Good morning. What's up guys?
Welcome to the daily alpha last show of the week
Was a 10 plus hours 11 plus hours of shows
Oh, yeah, this is the last one start a little later 1030 or probably run for about 90 minutes
It's been on the combo. We appreciate you guys for stopping by for the last show of the week
I know you'll feel bad for the next two days not having us
But you know, we have other shows pretty sure English and Eddie are gonna run a show tomorrow
And then of course, we'll be back on Tuesday and then also Tuesday night
We'll have Steven and our first show with him kind of like going over kind of the art scene
So we got a nice little lineup set up for you
You know for the next few days
But yeah, this is the last show kind of feeling like it's the end of end of a long two weeks
I've been waiting for this Super Bowl for so damn long. Oh English thumbs down
I guess they're throwing us out to the cold this week. We're not gonna get TDA on the stage
I guess they found a sponsor. It's fun
But yeah the Super Bowl man like the week
there's a end of the you know, they have a full week of
Nobody plays and they do that for competition reasons
So if anybody, you know got injured or like during the NFC championship AFC championship
They have a week to recover
So the game is as best as possible and then this year is the very first time we've ever actually had the Super Bowl in
Las Vegas, Las Vegas for the longest time you guys all know has been like a betting capital and
major sports teams have kind of
Said now we're not going there like, you know
They banned multiple players and people in the past for betting on teams and they just don't know we're not doing it
Well about two years three years ago. They kind of said alright, well fandules everywhere. It's in every state
We're just gonna legalize gambling since we're in so much debt
We'll just take some of this tax money and pay off our debts since you want to gamble and then they start moving teams
Into Las Vegas. They have a NHL hockey team. They have now the
The Raiders and then the stadium was built probably like three or four years ago
And now it's hosting its very first Super Bowl and I mean, it's the Mecca of all betting
It's gonna be pretty interesting to see how it comes out. But my Chiefs are basically having a rematch of the 2019
Super Bowl against the San Francisco 49ers
So any y'all want to fucking bet throw your balls on the table get in my DMS. I'm down to go up to
Let's say $200 on this game if you want to bet the 49ers straight up. So
You want to bet hit me up? I'm betting on the Chiefs
Those are my those are my boys if you guys want the 49ers hit me up $200. Plus. We'll throw it on the table
We could even do a $200 NFT or something like that and winter takes off. Let's fucking go Eddie. What's good, bro, dude
I'm not betting a fucking dollar against the Chiefs. Honestly, dude. I
Well, they're only talking about baby bits y'all feel this strong but over here talking about $200 man
Well, I mean, I don't I don't feel that strong. I just I could not bet I can't bet against Pat dude
He's in his he is in his era. Okay for the for anyone that likes Taylor. He's
Don't know it was like arrows or something like that, but anyway, dude, he's crushing I'm looking forward to it
It's gonna be a fun game tomorrow
Yeah, I mean I would I said I kept it low at 200 because I want to spend my tax return on crypto not
Bet but you know it is what it is
And I want to buy I'm gonna buy some some I want to buy some say I want to buy some sweet
I got so I got a checklist the shit. I need to fucking buy that I've been waiting
So I'm gonna I'm gonna do it all I'm just a fucking spin my tax return right on fuck crypto and say fuck it
Do you never just want to sit there and spend it all only on one play just so just to see if you could be
That guy well, what would how do you feel comfortable with one play?
Like how much does it go up to like when I put two thousand dollars into a coin?
I feel like that's enough for my part. That's not that's not one play, bro
That's like, let's just be honest. You said you want to do your whole tax return
Whatever you get on your tax return
You just say I'm gonna go balls deep on pit and I'm gonna be that guy that that put his whole time
Like that's your story, right?
I put my whole tax return on this one coin and I a thousand next and here's life like you ever want to do that
Yeah, I'm thinking about doing that on cocky new
Really? I mean, I really feel like that meme is gonna be awesome
The cock wasn't you it's no longer there anymore, you know
I I think that if you look at the a backs foundation and their criteria of kind of this community coin kind of thing
They're doing cocky new fits all the criteria that and they say if you fit that criteria, they'll fund your coin
So like just imagine the a backs foundation basically backed cocky new that'd be like Solana Foundation back in bulk
And then they're talking about this trader Joe phone. That's just like that's just gonna be airdrop to everybody, bro
Wait, were they are you sure it's actually a phone? Yeah, they did
But let's let's hit some housekeeping first and then we'll take off
So first and foremost we got Allison's thread up top for those of you guys that don't know Allison does a recap of everything
That we cover on the show
Is for you to actually go and do your own research, right? You grab the thread you figure out what?
This is where chief can't even do the reed cuz he gets cut off cuz desktop is f and everybody up these days
So right in the middle of the ad oh, no way
I didn't even make I could never get a desktop to work
So buggy like we've had this problem for the past week chief can go probably 20 minutes and then he gets a rug off desktop
Allison's thread up top is a recap of everything that we see in the show and everything that we talk about
We know it's a lot you can listen to the recording and also have all the information that way you're not lost and just searching
Give me one second. I got to find Chris's post for the top just because I'm doing it from the main account right now. So
Boom the TDA is sponsored by I'm so this month. I'm so is building a cross
Chain infrastructure system between Solana and Bitcoin powered by the evolved token
You can find the evolved token on the bird eye app. It is a Solana based token pinned up
Top is his endless runner where you can earn bonk along with other crypto and play with any of your favorite characters
He has four other mini games coming out and in the next couple weeks
We'll learn about the Bitcoin side and how all of the interoperability and the cross chain connects
So shout out to Chris and I'm so for sponsoring space
No, mr. Cross chains up here. What up Frank and you don't ever miss an opportunity. So you're a great marketer
You're talking about betting. You're like I'm getting on this stage. I'm talking about D bets my guys like let's fucking go
I saw that's pretty cool, man
That's the fact that your team and I guess you guys made a private
Discord and now you guys are doing D bets where if you win you can win a you in like a boatload of dust
But it pretty interesting pretty interesting. You're kind of compete with the big dogs now
That's pretty dope. I mean, I saw your post last night. You're all on the Chiefs. So you're making the right call my guys, obviously
Yeah, I feel like yeah, I feel like the Chiefs just got it. I don't know. It's hard
I can't imagine the 49ers winning. That's the thing
So when are we when D God's gonna invest in a football team, I mean
Buffalo, aren't they aren't they spinning up a lower league and make it and bringing it back?
It's the AFL and the XFL combined this year to make one big-ass fucking league
So yeah, maybe we get an exit. Yeah, and the rock is on that one too, right? Like you that's
Come on a space bro. Like yeah fucking billion fucking followers of Frank sponsors
The rock get the rock and Hezbollah on a space have the world's largest man and the world's smallest man
Yeah, man. I'm taking notes. Hold up guys. Fuck
Yeah, bro. The XFL is is is running. I think it the rock is the CEO of that fucking shit
So and then you guys see the WWE's come in the fucking Twitter
Like like Vince McMahon's out and Triple H takes no time to put this bitch on fucking X like I'm down, bro
I'm down to watch WWE and then the rocks coming back to WWE like, you know what I'll be doing
I'm gonna be watching WWE on my ex while I'm on spaces delivering packages. Well, I think there's a lot of parallels to you know
Yeah, really if you really start
At the late hours of the night you really started thinking about it, you know, it's like yeah
Yeah, I already unpacked it that much. Well, who would you be is a WWE character?
Are you gold dust? Like I don't know. I'm like Stephanie McMahon or something
Yeah, now that CM Punk arc was when I think I stopped watching
Yeah, that was it was cool
The edge intro music his fucking walkout song was insane if you if you don't watch WWE
This is it sounds fucking still be what I'm saying. But yeah, Randy Orton are you guys sound like some nerds?
Not the cool kind of nerds. It's fine. We love WWE. What's nerdy about watching a bunch of Jack dudes fucking go at it, man
That's not the part that bothers me. It's the it's the the clothing you can be Jack and go at it in any other
Clothes you on it's the Spanx for me, man
So how's things are much different than NFL? That's my favorite part honestly
actually my favorite part too, but
We're going down the wrong the wrong direction really fucking quick I blame Frank we are the generation X
Everybody else blames Frank. I'm just gonna blame Frank for the for this for this this start of this show guys
Let's get back on track here
Eddie you had your hand up and then we'll get back into what I wanted to talk about the start of the show
Oh, I don't know where you're gonna start things, but I don't have that much time
So I just want to run through a couple things. That's fine. Go ahead, bro
Take it. All right. Take it friends. I got some what's up. What's up, everyone?
Hope we're all doing good. Good luck with your bets tomorrow
If you're gonna do that, if not, go get some wings and try still try to figure out what I want to do
So a couple things one it's airdrop farming season if you haven't already been farming
Apparently so I didn't know this but like so easy
With Magic Eden with easy got like five hundred thousand diamonds for his all-time effort on Magic Eden
So, you know, there there's there is like that's that's just the baseline to what I'm about to say
I know people that are farming Magic Eden and making five hundred thousand diamonds in a day
There's like there are actually tricks of the trade and from what I can tell it has to do is literally this guy
Any this guy I'm gonna let someone else in the TDA that's here. Oh, like that you guys have already been talking about it
I'm just running through I'm just bro. I made these nuts run from point zero zero three to whatever the
No, I was the one that started it I was literal I have messages with the Magic Eden depth saying yo your shit's broken
What 15 K in a day in two hours
But TDA has been cooking on on the Magic Eden diamonds for the okay
Nevermind then I got whales market now
So you can sell your diamonds to on the the whales market with the whale token. So that's another plus
I don't know if you knew that but you can go sell those there if you are farming them
Okay, so then nevermind that's covered this cover whatever I guess I guess we'll note like
Since you're here Frank the the wormhole partnership and assumedly the wormhole airdrop that you're garnering
and if you're looking for others
Monad like I would be reaching out and trying to get in that cabal. Well, Eddie. I just DM you reaching a chat, bro
I DM you a fucking minute ago and I dropped the ball on the response
But I saw you on the spaces and I was like, all right, bro
Hopping up here literally to talk to fucking Eddie, but we need to just talk. Oh, yeah. Yeah. No, absolutely
So there's that and I'll actually I'll set that up ASAP and then outside of that man, I guess the only do it right now
Let's go. I'm right now. We do it live. We do it live motherfucker
So and then the last thing then cuz I'm sure you guys have covered basically everything else
I've been told and I'll just like I've been told that if you're in the New York area, which I am roughly
But if you're in the New York area, there's an app called Blackbird
and basically it's it's made by the same guy who made resi and
It is a it's like a you go to the restaurants and you spend a little bit of money and they give you points
And those points are like it's gonna end up in a token and it's again made by the same guy who made resi
It's backed by a 16z and it's just like this super under the radar thing that I know people that have basically hit
without miss for the last eight months on every airdrop and everything that they've done like just perfect a
perfect record of the last year and they are at this point making trips like scheduling trips to New York City to
To come to New York rent the place for a month
And just travel the city every day
Garnering these points like if you if you happen to live in New York City
I'm not saying you should come out and fly out here
But I'm just saying like I know people that are going to these extents and have been
Literally aces where they've nailed every single opportunity that they've gone at
For the last year and are now spending time flying to New York City to lock in these points. So it's called Blackbird
I think it's Blackbird underscore XYZ. Just take a look the guy seems cool
And it's I mean if it hits the buzzwords, right a 16z back resi founder
So just something to keep on mind. I guess I'm sure you covered the rest of things, but let's take her out
Oh, I mean we're going to NFT NYC in April if they don't release their drop. I guess I'll that's what I'll be doing in April
So yeah, I mean Frank how it how that a mobile app?
Great. So like we've seen that kind of we've seen these found the founders or maybe there's more projects
Is it the crypto projects that are contacting NFT?
NFT projects and kind of want to give these tokens to actually humans and not like bots
Is it a combination of both or you guys both reach out to house? How does that work? Like dude?
I want to do something for my team and you hit wormhole up or wormhole like yeah
We want in a tease like cots like for the past two months. We've kind of seen this switch to
tokens actually offering tokens
And they're I'd kind of like their airdrops to NFTs
We saw that with dimension with pudgies and bad kids club and mad lads
Oh, we kind of hear that with wobs doing the same thing and then you see with you with wormhole, huh?
What is the conversation like is it something like they're open to it and they want to have the conversation or is it kind of like?
prying prying it open and like they're really hard to deal with
Cuz I think it's like a new it's a new kind of thing. Yeah, I mean, I think it's the matter right now
It is the matter right now. I mean if you go back to 2021 2022
It was it was NFT whitelist, you know
You had an NFT and then you would get more NFT whitelist and that was kind of like a money printing
Mechanism now you have a lot of latent
L1s L2s and protocols that are doing this
I think the question to me that's interesting to follow through is I feel like the highest upside things are gonna be the things with
You know the least attention or the least excitement and so there's the level of outbound the projects are starting to do
There's a lot of inbound as well. It's just a matter of there's a
Infinity number of new things and then you want to as a project, you know make concentrated bets
as well with who you send your community to and
What you partner with so I think it's an emergent behavior and NFTs make sense in a lot of ways
But as anything in crypto, you know, and now I feel like the boomer
Seeing this kind of play out very very tightly is anything crypto when there's like this kind of mass
Euphoria around a meta that means that the meta is already starting to shift and change and so I'm curious to see where the puck
goes on this what I know for a fact is
Tokens are going to be more and more interlinked going forward. This is like a fact now, whether it's the ERC 404
Whether it's the airdrop meta that's happening right now
The combination of like fungible non fungible, I think is gonna be a big big player, you know throughout this cycle
So it's gonna be interesting to see because you have this big points farming meta, you know over this last year
Which you know, we were kind of early to of like this this kind of concept of the off-chain points
But I think that what people realize after a while is that it's just really hard to build the right incentive program
That doesn't get civil attacked or just farm to absolute shit
And so now NFTs offer this other pathway where hey like there's this, you know
finite number of tokens on the blockchain and there's this already existing community but like
Imagine, you know an NFT project getting a hundred airdrops, which is kind of how everyone projects it right now
You're gonna imagine that that effort and the value creation there gets diluted over time
And so I think again, we're in the midst of that meta
People tweet about things as if they're gonna be forever
But I think it's already starting to shift in another direction
But yeah, there that's definitely gonna be a user acquisition strategy for you know
a lot of these one of the things Frank that I would say is when you talk about
In a sense like the points matter right there's a difference between a retention system and
You know either an acquisition system and a revenue model, right?
You you retain people through point systems
You don't acquire new people because you have a badass point system, right?
And I feel like that's the disconnect that in theory in theory. Yeah, like yeah, that's what it's supposed to be for sure
It's yeah a hundred percent that you know, the thing I'll say it's like even right now something to point out
You know, I'm going deeper and deeper into ordinals over the last few weeks, too
And what I'm noticing is like, you know, you're seeing this kind of rise of the game theory
Like these game theory mints things that are kind of built around these mechanisms
And if you were there in ETH, you know 2021 2022, you know
if you remember guys like Murat pack there was like obviously a wolf game famously, but it was like it's kind of wave of these
game theory mints as well and
Obviously like, you know, it's hard to point to any of those that still last today
But they I mean if you guys remember man, like those things captured the fucking you know
Zitegeist for a very long time on ETH where like it felt like every week
If you didn't have some crazy smart contract on your NFT mint, nobody gave a fuck
But I would just point out to people like the history of NFTs now
We're getting to a point where things are starting to reflect and the same trends are kind of happening again
But then you also have market participants that have seen this, you know before and so I feel like the best advice at this point
In general whether it's like, you know, the token meta game theory, whatever it is
It's like the puck is just moving faster and faster and it's accelerating and whatever like is cool today
Is it just seems unlikely to me that it's gonna stay, you know, cool as cool as everyone's bullpost thing, you know forever
but I think it's just interesting to follow and notice the patterns because it's just so many similarities and so
What I pointed out even with the whitelist meta, you know back
I remember when board apes were first running, you know, I wasn't in board apes
But I was following the whole space pretty closely. It was like there was this whitelist for I think it was like an artifact
I think it was artifact early on where there was like board apes got airdropped essentially like 20 30 ETH in
Value from like this whitelist that they got and now you're kind of seeing that happen again, but it's not with NFT whitelist
But over time, you know these projects get like get airdropped so much the thing kind of gets diluted
The first one doesn't hit and then all of a sudden there's a kind of lull
So the first time that like in the first time an NFT starts to run on token speculation
And then, you know, it doesn't perform in the way people want
That's gonna be kind of like a setback for the ecosystem in the same way undeads, you know
When they launched just recently on Solana, it was like kind of this huge wave on Solana mints potentially, you know running
100% yeah, so I think it's just like as you're bringing up, you know
People are saying new meta new meta new meta
My thing is like when people start saying new meta
It means the meta might be like, you know getting to that point where it's it's ready for a new meta
And that's what I would categorize is like where it feels early bull run energy
Is it's actually the people that are paying the most attention and not?
Yeah, like I just think the most attention to where the puck is going right now because with everybody's tweeting about it
I remember when dimension was first announced with pudgies
People started tweeting about this kind of meta and now we're kind of in full-blown
Every protocol is hitting up every project. Everything's happening all these airdrops and I'm just wondering, you know
I think everyone should be curious and nobody has a crystal ball
But as this thing starts to grow we're the highest asymmetric upside bets
And that's the only thing I'm saying were is it the stuff that everyone's talking about on Twitter or is it?
You know something that's gonna come out of nowhere and everyone's gonna be like fuck. How did I not see this?
But I will say just the last thing on this
I'm not tweeting about it as much but it's kind of hard to ignore that
Ordinals when you just zoom out and look at where everything's at like ordinals is the place right now for pure
NFT M efforts or people that are really in the NFTs and obviously runes is gonna start popping off like this Arctic thing is interesting
But the mints are happening right now. You're telling me that, you know fucking quantum cats minting for 12 mil
Is not like sparking the radars of a lot of people in the ecosystem because that amount of liquidity now rotating in this in
Huge trading volume. I think it's only gonna continue to grow
So just that seems to be right now to me where the puck might be going for at least
You know until the next puck until the next thing
And so actually at best I think
Yo, so yeah nothing with you Frank if we don't see you on the regular
You can go ahead and not hit the fucking request button. I don't know if y'all think shit sweet. Welcome to the TDA
I'm chief this is expressive. We've been here for two fucking years. So let me explain to you
What is sweet you gonna raise your hand? We gonna run the show like we always do and
Just cuz the stage is big don't mean you get a spot on here homie. I
Think airdrop lot last thing last thing just to wrap it all up here
To me. Here's a simple way to look at it
We're entering a place where prices going up and there's more liquidity more more volume
But there's not necessarily a huge influx of new buyers
So the logical conclusion that is we're in the rotation game deeply
Everyone is just rotating to the next thing to the next thing to the next thing which is interesting and fun if you're super active
But that's just I mean to pay attention to you is when people are in the rotation mentality
It's always going to be the thing kind of gets hyped and then it's the next thing and the next thing and the next thing
And so I don't know like that's just you know until there's a huge new influx of buyers
I do think we're just in this rotation game, but with more money with more liquidity, which makes it fun
But yeah, I don't know keep keep on the lookout
I think airdrops have always been the meta and free money is always the been the meta and I think this isn't a meta
this is gonna be how we onboard the next million people it because we're basically getting stimulus checks for participating and
I pinned this up yesterday and I kind of agree with if retail returns this year. It will because of airdrops
This is not 2020 2021 where interest rates are at zero and abundant of money printing
People are having a harder time many living paycheck to paycheck
They don't have money to ape into random ship coins
What they do have is their time airdrop farming may just become the new drop shipping
so I I I think when we're in a we're in kind of a meta, I would say an end like a web 3 meta, but
Eventually, we're gonna this stuff is going to trickle out into real world of like what you made that much money for what?
Cooking a few buttons and staking like $20 on Celestia, dude. I'm coming in here. I don't make that much money
You got airdrop $2,000. That's my monthly paycheck. So I actually think this isn't a meta
This is how it's always been
I think the the fascination with board apes was how much money they actually got airdrops and I just think we're just kind of
now we have this kind of Ponzi where now you stake Celestia or you stake dimension or you just make these coins these native coins and
Anything dropped on that those those new customizable blockchains now you get that money
So I always thought it airdrops was the meta and I see this becoming more and more popular actually
Know the future is multi chain. I love layer zero. It's amazing
Like we hear the symbol of the civil attack constantly and I think what you what project founders are doing or actually is smart because
What do you have the option?
You can dilute your project and make the Genesis collection go apart either farther down
You can drop a token and then if you live in America, then you're kind of in a gray area dealing with that CC
Or you can use the community you built go
Go market that and say we got these users and then go get tokens that aren't attached to you
But what it's no difference. It's basically the same thing
But it doesn't affect your original collection as much as dropping your own Tony your own collection
I mean look at pudgy penguins are at 19 East and
Board H are at 23 and it's all based off this dimension thing and people are speculating. There's gonna be more free money
So it's just like this is it's not gonna end anytime soon
I think more and more projects are gonna leverage their communities and actually get a piece of these airdrops
There's over 250 airdrops coming out this year
There's tons of room for these other projects to leverage their community and get some tokens for their own community
So I hope to see this stopping anytime soon
I actually think this on boards the next million users is actually airdrops. So how I feel go ahead to you
No, I had a comment on magic in them, but that's that's in the past well real quick if you're farming the
I mean you can pretty much watch tray and get them
But I don't recommend doing that because I'm pretty sure they will go back to it and remove those points
So if you're cooking points and going to Wells Market to sell them my friend
They might remove the they might remove those because they they need volume. They're losing the battle to tensor right now
So they're gonna let you do whatever the fuck and then they're gonna take it away. That's my guess
And these pre-market these pre-market trading sites are it's like a different dynamic man
The fact that now we can see what things are trading pre-market and they get actually
Another layer of kind of complexity like do you even trade the token you just trade a pre-market?
It's kind of it kind of weird and then like you have some popping up. I don't know if you guys know what ribbon finance is
Back by paradigm big airdrop back in 2022 2021
Rebranding to that Avo and they basically are gonna be able you're gonna be able to trade whitelist
It's a layer to and I think that's in two weeks
So ribbon finance has its own layer to that
They're actually launching like a whales market competitor on and it doesn't have a token yet
So if you want to participate on that, I think that might be something that it starts to become a hot narrative as these pre-market
Tokens and you already saw whales market pumped like
97% or over a hundred and twenty percent based off just activity of pre-marketing of Jupiter and dimension
So I think these these new marketplaces might have like a nice little meta a nice little narrative going in and Avo is
You know backed by paradigm ribbon finance and they don't even have a token yet
And you can basically play on their layer to and possibly get that token to watch by just participating
With their like their protocol, so I'll pin some more information on that
But I think they're rebrand is in like two weeks from ribbon to actually Avo and they already have their layer to
Running so check that one out, but we have tons of hands. So we're gonna go to those
We're gonna go to Eric and then we'll throw at the crypto and then we'll throw at the gambler
What up, Eric? How you doing, man? Long time. No talk. It's good, bro. Hey, man, what up in the quench?
We're having a problem with the desktop. I don't know what they're fucking with but he gets rubbed every
15 minutes on the desktop, but you'll come back
Perfect. Perfect. He's listening. No. Yeah. No, he was I was DMing him back and forth
He shot me with a stray bullet on that combat a little bit back. He goes through a DM
You know, no, like yeah, it was I was on a common of points fatigue. I
Don't think the met is changing as much. I think
the meta around giving somebody a
Tangitable denominator of performance within the platform is gonna stick whether it's diamonds rewards points, right?
that's where the the naming conventions will change and then
we're we're looking at a lot of this stuff with inside a travel swap and one of the biggest things we get is like
People want points to be tangible and if they're not tangible then all you get is speculation and then you know
you get you know whales market and stuff where it's like well the best we can do because we can't use this damn thing is
You know try and offload it to some other person in the meantime. And so I think the meta changes
When you provide when that point
Which in most cases platforms are trying to use as like a precursor to a token drop when that feels and can be
Driven this, you know tangibility on the platform
Like the issue with it and somebody commented down there is that you know as a platform
Especially if you're new if you are using a point to farm daily active users
And then you're using that to potentially go raise
You're gonna have all these metrics that look insane like oh we have 10 million fucking wallets and it's really just you know
50 dudes in a basement that are washed trading back and forth and then when the platform goes live
You know the token drops 60 70 percent and it's because well
There wasn't a huge amount of organic users in this and so, you know
This is why you see kind of like, you know
Crazy Ponzi nomics and referral Ponzi's and all these platforms really trying to like
how do we prop up this point to be a speculative value all the way to potentially TGE and
It's all because their platforms are usually
You know pre-launch around it
and so I think the meta changes with the platforms that can gamify like that stuff, you know, like if you ever play CS
Go right, you know using a point to mint things that then open cases and those things and and these things and these mechanisms have
To be built organically like within your within your platform
Otherwise like your your point won't hold
In your platform won't I call it like the portal arc
Right where these platforms come online and then they're hot for like 60 days and they have an Icarus arc
Right, they go high and then they they fall crashing down and then it's like damn remember that platform
We were talking about like two weeks ago. That was like the the bees knees and now
now no one talks about it and no one really cares and I think that's that's the meta where it all changes is the
Platform that can innovate around these things and provide the most tangibility. So just want to provide that on my rant brother
100% right. I don't know if you I picked up top Arthur Hayes
Released in a blog post yesterday going over like the points meta and
Kind of just like a summary of that
I'm not gonna read it all but he basically points are described as a blend of ICOs and yield farming providing projects with the
flexibility and users with potential rewards
He basically expressed optimism about points programs becoming the significant aspect of a successful token launches in this current crypto cycle
But this is why I'm saying like every all the smart people are saying this is just getting started and a lot of people
They're here every day is like it's just a meta
No, like airdrops in free money has always been why people have been here in crypto
I think we're just now getting started with these points. So go ahead chief when you can
Go ahead. I fucked up and ended up clicking to remove myself. So we're there
when these points right we talk about interoperability across blockchains and whatnot, but when you can actually
Function and be able to tap in even if it's not at a one-for-one ratio
But let's say at a discounted rate
Similar to like a credit card right or those kind of rewards points
That's when we really truly unlock this next level of I would say
Because and then it's I can grab, you know points that I farmed. Let's just say on liquidium, right?
I was a big whale over there. That's where all my liquids tied up
I have a shit ton of points, but I need to travel but all my liquids tied up in liquidium
So it's now I can go and say hey look Eric
Are you willing to take or maybe there's a system in between?
Right that I can go and say I cool. I'll deposit 500 liquidium points. You're not gonna get 500 travel swap
Is that work for you? That's the rate XYZ. Yeah, whatever, right?
So when we can start functioning and utilizing these almost as if they were a max points or something like that
That I can transfer it from the the spending location, right basically the hub to
individual experiences to a travel experience right to and then a loan platform to
Let's just say in an art gallery, right in each one the same points have that ability to be fluid
That's more or less next level. I mean, I know that we're still in the beginning of establishing these point networks
But I really think that once you get to pass that the next should be setting up these roads
to make these points interoperable that way you're not limiting people on
Spending on one specific product because if I don't travel often
But I can compensate it on another side of something that I'm a power user on
It only makes sense. So 100% I mean to touch base on that real quick
So, you know the one of the ideas we're playing with right?
It's like the ability to all earn multi tokens at the same time, right?
Like think of a world where you swipe your Amex and you earn Amex points chase points and Marriott points
Right and obviously, you know the limitations and the you know the thing around that
We didn't really look at on the point side
We were actually doing it via like our protocol grants reward program
So the ability of like hey you book travel and you would earn those you could earn
Avax you could earn a variety of these rewards and and then at that point you're able to like even a user who books and
Now when they log into their account and they're like, oh shit, like how did I get Avax?
Like what's this? What's suey? Like why do I have these other tokens?
You can begin to like as you said almost like rebase these points between different users on the different platforms
And then also funnel that to when the tokens go live too
I mean, that's the ultimate goal of all these platforms, right is, you know
It Avax it has a hard time getting a Bitcoin user an ordinal user to ever get to their platform
But the platform that can bridge those two communities ie their rewards mechanisms
And then integrating at the infrastructure layer to you know, making it really easy for those
Communities regardless of what wallet they have or what chain they're on to connect in and participate
That's that's the real key. I'm a hundred percent in line with you. That might be what the meta is
well, I think that the pie in the sky isn't that kind of what our vision of crypto in like
5 to 10 years is is that just
Regular merchants from like your grocery store to H&M to Louis Vuitton just accept aetherium in our crypto
Like in that what we want in that kind of what what we're kind of striving for and eventually it will be shoved down their throat
And they will surrender and they will accept our crypto. It's just a matter of time
But yeah, I think that's kind of what we all expect. That's why we're here. That's what we're building for but
Appreciate you, you know, Eric and bringing up your point
I'm gonna move on to the next hand and that's crypto and then we'll throw at the gambler and Plosky. So good crypto
Hey, thanks for having me up
Love what Eric was saying on
You know creating utility for points up upstream of the token event
For context, we're working with proof deadfellas chimpers and a bunch of others. I can't talk about quite yet on points
And one thing we're really focused on is bringing utility to points and finding the right
kind of loops and sinks for
The currency prior to that token event and one thing I'm seeing a lot as we go deeper into gaming
Some of the like AAA ish web 3 games that are coming out right now is actually the concept of having
You know various sinks within gameplay for both the soft currency or off-chain currency
Even while certain actions are kind of like ERC 20 or hard currency required
And so I think you know, like what I'm bullish on is projects that actually figure out
What they're doing with the token and how that token
layers into them achieving market fit as a game as a business as a community upstream of
Actually taking things on chain and locking in tokenomics and the other side of that is if you do it
right and you really define how values accruing back to those point holders those token holders is
regulatory because when you blur the line there on
interoperability on points upstream of that
Kind of token lock-in that's where it gets pretty scary if you're in any of these Western
regulatory regimes like the US
How exactly I mean is it because
There is no well, I guess there is a monetary base to
Amax rewards or how exactly I guess is the terminology
Maybe anyone can answer but it's a liability on their balance sheet
So if I issue a reward point like it's like a travel point the most common point in the world, right?
Like that's it's a portion of spend but it's always the value of that spend point is sitting on my my balance sheet
So I have to have dollar for dollar on my balance sheet whatever amount of credits, you know
A chief or anyone else was issued on the platform
And so there is always a pegged value to those points and if you go and rig through the terms and conditions
But they're not you can't speculate against them. You can't trade them. So those points never blurred
I think that's I think that's pretty specific to travel
Um, if you abstract the direct value of the point
Which is what most of these web 3 projects are doing then you don't have to store it as a liability
And back to what Bongo was saying on like the magic eaten farming
Thing earlier is today in crypto
The point of points is that you can rebase you can change the value you can change the utility and figure out what?
The the right outcome is for that within your ecosystem
And so I think we see a lot we'll see a lot more of that. I hear you on the travel side where it's
Almost more financialized than points are in crypto funny enough
I was just wondering on the legality of the terminology when it comes to the points if it is considered that as a one-for-one
But no, that was a solid solid kind of breakdown of this because I mean we've been talking or I've been talking and sharing about
how this experience meta and this what you have access to because of right is essentially going to become
The tradition that we go to and the the sooner that founders can identify that their communities are distribution avenues of crypto savvy
I have eth I have soul I have Bitcoin in my wallet then how do I benefit?
Company the protocol whoever you're interacting with because that's ultimately at the end of the day what you have to show
You don't want to sell your community anything
But your community can if they're interested, right is a direct line of distribution for XYZ product or marketing
Let's go to gambler and then we'll go to Stephen. Go ahead gambler
Let's go chief. Let's good X to the interstate for just a few quick updates from the say side. So
Y'all heard me or some of y'all heard me bring up the alive NFTs project yesterday
It was a free mint one of the first true art collections on say it's a generative art collection
111 piece collection again, it minted free
It's currently sitting at a 400 safe floor, which is an over 2x from where we called it yesterday when it was at a
What 250 ish floor about $170 expressed. So I asked me how much it would be for one
It's about 170 and now it's about 2x that
Off the news there was an AMA yesterday
And y'all also heard me mention that my play here was a bet on
this thing turning into kind of like the rubber is for soul where
New art projects are coming in and using this community as like whitelist
and we're seeing that happen already, so
there's another new project say I
Forget what it's called, but it's getting some hype
I sent it in the chat and I commented under my alive and I was like yo whitelist for alive and now our
Collab guy for alive is working on that. So that's cool
and then there was also an AMA yesterday with the artist and founder and
He confirmed that there will be a snapshot next week for holders and depending on how many you hold
And you'll get a certain amount of claims or airdrops
In relation to how many you hold now that the tear the tear list in terms of how many need to hold to pit
Each tear has not been made clear. That's they're leaving that a mystery
But you know do what you will they did confirm that holding at least one will still get you something
So you won't be without nothing. So wanted to update alive
Like I said now it's at 400 about 400 say I did pick up another two this morning because they they sold they went up to
Last night and so I picked up another two not my natural advice
I mean, we'll see I think this is a good long-term hold the short term. It might be a little bit frothy
And then the only other thing I wanted to call out on the say side is we have a new NFT on say claiming to be
Something like a hybrid NFT like the technology we're seeing on the ERC 404 is now
This is something that I just had sent in the you know, one of the say chance I'm in
So my research is very minimal, but I just pinned up a good
Tweet that covers kind of red flags as well as why it's important
It covers that it's kind of like ERC 404 is on say
But the red flags are that the team is unknown
And we don't know well the team is unknown that seems to be the biggest red flag, but the team is in the comments
Saying yeah, we're down to do and to do an AMA
So wanted to update on the live and then this new tech we're seeing on the NFT side of say
Dude, these 404s are fucking popping off on every chain and now people are iterating it and making new ones
And then I saw a post of side guard this morning saying he's gonna get with this big brain buddies and create a brand new
One so this is just getting fucking started like it's everywhere
I even forgot to mention one yesterday
The name of it and it's already at like fuck I don't you know crazy amount price
I think the NFT is like 30 fucking ethers some shit. So well
I'll say this is a good opportunity to kind of remind folks to remember that projects
See a hype and they want to attach themselves to that hype whether that was originally the game plan or not
I don't know if that's what's happening here
But I will say that I jumped into their discord and they're their first and only announcement they have up there is from the 26th of
January which was a good week or so before any of this 404 hype and it doesn't mention anything about
Hybrid NFT or 404 so it leads me to believe that
Maybe this is a pivot to kind of get some attention. So I'm watching it be wary
Alright, alright, I'm watching
And you've been you've been spot on on your say calls all week
So maybe you're the influencer that's pumping all this shit because everything you talk about this week
It's like up to X. So shout out to you for keeping us updated in the community update on everything say
Let's go over to Steven. What up Steven? Good morning, bro. Yo, Jim
when I go back to the points for like just one quick second, it's like
I'm thinking at a different level on it
like you guys have already covered a lot of the idea of just like the points farming and then the resale markets on points is
Current speculation on like the point systems as a service companies. I'm not trying to specifically
direct this at cryptos act but
There there are a handful of different, you know protocols and companies that are out there right now
They're helping the people that are deploying these point systems for their projects
Do you think there's any type of ground for that becoming an air drop play of just like starting to engage with all of the services?
All of the different teams that those points service as a start the point system as a service
Teams are working with or am I just thinking too high-level? I
Were any tools one, but I don't think there's a super direct correlation there
I'll actually be honest and say that
Per what I just described
I'm a big believer that you need to have product market fit before you go to a token and
As a B2B staff style business, I think we will need more time
to achieve that that type of
Fit before before we get into our own points and token creation event
The other issue with that is is when those teams that typically try and do like a one approach fits all
That leads to the kind of stagnation that you're kind of seeing in the points fatigue now
They're in the business of just pumping out and and getting models out of like hey sign up for a third-party reward system
And then eventually you just start seeing all the reward systems being the same
I think you know crypto was saying this to like it's got to be buried but spoke if it's too template
Which it kind of has to be in order for that model to work Steven it the the crypto consumer
It's hard to get people to engage. It just they won't
That's what the data shows what we've seen at least, you know
Yeah, no, I can clearly get that. I mean we've seen over time whether you're looking at crypto or not
Human beings are fucking lazy. So the question is whether or not you're gonna get him to actually go do the work or go and
Yeah, I don't know. I was just thinking about it from a higher level
But I do have some other alpha I wanted to share but I honestly am really turned off by the fact that there over
So I'm gonna save that alpha until we say it coward
Dude, I'm gonna say it like as soon as we get this thing to like at least I don't know 75
I'll feel a little bit more comfortable sharing this alpha, but I'll incentivize a little bit further
We've got three whitelists for an upcoming art project on ordinals that I'm gonna give away at the end of this space
To somebody that retweets and falls a TDA. How about that? So if you guys do that, let's try to get this thing up
Did he vanish or me I'll drop them out a little bit after
All right, let's go I love so we're gonna do it
All right. Well, he's giving away a white list like in retweets. Obviously he's gonna pick from that. So if you want some free money
This is the ERC 20 that popped off
It's a hybrid of ERC 20 and ERC 721 combined all the features from the two standard cellmates is both fungible and non-fungible
At the same time trade on both OpenSea and Uniswap a cellmate access both of NFT and a token at the same time
It can be traded on either platform with ease see Dale the page for the information
Fully on chain all art and traits are generated as served via a smart contract meaning everything is permanent and immutable
generated from simple rules complex and coherent design can emerge from randomness sell is the token and they have W cell has
begun to catch eyes with their both novel ERC 20 and ERC 729 integration and
combines both contract practicality and efficiency with on chain art and amazing technology
I have loved my journey being a part of this community
I have watched many implementations of the popular ERC 404 standard many of these ERC 404 forks were launched with no real use case
This is because of the ERC 401 burn slash mint reroll feature that allowed token transfers to renew NFT traits over and over
With rerolling of the traits NFT rarity is not kept which defeats the purpose of trying to create liquid NFTs backed by one
One of by token one-on-one tokens this ERC 401 Chris you and normal shit coin JPEGs that can be recycled and gained
I believe NFT rarity is what makes them special and do so many so I guess
This new contract implements a truly combines a feature of all two standards of ERC 2720
Like ERC 404 404 ERC 2721 tokens are non-fungible meaning each one is unique and irreplaceable
So I think kind of read them through that
It seems like the difference between this token the other token is that actually the NFTs hold rarity and he believes that is what?
Kind of sets the standard apart
I mean, this is what I was talking about yesterday about you know
if the if it is true that they're pegged and it's a
Baseline token amount right because it has to be in terms of for it to trade on a DEX
There had to be something new in order for it to come with different amounts and then it can be identified on the DEX
As you know different rarities and stuff like that. So yeah, this was the the level up to 404 for sure
Then the market cap is at 44 million
Even makes sense. Yeah, I don't know but that's like I don't know who got in or what the what they're, you know
Average price of getting in but like if you bought in at like one Ethan, it's at 33. I mean, there's 54 E traded
It's not that liquid but man, that's that's a crazy cook if you did get in on that yesterday
Yeah, I mean, yeah, it's just not trading if there's only 54 E traded and it's at 33
That means that not many people are buying for the 54. I don't know if my math ain't math and don't be right
But I do got some good math for you guys and it's pinned up top something very very simple
For those of you guys that know or don't know on the ordinal side for Moji's sand in the team
Go to right giving away seven days of giveaways
78 inscriptions all you have to do is tweet about for Moji's
They have a shit ton of gifts. You can literally pull up the gift and type in for Moji and there's
thousands right on there for you to just pick from make sure to
Post and just hashtag for Moji's to be entered into the giveaway. It's it's small guys. There's 140 likes on this
There's 77 retweets the there's seven days of giveaways. So go check it out
Right 50% of the prizes will go to the best entries voted by the team
40% will be raffled between holders who enter
10% will be raffled between non holders who enter so go check it out
I know a lot of us have some from Moji's even before this little run-up
Sanchez always been cooking and so free giveaway right here. All you got to do is some type of content hashtag for Moji's
Yes, sir. Yes, sir. And before I get to you Manny
I pinned up something from Ford got Oh yesterday and instead a bunch of doodle traits are currently being scribed onto Bitcoin
But listen to Austin do his rounds and they said they got some big stuff coming out in the next few months
Maybe launching a project on ordinals is one of them recursive style
I don't know but we've seen this before where people you know, I saw ones with you. It's being inscribed
I've seen stuff with like
Azuki's and beans. They're not saying this is confirmed
But could be up to something doodles might be coming to ordinals. Everybody else's but I saw that yesterday
I thought it's pretty unique. So what up Manny? How you doing, bro?
Dude I'm doing well, I'm at the grocery store getting your propane tank. Yeah a propane exchange. Um, yeah, I'm getting some propane
Hanging out dude. I think towel bro. This shit hits 600 today. So I'd be looking at lagging trades like
MT I mean I called that whenever I was on the last time and already did a 4x
So anything AI is a lagging trade compared to tell so
Get after it, bro. Yeah, people are saying AI is gonna be bigger than this
Supposedly web 3 gaming meta. They seek them. They kind of rival each other as what's gonna be hot this cycle and everybody's saying AI
I think my only AI exposure is only fetch AI and it's not looking too great
They've had some stuff come out in court that they possibly are insolvent
Because things running away bro Manny comes on here like speaking Chinese like I don't even understand shit
No disrespect to if you speak Chinese, but like I can never catch shit. He's like yo, you should look at AG XY 7
XY ticker 12 and I'm like, alright cool
Like with I mean is there many ones a thread coming out when some type of concise information or I wrote a thread, bro
What the fuck is this chills not to read it, bro?
Oh, but then I'm gonna go find it and pin it up top or you can shoot it to me
So I can pin it in and share it as a resource because yeah
I definitely want some type of streamlined information to learn more about just the different coins that I can pick from
Rather than just choosing the AI section and picking one. So, thank you
Bit tensor, man. It's a fucking cold. Yeah, I get into the cold. Go ahead
So I'd like to applaud the audience you've officially made it past my first alpha threshold of 75 repost on this space
I've got one piece for you right now. And then once we get past 125, I'll give you the other
There is a primary like marketplace
They sees like the majority of the ENS trading volume for ENS domains
They just announced a partnership within the last 24 hours with clusters
Which is a protocol that we've been talking about across the last couple of weeks. I
Mean like off and on like I think I brought it up a couple times
But clusters is trying to be like an omni-chain version of the ENS
Food bars. Exactly. It's food bars new project
and honestly clusters looks really promising I would be
Honestly really surprised if we didn't see them do an airdrop eventually kind of like in the same form and fashion
That we saw from ENS back in
2021 or 22 these years all blend together
Do you do you have you checked out clusters?
I think that the the biggest issue for me is that it's not you know, I was there a minute it went live
We're sure that we're on the show. Yeah, I try to reserve, you know that name
but the bidding service right that whole stopping you from it's not first as first it's
It whoever is willing to bid the most for this domain is who gets that domain
So even if I went early and I said I'll bid 0.01 for Stephen Miller
Just Stephen Miller you could go in and say well
I'll bid 0.02 for Stephen Miller and then you get it right so that was the one thing that kind of put me off
Regulated kind of controlled approach to a
Decentralized protocol or some type of system, you know
Yeah, I I think the what the one thing I will say to it is
It's it's really mirroring a lot of what ENS did in the early early ENS days
because when you're starting out like you don't necessarily have all the built infrastructure for your registrations for like those domains and
Clusters is I mean like they had to literally do auctions for the first I don't even know
I think it was like the first hundred thousand ENS domains before they even made it over it silly a proper
Domain registration system. It's like I'm not totally put off by it because I've seen the historical like
Iteration on it. I'm confident they will figure it out to where like you can have a much more sustainable just general
registration and renewal system
But yeah, like I totally get the concern with that. It definitely seemed a bit primitive this past week or the last two weeks
But they're they're iterating either way the bigger alpha piece of this is that their partnership with vision dot IO
Is a really big deal if you're trying to like farm multiple airdrops at the same time
I I've been saying it for probably the better part of a year now
ENS vision, which is now the vision dot IO
Because they're the leading marketplace and we've seen
Ungodly volume over there through the last bull run even into the bear
They're pretty much destined to have a an airdrop and a token of their own
I just think they're working on the utility of that token right now. That's why we haven't heard anything about it
They want to make sure that utility is dialed in before they actually drop. So if you're trying to farm both
This is a really really great opportunity to go in like trades and clusters over on vision for the potential of that airdrop coming up
Sir also be interesting to see if there's some type of safety net in a sense for let's say you go
Outbid more than I'm willing to pay for my name
Like I should be able to go improve like hey, no, this is my name. No one cares what this guy's well in the bed
You know what I'm saying?
But and then again, it's if they do that then it's no longer
Decentralized in it and it doesn't matter then none of this matters to begin with
Like if that's actually the case then no one would go and overbid for their names
If because I'm gonna just like now I'm gonna just hit up clusters in the DM and tell them that
Someone snipe my name and you know what I'm saying and they'll regulate it
I think that badges balance has to come because the people who are quote-unquote paying the most in a sense are losing
Right are the consumers the the company wins, right? The company wins on this whole pissing contest of how much piss they collect
We are the ones that are losing because it's like how much we're willing to dish out in order to claim
What we consider either is our name or whatever it is, right our IP so to speak
Yeah, it's like you're you're spot-on but I think if there's one thing that I'm kind of
Reservedly holding on hope for like normally I'm a skeptic of everything in this space
But I'm reservedly holding on to hope for the fact that I've known Fubar in this space for a very long time
And I've known him to be something of a decentralization maxi
so like I don't necessarily see him putting out a protocol that isn't going to
Really work to be decentralized. I just think that like all these protocols
They generally start out pretty damn centralized and they have to grow toward it
I'm just over time as they gain adoption. So that's kind of where my head's at on it
100% that was just what I off put me and I haven't looked at closer since but since they're not pairing
I mean, definitely is worth a gander
Even with the whole rumors of the airdrop. So
Yup. Yup. Yeah clusters. I wish I could follow food bar, but he blocked me
I guess he blocks a lot of people from a zacx or was it in a T ethics thread that doctors asked
But uh one of these chains like we talked about say a lot
But another chain that came out during the bear market that is showing relatively strength is suey
rising trends graphical representation of the increased total and TVL in the sweet sweet suey network suey network has
Grown significantly in the past few weeks and outpaced many other chains
The network continues to mature with increasing volume usage and signaling confidence
So this chain got pretty much flooded to death awful launch
They try to launch an NFT on the same day the launch and the market plate was fucked
and everybody kind of had a bad experience and they kind of like threw it to the wayside but
You guys don't know the history behind suey
Facebook remember back. I think it was back in 2018. They had this project called Diem and
They went to Congress and Facebook and the Congress like you can't fucking be launching this
I think maybe that's Libra, but uh the team that was working on Diem
Basically split into two to two teams one was Aptos and one was suey
And I didn't even notice I didn't even think of this until I heard a Marty talk about this morning
That just like doge where a lot of people hold doge just off the speculation that possibly Elon might do something
Well, the fact that this team comes from Facebook
I think we I had to put this on our radar that this could possibly like be mentioned by Mark Zuckerberg or Facebook are this might
Be their way of getting blockchain technology to work on without the Congress thinking that they're working on it. So I
Think that having a little suey in your wallet just in the case that maybe Mark Zuckerberg talks about our Facebook mentions
It could possibly send this coin like 75 X overnight
So just wanted to kind of I didn't think about it until now and I was like do that
I have a little doge just for the fact that you know, the Elon effect
I think we mean to have a little seat seat are sweet in our wallet just by the Zuckerberg Facebook effect
And who kind of backs this so just kind of throwing it out there
I really didn't think about it till today and uh making me kind of like want to have like a small moon bag
Just in case so Manny go ahead man. You're hanging right up. What's up?
Yeah, if you're looking into the sui ecosystem, I'd be looking at turbos
That's their version of uniswap and they have a reflections token. So every time
Like anything burns or they do anything
They burn their token that runs like all of the swaps and stuff
So any fees they collect they buy their token and burn it that's on the sui ecosystem
So is this other meme token that got launched called fud and that was heavily market made by a big brain
Big Solana whale so something to really look out for are the the key meme token
I think will be fud and then the infrastructure token will be turbo and then just hold sui
On there. That's just kind of my do you know any
Anything like Celestia or you can layer that where you can stake and possibly get more air drops like do you know anything like that?
They have three liquid staking protocols that are out on sui right now. I'll have to find the thread
But they're doing like three like marinade
Gito and then whatever other Solana air drop
Happened or whatever. They have all three of those that aren't those exactly but they're just a different name on sui
So those are some things that you can air drop and I don't think it's a crowded trade because they only have like 500 mil
TVL but most of it is just like bigger institutional bags
Yeah, I mean I'm at this point where if I can't stake and at least earn it like a percentage and then I'm not doing it
I'm sure all these chains have it but I also want like some airdrop eligibility to for this shit
I'm like in that I'm in that point where I'm getting spoiled like we went to the meta of a free mints and no one
Would pay anything that's how we are right now. Like if it's not air dropping. I'm not getting points
I ain't doing shit. So we're getting spoiled up in this bitch and I always think that
Fuddies is always is like if you're looking at the NFT
I think buddies continues to hold that kind of top pick right like many you think buddies. Yeah
I mean with my buddies that already paid for it and just with the airdrops that I got right because I got
Airdropped a bunch of the Fudd token and like it was pretty nuts how much of that I got
I think I got like a couple billion just for holding some and then a bunch of other people
I feel like they're gonna be just like the premiere project since they are backed by the actual Sui foundation or whatever
Yep, and I kind of feel like sui is kind of like two or three weeks behind like the say narrative
In the next two or three weeks with these numbers
They're probably gonna be like a mass a mass magnifying glass on everything sui and like, you know
You're gonna have the NFTs are gonna go up in price and everything. So just kind of getting ahead of that
Just kind of throwing out. Look at the TVL look at like the participation. It's going up
So like maybe getting in now before everybody starts talking about it might be beneficial. But yeah, it's throwing it out there. Go ahead there
Yeah, I'm the sui team it's funny that you mentioned that cuz
They're they're really a sleeper team their head of BD is Rohan and and he was actually former like lead of like deals for like
That dude that dude is a monster
And and somebody said it too like the thing about sui and compared to other chains is most of their TVL right now is all
Institutional liquidity, which is pretty unique because usually the first liquidity to a chain is D gen liquidity
Which is not reliable and it doesn't you know, it flows in and out
We've all you know chased in hot chains before and so one of the things that's gonna be really interesting is like
you know, cuz I it's one of the few teams that I know the
the BD teams around is as they continue to hunt those enterprise deals and bring on like carrier one is a huge sleeper on that chain
Which is you know, it's basically be a competitor Helium and all the mole products that stuff they're building
But when that narrative comes I think they just launched like a grant program like a week or so
Go that's supposed to incentivize like artists and NFT creators to go and do it
And then obviously like once once the D gen liquidity comes to which I think
One of the things that's smart about this team and a lot of like a lot of smart blockchain teams now are not
Ignoring their mean coins. They're supporting them and like working with them
I think Solana kind of made people wake up to that of like hey, you know
Don't don't ignore this like the culture is really all you have to really bootstrap liquidity around it
And so Sue has been silent on like the culture NFT front just because they're not that D gen
narrative isn't there yet
but it's gonna be interesting to see what that
That that team does and move as a language and as like the product set that that team has is is like super modular
There that's the reason they build a be competitive and they're not normally you're not only running into them unless you're building something at the platform
Layer will their will their tech stack make sense for you?
But yeah, I'm super excited for that team and see what they do. I think that's that's gonna be the next meta of
Companies that are backed by suey foundation and then missed in labs
Who was obviously like had a giga seed round in series a I think they did their series B too. So
What would be the chances of this, you know, possibly be in the secure project of Facebook?
You know meta the metaverse that they're building out
I mean, I would think eventually that that all goes on chain and
Suey being integrated into like the metaverse platform that Facebook's building out like that would be crazy
That's my conspiracy hat going on
But and these team this is a team that worked on Facebook and left to build this so I don't know
Maybe this is all kind of like a secret plan from Zuckerberg. I don't know just kind of throwing the tin foil hat out there
I'll go ahead chief you pin some shit up deep in let's go. Yeah, it's it's called matrix network
I mean you say the word deep and I'll probably be in here within a couple minutes too
Just because we mentioned his name and deep in but he's been on it man yesterday
He bull posted on LinkedIn of all places. So, you know, this is where your suit alpha
Natives, right? We've talked about the different deep in kind of apps that are out there, right?
you got demo that basically uses your cars information in terms of
Mileage if you have check engine lights if you need new tires, etc, etc
You have mobile that you can farm, you know for the network data
You have honey, right and hive mapper, which is a want to be Google Maps
But the one thing that is very limiting and a lot of these apps is the hardware, right?
If you want a helium miner, it's gonna take you a while to get one, right?
Probably three months if you want a demo device, they're shipping in August
So it's really causing a strain for everyone to get set up into these deep in networks. So
Actually uses hardware you already have right which is a we overpaid for it anyway
Your phone so you can actually grab your phone and use your phone as the camera that you're mapping
Instead of having to go out and buy a three hundred dollar camera for a honey mapper hybrid, right?
it's not interoperable to where you like the
Program isn't for you to be able to use your phone across these deep in apps
It's just a deep in app that you can use your phone. And so I just downloaded it earlier today. You only get four
Referrals once you kind of get inside if you use a referral as you get extra points, whatever same kind of point
You know farming for airdrop system. I just thought it was interesting because this one you don't need hardware
And it's the first one that I've seen that you don't all the other ones you need either buy a hundred dollar little device
You need to buy some type of mobile system or pay something up front this one if you have a phone you can start farming
Pinned up top. It's pretty new pretty early
Still getting shit engagement. So we'll see how it plays out
But it doesn't hurt to already start farming it if you don't have to put any money up front
Yeah, that's always been the case like for helium I got in super late didn't get my
Didn't get my device until the Ponzi was almost over
So yeah on this on and getting ready to go that's half the battle
I go like with shipping, you know shipping issues and supply chain issues like getting this stuff
Do you motion participating takes for is the hardest part?
I'm gonna tell you guys that if you can go and you can afford the hundred dollar thing for demo
And I'm sorry for the crazy-ass old man that came on here like eight months ago
You're wearing a regular human PFP and you're talking about something demo and D pens
Yeah, you sounded crazy. So I'm sorry, but you were right demo is a cook, bro. You literally connected to a
It doesn't matter how much you drive as long as it checks your car one time per week to download the data
You get paid a baseline amount of points so to speak and each tokens roughly about 50 cents. So
You got a device last bear cycle. I bought one. I've never I never even opened it up yet
You you should do it because it's literally just baseline rewards
Like it doesn't matter how much you drive as long as you have it connected
You just get paid and it's a hundred dollars for a device
Now if you try to get one, but they will only ship in August
But for it for shit that it doesn't matter right you can put it on any vehicle or just that simple to just farm
Why not? But yeah, so go check out demo. It's probably the cheapest one, right?
If not helium, which is 20 bucks a month and it's definitely worth it
So the car doesn't even have to be on and driving
Once a week you plug it in you plug it into the little computer
Yeah, the Sun into the car and it basically
informs the servers if you have any kind of callbacks or any issues that maybe the dealer or maybe the car manufacturer wouldn't need to
Know but it's also a benefit because you know, like the the code readers. It's a code reader
It doubles as a code reader. So on my phone, I can go and scan my car and see if there's any codes that run
I don't have to go to AutoZone
I don't have to go anywhere else and just that device if you don't try to buy a code reader
It's like three four hundred bucks. So I don't know dude
If you have any type of fleets if you work on any of these
Just thinking my buddies got a car dealership
We just like give him to like install all of them or their maintenance fleets truck
Oh, dude, that's it out of I'm trying to think of a business
But it has to be turned on so that work or some type of structure to where you onboard full-blown companies into like D pin
Models, right? Let's say you're a roofer and you got ten cars. We'll get them all with demos
We get them all with mobile phones. You know what I'm saying at your office
We got a mobile hotspot and it's like we just layer the Ponzi. Yeah, it's genius indeed
so I was talking to TJ and
618 sexual and talk I was listening to him and basically like six months ago
He basically knows a friend that did just that
Installed the hive mapper and all that shit and all those cameras into his fleet
Delivery trucks and he says it basically paid it like paid for like the year of gas for all the trucks or some shit
Dude, like some crazy amount and he was super early to it. So yeah, you've already thinking about that
Dude, literally if I talked to I mean I have a homie that's a roofer and I'm gonna just say like how many cars you
I think that the the biggest issue with this is the hardware is the lack of being able to set you up instantly
Like yo, dude, that's awesome. Let's do it and you're like fuck. All right, let's order these demos and in August
I'll come come talk to you again when they get you know what I'm saying like that's what sucks
so if this is a model that anyone thinks that they can kind of
Take off with just order a shit ton of the hardware and have that ready to go because that way when you quote unquote sell
Someone on passive income your boom. It goes all your hardware. Let you go
You're out the door and you're set up and you're earning XYZ amount every day from now on I guess mine's an older model
Mine has like a little antenna that you had to put on your dashboard, too
No, I don't have that mine is not really a little black plug-in that just goes under your car
All right, what's up English, what are you doing, bro? You just hanging out?
Yeah, just chillin Dean what's going on my man, I don't know
I mean like the quantum cats change their art everybody knew that that was gonna happen and then the price goes down like do you think?
People really care about their art that much or is it just kind of us like a cycle, you know
I mean, do you think that the price went down significantly? Like I think a lot of
No, I'm just saying like with BTC ripping
I think puppets went to like 0.085 and they retraced to like 0.07
Maybe a small bounce and like being a newer collection with the quantum cats like I think it's trying to find its floor
I would probably say that based on on evolving
they probably did hit like a small kind of like maybe momentum because there's like a lot of
Speculation of what it's gonna like turn into right so like people are like oh three cats get you a wizard
Or they turn into like gen 2 wizards, which doesn't really make sense because the collections called quantum cats
But here's a theory that I came up with. This is a crazy theory. I probably shouldn't even say it in the space this large
Because then people are gonna be like, oh, that's what it is
And it's it's a hundred percent not like I want to make it very clear
Like I'm not a core temp team member like so I don't really have information like this
I have no idea if there is anything but actually no, I'm not even gonna say the theory did fuck it
Someone's gonna clip it dude and like they're gonna be like, oh this dude's fucking saying that and then
Tyler's gonna be like what the fuck? I don't know
But I will say this like I've known like Udi and the team for a while and he seems pretty excited about the evolution
It's like that people will get excited. So I don't know. I wouldn't be surprised if there's more than just
Art upgrade like I don't know like I don't know what that could be and I
Think it still remains kind of interesting how this will play out. So even if it's not something that's like gamified
I think people are pretty excited to hold a taproot wizard asset and I don't know
Yeah, I mean we knew the art was gonna change and then people get mad when the art changes
I just like did you not read like what the fuck is wrong with you?
But yeah, I mean the art upgrade was fine with me and it didn't even change that much a little more transparency
the big speculation that I've seen in like the discord and people that probably has like some legitimacy behind it is that
there's only certain cats that have like this 40th layer and
so people are wondering what that 40th layer could be and why only certain cats have that and so like
Again that goes with my theory. I'll tell you my theory when it's not like 300 people listening live and I can't be clipped on
So I'll tell you I'll tell you in the ends what my theory might be
If they do do that, that would be pretty cool
Yeah, um, so I've pinned this up top we just were talking about fuddies and like when
Projects or chains get the magnifying glass. Everybody's hyped on it
Typically the everything in that ecosystem goes up in price in the NFTs Alex did a pretty good job of basically giving the NFT
The top NFT on each of these chains if you didn't know so Pali Hedera. There's the
Pandra Kings they're at point nine B and B
We have layer zero the ghostly ghost at a point one end eat and then the eigen layer
We talked about these multiple times this week world slash builders at point. Oh to eat
We have parcel the homeowners Association at 15 souls
EK sync has the Libertas at point. Oh nine eat we have Lanea has the Lanea voyage at point zero zero
We have Sega as Super Sanic's at three soul. We have pike the pike ins at seven point seven. So
We have Zoria's the Zorb's at point. Oh three eat
We have a low the fluctuations at one point four or five eat tensor has the tensorians pack pack as mad lads and pudgy penguins
It's budget penguins. But yeah, he kind of you know NFTs are the simplest way to get involved in projects early
The Oh oddies earned over 10k alt pudgy penguin holders earn 7k dimension now discover 13 MTs
Projects the huge reap reap huge rewards in 2024. So you can read the article for yourself
So I was pretty interesting and just wanted to throw it out there if you guys were interested
There is this new thing that I saw this morning. I got on the wait list
It's called air trade. It's the world's first airdrop marketplace
Join the waiting list to be able to first test out our new marketplace
So I signed up. There's a thousand wait list codes this morning. I threw it into the group chat. Hopefully you got in but
Air trade the world's first marketplace unlocked pre-launch liquidity and joined a seamless UX never miss an airdrop
opportunity again 2023 saw airdrops deliver more than
4.6 billion in value to farmers and holders airdrop receipts are forced or
Recipients are forced to expose themselves to an inevitable volatility of a token launch until now
Air trade is set to change the airdrop game with top tier airdrops and deep liquidity
Interested sign up for the air trade wait list as always web 3 early adopters should be expected to be rewarded
So, I mean, maybe this is another thing like whales market where it's just pre-trading
But they said they're rewarding people and there's gonna probably gonna be a token for this marketplace, too
So and there you go participation in checking out the the Egan layer worlds, right?
I know that we had talked about him earlier and all the
the guides and the threads that I've read people specifically talk about the restaker one, right and
It even shows in the price like in the floor price, right? So the collector has
So just due to numbers basic economics that should be the rare one
and it's not the restaker is two times its price with an extra 5,000 assets putting it at
28,000 restaker NFTs and the floor is at point zero six
So I know that the other ones may be small or little multipliers
But and all the guys that I've seen everyone says that you want or at least should have one
Restaker and everything else is more or less just in addition to
And you can definitely see it in terms of pricing. So I mean you put that up
I don't even know this is the Egan late. I can layer NFT restakers
Yeah, so no, it's it's the same Egan world has three different traits
There's the base layer traits, which has a 90 basically 90,000 assets. There's the collector
That has twenty three point three K and then there's the restaker tier
Which has twenty eight point seven and the restaker is the one that I've read in most of the threads and guides about
Egan layer that you want to at least have one of and I just thought it was interesting because
You know, I remembered that and as I was checking right now that you're talking about it
It is it even shows in the pricing that it's two times, you know
The smallest collection so it is sought after and definitely want to look out point zero six three five right now
And pretty thin to kind of just continue its way out
Even I didn't even I didn't even happen to look at the rarities
So I didn't even get that far so shout out to you for catching that man. Restakers makes perfect sense, right?
That would be the token allocation of the multiplier. So I mean, it's already at point no two, bro
142 K collection of these Egan worlds and they're at point oh two, bro
Like that is absolutely fucking insane
we continue to talk about it because I think this is probably the biggest airdrop in the space this year is this and that's
Kind of funny because I mean not funny
But it's wild if you type in restaker just flat-out restaker on Twitter
You'll have everything kind of populated and the first thing you see is just
Egan layer and a bunch of different languages you can layer this you can layer that and so yeah
That's the one that I've heard is
Is the one that you should want or you definitely should have is the restaker one and then everything else just add to
Yep, I'm gonna have to do that this weekend. I got even see what I got
I didn't even check what I got. I have three of them
I just picked up from rec fence or 15 things to do before the end of the month
Trade and deposit into vaults on hyper liquid to farm points create an account on far caster right cast follow influencers
Actively engage with the platform bridge eat to scroll
Xkp using native bridge and make swaps provide liquidity at ambient finance number for men in a tease and create your entities on Zora
Number five earn Oh points by completing bridge requests on orbiter finance number six bridge eat to ZK sync and trade derivatives on
Sent to your finance number seven bridge eat the base and trade on a
Bantas finance steak DYM already did that restake eat on Egan layer and ether fi and pupper finance already did that use tensor
HQ to make bids and trade entities on soul number 11 bridge eat to linear build and participate in quest and use ecosystem
Projects number 12 deposit soul and Camino finance and Marga Fi already did that then make trades via drift protocol already did that
13 complete the test net campaign on Barra chain. I want to do that can't get test tokens number 14 use jumper exchange for cross-chain
Swaps on Solana and number 15 deposit eat and to start that and use nastra finance Avenue Phi and you cable
Protocol, so there's a list of things you probably want to do by the end of February a lot of those things have potential air drops
And he's just trying to get you ready for those and that was pretty interesting. So nice little list for you and then mocha
One of the biggest drops that gonna come out
I finally found a thread on possibly what you need to do for it
So mocha is posed to become the most epic airdrop in 2024
It's raised 32 million from okx and polygon ventures confirm airdrop for shards cause zero
dollars step-by-step guide on the mocha airdrop you basically
Now, let's see where let's get to it
So get your mocha ID need to visit account mocha verse that xyz connect your metamask enter the invite code
He put it here click claim with code and enter your domain to create a mocha ID
Then complete to X task visit mocha verse xyz slash user board link your X account tweet about your mocha ID
Paste and link your tweets
Complete your shard rush tax
So you go to the site you complete the base goals gain two new successful referrals via your codes complete advanced test and farm your shards
Complete bonus tasks tweet and shard rush even more eat earn more 18 earn more than 18 shards
And then complete mocha zealie campaign connect your wallet complete all available tasks in our next piece
so that's kind of like what you're gonna do and
Like what I kind of think would possibly will happen like we saw with the mocha NFT
if you own any mocha back in a tease you got raffle tickets and then those raffle tickets were put in and
If you won those raffle tickets were your whitelist for minting the mocha NFT
I would imagine they kind of do the same thing where if you hold and a mocha back projects
You'll get raffle tickets and that possibly be your pre
Your pre allocation to the token
So that's another one that I think needs to be I put a thread up there
And if you guys want to get involved, there you go. So
Just kind of give you guys resources. We got ash up here. What's up, man?
How you doing? Yo morning morning, dude. I was gonna say like you you got full farmer maxi, bro
God damn, I was gonna say like you should use a rainbow while doing that accumulate rainbow points
But don't use it directly do it through this new wallet that came out
I was actually telling a friend over dinner wise there no wallet aggregator and this thing just came out called Rabi
That you could like aggregate your wallet through it and then it gives you points for using that as an aggregator
So it's not his own wallet. You import your
Like say rainbow wallet to it and it also gives you points. So if you use
Rap if you use rainbow through Rabi you also double stack your farming points while farming other stuff
I'm not doing any of this, but I just thought I mentioned it
Yeah, I remember seeing the snapshot from Rabi and then then listen that they're doing points
So I just have so many fucking wallets. I can't do it
Like I know it's wallet wars right now and they're all gonna give us air jobs
But I'm basically just concentrated on phantom metamask magic Eden
And X verse and unisat. Those are the ones I'm using
That's the thing you can import all of them
Yeah, Rabi and then Rabi aggregates them and give you points on top of the points that I'm still give you anyway
That's what I'm saying. You still get the rainbow point, but now you're gonna get the Rabi point, too
Yeah, I mean rainbow wallet has a swap feature in there and I have like point one
Eth and I just swap between chains on their swap feature from base
In base Ethan and saw it back to Ethan and swap to the they're using so like that's kind of how I'm farming the
Rainbow wallet since I don't have time so I just kind of have like point one ETH in there
I just kind of swapped the chains to chains every weekend and just kind of use it use it that way
But uh, man, there's so many fucking wallets. We're gonna be so fucking rich. This is a little crazy, bro
Like phantom gives me air drop. I'm rich fucking metamask gives us a fucking drop, bro
We're all rich you like how many of us have used metal metamask for the past three years, bro
Like that we're all gonna like the open sea and metamask ever come through with air drops every single person in this space
That's been here since 2017. It's all printed generational wealth straight. Oh, it's gonna be crazy. I can't wait
Dude, I think the whole vibes gonna change if metamask and open see the winner up like we gotta go back to the bag mirror
It's gonna be crazy, bro. It's gonna be so crazy
I'm like, I mean we were talking about I really got into air drops right after Gito and I was like, dude
I need to find some resources for people the air drop and then like right around December
I started throwing them out there and I was like yo cosmos. Let's do this and ever since I got on the cosmos
I've got like three air drops. It's been like less than a month and a half
So it's like I've been I've been rewarded greatly being early to this air drop meta before it was a meta
And just getting like a free three to four thousand dollars by just like staking some Celestia or staking some Adam
it just it's been really beneficial and I like that's why I continue to do it because if I can do it if I
All you have to really do is pay attention and participate in this space and people are just handing you money at this point
Um and Tia talking about Tia. I've been talking about prism as a testnet. It's a new layer two
I think it's a layer two on cosmos. They have a new validator
Similar to how people do an injective you saw Black Panther if you stake your injective into Black Panther
They're actually dropping the token. Well prism actually launched their validator onto Celestia
It's called first stake drop statue out coming soon
This is the beginning of the modular yield is coming prism is a so it is a layer one for max my yields and profits
Try testnet now, which I've been trying but your fucking boss is broken be ready for mainnet
so basically they're gonna be dropping the token and it looks like if your stake your Celestia into the prism a
Validator you're gonna also be eligible for that token also. So it's pretty easy. You go to the Kepler wallet
You say switch validator you stake you search prism you switch it you have some Celestia kind of for gas and it
Literally takes like five seconds. So if they're gonna offer me tokens
I'm gonna switch my validator to them similar to how I put all my injective into Black Panther because they're offering a token, too
so just started out there just so there you go and
Testnet tokens are probably the best opportunity here and it's zero dollars, right very high chance of a reward
Just pinned up some testnet ones that cause zero dollars. You have prism entangled
Baricang fuel Pika finance particle metis s1 and to blast and Zion
Are all Tesla all cost you zero have test faucet tokens?
And I've basically given you pretty much threads on every one of these except maybe two or three
I'm sure if you do a little
Searching you can find it too. The one from yesterday is also for those that stake pit. It's also on testnet
So it's essentially virtually free and you get access to I'm gonna put it up top. It's from
Nabala finance. So if you're a pit staker, you can go over there and participate. So go check it out
I I think earlier this week
I had an ultimate airdrop guide that pretty much had like thread
Built-in thread of all the airdrops that we did I'm gonna go back in my bookmarks and findings and pin it up
So you are just tuned in the space and you do an airdrop farm
I have a mega thread that goes over like seven or eight protocols and gives you like a step-by-step thing on how to farm
This shit, so I'm gonna go do that real quick. Let me go find it
It's gonna take me probably like two or three minutes. That's you
So we officially have eclipsed a hundred repos appreciate that means you guys actually don't want to stay poor that's dope
So I'm gonna bring in smart alpha for you real quick
Trill brought up on the space yesterday an early project from a couple of like
Very significant OGs called extra P art and they just released their first teaser of what is going on there
So I'll pin that info to the top for you
Essentially, it's gonna be an evolving project. I over the course of
512 days it looks really really interesting. I think it's AI to start and then it's a generative process that
Continues to evolve each piece in the collection over 512 days. It's entirely tied to like what I believe is like memory
Or like the way that our memories kind of fade over time. So it's an interesting piece
for sure and then our giveaway that we were going to give to those that are
Willing to make the effort to retweet the space
Is going to be white list spots for Weta's upcoming drop
He was going to be dropping this collection over on highlight
But due to some extraneous circumstances, he decided to go full
Bitcoin bull mode and it's moved the collection over to ordinals
So this will be minting later on this week
but I'll have some info to the top for both what is collection which will be giving way through white list spots for and
The new update on extra fee
But you've got until the end of the show if you want to get in on that giveaway
So just make sure you retweet the space and follow the TDA. I
Mmm, yeah, it has fuel network on here. Taki. Oh
Expresso systems sound XYZ and far caster qual network
And it has like four or five airdrops here and all they basically break down every single one for you
So this is our caster has legs, bro. They already airdrop that Dijon token to people
No, no, no, I know that but I mean so did friend tech was gonna airdrop some of the baseball shit
And then we saw threads and I know dude once again
It's trying to be the social app rather than enhance the social app is my issue
So I'm just wondering what your thoughts are. Uh, I mean you and me both chief
Listening to like like knowing people that really talk about just thread guy
Obviously, you just fucking talks about it constantly and just the people he comes on are kind of calling it like the Y
Combinator, I don't think they're trying to make this like a social like compete with Twitter. They're just trying to make it like
Then on Twitter like with the frames where you can mint things straight off the Twitter feed
I don't think they're trying to be Twitter
I think they're trying to be an exclusive club of builders and just building this to make it more accessible to web 3 than
Going to external sites and like getting into your metamask. You can like mint NFT straight off
Barcaster, which is pretty cool
like you just press a button and like I don't know it kind of seems like a web 3 hub more than like we're trying to
Millions and billions of users in different countries like that's kind of feel
I mean the fact that they're rewarding people means that it'll have stickiness because this space is all about rewarding and getting airdrops
So I think that if you did participate
Since like October you got like a hefty fucking
Amount of Dijon tokens. I don't know how much it actually accumulated too, but people made a lot of money
During that airdrop last week
So I mean they're gonna continue to reward people then people are going to continue to participate
And like the thing that I think is cool is it's not a bunch of traders
That came onto the platform like we saw with social fight with friend tech
It's a bunch of builders and then now they've built and now they're offering these kind of things that they've built over the past year
And people are like yo, this is really cool
Builders are on this platform then I continue to think that it's gonna be new and new
Innovations and it's gonna expand and more and more builders gonna come on there and try to participate and try to build cool shit
What's the difference between
Being I don't know dude. I mean there's already a hub for nerds
Like this literally work. It's not social though chief. What do you mean? They talk to people there's rankings on get up
There's badges. There's every single aspect of a social interaction is present on that app, too
I'm just trying to understand. I mean you don't see it as trying to take market share
But creating a spot where people have to divide their attention and fractionalize that
Creates just that a division in market share rather than in addition to a
Market experience. I don't know. No, I hear you man
But their goal is like to be the infra right like the warp caster is the client
They're trying to be the platform that every social should be built on
That's their goal like like the domain name services the DNS
They want to be that while other people can be go daddy Google domains and whatever or not
Like they're trying to be email and then other people can be Gmail Yahoo email or hotmail or whatever
I don't know if they'll get there, but that's their goal. So they're their best horse is right now warp caster. I
Mean, I hate the pigeonhole you bread, but you're up here, bro. What do you what is your opinion on fucking far caster?
Yeah, I'll do that then I'm gonna go back to some barman shit I was gonna get a kiss mouth on so I actually agree with
Chief but I'm also rethinking my thesis like it like we
X X has the market chair. It has the mind chair and you want to be next to your homies
It's super sticky and it's really really hard to pull anyone over to any kind of new
new social platform the cold start problem is very real and there's just not a lot of like
Hard to keep momentum going that said
It is really crypto native and there are some unique builder centric mechanisms there
Which is what friend tech frankly fumbled on right? They get they created a closed ecosystem
they're actively hostile to builders and users and creators frankly and
Racers a twat. So like all those things led to that things demise. I'm still sitting on my points
hopefully that that plays out for me, but
Where I'm rethinking my thesis is it may become a crypto centric social platform
And originally I was bearish on that thinking, you know, we're not going to be able to
You're not gonna grow big enough, right?
Like like she said you're fracturing the actual mind share of everything. You're not growing the pie
You're just you're just trying to eat a subset of it
then I don't think that's a problem or I think there's a world where that succeeds because
Crypto people if it does just cut off that section and become like the hub for that
crypto people are disproportionately wealthy and
disproportionately outputting content and and value on these platforms
They only capture that because they are really crypto native and they allow you to mint and and do building and all that stuff
That might be enough just to propel it to or make it worthwhile because that subset of users is again
Disproportionately wealthy and disproportionately content producing
I think you know just some metrics that I've heard over the last few weeks talk about this ship
User base that again is disproportionately wealthy and in a younger skews younger age range
Marketers are paying up to to 5 to 10 X
to get in front of those things to be have ads read on that stuff because they're trying to get in front of the people that
Are a a distilled subset of again youth and money and you know
If you get a crypto whale because everything's so liquid
If you get a crypto whale hooked like you're you're talking not measured in hundreds of thousands like you would in the traditional world
You're talking tens of thousands to millions
Being spent or at least at a finger-click away from being able to deploy that and do should interact and whatever and that's that's very
Valuable to people so I don't know I originally agreed to chief
But I'm starting to think that even if they only carve out an itch
Which they do seem to have a pretty strong core like builder centric view that that might be good enough
So I don't know if there's gonna be token. I don't know. He's Dan's talked about that not being awesome
Yeah, go trying to reflect on it go into what you came up here for farming. I want to hear yeah
Yeah sure yeah two things for you so one is
For Tia stakers, so if you guys are are wanting to to juice your yields a little bit
There is a platform protocol called stride over there
Which is trying to become just like Lido is the liquid staking of aetherium like the major player you have swell
Stride is trying to become the liquid staking platform of the entire cosmos ecosystem
And they're pushing really hard into they just launched
I think about st. Tia staked Tia and are giving stride rewards boosted stride rewards over the next hundred eighty days
For people who come to them stake your Tia or swap for a stride Tia
They will stake that so you'll get your APY on that and then on top of that
They're they're also giving you their strd stride token
In a boost in amounts like five million or fifty million they're giving out over the next hundred eighty days
more even more so in the first 90 days and then I think it's like
40% of that in the over the last 90 days, so I would say go there and do that
And they're also working to make sure that and they they're really wanted is they're just talking on our podcast
They want to make sure that any airdrops that would go to the Tia stakers
And like if you're sick take stake directly also goes to the liquid staked Tia token that they would be supplying
So then you get a little bit of both you're get stride trying to juice you to come into their their thing getting the
Native yield there you're getting the stride tokens and then stride as a platform is working really hard to make sure that you get
Direct air drops that you would normally go to the Tia stakers to them
So it kind of compounds those things and then the other one is
Eigen if you're like there's a couple of strategies where you can layer on and this all comes with additional additional smart contract risk
So fired beware, but you know you have Eigen layer
So you can go to Eigen layer stake directly you get Eigen points
Then you can go to some of these staking derivatives like swell is the one I went through go to swell
Swap for a swell token you give you swell pearls
And then they will stake for you on Eigen world and you can get Eigen points
So then you're getting swell so one ETH is also giving you the swell pearls and Eigen points
And if you want even deeper or either fives an alternative as well, and this is what I'm gonna start setting up today
You can go to like Pendle phi Pendle phi you stake through them. Are you you get their token?
They will then run you through through
Ether phi so then you're getting the Pendle you're getting ether phi and then you're getting
Eigen and then you could go even deeper and go to like it's it's called Pendle pi
I believe which you can go to them which will put it through Pendle phi which will put it through
Ether phi which will put it through Eigen worlds, and you're getting all those
I think that the APY on that's like 70% because it's starting to get a little little wonky and your layer on again now
It's your four times the contract risk so again bar beware
But if you guys are risk on and just want to take one ETH and get as much as you can out of that
There's a there's several layers that you can go to get all this shit. I want the kelp Dow Pendle route
Yeah, that's another good one
so basically kelp Dow and then from kelp Dow restake back into Pendle and then
Restaked what I got liquid stake that into an actual liquidity pool
so now I'm providing liquid with restake so three layers deep not as as deep as for but
Three layers deep for sure. Yeah for sure and uh, I've been talking about Eigen for a while, man
I remember meeting up with you bread. We were talking about it
It's like and that I think that's the confusion
Like I said this multiple times this week is that people think of Eigen or Eigen as just a restaking protocol
They think of it is kind of similar to like Ohm fork or something
It has so much more to offer than that guys
They like use the staking power to validate other layer twos bridges fucking data availability
They use that so on top of staking you're thinking I'm staking. I'm earning passive yield
I'm gonna get this airdrop, but the fact that people are using their data availability like alt layer
You're going to get airdrop tokens by just staking while waiting for your airdrop. So that's why I'm like, this is a fucking no-brainer
Yeah, Eigen DA is the killer product because whenever you launch a protocol you need to launch a product
Typically you launch a product to like show give an example to the world of this is what you can do in the ecosystem
Or the protocol of word we're building. That's what they did. So they have Eigen layer, which is a protocol
It's you know, you do whatever the fuck you want and then they said, okay
We want to make sure we have a killer app that comes with this and they did Eigen DA as the killer app
That's an in-house cook of what you can do in Eigen are on Eigen layer
And that's just it like just to give you guys like a mental model of what's going on
Everything that's that you see being spun up on top of aetherium all these L2s all these these data ability
availability layers all that shit all like all of that stuff
It has a really high cost to it because you typically have to spin up your own network decentralization
Whatever and Eigen layer basically takes all that shit that was external to aetherium and enables people to embed that in the actual network
Itself by reusing security that aetherium has and just applying that to other services. So it's it's
This entire world that's spun up on top of aetherium that's external to it
You now have the ability to embed that into the actual aetherium token and borrow from validators and security not blah blah blah blah blah
Blah, it's that's what it is. So that's how powerful and how vast the actual thing is. It's literally anything
What bread was talking about the stride because I was curious as well
So I found the link from the official strike website
So y'all can go check it out if you're interested in also restaking or staking your tea in there
Yeah, and we'll get to you one second Eddie bread. Have you heard of Prisma?
No, I haven't done that one yet. Is that the one you were just talking about?
No, no, I'm doing a little research on it
basically, it's the same thing you were you take you stay and
Instead of using like the native token like Celestia at the stake and earn crazy yield. They're actually
You stake them and you get crazy yield on stable coins
So you don't have the volatility of an underlying asset like Tia. You actually get like the 500 percent APY by
Stable coins, that's kind of like base layer understanding
I'm gonna do more research this week
But they got super crazy the fact that you can earn these crazy yields like I
Coin that doesn't go up like you don't have to do the volatility of the market
You can earn 500 percent on just taking this and on this stable coin, which is kind of fun crazy
So it's called Prisma and I'm like, I said, my base understanding of it
But I feel like you get the laundered money then
Yeah, something's wrong if this is actually peg one-to-one how you giving me five dollars, bro
That's the curve that curve model is to do all that stuff and put stable coin on top of stable coin and pair those
So that you're you're getting it on the fees and it's a fairly stable pool like that
Like that's the whole curve angle
So I understand that where you pair multiple stable coins and they should theoretically be similar to each other and you just catching fees
People going in and out that all makes sense. But yeah, it's just stable to stable and then you're talking in 500%
That scares the shit out of me. That's the last last last cycle blow-up stuff for me
Yup, that's why I like it. We got a we got a we got we're playing we're going back. You know, we're going back
No, we're playing chicken, bro. That's what we're literally doing right now
All the staking shit's gonna end crazy. It's just who gets off the fucking Ferris wheel before it it crashes
So basically it's gonna happen here. Totally agree. Yep
Go ahead Eddie. What's up, bro?
First things first real quick bread. I'm sorry
Know I actually saw that. Yeah, what's up on a call here once you get your thing out. That's so funny
Okay, other than that a couple other things one
I mean you guys definitely mentioned it plenty, but I just want to like kind of mine
Mode ad is probably gonna be one of the biggest coin launches of this year
Like I'm confident that layer zero is gonna be a top 15 to top 10 token when it comes out
I think Mona it's gonna be a top 30
So I will be paying close attention to that especially off, you know after seeing what happened with dim Mona is
Keep your eyes out and I know that like there's a lot of back-end stuff going on with Mona right now
I would expect that within the next roughly three months start things start happening where they start trying to incentivize people to interact
So just be very like keenly aware of what's going on
Again, because a lot of these things like to reward consistent usage. So month-to-month usage just as much if not as like
and then other than that the other thing I wanted to mention was uh, I
Think it's called particle
Like particle. I'm gonna try and find it. I think it's particle
I owe our particle underscore trade. That's what it's particle underscore trade. I'm gonna pin it in a second
Basically what they're doing
Well, I'm just gonna pin this one one tweet that I see just go to their account
I believe on the blast test net and they're gonna get distribution for like they're gonna get blast token distribution
And they're basically giving it to people who use your test net. So five what's like
Yeah, the blast the glass layer two is gonna be the same thing as all these other ones
You're gonna be able to restate your glass and then anything that launches on blast you're gonna get free tokens for it
Yeah, well, no, I mean like it's it's it's a test that and you could use it today and it's free to use
They're gonna give you tokens
So it's one thing I haven't done yet just because I've been busy but to me it's like literally free money
Any are you hosting a space with us on Sunday?
Do I have to you think I'm you think I'm competing with the Super Bowl? No. No. Yeah, that's right. That's fucking right
Yeah, no fucking PDA space on saying we're fucking watching the Super Bowl my Kansas City Chiefs
Beating your fucking San Francisco 49ers
That's why I was thumbing down in the beginning not because you're like because you're talking shit like oh, there's another sponsor
So we're not throwing up the TVA and I'm like, no, dude, it's the fucking Super Bowl. That's right
How did I forget? How did I any of you guys listen want to throw a bet on the San Francisco 49ers?
I'll be on the other side of that bed with the Kansas City Chiefs to hit me on the DMS
Let's go to Miyagi in the room in the space. Let me argue
G G G a I guess yeah G. Good afternoon. Good afternoon. Uh-huh
Um, just had a had a couple alpha points. I wanted to point out especially because you were just mentioning blast
I do want to reiterate. I know I mentioned this a couple weeks back
But blast toys is aiming to be the meme coin of blast
I've been like they've been a like engaging with people and damming them kind of getting like a whitelist going or whatever like always
Dyer, especially, you know with these new new chains coming out
But usually first movers they always you know seem to be well in this this page has a lot of engagement
I'll pin one of their tweets up to the top. They've been farming engagement for a few
So I've been keeping my eye on this because I kind of missed up missed the lockup a little bit
So that's blast and then I wanted to mention this art post
Yeah, Serkin is his name a bunch of people I think in the TDA as well as the press we got in on this
His is launching silhouettes
Now the he did the he did a presale for half of the collection and the other half is minting on Magic Eden
And the presale went smoothly five hundred and thirty two pieces sold
The reason why I'm bringing it to the attention is just to reiterate it as well as he's doing ten whitelist spots today
Um, so I just went ahead and pinned it to the top
There's not a lot of engagement on that post like only like a hundred and hundred and fifty likes
So ten whitelist spots on that post a pretty good chance to get it
Um, you know generative art and art in general is just a huge meta right now
So some good money to be made there
Um, and yeah, and thank you guys for the support yesterday, by the way on the collection. It's sold out
Public in like, you know 10 minutes
so it was really cool to experience everything kind of being the driver seat of a collection so
appreciate you and more stuff coming on that and to for the people who
Supported so thanks. Yes, sir. Appreciate you and shut up
I'm about to leave right now. You're good
Yeah, I already got people pitching at me because I'm parked on the side of the road here
So we're gonna up in the space. Appreciate you
We run Tuesday through Saturday, so I'm gonna leave it here for chief to run this bro. I've vanished again
I know I'm gonna have to come nothing. Yeah, nothing new
Yeah, I've managed again. So give me a second. I'm gonna have to fucking look for this dude. Hey Elon do better
All right, cool. I'm gonna pin it up to the top guys
So TDA is sponsored by I'm so I'm so is building out a cross-chain interoperable
infrastructure between Solana and Bitcoin
It's used right now and can be used for his endless runner, which is pinned up top
You can earn bonk and other crypto as well
Excited to check out the Bitcoin Valley and other iterations as we cross chains and move into the actual Bitcoin ecosystem
So shout out to Chris and I'm so ecosystem for sponsoring the TDA. You can find the Evolve token on the bird eye app and
We'll catch you guys next week. We run the TDA Tuesday through Saturday 945 to about 12
1230 central and it's TDA or stay poor you guys be on the lookout for Allison's thread and y'all have a good weekend