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THE DAILY ALPHA♻️
Recorded: May 14, 2024 Duration: 2:12:52Space Recording
Full Transcription
How was your weekend?
What's up?
What up, GM?
What's up?
What's up?
What's up?
It's been a crazy one, bro.
It's been fun.
It's been fun and crazy, yeah.
Got a lot of things to talk about.
So, my son went to daycare last week for the first time, and doesn't hang out with a lot
of kids.
He got sick.
He got a stomach issue.
He got rid of that stomach issue and gave it to me.
So, I was like, it's like one of those things where you eat and it basically just goes right
through you within like an hour.
So, it's been an interesting weekend for me just trying to deal with this.
But we had Roaring Kitty come back to the timeline.
So, that's pretty bullish.
You remember who Roaring Kitty is?
I know a lot of people are overreacting to it, but I think it's a pretty big deal, man.
Oh, yeah, dude.
I mean, that was a great period.
That's what kind of brought a lot of us even into this or started getting a lot of us dabbling,
right?
And it was just cool because like if you've seen just the movie in general, right?
And it's one of those things that I watched it with my girl.
And so, I was able to actually like share what's going on and have someone that understands
the level of excitement and shit, you know?
That's something new for me that was definitely dope.
Oh, yeah, man.
It's like sort of Roaring Kitty was like kind of like this resistance character.
You know, what typically happens – oh, fuck.
I – sorry, guys.
I taped this up earlier and it's just coming out the other side.
I'm going to flip it over.
Sorry.
It's a table.
So, you know, we all know kind of what happened with GameStop.
And if you guys don't know what happened with GameStop, I'll pin up a nice little thread
kind of breaking down what actually happened with Roaring Kitty.
If you guys are new or you don't actually know.
So, after three years off the radar, Roaring Kitty has just made a return to Twitter for
unfamiliar.
He's the catalyst behind GameStop short squeeze and skyrocket GME shares in early 21, starting
with an investment around 100K in GME call options.
He turned that into a staggering 50 million within months, cementing his status as a legend
of speculative trading.
Following his recent tweets, GameStop's stock has surged, triggering a trade halt due to
high volatility.
It seems Roaring Kitty has a significant impact on the market.
Now, altcoins with GME tags are beginning to soar given the unrestricted nature of cryptocurrencies,
unlike stocks might actually see altcoins continue to rise in the coming days.
What happened in 2021 in chronological order?
GameStop short squeeze.
The hype of meme coins began, new highs for BTC, and then start of altcoin season.
Another narrative for 2024.
Let's see if it happens.
So, kind of, you know, how hedge funds, you know, typically use retail and dump on us.
And they have all their little cronies and all their little circuit breakers ready to stop
trading.
And we've already saw that this morning.
They halted trading again.
And they, so, you know, this is all rigged for the hedge funds and institutions to continue
to dump on retail and kind of giving the power to the people with that kind of short squeeze
we saw back in 2021 and saying, hey, these people are, you know, over leveraged.
And if we can all come together, we can probably do something with this.
And that's kind of what happened in 2021.
And now we're kind of seeing the same development in crypto kind of happen that happened with
these hedge funds back in 21, where we saw this with Eigenlayer and a bunch of airdrops
is that VCs use retail to dump on us.
And how do they do it?
Well, they get in hella early.
Um, they get in early rounds and then when they go public, they have such a low float
of tokens, um, to go around and have these unlock periods.
So what typically happens is, you know, there's not a lot of tokens that are on the market.
They pump up the price and then they dump it on retail's heads.
Uh, once the token goes live and it's kind of similar to what we got going on, uh, where
we had going on in 2021.
So I think maybe people that follow Roaring Kitty could come to a conclusion and say,
Hey, man, we would be way more richer if this thing wasn't rigged and they had these circuit
breakers to shut off, you know, the stock trading.
Maybe we should come to crypto.
And I think what we're all getting savvy, savvy too, is, you know, these VCs dumping on
us and what's the one way to say, fuck the VCs is actually start trading meme coins, um,
because they can't get into meme coins.
Cause it's not like they could go to, you know, their, their head of operations and, and
give them some kind of summary of why they should be investing millions and billions into
this meme coin.
Like, so I think us as kind of like a resistance to what's been going on with these VCs have
chose meme coins over like these products that are like supposedly revolutionary because all
these tokens are tied up and, and used to dump on us.
So what I think has happened is kind of like this change in the market where people are like,
fuck the technology.
We know that you guys, you're going to rigging this game through unlocks and, and cliffs and
all this shit.
We're going to choose meme coins because you can't get in and we're going to make our
money that way.
So I think, I mean, this could just be a flash in the pan and when we, you know, this roaring
kitty thing, we might not be talking to tomorrow, or this could be the start of kind of like,
not saying a revolution, but more of like a way to be more resistance to the current structure
of how VCs and hedge funds treat people like us retail and finding avenues to combat those
people.
So I don't know, man.
I think like we've started to see meme coins pop up like kitty.
We have a GME already going.
So I'm just like, this could start like kind of like a resistance movement, even going into
the political, political elections.
You know, a lot of people could like, we could start galvanizing and actually start like,
Hey, let's like not invest in Eigenlayer.
Let's invest in with instead.
And like, maybe as a web three community, we could, you know, start picking coins that
are more, you know, stick it to the man and uplift us instead of always constantly being
like shat on by VCs and getting dumped on.
So, well, it's like this, that G, the GME run, right.
It was one of the things that ultimately showed us what can happen, what can't happen.
And it was a lot of people's first taste, right.
So there's a lot of benefits to this, to where I think that if we do have something similar
in terms of just, uh, attraction to getting involved, um, that definitely this is going
to attract new people, right.
And we're going to have new participants in the market thinking that it's a GME run again.
And, you know, eventually some of those will stay left over like collateral and in a sense
will kind of bring us that new wave of people, or at least some of them that we've been kind
of hoping and praying for.
So, yeah, I agree.
Cause like a lot of people, you know, we're in kitties back.
He tweeted, you know, that posture forward post.
I bet that activated a lot of the people we talked about, like a lost generation of people
that, you know, back in 21, 2020, uh, investing was trendy and hot and cool.
And all the cool people were doing it and they kind of left, right.
Like we, we see that constantly, you know, when we talk to people on the streets, they,
they kind of poo poo cryptocurrency, you know, maybe seeing this happen all over again with
GME and them halting the trading of stocks.
Maybe that's like the last straw for some of these people and activate them.
Like, all right, what's the solution?
This it's obviously crypto because crypto trades 24 hours a day.
There are no light, there are no switches to turn off your GME.
Just think how much, you know, if there was a GME ticker or maybe a cryptocurrency associated
to the GameStop and that's what Rory Kitty got in.
Like those people would be way more richer right now than they would be with the stock
because they, they halted trading.
So like, I don't know.
I think that crypto is the solution.
It'd be interesting if maybe this happening again could possibly activate those people,
you know, in those wall street bets and stuff in back into crypto, because there
aren't those regulations and those, and those stop points to keep you from printing if you
are retail.
So, and I mean, he did that.
There's a lot of that, right?
For one, uh, he, he kind of did that subliminal message where it seems like it's an ETH symbol.
And I'm trying to think of any kind of association with that.
Maybe it's due to, you know, people calling ETH the security now out of the blue and whatnot,
you know, in that sense.
Uh, there's also the rumors of the account being sold about what, like 70 days ago, two or three
months ago.
So I didn't hear that rumor.
Is that true?
Yeah.
That would put a big fucking, well, that's what a lot of people are saying was sold about,
uh, 60 days ago, 70 days ago for 450 K.
Um, I don't know how true it is.
You had poly market come out and say that they facilitated the trade.
Uh, so we don't know, you know, the extent of that, but I mean, it's interesting, right?
Just the fact that you can kind of move markets in a sense, and now you're using like video
lines.
So very, very kind of incognito pushing, so to speak, but I don't know.
I mean, it could be fake.
It could be real.
I like the fact that it's that rising tide pushing all of us in a sense up and just bringing
the new participants for that revolution aspect, right?
And yes, I do, dude.
Uh, I think, let me see if I have it in my bookmarks.
I thought I saved it.
Uh, Robin Hood basically pegged trading to 20% of the closing price.
I don't know if you saw that.
So basically, any trading that occurred overnight would basically be pegged 20% to the price
that it actually closed on the previous day to avoid any kind of crazy, you know, just
take off, so to speak.
Yeah, I mean, I think when we're looking for memes, if this does become some kind of
movement, I mean, last cycle, it was ETH.
I think that Solana has kind of submitted itself as the place for meme coins.
So, you know, last time with GME, when it went ballistic, a lot of the profits cycled
into Doge.
Um, I wonder if this cycle happens, if maybe some of the profits actually cycle into this
cycle's Doge on Solana, which is Whiff.
So maybe getting some Whiff here, maybe like being curious of where this like profits of
some of this stuff does go once it does, if there are, even though if it does happen.
So maybe Whiff, but also I think when we're trying to find the coins for like this, like
maybe this cycle that might happen with this kind of like resistance to like fuck the VCs,
like finding things that have, you know, Solana culture in around it.
Maybe like, you know, Phil, or what is his name?
Keith Gill with hat.
I know, you know, like the Elizabeth Warren's one and the, and the Trump and the Bowdoin
ones are the Trump and Bowdoin ones that have that like kind of derp character.
I saw this morning, there's one called Keith Gill.
That's kind of, uh, reminds me of that character.
There's also one called Game Stamp, which, you know, we've seen the changing of, of like
letters and stuff.
That kind of makes me interesting of that.
And just kind of looking at which kind of coins are getting the most engagement, um,
with this kind of Roaring Kitty comeback.
Um, obviously I've been, I could track this stuff.
So Roaring Kitty, K Soul, that's the top one.
Um, AMC on Soul, Keith Gill.
That's another one.
Um, Selfie Dog on Soul.
I don't know if that has anything to do with, but yeah, Roaring Kitty, Soul, AMC on Soul,
and Keith Gill are the top kind of trending, uh, Twitter pages.
Uh, so I would imagine those are kind of the ones that people are looking at the most.
So I'll pin those up.
Not saying buy them.
I'm just giving you guys, you know, I'm using tools.
I'm showing you what's actually getting the engagement.
Um, so here's, here's a few of them.
Um, I'll just pin up like the first pin.
If there's a pin post, I'm not going to say it's going to, it has typically the token
address in the bio.
So these are the kind of the stuff that, you know, is getting the most engagement.
It could possibly be the trades that you're looking for.
Um, here's the one called Keith Gill.
Um, K I T H G I L is kind of the ticker.
So those are kind of ones that I'm looking at.
Uh, I haven't gotten into anything, but I definitely can possibly see, maybe see this
GME one, uh, GME, uh, on Soul possibly take off in this kid.
I mean, we're in a cat meta right now.
Kitty on Soul, like that's a perfect combination of two metas, which, you know, Roaring Kitty
and the Kitty meta and the cat meta on Soul.
So maybe, uh, that's kind of the play you want to be getting into.
So it's all that last night and over yesterday.
And it is pretty exciting.
Maybe it starts a meta.
Maybe we're not even talking about it a week from now, but if this turns into something,
you know, you could possibly see a whole brand new meta start on Soul.
So just throwing it out there.
And, uh, yeah, it's been pretty interesting, uh, 24 hours, 48 hours since he's came back.
Have you, uh, been buying or trading anything over the weekend, chief?
What have you been getting into, man?
No, I mean, I'm just positioning, uh, like ordinal plays the long and steady.
I was sitting here thinking about that shit.
And, you know, like to me, just trying to trade in the Bitcoin ecosystem is more or less, uh,
playing chess, right?
In a sense, you're, you're not going to win, claim a piece, take profit, so to speak, maybe
not for three or four moves.
So it's always good to position yourself, you know, especially in these low times to where
you can see the board a little bit more clearly and kind of, you know, set up for the next kind
of leg up.
And that's just what I've been doing.
I've been buying a lot of commoners.
I've been seeing them catch a bid.
I think that they hit a bottom, right?
Um, they had a lot of hype at one point in time as a, the first bring your own rare sat,
uh, mint.
It's starting to get more and more popular now, just that mechanic as well.
Billy's doing it with Gabe Weiss.
Uh, and we have a couple other instances of people doing the whole bring your own rare sat,
right?
Um, boozy with, uh, counterfeit.
So I'm just looking at the, the narratives that have been prevalent in Bitcoin, which
are the first is first kind of thing.
Right.
And then just the fact that in my opinion, that chart looks more or less bottomed out.
So I've just been bidding commoners whenever I can and whenever I see them, uh, same thing
with, uh, Cubs and, um, tinies, right?
Like I said, uh, my thesis on that is those are just two of the, uh, biggest ego and, uh,
out here, you know, in the trenches and methods that we got.
Uh, and so just the sheer fact of being quote unquote under mint, uh, is enough that I know
that that's killing them for conversation.
So I'm going to take advantage of that and, you know, really just double down on those
people that I know will be here for whenever three, four moves down the line.
And it's my turn to move on the chessboard.
You know, these pieces are there ready to go and I'm not scrambling, uh, trying to, you
know, get some burger money off of simple moves.
So a hundred percent.
And, you know, that's one thing, you know, like just going back to kind of, I think soul
and base are possibly where the, the top meme coins might, uh, herald for this kind of
resistance movement that Roaring Kitty's, um, piling up.
But like when we came into Bitcoin, a lot of people were, you know, BRC20, some of those
swamp spaces were like, this is, you know, BRC20s and these coins that are on Bitcoin are
anti-VC because there's no way that VCs can get ahold.
And if they, you know, if say gate.io or Kraken wants to list this stuff, they have to buy
it from us.
So maybe, you know, if this becomes kind of like a meta, maybe runes and BRC20s and tap
protocol tokens might be a vector of choice because, uh, it's, it's kind of counter VC
where, you know, if someone does want this, you know, there are pre-mines, obviously you
could give some of those to VCs if you want it.
But typically, you know, this stuff is, you know, community ran, grassroots led, and it
kind of has a narrative of like anti, you know, establishment into it.
So maybe, you know, maybe runes make a comeback based off this kind of, this resistance meta that
could be popping up with Roaring Kitty comeback.
I don't know, so I was just thinking about that too, man, like there's a lot of avenues
and, um, to, to kind of play this.
So yeah, it's been an interesting week.
And then, uh, tonight, or I think today we had, was it, we had some kind of inflation
score.
I think tomorrow we get like, uh, consumer inflation.
Um, yeah, we had PPI today.
PPI.
I think tomorrow we get, uh, CPI.
Yeah.
So, so that's gonna be interesting.
Uh, like looking at the charts for Bitcoin, we kind of like, uh, building a bull flag here.
So the charts look like we could possibly go up off the news.
Um, but you know, I'm thinking that if we get like above expectations, we could probably
like bottom, we could go lower.
So I think I'm looking at 3.4% inflation as kind of, if we're at 3.4 below, I can see
the market going up.
If we go like 3.5 and higher expected, I could possibly see the market dump into like inflation
being higher than usual.
So the market's setting up, the charts look like we're going to pump.
And typically when it looks that way, it's priced in because some people know something
about what Jerome Powell or maybe the, whatever the CPI is going to come out tomorrow.
But if it is above expected, I would imagine we break down and maybe it's like a bakeout,
but you know, everything's looking like we should be breaking out here.
So I guess we just got to wait till tomorrow and see what the news is.
CPI up, CPI down 3.4% is about like buy or sell right there.
Long or short, you know, upper, you know, are you going to go long it?
Are you going to go under or over?
I'm going to say that it's 3.4% on the dot and the market really doesn't know what to
do, but the charts look good and we go up.
So I'm going to say 3.4% tomorrow and I think we just chop and maybe we go up a little bit
into this week, but everybody's saying, you know, this is the start of a meme coin super
cycle and shit.
So I don't know, man, I really like need to get an edge in that market.
Like I really don't know what meme coins to buy.
Yeah, I could go off engagement or what people are talking about the timeline, but I always
feel like less convicted doing that.
When I come up with my own theses, it's a lot easier for me to hold instead of just like
copy trading someone or going off whatever someone else said.
So like there's so many coins and like pump.fun, I think yesterday launched like, what is it?
Over like 3,000 tokens yesterday.
So there's so many tokens flooding the market.
I don't know which one to hold.
And typically when I hold it for too long, it dumps anyways.
But like the only way you can make like masses amount of money on this shit is just like,
you know, moon or doom, like it's going to Valhalla or it's going to zero and you just
got to hold it for like longer than like two or three weeks to make any kind of money.
I typically get like chopped out on these meme coins personally, man.
There's like, I really have very small conviction on which ones I'm going to like hold.
And typically the ones I hold typically go to zero, like in the first three days.
I'm with you.
Like I go through this fucking just personal cycles of we're not going to shit coin, you
know, we're going on three years of never getting a real shit coin dub.
And then here I am moving some shit around trying to get into a shitter.
So now every single time that I want to, you know, like spend some soul, I just buy
JLP, bro.
I'm like, this is a, you know, it's a slower but guaranteed move.
I'm not going to get the dopamine hit, but, you know, just go take a dab or some shit.
I mean, I get the fun aspect of sitting there on pump fun and, you know, the in and out.
It's the same kind of thrill that, you know, I get in RBF wars, but those motherfuckers
last 10 minutes, you know, 20 minutes max.
Like we're not RBF and for fucking an hour, you know, I'll give up a meme coin and shit.
You're on like high alert in a sense, or maybe I'm just PTSD from, you know, the bear, but
on a meme coin, you're at high alert the whole time, you know, hoping that you're not getting
rugged, making sure you're at the computer, making sure that you have everything ready to
either sell, move, or do something.
So, yeah, not my cup of tea.
Definitely seems like meme coins are this cycle's NFTs.
Like, I don't know.
It just kind of seems like NFTs are dying out and everybody's super bullish on what's going
on with meme coins and not to have like an edge or I guess not have any skin in the game
I think is a mistake.
It's just like, just feel like when you hold this stuff for too long, you always get rugged,
but there's always going to be like these winners that come out of nowhere that no one
expects.
And I think that's kind of where you're going to find the winning trades.
I think maybe even like WIF, right?
I think WIF has been like proved itself to be like long and be like the meme coin of choice
on Solana could possibly, you know, even though it's at like a high market cap, wouldn't be
bad maybe getting some exposure to that.
Maybe it, like I said, maybe it does become like the doge of soul and it just continues to
go higher.
I mean, Shiba Inu got up to like $45 billion last cycle and that was on like Ethereum where
gas fees were crazy.
I think that WIF could possibly break Shiba Inu's market cap just because it's on Sol
and it's a lot easier and you're not going to have like those gas fees preventing you
from getting in and shit.
So I could see, I mean, what is it at right now?
I think it's in over a billion, it's like two or $3 billion.
If it can get to $45 billion, I think that that's logical.
I mean, if you compare it to Shiba Inu, um, Sol's version of Shiba Inu, I can see it
getting to like $45 billion.
And if this isn't a crazy cycle, I mean, it could, you know, crack fucking, it could flip
Doge, but who knows, man?
Who fucking knows?
We got Trill up here.
What's up, Trill?
Good morning.
How you been?
We got anything on the schedule this week, minting wise?
Yeah, GM, man.
Um, yeah, I wanted to talk about meme coins with you guys, but in terms of, uh, mints, I think
the main one is going to be the, um, the, what was it called?
The plague one.
Um, the anime one, Hikishi or Hikishi, I don't know how you can say it, but, um, we do have
that one on Friday.
So as the week goes by, I'll come up here and drop some, some updates, but yeah, man,
me and Chief got, got a couple more that are coming in the pipeline in terms of collabs
that, that look good.
So we mentioned a few on, on the show, so those will be coming as far as giveaways and everything
like that.
So keep, uh, you know, um, interacting with the threads and, and the, and the spaces and
you'll get a chance to win some free whitelist.
Um, cause that's all you really need to do from us.
And then also whoever's botting our discord giveaways, you know what I'm saying?
What the fuck are you doing?
Like, like we're giving these away for free.
There's no reason to bottom.
Um, I didn't know that cause I was about to talk about that too.
All you bums that hit me up in the rooms to get added to the fucking discord and none
of y'all were present and, uh, blades overview, uh, you're going to stay poor and you're going
to get banned for just being a bum.
You know what I'm saying?
Like why get in there to take advantage of shit if you're not going to take advantage
of shit.
Yeah, man.
Uh, yeah, I was letting the duplicates slide for a little bit, but I looked at our last
giveaway and there was three fucking 300 entries and there's only a hundred people in
our discord, you know what I mean?
So like, I don't know what's going on there, but you know, it's one click away for, for
clearing out all those.
So either way you're going to lose, but, but GG's for trying.
Um, so yeah, man, that, that was interesting.
Um, but going back to meme coins, uh, you know, I know you guys, um, don't actively get
on meme coins and I totally get the thesis around it, but I think, um, this cycle is, is,
is just starting and I think the biggest community that I've seen kind of start rallying, especially
like in, in the chats that they create and the people that they're looking at, um, is
MFers dude.
Like, you know, MFers are on ETH, but they've, they've kind of just jumped around like chains,
right?
Like they have their own Bitcoin, they've done the on chain on ETH, they're on all these
different types of like, you know, I feel like ways and similar to how, you know, last
cycle, it was, um, the Miladies and they were kind of the coins during the coin callers
during the bear market.
It does seem like MFers have a tight enough community still hanging around that they can
be on pump fun.
And as long as there's a solid kind of older base on these pump fun coins, um, some of them
do good.
And you saw that yesterday with like bang and bong and people are basically watching these
videos that Roaring Kitty is posting and just like focusing on one phrase or like one word
that like stands out in that video and absolutely fucking running with it.
And in reality, bro, like filling these pump fun coins are fairly easy.
Um, but it's really the after once it hits radium and it can kind of hold for, you know,
a certain market cap for a couple hours after that, man, it's, it's free reign and it can
absolutely fucking run and we're starting to see that.
So the thing with the GME and the AMC two on soul, like those have been around since
January, December time.
And those have been building solid communities for like months now.
And so they were just kind of waiting for, for, for something, a catalyst to bring it
back.
And who the fuck would have thought that Roaring Kitty would be back in that whole, I don't
know about the, the, the rumor of him selling the account.
Like that's kind of weird, especially for 450 K like this dude was sitting on, you know,
tens of millions of dollars three years ago.
So it'd be kind of weird for him to sell his account for, for jump change for what he
was holding, you know, when he had one at the top of the GME cycle.
So that would be weird, but you know, if it happens, it happens.
And obviously that'd be a huge fucking downturn and everything would kind of dump in terms
of the mean coins.
But I think it's a, it's, it's going to be a huge rally, bro.
I posted it up top where the, the kind of the rumor mill started, obviously we've seen,
um, what's that Sprodo, uh, Varen or whatever, a control with Photoshop, right?
I mean, from the Kevin Rose moons, uh, insider thing with Yuga, a lot of shit, right?
He's just been trolling nonstop and catching people.
So could be fake, right?
You never at the, we're at this point where we can't even trust really what we see with
our eyes.
Uh, thank you for blockchain, right?
Cause we can verify, but those are the pictures up top, uh, supposedly of how this conversation
went down.
Um, and then you can also see poly market or some shit like that.
Um, supposedly so that they facilitated, I don't know, but it probably is just people trolling
and fucking around, but you know, something out there that is the counter narrative to what
we got going on.
Um, yeah, man, I think it's, it's fun though, right?
Like, it's like the memes are up.
So like the trolls are going to be up, you know what I mean?
Like the meme, the meme posts are going to be up.
So, um, it's, it's cool to see.
Definitely be careful if, if you're kind of jumping in on these and I would say ride with
a group, bro.
Like, don't just be looking at it by yourself and being like, okay, this is it.
Like, um, there is definitely some good, you know, like group of people that aren't necessarily
just like pumping and dumping these.
Like they, they're generally trying to build communities around these in my mind.
So definitely don't ape into everything and just be careful of like the way express are
saying too, like you can build a thesis, but if you are kind of like on edge about it,
just, you know, I would say sit back, you know, and kind of just see.
Um, I'm going to share a little something, just kind of deviate, uh, earlier in the show,
I said, I was buying two ordinal collections that are highly undervalued.
One of those two collections actually runs, uh, the most prominent, in my opinion, mempool
sniper that's out there.
Now you got to go Christian D Y O R, but I just had confirmation that, um, they've etched
their rune and probably will be used for this actual sniper slash utilities in their platform
coming up.
So could be an allocation by just, you know, having one of the assets could explain why
the run-up is occurring, but just to throw this out there, 15.9 BTC has been facilitated
to miners directly through RBF and mempool, um, sniping from this platform itself.
So just throwing that out there, we can't spoon feed you everything, but I'll get you
close enough to where you can smell it.
Oh yeah.
Did you, uh, happen to stumble across the world PVP game yet?
That we talked about a few weeks ago and it went live.
I didn't know.
I posted it and I saw a couple of people say that they got like screwed whatever country
they picked didn't win or whatnot.
But, um, no, I haven't been keeping up.
Um, I mean, I'd love to know a little bit more about it.
You said it's similar to like risk, but on the blockchain.
Yeah, it's pretty interesting.
So you have 221 countries, I think it's 200, it's 200 something countries.
And then, um, there was 30 days, but at the end of the 30 days, you, whoever was the top
holder or the top meme coin had the ability to nuke another country of choice.
And who chooses the nuke is basically the top holder of each coin.
Um, they basically made some, um, some changes to that.
Um, it's now going to be seven days instead of 30 days.
Um, I think the top countries, uh, now are United States, China, North Korea, and I think
India.
Um, so you'll have, we'll have seven days.
And at the end of the seven days, whoever wins, uh, so at this choice, say America wants
the top holder of the America coin will have the opportunity to pick what country he wants
to nuke.
And then whenever he nukes that country, the liquidity gets pulled from that coin.
So they'll just say like, we want to nuke North Korea, North Korea is number three.
Uh, that whole, everybody that's holding North Korea coin will basically, they're all their
tokens will go to fucking zero.
So this is like a seven game or seven day game.
Um, and it's getting, it's getting pretty interesting.
It's on base.
We have Jesse Pollock, uh, comment or not now we have all the threaders talking about
how it's a fun game.
I agree.
It, I think it's fun.
Um, I bought a little bit of America coin.
I think kind of the play here in the first few weeks, um, is to buy the coin as close
as to the deadline as possible.
And then just kind of start creating contacts and coalitions.
And then once you have like a connections with people and actually talking to people,
then you could start deviating from maybe like buying an undervalued coin and possibly
making profit.
Right now I'm just trying to not get rugged and buying.
And so my thesis is to pick coins, uh, the top coin, like 30 minutes before the, the,
the deadline happens.
And then, you know, I won't be a top holder.
Maybe I will be a top holder, maybe not.
And then just kind of like understanding who the real players are, who's playing, who are
tourists, and then start talking to those people you think are part of like a group that's
going to stick around and maybe start some coalitions or private group chats, um, with
those people and see if they're going to move from like another, like lower valued coin.
Um, because that could be like something that could happen like on the end of the, like
30 minutes to the deadline, you can see everybody, you know, there's maybe a top holder in the
United States, throw all their liquidity into like an undervalued country.
Like maybe like Vietnam or something.
And then Vietnam becomes the top coin.
And then now, like, now there's, they're just definitely like strategy, like survivor
in it.
So yeah, it's, it's a pretty interesting game.
It's on base.
Um, a lot of people are talking about it.
It's pretty interesting.
Um, I think, you know, they did hear a lot of people complaining about the time period,
uh, 30 days.
So they moved it to seven days, which I think a lot of people are more excited about that
because a lot of people are like, if it's 30 days, all these coins are going to be
at zero.
No one's going to fucking do shit.
Uh, so yeah, they moved it to seven days.
And now it's going live.
Um, here's some stuff.
Um, they have their global chat up.
You can go in.
And so you're inside the discord there.
You can go talk to people, but in your banner tells you what coins you hold.
So you could be a spy.
Say you have a little bit of Russia coin and you're in America.
People talking to, you know, what other coins you hold.
So they'll possibly not talk to you as much just because you hold other coins.
So just be aware of that.
Here's the top coins, China, USA, North Korea, uh, Chad, Germany, Palestine, Russia, Nigeria,
Japan, and India.
Um, there's been like some pretty good, um, like money that's been traded in this.
Uh, I just like just trying to find the charts and I just can't at this point.
I just, there's just so much shit in my bookmarks.
I just keep scrolling and I'm just talking.
I probably missed it like six times.
Uh, I think it might be under socialify.
Yeah.
Here it is.
I think no.
Yeah.
So yeah, if you guys are interested, uh, I'll talk more about it as the week goes on.
I can't find anything that I wanted to talk about on this because it's just too much stuff
in my bookmarks.
That's keeping me from finding it.
So yeah, PVP, world PVP, we talked about it like on May 2nd and went live and now it's
one of the top, uh, trading meme coins.
And it's kind of interesting.
You starting to see, you know, people complaining and, uh, Oh my God, socialify fucking meme coins.
And like everybody, like these web three games don't have product market fit.
No one here in web three gives a fuck about playing your game.
So like people are bitching about these degenerate games, meme coins, socialify fantasy top.
And they're like, well, if you're smart, when do you make a product with the people in the
space and everybody in the space is hardcore degenerates.
So I like to see people realizing what the product is in web three.
And it isn't like gamers.
It's people that are degenerate that want to make money.
So why not make games like world PVP where it's kind of a meme coin where people get
love rug.
We have rug dot fun that came out last week, which you buy a 10 coins and 10 coins going
to competition.
The first and last coins are the ones that are going to rub.
Everybody else gets rugged in the middle.
And then you have fantasy top and you have social five.
These are all, these are all like tailored to degenerate.
So like web three gaming hasn't taken off because the people in this space don't give a fuck about
web three gaming.
I don't blame them for building games because once one game succeeds, it's going to be an onboarding
of people in web two coming to web three and there has to be games, but those people are going to be
waiting for a while for the web two gamers to get that kind of shade off their, off their view on
like web three gaming.
And like, I think a lot of stuff needs to be built out before that comes out.
So I'm pretty, I'm pretty like satisfied with the builders in this space, actually building
games for actually the people and the products in the space, which are a bunch of degenerates.
So it's been a, it's been nice to see like world PVP, social five games, like fantasy top,
you see rug.fun all succeeding because, um, that's who's in this space.
And those are the people that are going to play.
So yeah, those are kind of the games I'm going to continue to look forward to is the kind
of degenerate games.
Cause those are the ones that have the most traction right now.
Didn't a fantasy top, uh, hit the jackpot again yesterday.
Did you get some gold?
Yeah.
Well, the thing you have to do is you have to export your wallet into Meta mask and then
have your deck linked onto the blast.io website that has those fantasy top cards in it
to get the blast gold.
So if you don't export your wallet and link it to blast, even if you are playing, are you
playing fantasy top?
You're not getting the gold allocation.
And that's something I haven't done.
I haven't exported my wallet.
So I haven't got anything blast gold related to fantasy top.
So my mistake, but I don't think I'm like, for me, I bought a pack like three weeks ago
for 0.27.
Um, I think I had a bunch of shitty cards.
I think my portfolio after I bought the pack, after I released the card was like 0.09.
And yesterday I was actually break even with how much, like my, all my portfolio of my
cards, I opened packs up like three weeks or at a total of 0.27.
And I was like, bro, like, uh, I'm break, I'm break even here.
Like how much higher can it go?
And I, I, I see there's a tournament that launches in nine hours.
And then on Thursday, there's a common tournament.
Uh, so I think I, I sold a bit mine today and I definitely think I'm going to sell into the
strength into the common tournament because you can't use the same cards in the same tournaments.
Um, so I think commons on Thursday are going to be the tournament.
I think there'll be a supply squeeze, uh, with amount of people trying to register, uh, with
common cards.
And I think I'm probably going to sell into that strength and just kind of, uh, examine
what happens next.
And, uh, I think one thing, you know, even playing this fantasy top I played last week,
I think I ranked 6k out of 12k, I still received, uh, you know, fantasy points and a free card.
So I, I still think there's value of playing because you'll, there's a possibility of opening
a card that possibly is more than your whole portfolio.
So I still think fantasy tops a play and I still think it has a lot longer to go.
It's what everybody's talking about and, and, and Twitter, but like people in web three
in general, like the big YouTubers, they have no idea fantasy tops even happening.
And so I imagine that will change over time and more and more people that don't know this
is going on are going to realizing and going to come in and play too.
So I still think fantasy top has a long way until we kind of see top top because even the
big influencers and YouTubers aren't even talking about fantasy top right now.
They're, they're talking about other meme coins.
So it does kind of seem like it, you know, it's everything everybody's talking about, but
in, in the aspect of how big web three is that, you know, not everything's on Twitter.
Like a lot of people still haven't caught on that fantasy tops even.
It is even happening.
So I still think it has a while to go and they're, they're listening, they're adapting.
And I think they're doing a pretty good job.
I know some people are complaining about like, you know, how, how many certain people, you
know, how many certain cards are available for certain people.
I know Rasmur was one that was complaining that he didn't have, he had crazy engagement
last week.
So he only had like two or three cards and he's a smaller creator and he's not making that
much off royalties, but someone, you know, like Kaleo, which basically been vacant for
the past, you know, three months basically has a lot more cards in circulation because
his engagement shit and he made, he's made like multiple ETH and royalties and that guy
has over 500K followers.
I don't think he needs that.
Well, shout out to him for that.
But like Rasmur, he's an up and coming artist, up and coming content creator.
He only has like two cards in circulation.
He's made like 0.02 in royalties.
It'd be nice at people that are smaller accounts can possibly, you know, profit off this stuff
before they get their cards put on the marketplace.
So I see some people complaining about it, but I still think it's a, it's a fun game and they're
getting tons of engagement and tons of volume on their social file.
I have some charts here that shows like how much stuff's going on on fantasy top, um,
seven, uh, second highest volume, uh, volume day for fantasy at 1.75 K ETH.
Uh, that's $5 million.
That's 58% of the main net total NFT trading and volume.
So on ETH main net fantasy tops doing 58% of all the trading volume, which is crazy.
On, uh, most days since watch fantasy tops saw more active addresses than Ethereum's main
net, 6K NFT, uh, trading acts.
Uh, so, you know, NFT trading is back.
It's just on fucking fantasy top right now.
It's doing all the volume and, uh, it doesn't make me bullish for the future of ETH and the
T's that's for goddamn sure.
So that's kind of going on fantasy top, man.
You also have Monad coming out.
That's trying to, in a sense, be something, I guess you would say similar to a blast.
I mean, I'm not too in depth or in the know of like what their white paper says the core
utility of Monad will be right.
But from what I've seen, it seems like it's a, another chain in a sense, catered towards
DGN activities.
So yeah, it's just, it's like say it's paralyzed EVM just faster and faster transactions.
And I mean, blast was, what was the narrative of blast when it first came out?
It was like native yield and then we had meme coins right off the bat that went to shit.
And then we had dApps being built, uh, like, uh, yield that yield farming game, crypto
valleys that kind of like, all right, this is kind of yield farming.
And then like the top game is that's been developed has been fantasy top, which is more
social five that has nothing to do with like, uh, kind of yield farming or like financial,
um, like returns, like staking and like gamifying that.
So I still think Monad, it will be a good chain.
Um, I still think the NFTs will do good because Stratthai is on there, but I still think there
needs to be a killer dApp on that chain for people to go over there for long periods of
time.
And I think what people are realizing is social five and games that catered to degenerates
are the dApps that people want.
So maybe there'll be like a nice, like there won't be such a learning curve on Monad because
people are now realizing what kind of games need to be built on these chains to actually
attract users.
It's meme coins, it's degeneracy, and that's, and no one really wants any technology, bro.
At this point, Saku Monsters, right?
Probably one of the easiest cooks that I've had all year.
And that's not including, uh, the tokens that you farm from playing Saku and that you earned,
right?
And this is before TGE, et cetera.
I mean, in a sense, you bought gems, you hatched a, a, a, basically a Pokemon, an egg.
Uh, you leveled it up through playing their game while also earning their coin.
And then that's it.
And then you can go on any kind of marketplace and sell it on secondary.
I mean, I sold two of my just regular basic ones for 1.5, 1.6 soul.
And I still have my legendary.
So, I mean, like Saku has been an easy cook, very simple game for kind of web three onboarding.
I got my girl on it, right?
Uh, I got my nephew on it.
Just whenever it beeps, play Guitar Hero.
And very simple.
And in a sense, you're farming tokens.
So, stuff like that, that even though it is, quote unquote, an idler, um, you can complete
it all within a minute, I think are very essential for just that daily, you know, coming back to.
I agree, man.
Saku Monsters is something I've hated, but it seems like a lot of people enjoy playing it.
And it's simple and, you know, the NFT itself is up in value.
So, something to keep your eye on.
Steven up here.
40 gems an egg, right?
And then in the sense, the eggs can be rare, legendary, epic or whatever, right?
The epics are fetching for 1.5 plus, um, you know, and then you can just go through there.
And you can also choose to either sell it at like a premature stage as a baby or go through
the time playing the game, level it up into an adult stage and get more money for it.
So, in a sense, they've made it to where it's easily connected, right?
Inside the actual Saku Monsters game, there's a Tensor Link and a Magic Eden Link.
So, they also made it very, very easy to onboard and offboard if you are there just for the money.
Just send it to your wallet.
They have basically a transfer function built into the game.
And that's it.
That's dope, man.
That is dope.
I know I was kind of fading it.
I was like, what the fuck?
And then when they had the announcement that they're going to Sol blockchain, I'm like, oh,
that's positive.
And they're just kind of just taking over from there.
They kind of haven't stumbled.
Everybody's positive.
Everybody talks about it.
It has a good experience.
So, shout out to them, even though I faded it.
So, I think, what's the NFT at?
It's still at, like, above one Sol.
You thought about, like, point, like, for a baby or something?
Or point is that, like, 0.7 or some shit?
Still more than the 40 gems that you paid to get an egg, you know?
Yeah.
I pinned up the mint schedule up top.
We have Steven up here, too.
He'll break down some things that are going on today, too.
So, let's see.
We have imaginary ones in the bubble token coming out.
We have peanut games.
We have King Punk and the Royals, Linda, Donahue, and Avant Art.
We have Foxtails, Pastel Network.
We have Unitax, Odyssey Heart and Signals, Runestone, Maxibiz, R&B, Swerks, Santi, Bus, and Ills, Rebecca, Rose, Autumn Gallery, Fantasy Top Main Tournament, and Sarah Sparky, Bonham.
Some of the stuff that interests me, when I saw that this morning, I'll, you know, bookmark a few of these.
And if you guys ever wanted to follow on, you can go to Swizzy's MintWizard.app, and it's pretty simple.
We have the Runestone Maxibiz.
That goes live today.
It's a free mint at 3 p.m. UTC.
It goes all the way to the public at 6 p.m. T.
You can go to Inscribe Now, and you can, you know, see if you're eligible.
I would imagine if you hold an OMB, you would probably be eligible for this.
This one I've been following a while and keep you guys updated is Unitax, which is Adam Holleran's daughter.
Seven-year-old daughter is coming out with these.
It's been a crazy engagement.
They go live today.
I think they're over-allocated, over-subscribed.
So don't, I don't know.
It's going to be pretty hard to get these if you haven't, you know, got on whitelist.
And I think these will probably do well on the first day or two, and then they'll probably just, like, go to zero.
So if you did get whitelisted or you buy secondary, I would sell it in probably the first two or three days.
Yeah, it's a nice story.
But typically, people don't care about supporting children for, like, a whole week.
You know, typically, like, I'll fuck this.
I'm going to sell for profit.
Price is going down.
So if you did get whitelist, I think it would be a quick, nice flip.
We have a next one.
It's called Foxtails.
It's on Bitcoin.
Haven't heard of this at all.
Probably won't do well because I haven't heard of it.
It's 3,000 NFTs.
It goes live at 9 a.m.
EST.
I'm not sure, actually, where it's at.
So there you go.
We have the Royals, which is the one that everybody's super excited about.
We've been talking about this one.
It's on Inscribe.
It's over – I think it's over allocated.
Doubt if you haven't – like, a lot of people that were on test phase and stuff got whitelisted to this.
So let's see.
We probably don't have the exact amount minted, but from my quick, rough math, the computations of one and two phases are going to be guaranteed.
Phase three is 60% over allocated.
But assuming everyone max mints the first two phases, it won't likely happen.
There are surely dead wallets, and many don't – are aware of the mint.
So I don't know.
I think these do really well if you mint.
Buying secondary, I still think this may be a new meta.
But right after mint, I could possibly see in these, like, 3 to 6X for mint price.
So you might want to find a bit of a retracement for getting in.
But these might be similar to the NatCats.
I actually like them more than NatCats.
They have, like, you know, crowns, and it's by the M-Scribe team.
So they have a pretty solid community.
So I think these can do well over time.
But to get into these on secondary, I think you find a retracement.
And then we'll look at these next week.
And I think they probably are up even more than kind of the first capitulation point on these.
So I just have some information up there for you guys if you want to follow along.
It's going to be pretty hard to get whitelisted if you haven't performed the test phase yet.
But I'm pretty sure these are over allocated.
And you're probably going to have to get these on secondary.
So I think this will do good.
The next one is Peanut Games is the first free mint claim is now live via Blast Layer 2.
Farmer's free mint claim is tomorrow.
0.03 mint.
Blast plus nuts rewards.
I don't know.
Another game that's on Blast.
You can check it out.
We have the Bubble Token, which went live.
They have a listing on Bybit, BitGet, Mexi, HTX Global, and Gate.io.
I even saw that they had a partnership with, like, Transformers.
So those motherfuckers have been building all bear market and not letting us down.
So appreciate that.
That's what's going on in the mint schedule.
We have Steven up here.
He's going to keep us updated on everything that's going on art.
And if you guys don't know, Steven launches his own thread on Mondays called All Eyes on Art.
I'll pin that up top.
I remember last week he told us about a mint that's going on today on Tuesday that we all need to be aware about and we need the mint.
What was that project again, Steven?
And good morning.
How are you doing?
Good morning.
Yeah, so I believe that was the Wednesday mint, which is Chatfucker by Harvey Rayner.
So that is coming up tomorrow.
But there are a couple that were on your list today that I do think are at the very least interesting.
The way that you talked about unit tax, like, I do think that you're right on it.
I do think that you should, if you have the allow list on this, at the very least, like, go support the mint.
I just wouldn't expect much on secondary, just like X said.
I think it's a great project.
We should support kids who want to be, you know, making a move into art and exploring that.
But, yeah, to X's point, like, it's probably not going to be too much of anything on secondary.
So food for thought on that one.
But I do have a couple for you that I think should be on your radar right now.
And hopefully I won't get rugged because, as you guys remember, like, last week, it all happened very quickly.
It's like, as soon as I start talking about art, the X app decides it hates me.
So you brought up faux letters earlier.
That is not from Linda Donoghue.
That is from Linda Dunia.
And, yes, I'm giving you shit for that because you move so fast.
But, yeah, it's 25 unique 101 prints accompanied by Digital Twin in the form of an NFT.
I really like the art.
I think that she's honestly got a really great portfolio of work up to this point in her career.
And when you partner with Avant Art for something, the quality is, like, always going to be top tier.
So I will make sure that's pinned to the top for you.
Then there's a couple other mints this week.
A lot of the really big art mints happen to be minting tomorrow.
So I would take a really good look at the digest and really dive into it.
But the ones that I'm watching really closely are Duck by Rochelle McLean.
That's coming up on Fellowship AI's daily.xyz platform.
It's a really, really interesting AI art collection that she's drawn up here that is exploring, essentially, deepfake culture, which is fascinating.
So she's managed to create an algorithm that's made a bunch of little shorts that are all, like, segments of a bigger, deepfake movie that she's essentially created behind the scenes.
So it's essentially a Bond flick.
It's totally distorted, starring Sean Connery.
It's very, very interesting to look at.
So I'd encourage you to go check that out.
That'll be pinned to the top if I haven't already done it.
Then you have James Bloom coming up with Mass.
That'll be on the 15th at 1 Eastern.
James has one of the most incredible, like, on-chain art portfolios that you can find.
He's done a lot of really interesting stuff, both on Bitcoin and ETH.
I believe also on Tezos, but who gives a shit about Tezos?
So keep an eye out for this one.
Do some research into it.
It's on-chain, dynamically changing 3D art.
It's a space that you can actually navigate in the interactive portal.
But there's going to be 300 of those minting for 0.25 ETH each.
So that one as well will be at the top for you.
Then we have, like I said, Chadfucker tomorrow.
That, to me, is the biggest one on the week, personally.
I've been watching this one since February, guys, and I know that there's a lot of hype behind it.
So I would definitely consider looking into that one.
It's a very fun collection.
And the last one is a free mint over on Gamma that just launched from Ross Bell Dev.
It's called Broken.
Normally, they don't really, like, I don't normally do too much with free mints other than just go collect it for the sake of, you know, supporting the artist.
But there definitely could be a chance that this thing starts moving on secondary if things pick up the way that, you know, a handful of insiders have been suggesting that it might.
So it may be worth going and checking those out.
But, yeah, man, this is a very interesting week.
We're starting to see a lot more pop up on the calendar, just like a general market overview for art.
But I really do think that over the course of the next couple of weeks, we're going to start seeing more action across the board.
So keep your eye out.
And if you are feeling adventurous, go check out the 30-day outlook because there's a lot of really incredible stuff coming up from this week on.
And I may also have another announcement later on in the show.
So we'll see.
We'll see what happens.
Is that announcement deal with your space tonight?
Actually, it didn't deal with that, but you're right to bring it up.
So 7 Eastern tonight, we have color commentary on, and that's going to be a great space.
We've got Harvey Rayner coming back to talk a little bit more about Chad Fucker.
And we'll have Vinny Hager on to talk about his upcoming collection that's under the working title Still Life.
And we may have another surprise guest.
You never know.
So we've got a big, big show ahead tonight.
The other announcement that I'm going to tease out for later, we'll see if I can make it.
I'm waiting on a partner tweet to get that out.
You hear it here first.
Roaring Kitty's going to be on Steven's show tonight, guys.
He doesn't want to break it, but Roaring Kitty on Steven's space tonight.
All, is it color commentary?
I'm caught.
I'm caught.
You're caught, baby.
So I like to pin these up.
This is from LayerGG.
It's the Crypto May Calendar.
You know, like if you guys do want to speculate and trade, you know, knowing what's coming up in the next two weeks might give you an edge here.
So on the 15th, we have CPI.
On the 15th, we have Ace Area Launch Coinbase Futures.
On the 16th, we have Notcoin being listed on Bybit.
And Binance and OKEx.
See if we have anything else in here that you might know.
Chili's have the Dragon 8 Hard Fork NVIDIA earnings on May 22nd.
VanEck, ETH ETF approvals on the 23rd.
We have Fetch.
Ajax and Ocean have launched their token on the 24th.
We have Bonk, Open Book User Sell Pressure Ends.
Let's see.
We have Sol on the 27th has the V1 18 upgrade.
Floki has a major announcement on the 27th.
Alluvium has an open beta launch test net on the 28th.
We have the Ethereum Classic Avening on the 31st.
Let's see.
We got anything else in here.
FTM, Opera Upgrade, which is that's Phantom.
Yeah.
So that just keeps you updated on what's going on in the space over the next two weeks.
And I don't know if you guys saw the fucking the ChatGPT thing that came out yesterday.
Did you happen to see that, Chief?
Yeah, I got it.
I got the little video posted up about being able to like now use a 100% virtual assistant.
Yeah.
Like that's like did you see them?
Like that's going to eliminate like teachers for sure.
Or even tutors.
Maybe not teachers, but tutors.
Did you see like the math problems they were doing and they were like helping out?
Even the voice is calming.
It doesn't sound robotic anymore.
It sounds like very like, I don't know.
It sounds like a real person that cares about you.
It's like this could be the beginning of the end, man.
It's crazy.
It is starting to like pick up, right?
I mean, I have the Ray-Ban meta glasses, right?
Oh, by the way, if anyone's, you know, interested in picking them up or wondering if they should.
Awesome picture quality, awesome video.
But one of the newest updates that they came out with is you can have them on and be like, hey, meta, what is this, right?
And then it'll literally take a picture from what you're seeing or from your point of view and search the web and then just kind of give you a brief little overview of what it is, right?
And this is with no overlay system, no layover, no nothing on the actual frame itself.
This is just you in all voice kind of automation.
So it'll be cool when they can implement this into the actual glasses and make this XRAR kind of blend that we're seeing really take off.
I mean, it's dope that we have this up here and I'm also going to post buckets, man.
He posted Jazara moving forward into, in a sense, e-commerce, right?
And now for clothing, you can go to a virtual clothing fitting room and put stuff on when you're shopping online and see if it'll work out for you.
Just see how your fit looks before you actually purchase things.
The reason I bring it up is because typically stuff like this, and then we have NVIDIA earnings this month, typically pumps the AI sector.
And AI was doing pretty good until this morning, the sector in general.
So I also think there's an announcement that Apple basically can't get the chips, the video chips to actually integrate, make Siri into a chat agent.
So they're actually going to use OpenAI's system.
And I think Apple has, I think their WWDD, whatever there is, their convention on everything like iOS 18 in the middle of June.
So I would imagine if there was some kind of announcement, I know we talked about Tim Cook talking about there'd be some AI developments inside the phone this summer.
However, I think when that convention happens, I think in the middle of June, that talks about OpenAI and Apple integrating these chat agents and these large language models into the phone, I think that might also pump the AI sector too.
So I think if you're speculating, you're looking at upcoming events, you have NVIDIA earnings, you have Apple announcing this, you have the singularity fetch AI ocean thing that's coming together.
Plus you have OpenAI doing crazy developments.
So I could see AI, you know, this month going into next month, possibly being like the top sector in crypto along with meme coins.
So it's kind of looking at like catalyst events and stuff like that.
And those earnings and all that shit typically do lead to pumps and the total market caps of all these AI coins.
So if you don't have any AI coins, I've been telling you to get them for months.
I think this might be a good opportunity before, you know, this merger and also there's NVIDIA earnings come out in the next two weeks.
So just throwing it out there.
So, yep.
You got anything, Chief?
I've been talking a lot today, man.
Yeah, up to the top.
Just a lot of it is news.
And then we'll kind of transition to, you know, some alpha.
So, first and foremost, news-wise, right, for those of you guys that didn't know, our favorite L3 was down for roughly, oh, it's still down, actually.
Just following up on the update.
DGen Network has been down for two days now, going through a block reorg.
And I'm not sure what, you know, takes fucking 48 hours to do so, but that's kind of what's going on over there.
So, I mean, I posed this question in the chat.
It's like we love L3s, but then, you know, the complexity of trying to make sure that these roll-ups, that everything is, let's just say, cycled back or relayed back to the OG or the base layer is typically where we get caught up, right?
And we have issues, we have exploits, you have this delay and arbitrage opportunity that's created.
So, I thought that that was interesting, just DGen Network's offline for the last two days.
Next, just some couple things that have been going on in the space, right, in general.
First and foremost, we heard about the Epic Sat, right, and the Epic Rune.
It's called Epic Four Times.
There was roughly about, I think, 32 to 33 Bitcoin pulled together amongst X amount of teams to create a Rune and inscribe it based off of the Epic Sat, right, the first Sat in the happening.
There is speculation kind of going around of who's going to be able to receive some of this, get an allocation, et cetera, et cetera.
I would just look into the first day when this actually got inscribed.
I would kind of take basis off of those that tweeted, you know, project founders that were tweeting Epic.
Obviously, people were trying to capitalize on the momentum and the, you know, the tension.
But also, there could be a little bit of validity to some of those that said Epic, right?
And you can find yourself a better entry to receive an airdrop.
But ultimately, Blob seems to be the primary collection of this, probably with the bigger allocation, as it's the quote-unquote genesis.
And then it'll trickle down to either partners or just communities in association.
So pinned up top.
If you guys just want to get in the mix for, you know, a different allocation rather than just not your assets, you can do the like, retweet, you know, twerking on the timeline shit up top.
So make sure you guys are following Epic.
Once again, not 100% confirmed who it is.
We do know that you got Neuro and the team as one part.
And then, you know, yet to disclose everyone that contributed to the pool and kind of helped out to make this possible.
You're the number one, I guess, you know, going into my algorithm or my statistics or my tools of the trending accounts in the past one day.
Number two, after Roaring Kitty, is BTC Bravocados of 31% in the past day, 24 hours.
So what's the speculation?
I mean, the speculation, you know, maybe fucking ZK is apparently behind this project.
I don't know.
Did you see?
You saw he retweeted it, right?
This man doesn't know what account he's on.
And he tweets from the different accounts.
And he accidentally retweeted it and he had to go back and redo it.
So I'm telling you, man, Chief called it out.
And if you guys don't have nodies on for ZK, this whole deleting shit, he does this so often, right?
I mean, it would be better for you.
And the cool thing about it is if it is a nodie, even if they delete it, you can still kind of pop up and see what it says sometimes because it's still registered in your notifications tab, right?
So it's a way that you can kind of see what's deleted before it was deleted in a sense, you know, I don't know, just a way to kind of game the actual system.
So I have nodies on for ZK just in general.
But if you're looking, if you're trying to speculate, he does a lot of the deleting, right?
So just have your fingers ready if you're going to take a little snapshot.
And if not, just turn nodies on.
I've been talking to some people that are like, I know what ZK is doing behind the scenes.
He has a lot to come.
I'm not going to tell you, but I don't want to ruin the surprise.
And I'm like, all right, what's he doing?
And then I see like this Bitcoin Bravacado thing.
I was like, is this what he's working on?
Is it the Epic Sat thing?
Is it ZZZPew?
Like, what is ZK doing?
I know he has something going on.
People know what he's doing.
And it's like this Bitcoin Avocado thing, Bravacados thing seems like the one with the least resistance to like everybody says it's ZK.
And people are identifying, he's retweeting it.
So is the Bitcoin Bravacados what he's been working on this whole time?
I don't know.
So it'd be interesting to figure out like how we get eligible for this.
If you're an OMB holder, you get one of these airdrops to you.
Like what is Bitcoin Bravacados and how they're going to like disperse this stuff and who's going to get these is kind of what I'm curious about.
It's interesting.
No one knows.
Anybody know anything about these?
So I was looking at them yesterday.
And so, yeah, you can go to that Avocado, the BTC Shroom Avocado, and see the, I guess, like the child inscriptions that are under it.
And you can see all the art.
Like it's all on chain already.
The one thing that I noticed is there's only a thousand of them, Chief.
I don't know if there's more of them.
I mean, you've seen more.
But it's a pretty low supply collection.
So to your kind of question, like who's going to get these, like, oh, I don't, there's not enough to go around for the OMBs, right?
Like, so I think that's the big thing here.
Like they are going to be pretty limited in terms of like that child collection that he's working on.
And it's pretty cool art.
Like it's these little cute avocado thingies.
And they are all like, they're all doing like different things, different traits and stuff like that.
So if you haven't already, go to that BTC Shroom, you know, and look at it through the Explorer.
And you can see the whole collection already.
Like it's already there.
The only thing is like there's only a thousand of them.
So I would follow that account, follow ZK, and try to stay in the know about it.
Maybe there is a whitelist or maybe it just goes to OMBs or certain collections.
So, yeah, that's the only thing that is kind of interesting to me of, I guess, like how is it going to roll out?
Yeah, and these are, this provocado is based, is it parent-child inscription?
Is that what, you said there's a thousand of them?
Yeah, so that's the parent, right?
Like the BTC Shroom, the avocado BTC Shroom, and then there's a thousand child inscriptions connected to it.
And it's a unique art.
It has nothing to do with the BTC Shrooms.
Like it's very unique art for sure.
Right, well, hopefully I can get one of these a thousand.
I don't know what I have to do.
I don't know, maybe it's a combination of having a whole full set or whatever, or maybe having a top holder of a certain rune.
I don't know.
And I'll post, I'll post one of the arts up top so people can actually see what it looks like.
Yeah, so that's something that's trending, getting me suspicious of when it's going to happen.
And yeah, it's interesting.
I think we got whitelist for this one.
It's the running runes.
I'll just update you guys.
Just not update you, but there are, I don't know if this is still a thing, but they're kind of doing the trash ordinals thing.
And possibly if you send your inscriptions, your valid inscriptions to this address, you're going to get whitelisted for this running runes.
I mean, this has been available since the 28th of May or April.
But launching our ordinals and send rug pull inscriptions or unindexed ones, no text or JSON, avoid sending inscriptions when fees are high.
You have time, address to send inscriptions, and then they put the address.
The top 10 case centers will receive a free whitelist spot for the Mint.
Those not in the top 10 will receive first come, first serve, fair and free for all.
Join us in building the transparent ordinal community.
So if you haven't done that and you want whitelists for this, just send them some unindexed runes to that address.
And if you're in the top 10K, you're going to possibly get whitelisted or first come, first serve.
So I'm going to keep you guys updated on that one.
I know that's probably going to be rolling out here relatively soon.
So I'm going to keep you guys aware.
If you do want to get involved, you still have time to do that.
So, but yeah, there we go.
It's hot.
Go ahead.
I'm going to put others up here.
I mean, it's obviously, I think it's just engagement and having fun.
But did you hear that in a sense, the, one of the hedge funds that got taken out by GME was Paradigm.
And that's why they shifted over to crypto and been over here for the last, you know, since the actual GME run up.
I was like, oh, that actually makes sense.
You know, they got liquidated out there with the, with the retail and all that.
And so they came to a field where they can actually manipulate the market.
So, yeah, so we're talking about the VCs.
I mean, Paradigm, you know, they backblast, they backblast, they backblast, I think they paired a fucking, I forget all the, you know, they're basically spread out.
And, you know, the VCs, you know, get into these tokens really early and then dump on retail.
Like, Paradigm, you know, got liquidated, you know, from my understanding, when you're telling me, during Roaring Kitty.
And now they're kind of doing the same playbook here in crypto.
And I wonder if us as crypto people, like, become aware of this and start having, like, this resistance, similar to hedge funds in the stock market, to the resistance to VCs in crypto.
I don't know if it happens or not, but I don't know, man.
Meme coins kind of seem like the out for all this are, like, the resistance to the VCs.
It's like, hey, you guys can't invest in these, so we're going to pump these.
Fuck your technology.
Fuck your, fuck your cliffs.
Fuck your vesting schedules.
We're just going to fucking pump meme coins and screw your fucking technology that you guys all make money off and dump off retail.
So, I think meme coins are going to be the resistance vector for these hedge funds in Syscon over VCs.
Pinned up to the top, I mean, you want to talk about perfect timing and, you know, always hats off to the pudgy team.
First and foremost, they got into targets two days ago, right?
And that was kind of a big step up.
And then yesterday, double down and, you know, I don't know how he did it, pulling the connections he has,
but got into GameStop while the narrative and the actual term is hot.
And so, to me, I think that that's a big move, right?
I mean, as people are Googling GameStop, as there's more attention on the overarching brand,
you start getting, you know, that secondary attention, the nerds going back in the stores and whatnot.
So, shout out to Luke and the pudgy team, man, inside GameStop, Walmart, and Target.
There was something from Astro Studios announcing our second investment in the pudgy penguins and little pudgies,
the community that is at the forefront of crypto in all facets.
We are now ready for penguin summer.
Astro is a NFT fund sister of Arch Fund.
They announced something 23 hours ago about pudgy penguin summer.
And I don't know what they have to do or how they're going to push this,
but, you know, pudgy penguins are coming down with announcement after announcement.
So, it's pretty bullish on them.
I mean, they've been killing it.
They're in Target, GameStop.
They're in a bunch of outlets now.
So, we'll see how that, you know, we'll see how it works.
But I'm just expecting there's going to be, like, a game soon.
And I think that's kind of what they're building for.
I think a lot of this money they make off the retail of these toys are going to be used to build their game,
which I think is going to be possibly on ZK Sync.
I don't know.
So, yeah.
Pudgy penguins continue to kill it.
There's bear market.
And, I don't know, man.
Wasn't there rumor that they were trying to start their own chain or something?
Well, that was one of the community members that created their, like, an L3.
Similar to what DGEN did on Farcaster.
They just kind of created their own L3.
One of the community members made some kind of L3 chain for, like, IP.
I don't think it has anything to do with the main team.
I think it's just one of the community members that took the initiative to try to build, like,
a chain just for, like, Pudgy Penguin community members and shit.
And then we also, I think I also talked about that Igloo.
They launched a Twitter account probably, like, last month called Igloo.
And I think that's their clothing brand.
So, I would imagine you'll probably start seeing the rollout of the Igloo clothing brand from Pudgy Penguins, too, here in, like, the next two or three months.
So, we'll see, man.
Maybe the Pudgy token gets launched.
And the only way you could buy any of this stuff, merch, is with the token.
I don't know.
But, yeah, they've been heating up recently.
So, pretty bullish on the Pudgy Penguin team.
So, breaking news, pinned up to the top, broke 24 minutes ago.
Excited to share, Parley Market has raised $70 million.
A $45 million Series B, led by the Founders Fund and Insiders, Parify, Vitalik, and Dragonfly.
A $25 million Series A, led by General Catalyst, plus Polychain, JGeba, and more.
So, info pinned up to the top.
We've had more than 202 million predictions made on Polymarket so far.
But what's been most gratifying is seeing the widespread adoption of Polymarket as an alternative news source.
And so, he cites Donald Trump utilizing Polymarket, Vitalik, right?
And just a couple other thought leaders in the space.
The trend is clear.
People understand what's going on in the world better because Polymarket exists.
Enough of the talking heads in the news by algorithm.
We're in a misinformation pandemic, and Polymarket presents a novel information format that's driven by financial incentive.
I'm deeply grateful for all those that I get to work with on this journey.
I live my dreams, and I don't take it for granted.
Boom.
70 mil.
For Polymarket?
Yes, sir.
Isn't Polymarket the one that you could trade, like, the elections and stuff like that on?
Yeah, basically, like, the prop market, I guess you would say.
Right?
Mm-hmm.
For, like, prop bets, so to speak.
Oh, yeah.
Yeah, that – yeah.
That's the – I actually have that bookmarked because there's some interesting – like, I think with the ETH ETF in May, like, skyrocketed over the weekend.
People are speculating that – you know, I always like to look at it as, like, is this fad?
Is this – sell the news, and, like, bettors can determine or can kind of forecast of what's going to happen.
There might be some insider information.
But that ETF news on Polymarket, there was – it was like, do you think it's going to happen in May?
And it was, like, you know, trending to zero, and then over the weekend it popped back up.
So I think there's some insider information you can find off this shit, too.
So something to keep your eye on.
Polymarket is, you know, it's here to stay.
Pre-markets, all this stuff that kind of, like, create this environment of, like, pre-tokens or, like, what's going to happen in the market in a few months.
I think it's a good, like – I guess a good little tool to look at and see if things are going to happen or not.
So just looking at some stuff.
We've got a ton of blockchain coming out.
There's some stuff on there.
The first play-to-earn PTE with the meme Flappy Bird on the ton of blockchain.
So I'll pin that up there if you guys want to check that out.
Just, like, trying to keep track of things that are happening on the ton of blockchain, right?
And that's a game.
It looks like a play-to-earn game that's going to be happening.
And I think also they had some news this week about – or maybe it was this morning – about some way that you could trade using their app.
Here it is.
I got it right here.
So this is Notcoin.
So in partnership with the Notcoin, we're allocating $1 billion to not tokens to ton coin holders.
Disposite up to 100 ton coin into your bonus account, and you'll receive five Notcoin for every ton daily.
I think this is – you could do this until possibly the end of May.
So if you have Wallet and Telegram, which I guess is the name of the wallet, if you deposited 100 ton into your wallet, you get 5 Notcoin for the rest of the month, which I thought was pretty interesting.
I don't know a lot of people that actually play around on ton, but I've been trying to get you guys information and research and stuff to show you that, like, it's nothing to play around.
It's one of the top up-and-coming blockchains.
A lot of VCs and people are investing in the ton blockchains.
So, you know, just showing you that.
And then also a new game that's on there, which is kind of like a Flappy Bird game, Play to Earn.
It's called Big Ball Birds.
I'd have a Telegram.
It's launching soon.
It only has 24 followers.
So you're early, right?
I like to give you guys stuff early.
This one only has 24 followers.
And it's a first play to earn with the mean Flappy Bird on the ton blockchain.
So you guys can check that out if you want.
Just trying to give you guys some stuff that no one's looking at, right?
So there you go.
Did you see this morning we had confirmation again?
I'll post up here.
The Boston Institutional Investment Company or basically entity has – no, not Boston.
Sorry.
The State of Wisconsin Investment Board discloses that it holds $100 million of BlackRock's ETF.
So I don't know if you guys have noticed this, but over literally the last week and a half,
we've had damn near every single bank and major institution or firm that they own or are in
possession of some kind of exposure to blockchain.
Typically, that would be hella bullish.
I just don't understand or I'm kind of weary now as it's almost like being used as a signal,
right?
Everyone's kind of saying, yeah, we hold some.
Yeah, we hold some.
Yeah, we hold some.
So I'm kind of interested to see what for and what exactly or how far does this signaling
All right.
Next.
For those of you guys that are involved in the OCM and the Karma Coin ecosystem, the Real
Karma Coin airdrop for Karma, Karma, Karma is happening today.
Shout out to RunesDev for helping out and making this possible.
As the Runes ecosystem is in its nascent state, it's vital to have a few there that are now
working together.
Shout out to the Real Karma Coin Council and the RuneCoin dev team.
So kind of surprising turn of events, so to speak.
I mean, I wouldn't have expected the Rune dev to be the one facilitating the tech arm for
this just due to the lack of community connection that the Karma Coin team has, you know, served,
so to speak, or shown.
But it's good to see that there is some type of solace.
And, you know, if you are a participant, if you hold one of those Karma cards or just
in that ecosystem as a whole, those coins are coming and the Runes are actually being
worked on.
Right.
It was something that at first I thought was just capitalizing on attention and market.
Right.
Especially when he came out with kind of the out of touch comment of charging for those
cards early on.
And then since then, it's probably been about a month, a month and a half.
But dope to say that it is being airdropped today.
So check your wallets if you're a part of any of those ecosystems for Karma, Karma, Karma.
All right.
Next.
One of the biggest things that I've heard so far as a feedback, right, from Hong Kong.
For those of you guys that don't know, Ordinals Asia was recently over this last week or so.
So one of the biggest kind of Ordinals or the biggest Ordinals convention that exists so
far that they've thrown.
And trying to take in as much feedback as I can.
Right.
Obviously, I wasn't there.
But those that did get to go are sharing a little bit about what the East has to say
or how they view Ordinals.
Right.
Biggest takeaway I was told or heard is that, in a sense, free and fair launch.
Right.
That's one of the biggest metrics that they look for.
In a sense, it's not necessarily runes or BRC20s.
Right.
It's mainly the fact that it's a non-fungible token.
But until the ease of access, ease of use, ease of buying, selling, trading, the underlying UI, UX of this
becomes significantly better, at least similar to how trading is on other chains.
It was going to be a little bit of a barrier of entry.
Right.
From those that were there, we're just explaining that that's what's holding a lot of these, the East from really participating in this stuff is just they like free and fair.
They like participating in mints rather than, you know, buying on secondary itself and then just kind of the trading psychology that's ultimately different.
So, Liquidium announced that they were dropping their token last week.
They were one of the primary partners for Ordinal's Asia, kind of dominating the scene there as the main strategic partners for almost every Ordinal collection that went through, had some type of Liquidium branding.
So, just a little brief breakdown from Leo.
Shout out to Leo if you guys don't know who he is.
My man always puts up awesome informational content as well as just good threads, right, with market sentiment and some alpha plays.
So, Liquidium token.
Now, you're obviously curious how much your Liquidium points are worth.
At a $50 million USD market cap, 60 Liquidium points would be currently worth a dollar.
How do you calculate this?
The total token supply will be $100 million and $5 million will be airdropped to Liquidium users based off of their points.
On Liquidium's portfolio page, you can find a points distribution map which suggests people roughly farmed $150 million points total.
Distributing $5 million tokens to $150 million points means one point is equal, one token, I'm sorry, is equal to $30 points.
The value of a single token will be determined by the market cap.
Since there's 100 million tokens, at a $100 million market cap, the token would be worth roughly $1.
Estimated at a $50 million market cap, which is my suggestion or my calculation, means that it would be roughly at $0.50 per token.
Since 30 points are currently equal to one token, you need 60 points to get two Liquidium tokens, a.k.a. $1.
You can adjust the market cap to whatever you want or you think is realistic.
$25 million would put it at $0.25 a token, $50 million at $0.50 a token, and $100 million at a dollar.
To know how many points you need for one token, just divide the total amount of points earned by $5 million.
When the airdrop happens in a few weeks, it will be likely that you'll need 35 to 40 points for a single token, rather than 30, since people won't stop farming now.
I've farmed 800k points or so, which will be roughly $15k USD, if it reaches a market cap of $50 million.
As most of you know, they're a utility token and not a meme.
It is tied to Liquidium, Bitcoin, one lending and borrowing.
So further utilities will be out, making it easier to give marketplace and market cap estimations.
This says, like they said and how he mentioned, will be used inside their actual ecosystem.
Could potentially be for Liquidium fees.
Could potentially be for anything, right?
There's no real breakdown of what it is yet.
So as soon as we get some type of application, besides just the government aspect, governance aspect, I'm sorry,
that'll definitely bring a little bit more insight to how it could potentially move.
So that's more or less the breakdown, man.
I know that they're kind of stealing the show right now.
Everyone's talking Liquidium.
And everyone's bullish on that.
You know, we're previously bullish on Robin, Jay and the team.
But since then, from Hong Kong, you know, came back even more so.
It's pretty much the only protocol built on Bitcoin that people actually use.
I guess Merlin would be one, but Stacks maybe, but that's not native to Bitcoin or Ordinals.
So I don't know any other.
Is there anything else that could be invested into or that people use as much as Liquidium?
And that's why I think like people are super bullish on it because it's kind of like the first mover.
And it's something that is needed in Bitcoin and it's actually working and people are using it.
So I think the token is going to go ballistic.
I don't see anything under a billion dollars for this when it comes out.
I'm not saying right off the bat, but a billion dollar valuation, I think, is in the picture with the liquidity, in my opinion.
We did mention earlier in the show about how we're going to get CPI data tomorrow and possibly dump the market.
We have Jerome on stage an hour ago, possibly giving us a hint of what's going to happen tomorrow.
So he basically said, I would say my confidence in that is not as high as it was.
Federal Chair Jerome Powell says that inflation moving towards the Fed's 2% annual rate.
Powell, my confidence in inflation moving down isn't as high as it was.
So basically, CPI comes out, I was saying 3.4% would be what is expected.
If it's anything higher than 3.4%, if it comes out as 3.5% or 3.6%, you could possibly see that news dumping the price of Bitcoin.
And the fact that Jerome's coming out a day before saying that he's not confident that we're going to 2% makes me think that it's going to be above expectation tomorrow.
So you'll possibly see, oh, maybe he's playing games with us.
Like, when's the last time he came out a day before a fucking meeting and told us shit?
So maybe this is a game.
Maybe it's not a game.
I don't know.
But I would imagine with this kind of sentiment that CPI tomorrow is going to be higher than expected.
And that's probably going to dump the price of Bitcoin temporarily.
So, I mean, maybe everybody knows this.
Now it's a counter trade.
I don't fucking know.
I just wanted to keep you guys updated on what Jerome's saying on stages before we get CPI prints tomorrow.
So I said I'm at 3.4%.
Now with this news, I'm going to say over 3.4% tomorrow.
And maybe we can go on Polymarket and trade it.
I don't know.
You can go on Polymarket right now.
Chief could see what maybe people are trading inflation for tomorrow.
Maybe there's some kind of interest there.
I don't know.
Maybe there's a betting interest in that.
So definitely interesting to keep your eyes on.
We got Blaze up here, man.
You've been up here for a little bit.
What's up?
What's on your mind, guy?
What's up, Blaze?
You here?
Yeah, what's happening?
My bad.
I had to get my phone in my pocket.
No, man.
I'm just cooling.
You know, resident health guy on the space.
I saw Retortinals in here and had to, you know, show my respects.
You've been on Retortinals since you thought it was the team behind God Hates NFTs.
So we've been on this.
Yeah, yeah.
I did think that.
But now I stand corrected.
And I fuck with the lure of them being some brain pasta, the ode to brain pasta,
because I was outpriced as brain pasta when I found out about them.
So that's also cool.
But, yeah, man, I was just chilling, bro.
I appreciate the spot.
I appreciate you guys dropping the alpha and having something to listen to.
When you guys are not here, bro, it's really cool.
Everybody's quitting now.
Everybody's quitting.
I don't know if you see, like, people are like, I'm quitting spaces.
There's more spaces that are quitting.
We can't make any money off this monetization shit.
So we might just be here just because there's no one left to run spaces for two hours.
Everybody wants to quit.
If that's what they're worried about, they're here for the wrong reasons,
because we're obviously not poor in this space.
Yeah, maybe some of us are a little more poor than others, but I don't know.
Yeah, we're going to be here.
Yeah, we've been here.
Yeah, it does suck that, you know, we're the last bastion of hope.
Like, spaces are pretty much the only thing that doesn't get monetized on Twitter.
And if we were doing anything else, we would probably be making money.
But I'm long-term bullish on spaces.
I think it will eventually be monetized on Twitter, and it's just a matter of time, bro.
Like, it really fucking is.
But we got a kid up here.
Had his hand up.
What's up, bro?
How you doing?
Hey, how's it going?
Yeah, I just want to add to that.
One of the largest components that sort of was a surprise was energy prices going up 2%.
And as you can imagine, that also translates to the price of fuel at the pump.
So the CPI definitely, I think, is going to print a big number.
But the thing I would say is, right, if you watch the response of a stock market,
it's pretty much shaking it off.
And I think we sort of, everyone looks at the CPI and PPI and inflation numbers.
But I think it's also important to see what else the Fed is doing and the Treasury.
And if you look at the amount of money that's been pumped into the banking system over the last few months,
it dwarfs what was used to bail out the banks in the financial crisis.
And I think that's one of the reasons why you're seeing equities continue to perform really well.
Like, I mean, most of the indices are, you know, a percentage away from their all-time highs,
even with the reset in April.
So there is money in the system, right?
It's just not necessarily obvious to the consumer because most of that money is being piped into the banking system
and finding its way into risk assets.
So that's the other side of the coin, right?
Rates are high, but there's still a lot of liquidity in the financial system.
That's not necessarily going to mom-and-pop stores as lending, but is going to hedge funds to sort of speculate on, you know, risk assets.
And as long as that continues and the Fed continues to find ways to prop up financial markets with cash, right,
I think that's the other side of the coin that also will drive, you know, the value of Bitcoin,
or at least sort of be a hedge against high rates and potentially a declining economy.
Did you see the M2 money supply spike over the weekend?
And not only are we bailing out banks right now, we're bailing out central banks.
I don't know if you saw Japan, which is one of the largest holders of our bonds.
Basically, we printed a bunch of money and gave them fiat so they wouldn't sell their bonds.
And then, like, their currency over the weekend fucking pumped to fucking Valhalla,
which was dumping based off this money printing that we did.
And the M2 money supply is starting to spike again, which I don't think it spiked since of, like, May of 2023.
So people are looking at that.
And then also we had a bank fail, like, two weeks ago.
And then, like, the government is secretly, like, bailing them out through, like,
just kind of using different words and scenarios to keep the fucking public off their trail.
So there has been some secret bank – there's been banking collapses that probably would have happened if they didn't print.
But also the government is also printing money to keep other countries like Japan from selling their government debt.
So there's a lot of stuff that's going on in the macro that makes me think that, like, things aren't looking great,
but, like, risk on is right around the corner, right?
Yeah, definitely.
And I think to all those points you raised, right, I think – right, so what I pretty much said feeds into that M2 money supply, right?
And you're right.
The U.S. government basically bailed out Japan, who is by far still the largest holder of treasuries, right?
And so all that should tell you that, in my mind, and even what Powell was saying at the last statement,
where it was relatively dovish, right, I think they're setting the table.
I think something's going to break really soon, right?
We haven't even talked about the commercial mortgage market that's in shambles,
where a lot of those mortgages – a lot of the debt really is up for refinancing the next couple of years.
And you're seeing, like, commercial real estate assets going for, like, 30, 40 cents on the dollar, right?
And that actually impacts regional banks substantially because most commercial real estate actually is funded by regional banks,
not the large players.
And so to your point around bank failures, right, many of the regional banks look extremely unhealthy, right?
And there's no way the government is going to let regional banks fail because it's going to be a contagion.
So I do think that regardless of what we think in terms of, you know, rates being high for too long,
once you get the first signal that it's actually impacting the primary market,
and I think we already saw things like the employment numbers beginning to show sort of like a reversal.
I think at the last print it went from 3.3 to 3.4.
Like, they just need a good excuse to say the economy is slowing to start dropping rates.
And I think it might come sooner than people think.
I think people – the market has basically said we're not getting rate drops this year.
I think it's going to happen because I do think that certain things in the economy are going to start breaking,
and they already are.
They're just being hidden, right, as you said, by sort of monetary policy that's not really as visible
as people fixate on interest rates, which is really not the only thing to be looking at at this point.
Yeah, I was reading Arthur Hayes' thing on it like a week ago about the Republic Bank,
how they're just changing terms, and like, you know, only $250K of your money that was in the bank
was supposed to be FDI insured, but the fact that they bailed out the bank
and they let everything that was deposited in that bank be assured
showed that they're just renaming names and repositioning things to bail out the bank.
And then now we have the interest rate, and then we also have this Barry Sternich.
Basically, I think he's a billionaire, saying we will see regional bank failure every week.
So we're getting close to that.
And then I pinned this up from Willie Wu, also saying risk on is coming probably when asset managers
come back from summer break, and he was basically retweeting.
Simple rule, liquidity leaves risk assets, M2 growth now positive, quantitative tightening surprise
by Fed, rate cuts in 2024, paying trade due north.
So everybody's kind of seeing what's going on behind the scenes and saying, like, this is good for crypto
because it becomes risk on, and the liquidity will start flowing.
So we'll see where it goes.
It's an interesting time.
I appreciate you coming up here and giving your opinion on it.
I think it's really good for crypto, but I think ultimately, like, for crypto to become
what everybody chooses, I think we need some kind of period where everything collapses.
And I think that's where you see, like, the crypto movement take full steam.
Right now, everybody's like, oh, I'll just do banking.
But once the banking, all the bankings go, the shit, like, the only solution is actually crypto.
And it's, like, no coincidence that I feel like, you know, there is something coming.
So why would you have J.P. Morgan funding it and Jamie Diming funding it and then over
on Friday say that they own Bitcoin?
You have a bunch of, like, Wisconsin, I think, talked about how they bought BT, the ETF.
You have the Rothschilds admitting that they bought Bitcoin.
So and then you see, like, people like Elizabeth Warren and Maxine Waters starting to implement
stable coins.
So I think when the banking system collapse, that's the hint for the governments to implement
the rebuild structure of the financial systems.
And that's going to include what they believe the financial system look like, which would
probably be universal basic income, CBDCs and stable coins that are backed by the government.
So I think there is something coming.
I just don't know when it's going to happen.
It could be fucking 10 years from now.
But the government's getting ready for some kind of something because they're starting to
push and be super stringent and super, like, stressful on the crypto market because they're
not in control and they know something's coming down the pipe.
And if they don't get it in line, they won't have the power that they've been trying to
anticipate because they know this collapse is coming.
They just need to get all their ducks in order so they have a solution to the problem
when it does happen.
So never let a crisis go to waste.
And that's what the government's going to do whenever there is a crisis.
Wait, and so to one point you raised, actually, it's really important that I think might
be also under the radar.
I do think we might get stable coin legislation this year because there seems to be a growing
interest.
And there's a very simple reason for that.
Stable coins essentially are made up of buy treasuries and very, very low risk assets.
Who's buying all the treasuries right now?
Right.
And stable coins actually are the fastest growing buyer of U.S. treasuries in the world.
I think I saw a table like in the top 20 or something, and they're rising really fast.
And so if you think about what's the best incentive of the treasury is to actually have
stable coin policy that gets the banks into the game, right, into those profits that Tether
is making, right?
And then essentially, you essentially basically liquefy global markets even more with dollars
because stable coins are the way a lot of people in emerging markets actually access the
dollar because they can't really get it to the banking system.
So I think that actually solves a short term, allows the Fed to kind of kick the can down
the road a little bit more by finding like the next marginal buyer of treasuries.
And I think it's stable coins.
And I think actually in the short term, it actually leads to greater dollar domination
because now retail everywhere in the world can access U.S. dollars, right?
And that kind of forestalls this kind of short term problem.
But in my view, that only onboards more people into crypto rails and kind of sets the scene
for more crypto adoption.
So either one way or the other, I think the system is in trouble and we're going to see
further crypto adoption down the line.
Yeah.
Who's the biggest airdrop contributor in world history?
It's the U.S. government.
So I think a lot of people will get onboarded through crypto through some kind of universal
basic income or stable coin run by the government.
They'll just airdrop it.
All you have to do is create a government wallet that tracks you.
So I think like when we talk about onboarding, like a lot of us get onboarded through free
money or getting skin in the game.
What would be the quickest way to get skin in the game when a collapse would be the government
airdropping, you know, stable coins into your government issued wallet?
And now people care about crypto now because they don't get stimulus checks in the mail.
Now they get crypto sent to their wallet.
So I think that's one way we get a lot more people into the crypto.
But I think that the systems that the government will roll out be more centralized and kind
of like over time will be like our demise instead of picking decentralized systems would
probably be best suited for long term.
Right.
So like Bitcoin and shit like that.
So pinned up to the top, just a brief breakdown of the importance of the state of Wisconsin
kind of coming out and saying that.
Right.
This small part is a massive public investment fund.
The total value of all the positions in the 13F filing is $37 billion.
But the long term importance cannot be overstated.
Wisconsin is now the second largest reporter of holding IBIT globally.
This will be closely analyzed and widely discussed by other state investment boards and watch how
others come and follow within the following quarters.
So that's pretty wild that I mean, globally, they're the the second biggest holder.
Right.
Obviously, we're having more and more people disclose.
I mean, this last month we've had nothing but disclosures.
But in that sense, that definitely does set a precedence, right, that it's a state that's
going out there and kind of pushing the narrative forward and pushing the bar.
So I thought that that was a dope metric.
Yeah, I think the implications of that, just to add to that, I mean, there have been counties
that have had exposure to Bitcoin and smaller municipalities well before the states.
But the announcement yesterday, I believe, or the day before of the fund out of Boston that
manages the endowments for Yale and and Princeton, maybe a few others, they announced, I think,
a net exposure of about 400 billion, sorry, 400 million, you know, primarily coming from
those entities.
So you now have endowments.
And I think it's important to know that Yale and Princeton together have almost 80 billion
dollars in terms of the overall endowment.
And that's just two schools, right?
And so when you start thinking about the implications of states, endowments, I think
eventually, I think we're seeing pension funds maybe on the table as well.
There's a large, there's trillions of dollars in private capital that are now kind of coming
into the game.
And the implications of that is that crypto actually gets much more political power, right?
Because as long as you have everyone and their and their cousin sort of getting exposure and
seen returns, right, they're going to impress upon the system, sort of support the money
making.
And ultimately, America is defined by the capital first and not the politics.
So the tail doesn't wag the dog in this country, like the money actually talks.
And once the money starts getting aligned, then the politics gets aligned.
And you can see that move a lot faster than we can imagine, because we really haven't seen
this happen before.
And the one thing I'll also say is, for a lot of people who have been around for too
long, like the hedge funds as an asset class are not that old.
And one of the reasons why hedge funds took off substantially is because endowments and pension
funds recognize them as an asset class and started allocating to them.
Now, like, you know, hedge funds are like, you know, normalized.
And I think we're going through a process now, crypto kind of follow the same path, because
those pools of capital are now lending, not just, you know, credence and talking points
to actually putting their money where their mouth is.
And we can track that over time.
And so I think that's a really, really big deal that ultimately has set sort of things
in motion that makes crypto for me as an asset class inevitable.
And we'll see the policy eventually having to align with that viewpoint.
I think this is all right for a super cycle, political five meme coin season, like going
into the election, getting like Elizabeth Horan, and the Jerome Powell's and the Trimps and
the Bowdens, like these kind of discussions going into election are going to be very polarizing.
And they're going to break through Web3 into Web2.
And all these meme coins have showed us that this is just tokenized attention.
And I just like continue to just like, what political coins are we buying?
Like, I'm super bullish on AI this summer.
But I think meme coins that have political memes to it are probably going to be the best
sector of meme coins.
So I just can't see how it isn't.
We've had the MAGA token go ballistic.
We have the Trimp token now kind of recalibrating and catching up to Bowden.
We have Elizabeth Horan, which, you know, I think there's some, forget the, I saw some
video today of some person that's trying to battle Elizabeth Horan and got 11,000 signatures
signed.
And he's trying to take out Elizabeth Warren and his district.
So if that comes to fruition, I could see Elizabeth Horan and that token pumping based
off her, like getting, getting taken down in the election.
So I don't know, man, I'd still think political fi is probably the number one sector that's
going to have the best pump this summer on top of social fi and all this other shit.
I'd still think political memes are going to be the best, bro.
Yeah.
Interestingly enough, I agree with you.
And it's funny because I'm not really a meme coin person, but I do think that when you
actually think of, if you go back to actually how Obama got elected, you know, sort of like
a groundswell, they leveraged the internet very, very savvily to sort of target young
voters and sort of apathetic voters, right?
I think memes are essentially like the crypto version of that, where you can actually leverage
memes outside of just the value, the speed at which a meme can kind of transport not just
attention, but understanding is we haven't seen anything faster than that, in my view.
And I think you're right that politically, it's actually the perfect tool to sort of express
a viewpoint that, you know, sort of has this sort of weird financial, potential financial
benefit.
And when you mix those things together, in my mind, I think it could really, really impact
politics in a way that we haven't seen before.
And we're already seeing it a little bit like, you know, Trump's poll numbers and a couple
of polls jumped after his tacit support of crypto a few days ago at that event.
And for the poll numbers to move, you know, a couple of percentage points that quickly,
potentially influenced by that viewpoint versus him basically purporting that Biden doesn't
have a clue.
I mean, that should tell you something that, you know, we're in an age now where information
can move very, very quickly.
And I think once young people understand that they actually have and wield political power
and can use these sort of tools to sort of express a view, it could be really, really
interesting.
And I think this political cycle is going to be, it's going to be rife with very interesting
episodes that we haven't seen before.
I mean, you even have that in the sense with just Roaring Kitty coming back, right?
Let's not talk politics on that sense, but a couple of tweets, a couple of memes, literally
specifically memes that were put out there.
And you really saw how much money was on the sidelines, right?
For this supposed dead bear market, no one's buying, you know, what are we waiting for
X, Y, Z?
I mean, you got one or two tweets, you got 2 billion liquidated within 48 hours, right?
And all this money that in our mind wasn't even present or involved in the space just
now come from, you know, out of dormancy.
Granted, this is the stock market.
It's a different kind of sector in a whole, right?
They're not necessarily in the same bears and lulls that we are, but it's very much similar,
right?
In terms of like the way that we're going, we've yet to fully break apart from the stock
and kind of just trend independently.
So I think that that was the biggest kind of, I guess, test case or case subject for
me is just seeing the power of a meme being utilized in Roaring Kitty and then just seeing
people activate just out of the blue, right?
Just on speculation.
It's not even...
The dude didn't say shit.
You guys, we might be buying the completely wrong ticker.
Like, that's the thing too.
It's like people are pumping based off of the past and history.
And then watch my man say, hey, I've actually been studying this and this is another, you
know, stock that has been suppressed and this is what we're moving on.
And in a sense, it's like, well, what happens to AMC and GME then, right?
Did those die or does the narrative of them being suppressed still take flight?
And, you know, were you able to galvanize?
So I just think that this was also a very interesting point, especially in this kind
of inflection of the people taking over because this is, and this was an example of the people
fighting back and it was a win, right?
So we know that it can happen again.
I mean, think about it.
Look at it this way, right?
I think to your point, I think what's been building over the last period of time is that
there's a generation of people who are hyper networked and who might at various times seem
like latent, but like, like you said, can be quickly activated, right?
And I think ultimately that's massive political power because I think the incumbents in those
currently power have really no appreciation for how well, well-connected young people are
for the tools they use and how quickly that can be activated towards a viewpoint.
Because I mean, imagine all of a sudden you're seeing these people express a political view
and they have hundreds of thousands, if not millions of people who can kind of receive
and understand.
And I mean, oftentimes, like you think about it, I think, I can't remember what the stats
are, but it's less than, it's usually about half to 60% of Americans that actually vote.
So all you need is to get, you know, another two or 3% to vote a very particular way.
And that swings elections, right?
And so as you can imagine, if, if you have these rallying points and you can actually move
away from just sort of, you can leverage means as a way to organize and bring people together
on a viewpoint, right?
It doesn't take a lot of those people who would have been just sort of in their basement
doing nothing to show up on, you know, the 5th of November and say, I'm going to vote.
And that could be the difference.
And so I think that, you know, at some point in history, maybe, I don't know if it's this
fall, but at some point in history, I think, you know, the political power that exists within
the younger generations of Americans is going to be activated, especially when you have these
continuous episodes where they're interacting with what they think is, or used to be a fair
financial system.
And you realize that the game is rigged.
And I think that's what GameStop represents, like the V1 of this, where, you know, the hedge
fund guys basically were stopped the settlement of transactions in the United States.
I think that was the beginning of the end, because if we're playing the same game you are
and actually playing your game, and then you want to take your ball home because it's working
against you and you're actually like leveraging your political and financial power to stop the
system from you making losses, right?
That, to me, was like the beginning of the end of at least young people believing in the
system.
And I think with every episode you see, you know, young people are like, look, the American
dream was for my grandparents and my parents.
And literally, like, it's been sold to those generations, and we have nothing, right?
And that's the thing I think people oftentimes don't realize, right?
It was easier for people's grandparents and parents to buy a house in their 20s.
People today could barely afford to live, you know, to buy a house in the same neighborhoods
they grew up in.
And you don't even have to go back that far, dude.
That's a problem.
In the 90s, you could go get a house, right?
And in the late 90s, you can go to get a house.
It's like, how much do you make a year?
I make 30 grand.
All right, cool.
No money down.
We'll get you this house today.
And you're like, all right, cool.
And so it was kind of fucking crazy, you know?
Yeah, it's pretty.
Yeah.
And that's what inflation eventually does, especially when it's asset inflation, right?
Because most of the asset holders in this country still are like the older population
and people who have professional jobs, right?
So all that asset inflation from COVID, all the stocks we're making money on, like the
average worker who lives check to check did not have any gains in that.
And those are also people who didn't have any gains from housing because they didn't
own housing.
So you have this massive bifurcation where, right, literally the same folks that sort
of have benefited continue to benefit.
And it's sort of like, you know, keeping everyone else out.
And so those folks, what are you going to do?
You're going to become apathetic, right?
And then you're doing what everyone said you should do, going to college, racking up these
debts, and then you come on and realize you can't find a job that lets you sort of get
away from underneath that debt.
So there are problems all over the system that portend political change coming, right?
Because the future doesn't really look that bright for the average young person who,
by the way, did the right things, right?
I went to college.
I did all the things you said I should do.
But now it's like, you know, I'm holding the bag.
And the only way I can afford a house is to get money from my parents or grandparents
who sort of are sitting on most of the capital.
That's why that Coinbase ad was so powerful, in my opinion, that one that I've been doing
the right thing the whole time.
And, you know, you can't afford this and you still can't afford this.
And you still like that's the only thing that you're met with every single time at every
next level in life is like, hey, unfortunately, you can't afford this.
But we have this kind of system to where, you know, we can either barter some of your time,
your future assets, your money, whatever it may be in order for you to afford it.
So I appreciate you, Aiken, man.
Definitely have some great insight.
Stage is always open for you, man.
We do this Tuesday through Saturday.
So just to kind of transition into something that I got pinned up to the top.
I know a lot of us have been farming Drift for their potential airdrop confirmed.
The Drift airdrop slash the point allocation will be May 16th.
So for those of you guys that did have a bag or have been playing around on Drift, you
finally get a chance to more or less realize that.
So you still playing on it, X, or what?
I got 200 Drift.
So knowing that Arthur Hayes is involved, similar to the Thena, he'll probably dump and then
pump two days later.
So maybe I'll just wait two days to sell my 200 Drift will probably be like 50 bucks
or some shit.
So it is what it is.
I still like Drift as a trading platform.
It's fun.
It's quick.
It's fast.
They have limited perpetuals, but it's still quick and easy.
All you need is a VPN.
So I still like it as a trading platform.
I just don't think I'm going to get rich off this airdrop.
So I'm just trying to find like, would the best time to sell this shit?
And I think it's probably knowing Arthur Hayes and his team, they got some market makers
on the team.
So I would imagine maybe two days after the launch, we'll probably see peak token price
and then probably a sell off until we kind of rebound macro.
So it's a good one.
It's a good one.
It's just, I didn't make enough.
So it's just burgers to me.
So that's where I am.
You got anything else, man?
Yeah.
Pinning up to the top.
I know a lot of us have been dot swoosh, exit liquidity, right?
Oh, yes.
Yes.
Continuing Nike's nickel and diming us now just in the virtual world.
It is continuing, right?
The next kind of step of their dot swoosh kind of saga.
So pin up their trailer up top.
If anyone's interested, you can go meet your guide and just kind of get a glimpse of what
they're doing.
And it seems like they're trying to gamify this in similar fashion that Artifact was
going to do.
So I think that that's interesting in a sense.
Do you think, isn't their shoes supposed to come out sometime in June?
Was it, remember the Artifact shoes?
The one that lit up, they were like supposed to be.
Oh, for the animus egg or whatever that people.
Yeah, that's what I'm thinking.
I think that's what they're, now the animus eggs are like being ready to incubate.
You have the shoes coming in June, maybe that's kind of the combination of those two
events coming together to actually gamify what's going on.
Because a lot of people are suggesting that this is going to be similar to Pokemon, but
these eggs, you go around, use their app, you incubate the eggs, they open up, you get
new characters.
And maybe the shoes are kind of the device.
It's like a walk to earn shoe, similar to step in.
Maybe it's a multiplier.
So I think the shoes coming out with the incubation kind of in the same time, make me think like
those two are interconnected and possibly going to like propel clone X or Artifact into kind
of like a play to earn step in, step in kind of game animus is going to be.
So I think that's what a lot of people have been speculating.
And I think it's probably going to come to a head sometime in the next month, which will
be interesting to see like how the shoes operate, how the shoes intercorporate in the
game.
Do they have an app?
Is it just like something that's on browser base?
I don't know.
But, you know, clone X has been building for a while and I'm just interested to see how
this animus eggs thing rolls out after two years of being like out, bro.
It's been a while.
So I'm looking forward to that.
And those have been a while, man.
Like I remember when we talked about it, I think it was like last February, like, yeah,
you bought these shoes.
You can't get them in Europe because they have batteries in it.
But if you did purchase them and you get the discount inside the monolith, yeah, they're
only 200 bucks, but you're not getting them until June of 2024.
And we just all sat there and laughed at each other because like, man, that seemed like
a long time, but we're right around the corner.
So it'll be interesting that the clone X price goes up.
People are bullish on this.
It's this like make a revival of, you know, clone X.
I don't know.
It's just interesting to kind of see all that coming together in the next few weeks.
So I've got one more package I'm going to deliver.
And then I got something I saw on blast.
I think it's a blast.
It's a new protocol.
Maybe it's on base.
I'm just trying to keep track of new things that are popping up that possibly be interesting.
This one says like, fuck the Jeets.
So a lot of these protocols are trying to create like mechanisms to keep people from dumping
instantly.
I know we had one that was, you can only buy a certain amount of tokens in a wallet.
So like they're trying to gamify like meme coins.
This one's on base.
It's called Momentum.
Take back meme coins from the Jeets.
Pre-liquidity meme coin trading platform.
First release coming soon to base in Ethereum.
Says we're not selling fuck the cheats.
Fuck the Jeets.
Launch and trade meme coins with your own house rules.
Ban ruggers and weak hands.
A pre-liquidity meme coin trading platform.
So people have identified the product in this space, which is degenerates and gamblers.
Instead of building games for people that aren't here, people are trying to build games that
attract meme coins and degenerates and paper hands and people that like this shit.
So I'm trying to bring those projects to you.
And this Momentum project is one that I found yesterday.
That would be pretty interesting.
It's on base.
So let's bring in, you know, some new projects up to you guys.
They have a public alpha that goes live tomorrow.
Pin that up to you guys.
They're up there too.
So coming soon to base.
They basically announced 19 hours ago public alpha tomorrow.
So that would be today.
Be interesting to see how this goes.
Trying to like prevent.
And you can ban people.
You can create rules around how you do your version of pump.fun.
So just throwing it up there for you guys.
If you guys want to check that out, it's another meme coin game that's coming out apparently
today.
So there we go.
Go ahead.
Yuga came out with some news about 25 minutes ago.
Definitely cryptic.
Not too sure what it means.
But in a sense, it says the fishermen, the sardines and the colt.
So I don't know if anyone's interested still in the Yuga ecosystem or has some type of exposure
or at this point, if you're just, yeah, I mean, you're treating it as an asset.
Like I own an ape, I own a Yuga asset and it's just in my wallet to be in my wallet kind
of thing because keeping up with this shit is now damn near impossible, bro.
And I mean, we do this 24-7.
That's all we do is keep up with or try to keep up with the market, you know?
So it's been a little tough.
But if anyone has any kind of speculation or what they think it could be, the fishermen,
the sardines and the colt.
One of the speculations down there is just in the comments, obviously, is the fishermen
is open sea and blur, free for all.
The sardines are magic eating.
All the fish are organized.
The colt is wormhole to A-chain L3 and a Yuga specific marketplace slash platform.
So I don't know, man.
Or they're also speculating that it could be three different locations for, you know,
hubs for apes.
I've heard people speculate that bored apes are going to blast.
That's what people are saying.
I don't think that's true.
But that would be crazy if it is.
Do you think they're going to go to a new chain?
Do you think Ethereum is off limits now for NFTs?
Do you think they stay on ETH?
Maybe on blast or base or go to soul?
It would make it on fork, but not, you know, leave ETH completely.
That makes no sense in my opinion.
Yeah.
I don't know.
It's always – I just hear a lot of rumors about Basie and now they got their own LLC
and I don't know, man.
New token.
Who knows?
But, yeah, we got about 15 minutes left.
I'll pin some stuff up here that are, like, interesting up-and-coming projects.
Got this project called Holies Info, special free mint coming soon.
They have a pre-mint up here.
Not exactly sure what this is or what it does.
Just saw a pre-mint.
Thought it was interesting.
You guys could figure it out for yourself.
There's another one called Zombase.
Zombase is coming to base soon.
Are you ready?
They have – are you ready to rise?
If you received a key in your DMs, you are chosen.
So, if you like, you retweet, you engage with this one, it looks like you get a DM similar
to, like, anti-social frog saying, hey, you won.
Here you go.
You got a whitelist and people are getting these keys.
So, it seems like it's pretty easy.
All you got to do is pretty much just engage with their platform.
We got this other one called Going Blast.
Let's see.
Going Blast.
It is – Going Blast is the first Game Theory auction house built on chain website, Going Blast.
They have a Discord.
Going Blast is launching soon on Blast Layer 2.
It will be the first fully on-chain Blast native penny auction protocol.
Get your pennies ready to win big rewards and more.
Join the Discord and Telegram for more.
Looks like they got some gold allocation, too, I think, from my understanding.
But kind of a new protocol going live on Blast, penny auction.
I don't know if that's something that interests people, but something you can look at.
I got this other one called Axios, A-X-I-O-S, The Forgotten Past Awakens.
It says a hey-ment, which is kind of like a pre-ment to sign up for.
If you guys want it, it's Champions, Fights, Scars, and Triumph.
The Whispers echo from The Forgotten Past on Blast Layer 2 Coliseum.
This one only has 558 followers, so pretty early.
Another Blast.
Looks like a play-to-earn kind of game.
So just trying to give you guys new things, things that no one's talking about,
so you guys can be early to it and possibly get on whitelist.
I guess one that I forgot to mention yesterday is the bot protocol on Soul.
It's called Soulmaker.
We offer diverse range of Solana on-chain robots at our DAF from marketing to copy-trading bots.
So if you're someone that wants a bot, you can possibly copy-trade Ansem.
You can download this one.
I think you've got to buy their coin to get access to it,
and it'll probably be something that can help you in your trading journey.
So those are kind of the few projects that I found over the weekend.
They're interested in me.
Low follower count, so you guys can be early to it and possibly get whitelist and make a little money on it.
I'll throw it to Blaze, Steven, and then we'll throw it to Cool, and then we'll probably end the show.
So go ahead, Blaze.
Yeah, so real quick before we end, the Bitcoin provocados, like what's going on with that?
Other than the lore of ZK Shark and everything, like what's going on with that?
It is pretty cool.
It seemed like some chad-ass shit.
I've been trying to get myself to eat some avocados, but I just can't seem to find ripe ones where I'm at.
But anyway, like what's going on with that other than the ZK Shark lore?
So that's all there is, a ZK Shark lore, and possibly some speculation of a rune.
I don't fucking know, or something's going on with it.
Chief, do you have any more information other than we possibly think it's ZK?
That's all I fucking know, and that's the only reason people are talking about it.
No, I didn't hear anything about a rune either.
We do, no, just do basic, like removing any personal biases.
You can go see who owns the Bitcoin shroom that's an avocado.
You can go see that a collection was created utilizing that Bitcoin shroom.
You know, based off of the tech, the only way to create children is if you own the original asset and the children pass through the wallet.
So kind of giving it more validity on that sense that, you know, ultimately it's coming from an OG or someone who actually holds that Bitcoin shroom.
And just in that sense of just basing it off of deductive reasoning and, you know, all the signs point to it being something.
And now accessibility, what it's going to be, how it's going to be or anything like that is yet to be disclosed.
And now it is just 100% speculation.
Cool, cool. That's tight.
Yeah, no, I don't have any personal bias against ZK.
I don't really have any personal bias against anybody in this space unless you did some dumb shit.
Other than that, I feel like everybody here is we're all on a level playing field.
We're all, you know, pioneers and whatnot.
And one more thing, Espresso, how many stops you got today?
Yeah.
Oh, sorry. I'm about to run across the street.
So I have, I'm at 62 stops and I have 161 and 194 packages.
So I got about, about 100 more stops, my guy.
I can go.
God damn. Yeah, I had 186 yesterday.
I'm sweeping today, so it's all good.
Hey man, appreciate y'all for, you know, just being here again.
Sir, I'm going to go run across the street.
I'm going to throw it to Steven and we're going to throw it to the pool and we'll probably end the show.
So go ahead, Steven.
All right. So for just like general education, one of the other really great art content creators out in our space right now is Da Vinci.
If you're not yet following him, I suggest you do.
But one of the artists that I think doesn't get enough play just got covered by Da Vinci like earlier today, actually within the last half hour.
And that's Pindar Van Arman.
So I'm going to pin this up to the top just for the sake of hopefully helping some other folks just discover what work Pindar is known for and can get a little bit better read in on it.
Because he's absolutely going to continue to create in this space.
And I suspect he's probably going to do a dedicated collection on Ordinals soon.
So would keep an eye out for that.
The other one that just kind of broke within the last, I believe, yeah, it was within the last hour was GM Scribe, which is the Ordinals side of things for GM DAO.
Just announced their next project, which is going to be called The Machine by Isma Helio.
That will be coming before the end of the month.
Details are thin, but you have early preview of that right now that I just pinned to the top.
So, again, like art is definitely going to be on an uptrend the rest of the month.
I'm seeing a lot more collections that are releasing here shortly.
So stay tuned.
A lot of really exciting stuff going on.
Appreciate it, Steve.
Go ahead, Cole.
Yeah, thanks, guys, for letting me talk.
I love the show as always.
I'm a big fan.
I got two alphas.
The first one is Inisha.
Inisha Labs just launched probably an hour ago.
The test thing just came out.
It's a Binance Box project.
I've been waiting for this stuff for a very, very, very long time.
It just went live probably an hour.
You guys are very, very, very early.
I want to put a link up that shows how to interact step by step with this protocol.
I highly recommend you guys do this.
In addition to when the main net goes live, make sure you also interact with the main net
because there's possibly a black wing airdrop because you interacted with the Inisha protocol.
This is the first, this is the one of the biggest projects coming out from the TIA ecosystem.
So let me drop that real quick for you guys.
I like this because it gives you the step by step.
You might have some issues at the beginning because there's a massive rush of DGENs trying to interact with this testnet.
So maybe just quickly drop off the link and I'll give you the other alpha here.
Give me one second.
And so they just got seed round from Binance Lab and Delphi Digital for $7.5 million.
So, I mean, that's not a huge raise from those guys, but something to keep your eyes on, right?
Yeah, it's not a huge raise, but I think what happens is in that ecosystem, it's still really new.
The user base won't be like the ETH or Solana side, right?
So even though the raise might not be too much, the user base won't be as much.
So the airdrop could be big.
I mean, big enough, I guess.
The next thing here, it would be, I said the WEN.
I'm a big WEN believer.
I think, you know, it's the market cap is not too high at $120 million.
So they're running a WEN naming service.
Because I'm assuming, this is just pure speculation from my side, but I'm assuming if you get a WEN naming service,
I'm assuming there could possibly be an airdrop or something in the future.
Just something to look out for.
Not too many people talk about this on my timeline.
So just that.
That's it.
That's all I got for you guys, man.
I love the show, by the way.
You guys are great.
Appreciate you, Kool.
And if you guys don't follow Kool, you should.
But he does some, like, daily videos on airdrops and things and test nets.
So you do God's work, too.
So if anybody wants to follow Kool, he does a great job on breaking things that are happening down on test nets and airdrops.
And, yeah, this WEN thing's from Meow or whatever his name is.
I don't know.
Yeah.
I was just going to say, Trill, just put Kool down for whatever we got coming up in terms of whitelist.
Appreciate you for contributing, man.
And it's, you know, you've been a listener.
You contribute when you can.
And it's all about what we're doing here.
So I'm not sure what we got next cooking.
But we'll reach out to you, Kool.
And, you know, it means a lot.
So appreciate it, man.
More or less, I think we're going to be wrapping it up as well.
So last thing that I got to post is, as always, y'all know I'm a big Billy bull.
And Billy and Gabe Weiss are now officially doing a collab.
It is a bring your own mint and bring your own sat mint, similar to how Bitblocks was.
The outputs slash inputs are all 100% generative.
Sorry.
The inputs are Gabe-wise.
The outputs are 100% generative based off of the original input.
And so pinned up top is a little bit of preview of how it looks.
Gabe's work.
And then the Bitblocks slash Fusion output on the right.
So I've been kind of focusing and looking forward to this.
You do have to own a couple of Billy assets to get access to it, right?
Lowest barrier of entry is his open edition called Reorg.
I think you need 10.
And then you go into Bitblocks, which you need three.
And everything else is pinned at a one-for-one kind of token to access.
So anything else?
That will do it.
I just got one thing that they just soul swap.
The number one swap platform for all your crypto needs.
They just dropped something three hours ago.
Introducing soul swap, follow, retweet, drop your Solana address, May 15, 2024.
So possibly an opportunity there to possibly get some coin or whatever.
So all you have to do is really like, retweet, and drop your Solana address.
They launched it three hours ago, so you're relatively early to it.
So just some information, just some projects, just some stuff to keep you guys early and up-to-date and ahead of the market.
We appreciate everybody that comes to the space.
Cool.
Steven, Blaze, Akin, Trill.
See all my boys down in the listeners' lounge.
Appreciate you guys for stopping by.
We run the space Tuesday through Saturday.
We've got four more shows for you.
So stay tapped in.
Daily Alpha runs about two hours and 15 minutes a day.
So we'll see you tomorrow, and I'll leave you here for Chief to end it.
So I'll see you guys.
And tune in to Steven's show tonight.
6 Central, 7 p.m. Eastern.
Got to do it.
They're going to have some great guests on there.
So, yeah, check that out.
And that will be in Allison's recap thread two hours after the show.
So set reminders when that's posted.
Appreciate you guys.
Yeah, appreciate everybody that comes out to TDA.
Like I said, man, I appreciate everyone that contributes, whether that be a like, a retweet, a bookmark.
It really goes a long way, maybe not to you, but to us and how we, you know, get opportunities and are able to continue every day.
That means a lot.
So if you guys could also show love and support when Allison does the recaps, it also helps with our reach and our range.
And if you, you know, you're scared of polluting your timeline with information because you're a bum, just put a bookmark, right?
It's free and no one can see it.
But it helps us on the algo.
Other than that, guys, it's TDA or Stay Poor.
We do this Tuesday through Saturday, 945 to about 12, 1230 Central.
We'll see you guys at Steven's show tonight.
Don't lose all your money on shitters.
I know it's attractive right now and I know a lot of people are doing it.
Keep your FOMO in check, guys.
You know, it's a little euphoric right now, but that's typically where you lose your money if you don't have a plan.
So catch you guys tomorrow.
Y'all be safe.
We'll see you guys tomorrow.
