the 9.45 time slot. Tomorrow we'll be getting the show started a little bit later around 10.30.
So, appreciate you guys. We got Chief up here. How you doing this morning, Chief? You doing all right?
Yeah, what up, bro?
Not much.
Not much.
Appreciate everyone for coming out. Everybody having the noties on.
Ryan, the whole week with us.
Kind of get some housekeeping out of the way.
First and foremost, thank you to everyone that likes and interacts with Allison's post.
The recaps, that likes, shares the space.
That's how we can deduce and, you know, that's how we give out whitelists or any kind of opportunities that are created for the TDA.
That's how we identify you guys.
So, appreciate that. It goes a long way.
And next, TDA is sponsored by IMSO.
IMSO is a cross-chain interoperable ecosystem and infrastructure between Bitcoin and Solana.
It's powered by the Evolve token, which you can find on the BirdEye app or any of your favorite Dexas.
Currently, you can play the endless run and unbonk another crypto.
Slated with five other mini-games to come out.
Shout out to IMSO and the IMSO ecosystem.
And pinned up to the top is the current kind of call to action.
I know that a lot of us in the TDA have IMSO champions.
If you want, you know, to kind of expand your IMSO collection or you want to get new people in, there will be no dilution, so to speak.
There will only be token events.
And through these token events is how they're going to expand.
So, if you want to ruin airdrop for what Chris is cooking, tag your community up top.
And, you know, hey, can't hurt to get involved, right?
So, shout out to Chris for sponsoring the TDA, man.
Shout out to Chris.
Shout out to Chris.
What do you want to talk about?
I usually go on a rant here.
Typically, that's me going into macro.
Let's start over to you.
What are you – how are you thinking about today?
When you woke up at 4 o'clock this morning, you look at the charts.
It's something that, like, came to your mind first.
What's on your mind, Chief?
I shorted it, and now I'm just sitting here watching.
You shorted it.
Good job.
Yeah.
I'm just sitting here watching.
Hopefully, we hit, you know, like – I'm thinking maybe, like, 57, 58 range.
Maybe bounce around there, you know?
So, I don't know.
I got my short on salami anyway because, I mean, just through salami's support ranges, technically, we should break down to about the 150s.
So, it should be all right.
But, yeah, one thing that is – happens every day is Grayscale continues to just dump Bitcoin.
Like, I didn't know these guys had so much Bitcoin.
I think what has been $840 million worth of Bitcoin yesterday, I think they dumped – I think I did the numbers or listened to someone that did the numbers.
That's a lot.
I think they've sold a total of – since the ETFs, you know, launched, they've sold a total of $12 billion worth of Bitcoin.
Can't you see that it's, in a sense, like – they weren't dumping when we ripped past all-time highs.
You know what I'm saying?
Like, it just seems very, very kind of coordinated.
Like, they had heavy, heavy sell pressure in the beginning.
They took their foot off of the break, you know, and then it was, you know, balls to the walls.
Boom.
We took off.
And then now they're back with their foot on the break, you know, dumping and kind of suppressing again.
So, I mean, to me, it looks somewhat manipulated at kind of being market-made, right?
Accumulation phases, opportunities for others, shit, even opportunities for their own people, insiders, like investors and whatnot.
So, that's just kind of how I'm looking at it.
Like, they weren't dumping when we were having $1 billion of inflow and $400 out, right?
They were chilling on that.
The $400 wasn't them.
But now they're back to dumping like crazy.
And obviously, we can't maintain the natural outflow plus Grayscale on top of that, you know?
Oh, yeah, man.
It's getting crazy.
I think on-chain saying that they have about $300,000 Bitcoin left.
I think that's what they said.
It was $300,000.
They had $629,000 before anything happened.
So, $300,000 would sound logical.
Yep.
So, about $300,000.
I wouldn't be mad if someone that's a Bitcoin maxi, maybe Michael Saylor, like contacted them and say,
hey, let's do an over-the-counter deal.
Like, this is a big reason why people don't buy Bitcoin on exchanges.
And a big reason they don't, you know, dump it is because it affects the price so much.
So, I would be curious if maybe we get some maxis, contact Grayscale.
I was like, hey, we'll take that $300,000 off you.
Stop dumping, my guys.
But those big players are already doing over-the-counter.
You think Michael Saylor is buying on Coinbase, making a couple of clicks for $500 million?
Or you think he's talking to them directly?
Well, I'm just saying, like, this is affecting the price a lot more than anything else.
So, I was like, why don't we get some people together and say, hey, we'll take it from you.
That's all I was thinking.
But I could be wrong.
But, yeah, there's a lot.
There's a lot of dumping from Grayscale that's going on.
And I got some charts up here just kind of looking at where we are price-wise, all-coin season-wise, just Bitcoin-wise.
The one person that I follow that does, that I follow every morning is Rec Capital.
And he's kind of saying, like, we're at, like, a pivotal point in this cycle from, like, possibly entering the pre-having dip.
And this is what he says.
Despite the recent bounce, Bitcoin remains firmly in the danger zone where historical pre-having retraces have occurred.
Orange.
As a result, when it comes to downside, anything can happen over the next 26 days until the halving.
I mean, he has this chart, and we're kind of right before, typically on the past cycles where we get this kind of dump before the halving.
And we've been kind of waiting for this.
But he's saying, like, I think we have to be above 64.5 by, I think, the week end to basically confirm that we're in an uptrend.
If we are below, like, 64,000, it's, like, kind of, like, breaking structure and possibly we're looking into some kind of retracement here.
He posted something else of where we are in the bull market.
He's saying we're 34.6 percent, the progress bar based on the standard halving cycle.
So he says we're about 34 percent into the cycle.
And, you know, just looking at Bitcoin in general, Bitcoin dominance is at resistance, too, which probably will be good for altcoins.
That's the one thing why I don't think we've seen, like, a crazy altcoin season yet is because there's just been so much BTC buying.
And, like, it's been the dominance has continued to go up.
But now we're kind of like a resistance.
And maybe we start seeing alts kind of catch up from here.
Yeah.
I mean, like, 65 becomes the resistance, then GG's.
You know what I'm saying?
Then brace yourself.
Go ahead, Unc, and then we'll go to Alpha.
Yeah, so they had 629,000 Bitcoin, and now they have about 355,000 Bitcoin.
So they only sold 45 percent of what they need to sell.
So we still got a – how long was that?
Like a month, month and a half, two months that they did it?
We still got a few months going on, probably even – we don't know what they're going to do post-having, but they're going to have some Bitcoin post-having.
And, yeah, 64.8 or, like, right around 65 is where you need to close above the weekly.
I've been hearing some big brains say that.
So if it doesn't really close above 64.8, 65, it could possibly go down to 58, maybe even 50, 52 if we get that really, you know, bad news.
Go ahead, Alpha.
Yeah, this Bitcoin dominance chart is super interesting this year because this is the first or, like, second year with Ordinals, right?
And I don't think, like, the transfer will go to altcoins directly.
We will see, like – that's why we are having runes and BRC20.
We will see these tokens pump before any altcoin chain because, like, this infrastructure has to build a certain market cap to be, like, adequate to be accepted around, right?
So I don't see, like, these altcoins getting this, like, dominance this year versus what runes is going to get and it's going to kind of spark the bull market.
I've been waiting to see that, right?
The volume on Ordinals has been kind of dead, right, in the last week and a half.
So once we bottom, we'll see a big, big spark on Ordinals because they're just trying to front run to get more Bitcoin and then – and once – yeah.
So I'm expecting Ordinals to pump in the next two to – like, one week or two weeks.
Yeah, but maybe it won't because maybe it – because this is a new – this is a new cycle.
Maybe it pumps hand-in-hand with Bitcoin because it was doing that the past two or three weeks.
We've been – two or three months.
So we've been pumping –
Yeah, yeah, it will, but, like, the Ordinals pump will start first, right?
So, like, it'll pump in parallel and then the Ordinals will dump quicker than the Bitcoin pump because people just want to have Bitcoin instead of Ordinals and be more liquid.
So it'll be in parallel.
So Ordinals will pump first, BTC will pump, and then people will kind of dump Ordinals in the middle of the BTC pump just to get back to liquid.
And then we'll kind of, like, stabilize and kind of the same rodeo would happen again.
Didn't we just do that, like, a month ago?
You're saying we're going to do that again within another month?
We did that, I think, last month, though, for an actual catalyst reason, right, which was the OMB, and people were liquidating for a specific event.
But I do see somewhat of a point, though, with what Alpha is making as Ordinals being a hedge bet for more BTC, right?
It's like, hey, I got 10K.
Do I buy a spot bag of Bitcoin for 10K?
Or do I go buy, in a sense, an Ordinals, which is technically Bitcoin, liquid Bitcoin as well,
and have a higher potential upside than just spot movement on that 10K, right?
I mean, because in reality, what are you going to pull from that 10K if we move up 10%, right?
Versus if Bitcoin as a whole has a nice run, and then you see Ordinals run, the chances of your Ordinals increasing maybe 2 to 3x
allows you to get a bigger percentage back of Bitcoin for a smaller investment in kind of margin.
I hear that, but when we had these cycles, I'm not saying you're wrong, or I'm not trying to be bearish.
When we did have these cycles, we had Bitcoin, then the major altcoins, and then the altcoins, and then the NFTs.
So it sounds like you're skipping a couple of steps, and we're just going to stay in the Bitcoin ecosystem.
That's the difference, though, that there's actually another outlet that's based on Bitcoin.
Rather than flowing down into alts and continuously, like, instead of leaving sections in the casino,
you can go do alts in Bitcoin still in the same casino, which is now different than before.
It's Bitcoin's done.
It won't be back for another month.
You have to move down to alts.
You have to keep following the cycle, right?
Now it's just it provides a new player and an outlet for those that want to remain in Bitcoin to participate in alt-like price action and movement without leaving the chain.
We've seen that on ETH last year or two years ago, and it still went to altcoins.
I know Bitcoin is better.
I know Bitcoin is better.
Are you saying because Bitcoin is better and there's more innovation that we could still stay in the same casino than to jump around like we did 2021?
This has never existed before.
That's why it's never existed before.
You've never been able to multiply your Bitcoin with Bitcoin before.
One sat has never equaled one Bitcoin.
Never.
But we were able to do this with cryptocurrency, and I understand Bitcoin is number one, and I'm not taking away from that.
So you're saying just because Bitcoin is able to do it, we're in a whole new ecosystem, a whole new realm?
Well, the path, right?
So let's just say the old traditional path was Bitcoin, alts, then you saw NFTs and all that shit trickle down.
Now there's a whole new player in between.
Now it's Bitcoin, DeFi on Bitcoin, aka alts on Bitcoin, ordinals on Bitcoin.
And then you have the option if you want to continue down to go to alts and transition out, right?
So you're stopping people at the door and saying, hey, don't leave the Bitcoin casino.
There's still more to do.
So you're going to have less people trickle in to the other spots.
Bitcoin is the place of less volatility, so to speak, and a little bit more security.
So if I'm going to gamble, why not gamble with a little bit less leverage, but still leverage rather than going and having to be in a 50 leverage or a higher state gamble room, right?
Does that make a little bit more sense?
It does, but I still see the option that a lot of people will go out and do alts.
That's why soul shitters have been doing crazy this past two weeks because, you know, it's kind of cycle, but maybe a hyperactive cycle that we're changing so quickly, but it's still cycling through from Bitcoin to Bitcoin DeFi to altcoins to NFTs.
It's still making that cycle, even if you're just, you're, you know, the Bitcoin people just staying in the Bitcoin because there's more to do.
I'm sure that makes a lot of sense, but it is still cycling through those other trafficked areas.
Oh, it is.
And it will continue the same way that for a year, everyone cycled on Solana and ETH.
And here we are a year later and everyone's trying to cycle into Bitcoin, right?
So it's not going to be for everyone, but it will remove a lot of liquidity because it is the biggest liquidity pool.
So it's like you go to the high rollers table and you say, hey, I got caviar and strippers.
You can stay here in this high rollers table or you can come with the caviar and strippers.
So, I mean, most of the high rollers that want to maintain the high roller status are going to be want to be seen with caviar and strippers.
And they're like, bet, I'm going to just go high roll in this room rather than follow.
You know what I'm saying?
It's just it's worth checking out now.
Right.
I would say it would be different if it was a different liquidity pool.
Like, oh, well, there's a secondary way to shit coin on Cardano.
You're like, all right, that's cool.
Like that makes no difference.
You're not taking actual liquidity away from major players or alts.
But now when you say I can take a Bitcoin whale away from going to that side of the casino because he can do something similar here, eventually that makes an impact.
Right.
Maybe not this cycle, but eventually pulling enough Bitcoin whales away from that side of the casino is going to make a difference.
So I've got some charts up here.
All coin, another just narrative or another chart for you to see all coin and all coin pattern.
So basically have charts here from 2016, 2020 and 2024 and got these charts.
So basically it says a short sell off, a prolonged wick off accumulation phase, which is a yellow W and then a breakout.
The current all season set is still early green box.
And then some good news on Bitcoin.
We are going, we're approaching seven consecutive weeks of green, green, like consecutive green candles for Bitcoin.
And then also we have the notorious Mr.
Is it Mr. 100?
It's continued to buy fucking Bitcoin left and right.
So yes, we do have Grayscale selling a lot, but we have this anonymous Mr.
100 is buying, is back and bought AX.
So 800 Bitcoin today.
So this guy is buying the dips.
We don't know who this person is.
Some people, was it, did we, did we recognize who this was?
We said it was an exchange.
We said it was like QB or somebody.
Up it, up it, up it, up it.
This is an up it cold wallet.
That's right.
So yeah.
So we, we, we came to that conclusion last week.
So yeah, this, this up big cold wallet, cold storage wallet is kind of buying the dip too.
So pretty good.
And then we have Alliance Bernstein BTC to 900,000 by the end of the year.
So we have people putting out predictions of where they think Bitcoin goes.
And this guy is saying a little under a hundred thousand or this research company, Alliance
Bernstein basically saying 900 K by the end of the year, which means we probably got a
bit of choppiness and we're not going to go too parabolic because that's kind of under,
under expected from what I've heard.
And then we just got stuff dumping.
We got shit dumping.
So we got a big call at 62.
Yeah.
All right, uncle.
Got the old name back and he's hot, Mike.
And all right.
What up, gambler?
So yesterday you came to us with the howdy, the howdy was the cowboy hats.
And then after I left the show, I started seeing that called in some alpha chat.
So I'm like gamblers on top of it.
So how's it going today?
And what do you got, man?
It's good, bro.
Yeah.
I mentioned that they were a gamble yesterday for soul.
And they absolutely were.
I mean, there's an experiment, right?
Which I mentioned yesterday as well.
We'd never seen a model like this before.
I mean, unless, tell me if I'm wrong, unless I'm, you know, there's something I'm not aware
of or I'm forgetting.
But a model where, you know, you have specifically forget about the dude being the rubber founder
and artist and having, you know, pull that way and influence that way.
But just the model of dropping an NFT to a curated list of communities and then saying
that the royalties on that are going to go back to you in the form of a token in part.
And then it's also going to fund a liquidity pool.
I've never seen it before.
And I mentioned yesterday, it could get silly, right?
Because if people start doing the math, then, you know, you say, okay, let's say if it hits
10 mil with a billion coins, if we're getting 120 to each, you know, it works out to about
six soul.
But the thing is, if it hits that number, people are like, well, if the volume is directly correlated
with the liquidity and the airdrop, then in theory, unless I'm missing something, the
higher that number goes, the higher the airdrop, right?
So it's good Ponzi is what I'm getting.
Since yesterday, these hats are now, I mean, dude, since yesterday, they're now at, they're
now at like six and a half soul.
I'm looking at them.
6.4.
No, 6.66 is the cheapest one of these hats.
And since the beginning of the show, they've pumped like, what, 15% because they were like
around six soul.
So again, huge gamble here.
I'm not saying go buy a hat.
But what I am saying is there is opportunity here, not necessarily in buying a hat.
That's clearly the biggest gamble you could take.
But the other thing you could do is the actual Howdy account, and I'll pin it up, is gaining
still a lot of engagement, a lot of interaction, followers daily.
They're up to 6k.
And the founder, Crypto Pop Punk, or maybe it was either from his account or from the
actual Howdy account.
They've mentioned it like in they've used the words like for years, like they want this
to be a meme coin for years.
Now, I'm not betting on this being a meme coin for years, but I am betting on the intention
being there.
Right.
Crypto Pop Punk is actually respected in the space, although I'm not as familiar with him
as some others may be.
From what I'm seeing, that's the sentiment.
And people believe him when he says that.
So that has value.
So what I'm saying is, you know, for those of you who it is still a risk, but it might
be worth watching, you know, when it launches on Monday.
Obviously, the highest risk is buying immediately at launch, and then you lower your risk by
watching it, waiting a few hours, seeing how it reacts, maybe buying dips.
But that's the other opportunity.
And then I'd say the lowest risk opportunity and part of this play here is to remember that
Pooks were one of the few communities, also the Plague NFT.
I hadn't mentioned that, so shout out to the Plague and Pons.
But Pooks were also a community that were airdropped these hats, 10% of wallets, to be sure.
And they're sitting at around 0.7 soul right now, which is like, what, 130, 140 bucks.
It's a solid mid- to long-term play on soul.
I know JPEGs aren't as liquid, nearly as liquid as, you know, 99% of the rest of this market.
But if you're looking for a soul play, they've already proven that they can, you know, secure
solid airdrops, mintify airdrop is another one that I've mentioned that is coming, and
I'm looking forward to.
The team is cooking.
So I'd say, you know, if you miss these hats and you want to kind of have a passive way
to earn some of these airdrops or some of these benefits, Pooks are cooking, and that
would be a possible play.
But yeah, shout out to anybody who got in.
Shout out to anybody who got in, shit, even like a week ago, or was trying to get a hat,
get on the list at least.
And I don't know.
I don't know where these things go from here, man.
I don't see them dumping.
I don't, you know, I don't fucking know.
I'm holding.
I actually bought more yesterday at 4.4.
I got another set, so I'm up to eight, you know, so take that into consideration as well.
I'm also holding a bunch of Pooks.
Take that into consideration.
I'm just, I don't know.
I don't know what I'm doing next.
I'm just holding right now.
Well, you're up two souls since the call yesterday where it was at 4.2 when you called it.
Now it's up to six, and I was telling you to sell.
So you had conviction, and you held, and you bought some more.
So you're up, bro.
So just don't get caught holding the bag, being too optimistic.
You know what I'm saying?
So just like, hopefully you can recoup your cost a little bit, you know?
Did I rug?
Yeah.
Howdy.
Okay.
My bad.
It was real silent in here.
I was like, Jesus Christ.
Did I rug?
But yeah, I just pinned up the mint schedule for you guys.
It's kind of a short list today, so we'll just get it out of the way.
Right?
So we got this rune stone thing, Ominous, WTF, Panstones.
We have Akutars, Geo Ordinals.
Yeah.
Oh, go ahead.
No, I'm going to let you finish.
Yeah.
Elmon X and Patrick Hughes Street, Lockmead and Highlight and Soul Bones.
There are some stuff that there are some things minting that aren't on there.
So one is, you'll like this, Scambler, Frog Ordinal Biz.
It's basically facing pixel frogs with orange eyes.
It's on Inscribe Now.
Anything on Inscribe Now, just not minting out.
So we have Soul Bones, which is on Solana.
You got to check that out.
Geo Ordinals is another one.
It is a supply of 111.
It's free.
It's on Match Eden.
It's on some Block 9 sats, provenance from a parent and child description.
And then, obviously, we have this, what is this, this Rune Stone shit on Inscribe Now
that I checked this morning and no one's minted.
It's like, it's like eligible for like 100,000 wallets.
And I think you're wasting Bitcoin.
So it's like, do you waste your sats for basically an open edition?
The Omni one?
Yeah.
Bro, they got a collection on ETH that's at fucking zero.
Like, zero.
You can't even tax, loss, harvest that shit.
Like, there's not even a buyer on the other side.
So, like I said, I mean, sometimes people sit here and they're like, oh, we didn't talk
about it on this show.
Probably because it's dog shit.
Not because I'm trying to keep it for myself.
I'm just being honest.
You know what I'm saying?
Like, we will share anything that's being spoken about, right?
Even if I don't have access to it, I mean, what good is it to keep it for me or for you,
right?
So just be careful with your sats.
Not saying that everything we know is the best.
Not saying everything we buy is the best.
But it's also, there's times where you shouldn't be kind of, you know, right now, runes and
pre-established projects to make positions for the future is, quote unquote, what the meta
is, right?
So you're looking for a way to get exposure to some type of DeFi, which is coming.
If you're in this ordinal ecosystem, or you're looking to take advantage of people who have
that mindset and you're trying to find deals on JPEGs and other assets, right?
So it's kind of like you're stuck in between that right there.
So until then, I'm more or less just stacking sats, right?
I think there's a couple, I think Inked, Oni, and maybe one or two more that are kind of the
talk of the town and are yet to come.
But other than that, I mean, there's nothing else.
All these smaller plays are taken away from potential runes or just DeFi that you could
be trying to position yourself to take it.
Or Pepe.
Yeah, anything.
I mean, in that sense, there's a bunch of like, oh yeah, or Pepe's are coming out that
are free.
But there's just a bunch of stuff that's free though, swag.
That's the thing.
Like, you're not spending money and that's the difference, right?
Like, these little...
True, but you can position yourself a little better if you do have a little bit.
I don't remember exactly what it's going to be, but I think a lot of people will go based
on what the...
I had a conversation with Lynn.
I don't want to do it again on a recorded space, but, you know, he's going to be looking
at collections and OG collections and, you know, say for example, Puppets, like he'll
pick a certain number, like 500.
He'll take a snapshot and he'll pick those wallets.
Like, I think people will show up on Mint Day and be able to mint some more Pepe.
What did you guys, didn't Puppets get airdropped something yesterday again?
What was that?
They got a chance to mint the female version of the Puppets.
Yeah, I had an issue.
I had like, I just didn't have my computer with me, but yeah, I wasn't able to mint.
I didn't have enough in my wallet.
I mean, I'm not going to lie.
I grabbed one this morning.
Or no, I grabbed two more little Puppets.
It's just a Puppet with tits.
I mean, I like the little Pups better.
I'm not trying to be a hater, but the little Pups are actually cute.
And I mean, look, we've yet to have a cute meta.
I want to, I want to explain to you how chess works.
You know what I'm saying?
We've yet to have a cute meta.
You collect all these pawns that look like pawns right now.
When the cute meta comes up, these aren't, these are no longer pawns.
They're attached to an established collection.
Cute meta is here.
These are a reference to them and boom.
These are all now knights and bishops and worth more, right?
So wait till Ordinal Dragons comes out.
Wait till you start seeing a lot of these heavy color and that's what's flooding Magic Eden.
And then people are going to look for things that are in the same kind of aesthetic class and kind of continue on, right?
We saw OMB, PMB, right?
That made sense because that was the kind of art that was circulating around at the time.
So once we kind of get into this cute meta, I wouldn't be surprised if we see the little Pups run
when we have Ordinal Dragons comes out and a bunch of other heavy color, thick line, kind of cute meta art.
So that's kind of how I'm positioning myself with the little Pups.
So let's get rid of this.
So it's Ominous WTF.
There's a wallet checker up there.
Plus if you held Runestone, NoMonkeys, QuadumCats, OMBs, PMBs, BitcoinPuppets, OnChainMonkeys, DMTCats, BitcoinFrogs,
or Wizards of Ord, our BTC Ordinal,
you're eligible to basically claim this $100,000 supply open edition.
A.K.A. please mint.
That was it.
That list was just please, please mint.
If you hold anything, if you have Bitcoin in your wallet, please stop by.
Let's hit some of these hands.
Go ahead, Unc.
You were first, and then we'll go to Miyagi and then Nifty.
I think I have a simple question.
I know like ETH NFTs were voiding coins for logistics and SEC reasons and stuff like that.
Is Runes basically a token that's a coin and basically the same play all over again,
but on a different chain and more anonymous?
Runes are a protocol.
The coins will be launched by individuals and teams.
Right, I know, but a lot of these projects are launching Runes.
Yes, but...
Can I chime in here, Chief?
Real quick.
Did you watch the Oral Coding Club the other day?
He did drop some alpha on it.
I mean, it was through the lens of jokes, but he was saying that he's launching a commodity protocol.
Well, the actual...
He's going to, you know, inherit some of the stuff we learned from BRC20 and fair distribution and stuff, I think, to...
Obviously, people are going to be stupid, probably, but...
Okay, so the one thing...
Inherently, I think it's aiming to defeat all that.
Okay, so the one thing to that is that there's no liquidity pools.
That's the way you absolve all of this, is the fact that there's no one actually putting money up.
And that's the literal answer to the fact that the SEC can't come because it's through the method of distribution, there's no money being put up.
It's all based off of perceived value from retail or the end user.
So, in a sense, I didn't sell you shit.
I mean, you chose to pay whatever you chose to pay.
In that sense, I set no price, right?
And that's the biggest difference and issue is that there are no pools being pre-established by either teams or people.
And therefore, there's not a pinpoint to say, well, you had access to XYZ token before everyone else.
You distributed this in your favor and X's favor.
So, that's the biggest difference here is the lack of liquidity pools.
Go ahead, Miyagi, and then we'll go to Nifty.
GM, GM fam, hope you guys are doing well.
Excited to be here.
Hope you're doing well, you sleepless MF-er.
Fucking staying up and shit-coining.
You doing all right?
Bro, honestly, man, like, you know when you party too hard with your friends and the birds start chirping and you look around and you're like,
you know what, guys, like, it was a good run, but I fucking hate it here and I don't want to see you guys again?
That was literally me in these fucking pre-sales last week.
I'm so glad I'm back on the orange side.
I got some Fomojis.
I got some Rune Stones.
I had to buy some orange stuff to fill my dopamine void.
But, hey, we're up for the week because of the shit coins.
And so we take that salami money, we run it into bitcoins, and we see Valhalla.
But, yeah, I do got some alpha for the gang.
I did want to note, well, I found my bookmark.
I did want to reiterate, Pixel stops being produced in nine days.
The market's in a crazy dip.
ETH and NFTs are in a crazy dip.
So if you're looking to get into something, I do want to remind people of that.
That's Pixel for the seals?
Yes, Pixel for the sappy seals.
They stopped producing on the 31st, and then all of the seals who are staked are going to get airdropped their supply.
So then, obviously, there's going to be cell pressure and all these different things.
But at that point, their ecosystem will be completed with a token, and then you have your true tokenomics.
And you'll be able to have true price action in discovery, which I think is pretty cool.
So, and then I did have a Twitter space with Saturn yesterday, and I did want to, and shout out to King Titus and Liz, amazing co-host.
And I did want to kind of bring some of the alpha that I got from them here.
So, I'll pin one of their newest tweets to the top.
So, some big alpha for us, DGent, confirmed by Hax, the dude that's one of the project leads on the team.
Day one, there's going to be, so far, six runes tradable, as well as Pup's token will be tradable day one on the order book.
The way that the Saturn works is that it is UTXO-based, and that's how they're able to have order books.
So, to kind of give, like, a lot of us an example, because a lot of us use Liquidium, you know how, like, when you put your offer up or, like, when you're trying to borrow and somebody on the other end signs it and then you're good to go?
Or sometimes, if you spent the UTXO, it'll be, like, action required.
That's kind of how they have it set up on the order book.
So, you'll be able to do everything UTXO-based, the same way that Runes runs on.
And then they're looking to onboard more projects to launch day one and have it kind of ready to go.
So, I thought that was pretty cool.
And, you know, they're onboarding more people onto the team.
So, I thought that was some really cool information that we can go into preparing us for Runes.
I was in that space with you yesterday.
I was listening to them.
And then, I mean, granted, because it was you guys and I heard them talking, I went in and I tried to use Saturn.
That shit's still dog shit.
You know, I mean, I'm just being honest.
I couldn't understand Jack's shit.
And I didn't need any crayons yesterday.
So, we'll just put it like that.
You know, it's pretty fucking hard still.
But, and then they also implemented something that if you're an OG and you set up your Saturn wallet,
you now have to move the RUG tokens you have to their new trading wallet because of their new setup.
Anyway, that's cool.
But, how are they planning on launching these tokens or have confirmations for these teams?
Like, do people not understand that these teams actually have to launch the Rune before they can be listed day one?
Like, I highly doubt anyone besides Casey is going to have an actual Rune day one.
Right?
I mean, mind you, you got all the millions of miners and everyone trying to snipe that block.
And then, I mean, maybe you do launch day one.
But it's like, you have all these confirmations.
You're building up hype.
You're building up marketing.
But, at the end of the day, you're still left with the execution risk of, what if Pups does not come out day one?
I mean, that doesn't make Pups invalid or less valid.
That's just reality.
Like, 90% of these teams are not going to be ready day one or be able to launch day one.
And that's just what it is.
It's not a shot at anyone, right?
It's just kind of crazy to see or see it advertised and marketed.
Like, come shop here when you don't even know if you're going to get, like, inventory.
You know, but you're already telling people that it's the grand opening and you're going to sell them everything.
So, at the end of the day, regardless of in this runes mania, it's one of those things that I want to remind everyone.
Buy all the IOUs you want.
At the end of the day, it has to, you know, convert over.
Whoever owes you that has to go out there and put in the work to make the IOU worth something.
So, I just wouldn't get caught in this whole narrative of it'll be ready day one.
Because they probably don't know if they'll be ready day one.
So, just don't get discouraged is my whole point, right?
That, oh, pups ain't shit.
They're not out day one.
Like, no, that doesn't mean anything, right?
Oh, R6's not out day one.
They're not shit.
Like, no, you can't make your decision like that.
Like, this is going to be heavy.
It's going to be hard.
It's going to take a lot of devs to sit there and kind of get through.
And it'll come out.
It just probably won't be the minute that everyone thinks it will or, you know.
So, that's just kind of crazy to me that everyone's promising that.
But, I mean, hopefully.
We need to start fudding this shit, bro.
We need to start fudding runes.
At the end of the day, everyone's bending the knee to Bitcoin.
I'm just saying we need to start fudding.
The mercy of Bitcoin.
You can have plans all you want and Bitcoin's going to be like, fuck you.
40-minute blocks.
What now?
And then now you're like, yeah, now you're dumb.
Now you did a bunch of mess.
You're sitting there staring at your computer, 40-minute block, and now you're stuck.
So, what's going to happen is a lot of people are not going to get that block, right?
But they're going to get the block on that day.
Another block, right?
Like, the after block, right?
Like, the after block fight.
That's like...
Yeah.
Probably not the derps, though, because they said they're going to do it at the lowest fee
rate possible.
Yeah.
So, you're just...
I mean, like I said, that doesn't discredit the team.
It's just the reality of it.
And then someone, what if someone that we don't even know comes out and they're the ones
that, you know, put it on the table, spend the cash and come out as one, as being the
first.
Now what?
Now all of us are sitting here with, quote, unquote, like egg on our face.
Like, damn, we placed $150,000 bets on fucking R6.
And now you got Joe Schmoe with a fucking note in his computer that launched and he got
the first rune.
So, you know, it's always...
That's always a looming kind of thing.
So, just to keep in mind, too, in this mania that there are a lot of factors that, you know,
we don't always talk about but can occur.
Let's go to Nifty and then we'll go through the hands and then we'll keep it going.
So, go ahead, Nifty.
Hey, brother.
Thanks for bringing me up.
I totally agree with what you guys were saying about the IAUs.
But my question was, so with BT Machines, first question is, do you know when that snapshot
is for their airdrop?
And then, do you see a retracement in rune stones after the airdrop?
And what do you think the new entry will be for the rune stones after the snapshot?
I don't know anyone that's only holding a rune stone for the Z-Bit.
I feel like that's just icing on the cake.
You know what I mean?
In a sense, I don't, in my circles or anyone that I know is not saying, hey, I'm waiting
for my Z-Bit airdrop in order to floor it and, you know, buy a new rune stone.
So, I think people are trying to associate the two.
But if you also notice, rune stone hit point, I think 048 or some shit before BTC Machine
even announced anything or a Z-Bit airdrop, right?
And so, you haven't had much price action just due to that news alone.
I mean, in all honesty, I love the BTC Machine, but I'm going to just keep it real.
I've seen probably about tier, you know, like top tier KOLs mention Z-Bit, a lot of them,
in the last week.
You know, obviously in some type of organized way.
No disrespect.
But, yo, that price is still at 84 cents.
So, I don't know if y'all, I don't know what's going on.
You know what I'm saying?
Because it's having a lot of attention and action, but yet we're not seeing price action
correlate directly to it.
So, could it be a lagging indicator?
Maybe.
Could more people be trying to, you know, see how much they get for holding a rune stone
before they go buy?
A lot of factors, right?
But, in reality, I've been monitoring Z-Bit very, very closely just to see if there is
going to be price action from all these KOL inputs.
And, I mean, we're still ranging in the same 84 cents to maybe 87 this whole week.
So, something to keep in consideration, too.
I mean, there is hype, but there are separate ecosystems.
And just having access to Z-Bit and not understanding what the fuck you can do with it is where most
of the BTC machine people have been.
And so, until you can figure out how to apply Z-Bit into Satoria and all that other stuff,
I think that's when we'll actually see price action over there.
Gotcha, brother.
And so, you think even though there's really not any IOUs for accumulating or basically
staking or mining the rune stone, do you think it'll maintain that price all the way
up into the halving?
So, rune stone is a little bit different because it's an actual allocation.
So, you have to have your rune.
Like, if it's worth 50 coins, then you have to, in a sense, have a rune stone in order
to get 50 coins.
R6 is a little different because R6, I can hold my R6, mine all the way up until the halving,
and then sell that and still just keep what I've mined.
So, I don't need the, quote unquote, think of it as like a physical device.
I can move it to Miyagi, and Miyagi can go mine after the halving or use that R6 as a
lottery ticket for the bigger allocation, which is what happens is going to happen with
R6, right?
So, I think that the IOU is only going to, like the rune stone one, we are really going
to have price discovery when you figure out the, quote unquote, amount of tokens that is
going to be per each, like, IOU, each stone.
And then you're going to have the math magicians come out and be like, if it's at this million
market cap now, if there's this many tokens inside, each token is going to be worth this
and it's undervalued.
And at that moment, it's either going up or down, like tremendously.
And it'll be that, that'll be the teeter-totter pivotal moment when people can do math.
Because right now, they're basing it off of the base allocation rather than the individual
token itself.
Once you figure out how many tokens you get, which is similar to how we're seeing Runex
run, which is surprising because Gigi Sedante and the team yesterday, when he started adding
physical numbers to the allocation, 700 tokens, a thousand tokens, you had the math magicians
come out.
And the floor price is damn near two times since that, right?
Because people are like, shit, 700 tokens per buck, this amount of boxes, boom, boom, boom.
And that's how it goes.
So, we haven't had that with rune stone.
And due to the fact that you have to, quote unquote, have it slash redeem it, I think
that there's a chance for that discovery.
Rather than Arsic, you're playing the lottery and you already know what you're doing, right?
After the having, you have your Arsic.
Each miner is an entry into a bigger chunk than what was mined amongst everyone.
So, two different ways to kind of play the game theory aspect, right?
Just talking about the main two.
And then, ultimately, there's a million other rune projects that have their own game theory
and whatnot.
So, hope that helped, man.
Yeah, I appreciate you guys.
I mean, your take is, you guys just aren't, you guys aren't willy-nilly in it.
You know what I mean?
You guys have done your research.
I really appreciate it.
And keep up the great work.
Well, I've been doing research and I'm thinking that there's just too many people and their
expectations are too high for runes.
Like, everybody's waiting for it.
And, oh, man.
It's going to be like, with this space, when everybody's expecting something, it just, like,
it's like Blast.
It kind of reminds me of Blast, where everybody's like, oh, Blast is coming out.
Blast, Blast, Blast.
And then Blast comes out and it falls flat.
I just hope that this isn't where we're just building this up to be like the Super Bowl
of Ordinals.
And then, kind of, like, it doesn't work.
And then, like, people are getting rugged.
And it's just like, I hope it doesn't bring, like, the first, like, week isn't, like,
a bunch of FUD.
And, like, I can't believe this is the way this turned out.
It is a good question.
If Rune doesn't work, if Rune doesn't work, I anticipate 15 to 20% of everybody gets washed
out of the whole fucking space.
I hope it doesn't work so, like, I could buy more in the beginning.
So, I really, like, bring the FUD.
Because I'm, yeah.
You guys need to, like, understand, like, this is, like, the next step of, like, a Rune client
is your next opportunity into Ordinals, like.
I'm super bullish on Rune's.
I just, anytime anything's been this hyped, it just doesn't work on Bitcoin.
So, I'm just, like, hoping that we're just not bringing this.
It's not a thing, though.
I keep fucking, like, I keep hearing this.
And I'm not mad at you, Expresso, obviously.
But people are not understanding what the fuck is happening.
Just be, and I know you understand.
But from a psychological standpoint or a sentiment standpoint, it gets a little bit like, oh,
this is a crowded trade.
Okay.
Are the token standard on Solana SPL a crowded trade?
Specific SPLs that get created become a crowded trade.
But the only way to create the meme coin is by creating it using the SPL or token 2022
standard, right?
Which is indexed through Metaplex.
So, it's available, or FluxBeam.
So, it's available on-chain across everything.
ERC20, blah, blah, blah, blah, blah, blah.
That's all this is.
Is it's a natively indexed to the Ord IO protocol, just like all of your inscriptions are.
And it's a lot easier to catalog and track and create these tokens in a way that is less
burdensome to the blockchain and easier to transfer from user to user so that you can
get the feeling of fungibility out of them.
It's like, there is no such thing as a, maybe the Rune Stone trade is crowded.
Maybe the Arsic trade is crowded.
But there's no such thing as, I don't think there will be, like, I think there will be
limited opportunity in Runes because it's going to be crowded.
That doesn't exist, right?
Because, like, BRC20 isn't crowded.
I mean, we could argue it is.
But, technically, it isn't crowded.
It's just PUPs is a crowded trade, you know?
Or Ordi is a crowded trade.
But there's no future for BRC20.
So, to think that you're going to find, I mean, there could be, of course.
BRC20 2.0, I should definitely not say that.
I am super fucking bullish on Ordi.
Let's just put it out there.
But I don't know the future of BRC20.
And I also don't know how directly that's going to correlate or how much of a foundation
or a staple that's going to be to the Ord protocol.
I do know those answers about Runes, right?
And this is where it becomes, like, a totally different concept.
Go ahead.
Why weren't we so, well, why weren't we so, I mean, we all, like, what is it?
You know, fool me once, shame on me.
Fool me twice, shame on you.
Because we all saw Ordi.
We all were there.
We watched that shit open up, and it took months for that stuff to pump.
So, are we just basically saying, I'm not getting screwed again?
Like, not everybody can get gen wealth.
Well, here's the thing.
Here's the thing.
Like, here, I'm going to just fucking dive in really quick because we're talking about
Runes and stuff like that.
So, like, take what I say at, you know, face value.
Like, I don't know what the fuck I'm talking about a lot of the times.
Yeah, that's what I say.
I say that, too.
But, like, it is a crowded fucking trade.
Like, let's be fucking real, bro.
There's a lot of motherfuckers that are going to grift this shit, and that's just the fucking
reality of it.
Just like any other project, NFT, hype, blah, blah, blah, blah, blah, insert your bags or
however you made money.
You want to bet on who has the most money, who has the most influence, and who knows the
most people.
Like, dropping runes to people is fucking expensive.
And we all know this.
Like, well, most people know this.
For those of you that don't, it's fucking expensive to do.
And the people dropping them aren't fucking making money.
Well, they're not dropping runes, too.
They're not dropping runes.
The miners.
Excuse me.
They're dropping the miners.
Right.
The miners, the inscriptions, so on and so forth.
Which is expensive.
It's expensive as fuck to do that.
How can I say it's crowded when, like, there's so many...
Oh, no.
Here, let me finish.
Let me finish, bro.
It's crowded because, like, a lot of them are not going to be able to deliver.
Like, they're not, bro.
They're not.
And a lot of them are going to eat the attention of others.
And I'm placing my bets on the ones that are going to eat the attention of others because
I'm betting on the people that are running them.
So if I were to bet on XYZ, it would be like R6.
It would be like Tiny Vikings.
It would be like Leonidas, the...
Like, that's what I'm betting on.
It's not the actual fucking rune itself.
It's whoever's running the fucking shit.
Because I know you got to find the motherfuckers that are hungry because people that have the
miners, they're not making money off of royalties, okay?
They're going to make money off the runes themselves.
So they need this shit to succeed.
And whoever has, like, a bigger bag, like, a bigger fucking, like, you know, like, dry powder
and shit like that to make moves.
Is who's going to end up succeeding?
A lot of them, I think, are just going to completely fucking flop.
Like, they are, bro.
It's just the reality of it.
It is, bro.
I mean, it's shit coins.
How many shitters flop a day?
Let's just be real, bro.
I mean, like...
Don't flop off the jump.
Not, like, have, make money and then flop.
Like, I just don't think a lot of them are just not going to be successful, period.
How many shitters don't make it, bro?
And the only reason you start off and you get that green candle is because...
Because you have liquidity and there's an LP, there are none of that on this side.
There is no way to get...
All right.
So if we're talking just general shitters, what is market cap currently between the three?
Three chains of non-fungibles.
If anyone has the number for, like, the BTC side, I'm sure Ethan...
Ethan Solan is probably easier to follow.
But, like, in comparison, what is the percentage would you get?
Let's just add, like, the BRC20s, right?
Like, BRC20 is, like, almost like a $5 billion fungible ecosystem, let's say, around there.
That's it.
Like, $5 billion.
Maybe a little bit more.
Yeah, so anyway, the whole point is, I just don't want us to forget, this is a shitcoin standard.
You're betting on shitcoin teams, and, I mean, it is what it is.
Whether or not that they have something valid on the outside, this is a shitcoin protocol.
They're launching a shitter.
Not by my words.
By the fucking creator's words.
Not mine.
No one gives a fuck what I gotta say.
This is the guy that made it.
He called it a shitter.
So you can go dress the pig up how you want.
At the end of the day, it's a pig.
So, you know, we're just being real.
Well, I made a post the other day, Chief, stating that how many of these runes will actually have utilities or integrations or have well-thought-out plans.
None.
These are all homeless people, bro.
There is no fucking utility.
These are homeless people giving out IOUs on the street, and you think that's...
That's exactly...
Yeah, but I think you'll see people using the utility as a way to sell their IOUs.
Yeah, of course.
You can speculate on that.
That's why we're not selling IOUs.
No, but some rune tokens will do something inside of, like, some ecosystem, right?
So, like...
It all depends on where...
Yep, and IMSO will be in that 1%.
Thank you, Toot, for giving us the mathematics of that statistic.
Yeah, Tiny Blankings will definitely be there.
Okay, Alpha.
Well, I guess we'll be in the 1%.
All y'all got...
Y'all are pissing on all the people down there's face.
You know what I'm saying?
Trying to piss over each other.
You got a bunch of people in the crowd with piss on their face now.
Because it's like, oh, I'm so tiny viking.
And they're like, oh, both of y'all got small meat.
Let's go to the hands.
Let's go to BD.
No, I'm going to piss more now.
Pee on your balls when you stand up, Chris.
Think about that.
All right.
Go ahead, BD.
I didn't choose to be born with a micropenis, Chief.
Thanks, dude.
That was fucking hurtful.
It's reality.
Go ahead, BD.
Go ahead, BD.
You're sponsoring the show, Chris.
Doesn't mean you can piss all over us, bro.
Yeah, we didn't have to bring up the micropenis thing either, dude.
That's fucking crazy.
Can you get me now?
Yeah, go ahead, BD.
Yeah, I just wanted to come up and say I do not fuck with Pepe Ordinales anymore.
I think Espresso mentioned it when he was talking about the hyped mint.
Of course, I'm in no position to advise anyone, especially since it's a pre-mint.
But that sent, so to this wallet, Prisil Bushi, they did just send me off.
For me now, it's just Uniforce Ink.
Before it was Uniforce Ink, Pepe, and others.
But right now, it's just Uniforce Ink, straight up.
So yeah, that's, by the way.
And I also wanted to talk about T-Cast, or the role T-Cast will play in all of this.
It's going to be pretty important, and the number one meme, just by the way, is probably
not even available.
They don't have a Twitter account right now.
But my concern right now is this project, this Prisil Project, that are already making
their T-Cast public.
I wanted to ask, is it possible to, like, snipe T-Cast?
For instance, I know BTC Machine will be using the ticker Z-Beat.
What if I just, on launch, I just rune Tickers, though?
Rune Tickers originally are going to come out at 13 characters long, so everyone is redoing
theirs.
And it is possible to snipe, so I wouldn't be publicly putting out your 13-letter ticker
just yet.
Oh, cool, cool, cool.
So it cannot be four, right?
Is that what you're saying?
No, it cannot be four, not originally.
It's going to eventually get to the point where it can go down in size, and you're actually
going to have to pay more in order to establish the rune.
Assuming Casey continues the same kind of original format that he proposed, it's going to be similar
to license plates.
If you want that one-letter ticker kind of thing, not only are you going to pay a premium,
but you have to wait until that becomes available.
And then you can pull up and say, hey, I'm willing to pay to have the letter X as my rune.
So it's going to be kind of a, there will be a level of intentionality that has to be
present in making this shit, right?
Because it's going to cost money, not only just a little bit amount of money, but, you
know, setting up and then you're going to do all this with hopes that someone goes and
buys it on the other side because you don't have a liquidity pool.
So that's another issue.
Go ahead, Ruto.
Bro, 13 characters?
That's, wow.
Yeah, it's 13 characters to start off.
You know, does Swag want to go before me just because I, I, I, yeah, just quick, quick
note on, uh, on, based on the Orinals Coding Club, they, uh, Casey had mentioned something
about potentially reserving.
And I think like he was just in his thought process of like, you know, trying to dissuade
people from cyber squatting those names.
I don't know if it's going to be what sort of criteria, but it was a mention yesterday.
Did, uh, did that clip get voted already from the Coding Club?
I referenced it.
They said they were putting it on YouTube.
Cause I referenced it earlier in the week.
And I was just telling people that there was, you know, some runes alpha in there and it
was worth a, a view, but you know, they hadn't had the link.
No, it's beyond that, dude.
I got, I am so, so bullish.
Appreciate that swag.
Yeah.
From what I know and what I saw, it actually shows you the actual, like how the command line
input's going to look for when you're deploying the rune.
And so you can, you know, Raf, Raf, Raf does, uh, Raf does a screen share deployment of
a coin called Scooby Snacks at the end.
That's fire.
Go ahead, Ruto.
That's how you guys want to learn.
Just go watch the video.
Go ahead, Ruto.
Yo, GM, GM, everyone.
Sorry to, uh, steer away from some ordinal stuff really quickly.
Um, just huge shout out to obviously all the, all the OMBs and fucking node monkeys in
here.
It's just, it's just ordinals everywhere, baby.
We love to see it.
So, um, I will kind of break down, uh, some other alpha that has been kind of coming to
fruition more and more on the timeline.
So I pinned up two tweets at the top, uh, one specifically CryptoValleys and, um, I've
been, I've talked to the team for, for like weeks now at this point, but if you guys haven't
been following along, um, in the blast ecosystem, CryptoValleys has essentially taken over as
like the new skinned, um, better version of like DeFi Kingdoms, um, on blast.
And for those of you who haven't been around long enough to have remembered DeFi Kingdoms
or even games like, um, uh, BridgeWorld from, from, uh, TreasureDow, these games made absolute
multi-multi-millionaires.
And so I'll give you like a quick little tidbit, the CryptoValleys PFPs or the characters themselves
minted, they were free.
They got up to a 0.8 ETH floor, um, a thousand ETH volume in just 24 hours.
And also the token yield, which you use in game itself, um, to purchase or to stake or
purchase, um, seeds that you can go ahead and farm.
To give you guys a good example of like kind of how much money people have already made
doing this, when the token launched for yield, it was at around 5 million market cap all time
high was around, uh, shit right now it's sitting at a hundred million, but it was sitting at
about 180 million.
And so by farming your farm on, on CryptoValleys, you're able to earn yield.
And then by staking it, you earn more as well.
So I'm not going to say that people should get into this.
I think the only way you kind of win a lot of these games is if you go in with size, very
similar to how it was in the early days of TreasureDAO and even DeFi kingdoms.
But if you're someone who like has extra liquidity or you're someone who wants to maybe even earn
a couple of bucks, uh, and when I mean a couple, I mean a lot, um, I would highly recommend
checking out CryptoValleys.
I'm not going to show like a referral link or anything like that, but let me give you an
example, if I were to buy, if I wanted to purchase three seeds right now, three premium
seeds to farm on my farm right now, it's going to cost me 2,400 yield in order to get 2,500
yield.
It's going to cost me seven each.
So just to put it into perspective, like how much money people could have been making,
um, on this game already, if they got in maybe literally just two days ago.
Um, in my opinion, as blast ecosystem is getting more, uh, more eyes on it in the coming month
with a lot more of these DeFi protocols, like doing airdrops.
I think this game is going to continue to go up even more.
Um, so like for right now, if you're only able to get, you know, a thousand or a hundred,
uh, yield in order to purchase some either Pico seeds or basic seeds, I still think that
there's an opportunity for you to basically just turn the money printer on for you, uh,
with this game.
So I just wanted to put it in people's, uh, radar.
Um, don't fade these types of games, man.
People make literal millions of dollars playing these.
Is there only one token?
What'd you say?
Is there only one token?
Yeah, it's just yield.
It's just called yield.
Oh, okay.
Yeah.
Then that, that might work.
DeFi kingdoms fucked up when they try to add all those down.
Oh dude, I know they, they, they bombed doing that shit, bro.
And then honestly, even bridge world, uh, made a lot of different mistakes as well.
But I mean, this game is super simple.
Um, there's a referral code system.
So that's a separate way to earn even like points multiplier on your yield.
As well.
So the alpha is to get to level 10 or level 15 as fast as possible because you get multiple.
Yeah, did he vanish?
Is that me?
That's you.
What'd you say?
Hello?
I hear him.
I can hear you too, chief.
The fuck?
Yeah, I could.
Did you, were you done?
You're still talking.
Yeah, I'm still talking, dude.
He's still going.
All right, chief.
Anyways.
So what I, what I am saying is that if you are someone who likes to participate in these
kinds of games, um, you do have a little bit of liquidity and maybe even, even if you
don't have much, um, and let's say, I think with these kinds of games, you have to go in
with a little bit of size, maybe like two or three each minimum just to get your farm
going.
But if you're able to leverage like your audience, if you're someone who has like a
decent, decent sized audience, then you're able to like get more referral codes as well.
Um, I just think the yield on this is, is fucking insane.
And there's not that many people talking about it yet.
There's obviously a ton of smart money and like kind of whales who are already jumped
in on this.
But in my opinion, with far more liquidity unlocks happening on the blast ecosystem, the
next, you know, 30 to 60 days, I think a lot of eyes and liquidity is going to be
rotating into this because the yield is so high and, um, the opportunity to make a ton
of money is just here already.
So if you guys are interested, I did pin that up at the top.
If you wanted to check out like, um, the characters or even you can go to crypto valleys and just
check out the website, just get familiar with the game.
That's something you're interested in.
I know most of you, you, you motherfuckers in here love ordinals.
So like maybe this isn't for you.
Um, but also blast hoods minting, uh, Monday at 11am Eastern.
So if you guys do have a whitelist for that, I know the TDA gave out a couple for that
as well.
Uh, mint is going to be 0.03 public is going to be 0.04.
Um, I like the IP.
I think it's going to do pretty solid.
We saw one recently that if you minted, it was like 0.03 ran all the way up to 0.4 ETH.
So just some more opportunities than blast ecosystem.
If you guys haven't been paying attention.
Appreciate that, bro.
No, uh, I think blast hoods do well too.
The, the IP is very unique in that sense.
I mean, I just, I want to see something that blast do, do well, dude, that sushi, whatever
the fuck that exploit that happened yesterday was a big, uh, like just continue.
I mean, I don't want to say nail in the coffin, but it's definitely deterring people from going
over there.
You know?
Uh, I mean that, that, that was like a money glitch.
You could send yourself your balance and you just had infinite money.
So, uh, uh, GGs to that guy, whoever figured that out, dude, that was like the Silk Road
fucking, um, that was like the Silk Road exploit that happened too, where you could, you could
just, uh, resell or like you can just press the sell button on an item and just keep printing
more and more Bitcoin.
So it was like a similar exploit.
It's fucking crazy.
That's what Jimmy did.
And he got like 50,000 Bitcoins from it.
Yeah, the dude from SushiSwap yesterday, I think he got over a thousand that he did.
All he did, not SushiSwap, but whatever the blast sushi protocol, SSS.
Um, yeah, he basically just doubled his money until he had the amount that was in the liquidity
pool and then just drained it all in one go.
Um, so shout out to that guy.
Ruto, do you know, like, isn't there a threshold of like 40,000 yields for you to be able to
unstake your, out of the protocol?
Well, like, isn't there some kind of lockup or you can't, you can't withdraw your money
and you don't get to it?
The, the, the lock, the lockup is a standard for everyone.
There's not, there's no like, like it wouldn't, plus it wouldn't make sense for your, for the,
for your limit to be like, okay, if you've staked the most amount, then you're allowed
to, to take out.
That wouldn't make any sense.
So it's, it's the same for everyone.
I'm just making sure if people are shrimps and they put like an ETH in there that they're
eligible to withdraw it.
If that's not something they want to play around with by the end of the weekend, I'm
just making sure there's no like strings attached or anything like that.
No, no.
With, with, um, on, if we're talking about, what are you talking about?
Are you talking about just blast staking in general?
Or are you talking about, I just heard, I was, ThreadGuy did a whole space on it yesterday
and obviously Mika followed him in and she was saying like, I can't even withdraw this
after I staked it.
That she, she must have staked prior then.
Um, that's, if you staked prior, like as soon as, uh, mainnet would, like if you staked
prior to mainnet launch, um, then you're staked bro.
Like you, you can't pull out, you can pull out, but you have to, uh, you don't get your
points multiplier, for example.
So like, it's not stuck in there.
So I don't know what, maybe Mika was just messing something up.
I don't know.
Well, doesn't blast have a 14 day kind of pull out time.
That's probably what, what I think.
Yeah.
Yeah.
Yeah.
That's what, that's the thing.
It's, it's your money's not stuck there.
X, you just can't, it takes like unbonding, like as if, you know, regular staking, it takes
20, 14 days for it to be able to get out of the unbonding curve and be able to be pulled.
So yeah, you can't go in and out.
Yeah.
But I think that's, that's only if you're depositing it and withdrawing it through the blast IO
bridge, if you use like orbiter finance or whatever, you can leave and come and go.
Yep.
That's a fact.
So I just don't want people to fade, um, blast.
Even if it's just a little bit of ETH that you're staking, restaking, getting yield on
for some of these platforms.
Like the, the points, all of these platforms have, are going to be distributing a hundred
percent of all of their staking rewards from blast to holders or users.
So if you're just bored and you don't want to risk any money, then why not just, you know,
even stake a little bit and earn, earn some points, um, and just get some airdrops, man.
Like, I don't know, free money, bro.
I don't know.
People who aren't doing it just doesn't make sense to me.
It's literally free money.
So before we go to Titus, appreciate that, Ruto, um, pin something up to the top one
year anniversary of knock amigos, shout out to all our knock amigo lovers, uh, great pixel
art, but today we have the new or the actual artist come out.
So he says, I am the artist behind knock amigos, cloaks, crypto trading cards, how froggy
bobbleheads happy birthday to knock amigos.
Thanks for the incredible year one.
And he posts a picture of all the different traits.
His name is mills X art.
Uh, this morning when I caught his page and he had this, he probably had about, uh, definitely
less than a thousand followers, maybe 800.
Now it's up to 1.1 K, um, floor price is somewhat still consistent.
Didn't really tank, didn't really go up because of this.
So I just wonder if this was like a punch to the gut to all the, the diehard knock amigo
lovers, or if it even matters.
Cause they saw up themselves as the thinking people, is it cause of all the little people,
little subtle hints.
And now people was the, the creator of the knock amigos cabal.
So yeah, they, now they saw behind the curtain and now they're just sitting there like, I
didn't want to know the truth.
I wanted to speculate.
Like, yep.
So if you're a knock amigos holder, there's your artists, go support the guy.
They sold all their knock amigos for Bitcoin puppets.
So they're fine, dude.
But the, the pixel art is fire.
I mean, you can't hate on that.
I mean, regardless of whether the dude's known or not, the art is good.
So GGs to him, uh, shout out to him for coming up and, you know, happy one year.
Go ahead, Titus.
GMGM.
So, yeah, I just want to say, uh, the double top on what Rio was saying that, you know,
we're about to run back deep by summer with a twist.
So, you know, I would keep an eye out for the next, you know, wonderland.
I'm not saying you need to throw the kitchen sink at it, but, you know, they're going to
run these back with, you know, little, little adjustments, you know, little twist here,
little twist there.
And, you know, I don't know about y'all, but, you know, I made a huge bag off these, you
know, algorithmic stable coin fucking shits.
You know what I mean?
And so, I mean, you know, obviously it was all bullshit, you know, it's a carousel, uh,
you know, don't put more, you can afford to lose, but, you know, I would just keep an
eye out.
I would study the previous trends of the market and go back through deep by summer 2021, see
what was popping, look at how those programs played out.
And as soon as you see something less like it, I would do some research and maybe, you
know, investigate it.
Yeah.
We need the wolf game of blast.
It's already up.
Yeah.
That's already up.
That's already up.
But I'm telling you, bro, it's, it's going to be crypto.
It's going to be fucking crypto Valley is going to be this cycle like DeFi Kingdoms and,
and, uh, TreasureDAO, uh, BridgeWorld.
Y'all got hamster racing?
Shit.
I don't know, bro.
Probably, man.
To be honest.
Yo, hamster racing.
That's YOLO games.
Hamster racing was some of the best fuck double do not steal fucking hamster racing for YOLO,
bro.
I know it's you.
Um, hamster racing was some of the best fucking fun we had in the summer, bro.
So, so, I mean, you can't, you can't beat it.
Um, I'm going to pin something up to the top.
Little sappy.
So, this was an initiative, uh, and someone correct me if I'm wrong, but this was an initiative
over there on the Cardano side, right?
For an expansion of the sappy seals kind of universe, right?
And they created this.
And now they actually have already secured a deal with, uh, a cafe in Seoul, uh, South Korea.
And so, they are now petitioning for, uh, you can fill out the form up top.
It is, uh, three little sappies and one sappy seal to be the basic face of this new cafe in
South Korea.
So, making moves on the IP front to kind of go forward.
This was a community initiative to continue to expand the IP of the brand itself, sappy
seals.
And this is just one of their derivatives, which is kind of interesting because I remember
months ago, Eddie was just explaining on how Wobb fully backed this kind of pursuit, right?
Of having individualized, uh, niche communities that birth from sappy seals to have just further
the IP in their own way, right?
And that he would back them and support them in that sense.
And so, it's cool to see this little sappies being kind of the first iteration.
I know that they have a bunch of just different derivatives, you know, from like a shit ton
of different derivatives.
Anyway, too many to list, but it's cool to see one going down the business plan route
and having the backing of Wobb and co.
So, wanted to throw that out there.
If you have a sappy seal or little sappies, um, fill out the form up top if you want to
be featured as the IP for the cafe.
Yes, sir.
Let's fuck go.
Little sappy's taking over the Cardano blockchain.
Um, wouldn't expect anything else.
Uh, the NIMM urge that happened yesterday, um, doing more research on it.
It looks like a bunch of people, uh, owning these NFTs, uh, that are revolving around games
got a lot.
So, Pirate Nation got an allocation, uh, AI Arena, Mint Passes did, the Pioneer role in
Today the Game did, uh, being part of the Wolves DAO.
So, shout out to Jay Lettuce Risk and the Wolves DAO.
They got fucking a part.
And then Dimension, uh, got the biggest allocation.
Also, if you held a pudgy, you, uh, you had some, uh, Prime or parallel NFTs, um, are where
it's active in the 9DC, uh, and a few chains like Gitcoin and Ocean Protocol.
Y'all got this airdrop and, uh, I was kind of looking for like maybe price predictions.
And I found one this morning, um, from this guy named OXJPEG, um, questions about how
much NIMM tokens will be worth.
Here's my model with assumptions.
22.67 of the circulating supply is slash 1 billion tokens, 9% airdrop, uh, including
the circulating supply, 13% to the foundation and long-term interest, AMM and SEXIS.
For me personally, I think this should launch around a, uh, $4, just under $1 billion market
cap.
Beam is the closest comp gaming studio plus venture arm and is sitting at 1.8 billion market
cap today.
This valuation could mean $8 per NIMM.
NIMM aims to establish and innovate evolving chain mechanisms.
All participants, including stakers, governors, and partners will be part of an economic loop
strengthening native capabilities for new application.
NIMM is doing, uh, the stake, uh, token to qualify for integrating protocol airdrops,
but with emphasis on AI and gaming, we'll find out shortly what the market thinks, even
if, even when it gets listed on AVO, um, uh, overall, I'm pretty bullish on this.
So long as the tech works team clearly gets it, they are leaning into different metas this
cycle, especially the target strong card communities, AKA dropping echelon prime participants
and pledging holders.
So basically he's saying that if this is a hundred million dollar market cap, NIMM is going to be
at 44 cents, which will be ranked 494th.
If it comes out at a $200 million market cap, that's at, uh, 88 cents, which is 326 market cap
on CoinGecko.
Um, if it comes out at 500 million, it's $2.21 cents, which is 177th.
If it comes out at a billion market cap, which he's predicting, it's going to be at $4.41,
which is 110th, but it comes out at a $2 billion market cap, which is the two X, uh, from his
prediction, it wouldn't be, it'd be $8 and 82 cents and we'll be at the $61, uh, 61 market cap.
So that's kind of like the ranges here until AVO comes out and we started pre-market, um,
trading this, I would say it probably comes around $1.50 to $2 and 50 cents pre-market,
which I only got 329.
So that would make me eligible for probably around $600 to $700.
So not bad for just holding some dimension.
Um, but yeah, that, that was one of the bigger airdrops, uh, yesterday and doing more research
on it.
Just really cool that they're kind of, you know, it's a gaming token trying to do AI also,
you know, rewarding, uh, you know, top projects and shit.
So I think they, they, they have the understanding of what this market's looking for and I'm pretty
bullish on the token itself.
So I think I'd probably hold this one, uh, cause it has, it's sort of like render it's a, it's,
it's gaming and AI.
So like wherever way we go, it seems like it has exposure to like two, uh, two narratives.
So pretty bullish on that one.
Go ahead, Ruda.
Yeah.
I'm, I'm keeping mine too.
I didn't really get that much, but figured why not just keep it.
But, um, did you guys see by any chance?
And I don't know if this is like wildly off topic, but I just saw on the timeline randomly
operation sin is still looking to mint that they had like not tweeted for like a year and
a half or something like that.
He sold the project.
He sold the project IP to some other person.
So it's not, uh, it's not, uh, llama anymore.
Nope.
It's someone else.
He sold the, I guess he sold the discord and the IP to some other person that went over.
Okay.
Got it.
Got it.
I'm surprised they didn't try to make it like a, well, what did you, what did you think?
I mean, what do you think about just dark, like black and red art?
That's really hard to get like people PFP in that.
Cause it's very, I don't know.
I guess I could say that about OMBs too.
Yeah.
I mean, I was just going to say, I mean, you know, OMBs is like really similar and I don't know,
dude, that, that thing's past his prime.
I saw llama is now like a, like a say maxi or some shit now, but I don't know, dude.
Oh yeah.
I'm in his discord.
He's just still there.
Still dropping shitters that no one's buying.
So yeah.
GG's to llama bro.
Yeah.
So, uh, if you know, Ron, Ron basically, uh, was out of the Coinbase yesterday.
So if you're in the yield guild validator and you stake your Ron in there, you're eligible
for an airdrop.
I don't know if you guys are or not.
Just figure it out there.
Um, we talked about mantra, which is a new RWA protocol launching on the cosmos ecosystem.
If you are a Adam staker, you're going to be eligible for this.
I don't know how much Adam we're getting to that, but they released nine hours ago.
Uh, this kind of wheel of fortune, like put the letters together.
What does it say?
Airdrop.
Um, so yeah, airdrop coming for mantra.
We have expresso systems.
Shout out to them.
Love the name.
Uh, got a 28 million series B round led by a 16 Z that's still in test net.
I think.
So you guys, you know, if a 16 Z is throwing $28 million, wouldn't be a bad call to get
on the test net and exploring what expresso systems do user faucet, all that shit.
Right.
So that's kind of the airdrop, uh, what we got going on.
But one thing I wanted to talk about what we haven't yet is, um, this thing that's dropping
on AVAX.
Um, I think it's next week.
We had, um, we had good old Tyler talk about it.
Um, and then we had the AVAX foundation talked about it.
Um, but the AVAX foundation wants you to provide liquidity for meme coins and they're pumping
up to tune of 1 million with meme coin rush to help scale liquidity and drive momentum.
Um, users simply provide LP for cocky new, no chill tech and Kimbo and stake hunt are, are
traded around and get rewarded.
So it's kind of like a new, I guess the AVAX foundation is trying to find a way to make
people lock liquidity on their chain and stay around.
Uh, and you guys don't want to go chase runes.
You guys want to stay on AVAX, right?
So they're basically going to have you provide, uh, liquidity and LP pools inside these meme
coins.
And then while you provide liquidity, you're going to earn points.
And then those points are supposedly going to turn into some kind of airdrop.
I don't know if they're going to airdrop you AVAX or the meme coin, but it's a kind of a
new incentive program from the AVAX foundation.
And I was pretty bullish on it.
I've been bullish on meme coins on AVAX for a while.
And this one seems to be something that I think I'll participate.
I think it starts on April 1st.
Um, I'm trying to find the bookmark.
So I, I do research in the morning.
I just bookmarked it last night when it first came out.
So I'm kind of scroll all the way down to the bottom of my bookmarks and give you guys
more, uh, official information on it.
Oh, you find that, but are, is that something anybody would be interested in doing at all?
Like, it kind of seems like it's kind of like provide liquidity, get, get points.
And then those points are going to be airdrops.
I don't know.
We kind of do that already with kind of the restaking meta, right?
So kind of interesting what you guys thought about it, but here is the thread.
Meme coin rush with trader Joe.
We'll pin up some key parts.
The TLDR expect to launch next week.
Single sided meme coin staking program points base system, um, for staking activity multipliers
to increase points accrual weekly epochs for AVAX airdrops and diamond hands, a collaborative
role.
Um, so kind of what you do, which I've kind of already explained is you stake to earn points.
The more you stake, the more points you accrue multipliers, increase your points.
Number of days staked, number of staking pools, stake Joe on avalanche or arbitrum after each
weekly epoch collect an AVAX airdrop.
So this is actually, you get airdrop actually the coin, which is pretty cool.
Um, I'd rather do that than some kind of shit coin that could go to zero.
Um, the ecosystem goal rally as one ecosystem uniting as a community to achieve a goal that
showcases your diamond hands.
Uh, so you can go to their sub stack or you can go and read all of it.
So I just pinned it up in like a thread, breaking it down.
So how would you feel about, you know, like, I mean, in that sense, you're just dependent
on like shit coin teams being successful.
Right.
I mean, I don't know.
I think that that's a little bit more less predictable yield.
Right.
And then on top of that, it would be cool if there was some type of maybe a bonding curve
or a dynamic, um, like dividend slash yield, because imagine you, you invest in a shitter
and it goes to a billy, you get the same percent of you investing a shitter and it goes to a hundred
Right.
It's one of those, like, it's gotta be weighted in a sense to where it obviously makes sense
for you to be a liquidity provider or to be involved with it.
Right.
And then it also has to be weighted towards his performance.
I mean, at least for me.
Right.
Cause I mean, that's such a, uh, Homer or, or zero kind of field, you know, there are
no mid mid cap fucking shitters like there are, but it's just people eventually waiting
for their demise.
So I think that that's the more interesting part of how the rewarding is going to go based
off of what you launch, how you go.
Is it, uh, holders?
Is it based off of distribution?
Is it based off of, you know, the price of the coin?
And so just kind of those metrics and how it affects the stakers.
Yeah.
Yeah.
It's gonna be interesting.
Uh, I like the fact that if you do, you know, provide liquidity and you do lock it up,
you're at least getting airdrop AVAX, which is, you know, the top 20 coins.
So that's the one thing I saw it.
And, you know, I've been bullish on meme coins on AVAX for a while.
And it's kind of just looking like AVAX is trying to, you know, double down on this
culture coin thing and, and trying to provide rewards for actually participating.
So we'll see where it goes.
Um, and I'll, I mean, I'll probably participate and keep you guys updated on what's going on
over there.
Um, uh, there's a one, there's one.
Oh, good.
I've been talking for a while.
We got Chris up here.
Um, first and foremost, Wales market ads Zeus network points.
So you can buy and sell, uh, Zeus network points.
And I was just going to see Chris, um, what do you know about it?
Or I mean, like how popular is Zeus?
I know it's, uh, helping be somewhat of an Oracle between Solana and Bitcoin, but I'm not,
I'm unfamiliar with the tech itself or the chain.
And so, I mean, do you have a little insight on it or do you know of it?
Sorry, as a web three founder, I take showers on spaces.
Uh, so yes, I'm in talks with their founder.
It seems pretty interesting.
And as long as it doesn't create any fragmentation, we'd be interested in it making our job easier,
but we've already built logic for our backend infrastructure to allow Solana network and
Bitcoin network to coexist inside of Bitmap Valley.
And we already have like a theory on how we can allow you to swap between our rune and
like SPL tokens and shit.
We've already also had a conversation with the bonk devs about how we could onboard more
Bitcoin people to Solana via bonk.
So we're already like working on this multi-chain infrastructure concept and going to use Bitmap
Valley as the middleman.
But, uh, if Zeus network can allow us to make it easier for the mini games that we'll be launching,
like some of them today, actually, uh, we didn't hear that here, but, um, yeah, I'm, I'm interested,
dude.
And I, and their tokens going to fucking cook.
So like, fuck the, if you, if you're like, fuck the technology, this guy talks too much.
Okay.
Well, their tokens probably going to fucking cook.
Yeah.
Cause I mean, it looks like they're, they're building basically like an Oracle system, right?
So you can go from back and forth.
But like you said, most teams that have been building for that purpose already set up individual,
like basic indexers and infrastructure, right?
Because of the fact that it's, it's hard to even do that on Bitcoin as a whole, right?
Oracles and rollups that doesn't exist.
So I think I'm the only project though.
And so Zeus network would enable more.
Like I'm the only person who already had multi-chain infrastructure built for Solana.
And we added Bitcoin to that multi-chain infrastructure.
And then we started programming the game logic to work between that, those two infrastructures,
essentially.
So like, I'm not sure there's anyone else who actually has executed any kind of cross-chain
utility between Solana and Bitcoin, except for us.
And that's not really appealing to a large audience of people unless more people do it.
So if Zeus networks enables this, then what we could also do is make everything on Solana
that already exists backwards compatible with Bitcoin, right?
Cause it works both ways.
So no, dude, I'm bullish as fuck.
You know what I mean?
But I need to see it in real time.
Appreciate that, Chris.
Yeah.
I just had a little brief information from what I found.
And then I realized that the points were available.
We've also seen this kind of points narrative with Wales market.
I mean, I don't know about you guys.
I don't know enough about this protocol to kind of go in there and put my money on the
line.
But shit, if I'm a gambling man, every time that something's been listed on Wales protocol
within the first day or two, those have typically been the cheapest you have access to that airdrop
or that allocation for the time being, right?
It's always gone up from, we've seen that with shit, everything, right?
Even the runestone allocations were trading at, I think, $600, $500, $1,000 and nowhere near the 3K with the free market.
So something to keep in mind.
Yep.
I agree.
Let me, so what I do every night when I go home is I just try to research, you know, up and coming projects.
Not a lot to do, like, research, like, not a lot of information with some of this stuff.
So I'm just going to throw a bunch of this up here to get it out of the way.
So there's this project called Rudinals.
If you own a runestone, you can get inside their Discord right now.
First come, first serve for their whitelist.
So if you do hold a runestone, I think you connect your Matrika wallet and then you can sign a Google form and you'll be able to get whitelisted for it.
A new project, don't know much information on it.
It's called BTC Slime, Slime Event.
Show off your creativity, show your fan art, tweeting about slime.
A shot of winning Slime List.
You guys can check that out.
We've got Flora up here.
This is one that he possibly brought up before, but it's a WorldCoin competitor.
It's called Humanity Protocol.
And they have a waitlist going on right now.
So join the waitlist for the Humanity Protocol testnet.
Visit cfc.xyz, sign up.
Follow the Humanity Protocol Twitter and join our Telegram and Discord.
Refer a friend to get up the ranks.
So Humanity Protocol is a human-centric blockchain.
If you go onto their website, they're basically empowering the future of digital identity.
Humanity Protocol harnesses the latest in non-invasion biometric and proof-of-humanity technology to create a world where decentralized, personal identity, ownership, equity, and exclusivity aren't just ideals, they're reality.
This is trusted and supported by Animoca Brands, Polygon, Hash, Cypher Capital, Foresight Ventures.
So, I mean, WorldCoin is at, like, I forget, it's like over a billion-dollar market cap.
This is a competitor to it that is less invasive.
I think they just use your hand and your fingerprints instead of your eye irises.
So, you know, get on the waitlist.
Maybe there's some kind of airdrop or some token to providing some kind of metric to them.
So, there you go.
Another project is called Talk.xyz.
If you go to their Twitter, Connects Wallets and Unlock Community, your favorite Solana authenticated group chat is here.
This has 552 people.
This just came out the other day.
Basically, it's like Telegram, but it's token-gated and it's on Solana.
So, it's a new project.
Don't know much about it, but it just launched yesterday.
We also have one called Sol Files.
Sol Files is where an entirely decentralized protocol, so your files are permanently available, inspired by interplanetary file system.
We took inspiration from the best and put together what we considered to be the most flexible Solana file sharing program.
So, with this app, it looks like you can share store files by using your Solana wallet.
Thought that was interesting.
And then the last one is on Sui.
Sui, and they have a premier casino coming to Sui.
So, is that something that you're interested in?
Those are the kind of things I found last night.
So, a casino, a file sharing thing on Solana, a token-gated using your Solana phantom wallet.
We have Humanity Protocol, which is a world competitor.
BTC Slime, and then Rudinals.
But, Floor, I pinned this up in the Alpha chat this morning, the Humanity Protocol.
Is there anything I missed on it?
You said you're proud of me, and you're bullish on it.
So, do you have any TLDR on it before we move forward?
Yeah.
So, about Humanity, this is backed by the Animoca guys and Sandeep.
They're both sitting on the board.
They have implemented this technology into Polygon ID.
And, yeah, I like it because you don't need an orb.
So, it seems like they're developing the tech for you to be able to scan the palm of your hands, which are unique, as opposed to the eye, which I think is more invasive.
Also, the CEO had the first unicorn in China.
It was called Tank Labs, and he's the CEO of this now.
So, it seems like they're focusing on Asia, which I can see WorldCoin not being allowed into Asia or certain countries there with a high number of populations.
So, I think we're going to have competing standards.
And, yeah, this is a good bet on, you know, humanity protocols, really, that, for me, it's going to be the next billion-dollar company, you know, the protocol that's able to prove that you're a human.
And so, they're also very focused on Web3.
So, I find that to be bullish.
And then, I wanted to talk about Zeus Network.
They won that competition, that Jupiter had a competition, and they won it.
They basically are trying to bring, you know, for you to collateralize your BTC on Solana, for you to be able to stake your BTC.
Those are going to be the first protocols that are going to be launching under Zeus.
So, yeah, I think I'm pretty bullish on this protocol that has the backing of Andrew Kang.
And, you know, it's a Solana baby, Solana Foundation baby.
So, anything that those guys stand behind, it's going to cook.
I mean, just look at the history.
But I wanted to talk about this company called Ritual.
It just launched recently.
They're focusing on AI inference.
Inferences is when the language model is basically thinking when you ask something, when you write your prompt, and they're thinking about it, and then they write the answer.
That's called inference.
Most language models spend their time during inference, like 90%.
They spend it on inference.
And this company has the backing of, like, all the Giga chats.
They have Ilya from Nier sitting on the board, and also Shriram from Eigenlayer.
They're both sitting on the board of this company.
And, yeah, they're also just partnered with a company that's working on IP.
So, you can have IP for your language models for those first outputs, which I think is pretty cool.
It's called Story Protocol.
Right now, there's no token.
It's tokenless.
This is, like, just right out of the cooker.
I would suggest you follow it.
It's called RitualNet, the Twitter ad.
I'm going to post something to the top.
You can run a node.
This is basically what BitTensor does, but they want to do it a lot faster.
With BitTensor, they do it step by step.
And the people that had a BitTensor node, those guys are all millionaires now.
So, maybe look into running a node with these guys, with Ritual.
And, yeah, just find genuine wealth.
I'm going to pin something on the top.
Appreciate it, my guy.
I always come in with the details and explanations and the big brain combo.
So, shout out to you, Flurry.
I didn't know about this, but hearing the people behind it makes me bullish.
And, you know, I just saw the Humanic Protocol.
And you look at WorldCoin, and it's being banned, and it's at a billion-dollar evaluation.
If you just basically join a wait list and, I don't know, give a fingerprint, and you possibly get airdropped the coin, I mean, that's easy money.
So, I mean, it's up to you, you know, your privacy, your security is up to you.
But you guys all have an Apple phone where you scan your face, and you're fine with it.
So, I don't know.
I just thought it was an easy way to sign up for something with a potential, you know, potential billion-dollar market cap competitor right in front of it.
So, I was like, oh, this could be easy money for some people.
So, throwing it out there.
Go ahead, Steve.
To the top, and then we'll get to the hands.
So, really quick, Frontech kind of disbanding the funding rumors, right?
People saying that they didn't have funding or that they did.
Just that back and forth.
So, seeing the funding announcements in the past week that we can count.
We don't need a raise.
So, we thought, how about we do a fun raising announcement instead?
We're taking all the VC points and giving them all to you.
So, basically, trying to re-empower the people and saying that they're doing distribution with all the funds that they got from VC, right?
So, they're going to airdrop it all out.
Really trying to bring the people back.
I mean, we already saw Frontech points soaring, right, to about $3 a point.
I mean, with this, I can definitely see a little bit more value in it, right?
And collecting and participating in Frontech.
And so, yeah, man, something to keep in mind.
And then you got the big-ass Paradigm fucking logo on the bottom left.
So, just to remind you that they got money.
I have a few threads.
I haven't talked about it yet.
But basically, breaking down what actually Frontech's going to do when they basically go to mainnet.
Or I guess this was considered a beta.
But they're doing a bunch of stuff.
They're creating, like, a native dex and all kinds of stuff.
I'll pull up that thread tomorrow.
Maybe we get into a conversation about what actually they're doing and changing up from the beta.
But let's go throw it down to Steven.
Then we'll say what's up to Eddie.
Haven't talked to him in a while.
So, go ahead, Steven.
What's up?
GM, GM.
Hope everybody's having themselves a good morning.
I did want to ask real quick because there was a little minute of time where my phone just completely died.
Have you guys talked about the Apple security issue this morning or no?
I have it in the bookmarks.
You want to go into it and then I'll pin it up.
But, yeah, it's pretty big news.
Go ahead.
Yeah, so if you're running a MacBook that's got an M chip in it, whether it's M1, M2, or M3, you need to be aware that there is a pretty significant data leak this morning that is compromising a lot of laptops.
And it could theoretically affect down at the seed phrase level.
So, you want to make sure that you're just protecting yourself and do your diligence on how to actually resolve it.
If the post that you have actually has intel on how to fix it or patch it, that would be great to see because I haven't yet been able to find something comprehensive on that.
I don't think there is a patch.
Basically, apps are going to have to build in their own patches and it's going to bog down the processing powers, from my understanding.
Dude, there's a big app.
You know what it's called?
Get a PC, bro.
You got a fucking glorified.
Or a ledger.
Or a ledger, yeah.
Literal glorified paperweight.
You can't do shit on that besides none of you guys go out there and mix music or videos.
I mean, I'm just being real.
If you do, GG's.
PC's still better.
Sorry, Steven.
Yeah, I mean, look, I will agree to disagree on that one, but that's just because I'm somewhat of a purist on Mac, and despite Windows operating system.
But that's beside the point, and not alpha.
So, if you're curious about the art alpha side of things, I am not going to give it to you until you get to 69 retweets this morning or reposts.
So, if you want to hear art alpha, do the space a favor.
Repost, because they're giving you a shitload of alpha this morning, including security breaches and shit like that.
So, protect your neck, or get yourself wrecked.
I'm going to toss it to Eddie until I see 69 reposts on the space, then I'll break out some more alpha.
All right, Eddie.
Yeah, what's up, guys?
Good to see you.
Yeah, it's been a minute.
Eddie, you're at the gym?
No, that's in an hour.
Sorry.
Yeah, man, not much changing right now.
I guess, if anything, my opinion is lower first.
So, that's kind of where I'm at.
I will say, for anyone that's out there farming blur, you're probably not going to get prices that much better than this.
So, one of the problems with blur farming is, generally, you're at risk of losing a lot of money on the ETH entities.
I think right now, most prices are in ranges where, even if it goes lower, they are near support.
So, on basically everything.
So, I'm probably going to be cracking up some of my farming on blur.
I mostly paused it up until recently, and especially on things like Campi Pandas, which look really good right now.
Yeah, wow, I was nuts.
Yeah, Campi Pandas look amazing.
I think those are going to 10, and they're sitting at, like, 2.1.
So, it's one of those things where, like, I've spoken with other farmers.
Right now, it's like, one of the problems is you need to, if you're farming, buy, like, actually intend to buy and hold some of what you end up farming.
Right now, because, you know, while you might make some money on the churn, you're actually going to make a lot more money holding some of these ETH entities, especially as rotation has come.
Because I think probably in the next six to eight months, we'll have an ETH NFT rotation, and it'll be severe.
So, that's just, like, kind of where I'm at right now.
Obviously, you know, I know this is a primarily ordinal-centric space.
I get it.
I get it.
But, like, there is, I think there's money to be made here.
I mean, you just saw with the Penguins going from 10 to 16 in, like, I don't know, a week.
That's impressive.
And I don't think that they're going to be the only ones to do that.
So, I think there's a lot of money that's, like, waiting to find, waiting for ETH NFTs to find some support, waiting for, still waiting for some clarity on, like, Blur and what's happening with that.
Because that's happening, that's changing in, like, I think a month, because there's some level of Blur integration happening on Blast.
I would probably expect that to only affect Blast NFTs and not Blur NFTs, but who knows?
And that also might actually drastically change how Blur farmers act, because they might be more incentivized to be farming on Blur on Blast.
So, I don't know.
We'll see.
That's kind of where I'm at right now.
But other than that, you know, just playing things slow, I wouldn't, and also, like, I'm not, you know, I'm not selling, personally, I'm not selling anything at this point.
Like, I think I expect lower, but I expect much, much higher.
So, I'm just kind of chilling at this point.
Anyway, how are you guys doing?
I also, totally, totally separate thing.
Might know, I may or may not have a really cool internship that I'll be telling you guys that I'm taking on this summer, but we'll see.
Like, that's, you know, wait until that's good.
You're going to go work for Gary Gensler, bro?
No, no.
Dude, if I would do that, I'd probably not be allowed to come on these spaces again.
So, no, I'm not doing that.
But I've got something else that's cool.
All right.
Well, I'm excited to hear it.
And I pinned up the vulnerability for Apple.
So, serious vulnerability discovered in Apple's M-series chips, M1, M2, M3.
A critical security fault has been found in Apple's M-series chips affecting devices since late 2020.
This vulnerability exposes cryptographic keys, putting users' crypto wallets, emails, communications, and cloud accounts at risk.
The same issue stems from the cache memory technique that mixes data with address pointers, which goes against standard practices to prevent data leakages.
This flaw can be exploited through side channel attacks, allowing attackers to reconstruct the cryptographic keys.
Researchers have developed a malicious application, GoFetch, demonstrating that attackers can exploit this vulnerability without needing root access to the device.
Urgent action requires developers of cryptographic applications must implement measures to prevent the data leakage.
But these measures could slow down processing and only affect effective on M3 chips.
Apple acknowledges this issue to provide guidance to developers to mitigate techniques called the independent timing.
But its effectiveness depends on widespread implementation.
Share this post to spread awareness.
So, yeah.
I mean, probably want to go invest in a ledger or some shit and put your shit on that so you don't get affected by this.
Looks like they can reconstruct the cryptographic data, find your seed phrase, and then input it themselves.
So, not great.
Not great.
Not great.
But we've been through this shit before and we got through it.
And, you know, didn't we have that ledger situation like three or four months ago and it scared the shit out of everybody, but then it turned out to be okay.
So, that's that.
Chief, did you watch...
Oh, did you ever watch Dragon Ball?
Yeah.
When you were...
There's a theme park launching in Dubai this summer.
Do you want to go?
So, Dragon Ball theme park.
I just pinned up the official trailer, my guy.
That would be sick to go to a Dragon Ball theme park, my guy.
Actually, by the way, speaking of IRL events, does anyone here have a play this summer?
Nope.
Can't borrow it.
Interesting.
The only reason I ask is because I would expect that they probably...
Like, they have a history.
I don't know if they've said anything, but they have a history of giving out free NFTs at their events.
You need to go and get, like, a card and then you scan it and you get something.
And they almost every time have sold for, you know, hundreds of dollars, if not more.
I've never sold an airdrop.
I've never sold an airdrop by Klanosaurs for less than $1,000, Eddie.
Yeah, there you go.
So, I mean, all that...
And they are giving out packs in New York.
Okay.
So, then there you go.
Like, they...
If you can go to that event, like, it might pay off your trip if you actually intend to sell it.
So, so...
How much is a Klanosaur right now?
I think, like, 20...
28 sold?
26 sold?
Something like that?
Yeah, in that range.
Separate.
Yeah, I remember the rats and the packs last summer.
That was, like, a big thing for NFT NYC.
Everybody was super excited about it.
Yeah, and they're also fun.
Like, they're also fun events.
Generally good events.
So, yeah, that one, I would say, is probably a worthwhile attempt.
But, okay, well, Google integrated ENS service into the Google.
So, now you can put, you know, DancingEddie.eth, and you can see how broke he really is.
So, that's cool.
Persona announced one day ago that their reveal will be on March 29th.
So, we'll see.
Bro, that's fucking crazy to me.
That's what they were looking for.
Look, I told y'all they were looking for something looking over their shoulder.
I thought it was the rug, but they're looking for the reveal for the artwork.
Like, whoa, where's it at?
Well, they spent the, and, bro, and don't get me wrong.
I like the art and shit, but, like, they definitely spent the last three, four weeks actually doing the art, bro.
Like, there's just no way that it took that long.
There's just no fucking way in hell, dude.
20 traits, and then they're like, oh, shit, people like it.
Fuck, okay.
They're like, oh, fuck, dude.
Okay, I guess we got to actually do this.
All right, guys, let's.
That's how it is, though.
So, it's a little kind of fucked, but, I mean, hey, be careful of what it is, right?
I mean, sometimes you twerk a little too hard, and you forget that you fall in love with the bags, and we're not here to fall in love with the bags.
Yeah, I will say, though, dude, it's been kind of a fucking stable coin, though, to be honest, bro.
I will say that.
But it's probably because there's, like, a ton of, like, like, spirit-down whales, and there's some spirit-down whales who bought, like, 50 or 100 of these things, and we're still fudding on the timeline.
Like, that's the craziest part, but it's more or less stayed the exact same price.
Although, I think, like, I think that this is probably near max fud, and I'd probably venture to say the art's going to be solid.
I think it's a buy.
I think it's a buy.
It might actually be a buy.
Does it pump during the reveal, because the art's so good?
Yeah, I think this is a reveal art pump scenario, for sure.
I mean, there's enough sneak peeks at this point now where I think there's, like, 30 total sneak peeks, and, like, I think there's enough demand for that style of art.
Plus, there's nothing really else going on on ETH NFTs right now besides, like, some airdrop shit.
So, like, with that reveal happening, I could see it kind of taking all the attention for ETH NFTs.
And I could see, like, an initial pump, but then, obviously, you guys should know the drill by now.
Like, get in early.
Get out quick.
Don't be holding any bags if, like, your goal is to maximize your profits.
But I could see, like, an art reveal pump on these, for sure.
I think the art is going to be fire.
But the reveal, how long it's taken to reveal is really fucking lame.
I'm not going to lie.
Just remember that, you know, the whole ecosystem as a whole isn't been as healthy.
So don't get misled or kind of fall in love with the fact that, yeah, there might be a big dub there, and I want you to celebrate it.
But also remember that everything else around you is kind of going down in a flame, right?
And so maybe it is a win, maybe it is a hold, it might just not be a right now kind of thing, right?
It might be, for now, the best move is, hey, take advantage of this, wait until ETH kind of stabilizes a little bit, or, you know what I'm saying, you get a little bit more life.
And then you let it roll, because everything is bleeding.
Like, you can't sit there and take it personally, or, you know, this is a shit-ass product, whatever.
But I would, if there is a little pump, take advantage of the pump, but realize that the ecosystem as a whole, health is not to where things thrive, you know?
So just keeping that in mind.
The only, I'll just say this, the one ETH NFT that I've been, like, super, super tepid on, but also think is, like, actually potentially slept on and might pull some serious numbers is, and it makes me feel weird, almost like the Mochaverse NFT.
That one is sitting around, like, 4 ETH right now, and it's been sitting there for a while, between, like, the 2.8 to 4 ETH range, because people are just waiting for the token to get announced.
And, I mean, it's probably going to be one of the better-performing tokens of the gaming world cycle.
So, I mean, like, my thought is, if you have spare ETH that is just, like, burning a hole in your wallet, and you're looking for something that has a pretty decent chance of at least, like, stable-pointing, if not producing, you know, like, a solid 50 to 100% on that, the Mochaverse looks actually really good.
Bro, just go be cheap on the timeline and tag Block and Gaming and everything.
Fuck a Mochaverse.
Dude, that one's going to go nuts, by the way. The gaming launch is going to go insane.
Let's just be real. I mean, you saw Portal. If you got some money burning a hole in your pocket, learn self-control. That'll help you.
Yeah, here, I'll tell you.
Yo, are we aping Preso on Block?
I don't know, bro. I'm not. I haven't done any of the Blocks.
For gaming, though, I'll tell you, because I don't know how much I can tell them, but I didn't sign anything.
So I angel-ed a very small amount, because I got it super late, but, like, I angel-ed on it, and they're raising at a pretty high value, which would tell me that, like, the token's going to be worth a lot of money when it comes out.
Over, over, under 100 mil.
Over, under 100 mil.
You can, by the words that I said, you can probably take a good gas room.
Yeah, yeah, yeah.
I've heard whispers, I've heard whispers, and so...
It's a lot.
Dude, if you got on, even if you're late on the angel round for that, dude, that deal flow, I mean, I don't know how you structured it, but that's going to print for you.
I reached out, because I've known those guys, and they...
No one gives a fuck!
No, no, but, like, what I'm trying to tell you is, like, Gaiman is...
Yeah, Gaiman these nuts, bro.
Go tag it on the timeline if you want to get the token.
You know what I'm saying.
Everybody knows what to do.
Blog.
There's fucking a million of them.
Join the group chats.
All right.
Pin to the top.
We got something that happened yesterday.
My man Dark Farms.
If you got a bag of Bomi, you might have hope.
If you don't got a bag, you might have hope to pick one up.
So, inscribed up top.
Seventh largest ordinal.
I mean, apparently, that means something.
I thought one and two, maybe.
But the seventh largest ordinal at 3.43, he has already confirmed that he's doing different things for burns of Bomi, right?
So, in a sense, you'll pay in Bomi, run an auction in Bomi, and then be able...
He will burn the Bomi after said, and he gives you the ordinal.
So, if you're still in there, if you think that this will cause some type of pump,
I mean, the numbers it pulled were definitely impressive within the first couple days of just all the charts and the accolades and the listings.
So, there's still a little hope.
But, just throwing that out there for you guys.
Dude, Bomi was just one week ago.
It feels like it was, like, six years ago, bro.
That's...
I'm burnt.
I'm burnt out, bro.
But maybe this has something to do where we're even talking about, like, some game mechanic.
Maybe you can use this inscription, and parent and child it, and then there's some kind of burn with the token, and you can...
It's an NFT.
I don't know what the fuck's going on here.
But the one thing that makes me super bullish about Bomi still is that Binance owns 50% of the fucking supply, which is crazy for a fucking meme coin.
I'm not saying that they own all of it.
I mean, I'm sure some Bomi's on those exchanges, but if you go look at the tokenomics and who holds the majority of this meme coin, it's all on Binance, like, over 50%.
And you rarely see that.
Typically, you only see that with, like, foundation coins like Bonk or, like, AVAX with Kakinu.
But, like, the fact that Bomi and Binance owns 50% makes me think it's, like, an insider coin, and they're not going to let it dump.
So, there's some kind of incentive or something building up here that we haven't revealed yet.
So, I don't know what happened, but there's a bunch of fucking, like, chickens in the crowd.
A bunch of cocks.
So, shout out to all you cocks out there.
There's a lot of y'all.
Like, sheesh.
Welcome to the Daily Alpha.
Go ahead, Titus.
Dude, I'm going to be honest, man.
I completely forgot what I was going to say.
Eddie and Rudo started talking about something.
I don't even know, man.
So, sorry.
It's okay.
Chief, let me take his spot really quick.
What the heck?
Hold up, hold up.
Bro, if we're not talking about rare, like, rare sats or some shit, people just tune us out, dude.
It's, it's, I feel fucking, like...
Got a blast.
Oh, that should make sense to y'all, right.
Go ahead, Steven, and then we'll go to Poppy.
Oh, man, that was funny.
So, first and foremost, appreciate the audience for getting the space up to above 69 reposts.
It's always a threshold that I put in there for sharing some of this hard alpha.
So, the big one that I want to give right off the jump today is, if you did not yet try to participate in the airdrop giveaway that I've got going on this week's All Eyes on Art, you are a fool who is turning your eyes and ears and face and heart and brain away from making money.
So, if you would like to stop being poor, in about two hours, I'm going to be officially capping the giveaway off.
I'll pin the digest up to the top.
It's a weekly digest I do for all the art drops in the space.
Yeah, just stop being poor and go do the airdrop.
The info on how to get in is in the body of the post.
But, beyond that, going back to what Exit shared earlier with today's mints, I've got to be honest, I'm really not excited about a lot of them.
I think that, from the art perspective, we had a lot of stuff pop off across the last 48 hours.
But, across the rest of the market, in terms of just how things are looking, especially on the east side of things, we're seeing a ton of compression right now.
I believe it was NFT Stats put out a post earlier today that was showing that compression on, like, specific top art blocks collections and collections that you couldn't get for less than, like, 10 ETH a couple of months back when ETH was sitting around, like, 2K.
Oh, like, Squiggles?
Yeah, so, like, Chromie Squiggles is down to 4.6.
Meridians are at 4.
Gazer's at 5.5.
Like, you couldn't fetch a Gazer for less than 12 a little bit ago.
Part of me thinks, like, that has to do with the price of ETH going up, but at the same time, like, it's a great opportunity for entry if you're looking to put together, like, a legitimate art blocks bag, because that rebound is going to come.
Like, I'm not sweating on that at all.
But if you're looking for, like, actual opportunities today, I think that the one that is really out there is more for a collector, not a trader.
And that's Maya Mann's I'm Feeling Lucky collection that she's got coming out through Verse.
It's specifically the physicals that are all basically done on sheet metal.
So you'll get actually shipped the physical piece.
It's a really, really great collection.
Maya Mann's a phenomenal generative artist in her own right.
So worth looking at that one.
But...
