THE DAILY ALPHA🍿

Recorded: Feb. 7, 2024 Duration: 2:25:33

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all right
all right
you hear it in the background it's fun
it's real fun
I just got out of the hug
I had to start the show a little later
because I was on the highway
that's a lot I was gonna get
so I'm almost at my stop
my first stop and then once I'm in the neighborhood
you don't have to worry about all these potholes
that the city
doesn't fill
St. Louis actually we just filed
we just won a lawsuit
against the Los Angeles Rams
and Stan Kronke for
basically
doing the right thing on leaving St. Louis
basically they gave us no reason
and they just left based on their own
their own likelihood
and how they wanted to make money
and St. Louis won over
I think it's a half a billion dollars
I think it was like five hundred million dollars
we won in the lawsuit
and they have a
like a little survey
on the St. Louis website
asked the civilians
of St. Louis how they wanted to fill the money
I went on there the other day
and there was another option
I went in there and said fill the fucking potholes
that's what I once
done with the money is to fill the potholes
in St. Louis because my truck
takes a beating every god damn day
welcome to the TDA
we run the space Tuesday through Saturday
9 45 well 9 50
so about 12 12 30
appreciate everybody coming by
sorry about the delay but hey
life throws a wrench
you just gotta adapt
and move forward like this morning
from the second I woke up till right now
it's just been
one thing after a fucking other so
hopefully we can get through this two hour space
without me being too stressed out
it is Wednesday it's one of my heavier days
so I'm definitely going to need Chief to
do a little bit better managing the space
I can't fucking run these hands and do my job
basically I get
done with the space and I have like
50 stops that I've
completed because Chief can't
see the hands anymore because he's on desktop and in drug
and so I definitely need to
speed up the speed
on delivering and kind of do more of that
today than actually talking so hopefully we
can get this whole space thing situated
but let's get to the sponsor
let's get that out of the way
good morning
yeah on that note too
trying to be a degenerative farm
what's it called
I ordered two phones yesterday
so I'm gonna have extra iPhones
just fucking like laying around the house
just to farm that I figured I could just throw
these fucking phones in my backpack
you know and then just move around that way
yeah we'll have that solved
pretty soon to where I can at least host
from an actual phone
and then be on and participate
from a phone as well
so pinned up to the top guys
is this week's tweet
so the TDA this month
is sponsored by I'm So
is ran by Chris
who's working on developing
a cross chain
ecosystem and infrastructure
powered by his
Solana token called Evolve
you can find that on the BirdEye
Chris has a game up top for you guys to participate
with and play in
you can earn Bonk
as well as other crypto
while you're doing it
he also is one of the few
partnered with Magic Eden
in this whole beta
wallet alpha style launch
that they have going on
you can connect with Xverse, Magic Eden
back pack and play the game
earn some Bonk or some Evolve
so I appreciate Chris for sponsoring
the TDA man, it means a lot
yeah thank you
thank you Chris, I appreciate you
and Chris will be sponsoring
the TDA for the whole month of February
so we always appreciate that
and like I said I've been really
looking forward to learning more about his ecosystem
but definitely Bitcoin Valley
the fact that they're building
a universe on top of Bitmaps
and Bitmaps continues to fly
and people are building on top of
Bitmaps and different theories
so it's definitely going to be interesting to
explore that and learn more about that
when that does kind of come
because I think on that end too
at least to me
I understand the importance
of Bonk but then I don't understand the
importance of Bonk
stuff like that, like the Solana
kind of KPIs that
Chris has hit are
big and mean something but
they mean more to people who've at least
participated or seen the birth
and growth of Solana, so for me as someone
who's barely now starting
to click that tab or check it out
right, it's
I'm more interested in the Bitcoin side
but it's clear that like Bonk
wasn't here out of nowhere, they've been cooking
for a while, you know what I'm saying, to me it was just another
shitcoin bro, for the longest time
like I literally thought there were just some
randoms who made a shitcoin
and hey, it came back, kind of
like Bitcoin, ticker Bitcoin
or something like that, you know, or Pepe
but apparently Bonk isn't
like that, you know, and it's like so
it's just cool to see that
that kind of stuff has relevance and I get to learn about
Solana while also
you know what I'm saying, getting exposure
to the other things
100%, yeah, and
I don't think, like, how
from my understanding, Chris
is integration with Bonk and
with the DAO and not actually
I don't know if the DAO is associated with the actual
Bonk token
I think it was like a community effort
and they have like, I think that's
what that is, I could, we'll ask Chris when he
gets here but I don't know if the DAO
is actually associated with the Bonk
token itself, but
yeah, we'll see, I'll ask him that question
when he comes here later today. We got
Trill here, he's our collab manager
I want to throw it to him
got anything minting today for
the team, just kind of want to throw it to
you, what's up man?
yeah, we do have something minting today
which is Ordinal Eggs, that'll be
at, what is that,
3 hours from now, at 1pm Central
Time, 1900 UTC
time, yeah, we got some
on the TDA on there and I know
I think all 3 of us got
honoraries along with other people in the community as well
so, yeah, I think that one will be
pretty good, it's $7
it is slightly over allocated
in terms of whitelist, but I think we'll be
alright, so yeah
can't go wrong with a $7 mint
that could possibly 10x right
that's kind of the one that we're highlighting today
I did want to go back, that's crazy about St. Louis
because the same shit happened to us
in Houston, and I think Baltimore
as well, teams just
up and left overnight
so GG's for y'all getting our money back
it's crazy when teams leave, and
they basically leave the city
without money
they have a contract that the city has to
obtain by certain things
and they keep revamping
the city, or revamping the stadium
and basically, Stan Kronke
got a bunch of his
owners in the NFL to basically
vote that they can move
without even fulfilling
the needs of the contract
so, since
I think they moved in 2014, but in the past
10 years, we've been in court with the
NFL, and we finally won the lawsuit
last year, and the city
over $500 million
in damages, and now the city
has this big ass treasury of money
they're asking, hey, what should we do
we've already built an aquarium
with some of the money, and
I'm saying infrastructure, bro
infrastructure here is like
degrading, and I think that's around
America, where our highways,
our roads, our schools, our
source systems, are complete shit
so that's what I voted for
hey, let's invest
this into the infrastructure of St. Louis
so people can travel
safe where we don't have to have all these
holes in the city
digging up these pipes and replacing pipes
every day, so that's kind of what I
voted for when I voted for it, but
yeah, man, if anybody won like
Itch football this weekend, we got the Super Bowl
any of you fuckers want to smoke
and want to bet against me and the Chiefs
hit me up in the DMs, that we can put a bet
I smoked Silverhand last
year, he gave me a root troop because
I won, so any of you
think the 49ers are going to win, and
you don't like the Chiefs because
they're like the New York Yankees of
the fucking NFL, come
hit me up, bro, I got bets lined
up for all you fools, you're going to
lose just like you did last year, so
yeah, Chiefs gone again, so this is going to be an issue
throughout the day, so
GG's to him, I basically
just told him to put his account
here, mute it, and just talk on the TDA
account, that's what I told him
probably was nice, but
yeah, Ordinal Eggs is today
bro, I was muted minding my own
business and still got booted
you know, it's just fucking the PC
dude, yeah
so I guess this is what we're doing today
yeah, is there
muted and booted
but yeah, Ordinal Eggs is today
$7, all you Ordinal
OG's will love the fact that it's almost
basically free, anybody hates
anything that's paid on Bitcoin based off
it's like ethos of BRC 20s
and fair launches, so $7
is basically free, these are
dynamic, I think they switch
from daytime to nighttime
they even have a website lined up where you can
customize your Ordinal
Egg, not like the official
Ordinal, just kind of a website where you can
plug in your ID and kind of put different clothes
and settings on it, they've made honoraries
for some of a lot
of people in the Ordinal space, so I think it'll do pretty
well based off it's mint price and
it's kind of very unique
dynamically and stuff like that, and then it's kind of
cute pixel art, so I think it'll do well
today is Whitelist tomorrow's
public, I think you can mint it
I think it's on Ordinar?
it's probably not making it to public bro
it's a little bit over allocated on the
Whitelist portion, and I mean
kind of hit it right on, it's $7
you guys go buy, I mean
you can't even go buy a combo
at Jack in the Box for $7
you know, but you can potentially
flip this $7
and then go buy a fucking combo
so you know what I'm saying, like
yo, just grab the
money and the couch, and then
eventually by the end of the night, you'll be able
to eat well, you know, so
that low entry price is really enticing
to a lot of people
100%, what up Gambler, how you doing this morning?
What's up X, what's up Chief
Trill, everybody in here at TDA or stay
poor, I was
just wondering on the Ordinal Eggs
total, or is it like
inscribed fees, or anything else on top?
I'm gonna have to imagine you have to
pay for your inscription fees and stuff
too, I think it's just a mid price
yeah, if you check that
X pinned up top, it's
$7 and then it says inscribed on
so I'm assuming you'll pay for the fees as well
so that's usually like 30,
I mean 40, 40ish
dollars, right, yeah
and then also going back, you can
mint up the tube, so if you are on my list
it's not like you just get one, so again
um, maybe
I don't think this is gonna hit public, but I think
Whiteness is gonna come out pretty well
I don't think it's gonna
be $50, I don't think
$50 at all, no, Orzar
optimizes in a sense to where you're not gonna get it
uh, front run or anything
like that, and so
I mean all of the Orzar mints were cheap,
Ord Rocks were like $6
um, everything that comes from that incubator
and that platform is relatively
like, super cheap
um, and in a sense
you're only paying, you know, the fees
and I think that they take either
makers fee or some shit like that, so
I don't think you're looking at $50 a mint
maybe $15 to $20
maybe, I mean I could be wrong, maybe a little
$25 or something depending on how crazy this
goes, but not, not $50
cause I don't even think puppets were $50, dude
puppets were like,
were like $40, $50
yeah, I paid like, I did get
to mint one, and I paid like $40
$50, but that was like super
hyped, right?
yeah, I mean
it was super bodied
um, and I guess that drove the hype
yeah, like if I would've, if the hindsight's
$20, and I knew that all these ETH
motherfuckers finally made the Bitcoin
puppets their first collection, man, I would've
fucking ached a lot harder
where everybody that was
questioning if Ordinals
was a thing that fucking
dove in and bought an Ordinal for the
very first time, and it's pretty much been up only
since they got in
like, R6 and Bitcoin puppets
have been up only
since they launched, it's pretty
fucking crazy, like, there's the pretty, I mean
there's days where it consolidates, but
like, like node mumps for instance, consolidates
probably around .17 to .19
for like two months, but like Bitcoin
puppets and R6, every day they go up like
.01, or .001
like, it's just crazy to see the amount
of volume, and like, how many people
have actually had Bitcoin puppets
I need to, I need to
lend on liquidity, man, I need to gain up some
points or something, I need to do something with my Ordinals
we can get into this later
but, uh, we're already obviously
seeing that rotation that
we were expecting from that quantum
cat liquid moving to R6
and puppets, I'm really grateful to
move back into my puppet position yesterday
and they're moving
they're moving, man, I would
have gotten R6, if I would have had
liquid, but I didn't have it, so
all that fun on quantum cats, and they still
came out at .3
those motherfuckers
cook, like, I'm definitely
surprised the hell out of me
I mean, if you think about it, Chief, like,
Udi has VC funding
he probably has Market Makers
I mean, no, I understand
that much as well, too
I just, yeah, I didn't think it was
gonna be like that, to where, I mean, there's no
there's incentivized
they're incentivized
to keep the floor up, or you'd pump the floor
cause it's like the secondary collection, I think
I mean, I don't want to say all that, I'm just saying
it's just us, it's the west
it's not Asia, really, at all
like, this isn't on, you know what I'm saying, it's not trade on
okay, extra like that, like, that's the kind
of stuff that, to me, it's like, ugh
this isn't like
an anomaly, but it makes sense
of why it is, who it is, you know
it was kind of like
mid-curving it, playing it a little too
safe, you know?
Yup, yeah, I mean
I just feel like they have to
like, if this goes to like
point one, I just
feel like that's a loss, and I feel like
they are incentivized to keep this propped up
because they have their next collection
going. Oh, 100%, I just
think that a lot of people are gonna suffer, I mean
I really still think we're going to Goblin Town
pretty soon, bro, and it's gonna be
Ordinals are dead, and kinda liquid's gonna dry
up in a sense of, a lot of it was sidelined
a lot of it was moved around, a lot of it's
locked up into farming protocols now
I mean, rug is nice, very
smart to drop on the same week as rug, people
that lost money were like, hey
I'm gonna at least get some money on rug
it'll suck if rug is like pennies
if rug is pennies, then we're fucked
there's a lot of liquidity events on other chains
so, like, it doesn't mean that's
you know, like I got a Dimension Air drop, doesn't
mean people, you know, cash out and put it in Bitcoin
or we have Jupiter, and then we have rug, then
we have Runestone, we have R6
we just have so much liquidity
floating around in this ecosystem
and I just don't see, like, the
the Shekel Theory, uh, drying up
like, I don't see that at all
and, uh, I just continue to see that's
going up, um, I'm gonna throw out this
salamander before I get into some more news
we rarely have her on stage, just want to say
hello, good morning, how you doing, Sal?
GM Squad, um,
so happy to be here, I feel like I haven't
tapped into the daily alpha in the morning
I've been, I don't get up early
this is actually kind of early for me
um, I need two phones
so, like, I, my friend went to a
IRL, IRL, IRL event
not too long ago
uh, and with their normie friends, and they're like
yo, why the, why the fuck, why I got two
phones here, I thought that was only like a drug
dealer thing, but, um, you know
the Dejan, the Dejan lifestyle of two
phones, I just, I gotta hop in that bandwagon
soon, so, yeah
so that's about it for me, enjoying the
conversation, what's up gambler
what's up Bruto?
I got two phones too, but I just
keep it at home
but yeah, I'll probably have to carry that
around at the IRL events too
and there's a, there's a nice little
research done by 10x Research
and this has to do with the Chinese
New Year, and this is why I possibly
think that this theory
of Bitcoin's drying up, and
we don't have enough liquidity here anymore
we're actually about to hit the Chinese New Year
I think it starts today, or the
10th or the 12th, so I think we're in two days
but, um, this is kind of what
they said, return, returns around
Chinese New Year, read the full report and
sign up for reports at 10xresearch.com
we are three days from the
start of the Chinese New Year, and historically
when Bitcoin was bought
three days before, and sold
10 days after the Chinese New Year
the average return has been
plus 11% for the two week
holding period. Bitcoin was
higher in nine out of the
last nine years, we showed
this last year, and it worked out perfectly
24 hours to send this out
so, the fact that we're hitting
the Chinese New Year, they've done this
report nine consecutive years
and if you would have bought Bitcoin three
days before the Chinese New Year, and sold it
10 days after it was over
you would be up an average of 11%
out of those nine years, so
these people, like if you
haven't realized, like the Chinese love
ordinals and BRC20s, and that's
kind of been my narrative, is that
I feel like they found a hobby
during their work week, and they kind of play
with it on their days off, but now they
have a whole month, I feel like the
ordinals ecosystem, and Bitcoin in general
is going to go through like, everybody's
asking what's going to be the Chinese narrative, is this
and I think possibly we see a surge
in prices, and B-Bites
and a lot of this other stuff based off
this Chinese New Year, and maybe we'll see
more BRC20s and more
on-chain transactions based off
this whole population being off for
a month, and just loving the ordinals
ecosystem in general. I was about to
say something like that, literally kicked us off
this morning, I dropped it inside
the Discord and inside the chat,
I don't know if anyone caught it, but
Wobi Global, so
Wobi Global dropped their
BRC420 mint earlier
today, with a
super low kind of
royalty fee of, I think, 18 cents
I think for me
and a couple others, you're
getting a total of around roughly
anywhere from 7 to about
$12 per mint, I'm
going to pin up all the information up top, one of them
is an actual
tweet confirming
that this is from the official Wobi
Global account, and this
is an initiative to expand
their ecosystem from the
Global doubt.
So, it's a 100k
mint, it's a BRC420
we want to talk about Chinese
people loving the coins
on that aspect, so
everything's there up top, if you guys wish
to participate, it is
getting a little crowded in terms of it's kind of
closing up, I'm
posting up a second article which just shows
he rugged again, didn't he?
Everytime
He's probably
literally disconnected my Bluetooth, because I'm
like, oh man, not again, not again
It's happened, ever since Saturday
it's been this, and I'm sure he's still
talking, and thinks that he's
informing us, and we're just talking over him, he doesn't even know
I don't know what happened
with desktop spaces over the past
week, but it is fucked, I'm
guessing that we're probably going to get the livestream
video coming, like this week
or something, because this is the
only thing I can kind of think of is that
they're building some shit in the background that's
kind of fucking up with the desktop spaces
Yeah, he just, he just muted
He just got done talking
So, that's great
Yo, did I vanish?
Yes, he did
Yeah, when you're talking
No, no way
The work that I heard
is Access Bookmarked
Alright, so anyway, I pinned up top, at least
the pins are coming, right, so the two things
up top will be globals first
BRC 420, it's confirmed by the
actual will be global account
No real information
on what it is besides an expansion
of their ecosystem
and infrastructure
They're excited to try out BRC 420
So, it is
at 87%, so
unless you're going to run
max V-rate or something
like that or feeling lucky today, I
wouldn't really test the waters too
much, but if you are wanting to participate
or maybe you want to scoot some off the floor
they're sitting at roughly maybe a dollar
over mint price
Mint price was with fees
and all that BS
you were looking at about 7 to
maybe 12 bucks per
So, just keep that in mind
if you're looking and shopping on secondary
and if you're not going to risk inscribing
So, what are our thoughts on rug tomorrow
Saturn posted about an hour ago
Who's prepared for rug tomorrow? Is this
is this like, is this going to be
like Bonk? Not saying like
Bonk now, but Bonk in the beginning
where everybody just kind of
thought it was a fad, we instantly sold
and then the more that it played out
we saw that Bonk was part of this
ecosystem and they had crazy developers
and they're going to
put this seed all around
the Solana ecosystem, I mean, we do
know that there are some Bonk
Bonk, people that worked
on Bonk working on rug
When we get this airdrop tomorrow
is this going to be like
What do you guys think?
I was kind of confused
I'm not even going to lie to you, bro
At first it started off
you know, you have to
well, it didn't start off
According to them, you have to submit
and you had to
fund your account with
100,000 satoshis
that was anywhere from roughly about 40
to about 55 dollars depending on
the day and fees, etc
Once you did that, you
quote, activated your account
right, you were supposed to
activate the account, you had
one of the partner
collections in, they partnered
with about 120 plus communities
in the ordinal space, so there's a
90% chance you got
an allocation, the way that they
were allocating on the partner communities
was based off of market cap and collection
size, so you can kind of keep that
in mind as, you know, barometer
moving forward
after that, right, the
kind of just the split
do anything with some of my wallets
and they somehow are
qualifying in his newest
checker, there's wallets
that I funded 100%
and then there's others that I mean, I have
and I use sparingly, ultimately
like zero sum wallets
that I've never used
didn't qualify, but wallets that have
you know, basic use
and are funded just
in general, right
not on his site, but are
funded, did qualify, so it's a little
sus, I mean, I'm not gonna say sus
I just have five wallets
that I only funded with 100,000
sats, three of them, so
and if you're listening, please don't clip
that, it's just an extra two wallets
you don't need those two wallets
just being honest, you know
yeah bro, I don't know
do you think it's, just say that
I'm just eligible
just for holding a node monkey
what do you think, under $100 or over $100
probably $100, isn't that right
from me listening to them and stuff
they've talked about like how they're really
excited for after the launch too
so I don't know what that means
well they have ring, right
so let's kind of also break that down
so the company Saturn
their own token is called
ring, the
first token that they're incubating
and facilitating an airdrop
for is called rug
and those are
the two separate ones, right
if you own ordinal
rugs, right
you get a ring allocation
rug allocation
the rug community from ordinal rugs
are the ones that are doing the
ultimate rug token
so it's them that it's coming for
it's not coming from necessarily
Saturn, the platform
Saturn the platform
is doing the ring airdrop
so that's something to keep in mind in terms
of like liquidity as well
and yeah they work together, yeah they
support partners etc but
it's just to know who the official airdrop
is coming from
is two separate entities using it
and then the newest token
after all of this shit
is going to be moon
moon is the basic third
token from that incubator
that's going to come out
let's hit some of the
hands, Miyagi and then we'll go to
Gambler, go ahead Miyagi
GMGM, I'm here early
before 12, I'm very excited, I have
Alpha 2, but yeah I wanted to
chime in on this rug conversation
do believe that the team
because they expanded the
criteria that qualifies
as well as we had the
ARSIC airdrop and then Leonidas is doing
his room's airdrop so I do believe
the team is kind of, does have
their finger on the pulse a little bit and is kind of
noticing that where the narrative
is going and how they're trying to be
a huge airdrop
the biggest problem I have with this is just
it, the Saturn
interface in the UI and the
experience and how
when you deposit your money, your money gets split into
Satoshi's and everything, I mean sorry
your money gets split into different
UTXOs and it's like kind of
a little bit confusing and there's like pro mode
and light mode and it's like
it's not really clear, so I do
think that they, in terms of the airdrop
and how they're moving the needle
forward with the ordinal rugs team and how they
have their token, I do think they have their finger on the pulse
a little bit, obviously we have to see the execution
tomorrow, but I do
just want the
the bottom line to just
improve, but I do think it has its use
cases. Oh yeah
the actual dab blows cheeks
bro, I mean people would come on
spaces and talk about farming ring
and rug and oh that's so
great, I'm like dude why are you lying
like it's never going to get better
if we don't sit here and just tell them the
truth and I mean, I'm not going to say I'm the biggest
brain in the world, but I literally
sat there after I transferred money and
was just staring at shit, it would be
confused as what you're doing
you don't know, unless you're looking at the order
book, the order book is a lot better
but if you're looking at the initial
setup that they give you, that one's
dog shit, not good
so we'll see how that works out too
and then they also, not necessarily I'm going to say
it's a mistake, but they split
the sats that you're trading
into your
ordinals wallet and not
your taproot wallet, so if you do
anything else with that wallet
you could potentially spend
those quote unquote
special or unique sats that
you bought because they're not isolated
into the correct spot
so that's why a lot of people would get pop ups
when they would be on Xverse or something
hey, you're about to spend some pizza sats
or special name paladrones
or whatever the hell it is, it's because
you were farming on Saturn and
they don't split up addresses
yeah, just to finish my
to add on to that and to help Gamla talk
it was kind of reminding me of how
the ordswap team
and then the, there was one more
team that was like, it was
similar, it was like, they had
the right intentions, they were working towards something
but then they just couldn't execute it
and it just fell apart
and I don't know, this is why it's kind of sus
it's giving me those vibes, if they
figured that out, because I deposited
$120 to try it
and it split that into
three different UTXOs
so now in order for me to withdraw my $120
I have to spend three different
fees and it's just like a weird
it's just weird, but yeah, Gamla, go ahead
Yeah, real quick, I just wanted
to add that it wasn't just the ordinal
rugs, holders that benefited
from getting the rug
being included in the snapshot
for the rug token, it was also
a good number of prominent ordinal
collections, I know puppets were
included, I'm not sure if
R6 were a thing yet, at that point
a little Sappos were included if you were
holding a little Sappo
obviously it's important to note that
there's like a hundred plus
communities that were included
in the snapshot
Yeah, there was a bunch, so I wanted to call that out
and I also wanted to maybe
pose this question of
does this feel like it's gonna
be the value of
a chicken or something
because the timeline seems
pretty excited about it, but when that
happens generally it feels a little overcrowded
so any thoughts on that?
I mean it might be a little bit more, I mean the
DYM one was, 52 was the
baseline I think you got in
what was that, 200 bucks, I just
don't think it's gonna be any kind of the snapshot
bread that people were
saying, ultimately if you hold a lot of these
partner collections and
they did say it's stacks
right, you'll get bigger allocation based
on that and then you'll see some kind of crazy
numbers on that end, right, so
ultimately I'm not saying it's a nothing burger
for everyone, but if you were kind
of more or less on that base level of
depositing the hundred sats and just
what am I gonna get, you're
probably gonna get, you know what I'm saying,
not much, little burger money or something
like that, maybe some groceries or gas
or whatever it may be, no disrespect on that
it's still free bread, but
compared to
collections, right,
almost a hundred different
partner collections and allowing them to stack
as some sort of multiplier or
addition to,
automatically puts those people that have not
even one of those at a disadvantage
Yeah, I'm not against the McChicken
man, I'm not against the McChicken
and I did, I got my
referrals out, so I didn't
swap at all, but I did deposit, I was
holding a little Sapo, and I did
get like a few referrals out, so we'll see
hopefully we get a little bit of some
looking at these airdrops, I think they're
trying to
I guess these symbol attacks
and these bot attacks, and I see
we're already starting to see it, that NFT
projects are
going to be a way to get airdrops
in the future, you've kind of seen that with Frank
recently, and he's teaming up with Wormhole
they actually think it's genius
because what does everybody want
from their NFT project, they want free
money, and what do the projects do, they
launch their own token, which
drives speculative value, and then it dumps
or they'd launch a collection
and it dilutes the original collection, why
not team up with other protocols
and get allocation to that token
and then you reward that to your community
now, it's another person's
token, but it isn't associated with
your original token, and there is no like
I guess there will be speculative value
because like, oh I hold my d-guide, I get
associated with the project, so like
Frank and the team after a year can
wipe their hands and say, hey we came,
we championed our brand
and we got allocation for some free
money for our holders, and then you're kind of
starting to see it more, look at Rug
they're giving tokens to NFT projects
like these projects don't want to
give tokens to bots, they want
to give tokens to real people
and real communities, and then you're starting
to see, we heard Wob, you know, he's working
on some DeFi protocols to get free tokens
we saw the DYM
airdrop was given to
MadLabs and Touchy Penguin
holder and Bad Kids Club holders
so I think that we're starting
to get into a phase where
it's like, the tokens are going to
be allocated to NFTs
but also staking your
tokens and not selling them
either, so I actually think it's a pretty
good idea to actually involve these
NFT projects and kind of the token
airdrops. On that narrative
too, where you're talking about staking
and then just the giving of the money
right, you kind of create this
cycle where people, for
example, that started or have
a trajectory path similar to
you, hey I staked one
Tia, I received two grand
dimension, I staked that
as well to get more, and
so you are one
less person or a little bit
less pressure in selling
it's a little bit more
forward momentum
towards the mania that
goes on for people taking
screenshots, people showing it off
so it kind of plays
on both sides of this
because they win on selling pressure
you also add fuel to the fire
on other people wanting to participate
in locking cash up, and then it's
just a continual speculation
it's a literal bubble now until
it becomes to the point of popping
and then either a protocol pops
and forces a
bank run, and then every
protocol kind of just suffers that
hit, or in the sense that
the idea of one of these
that we've staked for a year, year and a half
just doesn't hit the way we think it will
and so I think that that's interesting
Zeneca had a post
about this yesterday, and I'll
read it to you, says, man, I joked
about 2024 being points meta
here, but it's legitimately
is going to be a staking for
airdrops, I've been saying this forever, it's the
perfect Ponzi, lock tokens up
compound rewards, number
keeps going up as the frizzy continues
then monsters crash, ICO
NFTs own history is
rhyming, so
this is probably not going to end well
but I mean ultimately why
do you hold your NFTs
like if you're a community member and you love the art
GG's, like that's awesome
power to you, but the majority
of us hold these NFTs
and lock up our liquidity and hold these
over an ETH NFTs
for possibility
of getting free money for holding
so why wouldn't you do
like there's obviously
and you wait for like a year, like I waited for
my youth for a year, speculating I get
something from these points I never got it, with
these airdrops and these coins that you stake
like I staked my
Celestia on December 19th
within a month I got two airdrops
so like the time period for holding
these things is a lot shorter
and I just feel like it's
like it's the new meta
I feel like last cycle
it was holding your NFT for rewards
and airdrops, now it's staking your coins
for rewards and airdrops and
it's accelerated because the
tokens have a short period of time to launch
because during a bull market so they
have to be fast into the market and they're not
like sitting around, sitting on their hands
like we were during the bear market
I just think that you're finally
founders have finally realized that
their biggest asset
is the three to four thousand
people, that distribution network
that channel that you have
the ability to leverage two and four
if you can grasp
that you don't have to sell
them a product that you
utilizing and moving in
XYZ way so to speak
as a collective is
the product, hey we can show up
for you, we got three thousand people
that are crypto native that know how to do XYZ
I don't know man, it's just
it's starting to finally shift into
the distribution route and people
realizing what they have
rather than sitting here and trying
to create what they don't have all the
yeah go to JIT, what up meta
yo what's
good guys, yo dude the alpha
that you guys spill here on
daily is insane and
I gotta stop fading you guys
so my bad but like
the last few days you guys have dropped a lot
about alpha on Bitcoin
my question to you is
about this rug air drop, do we need
to do anything or do we just
show, is it going to appear in our standard wallet?
they have a wallet checker
that you can plug your wallet address there and
see if you're eligible so maybe
Miyagi or Gambler
if you could find that link and pin it up top
so meta, you can just plug in your ordinal address
and see if you're eligible and you just kind of
you can kind of get straight to the point, do I care if I don't
care, if you're eligible you're probably going to care tomorrow
if you're not you're probably just going to find something else to do so
let's try to get that air drop checker
so you can see if you're
someone actually gets this token
you have a little sample
what NFTs do you have
ordinal wise in your wallet?
I'm actually on that site
I'm good for that
I checked out last week, I just don't
know if we have to go to a claiming site
or how it's going to work
I know is it going to
work here in our Saturn account, that's kind of my question on that
yeah dude, I've been in ordinals
just as early as anyone else
but I faded while I would be like an idiot
meta, I just pinned up this
tweet from Saturn that came out yesterday
that did confirm, it's the same one
that they said rings are for everyone whether you
made a trading account
or not and it says that the air drop
is going to all users
that leads me to believe that it's going to be
an air drop and no sign process
what do you mean this goes
to all users and not the people
that participate?
you didn't see this?
I told y'all, look
I told y'all last week when they delayed
this shit and they kept telling
everyone to deposit 50 bucks
I told y'all then that there was something
sus while they wanted all this
50 bucks, they took a snapshot of their
TVL, sent it to their investors
and said hey cut a new check
look at how much money we got locked up
and then now they let everybody take it out
no, snow is
so cheap, I was cracking up
so they're going to give a boost to the people
who topped off and to the people
who swapped and etc
I want to be topped off, that's what I want
fuck the boost
you know what I'm saying, this is unnecessary
people don't even know how they want to come
market, this is wild
the past 4 or 5 airdrops I've done
it's been a claim
yesterday the DYM was actually
just putting my RPC on
dimension and there's all my funds
so that was kind of like the very first time
it was actually a true airdrop where the coins
were just in your wallet
they say this is an airdrop so I'm guessing
they're probably, like Chief said, using that
$50 is probably going to be $7-8 grand
or to airdrop these all to
everybody's wallets through the min pool
so I guess that's how it's going to happen
here's the thing about it though, it's like
for all these airdrops that came out
there's speculative value
towards it, there's runes narratives
there's NFT collections behind it
going to be the next?
is it just going to be an announcement from a Twitter page
about something mid
or is it going to be something amazing
from a bunch of other people because it's like
a collective move
that really pushed these runes
and these speculative airdrops
so that's kind of what I guess we're all waiting to see
is what's going to incentivize
people to hold this
is it like you hold
this, you stake it, or
you do something with it and then you get more
of the next token but it's like
if this token doesn't even have its own value
that's going to happen Miyagi, that's what's going to happen
Chief said Moon, these other tokens
obviously the meta right now is staking
your coins
for more coins, like if we're just
going by what people are doing, like
not trying to reinvent the wheel, you would imagine
even I told you, I've been listening
to the team saying they're very excited
about the weeks that follow the launch
so you know there's going to be some kind of announcement
or update of what the utility of the token
is and what to do with the token, I mean
short siders are probably going to sell, there'll probably
be some announcements of like oh this brings
utility, you get possibly
runes or some shit, I don't know what that got
planned but I would imagine holding and
staking would probably be your best bet
so that's what I'm going to do
that's what I'm going to continue to do is just
staking, we're about to enter a bull
market, a lot of these coins are going to go up regardless
of the strategy for airdrops
and they analyzed
4 recent airdrops and found a repeating
consistent pattern on all 4 instances
resulting in a potential average
gain of 50%. Here's everything
needed to know to spot these setups
efficiently, usually the price drops after
the listing, making new lows. We want
to keep monitoring the price
action until a clear low
and high are established, we
observed a consolidation period
where the price trades within a range.
The average range among these 4
tokens was 30%, lasting
up to 10 days in the case
of Celestia. Longing the breakout
of this range would have resulted in
the following with little and no draw
down. Pith of you longed
the bottom was up 48%,
Manta was up 37%,
Alt layer was up 30%
and Tia was up 152%
so that's kind of like
breaking down the last 4 airdrops and
like I guess there is about 45
hours of consolidation and after that
it's typically up and we're kind of seeing that
with Jupiter right now.
It kind of consolidated, I know they got
I think today was the first day of
where they did the plunger
thing where they disactivated that
and moved the LP into their treasury
so now it has like no
selling pressure or upward pressure or downward
pressure so now you're kind of seeing the true result of what
people think of Jupiter. But
yeah, I think
it's useful to kind of see what's happened
past airdrops and it's 45
hours to 78
hours of consolidation and after that it's typically
I was reading up about that Jup airdrop
and I know that we briefly talked
about it on the show that they did a different
drop mechanism right? That
basically it was a DLMM
in a sense they had an X amount of
tokens that were priced at
X amount and basically
they sold
their own tokens to everyone
that purchased off of the deck so they were
fulfilling all the orders from the order books
and if the price of the token
dropped below X amount
right, which was their initial
offering of the
basically what they said that they would come to market
right, the full FDB
they wouldn't make any money from the sale.
If the token closed above what they had
promised quote unquote
investors and everybody like that I think it was
like in that .7 range then they
would have officially cleared their entire
rates. So that's why the price
of the token more or less stayed stable
you know throughout that 70 to
50 range the entire time.
So it's like you said we're now approaching discovery.
I do want to post something
up to the top, I don't know if I'm going to get robbed dude
but 18 minutes ago
dropped their tokenomics
to those of you that did any of the wormhole
kind of farming
or you got farmed right
you were tossed around from network to
network and at least they used wormhole
hopefully you get
some coins
but if not check out the tokenomics
No I was just going to say this is going to be
a juicy one dude.
No they're basically going to do
the same roll out as Dimension did. Do you remember
three weeks ago where we basically
went on to the claim website and enter all
our addresses from different like blockchains
like if you owned the mad lad all
that other shit right and then you claimed
and you got the 290 wormhole
going to be the same way. Like you've already
seen them partner with the NFT
project similar to
how Dimension partnered with Pudgy Penguin's
Bad Kids Club and
mad lads. They already picked
Frank. They've already
partnered with. And that's why you had to
do the matrika verification
you had to verify with matrika and join
the discord and have the roles
and whatnot. It was probably for that to kind of
qualify for the wormhole snapshot.
they're going to probably come out the claim site probably
in the next two weeks and it's going to be similar to Dimension
where they're going to have a bunch of work like
you know if you hold this NFT
if you participate in this protocol
enter your address and then you'll get
your claim tokens and then when it's airdropped
you'll be able to claim or it's going to be airdropped
but you're starting to see kind of the same rollout
and that's why I got my Dimension yesterday
and I staked it instantly because I'm
basically betting that I'm going to get wormhole
allocation for staking my Dimension
because they've already announced partnerships
with each other and
Dimension also
has another airdrop coming
they partnered with
I forget the name of it but I'll look for it
I'll throw it to Metajit and then I'll find it in my bookmarks
and we'll go from there. Go ahead Metajit.
Bro this is wild. Like how the fuck
am I supposed to take profits when
this meta, this is the
craziest Ponzi meta
of all fucking time. Like you're like
alright here is like a $20,000 airdrop
but wait you should probably
stake this $20,000
you're going to get way more money in a few months
like dude it's just
I literally, I'm taking profits
on DIMM. I got my DIMM yesterday
and I'm selling it, I don't care
I'm going to do some
research on like
the protocol itself and maybe buy back
in and JOOF continues to
pump to .7
but I really want to
touch base quickly
on what Chief was saying
about JOOF
yeah like I think
basically like the price
curve that they created had
set between .4 and .7
and if they
pulled the pool at .7
they would have made
$250 million
and if they pulled
it at .4 they would have made
no money and would have just kept
JOOF tokens which would have
been very sad but essentially
essentially
that DLMM was a
single sided pool that they filled
Meteora's
like the way Meteora set up
essentially they just provided
liquidity for that range
so that's why I kind of stayed in that range
and the goal of theirs was to
provide a backstop
for people that were going to cheat their airdrops
how Solana motherfuckers are
it was also just to
yeah also like fundraise the money
but now what I'm hoping
and what we're seeing is that it just ran from
.53 to .6
and I think that now we enter price
discovery so I'm hoping that we pump up
and see past .7
and that's when I'm looking to start taking some
profits off the table
yeah all you guys, all you Solana
motherfuckers have this $1
like vision and all you
Solana motherfuckers get to $1 all
taking profits I've heard every single one of you guys
are like fanatizing for this
$1 and I know that's
that's a psychological point
I still think like for this bull market
we're 66 days from the bull market
I'm trying to get as many vehicles
as possible for this bull market
yeah you could sell but I still think
the new coins new narrative are going to run
the hardest so
Jupiter from all the fundamentals
is better than Uniswap and there's no reason
that should be ranked 92 token
so like I'm sitting here
finding how I can hold my Jupiter
earn more rewards earn the three
or four other airdrops that they got coming for the
community and I still think this token gets
to I don't know but it gets above
$2 I don't know if it gets to $10
but I'm super bullish on Jupiter
man it's basically the number
one the number one like
utility coin
on Solana everybody uses it
it's integrated in all fucking protocols
it's like Bonk
it's kind of like Bonk so that's why
I agree bro I'm very hyped
on Jupiter I got a big
allocation and I just can't
I haven't sold a single one
I haven't sold a single one and my strategy
since the launch has been basically
just providing LPs across Meteora
Camino, Margivite
like double farming a bunch of these
protocols there's just like so many
like you said and I think that
I think that
when it comes to holding these
for me the way I'm
kind of looking at it is
like what's
the upside of holding this airdrop
including what kind of
airdrops will come from this airdrop
versus just rotating that
profit back into Bonk
or Sol which for me right now
those are my two biggest
those are the bags that I
want pumped the most
for this bull market I feel most
comfortable with that I've had
I've been holding these
since the genesis of both tokens so like
for me I want to rotate
every profit that I take
back into Sol and then when we
really hit the top of
hopefully close to the top of the cell
on this next cycle and then rotate
that profit into
some of these other alts that are going to start running
through it
long story short you just need to have
a plan dude that's one of the things
too I mean like you talking about taking
some profits on them there's nothing wrong
with taking your profits on dimensions
you're like yeah but I'm going to grab my profits
and do this XYZ play that
I had set up or that I'm seeing lined
up for me on this side so
it's one of those things that everybody's situation
is the same and people play different
games right like you said providing liquidity
is often overlooked
yeah it's a little bit on the riskier
side but once you get down how to
set a nice range for liquidity pool
dude as soon as these tokens launch
you'll make your most amount of money
with the least amount of risk
in those you know
24 hours less than 24 hours
let's just do 12 hours of people just
swapping back and forth in the pool so
I just pinned up a
post from Alex Wacy does
a great job and basically how to capitalize
on DYM I'm going to go into the
whole post but DYM staking can get you
Avil whole and D2O
and more so
like those are three tokens that are
you know rumored I already know wormhole
is going to get it because they wormhole
announced a partnership with dimension
last week so you're definitely getting worm but
this a bell and voodoo probably
got to do a little more research but this
is all like the modular blockchain there and
it's a big allocation dude 18
percent of the wormhole tokenomics
I mean of the wormhole allocation
is going towards community and launch
so that's a fat
slice to get passed around and
you know partner communities that's why
this is funny so without trying to be negative
or fud of my own industry some of the
valuations for crypto companies are ridiculous
DYM is at four billion dollars
the chain broke on launch RPCs
don't work zero users transaction
just appeared and not arriving four billion
as a game stop
it's like they had tons of issues
tons of fud launching no one could do it
like no one knew how to sell which I kind of
think is the reason why the token went up
but just funny how this space works you have like
all this fundamental shit that's broken but
everybody's super bullish about dimension
based off the airdrops
it's like no airdrops run this whole
fucking space man they really do
like when airdrops get announced you'll see the price
go up like crazy on these tokens that's why
I was talking about zai yesterday
it's not announced that the staking's happened
but you're gonna be able to stake zai
and earn gaming tokens
like imagine when that's announced that how
quick that's gonna go up in price
so that's why I was kind of bringing it to you
and like if you guys don't know what dimension is
and you want some research
on what it is I pinned up a top
pretty simple it's probably the best one I found there's one
by cygar yesterday but uh
bro what the fuck is dimension a quick simple
explanation of dimension you'll understand everything
in five minutes so dimension
has two parts the dimension hub
and the roll apps the hub
is dimensions layer one while
the roll apps are l2s of the
hub both of them work hand in hand
and have been designed to interact with
each other bro this already exists
fair that's why the closest competitor
of dimension is ethereum
but dimension stands out for its roll
apps and modular approach
tell me more roll apps are a standardized
change think of them as templates
similar to erc 20
contracts an erc 20 contract has
required features but you can adjust
them to fit your needs like adding taxes
roll apps are erc 20s
but for chains so
what can be built basically anything
there is a lot on the horizon
social five prediction markets DeFi
protocols you name it the upcoming
weeks are shaping up to be busy
and modularity you said yes
modularity involves embodying the diverse
task of a blockchain into
separate components like legos and
inside of them different in titles
dimension does exactly that
a blockchain has four key
duties it has data availability
execution it
has a settlement layer and a consensus layer
on dimension roll apps
data availability is ensured by Celestia
settlement and consistence are
managed by dimension hub and execution
is handled by the roll app itself
yes so roll apps have a
native bridge to dimension hub
with a 0.1% fee
which buys back and burns dimension
dimension has its 0.8mm
and with 0.1 swap
fee also buying back and burning
sure dimension features a layer one
blockchain with multiple standardized layers
layer twos called roll apps
those roll apps are standardized
they are easily deployable yet
customizable so that's basically
a rundown of what dimension is
did your research for you
you can read this at night but that's kind of what it is
and the modular blockchain
is kind of why all these air drops
are dropping on these because they have
so many different tentacles
and other protocols that they
hey you helped us out build our
protocol you're helping with us
so we're going to give your community tokens
so I still think dimension
like a really good
stake and there's going to be more
to this and this kind of is in the narrative
of the modular blockchain so if you start seeing
Celestia and all these other
modular narratives pop you're going to see dimension
also go up in price even though
that's kind of like a quite breakdown
if you guys do want to stake DYM
I'll just take advantage of it as soon as I can
because staking APR is ultimately
going down
as more and more people do it
like yesterday when we caught it
even before the tweet it was at like 600
plus now staking
APR is at 40
so obviously as more and more people do it
it will go down and as more money gets in there
but taking advantage of it early
allows you to eat a little bit
more so GG
to those that cook
let's start with the gambler and then Chief
since you are rugged let's start pinning some stuff
in your bookmarks so we can get that
so if you do ruggedly you can refer to it
on the main page
so go ahead gambler
yeah I just
I just wanted to drop this
I haven't seen anyone talk about it yet
there's a new-ish platform
called NFTperp.xyz
I just pinned up their latest tweet
they just dropped it five minutes ago
I had another tweet I was going to pin up but this one's better
the TLDR is
they already launched their
the first Perpetual Futures
decks for NFTs
I don't know if they're the first to confirm that
but they're Perpetual Futures
decks for NFTs
they have a Discord open
again they've already opened version 1
and they're going to be opening version 2
in order to get into version 2
you have to have some kind of exclusive access
I would recommend turning on
the following if you want to follow up on that
and there's some information
this thread I just picked up
as well as
I just pinned up
as well as one more I'm about to pin up
which is just like a brief overview of what they've accomplished
over these last few months
if I can find it
here it is
they've gotten
they've raised three million dollars
in Series A funding
and they've also received a grant
from Arbitrum
which is kind of cool and they also have a
partnership with the Elixir Protocol
which I'm not familiar with
but I believe has some kind of a
following so kind of cool if you're interested
in training NFT Futures
I'm not seeing this talked about
too much on the TL
again their V2 is dropping soon
and could be something to check out
appreciate you bringing that to our attention
so is it kind of logging and shorting
NFTs is what's going on here
yeah exactly they claim
to have addressed certain issues
that were found in
the Blur Lending Protocol
and things like that
I haven't done enough research to see exactly how
but we are actually going to be hosting
this team on our
Eclipse Spaces which we host
every Monday 3pm Eastern
they're going to be on with us this coming Monday
if you guys want to learn more
we'll have to tune in to learn more
dude those ERC 404
those Pandora Boxes
fucking 4 ETH yesterday at 6 ETH today
fucking absolutely fucking
cooking man
we gotta do more research on this shit man
I've done some small research
it's super fucking complicated
but it seems like everybody in the know is freaking out about
this new ERC 404
and a lot of people say
it's fractionalized and all this stuff
and it's really good for web3 gaming
you basically can
mint and re-roll your traits
and every time you mint
and you want to re-roll it burns the NFT
and it just cycles through
it seems pretty unique
and these Pandora Boxes are just
every morning they're up like 2 ETH
so gg's anybody got into those
that's life changing money
from something that launched on Saturday
and now is worth 6 ETH
and people are literally going well
the crazy thing is that this is becoming a thing now
I've seen a bunch of projects
now pop up for the 404
404 this and that
first art project on 404
first this project
on 404 protocol
I don't think any of that matters
who's first on ETH
look at crypto kitties
I think that those words
are or have been
thrown around just due to
the adoption of ordinal protocol
and a lot of different sectors
and spaces
with soulscriptions, e-scriptions
just ordinals in general
dodginals, whatever
but on ETH we've seen that
first is first really doesn't matter
so it'll just be interesting
to see how this plays out
in terms of does that matter now
because we've seen first is first matter
on other chains and that
that can be a narrative or not
they're saying that this would be really useful
for parallel
trading card games
where you can like burn your
card and get a new card
I was listening to the founder on a podcast
and he was talking like how this is really useful
for like web3 games and even like trading
card games on web3
so yeah I mean
these Pandora boxes look a lot like
the blue boxes, the 420s
and those are sitting at like .7 Bitcoin
I'm not saying they're the same but they do look very
similar to each other but you got something
you want to talk about Chief?
So it's up to Bongo and then I'll transition over
Hey Bongo
Hello, hello, I just came up here because I feel
bad that I don't come
so often anymore, I've been busy lately
but hopefully I'll be able to show up
more and sadly I do not
have too much alpha to share
with you guys, not much happening
right now
I guess Chief
This is amazing
but yeah I appreciate you coming up here
Bongo did you floor that cat yet?
I'm on it dude, I'm tasting the water
asking people how they feel
it's hard to play it because I only have one
so you know it's like ah this is a little
topic and the market
we don't know where it's going but everyone is
in a correction before the halving
so just trying to figure out how
to play it because I
just don't want to go through the
halving holding a massive bag of
Yeah it's
tough bro, he just got one, I was lucky
to get a couple and
went 50-50 with a homie so
we took initials, we
did paper on that first dip, we should have
sold on the .3 but we papered on the dip
took initials and now we're right on the second one so
we'll see what happens
Spreathal you here?
Bro this is ridiculous, I literally started
talking and I
look up and I hear Express was saying
Chief's not here, I'm like dude I'm
talking, yeah we'll figure it out
I got a new phone coming in or another phone
so we'll be able to double phone it up
or just go back to
mama coffee helping us out until
you know, we trickle down into
something else
mama coffee ain't helping no more
I can help
give me one second and let me hop in here
and I'll put my book marks up
but I did want to talk about
let's go to the mint list
mint list?
yeah you can put the mint list up
dude there's like what are these
that's all on there today
yeah Flame has been talking to us about that
so Hat Sats was
he's an artist
who wants and was
inspired by Invader
I don't know if any of you guys know who Invader is
but Invader does kind of like
pixel tile artwork around the world
similar to like a Banksy
and basically
Hat Sats was inspired by him
and he put up physical
installations
that are tagged and bound
by NSC ships
so you actually own
a piece of artwork posted up
somewhere in the world
I think he's going city by city for now
and then eventually he'll kind of expand
as the collection continues to sell
0.05 Bitcoin?
yeah it is a little on the expensive side
it's only
50 of them and I think he was
live streaming him going city to city this morning
like where he's putting
him up but Chief
I don't know if you have more info
but this is like generation 1
so this will just be like the Genesis
collection and then he's doing a gen 2 later
and it's going to be a larger collection around a much cheaper
price point and
I'm only saying this because we already got allocation
for that because we were going to get some
Sats won but it was just a little bit too
overpriced
so yeah just a note there that
Sats is coming later on
what I've pinned up to the top
is just I know a lot of people
haven't you know since Pith came
what is Pith going to do
and not only just receiving
Pith in an airdrop but receiving
an airdrop from staking
Pith so just pinned up
top they confirmed
that they have
160 different
daps across
27 different chains that will
be receiving
an airdrop of Pith tokens
or Pith tokens
and Pith is currently sitting at around
50 cents a pop
let me actually pull it up
anyway it's ranging from 40 to 50 cents a pop
so I mean anything that
you get is just free money it's at 47
cents right now so in a sense
some free money so I'm going to post the second
list that I have up top as well
and you guys can check out if you've
utilized any of these apps
or daps across any of these
chains I would go check it out
and see if you qualify for some
free Pith maybe it's a claim maybe it's just
a direct airdrop I'm not too sure
we've been
not speculating this was going to happen
yeah but I think that I think this also confirms
that then you know since Pith
blessed people with their own
tokens some people are going to come in and
bless Pith holders with their
tokens you know up top I pinned up
the list of all 160
plus apps that
utilize that so if you guys can check
I know yup
that's a big one right there
I saw that this morning but I'm glad you brought it out
yeah 47 million worth of dollars
just being injected into the ecosystem
I mean whether or not people sell it
dump it restake it right
that's ultimately going to affect the price of
Pith and these are all
retroactive airdrops so if
you utilize these dApps in the past
I mean obviously currently as well
but in the past you get an
allocation for that so
I mean just more money kind of trickling in
from just different and unexpected
places right
yeah there is another
mint on here that I've heard rumors
of its cyber seat
an interactive
and generative of art
every interaction
each click brings life a unique wave pattern
varying its speed and
spectrum of colors apparently this is on
gamma today and minting on gamma
sorry about the roofers in the background I know
that's annoying but kind of do what I
got to do do we know anything about this one
no can you post it up top because I know that cyber
seat yesterday was the vivid drop that
Steven was covering for us
maybe this is just wrong
yeah I think you're talking about the one that Steven
was kind of on yesterday and that one sold out
like instantly it was like a hundred left
and then I think it topped out like a
.02, .03 but it is pretty
cool like it moves and
it's interactive and I think
he noted that something's going to happen around
the happening
to like the NFT itself
yeah so all the gears it's gear work and the gears
to different variables in the
Bitcoin ecosystem so
block size, block height
interactions, transactions
amount of data flowing and coming
through so there goes Steven coming up
to school us but
yeah it was really dope maybe he can tell
you if that one that you're talking about is also
similar or if it's the
the search drop that's today later on
jam Steven
sorry guys hey Steven
I was trying to find a way to
quiet my house so I didn't have to wake everybody up
there is actually a
second CyberSea drop not from the artist
CyberSea it's under the title CyberSea
of insane that that's actually the way it is this
week but yeah you got
a drop from CyberSea yesterday
that yes he confirmed that it will be
evolving at the happening I think
that there's probably going to also be a couple other
time based
or like event
based changes in the art
which I think is honestly really really great
we're going to start seeing a little bit more of that
here soon and I know the Quantum Cats are also having
their evolutions over time which is great
but the CyberSea
go find it real quick
it was in the drop list for the week
I'm not finding it very
fast here
it's from
it's killing me right now
I'm going to find it
in a little bit I'll bring it back up so you
guys can move on to something else but yeah
I know there's another one coming
it's from like Hyro
his name is Hyro
there it is Hyroji Kodagawa
it's coming out through Gamma
the time on
it's TBA but that is
it's projected for today and it's going to
be a mint of 50 pieces
for roughly $100
appreciate it
yeah I didn't go through the full mint list today
but I guess
it's pretty packed
we have Cirque
Silhouettes
George Back and Diatchi Mori
we have Andre Oshi
we have John Wubushi
and Modern Zombie
Arifran Hosseini
why are all these
fucking names?
Zolfa Aquari
Somo the Monolith
Pindor Van Armin Reflections
Bright Moments
Mat Dislequaries
floor app is launching
ICON Series 2
we have a gift for life
nice aunties and fellowship
FFC WADS Trip
EcoSapiens and Hatsats
that's your list and you can find that all on
mintwizard.app
and it has all the details
of the threads and mint prices
Swizzy did a great job
building that app
I use it every day
I did want to bring up the Wubushi Drop
of Modern Zombies
we spoke about it yesterday and the day prior
this morning
even a lot faster than I thought it was going to
so I'd be watching secondary volume
on that one for sure
after talking with Crypto Pop Punk
about it last night on
MySpace like I was very
very sold
it seems like this is kind of Wubushi's
breakout moment
so it seems to me like there's going to be
a lot of action behind it, it's going to be a lot of
really really great pieces that are moving around
so I would keep an eye on that one for sure
just playing the secondary
but Reflections by Pindor Van Armin
is probably the other really big one on today
so if you
have the opportunity to get to public on that one
public opens in 25 minutes
it looks like it's going to be
a really great drop
and lastly I can't
help but mention Sierra
by Matt Deloria
that drop is coming through off on art
and it's going to be
very very contested
but I'm pretty sure it's
open for 48 hours
so we'll see what the final population
on it is but it's a beautiful piece
thank you for coming up
and breaking it down
I don't know what I would do if I didn't have you
so appreciate you always coming up here and informing
us on everything art
something that I've kind of seen
over the weekend and haven't talked about it
and the market
spoken on it is
Shrapnel over the weekend
I saw everybody was live streaming it
Jonah, Crypto Gorilla
everybody that's in
that kind of area
was talking about it and playing it
and then on Monday
there was a massive dump
of everything Shrapnel from the coin
to the operation
whatever they're called
the operators and all that stuff
I think they're one of the leading loss leaders
in the market today I think they're down
to like .2 I think the coin
is down to 20 cents
seems like a lot of people
are underwhelmed with the game play
and Shrapnel is a lot farther away
from coming to
I guess market than a lot of people anticipated
in the market it's kind of told you that
based off everybody dumping
their tokens
and everything so I don't know
I had heard that
I was watching it a lot of the textures
weren't done a lot of people were kind of
underwhelmed thinking like yo I thought this game
was ready to go seems like it's a
few months or maybe years away from
actually being this triple A game
that everybody's playing in web 3 and
but that was interesting
just to kind of check the market and
see like how down bad the Shrapnel
ecosystem is based off this beta
test that happened over the weekend
I was told it's still the same bro
people are just upset that nothing's really
changed like you get small, slight
improvements but nothing
to warrant
two to three months from the original
test that they had
so I think that's one of
the biggest issues.
I also have an email up here
apparently extraction pack holders you need
to check your email instructions for
Shrapnel's XTX event are out
three days 100k in
Shrapnel top 1000 I'm going to win
see you in the sacrifice zone so if you do have
an extraction pack and you've linked your
email to that check your email
there are parents to be a
prize pool going on for
playing being like a Shrapnel
ambassador or whatever I don't know how it works but
email is up there all the information's here
in the thread so I just wanted to throw that out there
may be an opportunity for you but
let's go to BFC Gaming Mindless
and I'll throw to you the gambler.
Hey Chase, appreciate it. Just quickly
on the Shrapnel topic so for example
there's a couple of things that like the
non-game developer audience might
sort of overlook.
Previous playtests were limited
in number in closed environments
and not really online most of that
wasn't optimized.
Now you have something that's actually
available to have gamers from across the
world join in and play. But often
when you look at these things it's just the
screenshot or a snapshot or a video that
you'll see a couple of clips and you'll think oh it looks
the same but technically speaking
underneath the layer an awful lot has been done
and then you've got like the UGC content
that they've been working on, the builds and
toolsets and all the rest of it.
So there's that. I think what we're
probably seeing is more akin to the same way
a token when it lists on Binance it just
has a massive sell-off. Like that's just to sell
the news type of events. That behavior
exists throughout the whole industry so
when you finally get to a game.
Do you think if the game, Mindless,
do you think if the game was like farther
along and everybody's like well this is close
do you think it would have had the same
response as by the Rumor Solidation?
Like if it was actually like
I think a lot of people
are confusing what they
played with Dead Drop and
seeing how polished that was
and then they play Shrapnel and they're like damn
this is nowhere near Dead Drop.
But do you think it was closer to Dead Drop that there
would be a sell-off? That's a good point. So I was
around for Dead Drop, Snapshot 3, 4,
5 and Topan and all of them and it was the
same type of thing with that by the way.
So on each of those Snapshots
that was probably the peak of the NFT
price for that day and then it drops immediately
after. So same types of behaviors there too.
But I think you're right though
so Dead Drop was about a year ahead in terms
of development. So there is that.
But again
it's just expectations. People
nearly always tend to sell the news on these types of
events and there is a little bit of FUD going around
recycled FUD from a year ago
of a little bit of a sort of
I believe it's some
company dispute about IP
within the studio and the company
and the team and all that type of stuff. So these things always
recycled back even though they're
old news. Again
everybody should have been aware that
Shrapnel is still a long way from final release
if final release is even such
a thing. Like we're still talking a year away
like 2025.
But yeah it's just those things I suppose
it's the nature of the web3 space overall
generally speaking. We do these things.
We act irrationally but when you look back at it
this irrationality
seems to be pretty common and every time
we have an instance where news or
alpha or something is actually released
it's almost always a sell the news way.
Yeah 100%.
I know after
Shrapnel everybody's super
excited about Gunzilla Games
and Off the Grid
found this. There is a document
a Google Doc that says Off the Grid
exclusive access.
Pass you yeah thanks for joining the official
OTC Discord. As a Discord
member you have a chance to get exclusive
access to Off the Grid
our upcoming cyber battle
punk royal game
on PlayStation 5, Xbox series
and PC but keep it on the download
yeah PS you did
join the Discord server already didn't you so
I have the document up here
fill it out and when Off the
Grid comes live you'll be able to maybe
early access and sometimes these
projects give tokens to like beta
players and stuff like that so people
are super excited about this one so
just wanted to throw that out there's an opportunity
for you to get on that one.
But yeah Gunzilla Games they even
have a token that might not be a bad token to get into
but yeah did you know about this one
mindless? Off the Grid
what do you know about Off the Grid? I've heard some people
yeah I saw a lot of people
I think it's kind of cool
I did not know there's going to be a PS5 and Xbox
that kind of makes me want to play
no that's right
definitely it's one of the ones I'm paying a little more
attention to just because it hasn't gained an awful
lot of attention in the Red 3 space
even if you look at their socials
they're generally under the radar
the Discord's very small they haven't really gone
for the typical huge marketing drive
space with like 50-60 thousand followers
and tapping into all of the folks wearing cartoon
avatars and all the rest of it they haven't done that
they're still very much just keeping their head
down building and testing and there are
tester roles available you can just go to the Discord
and request sign up you'll probably get it
to be fair because they're not overwhelmed with stuff
at the moment so you're definitely right
I don't know maybe they might reward
the early testers who put in some time
but game testing is something most people
don't enjoy it can be a little boring
you kind of remove from the
the ore when you finally see something
delivered versus having to
incrementally see it build out it's like
when you're cooking and you're tasting food
as you go while you're cooking and then you
finally finish and it's like
it just doesn't taste the same anymore
I feel that
so there's an opportunity for you
off the grid to get early access
and we'll talk more about
shrapnel as the time goes on I'm sure there'll be a lot
more updates as the year goes on but
so it's interesting to look at the market and
kind of see a massive sell off after the livestream
but I want to go throw out the gambler and then throw
out the zero dollar so what up gambler how you doing bro
I'm good man I want
on this copium
update I know some
of us in this room right now are
following that account I haven't been following
copium until as of yesterday
when this fud
kind of started hitting the timeline
there was some kind
of error on behalf of
the copium platform
which for those of you who don't know is like some
kind of gambling platform
on soul and you were
able to purchase the actual
copium NFT
and that's somehow related to the platform
and I'm not too in the know but the punchline I want
to get to here is that they messed up
folks were getting
shown that they won prizes that they didn't actually
win and within the last
48 hours or so it might have been the last
24 these prizes were reset
to either not
showing or showing negative balances
so I'm going to pin up this
TLDR that they posted
saying that they fixed it and their
fix was that they were going to replace everyone's
balances down to 69k
copium and this is after
all the foot hit the timeline so the copium was
worth half and obviously folks
had won a lot more than even that
quantity of copium so that was an
issue now apparently
they're saying they listened to the feedback
and they are offering full
refunds to anyone
who was in from day one they say
they haven't spent any of the funds so
if you did get involved here
refund link
again I don't know too much about this
but this just happened within the last
24 hours or so
so hopefully no one lost
they're going to lose all their money
they're going to lose all their money if they're going to
receive it because everybody is down bad since buying these
I hear EZ talk about how
much underwater he is on these
so I imagine he's going to be hitting them up for that
refund so we'll see
this project won't probably
give a refund to everybody that's underwater
but you get to rug again
so that's what they're going for
you know what I'm saying if they pay it back
now they get to take whatever is left over
and re-rug you because you're like
but I paid you back bro
seriously
that is true
zero what's up
yeah man I want to talk about
shrapnel like and the gameplay I've seen some
clips about it and it's horrendous
like are these guys
supposed to be like raising like
millions of dollars like
oil money and all
that type of shit Dubai
and I was like I was so
disappointed plus I'm like
I'm an FPS guy like
I know how good
FPS house which one is not
good and from the clips that
I've seen some bugs
the graphic quality is not there
the gameplay is so slow
it makes me feel
like it feels like
I was not
super bullish on web3 games
because the
community the web3 community are
not gamers
you know what I mean
with shrapnel I was I think
the only project that
I thought maybe
they can do something because
they brought some good people
good names they raised a lot of money
I thought maybe they're going to do something
good right and yet
I feel like it's
disappointment after disappointment
game after game so
it's insanely bad I've seen
some bugs like people are
aiming the head
the bullets doesn't even touch the head
it's horrendous like people are talking a
couple months a year but honestly
if they want to fix it properly
it's going to take at least
like two years
to have a good game so
it's not going to come with a bull run
feel like it's something
doomed right but let's not
let's not be
super super bearish about it
I think one of the craziest part about this to me
is the fact that you got
Power World that came out with a million dollars
and just literally
shit on everyone in terms of
how what is possible
when you want to do something and when
you have intention and then you
got us raising fucking
million dollars thirty two million
dollars and you get Kevin
you know what I'm saying like that makes
no sense in the world
but hey it is
what it is it makes sense to us I guess
but yeah dude I really think that
Power World coming out this year
indie studio breaking
record showing that like the
bankroll isn't necessarily
what you have to have
that obviously facilitates the idea
but you can just work on it for six years
or you can have the bankroll
to get it done in one right
more or less you have to have a good underlying
concept idea and you know
kind of go the grassroots slow
way so let's go to Mindless
yeah dude so you're really speaking to
my heart I've always had a really big
bias towards giant studios and big
financial allocations and huge entities
involved in the gaming space never
really taken to it it's always
passion that comes from the grassroots
levels bottom up the love care discipline
you know sweat equity
blood equity that's put into some of these games
and often when you see that pay off it's
really really refreshing rewarding but I'll
say this Power World is a huge huge
exception in the normal gaming world like something
like that comes around every fifteen years
and you probably won't see
another success like that for another
ten fifteen years again so that's the exception
like for that to exist
in that way and be such a success you've probably
had a hundred thousand games
with similar sized budgets or more
absolutely fail and flop so
we're taking something like that and comparing it to the
space I think it's a little unfair
but in defense of shrapnel again I
don't speak for them and I don't really pick
and choose games in our favor
I'll say this the lag
issues and things you're experiencing is because
like for this play test they only had like
North American servers up so if you're sort of
further away you're going to have discrepancy
and you're bullets hitting and not hitting and all that
touch itself and things registering and whatnot
and they have been clear like the real release
of the game is sort of late twenty twenty five
so we're like eighteen months to twenty four months
away from something actually
going mass market so maybe
like we might have misunderstood expectations here
I don't know it's just a question mark
the Power World comparison
I guess to me is just something
that's psychologically in people's heads
you know and it's always going to be there
I don't know it'd be kind of haunting to me if I
was a dev and that just came out the same year
and people are not
like you said you can't compare us but they are
how do you have this
much money and they have this much money
why do you suck and you're like dude I don't know
like I'm wondering myself
why we said you know like everyone is wondering those
same questions so I think that
that's one of the interesting parts about
the whole you know Power World
and just you're right it's a unicorn
and every so often it happens
but everyone is wondering how they can become
the unicorn forever
after you know indefinitely so
hey and I mean when you talk about
these indie games and no disrespect to
Shrapnel or anything like that but it's like dude
Squirrel with a gun that's on
Steam I mean I'd rather that get
developed than Shrapnel I'm not
I'm not going to be an asshole or anything like that
if you get a squirrel with a gun up I promise
you I'll get you a hundred downloads by the end of the day
you know if not more a couple hundred
thousand because that's something to me
as a gamer I'm like yo it's a squirrel
with a gun on the beach
fucking up his homies oh that's a wrap
like I don't care about none of
this whole extra stuff that
you're talking about operator
yeah operate once I kill him you know
you know like a teabag operation
or you know like you gotta appeal to your demographic
and so it's just one of those
interesting parts of you gotta think about
that too like I get it make money but
also appeal to gamers
go ahead gambling
can you say teabag operation?
yeah like I mean dude
that's how you really disrespect them
silo you don't even need comms in video games
bro you can just on the dead cam
you know stare at your gun and then just step
on there's so many ways
you're that guy
no no no today I was on
liquidity and someone was out sniping
me for loans bro it was just a battle
nonstop so I just started
calling them a 304 in
all of my loan bids so I put
a loan bid and call them a 304
and I'd be like ha ha ho
and then I'd just write letters and
you know lead speak through my bids
because he was I put a bid
and within by the time I refreshed there's
a new bid bro so I literally just
wrote that's swag yeah I went
in the group chats and I was like which one of y'all
can y'all let me catch one because
this ain't fun and then they were
broke too they were only putting one bid I'm putting
like ten and they only have enough
capital in their wallet to put one
so yeah I was just writing 304 on
all of them I can go check a bunch of offers
that 304 that was me calling someone a hoe
without being able to call someone a hoe
but knowing who they were so
you learn skills in life bro
uh go ahead gambler
and then we'll go to Bongo
yeah I just
wanted to bring this up one more time
uh could be alpha could
be nothing it's a new project
on say um
we don't know anything from mint
price to mint date but I think the art's kind
of cool and they're doing
a application style
whitelist so I brought this up
uh I think late last week I like
the art I sent in my app the deadline
is next week on the 15th um
and I'm following with noti's on
so if you think it's interesting if you're
on say could be something to check out
again the app closes that
the app deadline closes on the 15th of next
all right say
we love say I still don't have any
say but I'm looking to buy some
say come buy some weed bumps
or say on soon but
there's just so many so much fucking
going on man say's gonna be fucking
not talking about like next week because we got
the blast fucking opening up and all these
NFTs and shit coins are gonna be dropping
on blast no one's gonna be talking about say for like two
months until the blast thing gets out of the way
pissing me off dude I don't know
I don't know I'm kind of
we're hearing this narrative man
that like say is all these mid
influencers washed up mid
influencers coming out you know
and you know trying for
round two of grifting and
that's true right I mean I'm not
gonna say that's not true but I'd say that's
happening everywhere and I think
there is some real culture being built
so I can't speak for the rest of the ecosystem
but I know that I know the NFT
side and I know what culture and
NFTs look like
I can confidently say that and
there's something happening over there
so this isn't you know I could be wrong
but I think
chocking this up to like some kind of
midfluencer pump
threads kind of hype situation
is maybe a little
short sighted but I could be wrong
I mean I'm not gonna say you
can compare it to llama verse
but I'd be comparing it a little
bit to llama verse and say maybe
you can kind of get up there cause llama
verse was very much
so influenced on that in
the same way so
we'll see how it plays out go ahead Trove
I just got a bag of spots
say you know
we're waiting to see if you can stake or do shit like
that but I've just been spot by and say
go ahead Trove
Yo real quick
one thing is
two reveals just
happened and I'm bringing this up cause
I can get the whole jokyo but
jokyo just revealed
it's at main price so it took a little dip here
and then another one is rosantica
those are two anime
IP projects that recently kind of
debuted and they both
are revealing right now so just
you know there's a dip on both of them
if you know about them or if you've been following them
it might be a good entry here
and then the second thing
is something we
talked about on Saturday is
whitelist for
smile holders the first one's
gonna be this
this project called Lux Perpetua
and they just released
the details I'm posting out to the top if you're still
holding your smiles we got TDA
in these on the
mint side of things so if you're still holding them
you'll be a part of whitelist phase 2
and I posted up the details up top
just so you're aware of when
you'll be able to mint these next week
Yo what were
those anime projects that you said?
Zokyoverse is setting
at .08, .07
and then Rosentica
is also around .07
and they both kind of topped out at
Am I still here?
I sent someone, I'm trying to pin
something up to the top but I don't know if it's doing it
I wanted to talk about the Pons thing
so I don't know if anyone saw that
yesterday
let's see if it finally gets up here
okay, yeah it did
not yesterday it was actually what is this
today, three hours today
yeah it was earlier today it was just
shit I wake up early
I'm happy to announce that we've signed a deal with
Based VC Fund
to bring exclusive opportunities to our
members, Plague Frog and NFT
holders regain access to top tier
private equity and early token
around investment opportunities
through the Based VC platform
you know those deals that
you see that the elite get and that you always
wish you had access to
well now you do
I will send out the details for the AMA and the separate
post tomorrow
so man Pons continually
cooking, right already established
he already has the KYC
from all of his
shareholders in a sense anyway because he made them
shareholders
so that was already the move
to where it opens up
all these different lines of deals
now because you actually know who these people
are and once again you could
use the distribution network
you have which is your community
but now you have a
accredited investor
it's one thing to be a DJEN
it's another thing to be a DJEN with a badge
that they let you go and throw your DJEN
money anywhere and that's
what the accredited investor is
and so you start getting these different levels
that access or allow you to
sit down at tables where
opportunities slide through
so shout out to Pons if you're a frog
holder man continuously delivering
to his people and
I think this goes back to what X was talking about
earlier in the show of just a new model
of utilizing your community
as a means or
a group to receive a
distribution of a token
or opportunities that aren't directly
tied into you
right or your brand or your company
almost like an extension
to or an actual strategic
partnership
so yeah I'm going to post up
well I'm not going to post up it says right here
Saturday the 10th
so this Saturday coming up at 3pm
UTC if you guys
want more info and they'll probably
announce the first incubation
or whatever they have
is their first offering pretty soon as
well so maybe look at getting
into a frog or if this interests
you you know throwing some offers out
let's go to Mindless and then we'll go to Stephen
go ahead. Hey man thanks so
I don't usually comment too much on NFTs
and NFT spaces and communities and things because
I kind of stare clear from most of it but
just on that the other week
I just accidentally stumbled into a Pons
space and I was actually really taken
back by just the professionalism
it's traditional business ethic
web2 tried and tested
because he's old
yeah that's what I know
this is a refreshing take we kind of need
a little bit of sensibility
in this space and that was the first thing that struck
me I thought dude this is cool this is what I'm used
to in the normal world how can happen we've not
been normal in this space and someone
comes along and it's like damn they're actually doing pretty
good with it
because I think
that a lot of people have seen
that model play out and they've
never seen it enhanced with web3
I think that to them
it either
you're gone again Chief
if you can hear us on the other account
yeah he's gone again damn man
just going off it's like right
yeah no just going off what you're saying Chief
are you back
he's not yeah I'm on this one but I gotta
come back I was just saying that it just goes off
of the narrative that people are used to stuff
that they've never been able to like participate
in or you know truly
when from that it's like
oh this is web2 that's really why I
came here is to get away from this kind
of stuff because oh they offer
me VC tokens but I got 50
bucks where's the 50 bucks
to 1000 casino
you know that's that's what I'm looking
at you know 10 grand
and 20 years for their college
no one cares about that right now
no one's caring about their kids
they don't even care about what they eat bro
so I mean I don't know it's just a little
different mindset and I feel like that's what scares people
is that it puts them back in almost
that trauma response of
fuck not again
this is what I got away from where's
the gains where's the wins
and you know you're chasing the dragon
go ahead Stephen
I just wanted to give you a
heads up Ryan Koopmans is in the audience
right now and I I know that you yesterday
wanted to speak with him about his project so
if he's able to come up
I'm sure that right now would be an awesome
time to chat about I think we got just over
or just under 24 hours left in his auction
wasn't he on your show yesterday? Yes sir
listened to it and
I guess we'll just fucking say it
Stephen's going to come aboard the TDA and
he's going to be hosting that show with the TDA
every Tuesday
I just announced it today
it's been in the background we've been talking about it but
Stephen getting on board TDA and
we're going to be hosting an art centric show
every Tuesday he's going to have crazy guests on it
and yeah it's going to happen
what do you think about that Stephen?
I'm just excited to be partnering with you guys
it's been a lot of chat back and forth
but getting the chance to cover that
pseudo blind spot
in art that we don't get a lot of
coverage on like it's going to be a blast
so every Tuesday
it's 7pm Eastern man we're looking forward to it
yeah and like
I think if to
just for the sake of time if you guys
want to listen to basically
every question I want to ask them anyways
go to Stephen's
profile and listen to the
record of Space with Ryan on it
I listened to it last night and it was
it was really good and you do a great job hosting
and I'm super bullish on you
and I only pick people
that represent the brand that I
think that kid represented in a great way
in a positive way so I'm super excited
for you being on the team and we're
going to dive more into art and your
Space yesterday was dope man like you do a really good job
so yeah go listen to that guys
it just kind of saved us time
because I have a bunch of dumb questions
and he probably doesn't want to answer the same questions
over and over again so after the show's over
go listen to Stephen's
our Spaces is on the page so I appreciate you
shouting out Ryan and I see Stephen down there
and got all the art guys here
super cool to have these people in our community
and listen to our Spaces too so
we'll talk about that more and more as
the show goes on and we're going to promote that
as the week goes on too so
you probably see that in Alice in Threads on Tuesdays and stuff
just kind of showing you guys what's going on but
kind of get back to Alpha
random just flip
Coinbase off our daily app store
downloads that's bullish we're starting to
kind of get the
with the ETFs coming out you're starting to see
like the positioning of
decentralization and more people
like the market shares are like these
decentralized exchanges are on like
I don't think that they're like on their last foot
but you're starting to see people starting to
use more decentralized
activities and if they are going to use a centralized
entity it seems like the majority
of people rather use those ETFs as
a way of getting exposure to like Bitcoin
and stuff so but that was interesting
maybe Phantom's moving because they have an
AirDrop coming and maybe that's the
reason why it's going up so crazy
but yeah I thought that was interesting
and Apple
a foldable phones
I saw Mario talk about this
this morning on one of his
man that's Mr. Stop
fell on one of these one of his
spaces and he was talking about you know Samsung already
has the foldable phone it looks like Apple
can we come out with a foldable phone here soon
and I forgot to mention this last week
that Tim Cook came on a conference
I think it was last week
and saying that they're going to do a big
initiative into AI coming this
summer so I read
between the lines and read the tea leaves
and say that you're probably going to have some
AI agent replacing Siri
sometime in July or June
which will be pretty cool instead of me
kind of using a third party app like
you know Grok or Chat GPT
I could just use Siri, ask them a question
and they'll come out with kind of the same answers
as those so having that all integrated
into Apple products would be pretty dope
look that was cool
I just missed a stop so I had a park about
15 miles away so I'm going to go run these
run these to the door real quick
Honey I think you can run that fast
we're talking about
D-Pen and
you know I've just kind of been searching
about the different D-Pen
options, protocols and projects
that are out there so far
more or less we've covered I would say
90% of them here on the show so far
I mean we've got you guys on grass
I'm going to explain to you guys about Honey
and Hive Mapper
we talked to you about Demo
we have put you guys on
the opportunities from Helium and
Mobile and just how that expansion
is going and so the only one
that wasn't on any of those lists
that I found today
or earlier today is called
so I penned it up top
in this kind of
crazed race with this
you know fake news and deep
fakes and AI or whatever
in a sense Nottle is a
way for you to snap pictures of
news and it can be used
as a way of news of anything
that you want in life and
you basically sign that that picture
is real right utilizing
blockchain technology they basically
the metadata of whether
where you're at what it is or
whatever to a wallet I know there's
a camera that kind of
does this in a sense and I think it was
based off Solana it was like 10 grand
or something but now there's an
actual app that you can go up top
sign up for the invite link
and see if you want to participate
in it I mean I'm not sure
if this one's actually worth it I haven't heard
many people talking about this in the
deep end category but maybe
because not a lot of people are
talking about this in the deep end category
you can go and farm this
and make yourself a couple of just
extra coins right and
it's in a sense quote unquote passive
income so I
would look into deep end if you're trying to do
some you know hands off
stuff that you can just add
to your daily life and if
you don't do enough daily life
to supplement your deep end
rewards then that's a problem too
so it also works as a good barometer
to get your ass up and walk around
and go farm your phone
if that makes sense so
take a lap or two a day go ahead
Yeah I just
been to the top but it was just dropped
on the Kleenasaurus
they announced like their free open edition
on Valentine's Day for the Magic Eden
Wallet so
yeah exclusively in the Magic
Eden Wallet first time ever it's going to be a
Kleeno and a little Emmy thing the
Magic Eden logo thing so
yeah just pin it up to the top and basically
if you haven't created a Magic Eden Wallet
cause yeah just farm it man
like get on it
Yeah I saw a bunch of those that were in the Magic Eden
for like open editions that gave you like multipliers for diamonds
and stuff
so yeah yeah it'll be the first one
Yeah I gotta go do that
So a little bit about games that are going live
it's all Jay, Lettuce Wriste
track of all this stuff it says Paradise Tycoon
recently released a roadmap in 2024
so many cool things coming I could certainly
try to get some coupons
they said they got a
beta snapshot on February
in January they have a
I can't read
this rewards
they got entity integration
on March they have beta
snapshot 3 on May
they have game launch in June and
beyond they have just released a roadmap
kind of just like their live play went live
I think on the
let's see
the Magnificent May 2nd edition is live test your skills
have a blast racing through our newly revamped
parkour race it's open to everyone
prize pools stacked with treasure
chests, entities, and paradise coupons
it's February 29th at 12pm UTC
you can go to
playparadicedtycoon.com
slash play to play this game
so seems like a pretty bullish game
somebody that I respect
is talking about it so probably not a bad
opportunity to go play that
another opportunity
I haven't talked about this one
let me get the kind of the
what it is
it's SA world
our SAI world
and they kind of relaunched their
quests and stuff
the other day
so complete quests, collect gold,
become worthy how it works
you head over to our landing page
at the SAASA extension
and you basically download this extension
and it basically connects
with your X account
and it's kind of cool, I've never actually seen this before
and it integrates with
X and it actually
leaves things from the timeline you can click and
possibly get whitelisted and stuff
so you connect and you
complete quests and you accumulate
gold and a lot of gift boxes to
gather 8 unique NFT fragments
so once you do these tasks
you earn points and your points
actually unlock these
items and one of the items is a
treasure chest and the treasure chest
opens and you can possibly get whitelisted
for this SA world or
you can also earn fragments
and if you earn 8 fragments that
automatically guarantees you a whitelist
so you basically complete quests
accumulate gold, unlock gift boxes and get
8 unique NFT fragments
where you are fast enough to get your code
your tickets to SA world and SAASA
is leading the way so it's kind of
kind of cool, it interacts with your
Twitter and it's like a client
in the background that you can scroll down
and there's like these little boxes that pop
up and you click it, you can also get
whitelisted to the project too
so it's kind of cool and then they have
a native token called SAE
is short for SA Energy, it's a governance
token of the SA world and
serves as a key driver to the growth of the
following activities, change survival
status as a citizen, create and publish
new application, bridging NFTs between
games and run ad campaigns
and ad distribution so this one's
just kind of
participate, complete the
task, get whitelisted and then you get the
mint and then once the mint comes out
you're probably going to be allocated the token
so I thought it was interesting, I saw
this thread yesterday and then I saw
Crypto Gorilla had a video last night
looking it down and I was like I haven't talked about it yet, I've had
this thread so I figured I'd just run it by
you guys and it's pretty cool, I've never seen
like kind of like a Google Chrome
extension that kind of
combines with your Twitter
and like Gamify's Twitter a little bit. I'd just be careful
with that, I think that that's really cool
and that's something that I thought that how
Sociify will live
is layered on top of what we already do
so I really think it's a dope idea but I'd just
be careful using my main Twitter, maybe he's a
burner or something, you know?
End up like
Meme World or Meme Land where
everybody's getting their accounts banned and shit because
they're using like things
integrated into X that's not authorized and
shit probably. Yep. So, yeah, you're probably right.
I'm printing. Yeah, but that was interesting.
I'm going to pen something else since we're doing games
and just opportunities right now. We have
Oh Baby Games, for those of you
guys that don't know, my man's been cooking in the
background with a Mario-style
style cart rider for a
and he just dropped Season
I don't know why I have to pen the Spongebob one.
So Season 2 is available
now, he has a couple
assets in there that you can purchase
in terms of just skins and
just the Season 2 pack
but I'd definitely go check it out, man.
Figure out someone who's
already playing who has codes
for you to try it out. You need one
code and then you get, I think, five codes
and you guys can just share it that way, but
I mean, it's pretty fun. It's an exact
replica of Mario Kart, but
he's just been a cracked indie dev
and been kind of cooking on games
for, I would say, what, last two years
or so and
we kind of saw this cart rider
be made, right, and
just the first iterations of it. He
partnered with Spongebob and kind of just
utilizing that IP inside
his game on an
official Epic Games store, so
it's not, it's an official licensing
deal. Just something
to keep an eye out and watch, right? So
Season 2 just started less than
10 hours ago,
12 hours ago, so
if you're interested, if you have a key, go check
Dude, have you been
keeping track, I know I talk about it all the fucking
time, and I think I'm low-key going to start
fucking just becoming a whale.
These Eigenworld NFTs,
142 NFTs.
You remember minting these back in August
Yeah, the little blocks
to 3D block things,
Yeah, they're starting to run up, dude. They're
almost at .02.
For 142k collection
at a .02 mint cost,
these are going to be
your multipliers and your token allocation
for Eigenlayer when the
token comes out. I'm almost guaranteed.
But look at the tokens
that are attached to the Barra chain
ecosystem. Those are all fucking
going crazy because why?
Because people are speculating that you get Barra
tokens for holding the NFT.
So I'm like,
Eigenlayer is going to be bigger
than Celestia, and
I think the NFTs,
it comes out that these are multipliers,
our token allocation for Eigenlayer.
I can't see these not continue
to run, and I think they're running right now because
people are speculating on it, but I think
it's low-key because it's not like popping up on
the chart, but like every day I load
on the blur and I put on the one day
changing, and these are like continue to run up.
You look at the charts, they're at like $7
like two months ago,
and now they're at $37
to $40. And so there's
two of these NFTs, actually
there's three. There's one on base, which
barely has any value. You have this one, which is
the second NFT, where you basically were able
to type in a name
or something, and it kind of
created an algorithmic block
for you. So I typed in the daily alpha
and it came out with a block structure
based off their algorithm, and then they have their
first one, which is like the creative world builders,
which is like an 80k collection.
So I think slowly accumulating
these, I have three from the mint, but
getting these NFTs and holding these,
I think these are going to be really
big multipliers for the token,
but I think once the word gets around
that these are multipliers for the token,
that these will start running up
even faster. So I could possibly see
these probably getting to maybe like 0.05,
0.06 around the time
of the launch. So
I've been on this since the fucking
very beginning, since the Reddit
time traveler came around
and was calling Eigenlayer the next
Aave. Anytime anything came out with
Eigenlayer, I'd done it. And the
NFTs, I feel like, have to be
some kind of
correlation with the token
itself. And we've seen it over and over
again. It's pretty normal right now
to see NFTs
are like NFTs, but tokens being dropped
to NFTs. And this is the very first
one, or the very first two. So
I cannot see this not being some kind
of multiplier or something for it.
So to start, I throw it out there. It's still relatively
reasonable price at 0.07, but there's
142k of these. So don't
think that they're going to go up crazy, but
they're getting a crazy amount of volume for
being that big of a collection. I was trying to do the math.
I don't know if anybody can do it. If this was
a 10k collection in it,
what would the price be?
Like if it was a 10k collection, not a
100, 142k collection,
wouldn't it be? I can't do
math that well. So I was
trying to figure that out myself. You know how people
do the math? Like if this is a 22k collection,
and we want it to be a 10k collection,
what would the floor price be by market cap?
So I was trying to figure that out yesterday.
Maybe I can, was it 0.01?
7 times 142k,
and then you divide that by 10 or something,
and that'll give you like your market cap? I don't know how it works.
I'm kind of a dumbass. But
that is how you get your
market cap. But the thing about that is
that's just, in my opinion, that's
inaccurate because things trade differently based
off of the amount of numbers they have.
You know what I'm saying? You can't
just swap it over and be like,
yeah, this is the same. Because no, because
it failed.
I'm just thinking that the reason why no one's
talking about this is because the floor price
is so low. But if it was like
a Barra, a Bong Bear that's on Barra chain
that has like a 4k collection, it's at 4e,
people would be talking about it. But
the fact that it's 142k
collection is at 0.01, I feel like people are
passing it up based off the floor price and don't
really understand it that much. But if it was
a 10k collection sitting at 2e,
everybody would be talking about this as like,
oh, you need to have this in your wallet.
No, I agree on that.
I just, I think it's the other way around
that doesn't really make sense. You know what
I was saying, so.
But I agree with you.
I'm going to probably pick some. I think I have
three. I don't know. Hopefully that those
are something. Yeah, we got three.
We got three, I think.
So, yeah, I thought I'd bring it up.
I continue to talk about Eigenlayer
daily and super bullish
on this. On this and just
trying to find as many ways to get
this token when it comes out. Because I think
it's probably going to be one of the top airdrops of
2024 is this Eigenlayer. So
trying to position myself to get the
max amount. I mean, I've been
majority of these airdrops, I'm like on the
level. Like I'm a shrimp, but
with Eigenlayer, I mean, I don't
have a lot of money. I have like a little
over an E. But like if I can
position myself with a lot of NFTs
that are 0.01,
maybe I can get a bigger airdrop than
most at stake 0.01 E.
So kind of how I was thinking about it.
But I got an
Injective. Injective has
a burn that they got going on. So 135
round Injective burn
option is set to take place in two hours.
An estimated 69,000
Injective will be burned.
And then Injective came out and they're like
these guys are hilarious. If you go to their page,
they say, the
fastest blockchain for finance with the
lowest fees backed by Binance and Mark
Cuban. So these guys are funny.
But they also
have talked
about how
we are not ready for February with Injective.
Which, I don't know, I've been kind of
being a little more bearish on Injective
to basically staking on validators.
And I don't really see the ROI
on that. It kind of seems like I've been waiting a lot longer
than I expected.
But they came out 19 hours ago
and said, you are not ready for what's about to launch
on Injective ecosystem this month. So
I'll probably give them another month and hopefully
they kind of hint at maybe some airdrops
or something. But yeah, I have
a lot of my Injective
and Celestia staked in my Kepler wallet
waiting for these airdrops, you know.
So I thought that was something.
Dude, that little standard shit that I did
for the Eagle layer restaking,
that shit's nice. I'm not even going to lie
to you, dude. I mean, I'm already up to yesterday.
I told you the show's at 17
Eagle layer points. I'm already at 40.
And, you know,
so, damn near two times
in 24 hours, a little bit over.
So I'm going to, we'll see
how it works, dude, and hopefully get that double
staking going. So
do you get swell points? Is that what
it was? Like it was just a different double
staking method that we did?
Yeah, I get, they're called
So for staking with swell,
you get these pearls
and then they had like a multiplier
that you would get if you were to stake with them
while the caps are open. So I think I got
2x pearls just for
staking in the swell pool.
So I think I have, I think I had 80
before and I think I have
like 160 right now
pearls. And those are apparently going to be
one-to-one allocation to their token
when it launches. So it's a double
whammy. What are you wearing? Stride?
Is that where you're in? Strider?
I think I see.
Strider or something like that. So yeah,
I mean you restaked and you got
but it uses
something different.
Like the actual staking mechanism.
I think Strider's the platform that
allows you to multi-stake in different spots.
what I did was like kelp
now, kelper now
or something like that is what's actually
that was a multiplier. Yeah, that's what I'm doing.
So that's, I used Strider
to locate and basically restake
inside kelp down.
Yup, yup, yup.
And drift protocol
I was telling you guys about trading
on drift right around when Gito dropped
when everybody was going crazy.
Saying that they're going to be having an airdrop
you should use drift protocol as like
a platform to long and short
and then 14 hours ago they
basically confirmed that drifter trader points
are in full swing. Another 2 million
points will be distributed this week. The team
has been hard working and actively
listening to your feedback. This thread will provide
clarity on the program and activities that earn
the most points. They say
why drift points? Drift is the goal to provide
world class trading experience.
Blah blah blah. Coin provide incentives
to market makers and liquidity
providers to supercharge liquidity
on exchange, giving
traders fast and fair fills.
What activities earn points?
Drift is a trading platform meaning that the
program will word you for providing liquidity
on the order book, DLPs, perps
and spot trading. The program is designed
to be a civil resistance. That's another
civil resistance. We're going to hear that
more and more often. That's why I think a lot of these airdrops
are using NFT projects because
they're sick of bots. They don't want to give
tokens to bots. So they're trying to find other ways
to find the real people
that actually want to hold this token and not dump it
instantly. So the program is designed to be civil resistant
regarding real drifters and
take your percentage. Take your fees
paid as a percentage
of total weekly fees. 1.25
million maker liquidity
and volume. More about market maker
rewards distribution in their kind of
mere article. So they basically
points, UI, update, points history
has now been added to the UI. Be able to see
your trading volume for each point drop period
and how it correlates with your points
earned. You can view this any time
and it will be updated with every points drop.
So they have OG points.
OG points reward your past activity
from drif's inception up to
the beginning of the points program
at January 22. OG points
will be distributed after the points program. Don't worry
we've taken a snapshot. So what
will, what will, what past activities will be
rewarded. Insurance funds, deposits,
borrow lending, superstakers, and soul. But
here's the thread. You are interested in drift.
I've been using drift just because I knew this
was coming and you're going to get
dropped. So get as many points as you can
and you definitely if you don't have
a longer trading
exchange, like if Kucoin
you know said you can't, you need to find one
like use safe leverage
like two to three X's if you're looking at
charts and it's like a bullish pendant
and you think it goes up, it's not bad
to just maybe two or three X that
and make a little more than you would just spot buying.
So I think this one's quick
it's fast. It's built on Solana. It's really easy
to use and I really enjoy
participating on it. They have limited
perps. They got like Jupiter,
Celestia, Pith
they got a lot of soul ones and then they got
some ones like, I forget all of them
but they got like BTC and other pairs but
they probably have like 20 to 25 pairs
so if you're looking to like
long like WIF
or something, I don't know, just some
random shitcoin. This isn't your, this isn't the
one that you want to be using. These are more like top
100, top 200 coins that are on drift protocol.
Continue to use it. You're gonna
need a VPN.
No, I'm just learning a little bit more
about that, that 404 as people are
talking about it and I guess the
easiest way to explain the 404 is
if that makes
any sense, right? So
ideally it is a
attached to a set of tokens
that can be traded
on a DEX.
I thought, when I first heard it, I thought it was like
atomicals. That's what I thought about it
but I guess it is like
Yeah, it's a JPG and tokens attached
that can be traded on a DEX
as an actual
shitcoin.
So, GG's.
Yeah, and they,
forget the podcast
style or something. It's called Blockmates. They had
the founder of the ERC 404
standard in there.
And he basically says that there's an influential
person that's stopping everything they're doing
and just joined the team.
So, I think there's gonna be more updates in that
kind of announcement coming out and I think that 404
is just getting started. If you're gonna have
influential people building this standard out
and trying to integrate it into like Web3 Gaming,
I still think there's more to do here
than just this Pandora box and
I personally am speculating that person as
free lunch capital because this has to do with
like fractionalizing NFTs
and I think this could be something that a like flooring
port protocol could possibly build on
top of. So, I actually think the person that
joined the
ERC 404 team was actually
free lunch capital. I think that that's right
but I don't, it's not necessarily
fractionalizing, it's just attaching tokens
to them as well. So, you're fractionalizing
the distribution of token.
Did he die?
It was a good run. It was a good run there
Chief. I think that was the longest time you've been on stage
about this 15 to 20 minute period
so cycle you in and cycle you out.
Did you get a,
is my pin up there yet? Okay so
projects are up there, there's a list of
projects that are on 404
and that are up
and coming. I know that X yesterday
mentioned like Vianons or something like
that. Well, here's some more for you
guys to check out and see.
Yeah, if you
guys are interested in this, it's in a sense
fractionalizing the token distribution
not the JPEG. So, you
get a JPEG and tokens.
it is complicated
and I think that's where the money making opportunity
is. Like the people that understand make the
money and that's why I'm kind of like saying
alright, what's next? Yeah, 404 is here
but a blast is coming out, I think
on the 20th to unlock and there's just gonna
be a release of products
and NFTs and shitcoins on that
and the people that realize that
and can dissect that information
the quickest are the ones that make the most money
on blast in the next few weeks. So,
definitely start doing your research on NFTs that are
I put a link up here from
NFTs. They're probably those DEXs will probably
you know, you participate and you earn more
blast points for more blast tokens. I don't know how
it's gonna work but you guys definitely need to be
if you're gonna be making
a lot of money, you have to dissect
the information and try to capitalize
on it before everybody else figures it out
or understands it. So, 404 is
super complicated but if you can figure
it out, I mean obviously the people that figured out
on Saturday and bought a Pandora's
box, they're at 6th
right now. So, they're 6th
in profit for understanding something quicker than everybody
else. So, there is an incentive for that.
So, gotta continue
to learn in this space. What up, Ben?
What's up, bro?
Yeah, bro, these
staking things are crazy right now
and yeah, you were
talking before about these
strategies in between like
the Aegon layer and all
these different airdrops. I definitely
believe that there are
certain protocols that are
more capital intensive than others
so I agree with you on that.
It does make sense to
try and diversify based on
our own profiles. But
yeah, in regards to this 404,
man, yo, this thing is perfect for
DJs. It sounds
amazing, man. The ability
to leverage both
the RC20 standards
so that you can trade on liquidity pools
on Uniswap and all of that
and at the same time, you
leverage NFTs
because they give you this marketing
power or community building power
that only shitcoins don't give you.
You know, it's
dope, man, and yeah, it's
an interesting comparison with Flooring
Protocol because what
Flooring is doing right now, they
are choosing collections that
they decide to vault
there and when you vault
an NFT from a collection, they give
you these U-tokens for that
specific collection. And when you
get 1 million U-tokens, you can redeem
a random NFT from that collection
unless you got this
safe box key, whatever
that enables you to redeem
the same NFT that you vaulted.
with that, it brings a lot
of complications, especially
for DGen projects
still dependent on people to
go and put up their U-tokens
and order
money on different pools
such as on Flooring
Protocol or Wasabi to do shorting
and longing, right? But
now, with this 404
since everything is an NFT
and a shitter at the same time off
RIP, I think it makes
everything easier and
it brings less entropy for
that whole degeneracy, right? Because
now you don't need people
actually wanting to support
these collections on platforms like
Flooring because Flooring supports less than
25, right? So,
yeah, I think there is just
more value when things don't
have this
barrier to entry
but at the same time it can become
more dangerous but I guess
it just comes with the new meta, right?
I would say, Ben, I mean
I agree and I disagree to a certain
extent. I feel like it levels the
playing field in a sense
of stripping everything
down to the core level of being
a non-fungible token.
But that's a double-edged sword because
now if my
let's just, my gold
pudgy seals
comes with the same
hundred tokens that
your helmet had pudgy
seal, then
how do we trade that differently? Or where's
the arbitrage
in the trait value?
You see what I'm saying? You now start to
learn these different
intricacies
that traditional
shit-coining doesn't have
and I think can potentially
lead to a little bit
more confusion. Now, ultimately
if you start allocating
different amount of coins based off
of trades and stuff like that, so
now it's like another
level of gamification
right? But I think that that
now depends on
product creation, the
brain behind the gamification
and the tokenomics because
a lot of these things work because
they're simple. When you start
doing all of these gamified
loops and if everything isn't
synced off correctly, this runs
and works once and after
that it's over.
Or not even that, it's a couple weeks and then it's over
and so that's the biggest
problem with all these intricate
layers of gamification is that
we've seen two, three
mines in the last four years
that have done it pretty fucking well
and no one else has gotten close
and so I don't know. I like
the idea but I also
understand it from a technical's perspective
of it changes the psychology
of trading the token and who you're
trading against.
Yeah, I think
that's crazy
because it also opens up the
discussion on collectability,
how collectability
happens on the
standard because when you go
and you decide to
go over another,
yeah, your
commitment is to that specific
budget, right? Like you're paying over
the floor price, you're getting a top 1%,
top 5%, whatever you're
going for, right? And with
this token standard, since
you get the NFT
minted and burned from your
wallet, depending on how you're trading
these ERC20 tokens,
it's a bit weird. I'm not
sure if the current
features of this standard
are supporting these different
collectability aspects because
you start having all these nuanced
conversations of what happens,
like imagine you buy
one token, I buy 1 million tokens,
I get a common and you get a rare
NFT. How do we solve this
problem, right? So, I don't
know. Yeah, it's just interesting. I think it will
be wild. To be honest, I'm not
sure if it
will become
simpler before we're getting adopted.
I think the best route for that is to not have it pegged,
right? To ultimately
have them be two separate
arbitrary value
systems to offset
each other. So, you can get a
floorboy, but he has
a vault attached to
him that's worth 10K tokens.
Or you can get a super rare
and you just got shitty luck
and you only got 10 tokens.
We saw NIO Tokyo do this,
obviously split up,
not all in one.
I don't know if it's better to do
it split up the way that they did, right?
Allocate land first, allocate
a vault, allocate the
character, and then kind of build your
class and lore that way. Or
if now, since we have the ability to
through smart contracts to put it all
together, ultimately that's
going to change the landscape of how things
move, how things trade.
I think with
the rarity part, Chief, the fact that
I think with this ERC-404,
they have a mint
and a gachapon
function in there where
if you don't like the rarity,
you can re-roll it
and burn the NFT
over and over again to get different rarities.
Yeah, so why would you buy on secondary if all
the tokens that are allocated are also
the same? That's what I'm saying, they should be
split. Maybe you get more tokens, because
if you can go and get your rare
or whatever you think is rare
yourself, then that's just the secondary
is going to trade less like an NFT
and more like a coin in my opinion.
I think that's what they're doing
with the pandors, the red
boxes are the rare ones, so people
that get the other colors
keep re-rolling to get the rare,
to get the red box
that is the most valuable.
So I think that's what a lot of people were doing on
Saturday, was that they're minting these, and then if
they didn't get the red box, they would re-roll it
and burn the NFT until they got red ones.
It's like how this whole strategy
started off, from my understanding.
It's pretty interesting.
It's an interesting token standard
and like you said, it's like CBRC20
or CBRC20, I think that's what it is.
But that was interesting
and up here,
just kind of everything that went
on today, there's some big
events, some of these things we've already talked about.
So the SEC delays decision on
Envesco's Ethereum ETF,
signing concern over Ethereum's proof-of-stake
potential fraud risk. MicroStrategy
bought 85 Bitcoin,
850 Bitcoin for
$37 million in January, now holding
over 190,000
Bitcoin. Treasury Secretary
urges Congress for
crypto legislation seeking
federal oversight over stablecoins
to protect against digital asset
risk. FTX and Alameda
moved $39 million to exchanges
and 37 days of misrestructuring efforts
and plan to repay customers.
That's about it, man.
Oh, Hedera,
Hedera, where's fucking patches
when you need them? Announces a five-year
agreement valued at $250 million
with Saudi Ministry of Investment.
I know that we've been kind of talking about the
UAE and this kind of
that part of the country kind of getting
into crypto and kind of waiting for regulation.
They just invested
$250 million in Hedera.
They basically
hung out all the ordinal spaces,
tried to recruit MFers
for like six months and then
vanished when they realized that no one gave a fuck
about Hedera.
I mean, we're in the same position.
It's just kind of wild.
Yep, yep.
Golden, you have anything before we
end, my guy? What's up, man? You rarely
come on stage, so I figured I probably wanted to
bring some value or something. Sure, I'll try.
Pandora stuff,
I would just caution
people that, do you guys
know who the founder of it is, right?
Or the dev behind it?
Do people know?
No, I don't. Go ahead.
Well, the guy's name
is Control.
Oh, yeah.
You're fine.
Yeah, I would highly recommend that
before you buy into the
ecosystem that you look into the guy's
he's not the most reliable person
by all accounts
from people I trust. He's done some
pretty shitty things in the past.
He's associated himself with
some pretty unsavory individuals.
I'm not saying he's unique
in that respect, but also
talking to play a whataboutism game at the same
I would just be very cautious
honestly with holding anything in the ecosystem
because it could probably
fall apart any second
and I wouldn't be surprised if he
exited in the near future.
The technology may be
cool, but
the person running
your ship,
I would be very
cautious if you were
Golden, have you listened to the Blockmates
YouTube where they actually
interviewed the founder of the...
Is it the same guy?
I think so.
I don't think he said his name, but now that you said it,
when I was listening to the podcast,
the red flags are popping up.
Oh, we just decided to do this on Saturday.
We've done multiple other projects.
What other projects have you done, my guy?
What are you running for?
Do you sound like he was super coked up or on Adderall?
The thing is that
all the devs were sleeping and he was the only one awake.
So I'm guessing if he's the only one awake, he probably was doped up on Adderall.
So every time I've heard him speak, and this is not like
a personal attack, but like
if I want to put my money in someone's hand,
I'd rather not.
He sounded like he's cracked up every single
time I've heard him speak, and I've heard him speak
in multiple different venues, including
the Malady Village voice chat
where people, you know, a couple
months ago. He's not a well-liked
dude within the Malady community.
He's not even, he's not just well-liked, he's not respected
across the board.
yeah, I just don't, I just have this
feeling like, okay, the technology might
work if this particular project isn't going to end well.
If you're in, you made a profit,
good for you.
I'm not salty, I just, when someone
said, hey, do you want, hey,
you're going to invent this, and
they said, this guy's involved, I said,
absolutely not.
So, I just
know too many things about him
in his past. Also, check
out Raid Party, he was involved in that too.
That's another one.
He did the Ben Dot Eth, the orange badge
thing, remember all that stuff? Same dude.
jumped ship pretty quick, associates with bad
characters.
I also heard that he kind of just ripped off this
technology, this idea from someone
else. So,
It seems like they have like a
team ready to pounce on opportunities.
Like, it's like, oh, our team
figured this out, and we all came
together on Saturday and dropped it. So like
to have like that amount
of people ready to dive, like six or seven
people, it seems like they kind of moved
to niche the niche, kind of like a strategy.
That would make a lot of sense
and would be consistent with my understanding.
Again, he's never personally
wronged me, I'm not going to judge his character.
Although I said things like, he always
sounds like he's coked up, well he does.
And so, I'd rather put my money in someone who sounds
a little bit more stable when communicating
their thesis or why they're doing
certain things. But,
people don't know these things, they just
see an 80 floor in OpenSea or whatever
and they're like, oh my god, this is a great new technology.
I'm like, I don't know if
you know what I know.
True, true that. Yeah, we always
got to be cautious of the people behind
the project and stuff like that.
If you guys want to watch the YouTube,
it's B-L-O-C
and then Mates.
It's a pretty good podcast. They had him
on like Saturday when this all
was going down and there was definitely
some red flags that came up and I was just trying
to learn about it. So, I was like, why not listen to these guys
kind of articulate it and
it was pretty hard for me to
even understand it after listening to it.
But, if you guys want to get a bigger deep dive, that's a pretty good
podcast to listen to. Let's go to Stephen and then
Trill and then we'll wrap up the show. Go ahead, Stephen.
Yeah, so, honestly,
you kind of surprised me earlier. I didn't expect
you were going to make the announcement today. So, I quickly
put together a little announcement
tweet. I'm going to pin it up to the top and
share a little other piece with you guys real quick
about next week's show.
Because next week is the first
episode of Color Commentary
where we've officially
partnered. I decided to line up
a pretty special guest. So, we've got
Harvey Rayner dropping by. He's
a very popular generative artist
over on Ethereum
and we've got the early scoop on
his new collection that's coming to Ordinals
called ChatFucker. So, it's going to be
a really exciting one. I'm very
very very glad that he's able to join
us. Yo, what's it called?
What? It's called ChatFucker.
C-H-A-T-F-U-K-R.
honestly a really cool collection.
It reminds me a lot of Gabe Weiss's
Picasso-esque work.
So, to me,
seeing a generative art go in that direction is
going to be really cool and it's kind of a riff
on everything that's going on with the degeneracy
in our space. So, it'll be a
lot of fun to talk about it, but you can
set a reminder for that now. I just
thought I would share that and pin it up off for you.
Yes, sir. Just
might as well throw our nuts on the table and let everybody
know that Steve has joined the TDA team
and it's going to be great. The dude does a great
fucking job and if TDA
is hosting, then you know it's quality
and you're not wasting your time. You can tell he's sophisticated
because look at his suit and his haircut.
So, you know it's going to be great.
Oh, he's beautiful. He's beautiful. He's a
beautiful Chad. I'm sure he has like six
or seven kids. Go
ahead, Trill.
Um, yeah.
Just a reminder, this is about
the closest show out. We have ordinal eggs
in about 45 minutes, so if you want
through the TDA, you should be on
it and it is over-allocated, so
just throwing that reminder out so you have
your wallet ready at
2 o'clock, 1 p.m. and yes, Steve.
Damn, dude. This is forever. I tried to connect
before the show to see if I could close it out
and I couldn't do it, so
let me see if it works.
But other than that, guys,
end up to the top, the current
giveaway and our sponsor.
Oh, it is working. Let's see.
All right, cool. Appreciate everyone
that paired with us with this, man.
Elon, shout out to you. Your team
sucks. Fixed spaces for desktop.
You know what I'm saying? Not all
of us use phones. Other than
that, guys, the TDA is sponsored
by I'm So.
Pinned up top is a current
giveaway. Chris has mentioned that there's over
$3,000 in prizes for
the game.
I'm So is a
cross-chain
ecosystem being
developed with an infrastructure
focus utilizing
Solana and Bitcoin and
having Evolve as the primary
currency and token to power
the whole ecosystem. Currently,
Evolve is running and
it is what guides
the endless runner along with four
different mini games that are coming out
by the end of the month. We get to
learn a little bit more about the I'm So
ecosystem throughout these next couple of weeks
and then as we progress into
Bitmap Valley and more
of the ordinal side, we can see where
both of the crossover is
between the Solana and the
Bitcoin side. So shout out to Chris
for sponsoring the TDA, guys.
I want to just do a little housekeeping on that
end. If you're in the Discord, make sure you
guys are up to date and following
the instructions when it comes down to any giveaways
or anything that Trill asks you to do.
We will be revamping the Discord and kind
of just making it look a little bit better,
adding perms, doing
just a whole little, you know, revamp
in general and see
how far it goes and how long
you guys play in the playground because last
time I lasted like a week
and no one came back. So it's cool.
We're going to try again.
Other than that,
we do this Tuesday through Saturday,
9.45 to about
12, 12.30 central.
It's TDA or Stay Poor.
You guys be on the lookout for Alice's
Threat. That's coming up.
And then we're also
as we add Steven and all the
rest of our awesome creators that
have been helping us out
here at the TDA and that also have their own
I think I've made it.
Yeah, you almost made it, bro.
There you go. So TDA or Stay Poor,
you guys be safe. Have a good rest of your day.
I don't know if X is talking actually.
Are you talking? Bye.
Yeah, this shit's broken.
Yeah, TDA or Stay Poor does all your money.
Okay, shut it down.