Thank you. what's up what's up welcome back guys welcome back to the daily alpha we host the space tuesday
through saturday from 11 to 12 um this week we'll have five shows for you we'll have tuesday
through saturday i know that we had two shows.
We're four days the past two weeks,
but we're getting back to five days this week
and then we'll be four next week.
So we appreciate you guys stopping by.
No threads because we've been off since Friday.
My energy level's a little fucked.
I ate some bad food yesterday
and feeling like I got some bug or food poisoning or something.
So I'm going to try to make it work.
But if my energy levels aren't the same or I'm a little groggy is just because I don't feel like I feel tired.
And you know how that is when your stomach's that way.
So we appreciate you guys stopping by.
Obviously, you guys all know what's going on with the war and all the all the drama that's going on.
Obviously, the market's not cooperating with us.
I mean, when we had the first strike, we went all the way down to 102.. Obviously, the market's not cooperating with us. I mean,
when we had the first strike, we went all the way down to 102. I think we're back at 104.
I think Trump just tweeted just a second before the show came on, and I think we dumped again. So
it's definitely something that feels like could be done with soon, or this could be drawn out for another few weeks. I'm really not sure where to
go. Obviously, I've been telling you guys to kind of look at the oil prices, kind of tell you where
we're at and how the markets really feel if this is going to get out of hand. We're at $71
per barrel, which is kind of right in line where we were last week. So the markets and all that
are expecting that this is kind of being a little drawn out and it looks like, you know, they're
reacting in a typical fashion of just kind of oil kind of staying where it is. The trend line on
that is around, if it breaks above $76, that's where you're possibly going to have some concern
with that. That's a trend line that's been around for like a few have some concern with that that's a
trend line that's been around for like a few months I think it's like 20 straight
months we haven't broke that so if we do break about $76 per barrel you probably
got to think that there's a lot more going on over there than it's actually
being let on so it's not great I mean it's the Trump cycle a Trump tweet could
pump the market it could dump the market And right now it looks like there's a lot of fear in the market based on this. I mean, if you're just watching online, it is pretty crazy to kind of see missiles hitting buildings and everybody has cameras now and kind of seeing in real time. So I know it's not affecting a lot of people here in America or anywhere else other than Iran and Israel, but it's definitely kind of scary to
kind of see that. And hopefully this doesn't turn into some kind of nuclear war because that's going
to kind of make the whole world look a little bit different after that. So definitely not great
start of the week. But I know that there is a bill that is being voted on today, which is the Genesis bill, which I think around 430 today is getting voted on.
So that could be something that could bring a little relief to the market.
I think that's going to be, I think that's the official.
I don't know if it needs, I don't exactly know if it needs to go to the House or since it's in the Senate already, but that is something that could definitely bring a little relief to our bags if we kind of look at that.
So that's happening at 430 today, obviously tomorrow.
We also have the FOMC meeting.
And so lots of macro stuff, lots of stuff that's kind of going on that typically isn't great for our bags.
The Genius Act is something that I do think would be pretty good for our bags.
So a bipartisan Genesis Act is set to pass the Senate today, a major step for U.S. payments.
But this is not done until it's on President Trump's desk.
The Digital Chamber stablecoin report shows why this cements dollar dominance, the future of programmable money. Keep pushing.
And you guys all know with the stable coins and all the new stable coins that are coming out,
they need it backed by something. And a lot of these stable coins are going to have to be backed
by US treasuries, which is our debt that continues to go up. So I think that is kind of a silver
lining there. If we want kind of interest rates and bond yields to go down, the fact that
if a stablecoin wants to launch, they're going to have to put our debt on the balance sheets.
And maybe now we have a new buyer. And it's a KYC, right? Isn't the Genius Act forced KYC for
stablecoin providers or at least users or something like that? Yeah, I think that's right.
So that is something that's going to be one of the biggest crypto bills ever passed, the very first one. If that passes today and then Trump signs it sometime, I mean, they would probably sign in on Thursday after Jerome Powell gets done talking.
meeting, which that brings out the dot plots. And the dot plots, if you guys don't remember,
is kind of the plot that kind of they look at for inflation and how many rate cuts they're
going to have this year. So I think a lot of people are expecting that there's going to be
at least two. If the dot plots come out and they're only ranking in one, that's going to
fuck up the market. So just know this is a quarterly FOMC meeting and there's graphs and
And we all know what happens with this market.
So forward thinking if we're pricing in two rate cuts and it only turns out to be one,
then that's probably going to drop the price of this all crypto in general.
And that's just something you just got to be very wary of.
This guy named Nick Tamarso, they call him the Fed Whisperer.
And he basically predicts this shit over and over
again. He says there's good reason to think that the Fed would be preparing to cut interest rates
this week due to recent improvements on inflation, if not for the risk that tariffs pose to prices.
The past five years, I think, changed people's perceptions of inflation, what could happen. So pretty much Jerome Powell
has put the ball into Donald Trump's court and said, if you can stabilize the market with kind
of these tariffs and you maybe take off the tariffs, you guys can get done with all these
deals. And now we have a concrete of what all these countries are worth, then I will start
cutting rates. But I don't think that deadline is until July 8. And so
that's why people are pricing in maybe a September or August as the first rate cut. So the tariff
deals all I mean, I think the actually the Chinese one has been extended to August. And so basically,
what Jerome is basically said is like, hey, if you can get the tariffs under control i'll
start cutting rates and then that's kind of what people are suggesting that we're probably gonna
have our first rate cut in september and then maybe hopefully another one in october which
would be good for our bags so just uh just some stuff some macro stuff you guys need to be worrying
about um we all been talking about just the stock market in general of how our altcoins are just fucking down bad. But these shitcoin stock
companies keep putting Bitcoin and crypto on their balance sheets and it's pumping the prices of
their stock. It looks like we've had two competitors come to the table this morning
and are trying to basically offer tokenized stocks on their
platform. We had Kraken, which is the first one, basically X stocks on Solana. They want to
basically tokenize a stock market and so you could trade it on their exchange. And then Coinbase
is seeking SEC approval to offer blockchain-based stocks. So we're definitely getting the motion
to kind of get this being traded here in America.
The one, you remember, Chief,
I was looking for one that we could actually trade
You're going to need a VPN,
but that's the one that you could go on.
You could sign up, use a VPN.
I think it's out of Africarica or south africa or some
shit but you can um basically trade stocks on that exchange with crypto and so i know you guys have
seen the big up like there's been a lot of stocks just in general that added crypto to their balance
sheets and it has pumped the price crazy like we've we've seen, uh, the one that SMG, which is
the one, I think it's the one that Eric Trump and, um, Justin's son are doing fucking pumped
the price like crazy yesterday. Everyone that's done this recently, you could have bought within
the first hour or two of the announcement and you would have been up three to five X. So we are
definitely leaving money on the table. I was definitely interested in this a few
weeks ago. I even think Sam got into one that we mentioned. He was up big on that. So as we
proceed through this kind of bull market, we need to kind of adapt to where the money is being made.
And I definitely think getting some exposure to some stocks that are adding crypto to it
might be a way to make some money. And now that we have coinbase and kraken now looking to do that i don't know if that'll be
ready for our bull market but in the future we'll be able to kind of trade this stuff
on their platform so it's funny because i was literally reading a tweet right now that says
i can't wait to trade my favorite bitcoin treasury
on blackrock and coinbase's blockchain-based stock
platform so great right you can't wait i mean they have been making i mean our coins anytime
fucking there's some capitulation to market our coins like solana for instance went to like 163
on the etf new downward down to 140 You go look at the stock market, dude, these fucking,
these stocks like circles up to $168. Go look at the people in the past month. There are a few that actually rugged that in the past month, these things are just up only. So, I mean, we are here
to make money. And if we're just going to say, oh, I'm just going to stick to crypto. I'm not
going to take advantage of this situation. This is easy money. A lot of these are up 3 to 5x from their announcement. You don't have to
be sitting there. You could even be a little late. You could be an hour or two late and still get the
god candle on a lot of this stuff. So just trying to find the tools, trying to find the exchanges,
you could actually do this is half the battle because a lot of us are just noobs when it comes
to that stuff. So definitely looking into it, there is money to be made. And we just can't just turn our heads just because
it's a stock, right? So definitely money to be made over there. You just have to find the rails.
And I guess markets.com is the one that I found that you have to put a VPN and you can sign up
with your Google account, but you can basically transfer over like your USDC or your USDT and you
basically on that exchange if you guys are interested in doing that. So I just fear the
unwind, right? I mean, I think we always have that the fact that crypto moves 24 seven. And
you know, you need that database to be consistently updating and keeping the basically an Oracle
system keeping everything fresh and up to date, right? And then I'm just
scared of the unwind in that sense. Because I mean, traditional stocks, you have time for things
to regroup, you have time for numbers to kind of calculate, right? And then in a sense, they mirror
what's going on in the world. It would almost be as if this is going to become two separate markets
for the same stock or for the same kind of
protocol company, whatever it may be, right? One that's alive 24-7 and the other one that's
quote-unquote normie friendly. Because I think that the biggest issue, in my opinion, it's like,
how do you, I guess, convince the normies that not to be worried that people are trading their
stock past business hours, right? Even if that's not their cup of tea, but it's going to affect their price, right?
So I don't know, whatever that blend is of trying to figure out
to where you don't have this massive quote-unquote bank run or unwind, right?
One created too big of a gap.
There was no way to fix the gap unless you either make
someone lose and then that i feel that that's the the unwind that i'm worried about yeah i think the
unwind isn't instantly right i think the unwind is maybe in a year or two but i mean i think more and
more companies are going to be adding this and if we compare the stuff we're trading in the trenches
and the liquidity that's there and the liquidity that's actually in the stock market, it's like 100x more than we have here. So if you are looking at where the ball
of money is, it definitely is on Wall Street right now. And those are kind of the best performing
assets recently. And I was kind of on top of this a few weeks ago, kind of suggesting that we need
to be looking at this. And there's just more and more, I think there's one tomorrow that's adding XRP. I think it's from Canada.
So it's just like, you can follow this stuff and you can make money off of it. It's just kind of
getting used to it. And there is friction there. We always talk about friction being bullish.
There aren't going to be a lot of retail that go over there. So the fact that you could figure out
before them, turn a VP on and be able to trade this, I mean, there will be a top on this, but
you definitely can make some money off of it. i just wanted to bring it to your attention uh there are going to
be opportunities in the stock market um that you know people are adding crypto to their balance
sheets and then you would what just see the regular stock then just spike pre-market to match
whatever it was trading i guess a minute prior to, that's what I'm confused about is that whole, like, maintaining the same price and not creating arbitrage.
Because, I mean, last thing you want is people just arbitraging a stock 24-7, you know?
Yeah, I mean, a lot of this is announced when the stock market's open, so there wouldn't be, like, a pre-market candle.
the stock market's open so there wouldn't be like a pre-market candle um but i'm sure you know when
the stock closes for the day and then you know goes back and there's another pre-market candle
um there yeah there probably is uh some stuff to pay attention to but i think the sharp one the
jose and lubin one they had like a um they had like an investor unlock and it dumped the price
uh so that is something that was risky you got to pay attention to like the qualifications for
a lot of this stuff if you don't understand if there's unlocks you could buy the top and get
dumped on even game stops um announcement it pumped the price and now it's like below the
announcement so these kind of are you know shit coin stock market prices uh stock companies and
they do pump the price um for a few days And so you can definitely kind of treat that as something as like a shitcoin too.
So I want to bring that to your attention, guys.
I was looking at it this morning.
But you guys could figure it out.
Yeah, it's called Canada Approves the First Spot XRP ETF Set to Begin Trading on June 18th.
begin trading on June 18th.
I guess it's more of an ETF than a company.
I guess it's more of an ETF than a company.
We have the Solana ETF approval odds by July 31st is up to 76%.
So a lot of people are expecting that to hit before August.
And then we have just ETF inflows on BTC saw 434 million
of inflows, making it the eighth day of net buying in the past 10 sessions.
So BlackRock is the number one holder of Bitcoin and the number one holder of Ethereum right now
when it comes to ETFs. And we had MicroStrategy basically buy a bunch yesterday, which I don't
know, man, eight, 10 straight days. If we do get any slip in these etf inflows with the market acting like this i do think
we could capitulate a little bit more here because these these etf inflows are the ones that are kind
of keeping us propped up right now sorry i'm my stomach is killing me but i think that ethereum's
on day 14 of consecutive inflow too so yeah we just got to be aware we got to pay attention to the
etf inflows because that's kind of what's keeping us healthy right now um just these unusual buys
like you know millions and millions of dollars of these etf infos are propping up the price if those
start to diminish you would expect the bitcoin price to diminish especially with like war kind
of uh reckoning up here so we'll keep you guys updated on the etf inflows and all that stuff as we go forward and i guess yesterday we got pumped.fun
basically uh got suspended and a bunch of people are just kind of curious of why that happened
from my understanding there's some kind of api that they're using um and it was spamming uh they
were supposed to use it on twitter and they blocked those accounts
um from my understanding so definitely interesting kind of to see that especially
uh next week they're having their kind of a lot of those dude a lot of those uh
like this is what we talk about the active connections with your wallet
right so anywhere that you can log in with twitter, that's someone utilizing a Twitter API access,
And then that is potentially well linked to all these accounts together using the same
protocol, using the same DAP or whatever it may be.
So I just good practices every once in a while.
If you're bored, if you're on your fucking computer, phone, whatever it is, pull up settings,
look up your active connections, see if you're still using that
shit if not disconnect it or you can disconnect them all and then only have it pop up when you
actually need it right so yeah anything that you sign in utilizing your twitter or connecting it to
there is api access on the back end damn so it appears that used proprietary unauthorized API to spam the platform.
And I can vouch for this.
Hopefully, this will remove the thousands of spam comments on my posts, all pointing at shitcoins.
Other crypto platforms like Bloom, Nova, GMGN, BullX also suspended for the same violations.
So I saw like Cooker was suspended cake was suspended there was a bunch of big accounts that were suspended i guess using
this kind of spam issue the spam api for uh their account too so definitely a little fud there um
i mean a lot of people are bearish on pump.fun. Be honest. I think this is probably going to be a cook in general.
I mean, seeing it on pre-market, I think it was at $6 billion,
which I think that's still undervalued in my opinion.
So they had pre-market on Avio, and it was at $6 billion.
I think it dropped down to $5.
I got this from, this guy kind of pointed this out.
It was kind of a good take.
He says, day 244 hot take.
I think hype is a buy at a $45 billion,
but pump is overvalued at $4 billion.
You're not thinking straight.
Even though we are far away from the peak of mania,
both Hyperliquid and PumpFun had exactly 70 million in fees generated in
the last 30 days. My thesis is simple. Farcoin is trading at a 1.2 billion market cap. There's
no reason Pump should be lower. If people are praising Hype at 4.85 billion FDV, Pump at 4
billion feels like a no-brainer with similar rev. According to a poll, Wattrade, 71% of our fading pump, the perfect setup for a
classicated rally. Time will tell if I'm right or wrong, but I will be putting 5% to 10% of my net
worth into the pump sale, even aped Alon last week at $10 million as a beta play. If you guys
are looking at Hyperliquid at $45 billion and PumpFun basically, similar to that, did the same revenue in the past 30 days, I do think this above $6, $10, $12 billion is definitely a buy. um meme coins kind of going berserk uh just like going red like solana trenches are cooked
definitely could be a hated rally based off the metrics that pump fun have shown in the past 30
days just in the like it hasn't been great in the trenches for pump fun the past three days and they
still have similar revenue to hyper liquid back when we were in the mania they were pulling in
220 million of revenue in 30 days so which is crazy because
stats show i mean and i think these stats are also botched right i think what did they say like only
five people or 10 people 50 people or some shit have only made money on pump fun i mean i think
that that's ultimately like not very accurate you know i could probably name 50 people that have
made money but and then also like what is the the metric or the threshold for that right does that mean you bought a pre-bond
it bonded and you were able to sell it in time and you made money because see that's the thing
too it's like they make it seem as if everyone is having a bad time over there when i mean there's
certain little group shit even the trenches uh at the foundry i mean those
dudes are over there cooking pre-bonds and shit like that right or running it up almost to that
500k mark and being in and out and making bags so it's like how exactly do they do they measure
that because that's something that no one's ever said or shown right well yeah we just see oh well
no one's making money over there no one's making money over there and it's like how does that work?
Well, I mean making money in the platform generating fees or I guess two different things, right? So
Yes, their trenches are hot churches are cooked
But doesn't mean people are stopping them fucking launch coins over there and it's you know
It's really like the launches
Is that I guess that's okay Cuz that's one of the things that I didn't get cuz it's like those numbers are so misleading in the sense for it for someone who doesn't
Participate I look over and it like it reinforces my narrative of well, why would I go over there?
Anyway, there's only 50 people that made bread that looks dumb as shit
But and then when you actually talk to people who shit coin or who trade tokens
You're like no a lot more than 50 people have made money. You know what I'm saying? It's like, so how exactly does that work?
Because it's almost like this, I don't know, virtual signaling on the timeline, basically.
Yeah, I don't think that just because people are losing money doesn't mean that pump.fund is a
good platform and it generates fees. And if they do similar metrics to how Hyperliquid does,
where do they do buyback and
burns of the revenue that's actually created on their platform and burn the pump token,
it's going to pump the price. And so if this, you know, IPOs or ICOs, whatever we're calling it here
in crypto next week, and it starts out at a $6 billion market cap, I'm a buyer there. Just
comparing it to the Hyperliquid at a $45 billion revenue, if they're going to kind of orchestrate
the same kind of buyback and burn, I could see this getting up to 12, 15, maybe $20 billion market cap.
And that's a three to four X.
And so with a lot of FUD on the timeline with Elon, them getting suspended, everybody's just sentiment and the trenches are cooked.
I think a lot of people and just altcoins are down in general.
I do think that this might be a buy
and kind of a hated rally based off kind of all this is happening right before the tge so
and that's slated to go live next week i guess i mean they were saying that this week and now
this is suspended so i mean when they had the article that came out a week and a half ago they
said rumors in that it's going to happen in the next two weeks and i think the tge goes live and i
think the airdrop isn't on the same day um so you'll definitely have like um i definitely still
think there might be an airdrop to pump fund users to like a day or two after the token goes live so
i'm looking um you know kind of looking at you know where stuff is kind of being faded
uh mispriced attention, just a sentiment on the
timeline, pump fund sucks, trenches suck, they're suspended, just kind of makes me feel like there
might be a lot more buyers on the other side if you start seeing some green candles. So definitely
looking at it. I mean, pre-market right now, $5 billion. So I mean, I could definitely see this
getting into double digits. And I mean, I'm not going to put my whole net worth in it like this guy, but you can definitely see it getting to 12 to 15 billion market cap.
And, you know, that's a nice little 2X for people getting in on TGE. So that's my thought. I mean,
we'll keep track of it. You know, maybe they're pushing back even farther now that the market
kind of seems like it's capitulating a little bit, but it was supposed to be this week
based off the article. So it's probably sometime next week so we'll see where it
goes just gonna put something up there um some just i guess farms right in general certain things
are going on so might as well drop it off uh first and foremost if you've been doing sonic
right uh we've talked to you guys about Sonic kind of when it went live and people started doing the farming.
Okay, so right after it ends, though, season two automatically begins.
No one has information exactly how the claims are going to work or anything like that, but it is slated to where there is no downtime.
the claims are going to work or anything like that but it is slated to where there is no downtime
posted up top is just a small little thread information in terms of how it'll be distributed
points verification etc if you guys are trying or waiting for that well sonic is a defy kind of
base chain right similar to what we've seen just pop up this cycle i would say
with barra sonic and now with katana coming in uh right after so anyone that's interested wants
to do farms wants to do anything like that right that's ultimately a whole another can of worms
set yourself up for season two right and actually go check out how much is available to be airdropped
to users but yeah i know that a lot of us have the point threshold needed for season one
or have used sonic to a certain extent uh leading up to this airdrop so got that posted up to the
top for you guys uh it's a combination of activity only right a combination of being inside the actual pools over there right participating in any of
the pools doing swaps and stuff like that and then a loyalty multiplier yourself you gotta keep track
of that stuff obviously they're not going to give you guys points for basically passively doing it
anymore um you're gonna actually have to use the protocol but also the points tomorrow
there is uh you could claim like 25 of it and the other one's going to be locked for a few months
but if you do want to pull the tokens out uh you basically will be able to take out like 35 of it
and then the other 35 will be burned um so the fact that the people will be doing that
So the fact that the people will be doing that is making the coin deflationary.
And so maybe that might pump the Sonic price tomorrow whenever people are claiming, you
know, 75% of the tokens and the other people are doing stuff like that, right?
To where, I mean, automatic vesting schedules, and then if not a vesting schedule, some type
For basically full redemption. If you want to do it then and there.
Finishing up, well, yeah, just another farm for you guys too.
OG, been around providing data and analytics for a while.
A lot of people used to utilize or still utilize it for wallet tracking and just think of
it as almost let's just say a dune at your fingertips without you having to create the
dashboards uh they're one also doing a point farming campaign uh so anyone that wants to go
check that out go sign up for nansen and you can farm and i mean
it's actually something that's beneficial right i mean i'm not sure exactly how the farming works
on it yet i haven't really got to check it out this was dropped earlier today um but i mean it's
a good tool so if you can just earn points by subscribing and utilizing the tool yourself
then i mean it makes sense right instead
of whatever wallet tracking you were using or if you weren't using wallet tracking whatever that
may be whatever kind of analytics you want just do it like that i don't think it'll be worth it
if you actually have to spend money in that sense of uh like do extra shit that you won't utilize but then again they've been here for going on two
cycles now still around still highly utilized right and they just keep refining that list and
that's one of those things too that people take kind of great pride in is how in-depth right their
list of for wallets to track for information to follow for contracts to be
deployed i mean because that's the difference between if you're aping shitters or if you're
finding new projects or stealth mints seconds right so yeah go check it out post it up top
if anyone's interested it just kind of feels like it's the old protocol now with like kato
and mindshare and all this other stuff it kind of feels like no one uses
nance anymore it was kind of like the kato of like last cycle everybody used it to that track
that was the info site like info i guess you could call it right or the info provider
now everybody has like smart like axiom has all these trackers and all this smart flows and
i know moby has like smart smart inflows and outflows.
So they kind of just like fell to the wayside and everybody basically like ripped their fucking info
So I don't know if the airdrop does well.
They were kind of like the Kato of last cycle.
So I get a lot of DMs from just random people,
cold DMs asking me to be a researcher,
wanting me to join their protocol
and i ultimately think that the ending goal of this is to get me on some kind of zoom call and
drain my fucking wallets because anytime i ask for any information about the vc they're behind
or the project behind just turns into crickets well this guy spencer basically get put went
through this and kind of gives us behind the scene of what's actually going on here with the
Zoom call thing. And I just wanted to bring it to your attention because I know you guys are
getting the same DMs. The bull market's here, so scams are going to happen. And the last thing I
want you guys to do is to think that you're going to get $4,000 to $5,000 a month for doing something,
schedule a colony, and then they get you on a zoom call and then all your assets are gone.
So he's like, I almost got hacked just now by an investor imposed imposter zoom scam.
TLDR, beware of zoom links and investors asking to catch up and resist social pressures.
Never download weird updates, but be me.
VC friend I know well messaged me on TG asking to catch up.
Sends me a real colony link, so I booked a time.
Two minutes before the call, he asked me to hop on a Zoom link,
saying that the firm's partners are there.
At this point, I sense a red flag number one, so I do a few checks.
This friend did join a new VC firm recently, and the Zoom link name matched the firm.
ChatGPT and it says it looks okay but be wary. I click the link and it strangely doesn't open the
Zoom app. Instead, it only opens a web version of Zoom which looks different from the normal
Zoom browser app. I try to enter the meeting using the meeting ID plus the password in the link via the Zoom app instead.
ID plus password doesn't work.
I asked a friend on TG for the password.
She insists this is a web version of Zoom and I should just join via browser.
I probably should have stopped there.
But I reopened the link warily and rejected all camera and mic permissions as a precaution.
I see the people in the meeting room talking, not sure if real or prerecorded.
I can see but not hear them.
Zoom browser now asks to download the SDK to update for audio to work.
to update for audio to work super red flag this is this was the last straw and I closed the window
and text text her a Google meet leak instead asking to meet their friends friend tries to
pressure me into using the zoom link instead of the Google link saying partners are here already
I insist of using Google meet client recent due to the recent attacks on Zoom. My thinking here is that they are
serious crypto VCs. They would come over to the Google Meet. Next thing I know, TG chat deleted,
scammer disappears. So far, seems like I'm okay, but will run some checks to be extra sure. But
damn, that was a close call. If I were fundraising and trying to please
investors, this may have worked. But thankfully, I was clear headed today. Be careful out there,
everyone. Always be on the guard. And so just wanted to, you know, we hear a lot about these
Zoom links and we don't know how it actually is orchestrated. Definitely looks like they have a
web app version. They have a pre-recording of themselves where you can't hear them.
They ask you to download an SDK to get the audio.
And that SDK isn't actually an audio.
It's actually the malware that actually connects to your computer and drains all your fucking wallets.
So that person went through it.
Just wanted to read that to you because I know a lot of the stuff that I'm getting in my DMs.
I think the main case is to get me on some kind
of zoom link and so they can drain my wallets so i just want you guys to basically just anybody
asks you to do zoom uh say no uh and obviously google meet needs to be the one that you guys use
until further notice zoom link is total red flag any kind of same zoom um fucking don't do it i think it is 20 25 there is absolutely nothing you need to
fucking talk to me on the phone about at all nothing nothing that you cannot type your happy
ass at the message and make me realize whether the fuck i need to talk to you or not i'm not
answering shit none of you guys down there listening. You didn't win any giveaways.
I'm going to just be real with you.
I'm going to be the one to tell you.
You didn't win the Bitcoin.
And if it was, well, GG's.
Hopefully next time someone does a better job at contacting you.
You know what I'm saying?
Like, this all happens with someone looking for something better.
Always looking on the grass for
the other side right what was it buy big i hacked because the motherfucker was doing a job application
right i mean i'm just being real it's like everyone's looking for the grass being better
somewhere else water your own grass right make it better for you have motherfuckers trying to
talk to you the correct way but anyway i'm gonna post this up top or it's already up there if you have a sappy seal there is a soulbound token on monad that you can go and claim
i know that a lot of people are kind of waiting for that right uh sappy seals are kind of um i
would say first movers in this whole soulbound meta right they did a ordinal early on uh they've done a soulbound token already
on eth and then now they're going with the soulbound token on monad to identify their ogs
so it is called a purple pass if you have a sappy seal go check it out uh what does it say access
apps receive uh nft whitelist and claim testnet mon with rewards that cut in half every five days.
So in a sense, the sooner you do it, the better it is.
So all the information is pinned up top for any of you guys that have seals.
Arf, arf. Shout out to Wob. I think that you are Monad's last hope.
you are monad's last hope so make it possible and then on top of that too there's another project
that's been kind of cooking over there on monad that has to do with uh sappies as well i'm not
gonna just i guess it is a derivative it's called seal luminati uh they're also including
a specific token or a mint for sappy seal holders So got both of those pinned up to the top if you have a seal go take advantage of that
Could be free money in the future
Let's go. Did you see ultra and the loudio team did a new are doing something new
Take a guess what it is blank org slash what it. And you can basically use this tool and draw it,
draw what you think it is and put your Twitter name in there.
And then if you get it right,
I don't know what happens,
but it's kind of like their new engagement thing that they're doing to make
people like right on their tool.
I don't know if this is actually what it is,
but kind of bio says making,
it has to be a wiener row.
Like it has to be a dick.
There's no way that you make like a paint drawing tool and it's not a dick.
It might not be the correct shape or size or direction, but it has to be a dick.
Or the little Superman S.
Especially because the new Superman movie's out there.
I mean, I might be giving Ultra too much credit, but that would be the peak, pivotal moment.
It has to be the ogs because
the new superman movie's out and i just won the contest well i just know from us getting on the
leaderboard for laudio we basically just talked about it before it was like launched so maybe
they have some kind of similar mechanism if you draw on this tool and tweet it out and put your
username on it maybe if there's some kind of leaderboard. If you draw on this tool and tweet it out and put your username on it,
maybe if there's some kind of leaderboard and there's a token associated with it,
the fact that you did this might get you ranked higher in the leaderboard.
And that's kind of like Allison got the 300 because she was, you know,
putting into her threads that we were talking about a week before.
So they have rewarded people to like promote them before the FOMO starts.
And maybe this is similar.
So maybe draw on there, do something just stupid, tweet it out.
And, you know, maybe that is beneficial whenever there is a launch.
So, you know, they've been waiting.
It's been two weeks since Laudio.
So it hasn't been a long time, but, you know, the token's down pretty bad.
And so people like do something, do something.
I don't know if this has anything to do with the token but this is their next uh experiment i guess and wouldn't hurt to you know you know market it a
little bit and maybe there is some kind of reward for doing so we did we was kind of the same thing
for laudio so just wanted to bring that to your attention for you guys today um the kind of talk
of the town right now are these telegram stickers right right? So I'll post that up to the top.
The doodles version sold out instantly, right?
These are now kind of getting bought due to just telegram bots and shit like that.
Pinned up top, it goes through a project or a page called sticker pack.
It's a mini dap inside telegram it's complete
dog shit um unfortunately that's the only way that they're launching they're trying to figure
out how to make this smoother so to speak uh they've already launched a zuki a couple days
ago right last week uh the first one before that was actually pudgy penguins and then you have the
natural telegram stickers that uh the pepes and you know certain mainstays are already there as
blue chips so we're just now getting the introduction to the web3 ips into this
uh they're they're basically doing five to 10 X's depending on the sticker you get instantly. And these are just telegram NFTs that you can show off inside telegram on your name,
Uh, pinned up top is the sticker app.
And then just what I wanted to say on that, um, because you can buy in fiat, uh, before
you could buy in stars or you could utilize ton, right?
Using your telegram wallet, tap in the ton, purchase that way.
Well, they're now going forward and only all the payments only.
Sorry, this is all payments have to be using stars.
So you can only use the telegram currency, right?
It's no, I mean, tele telegram the stars run on ton but
instead of having to just do ton transactions they handle everything on their front end and then
eventually roll up to ton itself so uh prepare yourself if you want to no real information about
the next one it kind of happens very fast you can check on their page kind of the
progression of hey it's coming live to going live um just buy yourself some stars on telegram if you
want to participate in the next one and just hope for a good ip to come up do that pepe one i was
like looking at i'm like what the fuck like the plus pepe's fifteen thousand dollars for one of
those things yeah what i thought i like the app was glitching
out i thought it was like 15 and they're not and they're not even like that big door you're like
people know that you got it like that you know like it's not one of those like yo look at that
guy it's like the tiniest little thing that glows and you're like what is that oh that's just 15k
subtly just chilling in the sticker form so So I think that that's an interesting point too.
Is these are just like right next to like the name of the person's username,
so like Pudgy Penguins has one when they're talking on it,
has a little pink or a little Pepe right next to them when they're like,
when they're messaging people on telegram and stuff.
So it's a flex, it's a flex um fucking damn which is in our uh in our uh foundry it was talking about
the anonymous numbers is kind of one that is kind of under the radar too so we have like a fucking
ton influencer in our fucking founder and he was talking about the anonymous numbers was like one
you guys gonna be looking at too so definitely definitely heating up over there. I was kind of freaking out the fact that those things were so, were so expensive, you know,
Like, how are these so expensive?
But I guess they're limited.
And you know, now we got pudgy penguins and doodles and Azuki is all fucking rocking them.
And now it's driving up the price because it's now getting some marketing.
So yeah, it's just expensive over there.
I don't know if anybody's ever been on ton, but but man I was kind of surprised that that shit was so expensive and I guess you just been people
have been sitting on these for fucking years and now they're just getting volume so definitely
interesting dude I know I was paying attention to ton like two summers ago and when not coin
was hitting but now it's just like a wholly different thing and now there's just NFTs over
there that are more like stickers that are worth more than 90 of the entities on ethereum so definitely something to look at definitely
something look at pinned up top you got azuki uh showcasing um motorcycles which i think is
interesting right people are really thinking that um that this is what it's going to be an airdrop of maybe vehicles or of different
motorcycles right uh some kind of speculation they've been quiet ever since the anime coin drop
so i don't know go check it out no one really knows exactly what it's going to be people are
hoping that they all get airdropped the motorcycle or another vehicle. I mean, I don't think you can really dilute that ecosystem anymore.
But, hey, I mean, Yuga did it like eight times, ten times.
So, technically, you can kind of stretch it as far as the rubber band will go.
I do want to put something on you guys' radar as it kind of is catching storm.
Not really sure if it'll do well.
I don't like how it's rolled out right
but ultimately just to cover it it is the ping penguin gotchi right so basically tamagotchi
penguins on abstract uh it is a on-chain game it is ponzi right meaning if you started early early
when it first went live then you're good to go ultimately
kind of better off now actually because the token has since dumped since going live i think it went
live it was at six or seven mil uh this morning it was at like four or five so basically you buy
and you can mint penguins utilizing Pengu token, right?
So a sink and a burn mechanism for the underlying Pengu token.
And then you have these penguins that you can send off to quests, missions, whatever it may be.
They have different risks, right?
And different success rates.
It costs Gachi token, which is their token.
That's the one that I said
went from 7, and it's about at 4 now.
and it costs Gachi to level up.
is to be able to send your
penguins consistently out to missions,
your rewards, because if you do do it resets basically the entire
board right so if you can get your penguins to level three but you run out of money and you have
let's just say 50 60 bucks sitting there and the gachi token on the side you can't claim that
because it'll reset your penguins back to level one
or zero or whatever it is, right? And you kind of start over building it back up.
So really incentivizing you to continue buying more or using more money, but the output isn't,
I don't know. I mean, for me, it's not hitting, right? Woke up this morning, I bought five little
penguins, been kind of paying uh pretty
pretty steady right as soon as my cooldown goes down i send them out i used about a hundred bucks
worth of like the gotchi token and i mean i'm down like 40 bucks and it's not really fun uh nothing's
really happening i don't know big on chain heroes stuff like that Like I think when number go up in ponzi game, it's cool when number go down
It's not cool. Uh similar to how like spies presale was just following that up too
But yeah, just wanted to inform you guys if you're interested the information's there
It did get a little bit of uh coverage from the abstract team
The reason I didn't like the launch too much is because they partnered with KOLs,
and they were able to set up tribes and clubs before everyone else.
So they were pooling money together, and they're technically multiple penguins in a huddle
working towards one goal versus just you playing by yourself etc the same way you can
have a max group of 10 they can go and that's technically they have a group of like 11 because
of how many referrals they had or 12 or anything like that right so giving all the kols a an
advantage literally an actual in-game advantage because of just referrals so
play it if you want play it if you don't a lot of people are talking about it could be something
right but typically if these don't catch enough fire or steam within the first 24 to 48 hours
of the game being live uh that's it right so pinned it up top. Each penguin's $14. You can mint the max of 10.
Then you go through your missions, earn your gachi or whatever.
But you're also earning abstract XP.
So every click is an abstract interaction.
So that's just something that people that are actually farming abstract XP or abstract specifically,
this is why you would do something like this right
but there's like the woodchip game or or like you know the clicker games that farm you a million
more transactions per second that are way cheaper so try it if you want see if you have fun uh
contract address and brief information is pinned up top this kind of feels like when it's defy
ponzi season is defy ponzi season and when it's DeFi Ponzi season, it's DeFi Ponzi
season. And when it's not, it's not. And just like, if this launched at the same time of like
DeFi Dungeons and all that stuff, it probably would have done well. But it doesn't seem like
people are into the mood to play those games right now. And Abstract has taken a hit just
in visibility since like two or three weeks ago when it was, you know, Abstract Super Cycle.
And so it just kind of like, these are kind of like little metas and little waves that come up and down it just
doesn't seem like people have the appetite to play these games since a lot of them went to zero like
two months ago so i don't know man i mean the spy one i mean it kind of makes sense i had the i had
the thesis last week it's just like base doesn't have the degen culture over there to like support
a game. Any game that ever gets launched over there that's degenerate, it's kind of like falls
flat on its face and it doesn't have like the doesn't have that user base over there. So it's
really hard to get those games to pop off. And I think the last time I looked last night, it was
like 2% of the 2.5 million cap had been hit. So not looking great for that token,
especially if you got whitelisted for it.
So we try to bring you opportunities.
but this doesn't feel like it's DeFi Ponzi season right now
or like game season at all.
And so I think people in this space have been cooked enough
and they're waiting for the next meta
and people are moving over to other chains for meme coins.
They're trying to repurpose that on other chains.
It's just like people are struggling to find some traction here on everything.
And it just kind of feels like we have to kind of iterate here and adapt to how the space is moving.
And it doesn't feel like retail is moving up the risk curve to things that actually have sustainability, like a hyperliquid.
People are looking for 10, 20Xs.
And when they see a 4 to 5X on the table, they continue to go down the risk curve.
And you continue to do that, and you continue to lose your money.
And you try to believe in these games, and the games don't pan out to be what they are, and you just continue to lose money.
And so a lot of people have bad experiences in the past two to three months with a lot of this stuff.
And people aren't willing to go take the four to five X right now.
And they continue to go, you know, chop their feet and spin their tires in the mud and continue to just lose money on the fucking same old shit that we've done the past two years so i've been suggesting you guys you
know obviously looking stocks looking into things that are like native uh stablecoin native things
that actually have fee generation like yes it isn't sexy it's a three to four x but like you
guys are losing anytime bitcoin takes a five percent drop your altcoins go down twenty percent
and like are you going to hold them you're probably going to sell the bottom so you might as well be have stuff that actually has like use case that institutions are interested
in that are gonna pile back in whenever the market recovers so i want to say something real quick
there's a token that's minting gook uh it's been going around it just recently popped up it's like
green uh that's super sus
No affiliation they claim that they're the first meme token on Kato
No one from Kato team has officiated that they've been called out for it, right?
They're steady like I was looking into you know potentially getting a collab and then just
The persistence of trying to get people involved is a lot.
I'm not saying it can't cook.
Scams tend to pump the hardest.
But understand it's probably a scam.
But yeah, it's minting in the next six minutes or something.
It was flooded on the timeline.
It's like a green little fucking booger looking thing.
It's called gook. So yeah, just be careful. I got another dm asking if i was going to mentor some shit so or if we
were going to participate i just wanted to put that on y'all's radar isn't that name racist in
general isn't that yeah yeah it is so it's like that's a red flag i don't know i did see that on
the timeline and if kato hasn't uh backed it, it is probably just people using the buzzword of Kato to get liquidity and definitely red flag ish.
So, I mean, do you think have you seen that backroom thing that's happening on virtuals?
I think it's on virtuals, right, where it's kind of like Frientech 2.0, where you basically have keys and stuff and people are using their.
Yeah, that was the next basic uh
hype virtuals drop uh since iris right i mean iris did really well but that's the thing i mean i took
my uh g fucking jail on iris and i was cool with the dude i put 50 cents and i got 130 dollars
i mean i don't know what more i want to fucking sit here and be greedy for. And like,
I understand it, but the probability of that happening again to that multiple and to those
margins are slim to fucking none, right? Like, let's just be honest. And a lot of people
restaked, continued on, right? And I mean, Iris is down 60 percent since launch. So if you were bullish on Iris, now is the time to buy.
I would say almost the same thing to start farming virtual launches that you like post mint because you actually even earn more tokens.
If you're buying on the virtual platform post launch.
Right. Because then you can buy it at the price you want, stake it and then earn those daily active bonuses that way, right? But yeah, dude, I sold mine.
I've been in G jail. I think I'm in jail for another like fucking eight days or something.
So I don't get anything or any bonus. But talking about virtuals, right? Backroom is the one that
people are preparing for. They bidded earlier, right? And I think there's one more
that's kind of circulating. I'll see if I can pin that up. But Vader changed kind of their staking
rules and Kato changed some of their rules as well that kind of light up, right? So you can no longer
just hashtag tag shit. This applies for Vader and this also applies for Kato right so
you can't just be talking about something completely random and then out
of the blue hashtag vape or dollar sign whatever the fuck right so now the AI is
going to actually look into the algorithm and see what you're saying or
look at the content itself you can no longer talk about where you are on the leaderboard.
That doesn't qualify you, right?
Oh, look at me, I'm ranked three, right?
Because a lot of people would just tweet that
and have other people FOMO into that engagement of,
oh, well, if I talk to rank three, I'll rank up, right?
So, and then you can't talk about rewards. Another one too, right? So that also changed. So, and then you can't talk about rewards. Another one too,
right? So kind of really trying to refine the content that they're getting put out there.
So in a sense, the newest update is you can't sit there and just boast that, hey, they allocated
XYZ to Yappers. You can't sit there and boast, well, I'm number 12, right? And then you have to actually be talking about something in regards to the protocol or whatever the agent it may be. No longer just hashtag lot of flack, bro. A lot of people are talking shit that it's just bots talking to bots, right?
And you're not really getting any of the your money's worth, right?
For the people that are spending the 100k to get on that leaderboard.
So they're going to have to start showing some type of on-chain metrics of, hey, this
Hey, there's retention, right?
And so this is the beginning
of those changes uh pinned up top is just the changes that are directed with vader and then
i'm about to post the uh changes with kato yeah i'm just kind of seems like a lot of the stuff
that we were looking forward to isn't panning out and uh there's really i guess if the market
pumps we can create new narratives but
i don't know what's next man like kind of seems like the space is like looking for something to
do and when everybody pivots to like the next meta it just doesn't pan out to be the next thing
and it's kind of like i think the one thing that could possibly save us is some like huge airdrop
or something like that that could definitely put more money people with pockets but it just feels like we are kind of failing to kind of position ourselves in something that's
actually unique and something we haven't seen before and if it continues this way there's not
going to be a lot to do and the people are going to leave the space and then you know i don't know
just kind of feels like we're we're running thin here on things to do and we're looking for things
just not anything showing up so I'm kind of concerned about just the trenches in general
of this if we continue for the next two to three weeks with kind of stuff not panning out the way
that the hype uh suggested like what what are people going to do in this space and uh when
people don't have anything to do in this space they sell and then they go away for the summer
and uh I don't know man maybe just it maybe it's all you know part of price action maybe things
will happen when the market becomes more bullish and with like this kind of war and iran is kind
of bringing people down and people are selling things that maybe that would have been more hyped
but i am kind of concerned for just the deejans and the people that believe in this space uh that
they're starting to invest in
kind of vaporware, which is all vaporware, but the vaporware isn't even like minting out or
the games are this like KOL driven. And there's like, it just doesn't seem like a very healthy
right now. And I'm just like, looking for what the next opportunity is. And every time I look
and think that there is this is the next opportunity, it just fails to live up to the
hype. So I don't know, man.
Do you have anything else, Chief, to talk about?
It was actually mentioned in the paperwork
and a system of rewards from the SEC.
And then also in the sole ETFs directly. So just someone wrote a bull case thesis as to why Marinade and
exactly just the information of that versus Jito, that versus the mainstay Jupiter. And
then you can kind of just pick what you would think
would be one of the best moves going forward for Sol in general, right?
Because you also got Kamino on the other side.
But yeah, this was kind of just mentioned.
And it was actually mentioned by name.
And so just figured I'd put this on you guys' radar.
As tokens trading at, I think, roughly like 60 mil.
And I mean, if this actually becomes one
of the primary used staking sources right or yield sources for any of these sole etfs or anything
going forward 60 mil is is free yeah that's that's something that isn't sexy um but that is something
that will make you money if this et narrative and there's staking involved.
These things are going to be staked on these protocols, and that's going to make the fucking price of that protocol up, like JITO and this one.
I think there's one called Sky, which Binance Wallet uses for staking their ETH, which I think is called Cloud.
The token's called Cloud.
Those are going to fucking cook.
And so you definitely need to be looking at what the narratives are coming up.
And if, you know, sole staking is going to be a thing in these ETFs, these protocols are going to get massive influx of liquidity.
So yeah, man, that is kind of, you know, these aren't sexy, you know,
stable coin, DeFi protocols, give me the meme coin.
Like that's the stuff that we need to be looking at.
Institutions are running this bull market.
So you need to be looking at what the stuff that they're going to flood their money in,
and those Jito, Marinade, and Sky
are the ones that I'm looking at.
Yeah, man, that kind of does it for me.
I did see one thing, a new game called Block Stranding.
It's basically a game that's on Solana.
The world's first MMORPG goes live on Solana.
Blocks training has competed
its first large-scale multiplayer stress test.
We rolled out the MCB build to set up sessions
and connect AI agents with the Solana agent kit
Each agent stayed responsive, even under high TPS. The magic block real-time engine
performed with an overrun result with LM powered agent pushing 120k transactions in the devnet in
20 minutes, hitting 100 TPS. So this game definitely looks to be gaining some traction,
So this game definitely looks to be gaining some traction
Has AI agents built into it and it's mmop mmorpg
So check out that game is probably becoming being able to be playable relatively soon
For rune June you guys got
Potential up right. I runes are slightly green today I mean, I don't know without kinds kind of taking the
The storm of the programmability the actual experience aspect of it
I'm not to say that it's the superior protocol because I still actually prefer UTXO based runes.
But I will say this, that when you're fighting for mindshare, when you can associate experience and experiments together and people are like, yeah, that was fun.
Versus the down, bad cynicalness that are attached to specific runes. I think that that's going to be the biggest moat in my opinion
to get over uh and then last edge once again just thought this is something that no one's really
talking about uh maple story character sells for 18 grand and uh top selling like farmers of the
game itself that are out there just playing and farming gear uh or north of 100k in the last month since the game's out so
i mean something once again that i don't think a lot of people even know exists or are willing
to play that hard but selling fucking digital characters for 18 bands is crazy work right
even here in america i could only imagine in any other country especially for playing a game
and yeah it might seem like work to that certain extent uh but at the end of the day like there's a
lot tougher ways to work than playing a game so regardless of whether or not you're gonna make
the same kind of money or me right i haven't made that i've put money into this game right i mean
i'm not trying to actively sell it or anything like that,
but it just shows that the flywheel is there
and that they're slowly starting to incentivize people from the Web2 side of things
that, hey, instead of being gacha farmed, right,
which are how most of these games are,
gacha farmed through microtransactions,
why don't you chum and you can get time farmed and xp farmed right but you can
potentially make five times the x's and you can sell these items so just wanted to put that on
you guys's radar as well i mean i slowly play it does suck with the hackers and all the cheaters
that were there right but dominic at least consistently, and the team over there are iterating and changing things up almost weekly, right, to try to patch it and kind of just balance the economy.
I'm excited to see where this ends up in a year from now or something.
I mean, this is a 20-year IP with millions of daily active users. Just wanted to show you guys that people are making bread, even in the ways that we don't even may see, or a lot more than off of Gone the...
What was it? Off the Grid and all those games, too.
These numbers are now surpassing any other Web3 version game that we've seen so far, besides Axie.
So, if they can pull an Axie run, that'll be kind of wild.
That's happened right before our eyes.
The next Axie infinity is right there
and what do you know it's maple story which who would have thought that a game that's been around
for ages is now dominating web 3 so when i tell people that they don't sell anything like no one
can understand like the game doesn't sell anything like nothing that you get in the game goes to
actual maple story or or nexon or the team.
It's all microtransactions.
It's all peer-to-peer, you and someone else on the other side.
That's already another model of gaming that most people aren't used to or can't even really comprehend, right?
So, especially now, because everything you do nowadays is microtransactions and kind of just getting scammed and getting nickel and dime for everything.
Go ahead, Mindless, before we wrap
rugged too. Must be having
some issues with this connection.
Let's see. We'll try him one more time.
We'll just end it and we'll just come back tomorrow.
What up, Mindless? What's good, brother?
It sucks. Yeah. We have to go get Yeah, you rugged, bro. It sucks.
I'm going to have to go get some new by-fire, some new data.
But we appreciate you guys coming out to Daily Alpha.
We have some space Tuesday through Saturday from 12 or 11 to 12.
And I'll leave it here for Chief to end it.
And you guys have a great rest of your day.
I'll see you in the Foundry.
Appreciate everybody for coming out to the TEA.
We do this Tuesday through Saturday, 11 through 12, 1230.
It just depends on the conversation at hand and the amount of hands and speakers we have.
After the show is over, there will be a thread that covers everything that we talked about.
Use it as a resource for you to go back and find these opportunities, capitalize on them, and do your own research.
interactions on that go a long way that's how we can continue to grow and get more opportunities
for our community and as cda stay poor you guys be safe have a good one and catch you guys tomorrow