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THE DAILY ALPHAβ»οΈ
Recorded: June 4, 2024 Duration: 2:10:51Space Recording
Full Transcription
Thank you guys for coming out, setting notifications on, having reminders set, and shout out to motherfuckers listening to us on the recording.
About 200 to 300 people that listen to on the replay, so I want to shout them out.
If you could, you know, leave a comment after you're done listening so you know who you are.
So I would like to maybe curate some of this show to you a little bit more than just a live listener.
So appreciate you guys.
And yeah, we'll get into it.
We've got five shows lined up for you, two plus hours, and I think there's a lot of stuff to talk about this week.
And I think we've kind of reset, and we're ready for the next leg up personally.
So kind of looking at the charts, looking at people in enthusiasm and looking on the chain, and it looks like we've been sitting around this $69,000 for probably like a month, two months.
And I think by this time next week, we will be at an all-time high.
So that's my prediction.
By Tuesday of next week, we should broke $73,000, and we should be somewhere.
I don't know if we'll retrace, but I feel like this week is the week we break all-time highs.
So how are you doing this morning, Chief?
Doing all right, my guy?
Yes, sir.
Yeah, yeah.
How are you feeling about Bitcoin, the chart right now?
You think we've been sitting here a little too long?
I think we're ready for a breakout, personally.
Everybody's back.
Everybody's enthusiastic.
Everybody's talking.
So I just feel like we're the next leg.
I think everybody's back from, you know, selling May and go away, and I feel like the next stage is up, in my opinion.
Yeah, June's have also been good months.
And then you also have the fuel, I would say, the fuel to the fire with Roaring Kitty, GME, and all that kind of stuff going out.
You know, people being in a bit more willing to be risk-on right now because of that, you know?
So I think a lot of catalysts are lining up to where it's looking not necessarily frothy, but prepared for a move.
You know, we've coiled up nice.
We have enough catalysts in place to continue the movement.
So, yeah, looking good, bro.
Especially from a week ago when people were so gloom and doom and grim and shit.
That's what we say.
I mean, the thesis doesn't change, even though the number does, you know?
Well, if you look at, we closed last month's candle, and it was actually a green candle.
So for all this doom and gloom in May and selling May and go away, it was actually a green month.
So, like, you're putting it in perspective.
I know it was kind of a sideways month, and a lot of people got frustrated, but it was actually, it wasn't like this red month that everybody was kind of seemed to be if you're on the timeline.
So, if you're going to look at it, it was actually a green month.
So, I don't know what all the fuss was about.
Yeah, it was boring, and we were tracking sideways, but I felt like it was, there were some opportunities there, and I think we capitalized on a few of them.
So, I'm pretty bullish.
And then I saw this, and Alex Becker acts like he doesn't call stuff all the time, but he came on the timeline and basically saying he feels underexposed to Bitcoin.
So, I usually don't ever call shit, which is a complete lie, because all his videos are calls.
But this is just the most blatant Bitcoin coil up before a bull I've ever seen.
I'm feeling underexposed on all my long-term orange coin bags.
So, even Alex Becker, which I feel like he's in a few whale group chats, is even saying that he feels underexposed.
And this is a guy that has millions and millions and millions of dollars, feels underexposed to Bitcoin.
And typically, when we have Bitcoin go on these runs in all-time highs, that gives kind of like a magnifying glass back to Bitcoin and its ecosystem.
So, I see of us tracking, and if we kind of have a good week, we've already kind of seen the enthusiasm return on runes.
We see ordinals kind of hit a bottom.
I would say in the next, like I've been predicting that July is going to be kind of like a top, personally.
But it's going to start off with Bitcoin running first, all the ordinals and all the runes running,
and then kind of having like a mini altcoin season at the end of June, end of July,
and kind of hitting the top there, and kind of doing what we just did in August and September,
and then kind of recoiling up going into the election.
So, that's kind of what I'm seeing and kind of what I'm predicting is happening.
But if we're going to get this momentum, and we're going to get these all-time highs on Bitcoin,
I would imagine ordinals are going to go up in price too, bro.
So, that's what I'm looking at.
Everything's kind of, you know, we just had an upbit listing for Dog on the Moon.
I think it broke a billion.
We have Frux, which is a new NFT, just like breaking all-time highs.
So, it's got enthusiasm back.
I don't think it actually broke the billy mark.
I think it hit 950 or shit, and then just been instantly like shorted to fucking hell, right?
Because it hit, but Mexi, or yeah, Bybit, sorry.
And then, motherfuckers are now, you can leverage trade that shit, and they're going hard on the shorts.
I mean, in a sense, you got to keep in mind, I think that they're still a leg up, right?
One billy is clearly the magnet.
Anything over that is probably going to be a little bit of froth, but expect a little bit of downward momentum.
But also, don't forget that two more coins are slated to come out to the same, more or less, group of people.
So, one of those things that I know that we've been seeing, runestones catch a bid because of that purpose, right?
People are trying to prepare for the next one.
But it's also that roller coaster that we see, right?
The first roller coaster loop is always the biggest.
You always have the most fun, right?
It's the longest buildup.
And then, every single loop after that, it's a lot faster process, and you go less high.
So, that's more or less my thesis for how this is going to play out with the three coins and just the division of liquidity.
Ultimately, when you're bullposting, right?
Bullposting one coin is, quote-unquote, somewhat easy.
You just write the same shit every day, and you just talk about dog.
You talk about whatever.
I mean, now he's going to have to alternate, in a sense, bullposting three different coins to kind of keep this going.
And he is one of the, if not the, primary factor for dog performing so well, right?
As you can tell that through correlation of his posts and just the steady bullish sentiment, right?
So, I don't know.
I'm curious to see how that...
I'm sorry.
Who?
Who?
You said who?
Leonidas.
Okay.
So, yeah.
I'm just interested to see how it's going to work out when it becomes three coins that he has to more or less shill and talk about tickers for and whatnot.
So, it's kind of my perspective on the dog, dude.
But R6 cooking like a motherfucker, dude.
Finally over 16 sats, going into the 17, 18 sat range.
Steadily moving up with dog as well.
And we've had a couple others just that finish, you know, minting out or etching out over these last couple days that have been new contenders on the scene.
So, the runes market's nice, man.
If you just don't want to bother with the Solana kind of shitters or anything like that, you can play a little bit higher time gaps due to the blocks, right?
The consolidation of just collective of orders, right?
Because you get these 50, 60 order gaps.
It'll raise up the floor.
The block will clear.
The floor will settle down a little bit.
So, it's just a consistent wave of up and down.
And you can definitely play that for small gains all the way up and all the way down, too.
So, I don't know.
I've just been heavy in the rune trenches recently.
Go ahead, Uncle.
Jim.
What up, Don?
GM, GM, GM.
I haven't been here in a while on stage, but I've always lurked in the crowds.
You know me.
What Expresso said is pretty β there's two ways to think about it.
One, the summer's coming in.
Less people are going to be here.
So, yeah, July could be the top.
But I'm just looking at all this influx of liquidity that we possibly have, you know, all these airdrops.
We have the Blast airdrop.
ZK Sync basically just, you know, came out, is going to come out.
There's the layer zero.
We got maybe even Pump Fun.
We got Magic Eden.
We got Ravi.
Margin 5.
There's so many.
Photon is a big one that's coming out, too, Unc.
Photon is another big one.
Taiko is already coming out.
There's a lot β layer three.
There's a lot coming out.
And literally, I want to say June, which they're probably going to postpone.
A lot of them are going to not want to involve with β get β interact with the other ones like Frame, how Frame got pushed back so far, and we've already forgot about them.
I think June and July is going to be a big liquidity fund.
Blast itself, just remember when we had Blur the first time.
This is going to be the first time we get a redacted Blast incentive or whatever type of incentive airdrop we're going to get.
It's going to be β there's going to be more token β there's going to be more β there's going to be more locked value on Blast, I think, after the TGE.
So I really think this influx of liquidity is going to go great with the narrative that X has just been said.
I mean, looking at β also, the ETFs are definitely been in positive inflows every day last week, and I think we had 100 million yesterday.
I think we were at like 40 clips, 40 million clips all last week.
So, yeah, and there's β I think we β we don't have any new users yet, but a lot of people are now diving into the ETF.
I feel like a lot of those people, like the hedge funds and all that stuff, probably took the first quarter to understand Bitcoin and now probably are starting to offer it to their customers.
I know we talked about that multiple times.
But, yeah, I think β
The topics, just so β exactly what you're talking about, ETF inflows for the past month, 15 days of consecutive inflow yielding 14 billion year to date.
Yep, and I think that is β like I feel like that is kind of the main β like when we're not having new people, I think the inflows kind of bring this momentum that hasn't been there before.
And I think kind of the price definitely correlates to like the positive reaction to positive consecutive like inflow days.
So, if we can continue to get green days, green days, green days, that brings positive sentiment to the timeline and more people are ready to risk it for the biscuit personally.
Not only that, the ETF never actually started inflows or trading.
So, once that happened, you know people are going to be interested and people have more of an eye kind of on Ethereum, the newer players, the normies, because it's been a bull cycle from 2020, the Ethereum use case.
So, that's what they're kind of exposed to.
Yeah, and there's tons of countries that are launching their own ETFs too.
Thailand, SSE approves their first spot ETF.
You have Hong Kong ETFs saw $32 million in inflows yesterday, which is β it's been kind of like every time we've gone to kind of China waking up session in the past two or three weeks has been a sell-off.
But yesterday was kind of a good day for the inflows.
What else do we have?
We have the ETF saw $49 million in inflows yesterday.
Australia too.
Yeah, so these are rolling out everywhere, bro.
Yeah, Australia went live today for their ETF.
So, I mean, it's consistently going.
Like you said, you had Thailand yesterday and Australia today and it's β the world is changing, right?
And it's just one of those things that for us, we're like, yeah, finally.
But to a lot of people, it's like the not at all and then all at once, right?
People don't even understand what the fuck these ETF letters mean or what any of this means for their actual money or any of β really.
And then they're just like, oh, people are starting to talk about crypto again, you know, on the news and stuff like that.
And so I think that that's the biggest thing.
It's the not at all and then all at once because you're starting to see almost everyone, I guess you'd say besides U.S., right, take a position.
Ultimately, U.S. did with the ETFs and whatnot, but still not federally trying to take a position of β or a stance, right?
You saw that with the Biden veto.
So I think that that's going to be the biggest answer is how this political cycle plays out to really either propel us, right?
Or, I mean, I'm not saying it'll hit us goblin town, but I think that the resistance that'll prove if this doesn't at least break through now, right, White House, Congress, presidential cycle,
and actually get changes, that it'll be β break it for the United States, right?
Most people will probably leave and just choose to set up shop elsewhere.
Yeah, that's going to be tough.
I know I've been talking to a few people that live in Canada and are trying to get the fuck out of there.
And what they notice is there's actually an exit tax from Canada.
So, like, you know, they've had some crazy political things where they're, you know, possibly taking, like, 60% to 70% of your gains.
One of my guys was like, dude, I'm trying to get out of fucking Canada, trying to move.
And there is an exit tax of, like, over 50% of all your net worth anytime you want to exit Canada and go to a new country, bro.
So it's like he's ultimately like, should I move and, like, lose all my β like, half of my money?
And he's like, it might not be worth it.
I might just sit here and try to, like, try to reform this place.
Like, how do they know that you're, like, leaving the country and all that shit?
I'm sure you have to fill out some documents.
I'm sure there's birth certificates and Social Security numbers.
There has to be β there just has to be ways that has to be, like, formalized to make sure you're leaving because I'm sure you'll be taxed and all that other stuff.
So I'm sure you have to go to them and make sure all the β you know, the I's are, you know, dotted and the keys are crossed.
No, no, no.
I get what you're saying.
I mean, I'm just trying to logically think of, like, if you just want to leave the country, bro, what the fuck is stopping you from maxing your credit cards, grabbing that shit, and just leaving the country?
You know, I mean, send me a bill.
I don't β who the fuck are you going to send it to, fam?
You know what I'm saying?
Like, send β do whatever you want.
Like, who are you going to find?
I'm gone.
So β
Well, I think if you want the benefits of, like, the tax incentives of something like Dubai, I think you have to be a citizen.
And you can't be, like, a dual citizen and get those benefits.
So you have to, like, X one off to get the incentive in the other country, I feel like.
I mean, look, I'm going to throw this out there.
If you're leaving your country, abandoning your life to go pay taxes somewhere else, you're doing it wrong.
You know what I'm saying?
Like, you should have set something up to go be anonymous somewhere else.
You know, you've got all this money.
You're about to start a new life.
If the last thing you want to do is go register that you're starting a new life, bro, do better, you know?
Go vanish in Nicaragua or some shit, pay cash for everything, live a good life, and mind your own fucking business.
That's it.
It's not hard.
Chief's got it figured out.
I don't know.
Just wait, bro, watch.
I'm going to tell y'all one day, like, Leo, I'm living now in El Salvador, and it's β I probably maxed all my credit cards, and we're out.
Like, fuck this shit, ho.
I ain't coming back.
Wasn't that β didn't there be something between Argentina and El Salvador over the weekend?
Where they're both, like, now able to use Bitcoin as legal tender between the two countries?
Yeah.
I thought that was β and then you had β and then, you know, Bershaw or Hathaway basically glitched out yesterday, and I don't know if this is just a spam or if this is anything, but apparently Warren Buffett's private jet was flying to Argentina.
I wonder what he wants to do with that.
Is he trying to buy Bitcoin straight from miners?
I don't know.
Like, interesting.
And see, the thing is, too, is they had been talking to Argentina when the new president got elected.
Like I told you guys, the inflation is really, really bad over there, right?
It was at, like, 200-plus percent over the last year and just steadily getting worse.
Since the new president got in, his first thing was to go to El Salvador and talk to the president of El Salvador, figure out how they could potentially use or tap into, you know, Bitcoin and just this whole revolution of the monetary system that we've all been kind of indoctrined to, right?
And so they've been cooking for probably about six months during the time where the president of El Salvador couldn't be president.
So he had to step down from office while he was running for office for the last three months.
So he's been cooking over there in Argentina, helping them set everything up.
And he was just elected and sworn into office, I think, two or three days ago, officially, again, right?
It's kind of an interesting rule that they have over there that you can't run for office if you're in office so you don't manipulate anything from being the president.
You know, like, yeah, I'm the president.
You got to vote for me again or I'm going to fuck you off.
So you got to step down.
You know, someone steps in as like just kind of a temporary for the three to six months that you're out and then you actually have to be elected as a, you know, more or less a thought leader or a KOL all over again without having that threat of I'm the president.
You better fucking vote for me.
So really cool process.
But yeah, they're doing an alliance down there.
And then I think that they're trying to tap in to involve Brazil next.
So, yeah.
Latin countries, man.
And see this as the financial freedom that we always talk about.
So, GGs to them.
Jim English, go ahead.
Yo, yo.
Jumped in at the end of what you were saying.
But are you saying like for crypto purposes to leave the country or just to like max out your credit card?
Like what was the conversation about?
A new life, bro.
Like if I wanted a new life.
Oh, okay.
I thought it was about crypto, man.
Because like I don't think it's a big secret.
But I think like the alpha for like Americans, just move to Puerto Rico, bro.
Like there's no exit fucking tax.
Like, yeah, you have to pay taxes on like the percent that you gained before you got there.
But there's no fucking exit tax.
You don't need to apply a visa.
You don't need a fucking passport.
You don't need to change your fucking citizenship.
And there's zero percent fucking taxes on crypto, bro.
And all short-term capital gains.
Like there's literally no reason to be here.
Like if most of your gains come from trading.
Yeah.
You just can't stop a tornado or a hurricane or get FEMA help or, you know.
I don't know, man.
That's crazy shit.
Like my aunt who lived in California like doesn't want me to go to California because of the earthquakes.
And then there's people with like tornadoes in like Texas and I don't know, whatever, bro.
Like, you know what?
I live in South Florida.
Like the chances are literally the same, you know, except I can not pay 40% taxes to the fucking government.
Yeah.
There's cons behind all this shit, really.
Think about it.
I mean, look.
I don't see a con and move into Brazil paying cash for the rest of my life.
Well, isn't it like a communist-ass country nowadays?
That's what fucking shotguns always talks about.
It's like I live in a communist fucking captured country, bro.
That's because he lives.
Here's some more alpha, too, that like it's the only place that you can not live in the United States.
Technically, it's owned by the United States or whatever, but yeah.
And you can leave and you don't have to.
And as long as you don't get income from the United States, you don't have to pay federal fucking taxes.
Like if you, like chief, moved to fucking Spain and got a visa to work there for two years and you didn't get any money from the U.S., you still have to pay your fucking federal taxes as a U.S. citizen.
In fucking Puerto Rico, you don't.
It's like, all right, cool.
You didn't make money in the United States.
We'll just tax you here in Puerto Rico and it's less.
No, if you do dual citizenship, you technically, and I'm saying this out of experience because I was a sworn citizen here, right, from Brazil.
Technically, you're supposed to renounce your original citizenship for whatever that you're getting.
Obviously, most people don't and they still maintain the second passport or whatnot.
But in all actuality, you are no longer a citizen of whatever country you were if you go through the nationalization process.
Yeah, I'm not talking about that.
I'm talking about specifically like if you're like, oh, I'm going to live like the next four years in Portugal and Dubai.
Not because I get what you're saying, like as a regular person.
Yeah.
Like let's say you get a job in Dubai and you're a trader, you know, and like, all right, word, like I got a job there locally.
I'm a trader, so I'm not going to have to pay taxes.
You still have to pay your federal taxes to the United States as long as you're a U.S. citizen.
Maybe that changes if you get dual citizenship.
I don't know.
But long story short, in Puerto Rico, it's not like that.
It's like, word, you didn't work in the United States.
It's like you don't have to pay federal taxes and then you can just like move back the next year and be like, I'm here again.
Like, all right, word, start paying taxes again.
Like, I don't know.
It's such an easy fucking life hack, I think, if you're able to move.
I agree.
I just don't like that it's denominated in dollars.
You know, if we're about to make this big change, we're choosing rich and we're getting denominated at five or ten X's.
I feel you.
But here's what I'm thinking is that, like, if you could have all the benefits of the United States, like, if you like all that, you know, and you don't want to really, like, upend your life.
And you think that, like, what Michael Saylor is true, like, the next 10 years of Bitcoin is the most important from, like, a making money, like, standpoint, just because by then 99.9% of all the Bitcoin will be mined.
And then that's true scarcity.
So it's not even, like, halvings anymore.
It's just like, bro, there's just no more fucking, like, sell pressure at all.
Like, not less sell pressure, but there's no sell pressure from the miners.
And so, like, I don't know, like, spend five, ten years in Puerto Rico while, like, Bitcoin's making its biggest move ever and then just chill.
And then in ten years, fucking cash out or cash out part of it for lifestyle and then do whatever the fuck you want.
And it's not like you can't just fucking take a plane to, like, Nashville, like, BTC Nashville, and you don't even need to go through customs, man.
It's like a little island for DGNs, bro.
Little island for DGNs.
Well, appreciate all the advice for anybody that's trying to evade taxes.
I'm bad biased.
I'm trying to get out there.
I'm trying to recruit.
I know Donnie's out there.
Fucking, like, Tio's out there.
Isabelle's out there.
Everybody's moving, bro.
Come with me.
All right.
Well, we're going to make it like a rune island or something.
I know there's Bitcoin Island in, like, Bali.
We need to make, like, rune island in Puerto Rico or something like that where we just pay in runes.
Everything's, you know, priced in runes.
One project that went ballistic over the weekend was Frux, and it was a $70 mint.
I think it got up to $1,600.
Listen to the Frux, some of the Frux spaces.
Starting to realize this is kind of similar to an onboarding that happened with Bitcoin puppets.
And, uh, at first, like, I just started seeing the timeline in alpha callers and even, uh, even some of our alpha callers, even me, like, celebrating the timeline that we got whitelisted and we flipped this for 15x.
I haven't flipped yet, but the more I went on, I was like, damn, every goddamn alpha chat got Frux.
And any time I start seeing this, like, we made this much on this amount, it's kind of like a top signal.
I'm like, dude, people are screenshotting left and right how much money they made.
I'm probably going to sell here.
And that was around $1,000 to $1,200.
I let it sit for a little while, and it went up to about $1,600.
I still haven't sold.
They still have their rune.
But, uh, listen to the guy behind the Frux account.
Basically, was acknowledging that this was, um, an onboarding for a lot of ETHM efforts to get into Bitcoin.
Um, bro, I told you that.
It's Latte, Kaiju, it's all of them bringing 90% of their ETH community and all of them.
I mean, most of the people in the throne room, Maverick, right, the prominent Kaijus, they've been participating in Nordals through access from blue chips, right?
Um, getting them kind of overlayed.
But now, that's where this kind of originated.
Most of the team, if not all of the team, uh, they're all kings.
And I think Latte is the one that's actually in charge of it all, so.
Which is another, uh, Kaiju king who was actually on the Kaiju team originally, so.
Yeah, it was just making me, like, when I start seeing screenshots all over the place of how much money people made, it makes me, it's like a sell signal.
But the more I learned, I've learned that this is the first NFT for a lot of ETH people.
And similar to what we saw, like, the price increase with, uh, with Puppets, we could see a similar correlation to Frux as these people, it's like, it's my first experience.
A lot of these people are kind of novice, don't know really how to sell, don't understand the culture.
So, they hold the bag a little bit longer because it's their first experience.
Um, and now we're kind of similar to Bitcoin Puppets.
When Bitcoin Puppets came out, it was kind of, uh, beginning to me was kind of a coplay to Node Monkeys.
And ever since Puppets came out, we were kind of an up-only mode.
And a lot of the people in the Bitcoin Puppet community, uh, at the time only kind of experienced the culture of Bitcoin in its euphoria stage.
And weren't here for Bitcoin is dead, um, time.
Ordinals are dead.
And, you know, a lot of us experienced that, and a lot of people quit and left, uh, during kind of the down period in the past month and a half.
And then we kind of ramped up in the past week.
And now we're back into, like, kind of the start of the euphoria phase for Bitcoin.
And I wonder if the Frux are kind of, uh, won't have the same price action, but continue to have positive price action because of the onboarding experience and the new participants, uh, that came over the ordinals during this Fruxman.
I know they were hosting spaces with BASA, um, like you said, Kaiju Kings were involved.
So it's like a lot more ETH people are now in ordinals based off this Fruxman.
If they sold, they have like 16, probably like $1,600 to $1,000 now to play around.
And maybe that, uh, liquidity or capital can go into runes or other ordinal plays.
So it was just interesting to, to kind of learn a little bit more of it.
And I went from bearish after seeing all the screenshots of the timeline to kind of a little more bullish because of, um, the new community members that are here.
And typically they bag hold a little bit longer than people that are a little savvy to this.
So that was kind of, uh, what I learned in research.
And it's good to see like new projects, uh, gaining a little momentum now, especially in this up only phase, uh, that's starting here and ordinals again, uh, go ahead to English.
We'll go to NFY or Nippy.
Yeah.
Just some thoughts on like typical, like, um, top singles.
I think a lot of us, like as much as, as we want to think, we don't still have like bear market PTSD.
And like, you have, you have like two years stuck in your brain of like how you trade.
And then, so like what you want to look at with like certain, it's not that every project, like, I think you're right.
Actually, most projects would be a top signal based on what you're saying.
But like, I like to think of like comps, like you mentioned Bitcoin puppets, you mentioned, like it was a co-play.
So what really you're talking about is timing, like had Bitcoin puppets not launched two weeks after, you know, um, no monkeys went parabolic and everybody missed it because they got footed out.
It probably wouldn't have done as good as it did.
And the proof in that is, um, opium itself, like opium got to like 0.01 and never got traction.
And people are like, Oh, okay, well that's the size of the collect really had nothing to do with that.
It was, it was the market and the timing.
And so what I look at is with plays like this is like, maybe it doesn't run anymore,
but it really has everything it needs to make a run at something you have.
It's tied to a ruin, which is a pretty funny name or something, something fruck it or whatever.
And then what the fruck, what the fruck.
Yeah.
What the fruck.
And so if they can meme it, if they could have a strong account, you have a low mint price.
It looks like frog puppets, you know, like, so you have puppets that are monkeys.
You have frogs that are pepes.
I mean, like, who knows, but it's just like, this is one of the few times that it's like buy high and hope to sell higher.
I think let me, so you're good at this English.
Let me ask you a question since you kind of talked about it a little bit, they do have a room coming up.
And what we've experienced with like the rune stones in the pre runes, every time the room, like the room is baked into the price.
And typically what happens when the room gets airdropped is the price of the ordinal, which is containing the room gets cut in half.
And then the, the value of the collection is on two collections.
And then that equates to the market cap.
So is it probably good to sell if you want max profit before the room are like, are you holding this?
And now that we have a bullish community that they're going to pump this room and it goes back to all time highs.
I'm kind of curious the way you think is going to happen.
This is a little different.
Like all the ones that we've seen before were established communities that eventually we're going to get a room, whether through their BRC 20 or all that stuff.
So like they had a natural floor price and then it pumped because of the token speculation and then people did the math and it worked out that it's, it's exactly that, right?
So after the allocation, it'll go up or down.
And so that makes sense because you understood what the price of the collection was, at least at that moment in time before the announcement, and then you can make the calculation.
This is really like a price discovery project to go to zero easily in a month and nobody ever remembers and we laugh about it or remember crux, but at a time when rooms are pumping with dog getting a listing going to 1 billion getting some like sympathy plays from that like from like room stones and a few other collections pumping on the back of that you have node monkeys bouncing up, you just have people excited again.
And this is a little bit different, this is not like a puppets or even like wizards that have had the BRC 20 before has the meme already, this is like the first project that has a room tied to it from the launch, and it's actually gaining traction like people had thought about that idea but like nobody cared.
But the fact that people think that it's meanable that it's fun, and that the tickers kind of fun, and that they could do stuff with it I think that it's like hey this is fertile ground.
And it hasn't been developed, maybe it goes to zero, maybe at five X's from here 10 X's but I think a lot of people are going to speculate on this as a low price entry with a high upside.
And I mean one thing I will say, I joined Kaiju's like three years ago just for the fact of them being degenerates right.
I still remember to this day, their server got hacked, a hacker posted a message, everybody just copied and pasted the hacker, and just pissed them off.
And you know would send dick pics, and you know like they're OG fucking djens, like the hacker just left the server because no one was falling for shit, they were just clowning his ass.
So I wouldn't just put it past their ability to meme of being in the space right there in a sense a derivative of cyber Kongs, one of the OGs of OGs in Ponzi nomics as well as alpha groups.
So it's not their first time around the block, it's just a new block, right, they know the game they've played on it on every chain in the sense right it's just a new block a new field.
So I wouldn't, you know, I'm not gonna say I give a hundred percent vote of confidence because it's not everyone, but it is some of the OG members that were around in my day that this is what it was was prominent and you know have seen things and have also participated in a lot of successful E things from you know old guard and whatnot.
Let's go to the other side that doesn't get talked about the Chinese love this fucking project.
I don't know why they've been bullish on it before and before it launched and now that it's launched but they fucking love it dude like I see the Chinese chat and blobs and like other stuff and like I can't read what they're saying except for frocks and it's like every other like post.
So yeah they love it dude.
Yeah Chinese people like frogs you know and so this is a cute little frog and I mean they're kind of in the they have like the lore of the puppet degeneracy in a sense but you know still the shitty art I don't know if it looks like a fifth grader drew it ape that shit.
Also frocks might be easier to say just saying.
Yeah.
A hundred percent.
Go ahead Niffy and then we'll get to the rest of the hands.
I think just want to say this about frocks that I've been following frocks for I think from the day one.
I've been listening frocks on bus spaces from day one.
I think there are a few factors which I think are probably contributing to the pump.
Of course few being which English and you guys mentioned that there are a lot of eat maxis that bought this project.
So probably they don't know how to sell.
So that's one thing.
And of course there is a vibe which is similar and you know the aesthetics people say that the aesthetics are similar to puppets.
So that might be the case.
But I actually did a space two days back where you know I just opened up a random space and I invited all of the holders of frocks.
And I had a lot of frocks holders come up and there was this one dude you know he held close to what 12 or 13 frocks and he entered at a very low price.
And he was actually offloading at that time at I don't know I think he offloaded at all times high.
And he was just you know he told me the same thing that you know this could be you know a lot of people would actually buy into the height and might you know might lose money.
So that's one thing.
But of course it could be a huge it could be a play right.
I mean I what do I know.
I saw this at sixty seventy dollars and you know I was talking talking about this to a lot of different fans.
This could be a good play.
But yeah curious to know what other people think about this.
No I think it's foolish.
I think if it was kind of flash in the pan people would have sold off already personally and English bring a good point of the Chinese community loves this.
I still think it has a lot of room to go but I do think there's probably a time to sell this before the room.
And you know if the community is as strong as it can it will bring it back to all time high.
So personally I'm looking for information on the rune airdrop and probably going to sell before the rune drop and then you know probably buy back in whenever there's a dip.
Because if this community is as strong as it can it will bring it back up and use the meme coin as another marketing resource for the whole community.
So I'm looking at it.
It's interesting.
We haven't seen this yet of a meme coin attached to a strong community right off a launch.
We saw that similar to runes but that's unofficial and that wasn't connected to the original project.
So this is going to be like a first experience of how it works and we'll see man.
We will fucking see.
We have Steven up here.
We have Elmo up here.
We have the men's schedule up which I pinned up Steven's all eyes on art.
He runs our art centric show tonight.
We have the orange crew, the orange cube mint with Tantan which Elmo's up here.
And then we also have Vinnie Hager's mint of 200 pieces that are live on Magic Eden.
So I'm going to throw it to Steven.
Break down a little bit of the art sector.
What's your views on these?
And then we'll throw it to Elmo and maybe you can give us a little more of his perspective on Tantan's piece.
And what's up Steven?
Good morning.
Yo, GM, GM.
I want to throw it back real quick to one or two things that were said earlier.
And then there's one looming art question that I'm kind of curious how some of the people on stage feel about.
So I want to do that really quick and then we'll get into some of the art alpha, especially because I know Elmo's got a great job coming up through orange cube that I want to make sure gets covered today.
Um, the question, the comment that I wanted to make was with regard to Puerto Rico and all of that.
I just want to throw it out there to you.
I heard Donnie in English talking about this on a space and it was a great back and forth, but all I kept thinking to myself when I kept going through the motions of like, okay, like, what does it really look like to go to Puerto Rico?
I immediately thought to myself, the comp here is really kind of like, look at the origins of Australia, right?
Like what was Australia originally intended for?
It was all English prisoners, pretty much, right?
It was their prison colony.
I mean, when you look at what Puerto Rico is today, isn't it kind of just a psyopped version of that where the U.S. is saying like, yeah, crypto degens, go to Puerto Rico, go there.
Yeah, for sure. That's, that's where you want to be.
And then they're going to lock it down when you're fucked.
That's kind of where there's like a shit coin that like launches.
And then like, you look at it like a $5 million market cap.
And you're like, no, I'm not going to eat that shit.
And then that shit goes to like a hundred million.
And you're like, oh, but that shit's going to dump.
And then it's like 500 million.
And you're like, oh, bro, that shit is just like a bunch of people.
You know, you know, this is what it sounds like.
Well, Steven, it sounds like a lot of fucking cope, bro.
Like, it sounds like you're fucking sideline.
You can't leave wherever the fuck you are because of your mortgage, your kids, your wife.
And you're like, fuck, I could go to a tropical island and pay 0% taxes.
But instead of that, I'm going to flood it and call it a fucking prison state.
So that's, that is not what I'm saying, English.
All I'm saying is that like, I hope you enjoy striped clothing.
I really all agree.
He's literally calling this like Guantanamo Bay and some shit.
Like we're like, this is for terrorists and shit.
We like, we re-education camps and shit.
Like, bro, damn.
Jesus Steven, that's heavy, bro.
They turn on heart.
That's it, bro.
They get us all on one island.
They turn on the little heart machine.
And all that Bitcoin is lost forever because everybody's in Atlantis.
You know?
I don't know, man.
Chief is from Brazil.
I'm from Miami, but I've lived in Puerto Rico for years of my life.
And like, my parents are Cuban.
That just sounded like some Caucasian ass shit, bro.
Like, I don't know.
I lived in Puerto Rico.
It was pretty fucking chill, dude.
English, look at my PFP.
What do you expect other than some Caucasian ass shit?
Real quick, real quick.
Real quick, real quick.
Steven, are you the walk barefoot outside kind of white or no?
No, I'm more like the type of reasonable white that you go to to sell your real estate.
That's kind of what my picture is.
Those are savage, bro.
Like, it could be raining.
It could be whatever.
They're barefoot just out there.
That's tough.
Yeah, yo, I'm 90% fucking around right now.
So, no sweat on any of it.
Back to, like, more meaningful alpha shit.
What you guys were saying earlier about the runes, too, there's an art tie into that that I wanted to kind of speak to for two seconds.
And then, English, you can sound off on my bullshit, Caucasian ass take on this because I'm not even sure really what my Caucasian ass take on it is.
There's the big, like, apparently epic, epic, epic, epic airdrop coming, you know, of that rune.
That's what a lot of people have been saying, at least, because it was pre-mined.
But I don't necessarily think that, like, we're gonna see the blobs get some sort of, I don't know, significant downward move off of something like that.
So, like, again, even if that situation doesn't play out the way that I'm framing it up to be, like, if epic doesn't get dropped to all blob holders, just play the theoretical out for a second.
It's an art project, right? That's what blob is to its core.
So, my question is, because it legitimately is really great art, Nero put a ton of work into that side of things, if there is an airdrop to the blob community or some other art community as time goes forward, I'm not sure that we see it, like, the original asset respond the same way that we do with something that was like a pre-run, like Prometheus or, you know, Brunestone or anything like that.
So, English, I would love to hear your thoughts on it.
Yeah, let's get to it. Like, I don't know how the market will receive it. Like, I can tell you, us as a team, the way we've tried to position it is not like puppets and wizards, that it's like, this is our token from the community, like, we're gonna give it to the community, and then they can choose to hold or to dump.
And hopefully people will want to buy into our community room because they like the ticker or they like our community and they can get exposure. That's one way to do it. The other way to do it would be like, actually, like you said, like Prometheans is not like that, but it's not really a cyber cons type of coin.
In fact, they only gave 15% to themselves, and 85% to the rest of the community in ordinals. And so I think this is probably closer aligned to the second. So like, unlike Trucks, where like, hey, we're gonna launch a, you know, an actual PFP, and then there'll be like a rune that goes side to side, like Blobs is very independent of the epic rune.
And so I think the fact that there was an epic rune that will get an allocation, and the majority of it will go to blob holders, while a good, good portion is going to go to other communities, I don't, I can't speak to the exact amounts.
But at the end of the day, there is going to be a natural arbitrage. And there was a price movement upwards, I would say that like before there was any like epic rune, the price range was 0.03, maybe even 0.025 to 0.06.
And then now we've seen 0.035 to 0.08 with that arbitrage. So I would hope that people just look at it as like the blob community as an art PFP like project happens to get this rune. And it's not really like this is a free rune. And now you're epic. And that's your only kind of like reward, or value in this.
So I think yeah, like after you see the drop, I think you're going to see a drop in the price of the epic rune itself. And then you're going to see a little bit of price drop on probably the PFP collection, because that's just how the space works. Like it has nothing to do with like the value proposition of like Blobs or the blob team or the actual art.
And then as Expresso said, like, I think over time, the idea is, the more culturally significant that that epic rune gets, the more culturally significant that the Blobs team does, you know, gets in this kind of stuff, the more they contribute, the more that their holders contribute, then that price should go up regardless of that natural dumpage.
So I think probably initially, you'll see a small dump off. And then if things continue to be bullish from the execution of the team, you'll just see increase in price with the rest of the Ordinal's ecosystem.
And really quick on that note, too. I mean, you saw...
But yeah, to be specific, it's not like, like dog, like rune stone, and Prometheans, where the only thing you're getting is a pre rune, right? Like this is completely different to answer your question directly. Like Blobs is not a precursor only to that.
It's an actual PFPR project, and you just so happen to get allocated the same way that you might have gotten an R6 if you're an OMB holder. One really has nothing to do with the other.
Well, yeah, that's what I was going to say. I mean, price action on Blobs alone, before they even talked about or admitted to doing the epic sat, was in that 0.07, 0.08 range on its own as a natural art project, right?
In the last week or so, Blobs have probably caught about a 20% to 30% increase in price, ranging up from, I think they're at 0.039-ish, 0.08, and now recently broke 0.05.
So people are prepping, because the timeline is also getting a little bit more epic content.
I don't know if you guys actually follow the Epic Epic account, but they have been slowly just doing sneak peeks, I guess you could say, of the, you know, the etch rune, and just saying when and whatnot.
And so really feeding into the little bit of attention that they have, and just doubling down on that to let people know that it is coming.
So you're seeing a little bit of price increase on that.
So I wouldn't be, I would say, alarmed if you do drop 20% to 30% just after the airdrop, because that's what we climbed because of the airdrop, right?
So in a sense, the true blob form floor, more or less, was at that 0.04 range, and that's kind of where you could be looking for some type of actual, you know, floor and holding right there as it rains.
So I'd be in consideration of that if you're looking to pick one up.
For the Epic airdrop, they have slightly ran in the last couple days or week or so, and they also have a diamond boost, which is adding to a little bit of attention as well as just people that trade volume.
So something to keep in mind.
Also, I feel like when it comes to a lot of these runes and these projects that, like, have these runes attached to them, I mean, you saw with, like, pups and puppets, like, they almost ran together to a certain degree, right?
And then when pups got just pounded, so did puppets, right?
So I think we might be seeing, like, a direct correlation with some of these earlier projects that have runes attached to them.
I can't speak for, like, any, you know, newer projects that are trying to launch runes with them.
That could have a completely different effect, but I think that's something to keep an eye on.
Yeah, Elmo, I'll say this, that, like, with any rune that's associated with one specific project, and, like, although I think it's less than the way that runes and puppets are, it is probably pretty similar.
Puppets were 0.2 before Ansem killed the fucking puppet things, and then they ran to 0.45.
And so, like, now they're back to their normal price without it.
So, like, I don't think puppets would have gotten that high without the actual rune.
I think this is probably it's more natural price, given that Bitcoin's at the current price.
Maybe if Bitcoin's $1.50, puppets are at a different price because people are more bullish on Bitcoin.
But I think there is a little bit of that association.
I'll be interested to see how the market receives it because definitely for puppets, I would expect Wizards also to have that price action.
Being that the name of the token is Epic and not Blob's, but the art is related and it is from the same team, I'll be interested to see how much there's a tie in there.
I wonder what's a more bullish narrative to Pump the Coin, that it's tied to Neuro and Blob's team, or that this is the first rune that's tied to an Epic Sat.
Like, I feel like that's a better narrative.
Yeah, that's what I'm saying.
And I feel like the story and the narrative to push this through Blob is going to, like, go to the wayside.
And I actually think the more bullish narrative to shill this is actually that it's the first rune tied to an Epic Sat.
So I think that will be the narrative that's pushed forward, not actually the Blob and Neuro connection in the future, personally.
You know, I've talked about this also before.
I don't know if you guys have discussed this on the TDA recently, but, like, the reason why they call it Epic, Epic, Epic, Epic is because the Chinese community said that it was easier for them to understand.
And they had their hand in the involvement and essentially the inscribing of this because they locked down that Epic Sat, right?
So that's another thing to keep on your mind and to keep into consideration because we're always looking for plays where there is these perfect crossovers between the two major communities within the space.
And Epic definitely hits that.
Well, the Chinese community doesn't have to be sold on Epic.
It's only you motherfuckers that need to be sold on.
And the Chinese is all in on this kind of fucking point.
The East have been, you know, big on Blobs for the longest.
Even all the reports that we got from Ornals Asia was that, you know, Blob and Epic as a whole caught a lot of attention.
And that's the primary crowd behind it.
So we may not really see it on our timeline, our circles.
But once again, we're on Twitter.
These motherfuckers are in WeChat, right?
Like, we're on the completely wrong app.
You can't even go look for their conversations here on Twitter to see if they're bullish.
You might have a little bit of it, but the bulk, the thick of it is on WeChat.
And that's just the reality, dude.
And that's hard to get in because you need invites to those motherfuckers.
You don't speak the language.
And it's a little barrier to entry.
But, yeah, don't always use your timeline as a barometer because sometimes it's not even on Twitter at all, right?
Go ahead, Steven.
Finish up, man.
Yeah, so I really just appreciate the perspective on it because it's something I've been thinking about a lot in terms of what ends up getting more affected because of this upcoming theoretical airdrop.
I'm assuming it's more of a real airdrop than anything.
But I do think you're right.
I think that if they tie up the language of it more to the epic rune, we're not going to see as much of a price drop off.
But it's going to be a very interesting case study in general.
But I wanted to kind of pivot back over to the art side of things.
Well, Steven, let me just say this quickly because it's the last thing I'll say on the epic before you switch to art.
Yeah.
One thing to note, and I don't even know if, like, the community will care and, like, the market will care.
Maybe they won't care.
But, like, the narrative is not that it's the first art and rune inscribed on an epic, which it is.
But it's a very special epic.
It's the first satoshi in the first block that runes ever existed.
So, like, although it's not rune number one, it's not rune number two.
It's literally the first satoshi that could have ever had a rune.
It's not the same thing if you buy, like, the epic that comes in four years or the one from four years ago.
Like, from a collector's standpoint, that's a very unique satoshi that can never be replicated.
You could buy a rare.
You could buy another epic.
That specific one was only created the second, the same time that runes did it.
And that's the real value proposition as a collector's piece.
Yeah, it's almost like an ask of, like, what's more valuable to you?
You know, owning some of the runes from the very first rune ever mined or getting runes that are tied to the epic sat that originated all of the runes, right?
Like, that, to me, is kind of the comp there.
But, at any rate, I wanted, like, right turn into art for a sec because there's a lot of really big mints coming up today that I want to make sure is on everybody's radar.
And for that, I do want to toss it first over to Elmo because Elmo does have a drop through Orange Cube today.
Elmo, do you want to chat about your drop real quick and then I'll get into the other one?
Yeah, sure, man.
Thanks for the introduction.
Yeah, I just want to let people know that, obviously, the long-awaited Tan Tan release is actually going to market today.
Okay, the release will open for Phase 1 at noon, PST, and then each phase from there on out will have three hours allotted to it.
So, we have one more phase, I should say.
Phase 2 has got three hours after that, and then it will move to public from there.
If you guys want to check your wallets, I've got a lot of people asking if they're whitelisted and all that stuff.
If you want to check your wallets, make sure that you go ahead and just use the Magic Eden Launchpad to see if your wallets are allowed listed for one of those phases.
So, yeah, that's pretty much all I have to say.
But much love.
Thanks for letting me come up here and talk about it, guys.
Yeah, it's going to be a really good one, guys.
Don't downplay it.
There is a game behind the entire thing.
So, if you just want to go and interact with the inscription itself, you should go play through it.
But I wanted to make sure that was on radar.
If you were part of our color commentary space whenever we had Tantan on, I feel like it might have been four weeks ago now, that was where we gave away a bunch of allow lists to this.
So, definitely go check your allow list on that.
The other one that we had allow list spots we gave away on color commentary last week was for Vinny Hager's Still Life.
That's dropping today on Magic Eden as well.
I'm really personally very excited about Still Life.
I think it's a little bit pricey, but these are all hand-drawn.
Like, it wasn't like a single one of these was generated.
It's not like something that was just clipped together.
They're 200 one-of-one pieces, all hand-drawn.
So, I think it's very much so worth it.
But besides that and reality.exe from the team at Orange Cube today and Tantan, we've got a couple of others that I think are worth taking a look at.
You've got, where did it go?
Elemenza.
We saw Elemenza drop an original piece tied to the whole runestone-based art movement that Gamma ran at the early part of, you know, before we saw runes land.
That's from LeftClickBuy.
He's dropping a brand new piece over on base that's tied to the same name.
And essentially, it's your path to getting your own Elemenza unique generative mint over on Bitcoin.
So, if you go collect that, you will be able to collect the Bitcoin one for free, is my understanding on that one.
So, that's dropping on Magic Eden base today.
And it goes live.
Actually, I'm sorry.
I already went live.
You have a 24-hour allow list.
So, if you're on the allow list for that, that started at 7 a.m. Eastern.
And then tomorrow, you'll go to public at 6 p.m. Eastern time.
So, worth taking a look at that one for sure.
The other two that I wanted to bring up are mints for tomorrow, just in case I'm not here.
The Machine from Isma Helios.
Isma Helios is an artist from Spain who does a lot of, like, you know, architectural style artwork.
And in The Machine, it's their first drop through GM Dow Scribe, same group that brought you Memento Mori.
That drop is coming up at 7 a.m. Eastern time tomorrow for a 24-hour allow list.
And everything else will be going to a 24-hour auction on the 6th.
So, worth definitely keeping an eye on that one, at least in my opinion.
The last one for tomorrow that I wanted to bring up was going to be, where did it go, Fragmented Perception by Modus Art.
It's another early drop on Artblocks Studio.
They have been really hard at work.
And honestly, they're rolling out some really interesting mint mechanics over there that we haven't seen before.
This is not one of those.
It's just a straight-up mint.
But I do think that each animated piece in this collection is actually very, very interesting.
So, it's worth at least going and familiarizing yourself with the collection.
You can find it on artblocks.io.
Click on Platform and then Upcoming Releases.
It's just, it's very interesting stuff that we're seeing in the market right now, guys.
I think the generative is going to move probably over the summer.
I know everybody is saying Rune June.
I'm saying JPEG July.
So, pack your bags.
I think that's where we're headed.
But I'm excited for the drops that are coming up today and tomorrow especially.
It's going to be a very good week.
And who do we have on the show tonight, Stephen?
Tonight's guest is a total surprise.
So, you can come through.
I'm going to be tweeting about it here shortly.
But I'm going to leave it kind of up to suspense.
So, we've got a lot of really great shit coming.
Definitely check out Color Commons here tonight at 7 Eastern.
I am really looking forward to having you guys.
It'll be a lot of fun.
Appreciate you, Stephen, man.
Thanks for breaking everything down.
Shout out to Vinny.
Shout out to Tantan.
Shout out to Elmo.
Another part of the community.
And today's their day.
So, go support them.
Hopefully, you know, you got whitelisted through the community some way, somehow.
So, yeah.
Appreciate you guys.
Thanks for coming on and talking about it.
Chief, you have something you want to bring up before I start throwing fucking crazy shit
up to the top?
Yeah.
First and foremost, for everybody that's out there that's unemployed or pre-rich like myself,
we have a solution and we don't got to leave the house.
Ikea is now opening a virtual store inside Roblox.
And there are 10 different shifts for workers and you can get paid 15 euros an hour.
So, for anyone that was trying to be a real-life NPC, they made it possible for you through Ikea, right?
So, we were late.
We were clowning them TikTok people like fucking a year ago.
And the TikTok people were ahead of the trend practicing for real-life jobs.
So, I thought that was pretty interesting.
Next, a little bit more on the alpha side of things.
First and foremost, I know a lot of people were on the Bags app.
I personally have never tried that out.
I never got onto that trend when people were doing it.
But, I mean, I did see that recently Chartfoo hopped on and whatnot.
Like I said, I've just been kind of lazy and haven't bothered.
But I know that now you need to follow the new account that they posted.
And you will receive a personal invite to actually try the Bags app app.
If you had already been submitted an application early on and either were selected or not
and have registered your account, follow that account up top and, you know, continue to follow up with it.
And then please, just come fucking tell me what Bags app is.
Because I have no idea, but I've seen people post on the timeline a couple times about it, right?
So, interested to see that.
Next, we told you guys for the Blastin' Pepes, right?
I'm going to throw this out there one more time.
If you received whitelist for the Blastin' Pepes, whether that be through Wasabi or any of the community collabs that they did,
whether that be here from the TDA, from the whitelist that we gave away in the Discord, on the show, whatever it may be,
you have to go to the Blastin' Pepes website and claim your spot.
If you do not claim your spot, you are in allow list, I guess, zone two, the second wave.
If you go and you claim your spot, you are in the first wave of allow list.
And all it takes to move up phases, timing, everything, right, is just going and claiming your actual spot.
So, that's there.
They have a floor lock mechanic on this actual NFT itself, right?
It's more or less like a combination of ETH slash Blast version of a 404.
While also, so, the Flock is the floor lock system to farm the Blast gold.
The art was done by Arsenic, which is the Sgt. Pepe meme card artist.
So, definitely excited to see what it comes out.
It's a PFP style, while also having all the Blast mechanics in the background to kind of keep you at least at zero, right,
to where you're not taking a loss, or you can potentially make some money depending on what they're cooking.
So, I'm really bullish on Blastin' Pepes.
So, price is 0.069 ETH.
Two hours, mid-phases, will be June 5th, so tomorrow.
At 11 a.m. Eastern, phase one.
Two hours until 11 a.m.
Phase two, one hour starting at 1 p.m. Eastern.
And public will be 30 minutes starting at 2 p.m. Eastern.
So, for anyone that's deep inside the Blast ecosystem, primarily the reason I'm bullish is because a lot of the dev team and the gigabrains are from the Bitcoin ecosystem.
This is the Inscribe Pepe team.
This is Al and Zee, as well as Wasabi.
So, it's like a brainchild between the two.
So, two go-to teams, man.
Definitely excited to see what they cook up.
Boom.
All right.
You want me to keep going, bro, or you want to insert something?
Because, oh, I got a shit ton, bro.
I'll insert some things.
Yeah.
Blast is going to be a good one.
Just some stuff that I'm trying to get out of the way.
Willy Woo.
We talked about the M2 expansion money supply.
Kind of doing an uptick and kind of first in the green.
I found a better chart from him.
Basically correlating the Bitcoin price to the M2 money supply.
So, the one at the bottom is green.
That's the M2 money supply.
We ticked into green.
And above the green one is actually the Bitcoin price.
So, anytime we have a price go up with the M2 money supply, Bitcoin follows.
So, people were pointing that out last week that finally the M2 money supply is in green.
And that's typically good for Bitcoin price.
So, it makes me even more bullish.
But I saw this, that 63 American banks are on the brink of insolvent collapse, according to the FDIC.
That was posted yesterday.
So, possibly be getting some bad news.
But last time we had like Silicon Valley and all those banks collapse, Bitcoin price actually went up because that was kind of the use of Bitcoin was the pivot away from the institutions and the banks.
So, those two things I saw that I just wanted to bring up and get out of the way.
And then, if you want to talk about this, I'm sure you probably have it in your notes, is liquidium.
They have some points that you can do.
So, join the points alpha campaign on Interact campaign.
500 liquidium points are up for grabs per users.
If you complete six easy tasks, explore the quest on Interact.io slash quest.
So, they're kind of like those zeal-y kind of galaxy kind of interactions.
And you can earn up to 500 liquidium points.
So, I don't know if that's a lot.
But it is definitely a way to kind of up them if you haven't used the platform yet.
So, I just wanted to bring that to your attention.
And they keep saying that points are the alpha.
Well, ultimately, we know that points will probably convert as some type of ratio or rate to the runes that they've announced, right?
They announced that at Ordinal's Asia.
So, everyone is just kind of doing the farming game.
I think it's up to β let me get you an actual count.
But I think last time I checked, a little bit over 4,000 people now are participating.
4,142.
So, 4,142 people are currently doing active loans, right?
A lot of these people have multiple accounts.
So, maybe we can cut this down to about 32.
Let's just say we take 1,000 off.
About 3,200 active wallets in that range all competing for this quote-unquote airdrop.
So, points are the alpha, man.
If you can afford to just provide liquidity, right?
I think with these new terms, they changed the term links, right?
From 16 days, from 12 days now to 10 and just smaller.
For, I'd say, things that are more suitable for the market that we're actually in.
And you also have the ability to set out and make custom loan offers if you're looking for something specific.
So, anywhere, if you're new to this, anywhere from about 60 to, I'd say, about, hell, 80% LTV.
I'd be safe to play around with and either look for that interest or the arbitrage if they default.
Default rate has slightly gone up, ultimately, due to the lull that we had in ordinals in these last couple weeks.
I mean, I know people that got hit with fucking, like, 30 OMBs, right?
From the drop from that 0.3 to that 0.28 range or whatnot.
So, a lot of people are on the sideline with a lot of these assets as well, looking for some type of exit pump or at least to be made whole.
So, I just keep that in consideration as well.
Try to factor these different sources of pools for these assets as well as liquidity that's flowing in and out.
100%, 100%.
And then, the last thing before I throw it down is Shekinah.
So, NotCoin.
Tap to Earn Telegram game.
We've been talking about it a lot.
I've been talking about Tun, Blockchain, Telegram, all that shit.
You guys know.
But Tun, the NotCoin.
NotCoin itself broke $2.5 billion.
And that's a bunch of sinks.
There's burns.
There's all kinds of shit.
People are trying to replicate.
I know there's a bunch out there.
But I found this one on Sunday.
Wrote a post about it.
Got some pretty good reactions.
It's called Tapbase.
It's another Telegram.
Basically, some bullish points.
I mean, I'm sure you've probably watched it.
It was obviously Jesse Pollack followed them.
The Tap project, Tapbase app, retweeted my post.
But, yeah, this is kind of a coat play.
If you, you know, NotCoin at $2.5 billion, it looks like there's a lot of clones out there.
But it's basically pretty easy.
You download it on your Telegram.
You tap.
There's about these packages, 500 packages.
You tap them away.
And then, you can get points.
You can follow.
There's other daily boosts that you can do to get more points.
You can use the points to upgrade your taps, get more packages, all kinds of shit.
There will probably be some kind of burns similar to the NotCoin.
I feel like this is a pretty easy one.
When I found it, it was at 88 followers.
And I went into the app.
There was only 200 people tapping away.
I woke up in the morning.
There's over 14K people that are following it now.
And there's over, I think there's over, I'll look up the app.
There's a lot of people tapping now.
So, definitely interesting.
Jesse Pollack follows it.
It's on base.
And it's kind of like a base summer.
So, definitely kind of a beta play to get into.
If you weren't early to tap coin or to NotCoin, you can get early into this one.
Let me see if I can get in there and see how many people are actually tapping now.
Yeah, here it is.
So, when I first got on this on, like, Sunday, there was 200 people tapping.
There's over 100,000 players now tapping.
So, they basically, like, 1,000x their daily active users just by tapping.
So, makes me bullish.
Could be of a lot of bots.
But definitely something to get into is simple.
And you can't game it either.
Like, you only get, like, 500 boxes and packages you could tap away.
And then it kind of refreshes every five seconds to add another box.
You can use your daily points to get more boxes and refresh quicker.
But there are some paywalls.
You can also mint some NFTs off Zora.
They'll give you more points.
So, it's a pretty simple kind of a beta play and something that I got into over the weekend.
But Shekinah's here.
I think she heard about it in a Chinese Alpha group.
So, that's bullish that I'm, you know, front-running the Chinese whales.
So, what up, Shekinah?
How you doing?
No, what's up?
What's up?
Yeah, no, that's where I heard about it from.
But, honestly, I have no idea what it is.
So, yes, I see a lot, I guess, of Alpha.
And I don't, like, yeah, do anything with it.
I'm just like, oh, okay.
But, no, I just wanted to come in and just, like, kind of add.
I know you guys mentioned the Australia and the Thailand, like, Bitcoin news.
Just wanted to kind of just add on to that and talk about how, like, OKEx, you know, they got licensed and, you know, and are launched and have launched in the Netherlands.
And then you have Crypto.com, that was one of the 11 exchanges licensed in Hong Kong.
And a lot of the larger name exchanges are not in Hong Kong or they pulled out because, or they pulled out, they withdrew their applications because they're not going to have access to the Chinese, you know, like, mainland market, which is obviously what most of them want.
So, we seem to see, you know, how Crypto.com kind of grows their market.
Last month, they also got fully licensed in the UAE.
So, yeah, just, again, kind of paying attention to what exchanges are doing in other countries, how they're moving.
Kraken, the same thing, like, they're licensed in Spain, in Ireland, getting those licenses.
And I'm missing another, and I think the Netherlands, too, but don't quote me on that.
I'll just say Spain and Ireland for Kraken.
And then kind of talk about Paraguay.
I mean, for the longest, I think, people earlier in the bull market, so, like, you're 21, 22, people were certainly moving down there because of the hydropower, like, electricity through the dams.
But most recently, Paraguay, like, the government has been seizing a lot of crypto miners, Bitcoin mining equipment because they're stealing energy from the country because that's how the country, that's the country's main source of, like, of energy is through these, like, yeah, through these hydropowered, like, dams and stuff.
So I just wanted to kind of add that and just say, yeah, just continue to kind of look at where a lot of these exchanges and big names in crypto are getting licenses and where they're moving to those markets.
Because, again, even though some of us are pre-rich, I love that, what she said.
But if you are looking for a job, when those big exchanges or big names in crypto get into these foreign markets, there are jobs.
I mean, that's a part of them negotiating, hey, when we come in, we're also going to provide jobs.
And so, yeah, I think most of us are in the U.S.
But for those of us who may not be, there's certainly a lot of employment opportunities in Europe and in Asia with these major crypto, yeah, exchanges.
And a lot of them are entry-level positions.
So, yeah, I just want to add that and say just keep an eye out on what these exchanges are doing.
So that's it.
Appreciate that.
I do.
Yeah, it's like, how do these other countries get away with it?
I thought the hydro thing was, like, sustainable energy.
Why are they getting pissed off?
Because they're using hydropod.
Do they need to, like, use volcanoes or use another resource so they're not using, like, the electrical grid that's powering the country?
Like, how do they get around this?
I have no idea.
Like, I've just been seeing, like, a couple reports.
There were two.
There was one last week, and there was one two weeks before that, where last week they see about 2,300, I mean, 2,300, like, Bitcoin mines, miners.
And then, like, two weeks before that, there was 800 from a different facility.
So they're tracking, you know, like, the energy usage when they see the spikes, they're investigating, and then they will go in and just kind of seize them.
So I think it's just more so, like, from what I've been reading, the government itself is not pro-crypto mining.
And so that, I would say, like, you need, just like we have our crypto lobbyists and our exchanges funding the super PACs, these lobbyist groups, to fund, you know, the politician, to give politicians money, the legal bribing.
I guess some of that needs to go on over in Paraguay as well.
You just don't have the big push down there.
But, I mean, yeah, I believe they have anti-crypto mining legislation, you know, that's on the floor over in Paraguay that hasn't fully been signed into law yet.
And so that's where the struggle is, I would say, there.
Yeah, that's definitely interesting.
I didn't know anything about this, so I do appreciate you bringing it up.
I found this project, and maybe you guys, it's just an early project.
There's not, I think there's about 3K followers following it right now.
I pinned it up top.
It's called Profiles.
The reason why people are kind of bullish on it is this guy named Monkey Moto.
And he has, like, a residency at Adidas.
Future fashion creator, Profiles by Moto, co-creator of XMonkey, Monkey.
So people are pretty bullish because he has some kind of residency at Adidas.
I don't know if that's a bull case or a bear case, but I just pinned up the Discord up top.
I think it's there.
Maybe not, but I'll get it up there for you guys.
There's only, like, 30 people inside the Discord.
So if you're bullish on this, I don't know if it's bullish to have a residency at Adidas or not.
But kind of a new project, I saw some people point out, that's, like, early, early.
And that's what we do.
Try to get into projects early and try to capitalize on it.
So Profiles is the one that a lot of people are talking about today.
So I just want to bring it up to you guys.
Yeah, if I can add something really quick.
Like, I met him last summer in Tokyo.
So I know that he's kind of popular.
I mean, he's not Japanese.
But, like, he's kind of popular within the Tokyo or just Japan NFT scene because he spent a lot of time there.
And from my understanding, like, he does have a, I don't know, a history of, like, making, I'm just going to say cool, like, art.
So he's just not, like, a random guy just all of a sudden doing something and people getting behind him.
Like, he does have a history of it.
I've heard about the Adidas, like, residency.
I never know what that really means because I don't, I mean, I think at some point he might have done something with them or for them.
But it would have been, I feel like, a while ago, if not, like, last year, the year before that.
But I don't think there's been anything recently.
But he does have, like, longevity in the space and has been putting out art and was an artist before, like, NMTs were, like, popping.
So that's all I want to add.
Damn, you know this guy?
I mean, you followed him before?
That's crazy.
Yeah, no, I met him at, what is it?
You met him?
What the thing called?
The Central Tokyo.
So, like, this is September of last year.
So, September 23.
So, yeah.
That's dope.
That's dope.
Yeah, I just pinned up the profile or the Discord up top.
Discord.dg.profile is official if you guys want to get in there.
There's not many people in there.
Definitely can possibly get an OG role and possibly get a wireless.
I don't know what it'll do, but we get whitelist first, do research later.
And, you know, Adidas is kind of like a nice name to build a narrative around.
So, just running it up there for you guys to be early on something.
Chief, go ahead, bro.
I'm sure you got a lot.
Go ahead, man.
Or Steven, go ahead, bro.
Pass up, Chief.
So do you.
What's up, Steven?
I was going to say, the last thing I want to do is jump the line, especially when the guys are running the line.
But just a quick reminder on, you know, Flora Forms, which was dropped from Vivid Ordinals and Hardo a couple months back.
Like, they've been teasing an evolution of that collection.
And a good bit of pricing action has been coming back to the collection because of it.
So I'm going to pin it up to the top just to kind of give you an idea of what it actually looks like.
But I'm currently guessing that, like, the evolution will take place in the very near future.
And it should resolve the earlier issue that they ran into or that some people saw as an issue when it came to certain mints being duplicates.
Again, I don't remember jack shit about the whole duplicity issue.
But when it comes down to it in terms of what may be a good opportunity right now, Flora Forms may, in fact, be a solid opportunity.
It's currently trading, I believe, at .005 BTC.
So I'll pin a little transformation info up to the top.
But that should be coming up here sometime soon.
Appreciate it, Steven.
Go ahead.
Go ahead, Chief.
Yeah, I'm just, you know, everybody's going hard trying to troll.
Elon into letting Donald Trump come back into the timeline.
So just putting this on, you know, we've been talking about this political fight sector, right, with debates, with things actually being hosted on X themselves.
I would just be looking at, you know, if you want to, if you can, getting some type of position in some of these tokens on whatever your favorite chain is, right?
Whether that be Bitcoin, ETH, Sol, fuck, if you're Cardano, whatever the hell you're doing, right?
I would just look into maybe not a lot, but don't ignore this sector just because you're not political or don't want to participate.
These things with them coming to Twitter, with them having the ability to post or do anything right on X, sorry, I could definitely see being major catalysts, right?
And not only that, plus the beta plays that spin off from the interviews themselves, right, will ultimately lead back to the original coin slash original attention to those.
So just putting that on the map, man.
Yeah, I think we got debates on the 27th.
We have AI, Apple AI, like stuff being announced next week.
So I think this week, I think it's going to be captured by runes and maybe some other things.
I think you could possibly, I think the political and AI sector might take a hit this week based off attention.
And I think this week would be a good time to get into those sectors if you fail to.
So if you haven't got an AI, you have Apple having an event on the 13th, going to break down like how Siri's been going to be going to integrate into open AI.
And then we have political debates on the 27th.
So that's about two weeks.
But that doesn't mean there'll be not be more shit.
And Elon could spin up a space and pump the Trump token on top of it.
And I think that's what Elon agreed to, or he has some type of deal to where there'll be some interview or debate hosted on X.
You know, maybe Trump won't have his own account yet, obviously, back to host and to talk from his own account.
But they're slated, you know, it might be something similar to like the Tucker Carlson one.
But it's slated to be some type of debate, conversation, interview on the X app itself.
So, yeah.
And then we had a complete reversal.
I haven't talked about it, but Biden vetoed that crypto pro bill that he said he wouldn't.
So I'm guessing the Democrats thought like, hey, Trump basically, now we have the headline of a convicted felon.
We can use that.
And now we don't need the crypto voters anymore.
So I don't know.
It seems like we did like a 180 on them, kind of being pro crypto for a few weeks.
And then the Trump verdict came in of the felony and the sentencing on July 11th.
And now it feels like they don't need us anymore.
And they're back at vetoing crypto bills again.
And so I think the line has been drawn that Democrats are anti crypto and that Republicans are pro crypto.
I don't know, like, any way else to kind of line it.
But I don't know.
It kind of seems that way.
So it's definitely interesting to kind of him pandering, then flipping, looking for people that want to work with people pro crypto.
He's not going to veto the bill.
Trump gets convicted.
Another 180.
Now I'm vetoing the bill.
And now we're back to basically anti crypto army again.
So it's just it's just random.
And this is all for votes.
And I'm sure we'll be manipulated and all that shit going into the election.
So I'm having fun.
This is going to be fun.
Obviously, this is kind of the worst time of the year.
But hey, we can make money off of it.
It's all about attention and crypto.
If these motherfuckers are going to get attention, good or bad, it's going to pump the token.
So it's definitely a good opportunity to make some money going into this, like, polarizing season where everybody hates each other.
But go ahead, Shekinah.
And don't throw it to Steve.
Yeah, no, I got a question.
For the Trump token, I mean, there, like, seem to be, like, several.
So, like, which one do you think?
I mean, just see you guys' opinion.
Top one is MAGA.
Top one's MAGA, which I think is around $600 million.
That's on ETH.
Is that the one that Trump?
What's the one that Jay has been buying for, like, three?
Yeah, that's it.
Trump on ETH.
I think that's it.
What?
Trump on ETH?
It's Trump on ETH?
Yeah, there's one called Trump on ETH that has been around for literally, like, a year now, Shekinah, that they've been buying and preparing for this, literally for this.
And it actually happened to all, you know, land correctly, like all the cards fell.
So I think there's MAGA, there's Trump on ETH, there's Tramp on Solana, like, misspelled.
And then on Bitcoin, there's the Donald Trump.
And then they just launched, I guess, the secondary token, like, it's MAGA, Donald Trump or something like that.
And then there's Bowdoin and, you know, a couple of.
You can, they have, on CoinGecko and CoinMarketCap, they now have a political fight tab.
So I would go there and look at volume.
And that will tell you what the top tokens are.
But I think something, like, not a lot of people are crypto savvy.
He hasn't even picked, or like, crypto savvy, you guys are all crypto savvy, political savvy.
So it's like your first time kind of going into this stuff.
There's a lot of stuff that can be created on memes.
So he hasn't even picked his vice president yet.
I would imagine there will be a Tramp version of a BP token for him.
So whenever he announces that, I think it might be in July, I think, to be all over on Photon and looking for, like, the misspelling of that on Solana or just that token.
Because I think, you know, there will be VP president debates and all kinds of stuff.
And those people, you know, take the main stage sometimes and can bring some attention, too.
So once he picks his VP, both Biden and Trump, I'd be looking to find meme coins behind those two that could possibly, you know, be a pretty good trade, in my opinion.
So I just want to make sure you guys are aware that there's, like, little stuff that happens, benchmarks, and all this stuff can be polarizing and enough to break through the Web3 and people to create tokens around it now that we have pumped out fun and all that shit.
So I just want to let you be aware of that.
And I'll keep you guys updated on all that stuff so we can kind of front run it.
Not a lot of people understand it in crypto and are kind of passive.
And when it happens, they ape.
So if we can kind of plan a little bit and keep track of all these benchmarks and all these pivotal points in political, we can kind of front run the memes or maybe even create them ourselves.
So I just wanted to throw that out there.
Go ahead, Stephen.
So I just wanted to give one little clarification on what you had said about the Biden veto last week.
I think it's been mixed up quite a bit in the media and probably also a little bit sensationalized because of the fact that he did say within the prior couple of weeks that he or a couple of days that he wasn't going to veto the bill that just passed the House.
They're separate things.
And I think a lot of people are overlooking that if he does backtrack on what he said and he vetoes the bill that did just pass, which is called FIT21.
If he does veto FIT21, that's him really going back on what he said.
What he vetoed was a separate bill that was essentially making it so that banks and other large financial institutions could self-custody their own crypto.
So pretty significant difference between both bills.
Just want you to know to keep an eye out because there is another potential veto upcoming if he does veto FIT21, which was the one he said he wasn't going to veto.
I'm watching that really, really, really, really closely because that's the one that affects consumers much more so.
I don't really give a shit if Chase Bank can't custody Bitcoin.
You know, that's that's not my problem.
That would be their problem.
Everything in FIT21 applies downstream to us, the people that are on the ground, they're building here.
So, yeah, I would just keep an eye out for that.
Good points.
You need the Senate.
To like pass FIT21 before their asses, all their asses go on vacation in the summer and then really get into like what is the political or campaign cycle.
So that's the other thing.
And it's a huge question to kind of like, will they actually prioritize it in the Senate to move it forward that fast?
Because there have been plenty of times in the past where you see the House moving bills forward and they just die on the floor of the Senate because they don't move it forward.
So there's a lot to watch there.
I really hope that they do prioritize.
I mean, it's a big, big.
I think that they might because looking at what was it?
So yesterday, Coinbase donated, what, $25 million to this fair shake that's called a crypto super pack.
And then what was it?
I mean, I don't even remember now, but like last week you had two other major exchanges, A16Z and someone else donating $25 million.
So that's $75 million total.
And so if they can keep hauling the money and buying the motherfuckers off in the Senate, we would hope they would rush it.
So that seems to be the play.
Well, it's going to be fun.
Hopefully we don't offend anybody talking politics this cycle.
But hey, we can make money off of it.
So we're going to talk about it even if you it's a bit decisive and people hate it.
But this difference, you know, last cycle, I didn't know about crypto.
I got in like November 2020.
So now that I can profit off this stuff and I know where all the benchmarks are, I feel like that can give us an advantage here.
And I'll try to keep you guys all updated.
Chief, you pinned up something from Bold Leonidas.
What's this?
So we've seen him tease.
He was teasing this, I would say, maybe, what, six months ago.
As soon as he said that he was coming to Ordinals, he got spammed by friends, family, people he never even knew before.
You know, everyone acting like, yo, what's up, bro?
You know, I've been here the whole time.
He sunsetted it, right, publicly on the timeline as well.
Just kind of taken back by the reactions that he had from people that he either assumed were friends or whatnot.
And has slowly started posting again, right?
So ultimately, pixel arts fire.
I reached out just to talk to him and see what's up.
He said that in the way that the actual rollout is going to work is it's a small collection of 100 one-of-ones, right?
It'll be catered towards his one-of-one foundation holders, right?
There's 102 pieces on foundation.
There's 100 of these.
I'm not sure if it'll be 100% only foundation holders, 50%, 75%, whatever it may be.
And, yeah, man, just was in the DMs with him trying to really figure out how to position ourselves.
He said, I'll be real.
Mint is likely to be cheap, but for my one-of-one collectors on ETH's foundation.
So if you are trying to access this Bold Leonidas piece, our best bet will probably be secondary, assuming at what prices they are.
But I know this is something that has been on my radar for now, going on six months to, you know, almost a year of him teasing and just coming out.
And for those of you guys that don't know, Bold Leonidas, right, is the guy that does most of the β it's not all the artwork for Rekt, like the Rekt Radio, OSF, and Mando over there.
So not only that, but great meemer, right?
Definitely if there's anything that happens on the timeline or in our space, he captures it really well and really quickly, right, within a couple hours.
So shout out to him, man.
I mean, I don't know.
I'm going to just look for on secondary.
I wanted to collect, but it seems like it's going to be hard.
I mean, no one's selling those 7.7 ETH is ridiculous, and there's no sales or volume.
So in a sense, they went to actual collectors.
So that's always good to see.
And I'm probably assuming that these will go to collectors as well, even on the Bitcoin side, and probably be locked up and expensive.
So something to keep an eye out on, man.
Yeah, it is.
Bold Leonidas kind of goaded, bro.
He's involved in Mando's minutes every fucking day in this picture.
So definitely someone to keep your eye on.
You know, sometimes what I do is just kind of look at the trending coins, and I'm like, why is this pumping?
There's probably some news.
And I knew about this, but I did a little bit of a deep dive, scratching the surface of what's going on behind Caspa.
And if you guys don't know, Caspa is a proof-of-work chain.
They use, like, ASICs and they mine.
They're basically creating, like, UTXO model to create smart contracts on their blockchain.
So they're, like, fast.
They're, like, Bitcoin, but faster, I guess, is their model.
And basically what they basically are announcing in the next few weeks is these things called KRC20.
So basically the UTXO model based with smart contracts.
And they're basically releasing this in the next few days.
So we've just released a new update for Caspa, Classplex, to allow ticker length.
Now you can have tickers of four to six byte characters, added more tickers, a reserve list, supporting multi-sig addresses on KRC20,
receiving address, depreciating DOS and DAE providers, optimized script pair scene models.
And why I bring this to your guys' attention is because we have memes popping up on all these blockchains.
And if Caspa is now going to launch, basically, ERC20s on top of their blockchain,
I would imagine getting into those memes first possibly be pretty lucrative.
We've done this over and over again, and it's been a winning bet every single time.
So I guess the first thing we want to do to prepare to this is actually download the Caspa wallet.
And the one I found in the app store is called Caspium.
So it's K-A-S-P-U-M.
K-A-S-P-I-U-M.
K-A-S-P-I-U-M.
It has like a backward K.
It's green.
It's kind of like a little bit of a mint color.
So you can download it on the app store.
But then I was looking, and I found Caspa Enthusiasts, and they basically broke down some of the memes that could possibly be,
they're going to be launching on these CRC20s.
So Yotoshi, basically, I think it's a Sol project, and it's basically kind of what they're kind of deeming the name of the Caspa founder.
They're calling him Yotoshi, I guess similar to Satoshi, because he basically created this UTXO model that's proof of work and blockchain and fast.
But that's on Sol.
I don't think that's one we're going to look at.
Caspa Cats.
This is the official home of the cats living on Caspa Network.
Tokens and NFTs launching on Caspa Network.
Pin that one up for you.
I think that's one we need to be looking at.
Not a great meme.
Caster Coin.
Hello, folks.
Caster built the CRC20 as the best crypto network in the world.
I don't think that's a great meme.
Casper Coin.
I think I like that one.
I think that will do one.
The official account on Casper, this is called The Casper, The Ghost.
I think that one probably is memeable.
I think I like that one.
And then, obviously, we have Nacho the cat, which is, I think, the leading one.
It's the official ex-account of Nacho the cat, inspired by Caspa's co-founder, Shea's Pet Cat.
So we have a cat season here on Solana.
And then now we have Nacho the cat, which is the founder of Caspa's cat.
So, for me, download the wallet, get some Caspa in that wallet, get ready for CRC20 meme coin season.
And I think the two ones that probably have the most potential here are Nacho the cat, because it's the founder's cat, and also Caspa Coin, which is basically Casper the friendly ghost, but with a coin.
So I just wanted to keep you guys updated.
You know, Casper's pumping 23%, and I was like, why is this going on?
Did a little research.
They're launching their own ERC20 version on UTXOs, proof-of-work blockchain.
And then we have, like, two or three coins that are ready to launch on the network.
And just, you know, I'm going to keep track of it, and it's probably going to be one that, I don't know, anytime we get these new meme coins on these L3s or L2s, they all do pretty well.
So just bringing you guys some information, the wallet, and some coins to look at whenever this goes live.
And if you want to take advantage of it, take advantage of it.
I'll probably be doing it.
And if you guys got any alpha on it, because I'm, like, spread out, please bring it up.
And maybe we can get some experts up here that know Caspa a little bit better than me.
So just bringing you guys the attention of something that I'm probably going to be doing, and something I'm looking forward to experimenting on is this Caspa network.
So there you go.
Go ahead, Chief.
I'm going to go.
I have to go deliver this package inside the school real quick.
So posted up top, Sphere Labs.
Excuse me.
Enables payments with Mother.
I don't know if you guys have been keeping track, but Mother's, Iggy's coin.
Hey, real talk.
I mean, regardless of her being a celebrity or not, she's working harder for her bags or her intern or her crackhead or whatever than 90% of our founders.
So I can't be a hater.
But you can now use Mother coin through Sphere Labs to pay for your cell phone.
Right?
She's been talking about working a deal with the telecom company.
And that's been her next major utility.
And so just, I mean, producing, bro.
It's kind of fucking crazy that she's getting shit done.
Ultimately, the celeb connections are there, and it's something that we knew.
Right?
But to actually see it be used and see how fast that that shit can go and get the ball rolling, it's dope.
Right?
Regardless of what we have to say about celebrities.
How do we feel about, would we rather have A-list celebrities or C-list celebrities on meme coins?
It's personally, I need someone like Iggy Pro in my coin because she doesn't have anything else better to do.
A lot of these celebrities are rich.
They got fucking priorities.
They got shit to do.
She quit her fucking music career.
She didn't have anything to fucking do other than pump this shit.
So I actually think, like, people are like, oh, we need A-list celebrities.
Those are the ones.
I actually think C-list celebrities actually have time to do this shit.
I can't see someone like Soulja Boy sitting here for fucking six straight hours retweeting and coming up with funny-ass shit, personally.
I mean, I can see Soulja because he's washed, too.
And he just, he a hustler.
But, yeah, dude, I mean, when you're a washed celeb, you ain't got shit else to do with your time.
And this is now a way for you to actually make money, become relevant, gain fans all over again.
Ultimately, not to say that everyone that buys her coin is going to go jam her music, right?
But if you become an Iggy fan, you become an Iggy fan, right?
It's everything that she's doing as well.
So just something to consider.
She's, like I said, working harder than a crackhead for her bags.
So you can't get mad or hate on that, right?
So what's next?
I mean, we've got ass on the timeline.
I guess we need cheeks on the timeline.
And then we've got enough cheeks.
Then we've got oil with cheeks on the timeline.
So we can go down this route of engagement.
And I think she can get a, you know, not with even X and OnlyFans version of X coming on to X.
I don't know if you guys saw that.
But kind of leaning into pornographic material on Twitter now.
I wonder if she gets a little more provocative with her ass shot.
For anyone that got kids out there, for anyone that doesn't like seeing that kind of shit,
that gets beat by their significant other, X has now fully permitted not-safe-for-work content.
So you will be scrolling.
And you can be scrolling.
I mean, ultimately, it's curated to your timeline.
So maybe not.
But you might see some ass.
You might see some nudity, right?
So just don't be surprised or at least be cautious of now that can pop up without any kind of protection or anything like that, right?
So that was, I guess, a big deal as well.
Before we go on to the next news, go ahead, Uncle.
And then I got something else.
I just thought about it in a small concept.
Do you guys think that these coins could almost become collectibles for their normie following?
Sure, there's a money incentive to win or lose money in it.
But once again, people do buy collectibles and just put it on the shelf and don't care about what they put into it.
But say, hey, I own 0.01% of Iggy and she's my favorite artist.
You know, somebody will think like that.
She canceled her OnlyFans and told everyone from her OnlyFans that they have to go buy her coin and join her Telegram group.
Like, that's literally, I mean, I don't know how other way we want onboarding to happen.
But someone who makes millions of dollars on OnlyFans left the platform, shut down her account and said, see me on Telegram.
Yeah, exactly.
And you know those dudes are coming.
I bet I already had Telegram anyway.
This makes it a lot easier.
I can just pay you from my bot.
Pinned up top, we talked to you guys about the claim.
It occurred for roughly about a week, I think, with the pizza, right?
Pizza was a five-letter ticker launched by the Unisat team.
It was awarded to people who had a couple of different criterias, right?
One of them was 500 points traded through Unisat.
So any of those that were early BRC 20 days, you probably qualified.
Another metric was utilizing Unisat to purchase runes, right?
Buy, sell, or trade within the last three months.
Or BRC 20s.
Same thing.
A lot of people qualified because of that.
So these are now trading at $2.50 over the counter.
I think last week when I brought it to you guys, it was at roughly $1 and creeping on that $2 range.
It's now at officially $2.50 over the counter.
And then, just posted up top, we are pleased to announce that pizza minting progress has reached 92%.
We anticipate the minting process within the next two to three days.
After the minting process is completed, the pizza inscriptions will be distributed within the next 48 hours.
Thank you for your patience and continued support.
Now, my two cents on this, and I shared this originally, they are spending, I think someone did the math.
It comes out to like $1.8 million to airdrop and inscribe all of this.
These are BRC 20s, guys.
So these still require an inscribed transfer and then the actual distribution of the asset.
So they are cashing the fuck out to airdrop this to us, right?
In a sense, similar to how we saw all the runes and everything like that, right?
This is the first one that we've seen on BRC 20s.
Besides pups, which Farmer Joe did, but it's never been to this scale or size.
So my whole thing is, my thesis, I'm going to be buying this pizza shit as soon as it hits the market.
Probably for the initial 24 hours or 48 hours while people dump, right?
And then just sit back and ride and, you know, play my chess game.
Come back to it in a couple months.
Once again, you're not going to spend $1.8 million or anything north of a million dollars.
Give people everything your way for free.
Know that people are going to dump and not have a plan, right?
So I'm going to sit back and wait for the plan.
Unisat is partnered with Layer 1 Foundation, which is the entity upholding and maintaining the BRC 20 token standard,
which also has Domo, Unisat, and a couple other players as well to ensure that BRC 20s remains relevant.
So, hey, go get your $2.50 for something.
Did you claim it?
Yeah, I did.
Can you still claim?
Damn.
Yeah, I fucked that up.
You could not.
It was a time thing.
I think when I brought it here, we had like two days left, about 12.
Yeah, I think it was actually like 24 hours.
I think it happened.
Yeah, so I fucked that up, bro.
But yeah, when I saw it trading for like $1.50 OTC, it kind of gave me vibes.
And then I'm starting to see it take off.
I was like, dude, this is obvious.
Free, fair, Unisat behind it.
This is going to rip.
They have market makers probably behind it.
And it's the biggest one.
Like, my whole thing is that, like, you spend that much money, you got a plan.
You're not dumb.
Domo understands tokenomics and coins.
He's the creator of Ordi, right?
So, obviously, him having a say and an inflow on this.
Free and fair, like you said.
And an airdrop of this scale.
It's going to go down as the biggest BRC 20 airdrop that it was.
It's going to supersede like Z-Bit and everything that they've done on that side,
which before had the title, right?
And then Farmer Joe and then continue on.
So, I don't know.
They're going to hit a lot of the Bitcoin first.
They're the main entity that supports as well as provides the marketplace and infrastructure for BRC 20.
So, like I said, man, I'm looking to accumulate probably within the first 24 hours of dumping
and then kind of position myself for whatever they're cooking.
Yeah.
Yeah, I think it's probably a pretty good play here.
Pretty obvious.
I wish I would have doubled down and actually claimed those tokens so I have a little skin in the game.
There probably wouldn't have been much, but man, the more I was thinking about it over the weekend,
I was like, yo, this is a complete no-brainer.
It has all the green flags you need for a token pump.
We've been getting in the grass for a while.
I brought it to you super, super, super, super early.
There's a lot of airdrops now that are trying to get rid of Sybil attacks and get people out of the project.
I saw this over the weekend.
Grass purge is here.
Right now, you need to verify your account.
Click on your profile with an avatar.
Click on not verified.
Check your email and press confirm.
Your status should change to verified.
So, if you are someone that's been on grass and you haven't done this yet,
if you probably don't do it, you're probably going to be considered a bot
and not get your allocation to grass when it's airdropped or whatever you get it.
So, just going to bring that to your attention.
Have you done this, Chief?
Probably something you need to do, bro.
Yeah, I did it on my two accounts the other day.
So, yeah, that's β and then I don't know if anyone β this is just kind of random.
I don't have a post, but I'm remembering from Austin.
Anyone that's been participating in the Natix airdrop or using Natix, right?
Natix was, in a sense, the same thing as HiveMapper.
You're selling off your driving data or motion data, whatever the fuck it is.
They are getting closer.
They are preparing for their TGE.
So, just something to be in mind.
And, you know, if you are farming, make sure that you go and you claim all your Natix tokens
and you're still involved in that.
I don't leave the house, bro.
I don't drive.
So, Natix was cool, but it doesn't work for me.
Yeah.
And, you know, I'll just pin up some of the stuff.
I go to β Airdrop Adventure is a pretty good place to give you guys some updates
on things for airdropping.
And, obviously, we have on-chain summer NFTs.
Mint at the wallet address up top.
Prices $0.0007.
Use Coinbase wallet while minting.
Official base on-chain NFT, so don't skip it.
So, there'll be a lot more incentives like this.
And then another one I got from Adventure Airdrop was the Ionet has, like, the season rewards.
So, I don't know if you guys are playing on Ionet or not, but they have Ionet Ignition Rewards program.
Season 3 is now live.
If you can go to the Galaxy website, it's valid until June 30th.
So, make sure your Solana wallet is linked to your Galaxy profile page.
So, if you are a participant in Ionet, they have Season 3 up there until June 30th.
So, something you guys probably want to get into.
There's definitely a lot of airdrops this June.
So, it'll be interesting to see where kind of that liquidity goes to.
Kind of what Uncle would say.
I still don't think.
You know, that all these liquidity events coming in.
I mean, in a sense, it's great.
But also, you do need someone to be buying the shits on the other side.
So, pinned up to the top.
We had earlier last year, right?
I think.
Yeah, whatever.
In the last year or so, definitely not longer than that.
OSF, Demando, and them came out and just the rec as a whole came out following in Pond's footsteps to give equity to everyone that's a holder, been participating in that community.
The claim is now live.
I pinned it up to the top.
It went live a couple days ago, right?
So, if you hold any rec brand assets and you are available, I don't know if there was a snapshot or anything like that, but you can only claim your shares.
Oh, there it goes.
Rec shares are available to claim for wallets holding rec guy NFTs by 1-12 a.m. EST on the 26th of October of last year.
So, it's been about eight months or so since he initiated this.
Just go up there and check.
Maybe you were.
Maybe you weren't.
If you've ever owned a rec guy or anything in that ecosystem, I would just check.
You never know if you sold it in time or right before.
So, I remember Trill was rocking this, I think, right at the time that they announced this.
So, hopefully help me get something, man.
That's a dope brand to actually have equity in and be a part of, like, in that sense.
Those dudes got a lot going on, bro.
They do.
You know, obviously, Mando has his daily minutes.
They're on FOMO hour.
They got the epic meme coin.
They got fucking rectum of Ts.
Like, they're doing the most, bro.
I hope they don't get burnt out.
That's a lot for anybody to keep up with and try to, you know, obviously, the community members are asking when this, when that, when price go up.
So, man, it's not a place I want to envy, bro.
That sucks.
But, yeah, they're killing it.
If you want to, I think Epic Token, I forget what they had their update, but that was something that I think is around $20 million.
So, that's pretty hard to do.
So, shout out to them.
What up, Trill?
What's up, bro?
Yeah, what's good?
Yeah, coming up real quick to talk about the rec thing because I did it yesterday.
And, yeah, there's, like, a lot of paperwork for it.
So, I'm a rec guy, and I held it through that snapshot.
So, but, yeah, it's, like, a legit thing.
Like, I believe, from what I can see, it's, like, you hold one rec guy, you get 100 shares, and you have to fill out the paperwork.
So, yeah, it's, like, tax paperwork and all this type of stuff.
So, I still have to finish mine, but, yeah, I did get it.
And you can even see, like, their revenue and stuff like that.
Like, it's all in there, like, the money they've made since they launched the drink and stuff like that.
So, it's super legit.
Like, it's not some, you know, degenerate stuff.
So, it's pretty cool.
Yeah, I'm pretty sure.
I wouldn't expect anything else.
Yeah, I was about to say, especially with Sakata Pairn, I'm pretty sure that if you try to offer this, especially if it's, like, equity and stuff like that, like, they had to jump through a million fucking loopholes.
I remember Ponds, when he first did that, like, one of the things that he was talking about was the fact that he couldn't tell anyone, right?
Like, that was one of the things that they went back and checked, like, all his fucking tweets, checked all his shit to make sure that not once did he insinuate that this was coming or anything like that.
There's just a lot of stipulations and loopholes.
So, I mean, not loopholes.
They're guidelines that you have to go through.
So, that's dope, man.
So, you basically dox.
You have to put on social, all the whole nine as an actual investment in a business that you're a part of, right?
Yeah, basically.
And there's a platform that they're using.
It's, like, a digital platform.
So, it makes it super easy.
And so, yeah, you just go to that website and then you connect your wallet and then just create that account there.
And it's, like, an all-in-one platform to where you don't have to, like, do everything or, like, file anything.
Like, it'll do it for you.
So, pretty cool.
I know OSF is kind of lower key now because I think he had a kid recently, but they're still running it.
Like, they're still running it up and it should be pretty cool for moving forward what they do with the rec drink.
Like, it always sells out when they do the IRL event.
So, yeah, it should be at least something.
No excuse.
No excuse to have a kid.
How does it work for, you know, a lot of people say that you have to be an accredited.
Yesterday, I was like, for example, I was listening to the Bitcoin space and, you know, Archon and they're talking about their fund.
And he was just saying, Archer and his fund and whatnot and was saying that, you know, you have to be an accredited investor in order to participate.
Just do the United States.
We hear that a lot, right?
Now, I found out recently that that really doesn't mean shit.
You just got to look at them and smile and put your fucking thumb up and they're going to be like, cool.
Yeah, I'll send you the paperwork.
So I'm just trying to understand, how does that really work with this?
If it's an equity offering for you and then he can claim that you've either been putting in work or whatever, none of that matters because you're technically not buying the token or investing in the equity and it's being given to you?
Or, like, how do they get around this guy's not an accredited investor, but he can still get a slice of the company versus this guy can't participate in the company because he's not an accredited investor?
So that's a good question.
And basically, for the hundred shares that you get, you technically have to pay a dollar.
So you technically are putting money in for it.
And so I think that's the way they're getting around it to what you're saying.
So, yeah, like, you basically just type in $1 and then it'll charge you and stuff like that.
And then that's it.
You get your hundred shares.
So, yeah, again, super easy.
It makes it super, like, straightforward to what you got to do and what it means.
So, yeah, that's kind of how they did it.
Is that how it works, Shekinah, though?
Is that how you can get around it because you charge them?
I have no idea.
Shekinah is not a securities lawyer.
Yeah, but, like, I know that, like, there's obviously those requirements would fall under your, yeah, financial, like, regulations.
And it's coming from the SEC.
So I just have to imagine that they would have, yeah, like, worked with a, I'm going to say probably a law firm.
Or just because a law firm is going to have, you know, I don't know, I want to say more expertise because that's not completely accurate on securities.
But would certainly just in different areas when it comes to securities, yeah, would have not only experience but also probably have contacts within the SEC and be able to kind of help them with that.
So I'm assuming that they probably worked with a law firm to kind of help them with that.
But that's certainly securities territory.
But, yeah, like, I would have no idea.
And I don't think they're, I don't think they would mess around and do some type of creative workaround.
Just whatever the legal loophole would be is what I'm assuming that they might have done just because you don't want to play with that.
And they're over in the U.K., I believe, and surely they're in the U.S. can certainly, you know, has treaties and jurisdiction where they can pull some strings to stop it.
So it sounds like they might have gone around the right way about it, but I don't know.
I was just trying.
I thought all the lawyers, you know, were the same, more or less.
No, no.
No, no.
So I know this constantly comes up and people just don't understand if Bitcoin works.
But whales come in and sweep 3.65 BTC of node monkeys, 250K.
Goldmine Toon Opportunist Leech cancels the entire sweep in an attempt to make a few dollars snipping one of the monkeys.
Block goes through.
Whale's entire order is invalidated.
Goldmine Toon's users are cancer.
Wow.
A lot of hate, but a really bad take from someone that's rocking a node monkey.
You guys, obviously, this is β go ahead, Chief.
Go into why this is a bad take.
Well, I mean, this is one of those things you can't β it's part of it, right?
It's either you allow it or you don't, and this is the negative side.
I mean, but Bitcoin is, in a sense, this is what it's supposed to do.
This is how it literally functions.
The only way that we get any type of protection against this is now if you release control of the way that transactions work peer-to-peer and you give it to the marketplace.
And you ask the marketplace to intervene and put up β basically, you know when you're bowling, the two little fucking guardrails.
So, that way, you make sure that you at least score once rather than figuring out how to grab some tools and work back.
Now, ultimately, this does require some type of level of common sense, and fucking common sense isn't really common.
So, you're not really going to make β I guess you would make money in this night, but you also got to understand that the way you're going to make money is if this trade goes through.
So, the floor can actually move up $250,000.
If you break that up, the floor is not moving for shit.
So, it's not necessarily really a tools error.
It's more of a user error, right?
And in a sense, like, guns don't kill people, people do, right?
So, we've now loaded everyone, and we've taught them all these different websites and how to use these guns and how to use these snipers.
But it will require someone who's actually sniping to be like, hey, I'm not going to take the shot because it's going to affect XYZ or this is going to be EV negative for me, right?
And so, at the end of the day, you do have to have some type of, I would say, table consideration the same way as if you're playing blackjack, right?
You're not going to be that guy that's out there hitting on an 18 trying to wild out and fuck everybody else off, and that's what's happening up here.
Now, you can see snipes that are occurring that are live in action.
You can literally see the size of the purchase and isolate individual assets if you would like to.
Now, you've got to understand that the way it works is because no money is actually put up until the block is complete that you will invalidate everything because there's no way that it's going to take half of the value and not the whole thing.
It's an all-or-nothing peer-to-peer.
It's like this transaction goes here, and people are fighting about whose hands it's going to end up in.
If you break the bundle, there's nothing to give away.
So, I say, I mean, I'm all for RBFing and just mempool sniping in a sense.
If you want something of this big nature in a sense, throw out offers out there.
I mean, there's people taking instant offers nonstop, do this shit in the wee hours of the night.
Whatever it is that you may be, maybe break it up into chunks, right?
Ultimately, you're not going to be able to make that big of a move.
But, in a sense, on a block like this, what do you expect?
If you're literally going to move the floor probably $10,000, there's going to be someone that's going to try to capitalize on arbitrage whether it works or not.
So, and it's only going to get worse, bro.
I know of a sniper that's way fucking better than all of this shit that's not on the market right now.
That when they actually go live in public and say that the sniper is their primary product, it's about to fuck people up.
Because you're going to get in the zone the same way you get in the trenches to go out there and, you know, hop on your Telegram bot.
You're going to get in the trenches because they've gamified it, right?
It's all fucking colorful.
There's different flags on everything.
You can see people's PFPs of who you're sniping and who you're going against.
It's like they made it into a game.
So, people are going to lock in and make this into a game and it becomes a whale game, right?
It's as long as you have or say and have that balance, you can keep going until you're tapped out of the balance and they basically buy you out of the table, right?
So, in a sense, it can be poker, right?
And you either bluff them out or it becomes EV negative and they just let you fucking end up with the bag and then you're screwed.
So, dude, I'm just thinking, like, this is a game.
How can we make this?
Come on, fucker.
Just fucking motherfucking people can't drive.
Anyways, how can we make this a game, bro?
Like, there has to be a way that maybe because you say it's a game for whales.
How can we get people to bet on this?
Like, who gets the sweep?
Is this going to be RBF?
I do think there's some way we can gamify this whole RBF thing into, like, a playable game, a play-to-earn game or just a passively idler or something, dude.
I've been thinking about it.
It's a very polarizing topic.
A lot of people like to talk about it.
A lot of people like to give their takes on it.
I think this would be great as a game.
I don't know how we build it, but definitely an idea up there.
I don't know.
It's definitely interesting.
You know, I'm not a big shiller, but, look, it's a bee and it's a cat.
You know what I'm saying?
Like, you can't eat.
Billy?
Yeah, it's at time high.
Like, you know, I put you guys on this shit at one sack.
We're at a 70X.
Well, no, about 8X now.
So, GG's to anyone that copped because it was a live call on the show.
So, do you, I mean, are we going to be wearing B-lettered glasses in Bitcoin Nashville, bro?
Like, is it going to be that?
I'm just saying, it was a play that I gave here.
And, you know, it was at a million market cap.
We're now at five and a half and we're cooking.
So, GG's.
I was wondering, like, if you could pump your bags, would you wear the glasses?
That's what I'm just saying.
Like, are you there that much where you would actually?
No, no, no.
I don't sell a lot.
You know, I got my PFP with the glasses, but I can't do that.
Like, that'll be too much.
So, it's Bitcoin.
What's it called?
Bitcoin the billionaire cat or what's the name of the ticker again?
Billy.
Billy the cat is what BTC stands for, you know?
And then it's the Billy.
And if someone looked at your portfolio, they would say you have a crush on Billy Rusty.
You have a Billy coin and you're just like a big blocks fucking whale.
Like, why does this dude love Billy so much?
I don't know.
Yeah, I don't know either, but, you know, Billy.
Oh, oh, Billy.
The Blue Ranger.
Anyways.
The Blue Ranger.
I was, all right.
That was his name?
Yeah, no one recognizes.
Was it the Blue Ranger?
Yeah, I think you're right.
Real quick.
I watch VR.
I watch VR Troopers.
I watch VR Troopers.
On stage.
You want to break down your five projects to watch, bro?
I got it pinned up to the top.
Oh, yeah.
A lot of them are the stuff that we already talked about on the show, kind of just put
it on the timeline, but kind of hit on a lot of them already earlier in the week.
But I did include Billion Dollar Cat just because I didn't know the Billy the Cat thing.
Like, it all kind of makes sense here.
So, yeah.
Billion Dollar Cat.
I think it's at four or five million this morning.
So, definitely wanted to put that on, continue to put that on everyone's radar.
Kind of just makes sense.
Bitcoin, BTC, Billy the Cat.
And then, Nikati Maker is something we called out in the chat.
And I think I mentioned it.
Did it go to zero, bro?
What's up?
That was a glitch, right?
Or something.
I saw so much.
Yeah, so it's weird the way they do it on those platforms on Soul.
And it was weird that it went live so quickly.
But you always have to get verified on Magic Eden when you do the launchpad thing.
I guess it didn't get verified.
So, they removed it from Magic Eden.
And it's back up now.
So, Nikati Maker minted for 0.3 last week.
It topped out at two Soul.
And then, I think right now it's around one Soul.
And, yeah, the guy that made it, he's always kind of making art.
And so, one thing he did come out with today was saying that basically anyone that holds one of these will get whitelists and anything else that he does in the future.
So, definitely a benefit to hold it, in my opinion.
And it's still sitting at around like 3, 4X.
So, it was pretty easy to get it, too.
You just had to fill out a form.
It just had to be fast.
And our drip dough was one that was kind of obvious on it in terms of sending it into the chat for us.
So, if you did get it in, you're still up.
And then, I think it's a good hold.
Retardio Cousins took, I think, like 3, 4 weeks to run up to like 15 Soul.
So, I think it's going to do the same thing just because it's in that same realm of like, you know, M'Ladies and Retardio, Remedio type stuff.
And I know we've seen it happen on Bitcoin.
We've seen it happen with Retardio Cousins.
And so, I'm betting that it will probably happen with this one as well because the art is actually pretty cool.
So, I'm holding mine.
Dog, I think, is going to run.
You know, we talked about Dog earlier, that 900 million market cap still.
So, next leg up should be a billion.
And I think it will start flowing into the rest of the runes that, you know, I think everyone is holding.
So, taking a lick of Dog there.
And then, Frux still holding pretty strong at .02 with the rune coming up pretty soon.
So, yeah.
I know we talked about it earlier here.
But kind of the ones I'm looking at.
And then, obviously, the one that's been seeing today, Vinny's Still Life.
It's still on Magic Eden right now.
I think it's around like 40% minute.
So, yeah.
Just keeping my eyes on those.
But, yeah.
I think Billy the Cat is one that I think it's still slept on.
It's still, like, in the top five in terms of volume.
But, you know, that's kind of what I'm looking at right now.
I would also throw to check out and make sure you keep a tab on Lassogette, right?
Sogs.
Not all of them have been merged over from ETH yet.
That is probably your cheapest kind of picks to get entrance into that ecosystem of the puppets, right?
Shids.
All of that is all one kind of conglomerate, more or less.
Opium.
So, Sogs are something that on ETH were the collection.
And it's also his first collection that he ever created, right?
They've since been teleburned over.
Ultimately don't have the same kind of community yet or whatnot.
But a lot of overlap with more of these kind of raunchy style.
The ones that we've seen, right?
Puppets, Opium, Shids, the Cats.
I forgot what those are called, right?
The CCO Cats.
So, just check out Sogs.
They've been catching random bids and sweeps every once in a while on Magic Eden.
They're sitting at a .012.
Yesterday, when I first started seeing them moving and kind of just putting it on my watch
list, they're at a .01.
A couple hundred dollars up.
But definitely something that I don't think is being talked about, right?
It's something that does exist in that ecosystem, is a sleeper.
And once it kind of moves, I don't think it's coming back down, right?
When they start adding all the narratives on the timeline of, hey, this was actually his
first collection, this, that, and the other.
It's going to make it a little bit harder for price to go down.
So, I'd just be watching that.
See if you see any more sweeps.
If you see an entry price that you're comfortable with.
And that's probably just one of those, once again, chess.
Pick one up.
Set it up for about, you know, two, three weeks from now, right?
That's when you're looking at a move.
It's consolidating nicely.
Collection right now is in at 7.8K total.
Mind you, there is still some to be bridged from ETH.
That'll probably be shut down sometime in the near future.
But only 300 listed.
So, could see a supply shock as well as, you know, timeline bull posting.
Nice.
Bitcoin just broke 71K or $71,000.
There is about 800 million shorts that are piled up at 71.3.
So, I'm going to guess that's going to be some resistance.
If we break through 71.3, massive, massive, massive short squeeze.
We'll probably push us to all-time high if we can break 71.3.
So, looking good.
Looking good.
I'm saying that this week, I call it the beginning of the week,
that we're going to break all-time high this week.
And it looks like if we could break 71.3, we will be there.
Saw this this weekend.
I brought this to your attention.
It was called Producers NFT, revolutionizing the music industry.
10 billion music streams and counting.
Backed by Animoca Brands.
One day ago, they just launched their pre-ment.
So, I mean, you can say what you want about music NFTs.
The only reason I'm bringing it to your attention is because
fucking Animoca is fucking backing this motherfucker.
So, just, you know, get on the pre-ment.
I think I got Trill possibly trying to get these motherfuckers to get us whitelist.
So, I'll keep you guys updated.
But, yeah, go fill out that pre-ment.
Could be a cook.
NFTs haven't taken off yet on music-wise.
And maybe this will be the first now that Animoca is.
I doubt it.
But, like I said, get whitelist first.
Do research later.
Some other stuff that I found.
These are upcoming projects I found over the weekend.
We have an ENS auction house now.
So, if you've been clamoring for a three-digit ENS,
you can get these on discount.
I don't think anybody gives a fuck about .eth anymore.
So, they created, like, this, like, little auction house.
And I saw some three-digit fucking ENSs going for, like, two ETH over the weekend.
Which, that would have been a fucking grail this time, you know, two or three years ago.
So, just bringing that to your attention.
There's, you know, a lot of these passive games are popping up.
This one is called Log Win.
Log and Win.
So, basically, all you really do is log into their website, connect your socials every day, and do a daily task.
And you get points.
Kind of makes me similar to, like, this tap to earn, this easy-ass shit.
They give you a coin.
It's called Log to Win.
And they have 401 followers.
So, it's something I found over the weekend that you guys can look into.
And then, I guess the last one I'll bring up, I have a little write-up on, is this thing called Super AI, I think.
Turned up top, Super Fast AI.
And this is kind of an AI companion here to degen into crypto and Web3 trade.
Buy, meme, and swap, and more.
Super easy, well, and super fast.
So, they're in their beta, exclusive beta.
They have a Zeely.
If this is something that you want to, like, an AI bot that can help you, like, trade and all that other shit, this is kind of one that's being shilled a lot.
So, kind of a little write-up that I have on it.
And we'll kind of end the show after this.
Is Super Fast AI is an innovative AI power agent that revolutions the way users interact with blockchains.
Among the main innovation features offered by Super Fast is simplification of complex blockchain operations, such as swaps, bridges, staking, and more.
Team and partnership, Super Fast is developed by a team of experts behind Revise.
It is also backed by Alpha Wave, Sandeep Nawal of Polygon, Scott Lewis, and more.
Benefits of Super Fast.
As a Super Fast user, you can set buy, sell points on your trade, access in-depth portfolio analysis, leverage AI capabilities to optimize your cryptocurrency holdings, and much more.
So, yeah.
So, is this someone that you're, like me, driving on a truck all day?
If you want to, like, set a buy order or a swap or a bridge, this AI will do it for you, which is pretty cool.
I don't know if it works, but something that I'll look into and something that kind of just launched.
It only has about 237 followers on it, so you're early to it.
So, that's just some stuff I found over the weekend.
And I'll be doing more of that, and I'll be posting some of these.
I'll save some of them, not for the show, and kind of do a little write-up that's more articulate and in-depth.
It seems like people like that kind of shit and got a lot of engagement on the tap-based one.
So, instead of just throwing these all on the space, I'll take a few home with me and write little write-ups on them and post them and then talk about them on the next show and stuff to kind of do a little more breakdown than just flying through these left and right.
So, that's all I got.
Go ahead, Jake.
I got just two pieces of news.
First one up top, Starkware.
Starkware, they're a scaling solution company with a $12 billion FDB, yesterday publicly announced that they plan on scaling Bitcoin, utilizing OpCat.
They've added the cat emoji into their username and launching a $1 million fund to support OpCat development.
So, just adding on to the thesis of the QuantumCats, and that was their underlying goal, right, is to, in a sense, ascend to the level of being an OG,
being a great ordinal for that reason, which is passing OpCat and, you know, setting up at least a foundation for others to build on top of it.
So, looks like that's happening.
So, GG's to Udi and the team.
And then, lastly, I thought this was fucking hilarious.
Shout out to Waylon, man.
He said, for one month, I've been buying all the FUD made by Cook.
As far, already, I've earned $38,000.
He said, just do the opposite of what your favorite influencer is selling and just thanks the legend later.
So, yeah, my man's up $40,000 just buying FUD and counter-trading motherfuckers on the timeline.
So, once again, make your own narratives, right?
Don't always be swayed.
Same thing.
Motherfuckers made stupid bags counter-trading everyone on the mother, right, and the Iggy Azela shit.
So, hey, guys, the point of this, the point of being here is so we can sharpen our own tools and make our own theses and come down this way.
So, that's the whole thing, right?
Make your own theses, sharpen your own tools, figure out how to come to your own conclusions.
And that's how we're actually going to make bags and keep them because you're not going to be shaken out due to any other thing besides your own conviction.
So, I wonder if he made all that money off the Iggy fucking FUD of the whole silicone butt-shaking thing.
That brought it down to, like, 63 cents, and now it's at, like, 90.
So, I wonder if he just, you know, put size into that at, like, 60 cents, and that's how he made his money.
That would be interesting to find out.
And I found β I got a few β
Oh, go ahead.
Hilarious.
40K from just buying, you know, when Puppets were down, when Node Monkeys were down, buying the Pups token, and all that shit within a week later has now damn near pumped back to its regular position.
So, hey, make your own decisions, right?
Use the timeline as a barometer but not as your guide.
Yeah, 100%.
And we'll just end it with this.
I have, like, a new tool that breaks down all the top β I guess it's just contracts of runes that are shilled on the timeline.
So, these are all the ones since 3 β let's go to β let's go to 12, 19 a.m.
So, these are all the new runes that got tagged by my tool.
Aliens are coming.
That was at 10, 58 a.m.
Butter, butter, butter.
Let's see.
Deez Nuts runes.
Interesting.
The Dumb Money.
Wiener's U.S. Sausage.
Wiener's Usage Sausage.
I don't know.
Let's see.
Crypto Dex AI coin.
Dogs Love Pizza.
The Real Health Portion.
Or The Real Health Portion.
Nakasho Satomoto.
Nakashi Satomoto.
How about them runes?
Cook the Mempool are all the ones that launched in the past day.
Out of all those, I like the reverse Nakasho Satomoto.
That's funny.
Try to look at that garbage truck.
Oh, man.
Take that spot in, bro.
Yeah, that's the one.
Cook the Mempool is from the Arsic Deployer.
It's actually up 50% on the day.
It's been slowly trending up.
Once again, remember, this is a V-byte arbitrage token.
So whenever V-bytes are extremely low, you go out there and max mint that shit.
Whenever V-bytes spike up 20%, 30%, you go out there.
Or, sorry, 200%, 300%.
Right?
You inscribe that 10.
When it's at 30%, 40%, you can go and sell it.
And you've now arbitraged in Satoshi value.
And that's what's occurring right now.
So if you go check, Cook the Mempool is still open for 11 more days.
Yesterday, I got a fat clip of it when Mempool is low.
So be on the lookout, guys.
As soon as that stops, it's already establishing a floor on the back end through Mempool arbitrage.
And you, I mean, you're going to be able to make money, right?
So think of it that way.
Look for opportunities when Mempool is low.
Specific tokens are going to have these type of dynamics that are 100% correlated to Bitcoin.
Other than that, man.
Well, that, yeah, I just penned up Steven's show.
Obviously, guys, go to that, 6 p.m.
Redacted, redacted.
Won't tell us who's coming on the space.
That's fine.
You'll find out at 6 p.m. Central, 7 p.m. Eastern tonight on Color Commentary, episode 23.
Tune in to that.
That'll be included in the wrap-up thread released by Allison at the end of the show.
But we do appreciate you guys stopping by, sending reminders, coming in and vibing and listening
and, you know, obtaining all the alpha that we provide.
And we appreciate you guys.
So talk to you tomorrow.
And I'll leave it here for Chief.
See you on the timeline, fellas.
Yeah, appreciate everybody that comes out, everybody that has notifications on, engages with us,
comes up, contributes, just is a part of the TDA.
It means a lot.
It means a lot meeting you guys out in real life events.
Just feeling the love as well.
Looking forward to seeing you guys at Nashville.
We do this Tuesday through Saturday, 9.45 to about 12 p.m. Central.
It's TDA or Stay Poor.
You guys be safe.
Be on the lookout for Steven's show later in the thread.
Show us some love, interact, hit a bookmark, and we'll catch you guys tomorrow.
