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THE DAILY ALPHAβ»οΈ
Recorded: July 17, 2025 Duration: 1:09:31Space Recording
Short Summary
In a dynamic discussion, crypto enthusiasts explored the imminent signing of a pivotal crypto bill, the launch of Plasma's public sale backed by Peter Thiel, and the growing institutional interest in stablecoins. The conversation also highlighted trends in NFT adoption, particularly with Pudgy Penguins, and the potential for significant yields in DeFi protocols as major players like Solana and Ethereum prepare for staking.
Full Transcription
Thank you. Thank you. what's up what's up appreciate you guys stopping by the daily off you guys know the deal
likes and reposts go a long way talked to trump this morning got him on the phone me and baron
we're you know having a conference call and he's like yo let, let me get my dad on the phone. He says, if you guys can get 69 likes on the space by the end of the show, they'll sign and pass
those crypto bills in the Senate today. I think it's in the House. But yeah, he says,
if you get 69, they'll just do it. Just put it right on Trump's desk and they'll sign in,
they'll get it over with. So why wouldn't you want that? Like and repost, best way to show
support. Also, Allison's Threads up top. If you missed the show yesterday, obviously recorded. You guys can
listen to that on your own time. But also, Allison does a nice little write-up of all the stuff we
pinned up top. You guys can give her some love. She does it for free. Some likes, you know, some
say thank you, Allison. You know, it goes a long way. G gets her to keep doing them um yeah man but we
do appreciate you guys stopping by the show and obviously all eyes are on this crypto bill is
supposed to be signed today we already have the usual dumbos up there hauling bitcoin um
for drug drug launderers and tax evasion.
Did you hear his speech, bro?
Yeah, it's the same guy that, I mean,
he's... Yeah, but did you hear this one?
Yeah, it's the one,
Congress Brad Sherman, that guy?
The, yeah,
the guy with glasses, the one that
he starts about the ghost of Sam Bankman
Freed.
Yeah, this is the same guy, I i don't remember in 2021 that he's like
what's next mom uh mong point like he he's always oh mong he's the one that sent those little
fucking mong like the mongs the mongooses yeah and then they came out with the mongoose collection
and all that kind of shit yeah he did today's it's fucking hilarious he's like uh we're whatever we do today we're honoring
the ghost of sam bankman freed and hopefully he gets to watch this in his black and white
television in prison as we launder more money and he's like and these people don't have to
abide by any rules there's no guarantee by the Federal Reserve anymore. It's just
Who's gonna back it up? No one
so they're really scared about that and I think that that's one of the more reasonable I
Guess fierce right that most people aren't used to it's
Kind of what I talk about all the time, right? The use of credit, which is something that's very exclusive to America really
And it's that using other people's money.
Right.
And then you have this, oh, well, we pay for insurance.
They pay for insurance.
There's like four layers of insurance deep.
So really, when you get to the end person, no one really cares.
Right.
Because as you get deeper and deeper in this insurance layer and this insurance
game like it's not coming out of your pocket anymore right you're paying a premium monthly
for someone for it to be someone else's problem and when you start doing all this on chain uh
one-to-one and stable coins and stuff like that there is no more borrowing against or tax loopholes
because you're in debt right another thing that people don't
understand that's not taxable right when you start using this that you can actually put uh metrics to
these and you have gains on your debt and so it's just going to change how finance operates 100
but i think that that's a one of the bigger fears right it's well what happens if my money gets
stolen who do i call well there's no one to call over here, right?
Your money gets stolen on this side. It's gone and there is no like oh
How do you have money? Oh, I've been paying my bills correctly for you know, my whole life. That's cool
Like do you own anything? Do you have any money? Like no, I don't then that doesn't mean you can buy a Lamborghini because you paid your bills
Your whole life, you know, and you got 900 credit or whatever the fuck
So it's just like that that we're gonna shift into a collateral based culture
And I think that's the scary part because no one backs collateral besides you and you pay for your own mistakes with collateral
And so it's just gonna shift this whole dynamic
They're just not in control and that's why they're scared
Obviously you have FDI and see FDIC insurance, which is the banks, which basically cover $250,000.
But say you have a million dollars in
and they don't have the money.
Like you said, who owns the money?
The banks don't have the money.
They're just mad that their banker friends
are under control.
And Elizabeth Warren kind of said
the quiet part out loud.
D-Farmer posted this.
These soulless mummies are starting to have
their oh shit moment.
They're saying the quiet part out loud.
They're terrified.
Crypto can blow up the entire U.S. economy.
We could lose control over everything.
It's all about control.
And what is Elizabeth Warren wanted?
She wanted CBDCs, which are central bank digital currencies.
And every single Democrat voted against this because this gives them less of an opportunity
to control our money
flows and knowing what we're doing. So the reason why the Democrats are so against it, because
they're big government and they want to know exactly what their little minions are fucking
doing so they could control them even more. So the fact that now we have control and we haven't
opt out of the current government infrastructure of the money printing, now they're scared.
And now they just don't understand why we would
want that and not want the big old government to you know fix all our problems so and i still think
that that's a we're already getting a skewed version of that i mean the only real way to even
get away from that to a certain extent is self-custody and bitcoin that's it you know when
you start going down oh well to a certain extent even if you embrace this, yeah, with all these new rules and regulations, you're already a ways away from how this all started, right?
And the freedom that was perceived.
So if you were there, don't go back.
Excuse me.
Don't go back into, like, putting it into their hands again, you know?
Yeah, it looks like the U.S. House finishes debate on the Clarity Act
with the final vote still pending.
Congress Hill kicks off debate
on the Genesis Act,
focusing on stablecoin regulation.
So we all heard yesterday
that Trump's talked to the 11 people
that oppose this,
and this should be passed.
And then there should be like
a big old fucking ceremony
of signing this into law tomorrow,
from my understanding.
So that's what's going on.
Obviously, everybody's looking at the Bitcoin charts.
Looks like the Dow Jones industry forms a golden cross for the first time since November of 2023.
The last one cent price is soaring 29% over the next 13 months.
Price is soaring 29% over the next 13 months.
We have 30-year bond yields blew past 5%, an 18-year high.
Rate cuts won't fix this.
They're torching long bonds.
QE is the exit ramp and points straight to $1 million Bitcoin.
The main reason why we went up to $111K was these bonds getting out of control.
And what do they have to do?
They have to print more
money and buy this debt. And so that's why I think actually the inflation narrative of the
government's going to continue to print money, bonds are out of control. No matter who's in
government, they're going to continue to print money. I think that's a better marketing campaign
than interest rates at this point, which we really don't need interest rates. I mean, altcoin season is here.
Bitcoin dominance is dropping. We're at like 60. What are we at? We're at like 62%. We're like highs at 68. The next level is 60. So currently seeing the largest decline since the post-election
run. This question this time around will be whether able to stick
or if the Alcorn Alpacorn Fund will be over a one to three weeks again.
I do think being later in the cycle and BTC well above its previous cycle high,
we are in a better position for alts to do well.
When that happens, usually a quick as pretty evident here as well,
even during the previous cycle, these runs usually took up to a few months maximum.
But in this is long enough for some crazy returns.
For now, I'll keep monitoring dominance and the tend is up.
And we've also had a golden cross on Bitcoin on the weekly.
And the last time that that happened, I think in 2016, we went up 139%.
In 2017, we went up 22,000%. And 2020, we went up 11,000%. So we haven't had one of these flash
in a long time. And that's kind of bullish for Bitcoin, even though the dominance is dropping.
I do think if Bitcoin goes to 20K and all coins continue to outperform you maybe you'll
see 4k bitcoin or 4k ethereum uh before you know it so just like i really think what's fueling the
ethereum is just the the ethereum etf flows they're booming as a group of us spot ether uh
has taken over 5.5 billion since launch which over includes 3.3 billion since mid-April.
So you're just having these steady, steady flows
into Ethereum,
and then kind of that's outpacing the Bitcoin ETF inflows,
which is pretty bullish, dude.
So there's a lot going on.
I mean, our NFTs are pumping,
and something that I,
like we want retail to come back.
I did a little, I have this analysis tool
that basically rates all the YouTube channels
and you can start overlaying charts
on top of just like the metrics.
And typically when YouTube channels get new subscribers,
that's kind of showing you that, you know,
retail's coming in
because they typically go to YouTube
to get the like tutorials and stuff.
Everybody likes to line up the Doge chart as like, hey, retail's coming. And I do think Doge is a pretty good
chart, but AVAX is even better of a chart. So if you guys want to gauge social sentiment,
if retail's coming back, just throw AVAX on your price ticker notifications. And when that starts
breaking out, that's typically a pretty good sign
that YouTube channels are getting more subscribers
and that retail is coming back to the space.
And AVAX is at $22.
It's broke its uptrend from $20.
So just something.
I know not everybody has access to these charts,
but just lining this AVAX chart
over these new subscriber views on YouTube
has been kind of the best metric you
could tell if new people are coming to the space so obviously dogecoin broke above 20 20 cents and
now they have more content out there than anyone else or something like that or what i'm not
actually sure man i'm actually sure why it just lines up perfectly like i pinned up the chart
like when you do do it it just lines up better than the doge chart so i do think doge is the leading indicator but it's just kind of no one ever talks about why avax
why avax uh chart lines up better than this one and i don't know i think one of those things is
too avax has a lot of the gaming content right and that's what they've been trying to just primarily
doing and on and that's stuff that you can actually make content for youtube on you can
make shorts you can make long video form right you can onboard it's like so that's why maybe it
comes up when you start getting youtube hits you know because it's a crypto gaming and stuff like
that right i mean regardless of whether normies know that uh crypto gaming is fucking like
quote unquote a massive fail um at the end of the day, like they associate crypto with, you know, fake money or online money or monopoly money.
Right. Or just something to do with gaming or this digital metaverse aspect.
And so it doesn't surprise me that, you know, one of the those are one of the key kind of just metrics that bring people in.
Right. This idea of, oh, gaming or just crypto in general.
And then you go on YouTube and then you see all this,
oh, it makes sense, it's Grand Theft Auto
or it's whatever, right?
Yeah, that definitely makes a lot of sense.
And I do think that in the 2021 cycle,
AVAX was one of the top coins similar to Cardano.
So I do think a lot of people are just,
if they have investments, they probably have it in Doge, they probably have an AVAX if they're still holding the bag.
And obviously like the best performing coins going into the stable coin bill have been like Curve
and these other like stable coin infrastructures. And the top five asset gatherers in crypto by TVL
is Tether, Circle, Aave, Lido, and Sky. Sky is the, I think Sky is the staking protocol for institutional Solana.
And so why I bring this up, obviously you guys could trade the news, but Plasma has their public sale today.
We all heard about Plasma backed by Peter Thiel and the Tether Foundation, our Tether's backing it.
And they have their
public sale that goes live until I think the 28th of July. And I think your public
sale offering is about $5 billion. And if you look at Tron, which is its competitor,
I think Tron's up at like $34 billion. And so a lot of people are, or is that $30 billion? So
yeah, a lot of people are looking at this that 30 billion? So yeah, a lot of people are
looking at this public sale. It's open for a long time, so there's no rush. But with stablecoin
adoption, you know, continues to rise with the stablecoin bill getting passed, looking into some
things like Athena, Aave, Lido, these kind of plays. These are kind of the things that institutions
are interested in and probably have a nice little price action uh once this stuff starts getting adopted around
america what are you buying though you're not buying an allocation of the stable coin itself
right that's the protocol it's basically try it's basically a competitor to the tron where
you're basically going to trade uh usdt on their platform And so you're going to be trading,
like it's just like another way to kind of,
I guess, transfer your stable coins
and then people can build on top of it
and have stable coin payments on top of plasma and stuff.
Okay.
Yeah, that's what I was trying to say.
Like you're not getting an allocation of just plasma.
I mean, like the plasma one-to-one back token
because then it's like that can't appreciate with market
cap i mean that grows but it's just it doesn't matter to you right it's not a stable coin yeah
it's it's it's a protocol oh okay cool that's what i was under like getting confused of i thought
these people were doing raises for actual stable coins or something like that and i'm like dude
how does that even make fucking sense yeah i think i think the the i think the main why people are bullish on is obviously Peter Thiel, which is the co-founder of PayPal.
He also was an early IPO buyer of Facebook.
So he's a pretty big investor.
And this one is actually backed by Tether itself.
So you have Tron, which does 99% of all the Tether transactions.
This is basically trying to compete with them
and basically vampire tech Tron
and have them being the layer
that does all these USDT transactions.
And at a $5 billion market cap
with all these big investors,
I mean, Tron's at 30 billion.
I don't know, that's a, what is that?
A four or five X from here?
So I think people are looking at it.
I think it's a, I don't know what the Echo price was at. Maybe it was at like 1 billion, maybe it was 500 million actually.
So you're probably like 15 X above what the echo round got in, but I still, this, I mean,
over the time, I'm not saying this shoots up the 30 billion right away, but if you basically
imagine that more stable coin adoption is going to happen with Peter Thiel here backing it, I would say in the next probably two to three years, you could see this competing with Tron at like a $30 billion market cap.
So that's a nice little four to five X for anybody that wants to get in.
What up, Evan?
What up, brother?
How we doing?
Doing good.
I just wanted to make one point on what you were saying about the Sky ecosystem.
So Sky in USDS is what Maker and DAI die used to be i just wanted to clarify that
so it's an algorithmic stable coin but i agree there's like stable coins are the fucking business
that everybody wants to be in because it's interest-free money essentially banks right
now when you you know even the little shitty interest rates that they give you on your savings accounts, that costs the banks some money, right?
They ideally want you to be in a normal savings account where they just pay you tiny, tiny bits of interest, but even that costs them money.
But if they're in the stablecoin business, they can't pay you interest and they won't pay you interest. So like that's the business everybody wants to be in. And I think we're going to start to see some insane entrance into that stablecoin business. I mean, Wells Fargo, we've got Citigroup. There's a lot of people that are exploring stablecoins because they can essentially issue stablecoins with zero interest.
coins because they can essentially issue stable coins with zero interest um and and they can use
that collateral just like they normally do with a savings account and they can go do whatever they
can take your money and literally go put it into stable coin lending pools and and make you know
three four five percent and like that's the thing is like they don't but they think that's the sauce
that you're talking about right now going forward too evan it's uh now that we're getting clarity with this staking it's all these
protocols that offer staking like um and then are going to tap into the in dust uh like basic
institutional level money for this and start playing with that right it's hey you can still
keep your money just sitting there but why not sit there and get 11% or 8%?
And then you're going to see these leaders, right?
Sonic, Barra, Katana, right?
Katana is going to take over and try to provide DeFi and all this yield for all of the Polygon USDC stablecoin processing.
And Polygon is the number one chain that processes stable coins right now, right?
So they're basically gonna say hey, we know you use us to move your stable coin money
But when it's chillin here
We just created this new protocol. You just add it on top. It's like a supercharger to your money
You can let it chill and we'll get you instead of three percent. We'll get you eight
Right and XYZ and then they also have the algorithmic stablecoin
the ausd that they're introducing too so i think these emerging ecosystems that are going to focus
on uh industrial level defi you're going to find some gems and some platforms in there that will
probably make you uh pretty fucking rich dude honestly yeah i think i think the the times of like the crazy ponzi like you
know 150 on on something that's fairly certain are out the window but i mean anything like anything
is better than than some of the traditional ways that people you know earn interest on things like
i mean you've seen like keeping your your money as just normal
stable coins in your wallet is you're you're one you're getting diluted out by inflation but two
it's like you're just missing out on all these opportunities and I think katana is especially
interesting based like what you said um because because polygon is they're completely pivoting
to a payment chain right they they want to be a
process a payment processing powerhouse and they're going to use katana as that arm to create
these institutional and like like like souped up power products for defy and it feels very degen
right now but sorry sorry i just got a call i think that's going to slowly slowly change as
they get more tvl as they start to increase the brand awareness and and make it clear that they're
building things that are actually very uh attractive um and and i think it solves one
issue right i think i mean we saw and then just as personal
participation too i mean barra right barra has and if you go look i mean they don't make shit
in terms of daily trade fees right the chain as a whole and that's due to the fact that it's a
defy based chain it's going on liquidity pools and liquid staking tokens and receipts and yield right it's just
loops on top of loops creating just stable money there to be tapped into it right but the problem
then becomes the chain doesn't get used and then the underlying token that powers the chain
loses its value no one needs to buy anything no one needs to trade anything everyone just
parks money and then you're like well now what Well, when you pair that or you take that now, that same concept or that problem,
and you go to Katana, right, you're going to have constant movement every day,
even though you're generating or you're producing yields similar to a Sonic or a Barra, right? But
because your primary bread and butter is stable coins, you now have 50, let's just say 50 times, 50,000 times the transactions or foot traffic that all these other chains have.
And that at least can sustain the CAT token or the underlying ecosystem itself.
Because, I mean, Bear literally had a pivot now with 1.2 in order to do buybacks, right? Similar to how hype does.
Because once again,
the underlying ecosystem token wasn't being utilized, right?
There was no incentive to even be in a pool
with the underlying ecosystem token
because you had protocols offering 150, 200X.
So you're like, I mean, at this point,
you're just going to take the ecosystem token to sell
or to transfer into an LST or a receipt.
And so you're basically it just becomes a problem, right?
Because, yeah, you solve one where, oh, it's attractive to come park money.
But then you now suffer because all you're doing is maintaining the parking lot and no one comes in.
parking lot and no one comes in they're out right you're not getting new clients and then now
They're out. Right. You're not getting new clients.
polygon with katana and the stable coins at least opens up a door of consistent fees
yeah don't we always talk about like generating fees like that's kind of the meta right now look
at how much fucking hyper liquid generates fees look at how much uh pump fun generates fees
fucking before all these stable coins came in was it like q1 of or q4
or something fucking tether generated like 23 billion dollars worth of fees so it's like if
you're talking about fee generation like and that's what investors and institutions love like
that's a pattern match from something that they typically invest into the stock market they want
to look at how much you know money that you're generating these stable coins protocols are going
to be the probably the top,
once they launch their own tokens and shit,
these protocols are going to be the top ones.
And you're right.
The Sky is MakerDAO and all that one.
It gets me confused because of cloud and Sky are the same thing.
But after this bill, the stablecoin bill is passed,
the next one up for July is the Solana ETF staking,
one that everybody's going to be talking about. And I do think cloud is one you guys will be
looking at. It's Binance is launching a Sanctum LST and cloud is up to 2% a day. So Binance is
actually using Sanctum, which their token is cloud, as the staking protocol of choice for Binance.
So after we get through this news,
everyone's going to be talking about the Solana ETF and staking. And the fact that Binance is
using Sanctum for their Solana staking, I think that's going to be something you can leverage
trade or get in now and expect, buy the rumor, sell the news, or just like that to continue to
grow over time. Because Binance is like five times bigger than Coinbase. And if they're going to use
this to stake their soul, that price is going to go up fucking crazy.
So that token is cloud.
I don't know if you can leverage that on Hyperliquid,
but that's going to be the next news event
that everybody's going to be talking about
after this one goes through.
But go ahead, Evan.
Yeah, no, I think the cloud ecosystem,
not necessarily the cloud token,
I'm not bullish, but I'm not bearish on it.
I think the ecosystem of sanctum is extremely
undervalued and extremely overlooked i i take i take some time every couple weeks to go through
the new lsts on there and there are some really fucking cool products guys like people are very
creative with how they augment the yield on these LSTs and the different levers that they can
pull with, like the Bonk Soul, for example. Instead of getting your yield in Solana that's
then accrued to your Bonk Soul, you're getting streamed Bonk to your wallet. It's using the
yield that you get from that Stake Soul to automatically buy bonk and it goes into your wallet so like there
is some really cool stuff if you have just soul sitting in a ledger somewhere
normal soul like I don't necessarily recommend staking that and locking it
but go look at some LSTs on sanctum and like make it make an informed decision
figure out what your values are like do you want
like boosted yield with a little bit more risk on like the mev side do you want to accrue value to
a specific token because there's a ton of ecosystems that have their own lsts on there
there's some cool stuff so definitely take some time and look at that if you guys haven't before
yeah and then obviously just some other protocols obviously i'm trying to front run the you know, got to be ahead of the crowd a little bit. Everybody's focusing
on the stable coin bill, but they've announced that there's going to be some kind of Solana
ETF with staking sometime in July and August. So you have Marinade Finance, you have Gito,
JPool, S-Ocean, Blaze Stake, StakeFi Protocol, and Sanctum are all the Solana ETF,
are all the Solana staking
protocols that will probably have some kind of attention vector to them with this kind of
becoming the narrative at the second part of the summer. So I just wanted to bring that up to you
guys. This is high level talk is what we do here. You don't hear this on any other spaces,
just talking about stuff that's off the beaten track that people are probably going to talk
about once, you know, you know, the time passes. And these are kind of, these are the kinds of plays that you're early to, that you can
possibly make a little money if you put a little leverage or you just buy spots.
So just want to bring that up.
Plasma launching today, $5 billion market cap, competes with Tron at a $30 billion market
cap.
Peter Thiel, Tether involved.
I could see this in the next year, two years, getting up to like a 30 billion market cap,
which is like a four to five X from here. that's live until the 28th of july so you have until i think next monday
to get in if you guys want to get in and obviously when this went live on the echo you had 30 wallets
basically accumulate the whole public pre-sale so there's tons of institutional big buying demand
on this so it wouldn't hurt to get in this five billion does feel kind of high from the 500 million dollar vacation they got in but if you're comparing it to tron i mean i think this
has the opportunity to flip that so go ahead chief yeah no this just dropped 20 minutes ago
i mean that's a pretty big deal um don quixote is like the store to visit when you go to japan right it's uh take like costco
five below walmart right and just put it all together and it's just that right it has all
your novelty items it has snacks it has everyday items that you need so regular japanese people go
and shop at donkey because it literally just has everything and anything.
Typically, they're anywhere from like seven to 12 floors.
Right. Massive grocery store at the bottom.
Whole night. Right.
Well, they're a pudgy penguin toys are now officially available inside all donkeys.
So I think that that's going to be something kind of crazy on that end of once again
doesn't necessarily uh change the web 3 nft price not instantly right but this is what brand
one awareness and notoriety and then adoption looks like right because then people are like oh
where have i seen that penguin before oh we see it at the store and then you hop online and
then you see it uh on on a card game and then you see it when you're scrolling through nfts or
something like that or or your gifts right and it just becomes a brand association so just hats off
to them i mean i don't know how long this uh i guess you could call it a master class is gonna
last but they're still pulling new tricks out of their sleeves. So
GGs right and then it's leading into q4 for their TGE
So yeah, man, I think uh, this is pretty big, right?
It is the store that every tourist visits when they go to japan
It's where you get all your snacks before you go home. I mean, it's that store, right?
Literally all your are your goods and products. I mean, it's that store, right? Literally, all your goods and products.
So it'll be cool to see how many non-Japanese people are exposed because it is such a tourist hotspot.
And then how many Japanese people also start now getting exposed to the pudgy brand.
Well, this is how Labubu had their rise, right?
Labubu was out for 10 years.
Then you had a few Japanese influencers go on TikTok, make some fucking TikToks about it,
and then it went viral.
So putting it into these stores,
getting it aware to these people,
all it takes is one or two big influencers in Japan
to make this shit go viral.
So this is the exact playbook that you would want.
I don't know much about this store,
but is this something that's more touristy?
Or is this something like that?
No, it's everything, bro.
It's every tourist goes there to get snacks and products like beauty products and all that
like a 7-eleven and shit kind of yeah but i mean like grab costco and then multiply 12 floors
right that's literally what it is like one floor for everything individual from you can buy Louis Vuitton purses at the very
top and Rolexes to the very bottoms of grocery store to your everyday items in the middle snacks
and chips and nail clippers and so as a tourist you go to all the donkeys throughout the store
because it just has a variety of snacks and goods right a lot of women go there and they want
products like face products
or whatever it may be, hair products. Guys go get clothes and tourist gear. And then the normal
people, right, the Japanese people go there because once again, it has everything, right?
You can go to 7-Eleven and get most food stuff. You can go to Family Mart, Lawson's, et cetera.
But if you need a goods item, if you need a hairbrush or a pair of flip-flops or a shirt or some kind
of just simple dumb shit you can just hop in donkey and get out so it's a big deal and it's
on almost fucking every single corner well you better start getting these fucking plushies and
all these collectibles now because once this shit goes viral dude they're gonna be just as expensive
as the little boo-boos man oh i think yeah that you can start to see especially now with the
normalization of um assuming the pop mart trend continues which i think it will right i mean labubu
is just one character in that whole pop mart trend but the trend itself the psychology behind it is
the gambling and then just uh you know the blind box you already have the popularity of ripping
cards right and oh ripping cards is for you know the guys and the you already have the popularity of ripping cards, right? And, oh, ripping cards is for, you know, the guys and the boys.
And then the girls are over here now have the ability to tap into these plushie items and this other form of gambling.
I mean, I can see the plushies and all the original, like, pudgy penguin shit start tripling and, like, quadrupling in price, right?
I mean, you can't get the shark already
It's like over a grand any of the network exclusives are over a grand
Right any so they're already starting to get hard to get and they were already limited
So yeah, just be on the lookout for that. I posted up top to the vibes
This is the card game, right? I mean people talk about
IP plays people talk about Pokemon. I mean ideally if you compare I'm not saying that Pudgy Penguins is Pokemon
But that's probably one of their North Stars
Right would be to be associated or be known just like a Pokemon or a Hello Kitty or something
I mean a first edition booster box
Runs you 120 grand
Right. So same thing these cards
This is the birth of a brand new IP.
You know, a booster box, a first edition booster box of Magic the Gathering.
Same thing, half a mil.
Right?
So, it's just stuff like that that you can think about.
That if you think this is going to have some type of long-term staying power.
And you see collectibles as a whole becoming a mainstay in our culture.
Which I do see that.
I would start
picking some of this stuff up they're coming out with season two of the card packs it's pinned up
top it's the levels the littles right the first one was all the big pudgies and then the second
one is all the little pudgies and the rods are what are needed in order for you to license your
pudgy and be able to get paid i mean if labubu had i mean how old
is pudgy penguins three to four years old and it has more traction than labubu did when it first
three to four years and so it's like if labubu had this was was invented right now and was like an
nft like i think pudgy penguins would be outpacing it and i think when we have we're here every day
and we see this crypto adoption,
the underlying community that's backing the Pudgy Penguin is just growing every day.
We have this industry, crypto industry, that is very small that's going to outpace the internet.
And we have every major protocol switching their PFP to a penguin.
So, like, it's just a matter of time until this goes worldwide.
And like Lucas says this all the time, it's just a matter of time until this goes worldwide and like lucas says this all
time it's the crypto mascot and so when you're looking at is this going to get influence is
this going to get people's eyes in the future it all it takes is one big influencers the shield
this in japan and now these fucking collectibles go pretty viral i think it's just a matter of
time we're here every day and we're just like and they send those big bitches to people all the time
bro i mean you know those big like the the three four foot penguins like those exist
They have ones that are the size of like a small woman, you know
Or I guess a normal-sized woman or something, you know
And it's big-ass penguin and you get people that get those sent to their houses and it as advertisement all the time
So the brand is just gonna continue to perforate like culture and get bigger i would
personally suggest grabbing yourself maybe a first edition of the card pack right i mean i
think you can find them online for like 100 bucks bro 150 bucks like we throw more money at shitters
and other dumb shit in this space to where this you can probably put in a vault come back to it
five ten years from now it'll be worth more than your 150 bucks
guaranteed. So yeah, we're on the ground level of the new internet guys. And so I know it kind of
seems like it's boring sometimes, but we're on the cutting edge of pretty much what's, what's
going to be next in the next five to 10 years. And you're here every day and you're seeing what's
next right in front of your eyes. And when it actually happens in retail adoption, you're like,
I knew that I saw that four or five years ago Why didn't I invest and the claw thing makes sense too?
because I mean that's what I've always said if I you know leading this
Even the end of the web 3 game side of things right
My push was never to be a web 3 game for crypto Twitter never to be a web 3 game for it for the world
Get your ass inside main event
Right be be a game inside the world, bro, get your ass inside main event, right? Be a game inside the arcade
at the fair. Like, quit fucking trying to shoot that you want a bajillion fucking people to come
and give you. No. Think long-term, think compounding, think microtransaction, and just,
I saw you pinned up that to the top of the claw game, and we've seen the success of that, right?
Very simple, but that's once again
brand association now people are gonna be like damn oh i played that game and it had the penguins
in there oh damn i'm in japan and i see these fucking penguins oh damn they got these penguins
at walmart right so now you got three different spots to where you're seeing the same thing and
you're hitting also different one geographical like
markets right and just different style of of just people right so i don't know ggs to them
club like actual master class yeah dude all they need is a monster truck and they fucking
completed the master class uh did you see that chimpers did a blind box sold out pretty quickly
i don't know if you saw that puppetsuppets did a car? Did you show you?
I mean, did you see that?
I heard about that.
I really don't know much information.
I just figured we had Arf in here.
I could lean on him and ask him.
But this is a Chimper's Chimpy Custom Party Plush Key Chain Blind Box.
It was $30, and it sold out within, like, the first 20 minutes of going live.
So, obviously, everybody's going to copy and paste what Luca does for their IP,
if they're building an IP.
And Chimper's been around just as long as Pudgy Penguins have, I mean,
pixel art's a little bit harder.
I feel like to do an IP just because you're limited to the pixels,
but I still think it's good enough, has enough distinct kind of traits
and good pixel art for it to be an IP play.
But yeah, man, they're continuing to to grow i don't think their profile picture is
that expensive i think it's like 0.5 eth or something like that but we've always been
bullish on chimpers and they did a blind box yesterday for 30 bucks and it sold out so ggs
to them but what's up with the bitcoin puppets uh thing that they got they got a race car i think
i saw a race car that's all i saw i was race car. That's all I saw. I was like, is this real?
Like, is this like a...
No, it didn't.
Remember, I did the fundraiser for it.
Remember, it was a digital collectible, an egg that you could have got probably two or three weeks ago.
I told you guys to get...
Not weeks ago.
Yeah, a week ago.
Sorry.
You could have bought...
One was a raffle ticket to get your pup listed on there.
And then the other one was
uh just basically an egg or a toy that was inside so i'm gonna post it up to the top but it was a
full-blown um just bitcoin puppet branded car the guy unfortunately didn't win but it was uh i mean
i guess you maybe know it's a rally race or it was like dirt derby is that what it's called like
when you're just racing around in a fucking like dirt track yeah and those are kind of just like middle of america
kind of things like there's really no like uh franchise or anything of some of those so i was
kind of confused if this was like something that we're gonna see on television or is this something
you're gonna i mean it was televised right it was on fox sports one and all that kind of stuff but
it's it's all i mean like the people that watch pickleball and shit like that there's a niche
group of people that enjoy it but the whole point was i mean the guy got interviewed right he was
this uh i guess you could say a one one hit wonder early on and then he got addicted to drugs kind of
fell off xyz and then this was his debut 12 years later, clean, sober, you know, basically getting a shot at life again.
Right. And then he definitely he gave a shout out to the puppets.
He thanked all the sponsors and all that kind of stuff.
And he was like, yeah, man, it's just good to be able to race and be clear and know what's going on.
And so it's very cool. Right. And he said, you know, shout out to the Bitcoin Muppets.
And so that's why Bitcoin Muppets has been trending all on the timeline
But yeah, it's the pups and just in a sense we're able to get there
Just the character right? I mean once again brand association you saw it on the CNSBC
Of the big puppet at the Bitcoin conference
Right now you're starting to see the puppet and whether or not it's the biggest televised event or not,
but still, this was one crowdsourced, right?
So the Bitcoin puppet community
and other people in ordinals all contributed to this.
And then it's now being televised on Fox Sports.
So, I mean, it's just these kinds of things
that just bring brand awareness and
eventually maybe someone will be interested and maybe someone will go and buy and you know more
so it's just about understanding that there's other stuff to bitcoin besides just the laser
eye side you know so cool to see yeah i mean it's not kid friendly and i think that's kind of
something they lack with the ketamine puppets and shit.
But I think that was something that Doodles kind of stayed away with, like the smoking of the cigarette and all that stuff.
But when you're talking about IPs that want to go viral, I think they need to be somewhat kid-friendly to get kids in.
But the Bitcoin puppets is trying to maybe attract an older crowd.
But yeah, it's interesting to kind of see this.
But in a team in general, I guess that's what happens when Ethereum goes up.
They start getting bids, man.
Pudgy Penguins getting bids.
Obviously, you guys see that.
Bad Buns, which is on Ethereum, which is basically a mega ETH fucking NFT collection,
got swept all the way up to 0.55 yesterday.
We have SteadyTeddy's almost up to 200 Barra.
But it's just interesting to kind of start seeing this
nft cycle again uh it's fun i still kind of hate trying to sell these things when i want to get out
but any nfts that you're looking at other than steady teddies i know that you're a big accumulator
of those is there anything that's kind of popping out that you're interested in uh i mean i was
looking like i said the rods i think that those are undervalued uh moonbirds right i mean if you talk about just beta and and just you know maybe a delta play to
that uh spencer one of the biggest uh investors and i guess you could say whales inside pudgy
penguins um he's also the one that runs uh the card game that I was just talking about, right? Vibes and the TCG.
He's the owner of OCAP Games.
Well, they acquired Spencer Ventures, OCAP Games, etc.
They acquired Moonbirds.
So I can definitely see some one cross-promotion over there.
And then just two crossover, right?
Some type of Moonbirds IP coming into the Pudgy Pinkle ecosystem.
Or even just full acquisition as a new character, a new piece of lore or whatever, right?
I don't know.
I'm just betting on them doing something together.
They've been slowly creeping up in price.
They were roughly at about, I think, 0.55, 0.6 range.
And now they're sitting at 0.75.
But yeah, man. I think Moonbirds are probably
a slept on one. Yuga, as odd as that may be, not necessarily looking to buy, but just seeing if
they start catching a bid as a potential swing, right, with this new other side kind of announcement
and anything like that. I think that there's been rumors that they are not gonna
Release the other hundred K
Other sidelines, so I think that'll bring a little bit of peace and certainty for those holders
So just looking at those what else Bitcoin side of things I've been looking at
Looking for a decent dip on sense
Right whenever the sense get a good dip on those,
they're going to be at an art gallery for Art Basel coming up.
They've been slowly being swept up over the last couple of months, right?
Some solid sweeps over there.
And yeah, maybe a based angel or something like that.
But Bitcoin side of things, just more chill, just long-term holds.
And I'm still back holding all my ordinals, you you know so i don't really need to keep packing and there's
nothing really that i want to just add to maybe wizards of ord i think that that's probably the
most uh undervalued collection on bitcoin right i mean lifo builds faster and ships more than any
dev in the space, right?
It's not about like, I guess you can say moving the needle,
but I know he's going to be here tomorrow.
I know he's going to be working on whatever the innovation is, right?
And so he's just one of those that eventually will consolidate
until there's none left and people aren't going to want to sell it.
So I would just say LIFO is probably that collection itself within the next six months to a year there'll be probably none listed
and then a lose a lose are up 50 on the week so i still got mine and i'm chilling and same thing
meta panda's not going anywhere he was doing this ai shit uh before ai was even fucking cool or
people were talking about it you know and so just those kind
of builders that are still around i just think with the nfts in general just it doesn't matter
which i think even ordinals is even better it's just like the winners are there it's gonna be
really hard to crack mindshare and get a new collection to basically get a community of people
um that have already been holding these assets so So even Orinals, it's definitely expensive
to mint your own Orinals collection,
especially the whole 10K meta is probably out.
So we're down to like two to 4K collections.
I just think if you're looking to get NFTs,
just look at the ones that stuck around
for the past two to three years.
And those are probably gonna be the best performing assets
in the NFT sector.
So it's not real hard.
You guys have been here.
You guys know what they are.
You guys see the profiles rocked.
I do think if those are gonna go up,'s going to be the ones you guys already know
it's not going to be something new and maybe there will be a new mint maybe there will be the next
knock amigos on the timeline but i just don't see it happening uh anytime soon so we just got to get
back into just investing into teams that have actually been building and communities that
actually been rocking this for a few years but we're talking about ethereum we were talking
real quick let me just finish uh posted all this bear shit just to get it out of the way uh pol 1.2 uh was their solution to just
kind of this little bit of a downturn or shit a massive downturn over the last fucking five months
but it does offer an actual viable solutions right right? Changes to the actual core tokenomics,
taking 33% of the rewards yield
and using it as buybacks for the token itself, right?
So tapping into this revenue model,
similar to how Hype does.
They also launched today a campaign called Be Long.
So the four biggest protocols on Baruchain, right, all came together
and they're offering just boosted yield and boosted points incentive for these next couple weeks.
As they transition into this new buyback program, they just want you to literally
be long, right? Open up a long through their profile, through their portal, and then deposit
your liquid staking tokens, right? The receipt tokens that you're long. And whatever is in that
vault is now yielding across the regular yield for being long, right? Whatever leverage you use,
plus a four protocol point slash incentive multiplier. i think that that's kind of interesting i mean
i've been trying to do a little bit deeper thought about this of what happens if
everybody goes long like should i be going short and you're like no i mean i think that
sounds dumb but and then again everybody going long can't just be the answer bro it's not like
if we all it's that whole if we all delist there's
no floor and yeah that sounds good but there's always one bozo in the corner that you can't
convince to delist you know and so that's the whole campaign it's be long it has kodiak uh
dolomite and uh smiley finance behind it as well as the Barra Foundation. So for one, if you've been farming
Barra, Infrared is the top dog in terms of protocol and liquid stake and token dominance.
I think they own or hold more than 60% of basically Barra staked into IBGT. And then next,
you got Dolomite and Kodiak. Basically, Kodiak is the place to create all
these pools, right? And then you can go and stake the liquid staking tokens and the receipts inside
Infrared. Anyway, those TGEs are coming soon, right? I think these are the last campaigns to
wrap those up. Infrared is slated to go live this quarter. And I think Kodiak
is too. So that's more or less the bear side of things. I got everything pinned up top if you are
interested. And they implemented MoonPay as of this morning. So really kind of changing, doubling down
the foundation, put on a steady teddy, right? Kind of just understanding
that they need to tap into culture as well. And that, I mean, DeFi is for the nerds, right? It's
not really fun. It's not sexy. You're showcasing yields, but if you showcase a yield, you dilute
yourself. So a lot of these guys are nomads and hermits, and that's the way to make the most
money. So to kind of blend culture with a chain that way is going to be a
little bit harder, right? I think even Katana and their team has said NFTs will exist on Katana,
but they are a industrial DeFi chain, right? There's plenty of other chains to go, let's just
say, play JPEGs on and, you know, enjoy that. But there's no real need or purpose to come to Katana for that.
Right.
Like there's no marketplace for you there or anything like that.
Granted, you can build and do whatever you want.
But at the end of the day, like there's specific chains for specific things.
And so I think that that's also something that Barrow is slowly understanding.
Right.
Most of these NFTs on their chain have been defy avenues
or vehicles right for either some type of defy mechanic some liquid staking and that's where you
can use proof of liquidity and kind of tap into that right but yeah i think that my more or less
it's identifying what your strengths are right identifying what they're not identifying what
your core demographic is and how to really tap into that. So just cool to see it.
And off the lows, I think the lowest bottom was 1.5.
And Barra is now sitting at 2.25 and hit 2.50 yesterday.
So slowly starting to recover with this news.
Yeah, I mean, obviously with these more DeFi-centric chains like Katana or Barra, I mean, they try to attract the DGens and it just doesn't work.
There's two sides of a barbell.
You have the liquidity infrastructure side, which a lot of these hyperliquid is.
You have Katana, you have Barra, which is like, cool, it's DeFi, you make yields.
But you also have the other side, which is attention and degenerate activities and so if you want a healthy chain that's going to
break into the top 20 coins you're going to have both have to have both sides of the barbell
and i just see like you start tapping into this defy side of things right since you have these
mechanics use them like okay cool you're going to do jpegs but what is special about your chain that, why are you doing JPEGs? Like Katana said, there's a lot of better chains to
do it. Oh, well, I'm going to use your DeFi capabilities for my JPEGs. Okay, cool. That
makes it different than JPEGs from other chain kind of thing, right? But if we're not using POL,
if we're not feeding, if we're not doing some type of implementation in that way,
I mean, there's other chains that are cheaper better
faster have more foot traffic right that'll really hit home if all you want is community and jpeg
yeah i just if you were trying to build the culture of people to actually talk about your
product in these spaces and on twitter i mean these whales aren't you know they're not going
to sit here and you know pump their bags in a space or something like that.
So I think that's kind of the benefit of creating the culture side is you have bag workers and free marketing for you.
And so when you are trying to explain, you have these people that can do it for you instead of you having to do posts on your main page and try to basically simplify this and create videos.
So I think that's kind of the give and take when you're doing when you are building this stuff is like the when you do create the culture side you have a free
marketing fucking flywheel that goes out and does it for you and brings people into your chain when
you don't then you basically have to sit on your main page and just attract whales which aren't
going to bag you know bag pump their own page and bag their own bag yeah they're not even gonna
they're not gonna bag work they're just gonna be whales and enjoy the
Doesn't benefit in the back is the less people on the fucking chain probably the better ap why they fucking get Well, that's yeah, that's why I said that was the biggest problem, right?
Is I mean you have a chain that the more you share the more you dilute yourself
You're already making money. So you technically don't need people here because the yields there
So it's like you you solved so many problems but
you created a whole new set of new ones that you didn't even know existed you know um but yeah
pinned up top i mean moon pay put the teddy on so we'll see how that works well i think we were
more yeah i was just gonna like there's some pretty big news but just uh we just talked about
this early in the show of just the staking native, just the Solana, but Ethereum also going to get staking.
So you're going to have a Solana and Ethereum both get staking and BlackRock applies to
add staking to its iShares Ethereum trust.
So that's going to be very, very, very huge and also going to give way for Solana staking,
which we just talked about earlier in the show.
So like I said, once this crypto bill goes through, the next eye, the next narrative
people are going to talk about is this staking on these ETFs, which is going to gobble up
tons and tons of the coins that are eligible for this.
And I think the one thing that I'm kind of not as bullish on the Solana one is that BlackRock's
not involved with these ETFs, these staking ETFs.
It's like these other smaller ones.
But this is why you've seen BlackRock and all these guys basically buying more Ethereum than they have in the past two months in Bitcoin.
It's because they're basically anticipating this bill to be passed and then start staking this Ethereum inside their ETFs,
which is going to basically provide some kind of yield to their holders,
which is going to be pretty big for the space.
So you pinned up some more stuff, Chief.
Is this more stuff you want to talk about?
This is quick.
This is just if anyone has an on-chain hero asset,
check your wallet, see if you're eligible.
A new mint coming out of that ecosystem,
priced at $20, $133, supply, supply right so very low mint supply definitely gonna be a cook
i mean if i don't know if any of y'all noticed but the supply is in lead speak right that just
says leap yeah i don't know some nerd for y'all anyway uh yeah that'll do well. See if you're eligible. Link's pinned up to the top.
And then a couple things.
First and foremost, I guess someone heard me, right?
This is when we know the bull market series, when I told y'all rocks are fucking selling.
And a rock sold, or a loan was made on a rock.
If you don't know what a rock is, please go get informed or educated.
It is the legendary item in the NFT space, the Ether rock.
Well, a new loan yesterday occurred for $150K.
If you guys are confused, it is literally just a picture of a rock, nothing else.
But this is typically the start of the bull market when we see rocks starting to sell or get loans on them or Nakamoto cards, right?
When we start seeing buys on Nakamoto cards or super old or legendary rare pepes,
it's typically risk on.
So I saw this and I'm like, damn, bro.
I mean, if we needed a sign, it's one of those that it always happens.
And I just thought it was hilarious that sure enough, yesterday we had the first one go.
So if we start seeing a couple more, you're going to see full risk on.
Oh, it's here, baby.
I'm starting to get PTSD in general of like, oh, should I wait?
Like I'm getting cocky.
I'm not trying to.
I'm not smart.
And I'm making lots of fucking money, fucking leverage trading.
And I was like, I got not trying to, I'm not smart. And I'm making lots of fucking money, fucking leverage trading. Like, and I was like, I got to pull off, bro.
And then like, I sit here like, oh, should I just close this long?
Should I get into this?
And then fucking, I don't get in it.
It fucking pops off like 20%, bro.
And I was like, dude, when I make big trades, I like to take like a few days to like,
look for the next one. And it's just like money printing season.
And I still have PTSD of getting wrecked and being too aggressive during the bear market.
And I'm still trying to shake off the PSTT.
Like I put a 10X long on bonk at like 27 cents
or whatever it was at 27, whatever it was, 2.27 billion.
Went all the way up to like 38 in a day
with a 10X leverage.
That was like a thousand dollars profit.
And then I close this and I see fart point at like $1.27. And I'm like, bro leverage that was like a you know thousand dollars profit and then i close this i see fart coin at like a dollar 27 and i'm like bro this looks like a buy and then it's up to a
dollar 50 bro and i was just like my ptsd is telling me okay you made a lot of money you need
to cool off if i would just fomoed into the fucking fart coin chart last night i would have
been up another 20 so i was just like this is definitely like risk on. There is a lot of leverage in the system.
So you are going to get red days, but like the next big red day, which is probably going
to come relatively soon.
Maybe the stable coin bill being by the rumor, sell the news.
I'm full bidding.
Like we are getting, we're going to get bounces.
We are risk on.
Anybody saying that we're going lower, like we're not.
Well, it's the the buy high
And buy just sell higher and sell higher, you know, i'm saying it's like damn
I think this is high and you're like, yeah, it is but it's okay
Yo, you know how many times I looked at that dumb ass annie chart
Bro, I looked when it was at 16 and i'm like, yo, I fucked up and then at 25 and i'm like, yo
I fucked up and then at 50 and then now today at 64 and I'm like, yo
I should have just it's just top blast season, bro
And if it's if you made a mistake at least you're there and you're able to cut losses and keep moving, right?
It's not be passive season
It is be active season. So he had months to be passive
I stopped the for you last night.
I was like, yo, this is going up higher.
I was like, I'm going to put like 0.2 sold this at, you know, 69 million.
And I bought the top for you so it could go down lower so you don't feel as bad.
So I was like, I'm going to put like, I'm sick of staring at this fucking chart.
I'm going to get some exposure.
I'm not going to get a lot because I know I'm buying the top.
So I put 0.2 in it.
And then did you see they sent sleaze?
Bro, they fucking sent sleaze bro they
fucking sent sleaze they murdered sleaze all the way down to fucking double digit market cap and
then sent that bitch to half a mil again ah bro and that was the greatest meme of all time and
motherfuckers just hated it well anyway we kind of brought up just the whole the whole anything
with like the last guy the i guess his name's valentine
valentine yeah and now he's like there's like three of them that are out there dude like it's
kind of hard but the the top one's at 14 million so you look at annie at 56 million you look at
valentine at 14 that you could see where the market cap came from so this is now a spread
out between three different agents and that's why i was telling you yesterday is like probably wait until we find the name of this new one uh to get
into annie and uh basically elon's up at three o'clock in the morning announcing all this shit
i guess he's on his altcoin fucking buying pump funds or some shit dude but jesus christ it's
fucking nuts um so pinned up to the top you got open c coming saying, where are we dropping, boys?
So just a little reference.
Into my wallet.
Potentially a little airdrop.
You got OpenSea on the bottom down there.
You got an ape, what looks like the MetaMask kind of hoodie,
a pudgy penguin and a doodle, all about to jump out of the plane as a squad so maybe those for sure are
gonna get some type of airdrop or allocation or something like that right or a multiplier
but definitely think that the open sea thing is heating up for those of you guys that don't know
it maybe takes five to shit maybe 10 minutes a day to open up the openc page and do the the little tasks right some of
them are buy a token here buy this buy that also you can go and make money off of the fact that
there is a new challenge for whatever right when you go to do your challenge if you see hey the
cheapest token is this you can probably spot buy that token
and you'll be up five to ten percent by the end of the day of so many people doing the challenge
right we see that with why collections are trending when they have a challenge for you to
buy certain thing right that's the number one collection well why well those are the cheapest
one and everyone just used that as the whatever it is and you can sell through that right or use
that volume so they did that with the dx terminal agents. And you can sell through that, right? Or use that volume.
So they did that with the DX terminal agents.
They've done that with a bunch of just different things.
So just also look for different ways to capitalize on people, you know, farming the open seed drop.
But while you do it as well.
Yeah.
I mean, the one thing that is once you buy it, you get the reward and you can sell it instantly back onto the floor.
So it's not like people are holding these things.
But I mean, people are using base for the cheapest gas to get these five to $10 awards.
And the DX terminal, when it's always like buy a $5 or $10 NFT on any chain, it's always the DX terminal that always gets the most volume.
Yesterday was a Polygon one.
But I think there's kind of running out of things to do.
And I do think it's kind of running out of things to do and i do think it's
kind of coming closer closer uh these tgs but i also think like yesterday you brought up wasn't
meteora was adding nft trading wasn't like drift trade or whatever jupe jupe so that makes me
jupiter jupiter acquired drip house but they're going down the route of going to nfts so that
makes me that's kind of light leads into my thesis is that I think OpenSea is going to add perpetual trading
onto OpenSea where none of these marketplaces
can be NFT centric anymore.
They have to offer token trading also.
Like you see Magic Eden losing tons of mindshare
because all they offer is NFTs.
I think the next phase of this is OpenSea
is going to be a retail-friendly mobile.
They're going to have a mobile trading wallet just like Phantom
where you could trade perpetuals,
but you're also going to be able to leverage trade on OpenSea.
They already have their DEX.
That's already there where you can chain swap,
so they're already pushing that.
So I think that OpenSea's next stage is obviously Solana, NFTs, ordinals,
but also adding a clob or maybe they build on top of Hyperliquid
where you could trade coins on OpenSea,
and that's pretty retail friendly.
And then maybe they might let you trade NFTs long and short,
like take leverage out for NFT trading,
which maybe I could take a long out
if Pudgy Penguin's floor would go up,
or I could short if it goes down.
I think that would be something interesting. I know you couldn't do it on all collections, but I do think
OpenSea now with acquiring the Rally wallet and now them being super into tokens. And now you see,
you know, the Solana one adding entities. I think these terminals are all going to have every token
on it and lever trading on it in the future. So I think that you're going to see OpenSea have
lever trading here relatively soon. And their wallet with phantom adding it i could see them implementing inside their wallet
just like phantom did so all the technology is there man so i don't know if they have to wait to
to push all this out until they do their airdrop or is this something that they launch the airdrop
and then they announce this stuff as they go and then you know they get the jeters out and then
they they launch the mobile app with trading
in it.
And then they have buybacks and then that pumps the token.
So I don't know what's the best way to actually do this.
Wait for everything to be developed and then launch it or launch the token, get the Jeter's
out and then do the big developments and then kind of announce like revenue sharing and
buybacks similar to like you've seen these other protocols.
So that's a little my thought on OpenSea.
I mean, I think the bull market doesn't start until OpenSea or a drop, in my opinion.
And I think it is coming within the next two months, in my opinion.
Go ahead, Chief.
Yeah, just to finish it up, a little bit of art, right?
We have Emlo, who's a part of the TDA community, being featured for his first Tezos piece.
He's going to be on the front page of Object.
So go check that out if you'd like to collect the piece and then when i got back from vegas i put you guys on to a little bit of ordinal
alpha for a new platform slash marketplace launchpad i know no one really knows what it is
but it was that signals.art well they have now opened up uh to the public. So once again, go over there, connect your wallets, connect all your ordinal wallets, claim your shards, and then just be on the lookout, right?
This is probably the next kind of probably closest airdrop that I can think of for the ordinal side of things.
At first, I wasn't as bullish, right, as in terms of um just money like where the money is
going to be coming for this platform whether they're going to do something worth farming but
they just secured or the team that they're working with just secured investment from
like a bitcoin investment firm or bitcoin bc so a little bit more bullish on that right especially with the fact that it's under farmed so
go check out signals.art it is very very simple go a couple clicks connect your ordinals wallet
the ones with the most activity ultimately give you the bigger output so yeah that's it man
i think just the last two things i had was since Phantom integrated Hyperliquid, Hyperliquid has done 3 million every day since the Phantom Perps launch.
So definitely, definitely a good move on Phantom.
I was kind of curious since it was like a Solana wallet, why they didn't integrate like Drift or these other Solana native perpetual trading.
But just the liquidity and that you
could build on top of Hyperliquid like this is bringing a lot more fees into Hyperliquid,
but also fee generating for Phantoms. So that's huge, dude. So simple to mobile trade now,
using your Phantom wall and going long and short. So that's big for Phantom for a fee generation,
but also big for Hyperliquid to get that retail into the space and what did you think of just uh the base kind of thing yesterday them kind of the coinbase wallet
rebranding the base and then kind of them creating their own uh social ai everything app or whatever
yeah it's like a app combined social ai tools monetization enabling users to earn from content
trade play games, and more.
It looks like a few apps.
They're actually having an app store.
There are tons of mini apps on the base app.
Here's 15 to get started.
You have Noise.so, Demo's on there, Paragraph, TBPN, Farville Garden, Morpho Labs, Tidal, Fantasy Tops on there, Remix GG, which was Farkade, Pods.media, Kairos Officials.
I don't know some of these.
Virtuals is on there.
Cooper Music, which is Music NFTs, and DCP Foundations.
So they already got a little app store building.
I still think they don't have culture, bro.
And you want just people to come on your social fly platform,
but the people don't give a fuck about your chain. You want people like us to basically
ditch Twitter or X or Tik TOK and start posting our content on it. And that's been their main
issue the whole time. They don't have the left side of the DJ barbell. And so you're creating
all this stuff, but no one wants to fucking play your stuff. And it's just like you play a game,
but no one wants to play your fucking game on base.
Like how many games have launched on base that completely failed?
They just keep trying to do new stuff,
but they just don't understand that they have failed to create culture.
And none of the degenerates are going to move over there and give them volume
or create fees for them.
And maybe I'm mid curving this,
but if base was ever going to do an airdrop it's probably
going to be users of this fucking app dude so i was like as much as i hate fucking i don't think
this does well i think just playing on this app and putting some transactions on there if base
ever does an airdrop they're probably going to reward the people that played on this stupid
fucking app dude so wouldn't hurt to go play around with it do some transactions and post
some content on there if they have based it an airdrop it's probably going to be given to these fucking people that
played on this stupid app so i'm going to bring that to your attention that's all i got today
man so appreciate you guys stopping by the daily alpha tuesday through saturday 11 to 12 i'll leave
here for chief to end it i'll see you guys in the foundry peace Peace out. Appreciate everybody that came to the TDA.
Appreciate everybody that stuck through the whole show that likes retweets
supports us.
How you guys do.
We announced the winners for the Astroverse whitelist on the post from
yesterday or the day before.
So go check if you won.
It was,
I think five or six of you guys.
Right.
And it came from those who interacted on the show.
So specifically for the TDA.
As Zach said, we do this Tuesday through Saturday, 11 till about 12, 1230, just depending on the conversation at hand and who we have on stage.
After the show's over, there will be a thread that goes out, covers everything that we pinned up to the top.
Use it as a resource when you're doing your own research.
It's TDA or Stay Poor.
We'll catch you guys in the foundry.
Y'all be safe and have a good one.
See you tomorrow. Thank you.
