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THE DAILY ALPHA♻️
Recorded: June 10, 2025 Duration: 1:09:48Space Recording
Short Summary
The crypto market is witnessing a resurgence with multiple token launches, a potential altcoin season, and significant regulatory developments favoring DeFi. Innovations in AI and blockchain are also on the rise, with new partnerships and project launches promising exciting opportunities for investors.
Full Transcription
Thank you. welcome back welcome back tda fam tda gang we're back first show of the week you guys know the
deal we host a space tuesday through saturday and it's the first show of the week and man I think we've been off
since Saturday we didn't have a show on Saturday and there's just a lot going on we have ICOs
taking off we have IPOs taking off we have meme coins taking off on all chains we got NFTs actually
heating up we have look like we have actually Ethereum looking to break out and Bitcoin dominance actually dropping.
So everything seems to be heating up this summer.
We have stock markets on the rise.
We have gold and silver prices hitting all-time high.
We have Bitcoin in loading zone, waiting room to break all-time high.
We have Ethereum looking to break out of a descending wedge.
And we have Bitcoin dominance possibly dropping and signaling
an altcoin season. So your patience and you've been waiting for this moment for the past two
and a half years. And I think it's finally here. I think it's about the moment where we kind of see
the markets all moving cognizant and we have like a nice little summer man I think it's been three or four years
where we had sell in May and go away and this space being dead during the summer and it kind
of seems like we have sparked something in this space I don't know if it's devaluing the dollar
I don't know if it's all these institutions getting in but seems like anything that has
crypto attached to it seems to be pumping and so that is something that's interesting it's all these institutions getting in, but it seems like anything that has crypto attached to it seems to be pumping. And so that is something that's interesting. It's interesting
to look at that you don't even have to be in Web3 right now to make gains in this market.
You could have held gold or silver. It looks like you're up on your bags. Silver just broke its
2012 all-time high of $37. But also, a lot of these crypto stocks, shitcoin stocks,
are adding crypto and Bitcoin and other things to their balance sheets. And they're going up too.
So you can be on Webill, you can be on Robinhood and be trading these crypto stocks. Well, I guess
they're shitcoin trading penny stocks. And now they're adding like crypto and they're pumping just as hard too.
So just very, very interesting.
We kind of had this realization
of when we started seeing these people
like Metaplanet and MicroStrategies
and now the one by Joseph Lubin, that gaming company.
Like a lot of these board members
are sitting looking at their price and like,
man, why are we stagnant?
Why aren't we going up?
And we figured that eventually people are going to realize if you put some kind of crypto exposure on your balance sheet,
you can definitely add a little accelerant to your price of your stock.
So with the dollar buying power going down, right, it's kind of what we talk about all the time.
I mean, it's not the fact that you're acquiring more dollars is that the dollar isn't being able to buy as much.
So even though they have this rotating door of selling off debt and receiving payments consistently, you're getting more, let's just say, dollars.
Right. Your position size is growing, but it's you're taking aent loss on the actual value of the dollar itself.
Right.
And so that's the, I guess, the counterbalance that people are realizing that there is nothing
to do besides adding another asset to that sheet that's not the dollar, right, that doesn't
have impermanent loss.
Because it's like it's impermanent loss in a different sense of the way, too.
It's not the fact that the actual one-to-one peg is changing but the value
of the one-to-one peg is no longer one-to-one so yeah i was kind of uh looking at the stock market
and there's a bunch of these like penny stocks and they're basically just shitcoin stocks and
they're just like fuck it dude let's just put some Bitcoin exposure or some Ethereum exposure on our balance sheets.
And they're pumping, dude, out of fucking nowhere.
So I think, I mean, look at what happened with Circle, right?
Circle IPO'd.
It's a stable coin.
Ethereum didn't do much.
Are we going to get an airdrop, bro?
Because I don't know.
We definitely helped Circle get to where they were.
But I think that's the interesting part about it too right because um now we're having that disconnect
of you're only something because of us but since they're going the traditional trad fry route of
you know raising money or becoming a public company like we're literally kicked to the
curb and it's like who gives a fuck about you you guys now? So I think that that's also an interesting take of it's not necessarily happening, the mass adoption and us receiving the direct benefit of it, the way at least I thought it would in my mind.
You'd expect them to go the Web 3 route, but when they go the Web 2 route, it doesn't matter if you were a day one circle user, if you were the biggest whale on circles.
I mean, you're nothing in that TradFi world, you know?
Yeah, like I also saw that there's rumors of Ripple is going to be the first company to actually have crypto and an IPO.
And if you've been looking at like Circle, just an instance, or Coin coinbase it doesn't really do i guess you
couldn't really write you can't really see anything that happened but the coins aren't
doing anything like with circle ipo do you think that ethereum would pump because it's defy and
that's where it's built on and you know it's this you know it's decentralized money um but
maybe actually the play is actually the stock itself and uh i've been trying to think like
are we kind of fading trading stocks now that there's now being crypto exposure and stuff
added to this stuff would because it didn't seem like eath did much once the circle thing so if
like ripple for instance i mean do you think that the issue is the stock right i think that
trading stocks have been profitable obviously not to the same margins that we see here in crypto world, right?
But I think the KYC aspect and the, I guess, I don't know, the moat to be able to actually participate in TradFi has been the biggest deterrent, in my opinion.
Not so much the, is there alpha or is there money to be made, right?
Because some people i mean the
tesla people are rolling in bread right there are certain ones that motherfuckers been killing it on
the stock market and even outperforming us right nvidia investors and shit like that so i think
that that's one of those i mean that that middle ground is yeah i would love to fucking go and buy
circle and do all that shit but i mean i don a Fidelity account. I don't have or any of that, you know?
So I think that that's also a factor.
I mean, not to just consider,
but something to keep in mind that
I don't even think it's just because of the plays
weren't as, I don't know, marginally big.
I think the KYC process really stops a lot of people.
Yeah, isn't there some apps
that are actually like mirroring crypto stock
are like stock market and stuff so you don't have to do the kyc it's just basically
some of these that are going to start offering it and i also yeah yeah and i think that a lot of
these companies too that are doing like let's just say that are liquidity companies right
are going to start offering um synthetics right paired or mirrored to gold where they're the ones that execute and fail.
Right. I mean, we had that idea that that was MicroStrategy's plan in the future.
Right. And Michael Saylor is eventually when there's supply lock and there is no Bitcoin, you're going to have to tap into him.
there is no Bitcoin, you're going to have to tap into him, right? Or other entities like him for
him to then be able to issue it out and kind of provide the money services aspect. And I'm just
seeing more and more companies like even just through talking, right? A BD and searching and
just doing like research. Oh, we're going to start offering gold, right? You can buy gold and we'll
fulfill it ourselves. We have a a treasury we will sell a little
slab of gold silver platinum etc right so more and more companies are going to be at least offering
i would say these commodities um in in other non-tradify routes
i just know that the circle ipo if you were if you did have an account you're able to buy that on secondary i mean it's up before
it's up a 4x there's not a lot of 4x's in uh i mean there is a lot of 4x's in crypto but not
as easy as that one it's ran up to 133 dollars per share so and it launched at what like 38 right
yeah 28 28 so it's up 23 percent%. It's just crazy, dude.
And it's kind of see if this is going to be like just kind of meme coins of stock, penny stocks, adding crypto exposure.
I mean, the coins don't move, but the stock moves based off the crypto.
And so I'm just wondering if that is some alpha, if we need to possibly start doing more focus on those companies adding Bitcoin exposure and crypto exposure in general.
So tokens don't move, but the stock does.
So that could be some alpha there. in general with the Genius Act coming, stablecoin, kind of summer, that yesterday, DeFi platforms
will be exempted from regulatory barriers, says SEC Chairman Paul Atkins.
So DeFi platforms definitely getting kind of the red tape cut from underneath them.
Like a lot of, you know, that stuff has been deemed securities.
And a lot of the government has basically been poopoo on that for the past four
or five years and it's kind of kept uh crypto and ethereum underwater and now we're kind of
getting this regulatory clarity and i'm starting to see the eth price starting to go up you're
starting to see staked east starting to go up yesterday we were basically do you see this as
like uh i was trying to determine the wording on this, right?
Exempt from regulatory barriers, meaning that there is not going to be regulation or there will be.
It'll just be a separate set of rules for them.
Yeah, that's a good question.
I would expect just—
Yeah, yeah.
Because, I mean, they're rewriting all the staking shit, right?
That's what I'm trying to understand, too. Because, because i mean you're starting to get new laws about staking not
actually being a security uh the yield itself not being an issue um but then again it's like
that's been the biggest problem you can't really make money out of out of nowhere right that's
their issue is how and what you're doing and how you get that back.
Yeah, I will see.
Obviously, maybe this is part of some of the billing,
the bill details inside of the Genius Act,
or maybe there's more regulation or just more bills to be passed with just Ethereum in general.
But the fact that he's saying this makes me feel like this is some of the,
when you get these bills, there's some pork bill,
there's some stuff that's stuffed in there that you got to read the fine details.
And maybe that's part of this bill in general.
But you have just like when we mentioned last week with the IPO of the stablecoin of Circle,
circle and then we had the genius bill i was like dude this is going to be really great for ethereum
and then we had the Genius Bill, I was like, dude, this is going to be really great for Ethereum.
and you just consent you we saw blackrock transfer like a lot of their bitcoin into ethereum and
you've seen the whales kind of starting to position themselves well ethereum staking
has reached an all-time high with almost 35 million staked of eth locked away um you also
have usdc usage on ethereum reached an all-time high in Q1 2025 based on quarterly stablecoin transfer volume and transfer count.
So definitely looks like DeFi is starting to heat up on the good old Ethereum chain.
And I found this from Eric Conner.
He kind of wrote a nice little thread about just Ethereum and DeFi. SEC Chair Paul Atkins just laid out his crypto vision,
and it's the clearest signal yet that DeFi is winning the regulatory argument.
Atkins started with a bang.
DeFi embodies the American spirit, economic liberty, and property rights and open innovation.
This is the first time the SEC Chair has framed Ethereum core volumes as aligned with the US ideals.
He specifically says mining, validating, and staking as a service are not security transactions.
No more hand-waving. He wants to codify in rulemaking, not just internal guidance. He
defends self-custody and open-source derives. Publishing staking code or wallet software
isn't brokerage activity.
No more chilling effects on devs.
No more conflating infra building with financial intermediaries.
DeFi protocols didn't blow up.
CeFi did.
Atkins calls it a direct directly as he says in 1930s playbooks shouldn't strangle the 21st century tech.
Ethereum kept working.
The system held. He's pushing staff to draft rules so firms can
legally plug in DeFi rails, enable on-chain issuance, settlements, and clearing, build a
path of compliance, self-custody, and market infra. A potential innovation exemption is coming.
This would give fast track and legal clarity for DeFi projects to launch and operate while new rules
are finalized. That's massive
unlock for builders. The bottom line, this becomes policy. The U.S. becomes the crypto capital of the
world. Ethereum gets regulatory clarity for staking, self-custody, and open source infra.
The tide is turning, and he says, let's build. So just, you know, we've had the, you know,
operation choke point. We've had, you know, brokerage firms being listed as offering securities.
And now we're kind of seeing the clear here.
And we're starting to see, you know, if this does happen, you could see massive investments into DeFi protocols that people have been waiting off for.
And, you know, I was mentioning stablecoins last week and maybe invest into some of, you know, if stablecoins are going to be this summer, maybe invest in some of the protocols that offer those yields. But I think with this,
this is not just stable coins. This is all a DeFi. And yes, we could go down the risk curve
and we can go into meme coins and the meme coins and casinos and NFTs. Yes,
there are going to be cooks there. I agree. But I think DeFi hasn't had its kind of, I mean,
we had DeFi summer 2020.
And Ethereum has been pushed underwater for like two or three years.
This is going to be a hated rally, I feel like.
And I feel like maybe looking into some undervalued DeFi protocols wouldn't be bad if there's going to be some regulatory clarity here in the near future.
So, just seeing a lot of writing on the wall.
And, you know, Ethereum isn't sexy.
You know, we all see it.
We've all seen it in general.
But I just feel like the narrative isn't hot right now.
And the longer I'm sitting here and just reading this stuff,
the more and more I start hearing big people starting to talk about stablecoin protocols,
DeFi protocols on Ethereum and Solana and these others.
I think if you are going to build a portfolio for
this maybe cycle, maybe including a few DeFi protocols in that might be something that would
be beneficial to you. I know we could all go down the meme coins and do that, but just trying to
bring that up as it's not sexy, but you know, if this is going to continue to bring regular
clarity, I do think these institutions will start putting money into these protocols. I mean, solidifies the narrative for Barra, Sonic, and Katana, right?
Katana, USDC on Polygon, right?
Taking storm in terms of USDC and stable payments.
Everything lining up for DeFi and the ability to yield with stables itself.
Barra going hard on the DeFiy trying to figure out and perf like perfect
the pol loop we got sonic coming out the same thing trying to cater towards the defy crowd
right with yield etc so i mean i think that one of those three and then you got yeah katana right
which is going to be the defy layer for polygon itself using ag layer to power it i think if you
just kind of go um not necessarily heavy
but ultimately if this is the narrative of this cycle if this is the bills that are being passed
this cycle um you don't you don't really have to believe in any three of these chains right the
opportunity will be there just because of uh the narrative the cycle stable coins defy yield etc
so maybe just buying spot or positioning
yourself for Sonic in the future with the airdrop. I don't know if it's maybe a little
bit too late for points, but I don't know. I just, like you said, if you're going to add this into
this next cycle going forward, maybe having some type of DeFi based position, whether it be chain,
NFT assets or anything like that could prove to pay you out.
Yeah, I'm with you.
I mean, we're having healthy spot buying through the ETF on Ethereum, too.
16 straight days of inflows of spot Ethereum.
Yesterday, the ETF saw 52 million in inflows. Since May 16th, the ETFs have seen a total of 890 million in inflows.
Institutions continue to accumulate ETH at record pace while retail is sleeping.
So it still hasn't broke up 3K.
I think I posted a chart today looking at the charts.
About $2 billion worth of shorts are going to be liquidated if we break 3,000.
And so that's a massive short squeeze.
And just like Solana back in you know 2022 uh eight dollars
like eth will be a hated rally and especially if we have institutions crazily buying it you have
defy clarity you have stable coin usage i do think ethereum is going to cook and i guess for us
we've been talking i mean for the past week or so about positioning ourselves and like eth nfts
and stuff on ethereum and just EVM-centric kind of
NFTs and meme coins to kind of position ourselves with more upside. If this does hit a short squeeze.
Most of them are even up too, bro. I mean, just this last week you talked about it.
People already been positioning. Well, I mean, yeah, I mean, you win twice, right? I think that
that's the beauty of being able to catch the 10% pump rather than the 20%, 30% falling knife, right?
And I always talk about that.
I mean, I'd rather, yo, I missed the bottom, but I'll buy at a 10% pump or rally
than to sit here and consistently keep buying over and over and over
and just have this game of battling, right?
I mean, I've been battling and trying to save my bear position for three months, right?
I mean, still haven't sold shit, but buying at seven, buying at six, like that's catching a falling knife and trying to save myself rather than waiting for a relief pump and just saying, yo, I didn't catch the bottom, but I'll deploy at a 10 percent bump.
Right. And you see that with all the NFTs, too. I mean, you saw Azuki catch a bit.
I know we talked about that last week or the week beforehand.
Right. Ecosystem bit quiet since the anime drop, Zuki catch a bit. I know we talked about that last week or the week beforehand, right?
Ecosystem bit quiet since the anime drop, slowly starting catching a bit, people seeing it's undervalued.
You're starting to see steady teddies are up, I think, 20% since last week.
Barrow ecosystem starting to get some life. Ethos validators up to 4 ETH, right?
So, I mean, you're getting this adjacent ETH NFT rally and anything really that you deployed, I think probably from last week, if it's somewhat of a mainstay, you're
up a little bit, right? It might not be what you want. It might not be a 2X or anything
of that nature, but it seems to be that the ecosystem as a whole is somewhat thriving
and money's moving around.
It's starting, right? starting right and you know something
that i started to realize is this open c quest that are going on um they had one where you had
to buy a token adjacent to an nft project and anime was the top one on there and it pumped the
fucking price of it and so just being very aware what's going on the quests, you just earn XP. You can transfer the five different wallets,
sign in to OpenSea and do those tasks
on each one of your wallets and gain XP.
So people are farming the fuck out of this stuff.
And just a little $10 purchases
out of just an average person that's farming five wallets.
I mean, that's pumping the price.
They had one yesterday where you had to buy an NFT associated with a game,
and the DX Terminal was the top one.
And I couldn't even buy one off the floor
because it was moving like 16 fucking sweeps every fucking second, dude.
So just be aware, OpenSea is just giving people free XP
for these small amounts of quests it almost gives you
a chance to get off right i mean for those of us that had those dx terminals from the actual mint
itself if you're like yo this is done like my money is cooked um with these these quests around
like you don't know when they're coming right they're random you don't know what projects are
being paired with either so if you wanted to get some money back i mean it's there's it's not the time to be taking losses is basically what i'm
saying right because you never know who's going to be paired with what there's so many campaigns
going on right now right even with kato or even with anything like that someone could just say
yo we've been dead for a month we've been dead for six months but we cash out the 100k on kato got a
leaderboard and i guarantee you every asset in that ecosystem is going to pump 2 to 3x, right?
And it's being used as that.
So don't take losses right now, right?
Ultimately, just hold your stuff a little bit longer and keep that moon bag because you never know what might be included in a campaign and could ultimately help you recuperate some of those money.
be included in a campaign and could ultimately help you recuperate some of those money yeah i
mean if you guys are aware of that and you would have saw that as the quest dropped and saw anime
at the top you could have took a long out on anime and fucking caught that shit because i feel like
that might not be bad bro do you know what day they update the quest so you could every day
there's a new one every day i think it's like that makes it a little harder i was like yeah
because you could potentially like that could be just your move following open sea around and just playing on the tokens that
they drop or the collections that they do and just sweeping the minute that it drops so that
would be kind of dope if you we can find out the time seems like it could be an easy cook even if
it's not two three x you know you could marginally win 20 30 on% on every trade. Yep. And I guess the one thing you got to be aware of
with the OpenSea drop is once you buy the NFT,
you instantly unlock the rewards.
So people, once they unlock it,
they just floor the NFT.
So that might not be as steady as a 20, 30%
because people aren't holding them.
Once they unlock the XP,
they automatically just floor it into the value.
Yeah, that is true because I dumped my anime right after too.
You know, like I literally just tried to get it as close as I could for the smallest amount
of haircut, right?
Let's say you lose 50 cents, but you managed to get 25, 35 OpenCXP.
You kind of go on that balance.
Yeah, because I have two wallets I used.
I'm probably going to get retroactive
rewards for and so i was like okay i'm using two wallets i guarantee there's farmers that are using
like 15 wallets because these prices of these kind of accomplishments are like max 10 bucks
so what's stopping people of launching 25 wallets and just cycling through these just to gain the 10, the 5, the 20 XP on like 6 or 7 wallets, bro?
I know they're not probably going to get retroactive, which is probably going to be the biggest one.
Yo, real quick, shout out to Rocky.
He said that it updates every day at noon.
12 p.m. EST is when the new OpenSea page refreshes.
12pm EST is when the new OpenSea page refreshes.
So every day, if you're ready for that 12pm EST,
shit, you can maybe make a play on the collection that's featured
or the token that's featured for the buy itself.
So appreciate that, Rocky.
Yeah, go look.
It just updated 24 hours ago.
So what's the new one, Rocky?
If you're on there, if anybody knows what the new one is,
I'm going to get on it.
I've been doing them. I mean, mean i think i'll pull it up i was listening to um one of the people that runs open sea yesterday and he's like water is and boats and and it's really important to our brand
i'm like all right motherfucker when's summer and how's that was my speculation that they're
gonna launch this airdrop on the first day of summer
because that's when boats go out and shit.
But I do think it's going to be sometime this summer.
If they're talking about, like, it's very important for water and boats and this is part of our brand,
I think that it would be kind of weird for them not to be doing it during the summer.
Maybe it's Labor Day weekend when boats, it's the last day you can launch your boat.
So I do think, think you know you guys
need to be concentrated on this i think it's gonna be a massive airdrop especially if you were on
open sea retroactively since 2021 i mean minimum we have like two to three months left of this
airdrop farming and like definitely look into doing it on multiple wallets uh because i do
think those little xp badges and stuff will probably be worth your time and investment.
It's not much.
You don't have to spend more.
Like most of it's just fucking gas fees on ETH that eat up most of my fucking money, bro.
So, yeah.
Today is purchase $10 of any token on Solana.
And then complete a cross-chain swap to any chain.
So, not necessarily specifically targeted right but when you get into
these uh siloed collections right buy a gaming nft from a verified collection then you click
view collections and you can ultimately see what they have at the top of the board dx terminal and
that was yesterday so just stuff like that you can always sift through and check it out what's
the top what's the top one on that one when you click the collection the top token it's still dx terminal but when you tick uh when
you said uh to swap any solana token oh just swap any token give me a second let me click that
probably like pingu or some shit isn't it it says buy uh no some random called rigby the cat
No, some random shit called Rigby the Cat.
What the fuck?
Yeah, it's up 212% on the day and 780% on the 30-day change.
Like, yeah, this clearly was just, oh, I'm going to probably pull up the chart.
This was literally 24 hours ago.
Yo, this is crazy.
If you actually pull up the chart and look there is
zero fucking volume like zero like the tokens at nothing four zeros and a four the minute it got
added to this open c thing it did a it's at three zeros it did a whole fucking like what three x
so yeah it shaved off a whole fucking zero on this, and the chart is crazy, all because it's somehow listed at the top OpenSea by now, right?
And you can see it on the chart that it got listed yesterday, or today, the 10th, and it started.
So, yeah, that's wild.
That is crazy.
It started at 6 a.m.
At 6 a.m., there was no volume.
At 6.50, you get your first candle so a know something or is this like a farming raid campaign to get to the top
and like get the visibility maybe that was maybe you can possibly like start buys and your token
is the trending one so it gets to the top and then other people buy in after and then you just
dump yours but like this is yeah this is probably an interesting move for any of those that you know are trying to make
if you have size uh this these are the type of size plays that you could easily win
like i said 20 30 percent with size is cake man people do that all day well especially if one of
these meme coins are listed on like uh axiomiom, like we'd say, or if it trends and actually become something and they don't know that it's trending because of open sea buys.
And then it actually trends on dexes and shit.
Yeah.
Or even shorting it like on axiom.
I know you could short like Pingu and you could short these other meme coins.
Maybe it's worth a short after tomorrow or some shit.
So it's like looking at this,
it's getting tons of volume because people are fucking farming thousands of wallets. once everybody gets to xp what do you think it's gonna have it's
gonna drop in price so maybe if there is a like bro it has 500 followers no one that i know even
follows this shit last tweet on this page was april 29th so yeah this is a hundred percent uh
open sea farm like other people are obviously obviously seeing this recipe and taking advantage of it.
We're not the first, but it doesn't mean that we're going to be the last
or that there's no money to be made.
This is a clear example of that.
Last post is the 29th.
Yeah, they figured out something with this to get the spotlight.
What are some ETH entities?
I know a lot of people were looking at the anime price
and they're looking at Azuki as two ETH as undervalued
with their, I guess they have some conference
or they have their TGE launch in July.
So people are speculating getting that.
Obviously, SPX 6900, Mirad has continued to go on TikTok
and onboard people.
That's up to 1.5 ETH.
You have Kato, Genesis up to like three.
Like you mentioned earlier, we have Ethos up to four ETH.
So what are we looking at?
That's interesting too.
So the Ethos one, right?
There was no sales for a week
and then randomly seven of them were bought
within the last 24 hours.
So something to keep in mind.
I mean, obviously that's a lot of bread to just buy on a speculation or whim
and should position yourself 100% less because they were trading at like 2.4.
But something probably is coming with ethos.
We know that season one just opened up as of uh i think the end of last week
slash the beginning of this week over this weekend so i don't know if people are prepping for that
but yeah man ethos is cooking on that end and seven of them have exchanged hands in the last
24 hours as just putting that on you guys's radar right if you wanted an entry probably won't get
one soon if you wanted an exit i'd take advantage of it now and uh just preparing for season one i think the great thing about like the market you know us
breaking all-time highs and the market getting frothy and confidence happens all these motherfuckers
that have been sitting on their hands with announcements and waiting to deploy their
airdrops and their campaigns they all launch them at once and they all launch them at the same time.
And so if I was going to do an ethos airdrop, I would probably try to capitalize on this
momentum and probably do it in the next month or two.
You don't want to be dropping this stuff.
You know, if we go into a recession or we go, we hit, you know, the, you know, everything
gets frothy and everybody capitulates and leaves the space again.
So yeah, we're probably going to be tons of opportunities.
Shit pops up every fucking day.
So now that we're kind of frothy
and everybody's coming back to the space,
I could definitely kind of see airdrop season happening
and just like opportunities like are happening.
I'm already starting to see like AVAX is starting to heat up.
Hype is starting to heat up.
Like the quickening's happening
and it makes me feel like this is when you start seeing
like shit just going parabolic. We just had fucking plasma. No one could get into it. The gas fees were like
$10,000. And there's like 38 whales that hold all of it. You have ICOs popping off. You have
meme coins launching on all chains. You have airdrop campaigns. So the quickening is happening.
And it's great for us because now there's lots of opportunities when there was none, maybe like
in April.
And so you definitely got to be on your hands.
You got to be in a group that is kind of curating all this information.
You're going to miss out on some opportunities.
So this is great.
Well, on that note, too, you are going to miss on opportunities, period.
Right. Just just get that understood and get that out of the way.
Like the idea that you can be everywhere is impossible.
So don't beat yourself up. If you miss some, there'll be others. Right. But yeah, I mean, if you're not
having some way to aggregate this information, if you don't have people in all sectors, I mean,
it's going to be a little bit tougher. But I think it'll be impossible to catch all the opportunities.
Just understand that there are plenty out there. Pick your niche and double down.
Yeah. I'm going gonna post a good my bad
good no no you're good i was just gonna post something up to the top and kind of help us
segue out and in uh virtuals sheesh cooking cooking cooking man uh yes well not yesterday
sorry oh yeah no one day ago actually yesterday they they announced that they're moving to uh eath
to start launching and incubating agents on the east side of things um for those egos that didn't
know virtuals is i guess you'd call it an ai launch pad that allows people to participate in
early token releases aka let's just say the seed round prior to drop and then then there's a plethora of ways to actually earn points and engage and
kind of participate in that ecosystem, right? Before it was only base and Solana. And ultimately
those are somewhat just not to say limited, but the reach of those two chains when it comes to AI
and crossover and even just cross pollination hasn't been much, right? We haven't really seen the Solana Foundation get involved with virtuals.
We've seen BASE somewhat support virtuals launches and tweets, et cetera, like that,
but never to the point of the actual chain.
Well, pinned up top, we got the Ethereum, actual Ethereum Foundation and page.
We also had some tweets from Vitalik.
Coming live, man. The first agent on
ETH from virtuals, the agent itself is called Iris, right? That's probably the hypest launch
coming up. There was one that was supposed to be coming called Baby AI, which is a in real life,
real world product that actually has users, et cetera. But this is stealing the storm.
So I wanted to put this on you guys' radar for those of you guys that were,
hey, is it too late to participate in virtuals?
Is that run almost over?
Well, they kind of wild carded us, right?
And even if you had ideas or thought, hey, it's over for base, it's over for
Saul, agents haven't been profitable.
This opens up a whole new ecosystem and loop.
And I would say for the next week or two, we're going to have a bunch of bangers that are going
to come out from that virtuals ecosystem based off of ETH agents, right? And then these also
can tap into different defies and stuff like that. So just wanted to put this on you guys'
radar. If you were ever curious about it, do some research right now.
It's actually worth it.
I think you, let's just say short term before things actually change.
I think you maybe got two weeks, right?
If you're already positioned, start increasing your virgin points and save your allocation for this drop.
Because Iris, I mean, from talk of the town is projected at roughly about a 200x or so, which sounds crazy.
But the thing about it is it's limited to the amount that you can contribute.
Right. So, yeah, it's a 200x.
But if your account is limited to only contributing a dollar, then cool, you walk away with 200.
And cool, you walk away with 200.
So the point of all of this is to figure out ways to be able to contribute more and participate
in these launches.
The only way to do that is to actually participate in these launches and kind of bootstrap the
next agent, whether you believe in it or not, right?
You don't have to commit all your points.
You don't have to commit all your money.
But it's actually participation in this ecosystem.
And then kind of lastly that I wanted to wrap up this virtual talk
is that there's millions of ways to participate in virtual's ecosystem
without having capital, which is another crazy realm that we're in.
We see Cato really showing that InfoFi can be somewhat profitable
to smaller accounts also.
So, virtuals works the same way, right?
Everyone's doubling down on this power behind the yap.
And you can yap and talk about these agents that are coming out.
Earn yourself points, which are actually more points than the stakers receive, right?
So, they give a base level allocation to stakers,
whether you're staking the actual virtuals token itself
or you're staking agents on their platform, right?
But if you're just yapping about agents
and if you're just participating with smart followers
about agents speaking about virtuals,
you earn daily active bonus points
that are actually higher allocation
and a higher emissions yield than anything else.
Right. You can get those from staking Vader itself and other ecosystem assets, virtual token itself and other ecosystem assets, and just multiple ways to do it.
Right. And then lastly, price action.
Right. Playing with these tokens, whether you got into them at genesis launch or not
earned you some points so just trying to make you guys curious pique your interest and definitely
worth checking out especially now that they added a whole new ecosystem uh even if you thought soul
and base were cooked probably got two weeks to write out the eth one and there's going to be
some bangers over there so if you had to risk it all and put all your virgin points into one of these launches,
which one would you do?
Would you do Iris or would you do the baby?
I'm going to do Iris, yeah.
The thing about that is you get your points back, right?
So if you actually commit to these agents
and stake the shit, you get your points back.
You don't get all of them, right?
Like let's just say you got 50,000.
You commit 50,000.
The next day you'll maybe get like five or six, but you get it back. But the higher virgin points you get,
the more money they allow you to deposit, right? So let's just say, for example, if I have 1000
virgin points, it's going to say my max allocation for this is 0.1 virtual. So that's where you're
getting people say that they're making three, four, 500 X's because they are, right? But it comes with stipulations. You can't sell the 500 X because
you get put into take profit jail. So, you know, you can sell 10%. And it's like, yeah, you're
making a 500 X. But like I said, you're putting a dollar and you're pulling 50 or 500, but you
can't sell it and realize the 500 you can only realize
50. so it just becomes like kind of like this sticky situation um of do i want to actually be
in this ecosystem or not right that's what they're trying to promote is people buying agents staking
agents and transacting with agents but that want to be in the ecosystem, right? Because any agent that
launches on virtual, the team itself, they have lockup periods, they have vesting, they have all
of that. That's what's visible to all of us as investors. And they don't get paid until they
reach that threshold. So they have to stay in the background developing remaining quote unquote relevant um until 30 days 60 day or a 90
day lockup period and so that's why they're still building and they're kind of incentivized to
continue on so i just think that the ecosystem is going to continue to get hotter man now with
the introduction of eath and you're getting this cross marketing with the eath foundation so just
kind of excited to see where that goes.
You know, when I know that like we're getting heated up and it's getting frothy, it's like,
I feel like I'm in a boat with leaks and I like put my thumb in one and then another one pops up and I'm just like spread out and I can't fill up all the holes from stopping the boat from going
under. It's just like, it doesn't matter where you look. You can look on virtuals and you're like,
damn, there's some cooks over here.
You can just look in the trenches.
There was that versus token yesterday that launched that went to like a billion on pump fun.
Then you could go to like hype.
It's breaking, you know, perpetrating hype just broke 41 million or $41.
And then you can go look wherever you want to look. You can go on to
AVAX and arena.trade. There's hooks over there. There's like AVAX is now cooking. Like you have
arena up above 200 million. There's a token called Lambo that was launched two days ago.
That's up to 29 million that has like a slight association with Daniel Sesta. Daniel Sesta
yesterday even talked about himself
and one of the tokens that he talked about
went up to like 2 million.
So you know when the space is heating up
to wherever you look,
you feel like you're missing out on something.
It's just like really not chasing stuff
and maybe just concentrating on a sector
and just getting really good at that sector
and just taking advantage of those opportunities.
Once you start spreading out and you start trying to chase and try to fill all the gaps in the boat
to stop it leaking, you can't and you sync with the boat itself. So I would suggest just finding
something, Ordinals, AVAX, Solana, Virtuals, and just concentrate on that and try to get as many
X's as you can out of there. So, I mean, there were some hooks on Ordin or alkalines the other day. Was there something with those alkaline pandas that happened? Wasn't there
some kind of airdrop or some shit? No, no, no. The pandas airdrop happened like two weeks ago.
But they're like $300 a piece, aren't they? Yeah, yeah. They're about 280, 300 bucks here.
What they did is what, I mean, and that's the thing about it right when
bitcoin has these innovations especially with the ordinal side of things a lot of this stuff doesn't
seem let's just say new and it's not new it's just new to the ecosystem right it's a new ability that
wasn't able to be done on bitcoin and that's what makes it novel. They, I forgot what that, what the token standard was on ETH, but they made it to where each
Alkine Panda is worth X amount of tokens now, right?
So you can interchangeably claim X amount of tokens for your Panda, then go degen with
the tokens themselves and then come back and claim.
Like the Pandora token standards
like that 420 token standard yeah i forgot yeah i forgot what it was where like you it's like
it's fractionalizing nfts it's you know those pools that we saw like nft now and shit like that like
from back in the day but now you can do that on bitcoin i'll post more more info about that
if any of you guys are actually interested or have you have the ability to go and i think it's a
thousand tokens uh and then they also added something to do with those tokens right because
that's one of those things too it's like you can't just stop there right like what the fuck do i do
with the fractionalized nft now i mean if you're not giving me an output or a sync for it and so
that's they they came out with some type of game
that allows you to do it.
So posted it to the top, you can see an actual video
of someone participating in claiming rights
or swapping their tokens, their Panda for tokens,
and kind of just doubling down.
The token itself is called Bamboo.
And each Panda receives a thousand Bamboo tokens per panda itself.
And then you can start playing with that, interacting with it, and then go.
And then lastly, the game slash the sink off.
Bamboo Roll is the first game of chance that's smart contract based on Bitcoin.
First of its kind, a smart contract that lets bamboo holders send
their bamboo into the forest. It will either be lost or return having harvested twice as much
bamboo as it entered. So basically created a non-chain game for you. What happens when I send
bamboo to the forest? A user can send a little as one or a hundred thousand bamboo tokens to the forest itself once bamboo is rolled one of two
scenarios play out 55 chance your bamboo gets lost 45 chance your bamboo comes back with twice as much
as you entered these odds are determined via randomness mechanic using a field unique bitcoin
blocks and uh called merkle root and you can prove
that they're with the merkle root right that's how you prove randomness anyway uh what happens
if my bamboo gets lost if your bamboo gets lost when using the bamboo roll your bamboo will be
added to the contract pool the contract pool does not have a withdrawal feed function not even for developers so aka if your bamboo gets
lost it gets lost it gets deflated right and ultimately bamboo tokens equal alcan pandas so
a deflationary mechanism for the actual nft collection itself all the info for how you roll
whether you want to roll what all the information on that is pinned up to the top for you guys
so y'all can check that out.
And then that way you can play around if you have a pan or if you don't.
I'll throw it to you in one second.
Lord, you came up here.
But this is what I was talking about.
Possibly looking into getting in stocks.
NASDAQ company Meta Alpha bought 48 million ETH.
Corporate's buying the ETH dip. And then if you go look at the stock
price of MetaAlpha technology, a NASDAQ ticker math, it's up 6% on the day. So these are kind
of just like really easy plays. I know you probably couldn't buy it until that was announced,
but I would say that with the trend, that is probably going to go up another 5% tomorrow.
And so just like looking at these shitcoin companies,
these are shitcoin penny stocks adding crypto exposure,
it's pumping their price.
And you can get some nice returns if you know how to do this
or if you have some kind of a way that you can buy these stocks.
So that's just an example that I was talking about yesterday.
That's up 5% on the day.
And we'll keep track of that price
and see if it was a buy as soon as I talked about it.
So we'll keep track of that stuff. Keep track of that stuff. as soon as I talked about it. So we'll keep track of that stuff.
Keep track of that stuff.
It's interesting.
It's like easy.
It's like an easy one.
We have our finger on the pulse.
A lot of these people on Bloomberg Terminal probably know about this.
And then now I'll probably get to Normies and they'll say,
oh, that's up 10% today.
Let me FOMO into it.
And then, you know, we already are into it because we just announced it on the show.
So maybe just finding ways to maybe be able to trade these
might be useful as
another avenue to make some money during this kind of uh euphoria moment where crypto it's kind of
taking over the traditional stock markets but lord what's good bro i heard you talking about those
pandas bro like she pretty much covered it bro they like the dice game is like um if anybody
doesn't know what like satoshi dice was it it was an old-ass gamble Bitcoin for more Bitcoin in 2012.
It was an old-ass whatever.
It fits the lore of Bitcoin.
But the Alkanes, though, like Alchemist, that was a fucking absolute cooker.
And there's just been a few cooks over there.
I think that the alpha over there is, to be honest, to look at stuff that's kind of interesting and cool.
There's a lot of mints that have happened that are just like, you got to mint off the contract, blah, blah, blah, and here's your tokens.
But I'm looking for shit that's cool.
Alchemist was super dope, and it cooked the mempool.
So if people put together good UIs that have an interesting experience for minting and good lore and good Ponzonomics,
I think that we have some new cookers coming up.
Well, Matt, they'll do. It's like you said mempool right and then that gives you cross
coverage right when you when you can get the mempool i mean the mempool is at zero guys like
fucking basically zero blocks are being sent that are empty that are not fully filled with data
transaction or none of that shit so if anything happens that sends vbytes from fucking let's just say one
to 150 or even 60 70 right other people are going to be like what's going on other people are going
to want to know where this is coming from where this activity is and so you'll get cross coverage
for people not even know that they're talking about jpegs or spam just like oh look
mempool is spiking and i wonder what it could be and then i guarantee we were like oh it's this
is this right so at the end of the day it's like it's another i guess you'd say you don't consider
is that natural people report on mempool and so you'll get these spikes and you'll get these
i guess second waves of attention
that part and they have like a phase two with alchemist coming up which
no one really knows what that's going to be but i would assume it's going to cook the mempool again
which is going to get everybody talking and like like you're saying that's like
dude it's the easiest marketing green candles are the easiest marketing like cooking the mempool is
the easiest way to get people talking about it and like you've got mempool employees tweeting about shit like that right
so like that's how to get attention so that's what i'm looking for over there and like the
biggest alpha i can give is lifo fifo because that motherfucker's like he's he's a part of every
single thing that's happening there even if he's not like involved directly like he'll explain it
and shit so like a wizard of ord probably looks good here uh and then just like
paying attention to what he's doing if you're really trying to get deep into the nerd shit but
anything that's cooking the mempool exactly what chief is saying like that's the alpha and alkanes
in my opinion bro like they're gonna be you can drop whatever you want over there there's like
smart contracts amms and shit whatever blah blah blah it's a meta protocol but if it's not cooking
the mempool i'm not really too worried about it like i want to see cool shit devs like actually cranking out good ui and then stuff we can
click buttons on that everybody's gonna well that hits miners right that's another group of subset
you got the natural people that report on mempool natural people that report on transactions and
then you got a miner who's been making 50 let's just say 50 bucks a day who today uh pulled in 100.
So now homie wants to know what the fuck happened because today I managed to make a little bit more
money even though the entire blockchain was at zero vbytes or at two or three for 99% of the day
but what happened in that one percent oh the spammers attacked the chain again well send them again
because uh i doubled my profits right for those of you guys that are interested
alchemist and all the information top um share this with the community probably the day of the
mint itself i saw half burger talking about it so ggs if you guys participated i think it's sitting
at a 1.2 million market cap uh phase two still out and available and also it was a fun gamified mint I mean if you want
to participate in Alkines I don't think anything has in the mind right now besides this Alchemist
Mint you have your OGs Fartain Mutane Bet Methane and all that bullshit um but fun stuff right experiences are what trigger people and
create memories so i mean and it has friction too like i've said this was an ordinal everybody in
the space would know exactly where to go they know what to do they would go write the magic
eating they would buy it the fact that it's all kinds it's a new kind of dressed up dressed up
the dress up the magic trick a little bit no one knows really what to go or what all kinds is
all they're seeing is the prices going up.
So those initial people that would just FOMO into it
because we talked about it, there's a learning curve there.
And so that keeps them out until it gets to $1,000
and then they're buying the top.
So I always say friction is bullish.
And this is another example of how this is new.
Not a lot of people don't know where to go,
how to buy these, what wallets to use.
And so that's going to keep the initial uh fomo out and
then once this starts heating up and starts taking off obviously people are going to like learn and
it'll probably be integrated uh easier for normies and then they buy your bag so this is just a this
is when i talk about friction as bullish this is a perfect example of that so that part and like
yeah you couldn't do anything with that like id club was the first people to be like okay alkanes
like we're going to put them on here and you're kind of seeing more platforms be like oh alkanes like do you guys want
alkanes so exactly bro we just need more of this type of shit these pawnsonomics i'm bullish on like
phase two alchemists see what they do i was honestly the best i think it was one of the
best main experiences i've had here like just overall like not just on alkanes it was like
really fucking dope the way they did it and like the distribution was really good in comparison to
like pretty much anything over there and and stuff on other chains too so like if more devs can come
over and cook up cool ponzies on there yeah like I think it's worth getting in early like while
there's friction and then they have to buy the tokens on id club or wherever else and the more
attention they get with the mempool,
the more people are going to bid on secondary.
So that's,
it seems like a pretty basic playbook.
Just pay attention.
And like I said,
like life.
follow that motherfucker,
dude.
Like he's cooking,
bro.
Like he,
he helped out,
the pandas.
Like he's been in every single other thing that they've done over there on
Alkin.
So pretty fucking bullish.
Also still an airdrop
right like this summer at some point for like oil wallet xp so maybe closer to that like there's more
hype also i just think it's got some room to grow as long as there's good ponzi's coming out bro
you better believe arthur hayes probably talking about all kinds if it goes up in price
also yeah i forget about that but yeah, Arthur Hayes is definitely backing
all of that, so I don't know.
Chief, do you want to bring up
something this redo
season?
Is he brogging for you, Ark?
Can you hear him? He was cracking up a little
bit earlier, so maybe he got Elon'd.
Yeah, I think it was probably the hotel
Wi-Fi. It was in Mexico, I think, so. That's not going to work out too well. bit earlier so maybe he got eloned yeah i think it was probably the hotel wi-fi bros in mexico i
think so yeah that's not gonna work out too well he'll come back what are you looking at arf any
ai developments did you see apple's launching like this liquid screen that they're thinking
is like innovative but it's not like bro steve jobs is in his grave right now bro i don't know
what happened to apple dude you could you could combine emojis now or some shit like i don't fucking care about it do you see like vo3 taking
off like all these people like like the bigfoot that's holding it up and he's like running he's
like it's just like yeah you're good bro okay we got better we got better models that are coming
out you know this is all open source shit and they're just like using it and making it really
easy to use and then putting a paywall in front of it which is it's bullish i mean like duh like
that's what everybody's gonna do but now the tech's just getting way better bro like i've seen uh
in the fucking ilu chat bro a lot of people are talking about like okay how do we get like
how do we automate just everything like content creation like how do we automate our ilus
and so everybody's looking into a lot of shit like this right and like uh it's pretty crazy there's people that have straight up automated workflows
for free that like you know it'll make them blogs it'll make videos like ai videos that they post
to youtube just straight up tiktok slop sometimes well you know like half the screen is fucking gta
gameplay the other half is just blah blah blah blah blah and they're breaking in
fucking money so like yeah dude ai is getting pretty out of control like that part you could
pretty much do whatever the fuck you want um vo's good and like a lot of these platforms are good
and they're very easy to use i'm more excited about the underlying tech though like the models
that are powering that and what they're using because yeah anybody can use those it's just
nobody's going to put in the work to figure out how to so i think you have an edge if you can just like figure that out
especially if you're a company or feel like you're trying to make fucking content with your
you know your ip or your fucking nfts for fun or whatever like worth looking into but you know i i
don't really subscribe to any of those platforms but there's really good models coming out then
that's that's the important part also that's the guy from open ai uh greg or whatever like there's really good models coming out. And that's, that's the important part. Also, that's the guy from open AI,
Greg or whatever.
Like there's a good video of him doing like a commencement speech where he's
just explaining how like AI is going to do everything,
like everything we can do,
it's going to happen.
And yeah,
we're just seeing that kind of ramp up,
right?
Like we all knew this was coming,
but it's getting pretty crazy,
bro.
Robots everywhere.
There's like multiple robot companies now that are starting to ship into
fact i think bnw bnw right with like um who is it like i forget the name of the company bro it's
like this brett guy um but they've got literal robots in companies like in the factories right
now so it's getting fucking stupid dude yeah i have to fix the space real quick uh we had
connection issues but i got full i got fooled the first time this week with the VO during the riots and shit.
Obviously, they had the one with the selfie, and they reenacted one of the crazy parts.
And the dude took a backflip off the Waymo, the burning Waymo.
And I was like, damn, dude, he's risky.
He fucking backflipped off a burning fucking truck.
And it was just AI generated.
So I'm already starting to get confused of what's real and what's not real on
the timeline.
Now that video came out,
but chief,
you pinned up something before you wrote,
bro.
Did you have something this redo season?
I think it got to be this morning.
Yeah,
you're good.
Okay.
Yeah,
that was that.
It was just don't avoid bright lights.
It's a Gordon's collection.
15 bucks,
right?
I think it'll be relatively low cost of entry.
You could get one of the 103 different collaboration pieces from different artists.
So kind of expecting cross-marketing and just coverage all across the space.
And for a low cost of entry, I think these will probably be a cook.
They drop tomorrow on
Trio. They were supposed to drop earlier today, had an issue with Trio. If you minted as soon as
they went live, they will be refunding you mint cost and fees because of this issue. So you're
not like out of it, but just do check that out. I think it'll be an easy cook tomorrow, right?
I mean, you have some attention on ordinals.
15 bucks ain't bad.
A lot of these artists are artists
that have either their own collections
or are established artists already in the space.
So once again, I'm kind of just betting on cross coverage
and marketing and 15 bucks.
If you can clear it 30, 40, 50, 50 60 bucks should be an easy cook a lot of
partner collections a lot of stuff like that I mean you can get more info on the link I pinned
up to the top to see if you qualify but yeah just go check that out a lot of people are eligible to
mint and so you're not gonna have to fight it out for public I think that due to so many communities
it might not make it to public but something to keep your eye out on if you're interested in picking Bitcoin pieces up.
Did you see just four minutes ago, XAI, which is, I guess, the corporate ladder of Grok, partners with Polymarket to blend market predictions with x data and grok analysis hardcore
truth engine to see what shapes the world this is just the start of the partnership with polymarket
more to come so it looks like you can yeah i think banker bots next you into into x yeah oh that would
almost bet on that bro i would bet on something similar to banker bot coming to x if not banker bot itself
um especially because it's already based like it's it's obviously based off of base but when
you can start going cross-chain compatible and then it doubles down on this like well why wouldn't
you use banker bot if you're already getting live metric feeds for prediction markets i mean that
would be the next step is just say hey banker bot place a bet of 50 on uh espresso to win over a little dog arf and then i can just continue about my day i do
all that in one tweet so i think something like banker bot if not banker bot um is going to be
next because i mean i think it's in terms of tech it's probably the newest and coolest that we have
bro that a lot of people overlook is that ability to lock
not only launch a smart contract but utilize a whole smart wallet a blockchain wallet through
just text some tweets never having to log into a ui never seeing uh your your ballot none of that
right it's all text so that's gonna open the door it looks like with this like say this is it's
talking about the recession and instead of you going to look up door. It looks like with this, like say this is, it's talking about the recession.
And instead of you going to look up the data, you can ask it right in Polymarket.
And Polymarket will give you like the prediction of a recession. And then you can take the bet without even leaving Polymarket.
So pretty interesting development.
And obviously Polymarket's like a prediction market.
We have a lot of these prediction markets.
I think the one that's launching today was that Upside one, Upside Fun.
It's different.
I guess it's more like, oh, they have a post on here.
So Season 1 is live.
This one was the one I brought up a few weeks ago.
I think it's on base.
It's backed by base.
I think Arthur Hayes is invested into it.
He's invested in everything.
But Season 1 is live.
You can day trade the internet. Literally, here's all you need to know with just six tweets
what is upside imagine scrolling x and see something you know is about to go viral how do
you get upside from being early share the link on upside for a little as one dollar a market is
instantly created where anyone can upvote it starting Starting price, one cent for an upvote. Upvote
supply, one million. The price per vote increases as more people buy. You can sell your upvotes at
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creator and the curator, all upvoters via the prediction pool. In short, Upside is a social
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Find, share, and upvote things you think will pop off.
The faster, the more accurate your predictions, the more you earn.
What's the problem upside solved?
Every time something goes viral on the internet, thousands of meme points pop up, all predicting to capture value.
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The splinter, liquidity, the attention, the potential upside.
Upside fixes
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on selling them. Invitors, share your invite code with friends and earn them at a higher price. It's simple. There is currently a 0% fee on selling them.
Inviter, share your invite code with friends and earn 50% of protocol fees they generate for the first 50 days.
And creators, if you create a tweet that wins a round, you earn 15% of the prediction pool.
The best part?
A tweet can keep winning multiple rounds.
So everyone, curators and voters can keep winning USDC again and again.
So what makes you upside unique unlike pump.fund every market on update is tied to a single unique link this adds
scarcity and providence to online attention unlike polymarket you're betting on subject
substantive and social based outcomes not purely objective events unlike zoro we believe traders
want to speculate on success
rather than own the content itself.
That's why we create markets where creators already are ex-YouTube and Instagram
without forcing them to upload content to Upside.
Unlike Frientech, creators on Upside have zero expectation to manage rooms
or providing ongoing value to holders.
They just long on and claim their USDC for rewards.
Unlike Believe App, there are no gatekeeping
on who can create the market.
Unlike Reddit, voting happens on-chain
with real skin in the game to prevent bots and manipulation.
Finally, unlike nearly all Socialfy apps,
every market on Upside includes a five-minute auction period.
This acts as an anti-sniping feature
where front-running bots get wrecked.
While building things differently,
all the projects above we've learned from drawn inspiration from each of them.
So we want to see how Upside works. For yourself, click the link below. We shared every tweet with
a thread. I think they were offering people, like the first 100 people to get in. I was been early
on this. I think I'm on phase two. So I think I'll get in there in probably like a day or two. And
then if you guys want to get on here and play i can basically get out some invite codes to the people in the foundry so
definitely a different way of trading attention um we'll see if it takes off i mean there's a lot
of investors that are interested in this and invested in it so definitely interesting definitely
unique and uh we'll see if it kind of this way uh kind of takes off of kind of social engagement
right so this launched they just launched a thread 20 minutes ago so perfect timing to talk We'll see if it kind of this way kind of takes off of kind of social engagement. Right.
So this launched it.
They just launched a third 20 minutes ago.
So perfect timing to talk about it.
So that's all I got.
Chief, you got anything else you want to talk about, brother?
Yeah, I just wanted to just two things.
Kato and Katana are now live. I mentioned earlier Katana is the DeFi chain slash new chain that's coming up for polygon right officially backed
incubated by them so if you don't have any money if you just want to participate you can now yap
about this shit and put threads out and earn points and earn an allocation to this airdrop
once again it's a new world where capital is not the moat anymore for participation
so wanted to put that on you guys's radar and i think it's under farmed i don't think i see a lot
of people talking about katana at all right so it could give you a bigger slice one of the things
about this is for kato and anything like that you want to start yapping before any of the rewards or
any of this shit gets announced. The minute that the boards
fill up and you have all these announcements, ultimately it becomes saturated. And if you are
a smaller account that's trying to navigate this no capital world, you're fucked. If they reward,
if they announce rewards and you have no tweets, if you have nothing out there already, you're not
going to make it, right? You're missing out your your own opportunity so even if you don't know if the rewards are going to be good if you want to just
take advantage just start yapping one or two posts will probably get you on the leaderboard of just
how early it was right finish it up kaido uh magic new and i know a lot of us are farming
participating on they have now doubled their allocation rewards for kato yappers so this is
the kind of shit i'm talking about right if you're talking about magic newton beforehand cool ggs you
managed to work your way through the board in a organic style let's just say race and then now
when they doubled the rewards anyone that was farming infinex or any of these other new protocols
on that board are now focused on Magic Newton.
So just wanted to put that on you guys' radar.
And then lastly, it's something that a lot of us have kind of been following and trying to get involved with.
It's the new on-chain game on base.
It's called Spy, right?
So I've been doing a deeper dive as that's kind of like my bread and butter man i love on-chain
games right wizards dragons wolf game all that kind of old nostalgia bullshit from last cycle
and uh just talking to the teammates that's what they're trying to do on base itself so pinned up
to the top a little bit of information about how it works ultimately there will be some unique you
know twists and turns
that make this a unique on-chain game.
But from what you see, right, you create an agency,
meet your spies with the underlying token
for the ecosystem.
There's four different ways of gamification
that you can send your crews out to complete missions,
return with more money, et cetera.
And then you go into the, I guess,
the differentiating dynamics
which are crafting some schematics upgrading your actual spies and then a new concept that
they introduced yesterday called pvp so for anybody that's interested go check it out if
you're a big on-chain game fan they're trying to do something like on-chain heroes and wolf game just on base we've seen a couple iterations with infected and just other failed projects but the
thing about these on-chain games and we saw with bitcoin we saw with all that on the abstract side
of things is first week man first couple hundred players first couple thousand players are the most profitable right it's you you're technically
using funny money to double down and upgrade more funny money avenues right if the funny money then
becomes something you're then positioned at a level three four five six ahead of people who
you know are now realizing that there's the potential to earn money. So really interested in Spy.
Ultimately going to try to hook us up with some spots
and just kind of see where it goes on that end.
But yeah, new on-chain game on base, getting a lot of storm.
Caught, they dropped their Discord yesterday.
It was the first, I think, 100 people inside or something got automatic whitelist.
But turn notifications on if you're interested
and be on the lookout for that.
Yes, sir.
I think the last thing is just DeFi.app.
They launched their token today.
So if you did make some swaps on there,
it's claimable inside the wallet.
I think I did probably like 100 swaps
and I got like 80 bucks.
So didn't do a lot, but I mean, I didn't really do much.
I spent like 10 bucks swapping USDC like every fucking few days and made 80 bucks doing it. So if't do it a lot, but I mean, I didn't really do much. I spent like 10 bucks swapping USDC,
like every fucking few days and made 80 bucks doing it.
So if you guys did that,
it's kind of like a wifi competitor.
They have their air job claimable inside the wallet today.
So appreciate you guys coming out to the daily alpha.
We'll be back tomorrow at 11 a.m.
Central,
12 p.m.
Eastern.
And I'll leave it here for chief.
And you guys have a great day.
I'll see you guys later on in the day.
Have a great day. Bye. Appreciate everybody'll see you guys later on in the day. Have a great rest of your day.
Bye.
Appreciate everybody for coming out.
Appreciate Lord R for coming and contributing a little bit.
Everyone that likes retweets the space.
As you know, at the end of the show,
there will be a thread that covers everything that we talked about.
Use that as a resource, right?
To start your leads, do your research, follow up.
You can listen to the space
and also follow along with the thread.
Any interactions on that help us continue to grow out the TDA
while also getting more opportunities
for our community members.
And we do this Tuesday through Saturday,
11 central till about 12, 1230.
Just depends on the conversation at hand
and the people on stage.
It's TDA or Stay Poor. We'll catch you guys in the Foundry. You guys be safe, have a good rest
