THE DAILY ALPHA♻️

Recorded: April 8, 2025 Duration: 1:41:31
Space Recording

Short Summary

In a dynamic discussion, crypto enthusiasts explored the current market landscape, highlighting significant trends and growth opportunities. Key topics included the impact of geopolitical tensions on the economy, the potential for new developments in the crypto space, and the importance of community involvement in driving innovation.

Full Transcription

Thank you. What's up?
What's up?
Welcome back, guys.
Appreciate you guys stopping by this week.
It's the Daily Alpha.
We host a space Tuesday through Saturday from 10, 15 to 12.
This week we're going five shows. We'll be here Tuesday through Saturday.
And no better time to be in the markets than now. Lots of opportunities.
This is the time where you get rich. So don't go away now.
This is where you got to double down on yourself, double down on information.
And this is where you buy stuff.
And then when the markets turn around, retail comes back, they'll be buying your bag.
So if you're always buying the tops and you're always leaving during these times, that's your first mistake.
Got to stick around, find your community, find the information, have conviction in something, and just dollar cost averaging it.
And if the market turns around, you're going to be a big winner. So do appreciate you guys. And that's what the daily office is here for kind of stumble into
things, look into things and, you know, hopefully we find some opportunities, uh, that we can,
you know, capitalize on, um, this month. So how are we doing this morning, chief? We doing right,
brother? Yes, sir. Just sitting back watching the flames, man, trying to stay occupied. Right.
So I'm glad that I'm a nerd and I like playing games and shit, you know reading books
um, you kind of
Just manage your position sit in stables and avoid that fomo of wanting to to do something right
It's better to not make money every day than lose money every day, right?
I think that that's a concept too that we got to understand and just get
okay with yeah and the farther and farther we get euphoric the farther and farther we get from the
central point which is bitcoin um typically in these bear markets we start with macro and we
talk about bitcoin a lot because if bitcoin doesn't shape up then the rest of the market's
not going to prevail so i know it's kind of, we got to go. And what I see people
doing in the morning, not even looking at Bitcoin, they're looking at Wall Street first. They're
looking at the SPX and all this stuff in Wall Street and then factoring if Bitcoin's going to
do something based off that. So we're even like decoupling from Bitcoin and now people are just
looking at news events. And that's what I was saying on Friday. Like we're very focused on the
news because a lot of us don't even know what the fuck's going on.
We're not in that realm.
So we're basically believing mainstream media and other people on Twitter that have high followers of kind of what they're talking about.
And just yesterday, there was a fake news report that shot Bitcoin up and then it dropped it down.
So that's what I was saying.
Like, it's very volatile.
Everybody's leverage trading.
It is the headlines market.
If you are leverage trading, just be very careful
Was it like two trillion was added on that one little? Oh 90 day pause. Don't worry about it
We'll revisit again and two trillion within minutes
We're at it and then they all it took was well, I don't know. I never heard that before
Oh, fuck. All right
Yeah, and I just think the news is a lot worse just because you know
obviously we were talking about that that what is it the hyper like the the speed right yeah
the hypersensitivity and like the hyperdization of of just information being transmitted back in
the day you didn't have that you know it was way slower even if it was a phone call it was a phone
call this is a tweet and within a tweet is a tweet, and within a tweet, trillions are added,
and within another tweet, trillions are erased.
Yeah, it's not great.
If you were taking a piss, bro, you wouldn't even have known what happened.
You would have got back from the bathroom and been like,
yo, we're up, like, a lot?
And they're like, yeah, dude, tariffs are paused.
And it's like, oh, okay, you sit down at your chair, get ready your chair get ready and then it's like oh damn we're dumping all over again what happened
yep you got to be basically having like gps on all these people and these politicians and what's
being said either you know on an hourly basis if you are going to have open positions and leverage
um to keep you guys updated on what's happening today trump is set to speak
at 3 p.m today with the white house press secretary holding a briefing at 1 p.m.
There's a likelihood that China terrorists will be brought up.
So just trying to keep you guys looking ahead and Trump's going to be talking at 3 p.m.
And you better believe that your positions are going to be fluctuating if you're in them.
So just wanted to make sure that happened.
He did. He was in the Oval Office with Netanyahu from Israel yesterday.
They came to agreement and it seems like that's kind of the art of the deal that's happening here.
Have ridiculous tariffs on people. They both look at each other like this benefits nobody.
OK, let's come to a deal. Zero percent, zero percent across the board.
You're starting to see that. And China is kind of the one that's.
Well, it's not even that, too. It's like sometimes there are going to be some that are going to be taxed at a different rate.
And that's just kind of what we were talking about in just basic economics.
This country has something that's proprietary to them.
They're the only ones that can grow it, sell it, export it.
So it only makes sense just to keep their economy alive.
They tax us a little bit more.
Oh, OK, cool. You know, so it's like but there's also countries that that was established years ago when
Necessity was different right when we needed XYZ from all of these countries and now ultimately do through technology
Manufacturing and just more people we don't need all of those goods at the same rate or at the same level that we did and we've never
Negotiated any of those rates, right? So it's like
For example, oh back when you could only get tea from England
So obviously T we would get taxed more to get tea and stuff like that, right?
So just that back and forth and so that's the good part too is that the negotiation is making sense because dude
How much aid not to get in political but how much aid that we just had with israel right for years but ultimately before
united states was doing full-time aid and all that kind of stuff ultimately we needed assets from them
and that's why the tariffs were set right so stuff like that it's good to see them come to a zero if
it makes sense and other ones they'll just be renegotiated lower to where it's beneficial to both parties yeah china's gonna be the thorn in
the side they have a long game they've i mean they've been positioning themselves for the past
20-25 years for this fight so they're not gonna capitulate they started putting money i think
yesterday too right recently i know they're kind of in deflationary mode right now. No one's buying anything. The
real estate market's collapsing. And so like, but you know, this is all part of them, you know,
getting rare earth minerals and, and, and doing all this stuff. Like, I do think this is going,
this could capitulate into, I don't know, a world war three with China and America. Cause
China is like dead drawn to be the superpower of the world and the united states
is like we're not going to help you out anymore so it's going to come down to war and i don't know
if it's bombs or if this is just a war for our mind or like a monetary war so i do think china
is not going to capitulate all these other countries and there might be some kind of uh
agreement with some superpowers to kind of create their own economies and kind of get off the dollar
standard i mean also bricks bricks this was bricks's plan what two years ago the beginning of last year they
started already doing that they stopped buying uh united states debt they started slowly dumping
that they started moving into their own like they were talking about either the digital yuan or
something like that right so it's not foreign that there's people moving away from the dollar
and even then yesterday in the press uh the press like release that came out from the white house
you see them mention that the underlying asset the fact that uh we're using the dollar as the
monetary currency is causing uh a bit more shift in issues now with its fluctuations and obviously
with the tariffs and
being the quote-unquote global currency right so i mean i think that this is all kind of adding on
to the narrative of bitcoin ultimately it's not one equals the other and if it does that does
mean pain in the process right it's not a good transition but long term wise this is i mean it's
beneficial for everyone and it's kind of like what we already knew they're slowly starting to understand what up what up brother how are you man yo gmgm i have
good news and neutral news did you notice that i think i got my original original twitter account
unsuspended i did not see that is this is this it Is this Uncle Theo? No, but for some reason, I'm not allowed to.
It says you can't join the space, which I have no idea.
I tried multiple different spaces.
I got to figure that out.
So I can comment.
I could communicate.
Oh, so you are unbanned, but you just can't fully participate yet.
I mean, right now it says I'm not authorized to join this space
and when I click on it on my phone, it just goes
white screen.
Not just our space
though is what I'm saying, right?
Any space. Any space on Twitter.
Maybe you're still in
purgatory, like probation
mode where you get a few weeks
of good without fucking up
and then they'll add you back. Did you just get an email or something that said hey by the way your account
is now available no i just literally saw my east i have this is my third uh twitter well some other
person whoever twitter and i looked at it i looked at my uh all the accounts you could switch to one
of them had an ethos score. And I'm like, okay.
I clicked on the original Uncle ETH,
and I just had access to it.
And I was like, that's very weird.
I changed the password.
Let me change the password.
All these things worked.
And I'm like, okay, let's roll with the bunches.
But then now I'm trying to get on the space,
tell you guys I wasn't letting me.
What's on your mind, mind uncle other than your twitter account
fucking over bro you're pretty good in macro you think this is all is this getting better is this
getting worse i think china kind of saying like we're here to fight to the end kind of shows
you know their cards on their vest right like i do think this could capitulate um i mean you
can believe whatever you want to believe about the wuhan china virus i do think this could capitulate. I mean, you can believe whatever you want to believe about the Wuhan China virus.
I do think that was leaked from a lab in China and was meant to destruct our economy.
And I think fentanyl has been sent here from China.
There's a bunch of stuff that they do.
So I do think this is a long game.
And I do think this could be like the pin that could be pulled to kind of start like a bigger war with China.
You don't think fentanyl is from the CIA or Mossad?
I don't think fentanyl is from the CIA or Mossad? I don't know. I've heard stories like, you know, the opium trails where we basically
fucked over China's population back in the day with opium. And this is their revenge on us
with fentanyl. So I've heard stories that the whole fentanyl actually comes from.
You got to listen to the crazier guys that are crazier than Alex Jones. And they'll,
they'll open your world up to some different
thoughts. Basically, the world you believe in isn't really the world you're living in.
That's all you need to know. Yeah, nothing's real anymore, right? But yeah, they said they're
going to fight to the end, and China reportedly playing six major countermeasures against the
tariffs. Well, this is going to inspire Canada. I mean mean that's another thing too that's it's not
necessarily the uh oh it's i can take on one right it's that chain effect well if this guy's gonna
stand up to you then so are we and it's like now canada you go back uh but you know it's like in
that sense that's what's gonna happen and i think that that's the bigger quote-unquote fear is that
chain effect of people trying to move away from it that weren't originally in the BRICS plan.
Right. BRICS, you knew Russia, you knew Brazil, you knew China.
Right. And so you had all of these nations that you had already deemed like the bad guys or this group or a different the opposition.
And now you're starting to get i guess new recruits that are
able to come into breaks or might start looking at breaks that had never considered it before
yeah i mean we kind of been seeing this happening with the with those countries russia and china
and india kind of talking about hey we should go to our own currency and fuck the dollar so
that could ultimately push them in that direction ultimately ultimately. So this is from a WeChat account affiliated with Chinese state news agency.
Zahu claims Beijing has prepared six major countermeasures against U.S.
The informant remains unconfirmed.
So just take this with a grain of salt.
But they basically say major hikes on U.S. regulatory goods like soybeans and gorghum,
a ban on all U.S. pou poultry imports suspension of fentanyl related cooperation
measures targeting u.s service trade ban on u.s films entering china an investigation into ip
benefits of u.s firms in china which is basically the six countermeasures that they're they're
implementing now so we'll see where it goes man we will see where it goes uh there have been rate changes have been
going like oh just just before we wrap up with trying to talk i thought that this was an
interesting kind of perspective too i mean taking it with a grain of salt but it was one that i
hadn't considered is do you think that china's strength and overall good uh like goods production
and let's just say monopoly is still as strong as it was 20 years ago.
Remember, once again, all of these tariffs, a lot of this stuff was done
back when the boom or the birth of consumerism, right? Obviously, America didn't have one
population, two manufacturing ability, or should, let's just say three, the tech to even compete back in the day.
Now, granite, trying to be, you know, take this with a grain of salt,
they're light years and years ahead of us, ultimately, in all those three categories,
right, from people, tech, and all of that. But it doesn't mean that we don't have the means now
of at least producing what we need to a certain extent. Maybe not to the same quality, maybe a
different standard, etc. But like toys, all that kind of stuff. I mean, ultimately, we were using
them or tapping in because they were the bigger source, right? It was cheaper. It'll ultimately
still be cheaper. But they were the only way to get a lot of this stuff now there's different ways to get it it
might not necessarily be cheaper but we're also not at the hindrance of you guys are the only
ones that know how to do it the only ones that have the tech right so it's like yes i still think
that they have the upper hand and you know if it was kind of like percentage wise, it would be still 70 percent in their favor.
But it was we used to be 90 percent in their favor and us with 10 almost truly dependent and interwoven, in my opinion.
Now we have at least with tech and a little bit of just population and just progression.
I can say that we can unweave certain industries or certain aspects a little bit more than we ever
could have five, 10 years ago. Yeah, go ahead, Unc. What do you think about that? I totally disagree
because their rapid growth of manufacturing is about to balloon in the next like 15 years or 10
years, the 45%. And in the 70s, we did approximately one second. I'm giving you actual stats. We did
about 22% of the world's manufacturing. That's in 89. 95, we're at 22 still. And now today,
we're at 16% and China's at 31%. They're on pace to go to 45% in the next 10 or 15 years. I think that
this will shake up their route or their journey. But once again, you see it with the deep seek,
you see it with the AI, you see it with the chips. They're starting to build the chips.
If they don't have the infrastructure, they don't have the technology, they're willing to steal,
cheat, or manipulate, or even do something to get ahead. And even if
they have to invest and spend times, I've probably said this before, they think in centuries,
we think in decades. So they're not thinking in for like the next 10 years, your grandchildren,
your children, they're looking for their great grandchildren and their whole legacy down the
line. So I really, we're at 31.6 almost a third of global
manufacturing is in china i assume it's going to be almost one out of two it's really hard
unless like really crazy tariffs come in well that's what it looked like i mean you can't move
those factories to america and we have you know so that was on the pace of where we were going before these tariffs.
And now that the tariffs are in place and now this is a long war, like you said,
America is not going to back down from China.
Neither is China going to back down to America.
So I do think the top is in for China production.
And I'll definitely see other countries that are negotiating with the U.S.
now getting involved with that manufacturer. That's only been in China.
Yeah. Yeah.
But the regulations that they have in China is so much easier to make and
produce product than they do here. So yes.
It's called slave labor. Yes. It's,
it's way better to treat your fucking your employees like rats and dogs.
I didn't say it's better. I said it will be more profitable for them.
So that's the route.
We got to get over, we got to get over profitability and actually start worrying about like what's I didn't say it's better. I said it will be more profitable for them. So that's the route that they're going to go for.
We got to get over profitability and actually start worrying about what's best for our country.
Well, that's the thing about it, though.
Profitability drives to a certain extent, but that gap even in itself is closing due to automation in general. fact that you no longer have to pay people and you have the ability to automate this 24-7
without any maintenance, without any sick days, the cost of goods itself becomes like a fraction
of the cost. It's no longer the driving factor of why and what the underlying value is, right? So
I think that that's an interesting thing too, because that is only a small window of max consumerism until even then that no longer can be the driving factor because it all just be robots that will still outperform any human because it'll work longer.
I mean, unless you're just not going to eat, sleep or, you know, shit.
So, I mean, that's the thing.
The regulations of the local municipalities and the state municipalities, we have so many hands in the cookie jar that in China they just say Xi and he, you know, makes it done.
It's communism.
Centralization, right?
So, less levers to pull, less people they have to talk to.
They just fucking do what they want to do and they get it over with.
That's why they shut down the fucking whole nation during COVID in like a week.
And it took us like four or five months because, you know, we have freedom here.
We have legislation.
We have laws that you just can't put people in fucking jail and lock them in their houses.
But in China, they could do that because they have communism.
That's that's the great thing about it.
Let's go to the den.
What's up, Den?
Hey, GM, everybody.
You know, I just I'm at work right now took a second to jump up on stage because um
what i do for work actually uh is importing from china we have a factory in china so this this
whole conversation kind of you know hits with me a little bit well um one thing i will say kind of
what expresso was hinting on is like you know we we've done a good job of outsourcing to countries
that that we can take
a significant margin advantage of, right?
And this is the name of the game of profit that we've had.
Now, everyone's worried about China, but, you know, specifically speaking, like there's
a whole bunch of other countries in Southeast Asia that are actually really low in cost
and are going to be competitive, if not are already more competitive than China.
So while everyone's sitting there looking at China, my company's sitting there looking at
Cambodia, Vietnam, and all these other places where manufacturing can happen,
the cost to create the facilities is not high. So while the tariffs is an issue, right? I think
it's more of a situation like, all right,
let's just screw it up so much. So people have to come to the negotiating table. You have to,
there's no point not to. And at that point, things start to settle. Everyone comes to a point of
reason. And then we start going up again. This is a bunch of posturing, 100% it is, all of this is
pre-programmed. I'm not not really concerned if you're a person that
looks at forests and not trees you just stick the course and you know that you know it's it's a
global situation but economically speaking the whole globe's going to suffer so there's no point
and it's not coming together to work together and keeping your eyes on those other nations where
manufacturing is very competitive that's that's
the play right now specifically i'll stay on that too dan i mean there's a reason why some of the
biggest importers and and let's just say the west don't even use china i mean who got hit the most
with these tariffs obviously yeah the ones that use china but who changed their stance on tariffs
within 24 hours where the companies like or the places like
the factories where Nike has right Vietnam went from
Zero to from 50 percent 40 percent tariffs to zero percent in 24 hours, right?
So if you backdoor
Not only this but manufacturing and you see where a lot of these bigger conglomerates actually get their stuff
A lot of them aren't
really in China right some do and they utilize factories the cross right the crossover but in
a sense they just like Nike dominates Vietnam and Singapore and Taiwan so you have Nike's billion
dollar industry pushing those and then someone like Den can go and say well Vietnam is going to
want to work with America going to want to work with anyone due to the fact that Nike's
here so we can probably set up and be safe and obviously we're not at the same
level of Nike but we'll have some type of safety net of someone bigger than us
will be fighting for at least this country or import laws or tariffs or
whatever it may be right so you're gonna start seeing that too almost these new uh like revitalizing or re-upping right
these economies and these other nations that before only had a nike but now they're gonna
have nike plus one or two more right we're already do exports we have zero tariffs we're
already working why not come come come like build with us with you how long you can can you stay on the stage?
I know you say you're just at work. Can you do another five minutes?
Yeah, I got a little bit longer.
Can we just do a detour
real quick since we do have Chief and you
both up here guys are both Barra advocates.
Obviously the Barra price is down.
There's a new governance proposal.
Jannie's on the timeline talking
shit. Can you guys maybe break down what's
actually going on and what's the dispute and fud going on with this whole new governance proposal
and what janny's doing you know i've not actually saw the new proposal myself i did catch janny's
post um it was deleted i believe um but kind of a bit more of a concern it seemed like yeah from what I saw it was deleted
um but specifically it was like I don't understand I guess to summarize I don't understand how you
know this RF RV for Henlo didn't satisfy the criteria especially now with the new criteria
being listed um and it was kind of like,
Jani kind of took it as like a shot that like,
you know, things just, they're not aligning very well,
especially for an area of Barrett chain that,
you know, is almost,
I want to say ubiquitous throughout the chain.
Like if you look at the honey jar,
there's not a point at which the honey jar
doesn't have a point of contact,
I would kind of argue for the most part.
So it was like, I feel like with everything being done, it was just like things aren't
operationally speaking, making sense.
It seemed and, and Jani just, man, he, he, it seemed like he had enough is what I kind of saw.
But yeah, I, I did not catch the new, uh, the new, um the new um post for uh how the process would be i've
had kind of a a crazy weekend yeah i think it's you know this is what ica said didn't thj received
the biggest rfc and rfa allocations how does the foundation not support hold up hold up let's back
it up so this all occurred because like to lay groundwork before we go into all this so first
off janny applied for the henlockers to get bgt emissions the last week right he got denied we
talked about this here on the show about how the requisition for getting a volt whitelisted or for
emissions means that you have to be paired with the ecosystem pair, right?
AKA Bera or some type of stable coin, right?
Ideally, eliminating the ability of having single-sided staking, right?
So it being a quote-unquote shit coin and it not having a pair with the ecosystem,
they're like, why are we going to
give you BGT emissions if you're not doing anything besides just locking it up for your
own benefit and for your own FDV, right? That's kind of the overall idea or the elephant in the
room is, well, I've already cooked and I've been cooking and a lot of this is we're intertwined with everything. Henlo is essential to the Barra ecosystem. And they're like, yes, to a certain
extent, we agree. But at the other hand, you're not doing something that directly benefits the
foundation or Barra chain, to where we can put it on paper and say, you getting emissions does this.
It's all based off of goodwill, speculation, and consensus. So that's been the biggest issue there. We knew that you
had to have that pairing or those changes. And then now what pinned up top, the new stuff,
you have one week to adjust based off of any calculations. They set specific guidelines. I'll
break it down later. So after you read this, but you have one week to adjust or they can stop emitting BGT to you.
You have to have a specific TVL locked up and available as liquidity in order for the vault to be whitelisted.
So they're just rolling out parameters and slowly tweaking this as it goes.
I mean, I think that the whole janny thing is
it was entitled with due reason right he is the reason why a lot of us shit even here tda and
we've onboarded all these people into bera and it was easier to do so with the honey jar right
sending you guys to cup quest that's how i. That's how we were able to advocate and become brand
It is frustrating when you're trying to also work
with the kind of foundation or the you made them in that sense and they're not trying to give you any kind of
Let's just say preferential not necessarily preferential treatment or insight into the fact that we are here because of you
To a certain extent we need
each other right and I think that that's the most difficult part is you want to cater to your
champions but to a certain extent you want to promote fairness and equity between protocols
and brands so you have the what Ike was saying hey these guys got the biggest amount of money
from the foundation itself right so? So what else do you
want from them besides that? Do you expect them to, you know, you get privileges or get any kind
of, I guess, special treatment or anything you want goes because of what you've done? Or how
exactly does that correlate back? So hopefully they figure it out. I mean, a lot of the stuff,
like Ben was saying, is intertwined deeply with the honey
jar right from steady teddies to the like the diamond paw agreements for the apt out right it
was bulla steady teddy junky ursa's a bunch of other collections so there's a lot of stuff that
not requires but that honey jar was in the center of and that makes it I guess unsettling or just uncertain for
a lot of people that were exposed as a proxy bet with something with the honey jars hand in it
uh chief you know what I was checking my clipboard because I took a little screenshot of it when it
first came out of just a certain part it was like the rationale part so I gotta I'll read this for
you and then I unfortunately got to go back to work work. And I'm not going to use all the does because it just doesn't sound
right when I say it. So essentially, to participate in Henlockers, you need to trade
through bear pairs to get to Henlo. You then lock that capital up till specific price targets,
not time, price. If Henlo is bound by the gravity of of bara then this innovation creates an indelible and
immutable pair which can be exited which can't be exited until the success of henlo and bara pair
this is literal fur in the game and locked in it's incredibly short-sighted and lacking in
imagination to constrain only liquid lp which can be withdrawn at any time as productive and capital
locked to price and pulling people into BarryEco from far and wide as unproductive. So I had that
specific screenshot because I thought, you know, it provided, you know, outside of everything else,
right? Because there's a lot of quantitative aspects and then a little bit of qualitative
too, you know, and i don't and i don't
cite him or slight him for having both of those sentiments because i know i would right but i
think that provided a good kind of insight as to why he's kind of like you know wtf-ing uh in my
opinion and it also puts constraints on these guys like i mean you say you want you you got the best
carnival right you got all the best. You told me everything's brand new.
You told me to get here, bring my best and brightest,
and we're here to be puppet masters,
to create fun, interactive experiences,
DeFi, et cetera.
And then now, well,
these people have been cooking on it for three years.
Once it goes live,
the carnival times have now changed.
So if your experience had to do with being early in the morning,
well, you can't be here early in the morning anymore
because we're going to start at noon.
Or you're like, damn, dude, I built my entire gig off of being in the morning.
It's starting at 10 a.m.
And it's like, yeah, well, it's progressive.
And ultimately, like, we're learning.
So that is one of the biggest issues, too, that he was saying.
It's the lack of freedom that was at once
advertised for pol and let's just call these liquidity ponzi games right is because if i'm
going to come in and cook then you can't sit here and as long as i use your guidelines you can't get
mad that well oh i don't agree or who's gonna win or you know what i'm saying it's like well i fit
your guidelines it's either you're gonna let it run it's not, and then you get into that game of,
well, you got to be equal and not, and then, I don't know. It's just the back and forth, and it's
ultimately a cycle, right? So, I feel like that's one of the bigger issues, too, that he mentioned.
It's that he cooked, they built, and they have been building, and in a sense, this was designed
to reward honey jar people
Right. That was one of those things too. It's like how are they gonna go now?
Tell everyone that has henlo that spent money to buy henlo because all they had to do was have henlo that yo
Sell some of that and get some bear because or else you're not gonna be able to participate in nothing that we had planned
Going forward You you know and and so that's one of the issues too that their lead Dev was talking about he was like hey, man
It's this is a way that we're trying to take care of our community if we change our community gets screwed
Because they've been following our directions for the last two to three years and now we're just gonna come in and say well
Oh by the way, you got to go buy some Barra
Even though we've told you you didn't need any just buy some henlo
So that money in a sense was spent somewhere else
Right, so I'll post his comments up top. He's the lead dev for the honey jar
He just has four little points
Breaking that down of why it would be quote-unquote detrimental to do so to just not
Abide by how they have it constructed and how that would
destabilize the quote-unquote ecosystem that they have so hopefully they find a i guess a solution
ultimately the honey jar a lot of the own people and olympus dow they're all kind of intertwined
with janney and so that's also where you're seeing a little bit of the price action on that end too
what do we i mean is this you think there's more to unwind here or is this kind of getting So that's also where you're seeing a little bit of the price action on that end, too.
What do we I mean, is this you think there's more to unwind here?
Is this kind of getting to the bottom here?
I mean, we have the price at three dollars and eighty eight cents.
It's down from yesterday.
You think there's more to go here or are we looking to open up some longs on the fucking barrier?
Because this is kind of mass FUD and there's not much more to go here.
Well, I mean, I don't. Yeah i mean i don't yeah go ahead dude dude i don't fuck i don't fuck with like all perpetuals at all but i i caught along at
390. i was like i couldn't help myself bro and you know what to to everyone else like i always fail
at this so there could be more downward action i'm just saying but i definitely opened up along
yeah because the
market's showing it is like no one likes i mean i think it's a combination of just the market being
shit in general we have janny of this this kind of i don't know there's cotton there's continuity
there there's like janny and and the bear team there's continuity there and there now there's
like this disjointness and he seems like he's fighting. Is he dumping his bags causing this?
He's not dumping.
He just said that he's willing to look at other ecosystems to continue growing and expanding rather than just staying Barra exclusive.
He said that loyalty does not come with a free guarantee.
And so obviously. Those words.
And people were like oh no.
They became panikins.
I'm going to go sell.
He's leaving.
He's about to go build on SWE tomorrow.
And it's like I guess.
But then again.
No one knew.
This is 3am founder.
Pissed off thoughts.
And his whole team woke up to this shit.
That's why I thought it was interesting.
That Den mentioned it got deleted deleted and everything like that because i mean he's just been causing
chaos since the new bear event so obviously this was added to but yeah it's not necessarily him
like quote unquote dumping all of his bags it's him making a statement of i'm open and willing to
build elsewhere as well when before he was only
exclusively Barra and that's just kind of like if me and you are homies and you said that we're
going 100% in this and you tell me hey I'm willing to maybe go only 50% in this and 50% somewhere
else I'm like okay cool I'm gonna keep riding with you you know I'm gonna get 50% of my funds
to the side too and well wherever you want to do whatever you want to do you know i'm gonna get 50 of my funds to the side too and well wherever you want to do
whatever you want to do you know so yo i'll tell you this real quick if you guys were around in
2020 and 2021 participating in all this apr defy yield farming and you go to infrared right now
if you if this were 2020 2021 thatR would be in the absolute dumpster.
Set on fire, ashen out.
But infrared is still sitting at a 304% APR.
Even with everything in the shitter, bro.
I mean, talk about what you want in terms of price action on tokens.
But mechanistically speaking, that shit is still working.
Oh yeah, 100%.
I think that's something still working. Oh, yeah 100% no 100% yesterday. I cleared 11 bgt bro for the day went swapped it for lbgt and made $92 for just sitting in my pools
not including the
Fees and the actual APR increase in every single one of my pools
And I just as I told X I'm like good
I'm just selling the bgtT right now and shit's tough.
And as, you know, get a little foundation or the ones that I have alternating days.
But it's the mechanisms working.
You know, the incentives are there.
You're not making a thousand dollars a day, obviously.
But you're stacking, you know, bricks right now.
And hopefully when things turn around, there's, you know, more people stacking bricks next to you.
And y'all got a whole neighborhood.
And now everything's worth some money.
So that's a good point because, you know, the line is Ponzi's only work in bull markets and kind of seeing this mass capitulation.
We haven't seen since FTX or COVID and there's still these crazy APYs and stuff make you kind of think that it's kind of working.
Right. So, I mean, I don't think we're in a complete bear market.
Maybe we'll really see, you know, in 2026 or 2027
when we really are, if these APRs stay around.
But yeah, man, it's kind of holding up.
These Ponzi's are holding up in bear.
What's up, Bonk? What's up, brother?
Nothing. I didn't understand that,
but maybe it just sounded like they changed from
they were supposed to be bear
and now they changed to Henlo or some other token that you needed instead.
Is that basically it?
They launched Henlo, which is their quote unquote culture coin.
They wanted to create a vault that receives emission from the chain, similar to the other vaults.
And the chain basically said, unless you pair your culture coin with one of our coins like a native ecosystem coin you don't
get approved and their rebuttal was well how do you access or buy henlo without buying the native
ecosystem coin you know and so they're like that was a you need one in order to get to the other
so ultimately you are buying bara in order to get henlo and and So ultimately, you are buying Barra in order to get Henlo.
And that's just kind of the chicken and the egg is the fight now.
There you go.
And then you talk about Infrared.
Wasabi and Infrared are partnering. You can now earn IBGT and liquid staking token IBGT
by simply depositing your Barra vault.
If you already staked in the bear vault head to
our vault page interact with the new ibgt button and to start earning now so just some more
opportunities there for you guys um if you do have some bara and you guys want to earn that bgt
and wasabi is doing their own airdrop too so you don't have to just farm bara i would be you get
wasabi points which could potentially be an airdrop in the future. So if you are on Barra, that's another spot where you can double dip.
If you're not on Barra, you can go over there and do shitters, do everything and take advantage of wasabi is kind of crazy APRs.
Hell yeah.
I saw this from Arkham yesterday.
Imagine being this guy.
He got liquidated for $100 million yesterday after holding the position for six years.
12 hours later, the market started pumping just imagine having a long out and all the funding that you'd have to pay for keeping that open for six years bro and then getting liquidated and then
the market just like finding your wick and uh wicking you out and then it pumps right afterward
that would have to be like i mean ggs to him but like he was the dark on the liquidation mat at that zone he
was that dark little bubble on that zone and they're like oh well we've never come down here
before but since we're down here we're gonna take this guy out yep it's all visible on the order
books guy like oh this guy's here for six years let's get this rat out bro like we we miss this
guy it's like when you're trying to get when uh when the people are trying to bundle their token and they find like a strangler that's not supposed to be in the bundle
and they just dump the token and they go to the next token and create it until they get all their
buddies in the bundle. That kind of seems what that was. Like they're like looking around like,
all right, we could pump this market. Who's this motherfucker over here in the corner?
Whoa, bro. You've been here for six years. We're getting you out of here. Bye. So that's kind of
what happened with that. And that's why I always say like get in out of your leverage positions because it's all visible on chain.
And a lot of these centralized exchanges aren't going to let you have longs open for six years,
bro. So that's probably the last time you ever see that. Satoshi Stash is down 30 billion
from BTC's all-time high. Even the legends feel the dip. So that's kind of crazy. And then there
is a person in the government.
U.S. Attorney James A. Murphy has filed a federal lawsuit against the Department of Homeland Security to compel to release the records about the alleged 2019 interview with Satoshi Nakamoto.
So these motherfuckers are trying to do everything to get the crypto to go to zero, bro.
So now they're opening a lawsuit to get the crypto to go to zero bro so now they're opening a lawsuit um to
get the whole that makes sense bro because his comment is uh i own a lot of bitcoin i've been
investing in bitcoin since 2017. he's like but the department like i read a little his little
excerpt he's like but the department uh i don't know he said the fbi or doj or whatever said uh
homeland security sorry said that they had interviewed three people and they know who Satoshi is.
And I just want to know who it is.
So my coins are safe.
I'm like, bro, I don't believe you actually own any Bitcoin if this is the route you're going.
You know, because it makes no sense.
Like, it's just some random shit.
But we'll see how it plays out.
Because wasn't there that whole Fox News special or what was it?
I don't know.
It was the HBO.
Who the fuck Satoshi is?
And then never, I mean, the guy was like, I am not Satoshi Nakamoto.
So, I mean, I do not want, like, if Scottie Pippen's a liability, like, when you have BlackRock now involved with Bitcoin, that's the last, like, those people invest in everything.
And, you know, they're the black, you know, they're the secret government.
And if you're going to FUD their bags and FUD their investments, you're going to get fucking capitulated before you can come out with the fucking information.
So I think the kind of two things that could send crypto into zombie land where we never come back is one Bitcoin moving from that wallet would fuck up crypto forever.
And then the unveiling of who Satoshi Nakamoto really is, I think, could fuck crypto up forever,
too. So I think those are the two major black swan movements that if that ever happens,
where a Bitcoin moves from that vacant wallet or that dormant wallet, we actually understand who
Satoshi Nakamoto's been. There's actually receipts. I think that Bitcoin goes to zero and then all the rest of the market will probably go to zero and there'll probably be
some kind of revival of crypto but it won't be bitcoin like centric and we won't just be running
off it'll be actual cypherpunk shit all over again yeah or the attempt or the the rebirth of
that do you think that though do you think if if a if a bitcoin moves from that vacant wallet like
bitcoin capitulates like to zero pretty instantly i feel like it's going to be a knee jerk reaction so quick because it's like this, the sentiment
and like the vision is that person's dead and this is a group and this is done for the
And then if there's some kind of greed that's involved and now there's like execution risk
that kind of puts a kibosh in what this whole space was built on top of.
So I think that that's kind of something that we got to look out for.
And now that Arkham's tracking it, you best believe if anything moves out of that a sat moves
out of you're going to know like incident but people have been tracking it for their whole
lives bro like that's just one of those things that when you're an early bitcoin or you add to
your your watcher list and you're like hopefully one day i never get that text you know that said
that something moved out of this wallet or that it was activated
I mean to a certain extent though. Does it change?
Yeah, it does change the fact that everybody assumes that he's dead
But you also have the underlying shit of what Bitcoin is and how intertwined it is with blackrock and all that kind of stuff
so I don't think they would ever expose or risk just
Losing everything all over again you know yeah before they started buying
bro and etfs if he was alive they they killed him 100 exactly before they started this they
probably yeah before they did any of that shit if he was alive they spent all the money they needed
as a group fidelity everybody threw down and they just offed them, and that's it. Yep, you're right.
I saw you talk about this earlier today, the Lunatics.
I'd pin up today's men's schedule.
Was that something that was profitable today?
Was that a free men or something?
3D Moon PFPs?
It wasn't a free men.
That was the one that you said that it was with all the different artists that you hadn't seen yet.
Like last week, we talked about it.
They had issues with uh the rares being
mempool sniped and just really really rough start ultimately the team itself was uh not to say really
good but has been really good with communication ultimately execution is what's going to matter
but if you were sniped if you try to buy on men if there were issues and all that they're aware
of it all they're willing to talk to people in dms and in tickets so they're working through it and no issues that i've heard of in the last
hour or so but it was really rough let me i'll post an article about it once you finish with
the schedule yeah so it's 0.0004 it was 3333 333 on Bitcoin. 3D moon PFPs backed by several Bitcoin IGs.
We have curated hearts by MOBA.
It's free 2022 on base.
Pixel hearts with a twist where rarity is influenced by community votes on which should stay.
I've seen OpenSea even backing this.
There could be some kind of incentive to maybe mint this and hold this
and possibly be some kind of XP multiplier for you and their shipments. We have the OCM Katoshis, 0.0042 Bitcoin. I think that's like
$300, $400. Supply of $2,099. It's on Bitcoin from one of the most active ordinal communities
that have been building for four years. Then we have AI Craft Fund. It's free. It's on Monad
Testnet, launching an AI launch pad on monad free test
net mint promised aic fund token airdrop so there looks to be a token if you do get these these go
quick um you're gonna get one of their tokens i don't know if it's testnet token or a mainnet
token but uh it's probably a no-brainer play and then parabellum is og and whitelist is free. Public 0.005 sole, 1900 supply on Solana.
So that's today's mints.
That Ortegrity mint that I was telling you about, that new AI blockchain,
they minted yesterday, even got to public.
I think it was 0.05 Bitcoin.
Right after it minted out, it got up to like 0.06, 0.07.
And then this morning it's back down to 0.04.
So you could have made like a 0.02.
I don't know if there was royalties, if it was even worth it.
But we were talking about those Ontegrity NFTs the other day.
It's a new blockchain similar to OG Labs.
There's a lot of speculation that since this is kind of front-running the whole chain,
that there will be a lot of benefits for holding this nft um airdrops and stuff like that
so at 0.04 0.05 might not be a bad hold with the possibility getting your return on investment by
getting airdrops and like whitelist opportunities when this uh project goes live i just pinned up
the openc link it's on tegrity so just want to bring that up to you go go ahead den and then
we'll throw at the chief hey uh was, didn't Goblin town have like some
sort of DMV mint? I think I snagged one of those. Was that also on trio? It was like some weird
website I've never been on. I think that's going to be on abstract. Um, it's called D Y L I. Yeah,
that's a, I've been doing that live stream. It's kind of one of those gachapon games, uh, similar
to like courtyard. They had a bunch of street wear in there and stuff like that. So you were able to mint these licenses,
and then you're able to claim them on the DYLI platform.
And it looks like this is all leading up to this game actually being,
this driver game actually being launched on Abstract,
which is a great partnership.
AGT also said you can win $10,000 if you can beat Goblin Town really hard
driving game on your first try. We resurrected the McGoblin Burger Truck, now rigged with gaming
consoles, for three-day pop-up event from April 20th to 22nd in front of Days Union Square in New
York City. You'll get to try the game before anyone else and get free goodies on 420, a score
of a bunch of other giveaways. So if you're in New York, if you get on your first train,
you get the all-time score, you could win $10,000.
So, Unc, I don't know if you're in New York or if you want to go try it.
I mean, it wouldn't hurt.
Wait, we're in New York?
In New York?
It said some square, Day's Union Square.
Union Square is 14th Street.
Yeah, okay.
I can make it out there. Why not why not yeah they said bring your ledger i'm gonna wear it around my neck is that how they want me to
portray it that's what it looks like they want you to have the driver's license on you
um there's 12 of them um i have so he says i'm excited to see goblin town driver's license come
to life i have 12 to claim and considering it's our first Abstract ecosystem release,
I'm going to stream my reveals on Abstract.
If you can reveal one at a time, it should be fun.
It makes it more interesting.
I give 12 away to people in the comments.
So, yeah, these look pretty good.
I didn't get one.
Dude, I still sat in line.
But then the page, like, fucking broke and went down.
And it stopped working and all that kind of stuff.
So, I don't know if just sitting in line got you one.
I think you had to do your email and all that kind of stuff.
This is going to be...
This is basically...
This driving game is basically Up Only with cars.
And if you guys remember, Up Only had Goblin Town hoodies in it.
So, this is probably going to be one of the most streamed games on abstract when
it goes live i mean this is a fun fun loop people like driving games uh goblin towns involved and
uh it's gonna be on abstract and obviously they have a whole streamer community over there i could
see this being you know um like an xp multiplier we're talking about captains and company last week
i saw a post today that this guy got like 40 000 xp by playing captain and company for two hours yesterday dude
so the xp uh on app check is going berserk and even uh finn was on uh one of the streams yesterday
eli stream and basically going over how you get the most xp and this is coming from the guy that
calculates all of it so meme coins and nfts are holding multipliers every week so getting into
meme coins and training nfts uh there's multipliers on that xp calculates based on the apps with the
most usage per week's ig transactions so it looks like the xp based off the the leading dap if you
play that dap it looks like you're going to get more playing the leading daps than a dap that's
not actually getting any usage. Clipping for badges.
So we're talking about clipping for abstract streamers.
It looks like you can get a badge for that.
And accumulative on-chain time and transactions.
So being on-chain, just participating,
and doing a bunch of transactions
and spending a lot of time will also give you XP.
So I thought it was interesting seeing Finn on that stream.
Everybody's trying to figure out the XP,
especially just playing the popular games,
staying on chain and just doing and being a loyalist to the chain is going
to get you the most XP it looks like.
So just thought I'd bring that up for you guys.
Go ahead, Unc.
Yeah, I had a dumb question.
Is ETH dead?
I think EVM's alive.
I think ETH mainnet is probably dead right but i think people building
on evm is happening all over like sonic barra abstract they're all popping up i just don't
think that eth mainnet has the use case especially when you're doing fast transactions why would you
pay three or four dollars when you can go to l2 and have an economy where you pay cents. So I do think ETH is dead in the part of like having usable apps on it.
I think it's good for maybe launching like a NFT still and stuff like that.
But I think it was like a layer where people are going to transact on it.
I think they're the engine makers.
They're there.
You know, I mean, is the car dead?
I mean, they make engines.
People build cars around them
So it's kind of like yes, eat in a sense
It's dead if you want to value it as a car company, but if you value it as an engine company, I mean
It's doing better than it ever has before
Right. It's just before you could only buy your car and your engine at the same spot
Now you don't need that right now
I can come get the engine for you and get the body parts and get everything I need elsewhere and have it custom to my needs. And I think that that's the
biggest thing about ETH is that it was always designed to be an engine store. We just utilized
it for everything else, right? And so ideally it's getting shit on for that reason. Go ahead,
Dan. I know you have limited time yeah uh you know i'm actually
work is like my meeting got canceled it's a slow day markets are down i don't know what's going on
but i'm i'm capitalizing on this opportunity um so uh yeah like um dude i forgot what i was
gonna say because i said that yeah oh uh so eeth uh vitalik originally said that like eth was intended just
to be a base for l2s to transfer in and out of it was never meant for us to play with nfts on
um and like looking at that most recent upgrade dude it didn't really mess with gas all that much
you know what i mean so i think l2s is where we were originally intended to be
yeah but when were l2s actually originally thought out because i don't think we were thinking on what
2014 or 2012 hey let's make l2s on top of this first thing that we've made smart contracts for
it was i think it's just that they have such security and stability that's the only reason
why that they're copying L2s.
Look at Barra.
They don't even need, what's it called?
A Barra chain.
They don't even need ETH on Barra chain.
I think it was just the intention of design is more along the lines of what I was referring to.
A lot of these L2s could use the staking capability of ETH mainnet to secure their chain also,
and then tap into that liquidity on eth mainnet
too uh also which if you're like monad and you're like not eth centric or evm you have to create
that whole security level and find all the liquidity so the lt the l2s benefit for all
this security and stuff on eth too so it's beneficial i do think it's gonna be cross
protocol chain uh like liquidity pools that's the biggest thing if you tap into like Dolomite and stuff like that.
And that's why you want to go EVM.
Because you're right, On.
Essentially, I mean, Barra needed ETH in the beginning.
But in reality, proof of liquidity, the fact that all the validators are up and everything like that, right?
You could technically interact without it right and just bridge over from other chains
and convert inside and actually create bara on chain through bgt which is done so you really
don't need to come over a bridge anymore now that poo is activated but oh shit sorry yeah but
originally you did dude big trade just happened in the NFL, my guys.
Dolphins trade Tyreek Hill picks 13 and 48 to the Patriots for pick four, a.k.a. Travis Hunter.
Holy shit.
Tyreek Hill, the Jet, is going to the New England Patriots.
And it's the same division.
Yeah, why is it the division?
That's weird.
We needed it, Espresso.
As a Patriots fan, brought itin down bad you need a burner dude you
guys needed like an elite wide receiver forever so getting tyreek the fastest person in the league
on your team i'm thinking drake maystock's going up bro so patriots gonna be nobody to fuck with
but uh the patriots traded their fourth pick so now that the miami dolphins have the fourth pick
and they're probably going to take like
Travis Hunter or some shit, which is the next generation, like the Shohei Itani of football.
This dude plays defense and wide receiver. So I'm a big football guy. I just saw this come across my
thing and I've seen Tyreek bitching on the timeline. He wants to get traded. So what's up,
Scott? What's up, brother? you man you doing good yeah man just uh
dude just trying to be the lobby scotty man and get these bills passed for us and try to get the
bills to the actual committees where whether it's energy whether it's you know uh transportation
aviation any of that kind of stuff just trying to get the uh the bills in the right committee hands
uh where you know they'll believe in it and bring jobs for themselves.
And they pretty much want the problem solved.
So who better than us to have the answer?
But you still need the committee, the Senate, and everyone,
because obviously we're not lobbyists.
But what we can do, we can be aggregators for all the projects,
all protocols of Web3,
and then lead them to the lobbyists that they need to go to and the committees to get this shit passed.
But, yo, shout out to Geonet.
Shout out to fucking Filecoin.
Everybody's showing up, bro.
Ando, Ripple, like Chainlink CEO, Sergey.
He was literally at every single event himself, like no security,
just, just trying to, I guess, put paint where it ain't. And then same thing with, uh,
Charles Hoskinson, you know, people could feel about however they want about him,
but bro was literally at every single dinner, uh, convention, the summit, like just trying to meet
people, meet, uh, you know, congressmen and
really try to pass this. So I know there's a bear market going on right now. But again,
the express own chief will tell you, if you don't need the money right now, you shouldn't be
tripping at all. Because in DC and Silicon Valley, there is no like, you don't even feel that vibe
right now. But you know, whether it's AI in Silicon Valley and then the regulatory framework in D.C., man, the vibes are high.
So, again, let's just get through this like six months together and we'll be all right, man.
I'm with you, man. I'm with you.
I picked something up for Frankie's dinner.
He has a side scroll on abstract.
He just put out a Google form an hour ago, possibly something.
If you guys want to fill out, just want to bring that opportunity to you guys.
Have you guys seen – sorry, I walked into this building for some reason because it's cold outside.
It's echoing, so I think I'm just going to leave this building.
But obviously, Solana is the home base of Helium.
And Helium is a great product.
But you know there's going to be competition for this.
And I saw this today. Didn't know much about this one, but it's called Carrier One. And they just
partner on Sui Network, which, you know, Sui is, you know, a different, it's movement language.
It's different than Solana, it's different than Ethereum. So having a competitor that does
something similar to Helium makes sense. And having their own kind of decentralized internet.
They partnered with AT&T today.
So we officially partnered with AT&T to sign the first ever domestic and international data offloading deal in Web3.
Hotspot One operators can now offload AT&T traffic globally, boosting coverage, reduce congestion, and powering real-world telecom.
With the Carrier One's website and these hotspots,
are about $250.
I don't know if this is a deep end.
I would imagine it probably is a deep end
where if you offload this data in this hotspot,
there's some kind of reward for offloading this data.
But really have heard no one talk about this.
I didn't even know about it,
but you know, suey's all the rage these days. And I did a little like investigation of what it does. So Carrier One is a decentralized
mobile network built on the SUI blockchain, focusing on delivering affordable, reliable
telecom services, especially under reserve regions. So they have decentralized networks.
So it uses technology and nodes and a DAO for community driven governance. They have affordable
access targets, unserved areas, and cost-effective,
reliable mobile services.
Carrier number system provides secure identity management.
They have a token system featuring their token KONE
for rewards and transactions manageable via a user's wallet.
They have partnerships with Sui and AT&T,
and UserTru offers a dashboard for service management
and hardware for network participants.
Carrier one combines blockchain innovation and telecom communities and empower users to what is it?
Extraordinary coverage worldwide.
So I don't know.
Never heard anybody talk about carrier one.
They have hotspots for 240 bucks.
They're partnered with AT&T could be a play here to get one of these hotspots
and reward this cone token.
I don't know.
What up, Scott?
Do you know anything about Carry One?
This is kind of the first time I've heard about it.
Yeah, yeah, yeah.
I'm excited you're talking about it, man.
Dude, shout out Carry One.
Andrew and I forget the other founder's name.
They're fucking cooking.
And this is the thing.
And I'll say it.
I love Daily Alpha.
I'm bearish on helium, bro daily alpha i'm bearish on helium bro
i'm super bearish on helium they really don't know what they're doing they keep like trying to do
different devices and take the cbrs antennas down it just for me being from silicon valley that it
shows me you don't know what the fuck what the next plan is but meanwhile xnet i don't know if you saw the news with xnet on solana xnet uh
went uh they did also a the same deal at&t uh and then now carrier one is doing the same the thing
with with this telecommunication stuff helium wants to do it all by themselves
you can never go against verizon and all these people with just some small coverage in Miami and a few other cities.
It's going to take the XNets teaming up with the carrier ones and so on to make one big network, right?
That's one.
But unfortunately, chains all want to have the biggest you-know-what at the table, so they don't want that.
So shout out to sui because they actually
understand this logic that it's bigger than just one chain um so anything whether it's chirp
wireless um uh carrier one uh there's another one on sui called 3dos it's basically you take a 3d
printer and that's the d-pin bro your 3d printer does the job that people need p2p so
again barrett chain and suey they're doing this niche asset thing with d-pin and i think like
there's there's there's something to that man so excited to see uh see what happens and the thing
on that too it's like it doesn't matter what you want if you're helium what you want as carrier one
verizon like you said or 18t're going to get all of them.
They have enough money to say, yeah, I'll take you.
I'll take your network and your network.
And you're sitting here bitching and complaining about whether or not you're going to get a bid or not.
When you understand that it's a different ballgame, that these are the telecom of literally the west for the last 50 years since original
wiring and shit yeah dude it's a different ball game so they're not just gonna buy you and even
if you are the best network in the world they're gonna be like all right cool here's your check
how are you growing where are you expanding you're like oh no we're the best no that doesn't work for
us there is no best there is no you're fully covered. You need to keep growing.
You need to keep setting up either cities.
That's the thing about it.
They want, like you said, the most and best coverage, right?
Expansive, thorough quality.
And so they're just going to get all of these companies and kind of gobble them all up.
and kind of gobble them all up.
I mean, I agree with you on the Helium thing.
I mean, I agree with you on the Helium thing.
We talked a little bit about how them switching over from mobile,
not even understanding why they launched mobile.
They don't know what the fuck to do with mobile now.
You're still getting Helium rewards,
but they're starting to try to push away from actual crypto native rewards
into gift cards.
So now you can get uh cloud points and you can go and
sell those cloud points for rewards and stuff like that i mean i have a minor i i've told you guys
here at tda i mean i double dip with my phones and any of that ever since the kyc aspect it's
i've been less bullish not necessarily bullish for the lack of kyc but the ability to game and create multiple
let's just call them streams or farmers is less right it's it's damn near zero now with you having
to put id and all that so a lot of things have changed ultimately since when we first started
our positioning with helium and mobile and all that kind of stuff and it's just cool to see that
there's options because before you just had to be bullish on them because that was all you had
Right and everyone was scrambling to buy miners to buy etc
Hotspots, whatever it may be and now you're starting to see that
Okay, if helium really doesn't know what they're doing, right?
Which their next expansion was supposed to be something similar taking offload data from t-mobile, but that didn't pass
Right, it did pass but you get no rewards.
So you're sitting here trying to tell everyone that has these hotspots and these miners that
like, look, we're going to push through a shit ton of more data and ask you to stay online,
but we're just testing it out. Like we're not going to reward you for now.
And so now you're like, well, why am I going to do it? No. And so they literally got voted against
allowing that.
So it's just stuff like that to where ultimately they're not growing with the community anymore.
And I think it's because it's a deep end or this idea that's been around for four or five years and now is slowly getting traction.
So by then people studied, learned, launched concepts and are now innovating faster than them.
I'm having a hard time i mean in the past month
and a half we've had a lot of big things happen taproot wizards bear steady teddies we had some
tges after like steady teddies meant happened last week i'm having a hard time of finding like
what people are excited about next like what's the hype thing that everybody's looking at and
i think that's where we come into play like just like flipping over about next like what's the hype thing that everybody's looking at and i
think that's where we come into play like just like flipping over rocks and trying to find the
next thing but i feel like there's really not a pinpoint thing that people are looking at and
like excited about there are a bunch of like opportunities on test nets and farming airdrops
and stuff but scott what are you excited about like what is what are you excited about for the
next two to three months i'm having a hard time finding new interesting stuff that's like being built right now and like if you go look at
charts developers are developing rates like dropping off a cliff so a lot of that stuff too
actually is just like no i was just gonna say a lot of that stuff is just squeezes of gasoline
right like you have a spark and people just come up and squeeze all their gasoline and they're done
i mean if any of you guys have ever lit a fire your fire is gonna die a lot faster than it did before because you had no base
It wasn't even a real fire yet, right? And that's what you said. You get these hype mints
They come up the fires there you get the boom and then ultimately it kind of sizzles out because it wasn't a
base created for it to keep going longevity and bases take
compounding small little things for months
of building etc so i think that's ultimately why like we're getting these booms and then now the
busts a lot more volatile i guess you could say oh yeah no uh no i agree with both of you like
it's funny you brought this up express it because one of the main pillars in my in my consortium was web 3 has very very weak narrative and chief you just literally just
like co-signed what i was about to say like the whatever narrative and we'll take d side right
d side was a great narrative great idea could diseases. You can own IP and science.
But what happens? DCs come in, they pretend they're like the heroes of the space.
Yeah, DeSci, D-Pin, RWA, we're the heroes.
No, dude, they're doing a fun line, like literally not even a year old,
or not even a year long, pretty much to TGE, dump 25%, rinse and repeat,
and do that on 90% of their investments.
And hopefully the 10% fucking bring back what the 90% lost.
And if we keep doing this right, we've never had a chat GBT moment.
Our biggest moment of Web3 was Polymarket.
And again, that was casino-based gambling, betting.
So whatever narrative does come, meta, whatever we want to call it on crypto
x like she said it gets exploited blown up by the vcs and then it's rinse and repeat remember
social fi everyone's like oh social files we we could go on web3 gaming blank to earn um dpin
bro we can go on and on but the only two things that are that are sticking is real world assets
and not the pokemon card i'm talking about tokenized credit collateral settlements things
like that and stable coins while everything's going to stable coin volume keeps going up
so it's really interesting to see like the two most boring things that are not talked about on x
and let's take even more things expresso because
you asked me what i'm excited about there's no one even talking about tokenized robotic labor
arbitrage on this motherfucking app and it's already happening so again like the express is
the cheese the scots i know i see bad brothers in here you gotta front run this space like
espresso and chief did with d pin and rwa you got to kind of find the the shiny thing
before everybody else does and then front run it and for me it's physical ai like there's no
if ands or buts if anyone who went to ces you saw jensen that little the lights went down the
little line went above agentic systems because everyone's on AI agent. And what happened? There was a physical AI thing.
So you're already seeing figure Boston Dynamics, open AI now, like these droids are already being shipped, especially the figure ones already have BMW building cars. So again, I want to own some
towel folding robots with Dan, Expresso, Chief, and just check my dashboard and go, dope. The robots folded towels for eight hours today.
Me, Chief, Expresso, and Dan, we got 17 bucks out of it.
Cool, next arbitrage.
And you're going to see this on the agent side through hardware,
through washing machines, any kind of distributed energy resource.
It'll be all arbitrage on the back end.
So that's what I'm excited about.
It just hasn't really hit X yet, but I'll be even more excited when it does i mean we had chat bt what two and a half years ago
and we got the web 3 experience of chat bots like a year and a half later so it's like
a year delayed so i would imagine there will be like in a year there will be these web 3
decentralized image photo props that you could do that you could put studio ghibli and there's
no content
restrictions so it typically takes these motherfuckers like a year and a half to like
figure out a a scheme to like launch us in web 3 i do think ai is the game breaking thing that
crypto and it coming together everybody was saying it was metaverse and gaming i'd actually think ai
is and that's what anytime there's new ai developments i'm super interested in i think
people are interested in.
I think that is kind of like the billion dollar thing is like what Web3 protocol or blockchain is going to release the breakthrough decentralized robotic, you know, D-Pin or whatever, dude.
So I do think there's time, but I just pinned up the chart up here of developers because I don't think price movement and price going up is going to get people back.
I actually think you're going to actually have to have you know things to do and
apps built and the developer base is dropping off a clip here and real quick that was the thing i
wanted to say dude i found out there's more fucking devs at google than web three total so i that's
all i was wanting to say i want to add that part yeah it's just like if people are going to build
the next big thing we need them here building and they want to add that part. Yeah, it's just like, if people are going to build the next big thing,
we need them here building.
And they look like they're leaving the space like it's a bear market.
So I'm trying to find out if, like, the developers are leaving,
and there's nothing new popping up.
And it's going to take a few years to actually get some AI stuff in here
that's interesting.
Like, are we going to revive this market and get people back?
Is it just going to be Bitcoin going to $120K?
Is that what gets people back?
Like, I don't know. I'm just trying to figure it out because I do think on-chain
development and developers here building cool things that isn't like gamble related is what's
going to bring people back. It's just something that's fun and there's some kind of profitability
at the end of the day. So I don't know. I'm not looking, it's not optimistic or I'm not pessimistic
or whatever. I'm just like confused of what the
next version of a bull market's going to look like if we're going to go back into it. Is it
just meme coins again? Is it just price action or is there actually going to be a cool app or
something built that actually brings people back to the space? So that's kind of what I'm thinking
now, trying to figure out. Go ahead, Den. Yeah. Hey, man, shout out to Scott, dude. Anytime I
see you up here, bro, I love listening to you speak, man.
I definitely agree with a lot of the points you make.
And, you know, shout out to crypto, dude, for counting AI and agents, but really misusing the ever loving heck out of them, dude.
The real potential for those things right now, dude, is in Web2, taking it back to other areas, man. And I appreciate everyone at
Eliza OS and all that stuff who tried making it happen here in crypto. But the execution that I'm
seeing, and I mean, tell me if I'm wrong, but dude, it's like all novelty right now. It's not
actually true AI. So we get in this misuse of terms and people get excited because they might
think they know the potential, but it's not here yet for this space. It's just, it's pure novelty.
And that explains why a lot of it tends to go down because it's not true use of the technology.
of the technology. I mean, right now, if you look at what Nvidia created, dude, you can like,
I mean, right now, if you look at what NVIDIA created, dude, you can like,
on a single box, you can do like an actual AI for an entire corporate company. Like that's where the
real opportunity lies, man. Like I hate healthcare for the most part, because the people make it
absolutely miserable. Like it's not healthcare, it's the people, but it's calling me back, man. I'm feeling
it because there's some real opportunities when it comes to AI and agents alone in the traditional
space that everyone is just missing the boat on dude. So yeah, that's just my little segment on
that. Hey Dan, real quick, Johnson and Johnson and a few others, bro, even taking it a step further.
So MRI machines and shit like that. So in Americaica they only can be used for a certain amount of years and even though they
still work they're fucking perfect clean they can't be used anymore thinking about this taking
those to underdeveloped area mozambique whatever now you're tokenizing the mri machine and renting
it out all across these you know know, second tier, third tier
healthcare systems. And literally, damn, we're just checking our dashboard. Oh, dude, the MRI
machine that we all, you know, fractionally own in fucking Mozambique. And on the other side,
we're saving lives. We're saving people, getting healthcare to people that would have never had it.
So again, man, a lot of this stuff you don't see on x but it's already happening today it's not like this utopian ready player one world like it's
already like happening now and you got players like literally johnson and johnson trying to
figure out you know what to do on the medical side i mean not let's take that even a step
further man when they started looking at mris or 3D imaging, they're going through like segment
lines of images and those are all specific contrasts, dude.
So imagine AI or agents coming in and taking all of those measurable differences and contrasts,
making an easy report and sending that right off to an actual doctor of sorts, streamlining
the process of analyses.
Dude, like I said, I don't like healthcare
because the people made me dislike it.
But the value right now and what we're talking about, dude,
is like, I don't even want to think about Bitcoin
because the value on this alone is like,
you can hold Bitcoin, but the value of your Bitcoin
is not going to be that great
compared to getting in early on this type of stuff hopefully it's accessible to us and not just like
token gated to like ipos and like the big investors hopefully there's some kind of
breakthrough technology that you know retail people like us can invest in and make the come
up bro there's a lot of things like privatized good no i was just going to say one of the cool
things about that too is just the next level of well the iteration right i mean we had traditional let's just say devs programmers
coders right and then you merged it with ai and then you said okay cool now you have this new
let's just call it coding 2.0 that it's a hybrid of what a dev knows as well with an AI, and now everyone's calling it
vibe coding and this and that, right? So there's going to be more iterations of, let's just call
it simple tasks that we do, or tasks that we do in general that are, let's just say, tedious,
metonymous, whatever it is, and that with AI, we're going to enhance it and it'll be, oh, it'll
be reading 2.0, right?
So instead of just reading the whole book, you'll read synopsis and this and this, and
you'll add on the agent in that sense to speed run just basic things.
I think that that's ultimately the coolest part in this kind of revolution is just the
regular stuff that we're doing today being enhanced and kind of a sped run for efficiency
rather than proficiency but
can be catered to both right you can be efficient and proficient now rather than having to pick
one or the other which is something that before we kind of have to either be as efficient as
possible or as proficient as possible so it kind of looks like in this space is like some crazy
development happens and then we just create a token based off the news event so you guys see that remus thing that happened this weekend of this first animal ever
resurrected from extinction the dire wolf lost to history over 10 000 years ago was returned and
reborn october 1st of 2024 these remarkable pups were brought back to life using ancient dna
extraction from fossilized remains watch Watch the pups grow.
And they have their own YouTube channel and people made a fucking token.
And this thing went to like $10 million yesterday.
Is that all that Web3 is good about is like creating a vector to speculate on
news events?
Is that, is that, is that what we're here for?
But it's kind of crazy that they're like using CRISPR and these DNAs to
fucking resurrect animals from 10 000 years ago bro like
that's crazy news but what do we do in web3 oh we don't iterate on we don't try to like create the
web3 decentralized crisper we just create a token that uh is based off a news event and we try to
pump it to 10 million dollars with bundled bundle launches and shit so see espresso this could have
been used bro we could espresso could have been the founder which. Expresso could have been the founder of a chief, hired me and Dan.
We could have did the IP for the wolf genes.
But no, we rather fucking, bro, you know how much anyone in science, look how much you make off owning IP in science.
This is why you don't see these motherfuckers.
They own like 1% of some scientific research and they make $100 million cash.
research and they make a hundred million dollars cash but instead of doing that and that taking
like you know a couple years expresso like you said we rather just take the name drop the coin
and collect man you just said that you just said there was a deep end for 3d printers how is this
any different than this is a 3d printer of dna bro so it's like printing extinct animals could
be a deep end project bro like once we get money involved in this you best believe jurassic park's gonna be spun up in a year my guy like you've seen the motherfuckers what
they do in this space you give them an inch they take a fucking mile dude we're like jurassic
parks next year bro like if we're we're bringing like little cute animals and and willy mammoths
you best believe yeah we did the mammoth uh mice yeah earlier this year we did the mammoth
it's it's cute first right and then they get into like aggressive shit here's the thing a lot of Yeah, we did the mammoth mice earlier this year. We did the mammoth mice. It's speeding up, bro.
It's cute first, right? And then they get into aggressive shit.
Here's the thing.
A lot of people that didn't read this correctly, and I mean, obviously no one cares because
we're just here to dump on each other.
But if you read a little bit more, they just made this wolf to look like him.
They didn't actually use real dire wolf
uh dna uh if you read the the actual intricacies in the scientific blog uh it was genetically
modified to resemble the dire wolf but it is not an actual dire wolf um descendant so ggs but i mean
if you would have brought that up when the token came out you would have told been told to shut the fuck up and just buy the token and that's the thing like no one cares if
it's right or if it's wrong bro like look this is what we're going with and it's either you buy or
you die 100 100 that's how it's been it was with the with that monkeys token this weekend where
elon musk apparently created like a group and they based the token off it went to like two million dollars based off this like glitch that was on twitch on twitter and
it's just like you can even give the most you know smooth brain explanation of why this isn't
real and people just run with it and and try to pump their bags dude like people are down so bad
that they'll do whatever it is to pump their tokens but uh i'm gonna pin up some glove up to the top we have the contention three things and i'll give it to you pudgy party which is uh
pudgy penguins uh ios and android summer 2025 so they just revealed their very first uh video of
this uh about an hour ago um pudgy party she's icy she's spicy she just ran the mobile lobby
ice princess with cold moves. So
it looks like this Pudgy penguin game is coming to iOS pretty soon. They just relaunched their
first screenshot and then little Pudgy's have like a casting call. So brand new Pudgy YouTube
series is in the works. We're licensing 50 Pudgy's to be created part of the show. This is a big
as penguins are going global. Little Pudgy's are about to steal the attention. There'll be a wide
range of supporting roles and more details will be dropping soon want your legend
pudgy to be part of it check the overpass details below and submit your pingu so kind of like a
rollout i do think this pudgy uh pudgy party and the youtube channel is kind of part of a marking
campaign for this summer for pudgy penguins so i'm gonna bring that up um before i got pinned
over and talked over so go ahead chief my bad this is just a mint the ocm mint is live so anyone that wants to participate
on the katoshi mint uh they've had a couple issues on um magic eden she was showing the correct count
etc but um more or less just be on the lookout for that and uh an update specifically about this, you will not receive the assets once you mint,
right? It will be airdropped to you 24 hours later, and then you'll be able to then
trade that. If you trade the asset that you actually mint, the inscribed pass,
meant the inscribed pass you are ineligible for your airdrop because I
think that's the thing about Bitcoin brothers no way that if I participate in
a man and we do a peer-to-peer exchange there is no way that you can put
restrictions on the actual asset that I receive once the exchange is over right
I mean there's no smart contracts.
It literally goes from the prompt, the exchange is your wallet to mine, magic eating to me,
you pay X amount or whatever. So it's interesting that they're just saying that you can't change it
if you don't, if you want to actually participate. And so you uh can't do anything um and so yeah
it says get ready it'll go fast once you mint uh you'll see this pass and you're all set your
katoshi will be airdropped to you uh two hours after mint sorry not 24 hours after mint so do
not list transfer or buy or sell this pass go ahead english jim he came back and came back up
he's connecting right now i know he left in the middle of your
sentence what up english what up brother yo yo no i i think it got rescheduled for tomorrow
is my understanding because uh they had like a hundred thousand wallets or whatever they chose
to do on on first come first serve um you know basically like the the the whitelist first come
first serve was just like for marketing right which is fine
And then um, they just got like not the need not DDoS because it wasn't attack
But yeah, just got overwhelmed the server. So I think they're they're scheduling it for tomorrow
Okay, same
Yeah, I've been watching the page because I knew it had issues early on and magic games not showing an update
But on their page or anything like that. It just says that the devs are on it so appreciate you giving us a little insight yeah somebody shared a screenshot
from i guess the ocm discord server or whatever so it might have just been announced announced
recently and they haven't got to twitter yet appreciate that you think it does well you think
it does well english um so my guess um it seems like there's a lot of demand it's at so my guess, um, it seems like there's a lot of demand. It's at $300. My guess would be that
because of the demand, maybe on floors, there might be, you know, 75, a hundred dollars profit.
Um, maybe it's a three to five X for the rares. And then like everything else in ordinals, um,
nobody wants to hold it. I mean, here's the reality. So like, I love ordinals. I think
that the value propositions dope. I think the people are dope. I think there's a lot of dope builders.
But if every single asset has been down since the happening,
who's wanting to hold anything?
So it's not really a reflection on anything.
It's not like a commentary on the quality of the team or art or whatever.
It's just, I mean, it's not their Genesis collection, right?
It's just, I mean, it's, it's, it's not their Genesis collection, right? It's not that.
And, um, you know, um, I think they, they easily have like marketing, which is fine. Like they
want to, you know, sell out. That's good. Like they want to make money. Um, but like the Celestials,
like, I don't know, like from the Karma collection, those are very, very liquid. Like,
sure. There was like some high sales. Um, but you know, OCM is just kind of different, you know,
they just have people that just have to hold it and they're happy to hold it and they never
want to sell it and nobody else wants to buy it you know like they have their community it's cool
for them like i've met a lot of dope ocm people um yeah i i think it'll mint out obviously i thought
it would mint out and that's the thing too about ocm people english is a lot of them that do hold
it and all that kind of stuff like
They've made up their mind that they're not selling they bought for XYZ reasons. They don't care about price action
They don't care what you say
You know what I'm saying? They're in kind of like to be frank
They're in their own world and they're okay with being in their own world and and that's it 100%
Yeah, the only people that are buying these to hold are more OCM people, which is fine
But like they'll be the man from the outside people that are buying these to hold are more OCM people, which is fine, but they'll be the man from the outside, people that want it to flip.
But I don't think at this point any collection is drawing in a whole new amount of people into their ecosystem.
That's just kind of the way it is.
Make your $7,500 when there's volume and hope to get a rare mint if you just want it because $300 is not a lot to you whatever the case but um you're not looking like at a three to five x here just like on the floor like
there's going to be maybe just a little little meat on the bone possibly yeah i've been looking
for like new ordinals projects i found three uh kawaii angels is one it's kind of like these 3d
mladies they're coming out relatively soon. Just a little.
So it's spired off base angels derivatives of Remilio on Bitcoin are the Kauai Angels.
A series of cult plushies inscribed cuteness on Bitcoin.
Kauai is a Japanese culture phenomenon which emphasized cuteness.
It's going to be supplies to be announced.
It's going to be on Bitcoin.
And then the next one that I found is these felines.
Feline BTC is kind of like some minimalist art they have a drop your wallet address if you want catnip uh three hours ago so possibly a way to get whitelist on this is just minimalistic
these are going to be bitcoin also i think it's going to be a 3 000 supply i don't know if any
of these are going to do well so i'm just i'm just trying to find stuff and bring it to your
attention i think the other one was this one that this OMB says that they said is hand-drawn art,
but this looks exactly like AI generation.
But Bitski, I'm excited to finally announce something I've been working on for a few months.
I present you EgoDeath, 100 fully drawn, unique, animated one-to-one prices coming to Bitcoin ordinals.
drawn unique animated one-to-one prices coming to bitcoin ordinals he's been doing uh fan art
and doing like that kind of i would say like olding old tattoo style you know uh like parlor print
for a while customizing people's individual assets and i guess he made his own collection now
i mean i can't speak 100 you know what I'm saying? But I've seen his work before, and it wasn't AI,
and he has his own little Genesis collection of one-on-ones,
and all similar style.
Yeah, those are the three things I've found
that are coming out on Ordinals relatively soon.
The felines, you can drop your address, get whitelist,
and this Kawhi Angels one, I think you've got to get in the DMs.
And then this Bitski guy, obviously, he probably gonna you know collab with a few groups in the community so those are kind of the ordinal projects that i
found they're up and coming i'm just trying to find things that maybe bring some hype what you
know what's going to bring back ordinals what's going to bring back nfts what's going to bring
back just sentiment on the timeline i'm just trying to turn over rocks and maybe these are
nothing but just and just some stuff that i found let's go ahead chief um just a couple things to be on the lookout for right i think that we're potentially getting the
magic eden airdrop tomorrow so anybody that stake magic eden participated in season one
um it is unclear if you had to have remained stake until i think april 1st or april 2nd
or if you could have unstaked as long as you participated
and did some of the quest beforehand um i'm going to post up to the top they have extended
some of the quote-unquote guidelines such giving out more tokens says the magic eden team has
decided to retroactively go back and count your volume from the first of april onwards your
backdated volume will not be shown
on the season two leaderboard but it will be accounted for on the back end so just giving
you a little bit bonus if you've been buying nfts over the last week with the market kind of
in full capitulation uh ggs to you um get a little extra bonus so on that note too uh you had vo
post something um earlier it said
something something tomorrow if you're reading this you're early so just be on the lookout for
potential uh magic eden airdrop for their season two staking rewards ultimately the first one it
was almost four to five x whatever you put in originally if you max staked and everyone else just fell somewhere in between
that based on the length and time that they staked for so could be an extra stimmy for those of you
guys that have been trading or went through the whole staking process the last time so hopefully
it's something bro i mean we haven't got the reward for that season yet. So just to break this down as well, what we received two to three months ago was the leftover supply that hadn't been claimed and the reward for just staking.
It wasn't the reward for quote unquote season one and participating in the quest and going through all that bullshit.
Now is accessing that whether you
are top 1% top 5% 10 whatever it is this these rewards that come out will be based off of your
quote-unquote work okay uh next um wayfinder right talk of the town uh if everybody's excited to get
your pennies on the dollar i mean prompt was big and we
told you guys two to three months ago and now it's the number one leader on cato so a couple things
first and foremost i'm going to post this up top it's just the tokenomics breakdown clemente just
asking a couple questions about it itself ultimately kind of ignored that but i couldn't
find the tokenomics anywhere else so just for you guys to see and check that out uh the way it's broken down it's
a 1 billion token supply you'll be able to mint wayfinder shells you'll be able to access wayfinder
paths uh it'll be used as network gas and other fees it'll be used for payments governance voting
It'll be used for payments, governance voting, licensing and fees, bounties, slash share verification against agent systems, and more.
It'll be split between two ways, 50% to the company and 50% to the community.
Cached Prime.
This is for ultimately the parallel and Prime and all those people that deposited and staked Prime first, and they
are the ones that are the beta testers slash the ones that have access currently to Wayfinders.
They receive 40%, future incentives receive 5%, and then Wayfinder rewards receive 5%.
The foundation is setting aside 6.6%, launch partners 1.3%, team 16.5%, and investors 25.4%.
So the Cato allocation is going to come in right there out of that launch partner.
So you guys can look at that, right?
And then ultimately the Wayfinder rewards is that 2% that we were all fighting for a slice of the pie.
I think it might be a little too late.
Well, excuse me. I said I think it might be a little too late. Well.
Excuse me.
I said I think it might be a little too late.
But I mean.
Doesn't hurt to try at least.
You need $10.
In six different tokens.
In order to qualify as your quest being completed.
I think that one of the interesting things.
Is some people are going back.
And topping up.
And making sure that they have at least $ dollars ultimately if you put your money in like i did a
month ago uh you got like eight bucks right or some some of these tokens you maybe got six bucks
or seven bucks so just don't miss out on the airdrop if you did this dumb because of two
or three dollars if you've already did the 60 bucks just go check make sure everything is at least over 10 bucks right and if you haven't done it i don't think you're missing out too much
uh it is number one in mind sharing cato but it takes five ten minutes it takes ten ten dollars
for five uh to six different chains sorry and then lastly um they updated on who their agent is and some of their agent capabilities.
So it says, who is Midas?
It says, some are using Midas to be more efficient on chain,
helping them to do basic tasks that used to take time.
Midas aims to onboard the next 100 million people on chain
and to do so to help them swap, send, and receive tokens.
Wavefinder AI will have multiple agents ready to help engage on-chain.
Midas is the first agent available to the public.
Some of the uses of Midas will be to explore the edge of what's possible with on-chain AI.
The most advanced AI agent in the market.
More advanced users can work with Midas to lend and borrow on ave stake tokens and
bridge assets midas is also incredible incredibly capable of sharing market trends and analyzing
portfolio data across many signals and tokens so in a sense it's going to be an automatic agent to
manage your port you can utilize it to do staking rewards and kind of chase yields while also seeing
hey you're trending
downwards. Hey, you need to maybe get out of this token. It's been progressively down for the last
10 days to even doing this stuff for you, right? It's one thing for you to get the alerts and you
have it and go do it yourself. This is the next evolution with AI to where it'll do it all and
manage it for you. So that's kind of a little introduction into their newest agent.
And then for anyone that wants to
or has participated in prompt in the Wayfinder,
make sure you got your 10 bucks per token.
You don't want to miss out on this little airdrop,
big or small,
just because you're a couple cents or dollars short.
Boom. I got a last thing I have is pinned up to the top if you guys are V friends fans or enjoyers the latest trophy box what is this is this trophy box no, it's a hobby box. You can go in there and pick up the VFriends box, right?
Ultimately, it's a card game collectible.
VFriends have been doing this for shit, since they really came out, probably two years ago.
It has a big independent market as well of people that buy cards, packs, grade them.
But first hobby box available, and it's relatively cheap.
It's at $99, and typically Hobby Boxes we sell for a couple hundred, right?
This is a raffle because it's priced so, quote-unquote, economically.
You go in, you claim how many you would like to buy.
It's kind of like a pre-sale raffle.
Say, I want one, I want two.
It gets your money, it gets get your information and then it'll
let you know if you won and send that out to you if you didn't you're refunded so for any other v
friend um community members that we got y'all check it out up top yeah i just pinned up some
stuff uh obviously just the latest alpha dump of stuff that i found and then what is in the show
so oh open c did their new shipment drop If you swapped a token on OS2 Open Beta
that's affiliated with the NFT collection,
i.e. a connected page on OS2,
like Ape with Basie or Prime with Parallel
or Anime with Izuki,
you got an XP drop.
So don't fade that.
That's going to be huge.
Avogadro NFT gaming votes
to migrate from Polygon to base.
So Avogadro is a big on-chain game on Polygon.
They did some votes, and they're bridging over to the base.
Not great for Polygon.
Coinbase is investing in a runes trading platform.
So USDT is partnering with them to provide up to $100 million in liquidity.
The next big narrative is Bitcoin DeFi, token secured by the biggest blockchain.
If you still aren't bidding runes, you might be retarded.
This is some guy's fucking post.
But Coinbase Ventures and Draper Associates,
$1.7 million investing to SatsTournable.
We are thrilled to announce a partnership with Tether.
Together, we're bringing USDT to runes exclusively on SatsTournable,
which is kind of crazy to have a stablecoin pegged to runes.
And Tether kind of team to have a stablecoin pegged to runes and,
and Tether kind of teaming up to bring this.
So I do think this might bring some more activity back over to the runes.
And then Slingshot announced that they're testing runes and should launch next
So we'll see if that comes to fruition.
I think Yeet,
which is a keyboard monkeys DJ and casino,
apparently been handpicking people in the emails and it's going live sometime today or tomorrow.
So if you did sign up for the whitelist and early access,
check your emails that you sent,
and they're handpicking people today and tomorrow.
Baritone, which is an online multiplayer farming, fishing,
crafting kind of on Baritain.
They basically attention Baritstoners.
This is not a drill.
Our first private playtest is set to sail on Barachain. They basically attention Barastoners. This is not a drill.
Our first private playtest is set to sail on April 14th.
You'll need to sign in with a wallet that holds your Baratone founder, Slale Sloth.
To access play to earn campaign begins with playtest.
So this looks like it'd be a pretty big play to earn game
on Barra that is starting their first private playtest
on the 14th.
And then the last thing that I have, and then we'll get to you, Din,
is documenting Bitcoin basically showed me that I don't play Fortnite,
but apparently Fortnite added a Bitcoin mine to its new map.
So lots of new young Zoomers are going to start fucking stumbling onto this map
and see Bitcoin and maybe that brings some more vision to it
or maybe people started researching a little bit more if they don't know it already.
So I thought that was interesting.
Go ahead, Din, and then we'll end the show.
Hey, just something to add for Baritone.
They are doing something inside their Discord.
It's like a team-based activity.
They're having another mint coming up.
So it might be a way to get whitelisted
if people are interested in participating
in that next mint that they're going to have.
There's also another project that's out there.
They're kind of a bit low-key right now,
and I would just invite people to take a look at them.
They're called Nichibis.
They're a tributary for Miberas.
So things are a bit hazy right now everywhere,
but definitely give them a follow.
Keep an eye on them.
They do some really good art.
They kind of got me when they did the Neon Genesis Evangelion remake.
So I was a fan right out the gate of that.
But don't fade them. I think they're pretty cool.
They're pretty low-key, so just keep eyes on them too.
Yeah, the market's dumping too.
I guess White House says additional 104% tariff on China went in effect today at noon.
104%, bro.
We're just making up numbers.
You can't even go that high no more.
They're like, look, just tax them off.
And then he's going live in like three hours too.
So, yeah, we'll see.
We'll see if Trump can save the market from going back to the 77, 76,
which kind of seems like a steady
support here. We've tapped it three or four times. So it's becoming thin ice. So appreciate you guys
stopping the daily alpha. We'll see you guys tomorrow on the show starts at 10, 15 AM. I think
me and Bongo are going to be on the live stream today at six central, 7 PM Eastern, just going
over some things and some topics going to have a short, you know, hour, hour, 30 minutes. And we'll see you guys tonight know our Our 30 minutes and I'll see you guys tonight on live stream
I'll see you back here on the daily outfit tomorrow. I'll leave here for chief to end it. You guys have a great rest of your night
Appreciate everybody that comes out appreciate everybody that's hanging out with us
Survive right we talk about that all the time longevity
There will be plenty of opportunities and just the ability to say hey, I'm not doing this one so I can do on the next one I was probably the
hardest thing but it's one of the best skills that you can have in this time so
read a book touch some grass you know make sure that you're not overthinking
or over trading and it'll be good within a couple weeks other than that guys
we've been here good or bad for the last three plus years. So Tuesday through Saturday, 1015 to about 12, 1230, just depending on the conversation.
There'll be a thread that'll go out at the end of the show. It'll cover everything that we talked
about for you guys to do your own research and follow up on. Use it as a resource and a guide,
any love and interactions on that go a long way. It's how we can get more opportunities for the TDA. Other than that, TDA or stay poor. You guys be safe.
Have a good rest of your day. Catch you guys tomorrow. Thank you.