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THE DAILY ALPHAโป๏ธ
Recorded: May 22, 2025 Duration: 1:51:10Space Recording
Short Summary
In a dynamic crypto landscape, significant developments are unfolding, including new project launches, strategic partnerships, and innovative fundraising mechanisms. As Bitcoin trends upward amidst market skepticism, the integration of blockchain in gaming by FIFA and the launch of Osito Finance's unique platform highlight the evolving nature of the industry.
Full Transcription
Thank you. What's good, TDA fam?
What's good, what's good, what's good?
Appreciate you guys stopping by the Daily Alpha.
We host the space Tuesday through Saturday from 10-15 to 12.
You guys know the deal.
Like and repost.
The more likes, the more repost.
The higher the space goes, the higher the numbers go, the the higher the prices go so we do appreciate any support you can just
give the space to get it out to more people obviously we have our creators underneath the
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every show um if you guys those are pinned up top if you can like and repost those show them some support they're doing that for free they're doing out the kindness of show. If you guys, those are pinned up top. If you can like and repost those, show them some support. They're doing that for free. They're doing out the kindness of your
heart for you guys. So any support of that would be great. And also Antonio does our audio clipping.
So he goes through the show, finds some things that are interesting and does some audio for us
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doing that for free out the kindness of their heart, giving us more exposure. So any love and support you guys can give those people, it would be greatly appreciated.
So we do appreciate you guys.
We love you guys.
Big announcements coming from us.
Just stay tuned with that.
And we'll just get it going.
I mean, bears in disbelief.
Disbelief rally is here.
I've been kind of suggesting that this was going to be a disbelief
rally. Really, no retraces under 100K. And now we're kind of getting credit markets and stuff
collapsing. But just very, very weird that we're hitting these numbers and no euphoria, really.
Yeah, I mean, people are excited, but really just kind of a weird feeling at 111k
and uh all the numbers of sentiment and youtube views and point uh like you go look at the coin
base or not the coin base but the app store and we're nowhere to be found uh at number one number
two typically when we get to these all-time highs um there's euphoria there's retail coming in
sentiment's high youtube views are higher.
Followers are going crazy. The app store is at number one, but we're not getting that.
It's very interesting. And it's a weird situation. And I don't know if that's a good thing or a bad thing. I would imagine CNBC and MSNBC and all these news agencies tonight are going to be
talking about Bitcoin hitting an all-time high. and maybe that creates a little fomo but it's very weird to be in this position and kind of seeing the numbers
kind of dwindle and we've been talking about this for a while about how retail is poor as fuck and
there's really uh that's kind of the accelerant that we've been looking for and until those
people get some money uh that's my wife i I was like, yo, did any of your friends on Instagram, did anybody talk about us being that, you know, 111k or anything like that?
She's like, nope.
You're the only one that posted it.
I'm like, oh, all right, cool.
I guess no one gives a fuck.
Yup.
I mean, like, I had my brother-in-law hit me up, and I got him into Bitcoin like a year and a half ago.
And he's like, should I sell? I'm like, no, don't sell.
But Benjamin Cohen, you guys all know him, big YouTuber.
He has his own metrics.
And this is the one that I like to look at.
It's the indicator dashboard historical social metric risk.
And this basically kind of accumulates social media engagement, YouTube views. And you could see that we're at the lowest
levels since the 2019 collapse on social sentiment based off social media metrics, which is anomaly.
I mean, look at where the Bitcoin price is in blue and the red is the social sentiment. Anytime
we've hit all-time highs, that red peaks up right as the blue hits, right? And we're basically in bear market vibes,
which could be great because maybe if it gets around 120K, maybe we have a lot of people
ready to buy our bags that are coming to the space, or maybe they're never coming. And maybe
it's just an institutional ran kind of bear bull market, like the silent bull that I've been kind
of mentioning. And then Coinbase is bull that I've been kind of mentioning.
And then Coinbase is currently ranked number 23
in the app store.
When we reached the number one mark,
it topped the market four years ago.
Retail is still sideline.
So we, yes, it's great all time highs,
but it's very fucking weird, dude.
It's like silence around the world.
And we're just sitting here posted
on our Instagrams and Snapchats. Oh, did you buy 107K? I bet you didn't buy 110. But you didn't make a wish 111k.
And they're just sitting there like, what the fuck is going on? So yeah, it's a very weird
feeling. And I think it's just gonna be more of the same. Like I really feel like a lot of people
are struggling with everyday life and grocery bills and inflation and jobless claims and people not having
jobs and i think that crypto isn't new anymore and people have had exposure to crypto i heard
about crypto and most people that come into crypto to make short-term gains get rinsed and they're
basically their experience is yeah that and so we really need to bring uh the space
forward and actually start building things that people actually want to play with.
And sometimes that...
I think I'm getting...
That's the same sentiment that I'm getting.
Like, yeah, it's cool.
It's not the I'm interested because the number is so high.
It's, oh, yeah, we did this last time.
You remember?
You know?
And it's like, oh, yeah, it was fun last time, too.
We just dipped for a little bit.
But people don't care like that, right?
To them, it's I got burned last time or it fun last time, too. We just dipped for a little bit, but people don't care like that, right?
To them, it's I got burned last time or it dropped last time.
And so if you're not here participating in the space every day, I mean, we got to at least admit and be kind of self-conscious with, hey, this isn't normal. These 60%, 70% dips, like you tell that to a normie, that's not normal.
That's not fathomable. That's not
something that they want to live through. We just choose to because we know every day something new
is coming to make it better, but they don't. Yeah. I mean, the stuff that's actually going
to bring people on board is probably not going to make a lot of people a lot of money is kind
of where we're at. Everybody wants to make a lot of money really quick but the things that actually have real use case and actually onboard people are not like really
speculative assets i think that the gaming shit's actually going to be a big one bro i mean
i know we're kind of just going all over the place right now but on that topic like maple story is
seamless seamless like you don't even know there's blockchain in there You use your wallet one time to launch the game and log into your account. That's it
If you want to just play the regular game, you never have to touch
Anything that has to do with blockchain, right?
You can choose to mint any of your assets on there and there's a whole separate page and everything and it does it
You know instantly but you can't tell it's a
blockchain game at all and people are coming over because they're seeing it as oh maple story 3
what's going on in maple story 3 like they're jumping through the hoops to get on the blockchain
and they don't okay cool and since they don't know they're not even using any of the blockchain
they're just playing maple story 3 and trying to see what the difference is in the benefits.
And so seeing that shit with FIFA this morning too, it's like that's another kind of stealth way of implementing blockchain.
Because then they start getting curious after they're playing the game.
It's what is this minting button?
What is that?
What is going to marketplace?
Oh shit, that looks like real money.
You know, and so, I mean, that economy is booming over there, right?
The nerds are selling MapleStory items like crazy.
But I think that with this FIFA and just gaming, once again, we've always said gaming was the Trojan horse, but we've never seen good examples of it.
And I'm really, really impressed at how even other people are coming over thinking it's a new version of the game and not really
understanding what was changed yet yeah i've always said that gaming has been underperformed
and i feel like if there is going to be an onboarding event it's probably gaming just
because it's so natural we already trade skins on csgo and diablo it's just if it's going to
happen it's probably going to be gaming it's just really hard to find a fun game and i do think
the ones that can replicate past success in web 2 and create crypto rails underneath it like maple
story are the ones that are probably going to succeed but like is it really for dgens to like
make a lot of money probably not but we just get a little skin in the game have them a great first
experience and then that's what people are literally bitching about on maple store it's like
well i mean ultimately like it is skewed it's pretty bad like in terms of balancing but they
they weigh they went way less making money and way more grind and game and you can tell that that was
done for longevity of the game than to please dgens you know and it's just dgens bitching
well i'm gonna have to play for like two weeks to sell a character or i i can't get gear to sell
and it's like well yeah i mean now we're going through this balancing of the game and they're
trying to figure out drop rates but it was cool to see them do the opposite of trying to cater
towards the us because they're not catering towards us they
have millions of regular mfers that could give two fucks about selling the skin for five grand
when they find out that they can make five grand maybe but that's not the intention that's not why
they're playing the boss that's not why none of that right so they're starting to balance that
out now and it's like you said i mean you can't you can't market it to make money if you do you
just get people like i I'm not making enough.
Don't go play this game.
It sucks.
You only make 50 cents an hour
or some shit like that, right?
It's like more of a long-term game.
Typically, these assets,
like we saw with the VFriends,
it took two years for one of those elegant elephants
to go 20K on secondary.
So these games, they're going to be short.
They're not going to be short they're
not going to be worth a lot but this game is sustainable and you get a lot of people playing
in two to three years if it's still around those assets those new assets those brand new assets
that you get right now are probably going to be worth something not because they're all numbered
they're all numbered that's the one thing that people don't understand you're waiting for the
amount of minimal let's just say swords to go from 10 000 right which isn't shit for a game to zero
and then those 10 000 swords are now worth real world money and it's the same thing that happens
in regular games right now there's just that little small click it here and it's in some
wallet type shit but what up lord is your is anybody on in your family and irl asking about bitcoin it's it's it's crickets
bro our yeah no they never were bro they just think i work at bitcoin that's they don't care
but i think you're satoshi nakamoto bro you're like running all the nodes in the background like
what happens if the power goes out does bitcoin go out lord yeah i can't really explain to them
what i do i just work at crypto um but no the the best person is uh how many bitcoins then do you have do you have like 10 or 20 and i'm like bro
relax no i know i've been here a long time and i should but you know like me whoa tone it down
don't make me feel bad no it's fine it's basically just my mom being like so you're so crypto's doing
great you guys are doing great i was sure. OK, we're doing awesome.
Please don't come on Twitter ever. But no, dude, it's it's an interesting bull run.
That part. OK, like I think we go way higher personally, but it is like people are looking at Bitcoin and they're like, oh, that shit's so fucking expensive.
I can't do that. You know, and that's just like when normal people that I've encountered have always, they thought that shit at like 50 K when I was telling them like
my old normie friends, right? They were like, God, it's so fucking high. Like I missed out
and they still feel like that. And I think it doubles from here even, and they still say the
same shit. Um, but yeah, I'm bullish on like an alt season of sorts. And I like gaming,
especially right. Like, you know, I'm like big with seals i wob's testing
some shit he's got like 100k users on something and he's focusing on users not wallets which i
really like and i think like a lot of projects should be doing that trying to like get people
to use their products and apps whatever they're doing and uh i just want to know what the fuck
he's doing to be real because he hasn't posted forever and now he's posting screenshots of like
user counts because you can scale around your users. You know what I'm saying?
That's the thing people spend all their money and all their time trying to build right for
MFers and by the time you lift your head up, there's no one to build for anymore
You know, you lost the sauce bro
You literally stopped listening to the people you were building for you're like, no, this is for your good
I know you're like, well, I'm telling you I don't I don't want that i like this and that's the issue right it's a builder problem but it's
one that happens building in and then building for yeah so i'm gonna pay attention to that pixel's
doing really well actually it was like that shit went under two pennies it's like above five right
now so i've kind of liked how that's going and i think he's gonna push some buttons soon so i i
like the gaming aspect obviously i always have that's why I was like bullish on Wob in the beginning.
I know it takes time to like build out product as well.
So it's like we had a long time to accumulate this shit.
But yeah, I don't know.
I'm more bullish on like you were saying, right?
Like getting a user base that has nothing to do
with these fucking guys here who are like,
I'm bag holding, I'm this, I'm that.
It's like, dude, I don't care.
I want a good product that's going to have longevity that people are going to use. Otherwise, we're all just going to dump on each other and it's like dude i don't care i want a good product that's gonna have longevity that people are gonna use otherwise we're all just gonna dump on each other and it's
not gonna fucking matter bro um so i think that some gaming things like yeah those will work out
and i think like honestly like i could see a good alt run at some point because just people don't
want to buy bitcoin they think it's too fucking high bro it's like anybody who's coming in they're
like oh yeah maybe i can make a quick bag here and like yeah unfortunately most of those people
are gonna get rinsed but i feel like if you're coming into
crypto now for the most part like you're a normie who's got a little bit of money that's trying to
turn it into a lot and you're not going to do that with bitcoin and they know that you know
because they can look how high it is and see like okay if it doubles from here i put a hundred dollars
and i get two hundred dollars it's just the mindset doesn't work for them um so yeah i'm
pretty bullish on like an alt season i'm bullish on bitcoin going way fucking higher like i don't think we're there yet kraken's putting fucking
stocks on their exchange now or whatever like tokenized stocks and runes i'm just like it's
getting interesting bro but it's weird because like you said nobody really cares uh at least
i'm not hearing it you know from like the outside and everybody's poor like that's real dude
everybody's fucking poor like every outside of, everybody's pretty much struggling and shit.
So yeah, whatever, man. I don't know. Give us a stimmy, give us another COVID bird flu or
something and pump our bags, bro. I don't know. Yeah. I mean, I want to go a little bit back to
the macro, which was happening yesterday, which I think is resulting to a lot of, you know,
what Bitcoin was made for. And it was the U.S. Treasuries.
And Kobayashi Letter has been, you know, I'm not a macro expert, guys,
so I try to rely on people that know what they're talking about and try to bring that information to you,
and you guys can make up with your own suggestions of what's happening there.
But U.S. Frequency conducts bond auctions where investors can buy U.S. Treasury,
which is debt.
Today, the U.S. conducted a $16 billion auction of 20-year bonds.
Typically, these auctions happened with a minimum impact on markets.
However, today was different.
It's sit-yield soaring.
No one purchased the debt.
And so we have just more information with this.
And they kind of broke it down where we're going with this.
And he also broke this down.
He says, we're at an unstatable fiscal path.
The U.S. debt to GBT, GBD ratio
is set to reach 220 by 2025, according to the CBO.
This assumes that 2017 tax reductions
will be extended indefinitely.
That would be a whopping 64% point higher
than the baseline production.
In this case, the budget deficit would reach 12%
GBT by 2054, 5% points higher than the base forecast. This would be even higher than the
9.8 record in 2009. By comparison, in 2020, the deficit hit 14.7% of GDP, only below levels of
World War II. The debt crisis is underestimated. And then we just
had another rise in 30-year bonds this morning. Now we're up to 5.14%. And it's just continued
the high. On today's episode of The Bond Market, 30-year bonds yield just hit 5.1% for the first
time since October 23. Other than October 2023, 30 years have not been the highest level since July
of 2007. We expected an intervention by Trump, Besson, and the Fed refuses to cut rates. So
basically what happens is the Fed raises interest rates or the Fed prints more money. And so both
of those aren't ideal situations. They print more money, inflation, and if they raise interest rates,
no one wants to buy those yields at those percentages.
And so what's happening is this is creating a cascading event through all currencies,
through all markets around the world.
And basically, what happened was Robert Kiyosaki basically said, the end is here.
If you knew through a party, no one showed up.
This is what happened yesterday.
The Fed held an auction for U.S. bonds,, no one showed up. This is what happened yesterday. The Fed held an auction for U.S. bonds and no one showed up.
So the Fed quietly bought $50 billion of its own fake money with fake money.
The party's over.
Hyperinflation is here.
Millions of young and old are going to be wiped out financially.
Good news.
Gold will go to $25,000.
Silver will go to $70,000.
Bitcoin will go $500,000 to $1,000,000.
Let the big print and the title of Larry Leppard's latest book on it, please read.
So what company would you invest in that prints their own money and buys their own stock? You
wouldn't. So no one's going to buy our debt anymore. And so there's a lot of these money
markets, which they call it, that basically can only invest in debt and debt security.
So they can only buy debt, which is treasuries, or they can convert into cash.
Well, if you convert into cash or debt and it's going to go down, you're not going to do that.
So what's actually happening is Michael Saylor and MetaPlanet is going around and say, hey, we have a security here.
You'll gain no interest, but you'll get Bitcoin exposure.
And now those assets, the fact that it has Bitcoin exposure,
are now going parabolic.
And so where does this $11 trillion in these markets go to?
And it looks like they're funneling into these assets like Bitcoin and real estate.
And that's what I feel like is fueling a lot of this stuff
because you don't want to take your money out
and put it in the stock market.
If there's a financial clap, the stocks fucking take a hit.
So you're trying to find things that have scarcity.
And the only kind of two things I can think of
is Bitcoin or real estate.
But if interest rates go higher,
real estate's not great either.
So this is ultimately like, this happened in Zimbabwe.
This happened in Zimbabwe, this happened
in Greece. And like, you're starting to see like what Bitcoin was made for. And like Bitcoin was
made for this. And Thor, this guy from Multicapital, his name Tusharjan, basically had a great post
and I'll pin it up. He says, we are watching Bitcoin transform from a risk asset to a risk
off asset. Today, we saw further proof that
government cannot cut the budget deficit. The market reacted by selling treasuries, selling USD,
selling equities, and buying Bitcoin. The transformation is not yet complete, but it will
take more days like this to convince the market that B.C. is a risk-off asset. Like most big
changes, it will happen slowly and then suddenly.
Those who are caught off sides, when the sudden change happens,
will be on the losing end of the greatest transfer of wealth in human history.
So it all happens.
Like it didn't happen in Zimbabwe, then it all happened.
Didn't happen in Greece, then it all happened.
But what is Bitcoin's main use case, what everybody's been talking about?
It's that the government is going to print money unsustainably, and they're not going to be able to pay their debt so you need to get into things
that have scarcity and we're seeing it right before our eyes right now what is happening and
this is why bitcoin is breaking all time high because of this this this macro situation around
the world and this is a cascading event it's going to happen like slowly but it's all going to collapse
and you're going to be wondering what people are putting their assets in right now you can see that the big smart money is putting their money into things
like bitcoin and things that have stocks that have bitcoin exposure so i mean you can ask for an
altcoin season but if everybody's going to think that bitcoin is the safe haven asset you might
want to have some bitcoin exposure also and maybe to diversify your portfolio into some of these
meme coins into bitcoin because this is going to be a Bitcoin run like you've never seen if all this money flows into Bitcoin,
because now it's a store of value and it's decoupled from the stock market.
So I just wanted to bring that up.
Those are a few posts that I was reading this morning.
It just kind of gives you a brief overview of what's really happening and why I feel like this move for Bitcoin is actually happening right now.
So just interesting, man.
It's just interesting times.
And it's great to be here during this time to kind of see the transformation
of this risk asset into something that is turning into a safe haven.
But that was good.
It's a good post.
But I mean, not all things are great.
You know it's a bull market when we got hacks, right?
And we got a big hack today, my guys.
Did you see Sui uh got hacked um people are
pretty devastated typically with hacks i love to buy the blood on these fucking hacks dude because
it's not sustainable it's all fud but a lot of people are questioning like the central like the
decentralized nature of sui if they could freeze funds and shit dude dude. So I don't know if you guys saw it. 70 million to 1 million on one of the meme coins for Sui.
The Citus hacker spent 58 million of the USD into 21,000 ETH
at an average price of 2,500.
It was a massive exploit accident on the Citus protocol.
The primary liquidity pool LP provider on Sui has
suffered a significant exploit. The explorer gained full control over Sui's domination liquidity pool,
denominated liquidity pool, resulting in a widespread draining of funds. The financial
impact, initial reports suggest over $200 million in liquidity has been compromised.
Exploiter actively bridging USDC off-chain into 1 million batches.
SUI slash USDC pool alone drained from approximately 11 million.
Tokens paired to SUI aggressively impacted.
Prices collapsed by 70% to 90%.
Affected tokens in trading, majority of meme coins are down in the SUI severely to 70% to 90%.
Decentralized DEX swaps compromise.
Trades failing due to drain
liquidity pools. Users unable to buy dips or sell positions on affected pairs. The market reactions
with severe panic confusion among holders due to the inability to manage positions. Price of
centralized exchanges. Dexes remain comparatively stable versus DEX markets. The current situation
awaiting official CitITUS protocol
response. No formal announcement of mitigation measures announced. Situation remains highly
viable and ongoing. Caution strongly advised. And then right before the show, they had an update.
SUI officials in the ecosystem, core members are holding a space.
$160 million in frozen funds can be recovered and will be returned to the CITUS LP.
CITUS and CITUS developers are working to recover the remaining $60 million.
The SUI network was unaffected by the exploit.
CITUS protocol has fixed the vulnerability, resuming trading, and is back online.
So that is currently what's going on
but uh a lot of people aren't happy of what happening they're kind of questioning suey in
general um basically the hacker exploited a bug on situs 20 220 million funds were affected 160
million are already frozen and is recoverable and will return the situs the side of teams are
never working um the student network was not affected
by the exploit blah blah blah but people are fighting the fact that like how the hell does a
decentralized blockchain be able to freeze funds and uh so is this actually a decentralized
protocol or this was just affected by one of the um of the daps called Sidus so a lot of fun going on Sui but typically on these uh on these
events these are dips for buying man like lo-fi one of the top meme coins on Sui down 90 percent
that community didn't go anywhere that community maybe got scared people got scared people like
I guess what happened with those is you couldn't even get out because they drained
the stable coin pairing to all
of these so you were just stuck with the token that actually was worth zero actual zero because
there was nothing on the other side but they're going to cover the funds and oh yeah it's just
going to go right back like just think of it as you know it's worth zero so there's market
caps at zero when they put money in there it's automatically now going to be worth however much they deposit liquidity and it's like a new token adding liquidity you know so
this is a great opportunity for you to just get in at basically zero and then potentially it'd be
worth even if it's worth more than if it's worth one you already want yeah that's why i think this
is a this is a gift from god if you have been waiting to get into suey
i think buying the red today um i think it would be a great investment in the next two to three
months guys like i've seen this over and over rune protocol act uh two days later back to all
time highs it's just like these are gifts and obviously the market hates uncertainty so obviously
there's going to be a dip it's all all, it's all sentiment, but like these communities aren't going anywhere.
So he's going to continue to build.
And I think, you know,
maybe getting exposure today or tomorrow
into these meme coins or into,
into these protocols would be,
probably be a nice investment.
If you guys are looking for the next month
or month and a half or so.
So yeah, man, buy the blood on this stuff.
It's, it's definitely worth it, I think.
And I'm probably going to get some exposure
to some Sui memes today after the show. So just want to bring that up you know obviously hacks are all
around us happening every day and so when hacks are happening that makes you makes it mean bullish
because that's the that's the leading uh that's kind of the leading uh you know company here in
crypto is a hacks in general so just wanted to bring that up i know you guys are all on it and you guys all saw it today, but just bringing it up in the beginning of the show just
to get past it. So, I mean, we were kind of right earlier this week when we were talking about
Kraken, right? You know, the guys were bullposting runes and bullposting dog and then all the
Kraken badges were all saying this and that. And then there was the first centralized listing of Arun in the history, and it was Doc.
And so, GG's, good job.
First one ever.
But, I mean, did the price move that much, Lord?
I didn't really see the price move.
Yeah, I think it outperformed Bitcoin by like 30%.
I think it was a saw or some shit.
But, yeah, it moved.
It was like, what, four?
I'll check what it is now.
But I think it hit like what four i'll check what it is now but it
was i think it hit like four four ninety market cap uh so yeah bullish on that dude like shout
out leanitis i'm not gonna lie like that dude has been absolutely fucking mogging the timeline with
runes since he did his thing so we need more of that we need more uh bull post stores and more
of these like bullish events i think there's a lot of catalysts for runes just in general right and so to me it's like top runes are probably a good bet
um for more of this more exchanges etc there's like a lot of room is you thinking pups is next
i mean if anyone's gonna be next probably pups right pups is one of them bro i think i think like
i would bet dog dog mim billy liquidium token they're doing cool defy gizmo is kind of like
a beta play to the pubs
eco um i don't know about i mean arsic might be a sleeper i'm not gonna lie i'm not playing that
but like it has massive fun i don't know that that burn even the loudest arsic kols imploded
themselves i feel you and that's that's honestly that's why i'm saying like maybe it's a sleeper
play i'm not doing it i'm just saying that like i kind of feel like it might be but no the top runes bro and then uh yeah i don't know
about the rest of them bro i think there's gonna be a lot of people back holding of course like i
do see a lot of like really weird runes getting shilled that are like low caps and people got
massive amounts of supply i don't really think that those get listed on an exchange but like
the top rune tokens and shit like bitcoin native meme coins i think
that narrative is not gonna go away it's it's just you're gonna see more of this shit happening
and i would bet on the top ones right that you know there's not much volume in that space
at all and like yeah dogs at 450 million right now i think i hit 490 so it was a nice little
fucking bump it's up nine percent on the day. But yeah, we're just more catalysts for it, dude.
I think it's like slow motion, but it's still motion.
You know what I'm saying?
So I'm bullish on more catalysts and more of that.
And yeah, Dog is leading the way, and he's like supportive of all the other runes and stuff.
So Bitcoin meme coins, man.
That's definitely just like a longer term hold.
What do you think rune stones would be like a buy here?
Dude, I don't know maybe you
know i mean like that's the thing is like he owes two airdrops that's why they're catching a bed now
because it's like he delayed it because i'm actually bearish on that but yeah that's he
he hadn't basically completed the first part of like let's just call it a roadmap right so he
delayed it because it was supposed to come out last year And then he was like alright, let me focus on dog and now that dog is like I guess
Did it you know made it to the tier one exchange or whatever?
so the next logical step and I guess that timeline would be these supposed next two more tokens that he's gonna
Launch so I did see that root of stones had a bid bid i think they're up like 20 on the day
yeah wouldn't that just wouldn't that be just like adding like a more collection to an ordinal
wouldn't that just dilute the dog like it's just like yeah i mean so like i mean people
are gonna be the cat that goes to the moon and then his hamster that goes to the moon bro you
need this everything's not going to the moon i'm kind of bearish on it just because it's like send the we have you know i don't think we need to dilute
it anymore is my opinion personally but yeah that was his original plan so it's like you kind of got
to do it and people are going to pressure you too so it's like you can't back down from that but it
makes me a little bit bearish right because like i don't know they might just start pvping themselves
on a few tickers that are all just that's what i'm thinking
i'm i'm thinking i might want to sell into this hype because i think the main use is to get this
to a billion and if you launch another token you're gonna you're gonna split liquidity and
now your billion dollar rune is gonna go to 500 million and then look what he's gonna put on the
other one so i think he needs to concentrate you made promises doesn't mean he doesn't he can launch it six years from now right like
technically yeah i'm with you though i don't think it's like i think it's fucking like rally
behind runes season bro the ones that exist i don't think it's time to start fucking just coming
out with new shit like yeah that works like you drop a new thing and you get in low and blah blah
like that's what everybody here does because you want to make 100x but like if you're trying to push your main bag and main token and you're trying
to push the fucking whole eco yeah i think dropping more coins as like the top rune is probably a bad
idea i i do think it sucks so hopefully it doesn't happen that way and like we just hold off and just
rally like behind these top fucking bitcoin assets and don't start diluting uh i think that's a bad idea
i'm not gonna lie but shout out the dog shout out to leonard it's like he's working his fucking
bags he's working it hard like i still think it's a fucking ai dog and that other things will pass
it eventually but it is an ai dog bro i remember the first day i looked at it it just had that
creepy look on it you know like you're staring at it and you're like yo i know this isn't a real
fucking dog bro i was staring me in the eyes and he was telling me it was and it looks damn near
close enough to where are you like am i doubting myself whose dog show me another picture of that
dog yeah i don't know it's fake um real quick just before we go to you slow for those of you guys
that are bag holding uh dead and worthless rooms right right please go check out the unisat tool a lot
of people that were around in ordinals let's just say i mean at any point in time you're gonna have
some money right but ultimately there was more bloat and uh sats were packed a little heavier
and fatter early on right and then we started to optimize this stuff so go check out your old brc
bags go check out dead runes that
will never come back i mean don't lie to yourself that's actual bitcoin there so you can sit there
and speculate forever will it still be bitcoin yeah but you can actually realize some bitcoin
maybe make some plays whatever it may be pinned it up to the top It is exclusive to the Unisat wallet. So you have to import your seed phrase if you are utilizing a native wallet that is not Unisat, right? You can use your wallet on everything else, a different wallet on everything else on their platform. But for this specific UTXO tool, you have to be using a Unisat wallet.
a unisat wallet uh go check it out it'll tell you and it'll show you how certain sats and
inscriptions are paired right or locked it separated out you can choose to either combine
some of these old ones and then redeem it for actual just hard bitty right whatever you'd like
to do you can just see what's going on in your wallet and i've just seen people literally coming out 5 10k right of just worthless shit that they
were basically able to recycle uh if you hold the wizard of ord um you get obviously a discount on
oh no sorry this is the wrong one but lifo has a similar tool sorry i got like crossed over but
yeah go check it out go redeem some free bitty did this earlier. I think I got like almost a grand and just extra dead rune BS that'll never come back. Right. Like bro tato capital and, you know, Bitcoin chair and shit like that. So yeah, I saw that. Okay. Okay. Okay. X wallets spending on June, June 5th. So take your shit off. Okay. X wallets. And then we'll talk to Slope. No, I just have a couple dead runes.
I have like 99.
Somebody sent me like 99.25% of some fucking...
It's kind of a banger.
It's a Chick-fil-A chicken sandwich.
Am I going to do anything with it ever?
Probably fucking not.
But there's so many fucking dead runes, bro.
I'm just going to back Chief up here because I went there and did the same thing in a few wallets.
Definitely worth doing.
There's absolute dog shit that i had in there
that is just bitcoin now so uh yeah definitely do that shout out to lifo too he's fucking
that dude's a chad bro yeah i do have like 500 of dead runes in there it was awesome it was
honestly it was awesome just being able to be like fuck these fuck all this i want corn and
yeah just just extracting that out of these these garbage rooms that are never coming back is
It's a good idea and it works for everything. It's not just rooms to you guys can do like JPEGs if you got some rug JPEGs, right?
I mean it works for anything he has
Unisad has a nice little like drop-down menu. You can choose ordinals. You can choose runes BRC 20
So it helps you kind of organize what you're picking
But if I mean we did a lot of degen shit
right on inscribe and all that so I mean you don't want any of that if it's if you don't go there and
look at the jpeg or whatever the hell it may be I mean that's bitty right you can go select that
individually and redeem it so it's literally free money that's dope I've been waiting for this and like yes okx web3 wallet to suspend ruins trading
market support on june 5th 2025 so oh it's coming i guess guess the dexes are now like
the centralized exchanges are now like all right well the centralized exchanges here i guess we're
not going to do anything on the wallets i don't know let's go to slow gold what's up bro and we'll
get the we'll get to the apex hey i was just gonna joke when's that decentralized
uh rune from provetian or the whatever the cyber conks coming back
oh i don't know rune number two or whatever yeah i don't know tell them to work yeah yeah
very extract where's fey hugh like i've been waiting for this fey hugh airdrop for fucking
ever i think people are speculating that that was Arsic.
I don't even fucking know, bro.
I don't care.
Maybe they come back.
Like I said, I don't know, dude.
But Fehu is, that was an interesting one.
Everybody was like speculating on that shit for a minute.
And then I think the Arsic team dropped like a ticker that looked similar to it.
And so people were like, oh, dude, that's Arsic.
Like they had Fehu.
That was them.
So I don't fucking know.
I'm not really paying attention or deep in that,
but who knows, bruv.
It's a fucking mystery.
It's all a mystery.
It's decentralized, a.k.a. community takeover.
And then Pizza Ninjas just announced
that they will be doubling the size of 3,000 pieces.
One Pizza Ninja equals one whitelist.
That's all these ordinal motherfuckers can do is dilute.
So, GG's. Hopefully it pumps the price. Get out before the mint, and you'll probably make some money one pizza ninja equals one whitelist that's all these ordinal can do is dilute so ggs
hopefully pumps the price get out before the the mint and you'll probably make some money because
they're just going to go down in price after they dilute another 3 000. so making more they're
making their double in it bro and chainsy still can't drop pepe's hey you're supposed to drop
pepe's today you put it on the. You made people like and retweet.
It said 522.
Fucking holding our shit.
Chainsy, give us the art.
I heard the puppets.
She was going to double the puppets.
There's 10,001 more puppets coming as well.
So I get ready for that.
Can you burn 5D guides for a whitelist for Pepe marketers, bro?
I saw that was a hack, bro.
Like, if you burn 5Dd guys you give pepe marketers
whitelist guys so i'd be worth the price of admission i'm just saying just saying what up
the apex the apex greens on the stage what's good okay that was riveting oh bro i didn't know that
that was a person i thought that was a you had something to talk about called Apex.
Oh, it's the Bitcoin frogs up here.
We haven't had one in forever.
I was waiting for like a ribbit.
Ribbit.
Let me post something up to the top.
I guess we're both right on this.
Truth is coming out with something on abstract.
And then apparently it's a generative collection um i asked to see
if we can get a little bit more information but soon truth is coming to abstract chain
we have a bunch to give away to the communities what communities and teams want something so
they were gearing up they just did their latest activation in new york it was in real life with
the game right that's uh i mean not really connected to anything uh crypto related but it
is the ip of goblin town and that got i mean it was a success right people came out from all over
no one even knew it had crypto just we're enjoying the goblins eating pizza and burgers and doing
dumb right so
truth is the parent company to that they run the illuminati nft and a couple other ones uh but yeah they're expanding now into abstract and are supposed to be dropping a token too so
just be on the lookout for that i guess having a probably a truth nft like a goblin will probably
get you a bigger airdrop um than probably just giving it to communities and stuff.
So I've been saying that for a while.
I saw the conversion of a bunch of these motherfuckers rocking Goblin Towns.
And I'm like, something's happening.
So definitely think that Goblin Town is going to be rewarded with a big airdrop if you do have one.
So might get one before the FOMO starts.
I mean, Whale is one of the biggest NFT bulls. So I think that the volume has already kind of exceeded uh max velocity so your uh
opportunity was a week ago when we brought it up on the show i think it was last saturday
and uh talking about abstract fucking pawns is launching a fucking token too i love that guy
i'm so bullish dude on uh grind and pawns i'm not gonna lie i he's been bull posting too you
could tell he's like getting ready to do something over there and like uh yeah man he's fucking i also think seals are gonna get a uh nice little he said he's gonna
work with like communities some that are like smaller maybe don't get enough credit but he's
been close with seals for a long time he's kind of been like quote tweeting wob to the last couple
days so i would expect if you're a seal or holding assets in the seal eco you're probably gonna get
airdrop a grind so probably pay attention um i'm bullish on it though i like the little character and i love pawns bro like that dude
is a fucking g so i yeah i've been looking at this for uh since he fucking was hinting at it
months ago but i think they're ramping up because he's really like getting into actual shill mode
i love the progression arc right pawns i mean for those of you guys that don't know, he's an older dude, like an actual older man, right?
Not really DGN at all.
Built businesses, came here, he's built, and did multiple ventures with plague for actual businesses, right?
And then eventually, I mean, not to say that he kind of gave in, but he realized he's like,
I mean, if this is the game you want to play, right?
I mean, I can't sit here and say, even though I don't want to play it, I mean, if this is the game you want to play, right?
I mean, I can't sit here and say, even though I don't want to play it, I want to be here.
I'm not going to cater to you, right?
I mean, you got to cater to the audience to a certain point. You get to that realization.
Even if you wouldn't do it, if you know that you can do something well, if you know that
this is what quote unquote people want, then it only makes sense to, right?
So it's just cool to kind of see him now just say, you know what, fuck it. This is what you guys want. You guys want to
play around with some coins. Well, I know how to do that too. And, you know, it doesn't have to be
extractive or negative. Like it can be spun in a way of being culture and fun, right? And still
just keep that, I guess, looseness of don't expect too much. Right. We're having fun.
And you don't always have to be as serious. Right. Because in the beginning, that was just kind of almost his persona of just being very, very not to say square, but straight up like, no, we're not here.
I don't want to potentially risk any brand damage by, you know, being a DJ or something of that nature.
being a DJ or something of that nature.
So just seeing that, not the change,
but the evolution of, okay,
there's a benefit to all of this.
It's just really about how you do things, right?
Not necessarily what you do.
He has a chip on his shoulder too, bro.
I don't know if you've seen like,
he's been like, oh, I heard someone only says
there's only two active NFT founders left on ETH.
He's like, bro, I'm still fucking here, bro.
So the fact that he has a chip on his shoulder he has something to prove like makes me even more bullish because
he's not gonna let this you know die out he's gonna like fuck this i'm gonna go hard as fuck
to make sure this gets max exposure that communities are rewarded dude so i like founders
that have like a little chip on their shoulder and something to prove i think it's good for
abstract too like it's just like it fits there it's like a very like kind of normie-esque meme
dude meme dude right like just grind and then uh he also has the coffee company so it's like a very like kind of normie-esque meme dude meme dude right like just
grind and then uh he also has the coffee company so it's just like on brand for him too but like
it's got the nice little character and the content like yeah they got a 3d model they're making a lot
of fucking content with it i'm bullish on it bro especially being on abstract this is the consumer
chain i just think it's a good fit um they also give aloe right to uh uh seals and everybody else
but i'm gonna keep an eye on
tda yeah mtda fuck it dude where's where's pawns at um get him in here but yeah no i'm bullish on
it bro i'm paying that i don't really care about many things that are coming up um like new launch
wise but i'm definitely following pawns and that community i don't think they're fucking gonna
fuck that up like long term i think he's like yeah fuck it let's run a coin and let's put it
on the chain that's like for consumers and make it very consumer boomer friendly and all that stuff
whatever send it yeah this is kind of just the post uh could not include all communities some
will be mad sorry i tried to pick communities that would support the frogs but some will be
left out there will be people that make fun of the initial unlocks and allocation money amounts
but there will um but that will because they fail
to see the bigger picture or because we didn't use their fake marketing services.
Ooh, shots taken.
This is not a daily runner or a meme coin launched by an Anon dev using one of the 700
dot bump fund launch pads.
This is a meme coin backed by one of the strongest communities in Web3 in an alliance with many
of the other very strong and many cases underappreciated communities.
The point of Grind is to emulate the success that we've seen with Mog, Fartcoin, and Doge.
These are gold standard memes. Grind is next. I'm giving myself zero tokens.
Anything Grind, I will own because I bought it. That frees me more to come.
So definitely have some buying pressure there. You have Hans. He doesn't even buy
his own token. You know he's going to be probably the biggest holder.
You definitely see some
dips bought by this motherfucker. Shout out to him.
Love that guy. The dude's dope.
Today's mints.
Obviously, I like to go over yesterday's mints.
Sui, Borg, small profit
to break in. The OGs, cut loss after
the phase. Base bot, small profit, low volume.
Monster, capsules, huge profits.
Alien rabbits, small profit to break even.
Pepe, 40% minted, trading locked.
Mega rabbits, small profit, Sky Dog special.
225 out of the 5,000 minted and is locked.
And recursions was a cut loss.
And so what that brings us today, which is FUGS,
which is probably one of the more hyped abstract.
It's $5,555 supply.
They had a pre-sale where about $3,000 got in the pre-sale.
And so about $3,000 already minted.
An extra about $500 were minted today on kind of the first stage of the whitelist.
And then tomorrow will be kind of a first come, first serve.
Last time I checked, about maybe a little less than $4,000 were minted out of the whitelist, and then tomorrow will be kind of a first come, first serve. Last time I checked about maybe a little less than 4,000
are minted out of the 555.
So I do think it would probably mint out
on the first come, first serve.
But this is the next hype project on AdTrack.
Actually, most AdTrack projects are hyped now
because of the series of successful mints
and meme coins around it.
Cute little IP could attract collectors,
probably will be a coin too.
We have Nuts NFT, 2,222.
It's on base, DGN Mint on base. The Mint is cheap, so there's no risk. We have Titans, which is on Hyperliquid $2,222. It's on base. Degen Mint on base.
The Mint is cheap, so there's no risk.
We have Titans, which is on Hyperliquid, $2,222.
Another Degen drop on Hyperliquid, even though the hype pumps.
Traders are waiting for real projects.
Degens keep flopping here.
And Neo David was a pump and dump.
We have Bad Buns.
That's on Ethereum, $5,000.03.
MegaEth pre-mint mint.
Like MegaRabbit, it's underperforming versus expectation.
Hype may have cooled off.
We have Baritoners, which is kind of the game.
It's 6,500.
Barachain, 20 public Barra.
3D Bear NFTs on Barachain.
They are building a multiplayer farming and crafting game inspired by Nintendo Classics.
They have been building around for three years.
The Genesis Collection, BitBears,
are now 2.8 ETH floor.
The Drop is also partnered with OpenSea,
which means there will be farming for Airdrop.
Downside is they gave out too many whitelist spots,
which such encourages dumping.
There might not be much hype around Bear lately,
so this will probably shake things up.
We have Alien Ape Chain.
That's on Ape Chain, 3,333.
We have BitShaders on Bitcoin,
3,033, 3DPFPs. There's not a lot of 3D ordinal projects that I've spoken of. There's not a lot of demand. The art looks cool. However, the ordinal market is dead. And so there's no hope.
So it'd probably break even the cut loss. So that's what's happening today. I think the two
that I'm probably most interested are FUGS, which Public doesn't start till tomorrow,
but the BitToners, which is Baruchain, we'll see how that does. Those are kind of the two that I'm probably most interested in are FUGS, which, you know, public doesn't start until tomorrow. But the Bittoners, which is Barachain, we'll see how that does.
Those are kind of the two that I'm looking at.
So keep it rolling.
You got some stuff you want to bring up, Chief?
Well, I'll just put more info on the Bitshaders.
That one's been a game that they've implemented a lot of Ordinal OGs in.
So you can check it out.
You can see, in a sense, the different archetypes.
You can see what the gameplay actually is. So if you're interested, go check it out. You can see, in a sense, the different archetypes. You can see what the gameplay actually is.
So if you're interested, go check that out.
I mean, they have your favorite KOL beating up another favorite KOL.
So I think that one of the interesting things, too,
and just cycling a little bit of news, but Kato, right, being used once again.
Now for the most unexpected chain tezos has now got a spot using object right object is the tezos marketplace for art
um so for those of you guys that hey i'm not a whatever right defy maxi i don't care for xyz
that are on the leaderboard.
Artists are now being able to kind of leverage that board as well and potentially earn some
money about just talking about art, right?
Even if it's like fucking shitting on other artists or I don't know how that's going to
work out, right?
Because you got to mention object.
But I thought that that was really interesting because we've always seen this catered towards
almost one demographic, right?
Threaders or people that were very more so on the technical side. And then now you can, in a sense, potentially farm yaps about just your opinion about art or at least talking about it in
that sense. So I think this opens up the door for more, I think if this does well, right? Obviously,
if objects gets a little bit of sales and stuff, I think this is going to open up the door for more, I guess, different niche projects, protocols, chains to see this as an option for ongoing marketing.
Right. We saw Barra considering adding more money to the board so people can start yapping about Barra again and keep that going.
And then obviously, Object's been around for a while
right they're not new they're not doing a new tge this is just to get people talking about art or
just to get people talking about object and know that hey just from you evangelizing the chain and
being a champion you can get some some type of compensation or monetization monetization right
so this is going to open the door i think for those for those people that become brand champions and hey, I like a new ecosystem
Helping people get on boarded and stuff like that if we see more and more boards get added post TG
I don't know. I think that that also opens up a whole new creator economy
Yeah, the Cato fucking airdrop farming is taking over dude it's getting really really over farmed
at this point so i think your opportunity to make a lot of money off this stuff was probably like a
month ago but now everybody's dropping on kato and everybody's trying to farm it it just kind
of seems like this is going to start being less and less profitable i think you're gonna have to
pick now that's the thing you're not going to be able to do this broad stroke like i'm gonna speak
about every single one like no
they want you to you know hey i know about this or i want to talk about this and just know that
your brand you're championing something and then that whatever you're getting is just extra right
it's it's really i like it in that sense because it's stopping the mass spam i don't know if y'all
saw this but i saw someone make a post that tagged every single project that was in
the leaderboard.
And I don't even know if that shit counts,
but they probably got mad yaps on that.
And that was a hundred percent on original.
Didn't do shit.
Besides me,
look at you and look at it and be like,
you're farming the yaps.
Right.
And they looked at them and said,
you're farming the yaps and they didn't care.
So it's like,
you know,
there's not really that level of fairness too.
Um, but I like that this, right. You can't care so it's like you know there's not really that level of fairness too um but i like that this right you can't broad stroke it anymore and hopefully people start
being a little bit more intentional because it's niche campaign so to speak it's marketing flop bro
um one one note on the object thing the the average like like n NFT that sells there is less than a dollar.
So I don't know.
I'm not even trying to FUD.
I've sold art there.
It's a cool platform.
And it actually is a pretty good NFT platform for higher count additions and things like that at a very low cost.
So you can get great art for pennies, basically.
But I also would think that
they'll probably be paying out pennies as well like i i don't know how much i mean listen they
they clearly ponied up 100k to pay um kaido to to market them so maybe they have a little bit
to spend for people like you emlo to where you're just sitting here like.
Right, exactly.
Your comments on just things you see on Object.
Like, not to where it's a farm, right?
Because most people are going to be like, it's not worth it for me.
For you, you're like, dude, I go on Object and I check out Art anyway.
I'm using it as a platform.
So you get a little stimmy for doing what you do.
I think that those are going to be i don't know a boost for for those
champions you know a hundred percent and that's what that was the other thing i was going to say
for artists that are minting on object i actually would bet anything that like you're gonna get
yaps for posts that you have your art in if you're tagging object properly, however object needs to be tagged to get that
recognition for Kaido. Either mentioning object by name or tagging them, I don't know what the
Kaido rules are, but I would assume, let's say you get 100 likes from quote-unquote smart followers
on a post on object.com, you might actually make more from those Kaido points
than you would from the piece that you're selling.
So for artists, I actually think that this is a good thing.
So if you're an artist, definitely sign up for Kaido
if you're thinking about farming this a little bit
and by doing things you're doing either way so like i think it
might be better for the kaido airdrop than even for like if there's an object airdrop
good alex you had something on this yeah i just wanted to say like it is uh there there is a
potential that maybe it's not as lucrative as some of the other like bigger um more I don't know like bigger projects that have more money to
give towards marketing on on Kaido but I will say that like no offense but like the artists don't
get fucking anything in this space apart from selling their their art if they are selling their
art and right now it's been like even for the past year or so it's been like tough times selling
art for a lot of people and just the fact that object has taken the opportunity to kind of
integrate their like marketing focus with something like kaido is really i think like a really nice
move because we need more of this on the art side because a lot of artists also aren't integrated
with the defi side or with any of this stuff to to be honest. Like a lot of them are just trying to get the word out about
their art. They're not necessarily farming airdrops or like even trading. Like it's not very common
as a larger part of that population. So I think this is great. Just that object took that initiative.
And if they start to kind of like see, oh, I can even make, you know, a couple bucks off of just
talking, like they're posting about their art and saying on object or whatever anyways and they're
like oh great i can like actually make you know a little bit extra money from this cool also i'll
tell my friends to sign up also maybe something like malo is like oh that's a great idea malo and
object are working really closely together um and they're like buddies and then maybe they'll be like
hey well maybe maybe we should do this too and then maybe exchange art does this so maybe this is a
nice snowball effect that actually brings a little bit more of this money kind of away from just like
the traders and kols back into like at least a little bit of art because i think it would be a
huge win and then it would also kind of integrate that community and maybe give them more opportunities
to kind of look for these opportunities and be more aware of those things so anyways i'm just i'm happy to see it
wait wait chief did you see that we had a network connection issue okay just wanted to make sure
that was uh that was taken care of because i was i was trying to be polite but you know
and i don't want the space to end either so just want to make sure that was solved before we get
going but uh who did i interrupt i'm sorry yeah The other thing I was going to say is I would bet anything that most Tezos artists are not on Kaido.
So this is actually a good opportunity for you to farm the Kaido airdrop and get referral bonus points.
And I'm pretty sure you get Kaido points, whatever, every time the person you referred gets Kaido points.
So this is actually a good snowball effect for you as well so DM MFers that you haven't spoken to meet
some artists and like get to know them maybe even buy their art for a few
dollars on Tezos like and you it'll come back to you many folds yeah you know
anything about sorry sorry do you know anything about FX hash and low yeah I
thought it was interesting that they decided to do their airdrop on base as opposed to Tezos
I mean, I make sense from a liquidity standpoint and from mean coin standpoint
I don't think there are any mean coins on Tezos or any good mean coins on Tezos
I'm not that this is a meme coin, but I think anything but Bitcoin is a mean coin. So that's a separate story, but I
So that's a separate story.
But I think FXHash, it's cool that some artists got rewarded for this.
think FX hash
I know a lot of artists were on the top of the leaderboard because of different drops they've done there over the past few years.
I don't necessarily think that this is going to moon overnight.
I don't know what will happen with it.
But again, I think it's cool
that they're embracing the token economy so we'll see what happens maybe they'll also integrate the
ability to buy art with your favorite meme coins or something or maybe we could suggest that and
then you can go take your coins that you made in the casino and spend them on on culture so yeah
i saw it this morning as an air their abs just put it up top
they're having a claim and uh if you go onto their page if you have ever used tezos or you're an
artist that dropped on tezos you seem to be eligible so if anybody had done that in the past
you ever dropped any art go see you might be able eligible for some free tokens i think it's
obviously on base so you know suits maybe there's even a point based listing. I don't know,
but just all this morning, not a lot of people talking about it. I do remember Emlo and some
art people talking about FX hash and I saw the claim this morning. And so anybody that
fucked around with Tezos or any art in the past, go check and see if you got any allocation,
just something I thought was under the radar. Not a lot of people were talking about. So
by the way, speaking of base, have you been Having any success with that game that Grumplin came out with
The terminal I have not played the game bro. My agents are I don't know, bro
I think you gotta like
Coach them or something. I I realized you have to tell them that you need them to launch shit coins and max extract
Oh, I did I was like look we got an artist on the team
you're the dgen talk to the artist to cook up some art and then let's run a rug and they're like
got it by the end of the day we'll have a plan i'm like now and they're like end of the day
and that's all i get bro is end of the day dude that's what mine say too huh yeah they're always
like oh we'll figure it out when we'll figure it out when markets are down or something.
I could get my agents to do shit.
Yeah, the game ends today, though.
Y2K happens in the game today.
And so now we're just kind of all waiting
to see what's going to occur to one of these agents.
I mean, it was really well done, right?
They opened up like an item shop
you could waste this virtual money in
and kept it very engaging and interacting. Even though were just commanding let's just say AI bots there
were a lot of little levers and things that you could do that made your bots either I guess listen
to you better right or gave you an edge right one of those was make your it guaranteed that your
bots would launch a shit one so stuff like that but we'll see
how it ends and what it becomes right i know a lot of people have these assets it's roughly a
collection of i think 30k or so and so people are just speculating now will this become an allocation
for a token based on how many assets you have for the actual web coin or what exactly is the play
out so i saw ice man came up here bro appreciate you
being patient man you got something on your mind yeah tdare stay poor as always um no well what i
wanted to add with uh emlo and alex with the kato or kaito um tagging every single project or tagging
too much is not going to get you yaps.
Your yaps are basically going to be mostly of keeping a conversation going with those quote unquote smart followers.
So even if you have just like a small following with a little bit of voice, commenting and actually creating good content with those top yappers,
even though you may not get, you know, noticed right away.
But if you keep doing it, I'm telling you,
your algorithm will get into their feed and they'll see it and they'll start interacting with you to get yaps.
And we've seen before with you saying that, you know,
yaps are, you know, layer zero or, you know, ground zero for everything.
But with the
state kato that's coming up and and everything and emblem with the the art with that i do have
some friends uh that drop some stuff on tezos so i have to definitely get with them and introduce
them to kato for sure because this is definitely something that kato is looking into with videos and you know all types of feeds
and spaces so this could be some kind of test total speculative here but this could be some
kind of test where they can see you know some kind of feedback from you know different interactions
and tagging different artists to to get more mind share of these people to get out and get
their content you know know, visible.
It's going to be good for the Cato price in general, just more and more people are going
to be aware of it. And that just drives up mind share. So it's probably be good for the Cato
price in general. Alex, you raise your hand. Did you have a comment on that?
Yeah, I had a dumb question because I haven't kept up with this super closely. Iceman, if you know,
is it, do you also get yaps from like having conversations
and comments that aren't your post? Like, have we figured that out? And then also,
what's the TLDR on the update on the, on the state, Kato? Cause I do have mine staked,
but I just totally forgot about what's happening with it.
Yes. So you do get yaps for the conversation in the comments.
Just kind of keeping it like technical and just making sure that whoever you're commenting on or whoever you're having that conversation with is getting those or is replying to your comment.
Just really quick, man. You don't have to. Obviously, you said the tagging and stuff like that.
So if I see people, let's just say you and Alex were having a conversation about object.
If I was to interject in that conversation, would it still like just kind of loop me into that, I guess, rewards pool with you guys or no?
So you would be obviously seen within there.
And depending on like there's certain times and
certain amount of yaps throughout the day that they get so trying to get into that time frame
of earning yaps but obviously the the tech is a little slow so you'll get them throughout the day
like i've recently been having conversations and comments with people from different posts
and i've gotten like two or three gaps from this morning.
So keeping conversation going
will definitely get you gaps in there.
The state Kato, obviously we have the projects
of the influx Kato is obviously gonna be doing something
we don't know yet.
Just keep it there to be honest with you,
through not financial advice advice but just add more because
we can see the a lot of projects um adding different incentives for people with different
varieties of state cato so uh inflex had 5000 i believe cato has 500 uh state cato and there's another one uh sunrise labs they have a hundred state kato for the state
kato qualifiers and top 100 yappers i actually bought some kato this morning and staked some
about like fucking 800 worth or something i was trying to figure out an average size that most
people have i mean i think that that's the hardest thing to figure out right to see like yo is this gonna be worth it but i mean it's somewhat late but at the end of the
if we're in the kind of this up only season if they're getting adoption like this if they've yet
to do like audio and video i don't know it's top blasting it's sell you know buy high and sell higher
you know so that's where even the nft the nft is actually probably a good bet too i know they get a lot of the airdrops also but uh it's it's bull market baby yeah they also have the art reveal
too that's supposed to be coming out for the genesis kato oh it's not just a box no i don't
know did they change it i i haven't followed i don't own an nft and it's out of my price range
to be honest but um i don't know if they updated or not i just been
literally in the kato trenches if you want to call it just learning and trying to figure out how to
get as much yaps as i can so i'm looking at the yapper uh at the pre-tge kind of list on kaido
right now and on if you go to the tab that says yapper or Leaderboards, like on the pre-TGE arena, it does show up like it's Rob's post
where it shows it as per the Mindshare.
But on the list, I don't see object on the list.
Am I losing it?
Anyways, sorry.
I trust Rob because he's majorly part of that ecosystem and a lead there.
But anyways, I'll let you know if I find anything.
Yeah, I think the Kato, I've seen a lot of people that were in on that early
kind of transitioning to virtuals now and trying to get virgin points and stuff
because those have been cooked.
So we might be looking under the wrong rock right now
because I do think this is kind of
over farmed it's over talked about everybody's on it and there's not a lot of people that actually
done their research on what's going on in virtual so maybe we need to do a little more research on
that side and get people to understand what the virtual protocol is actually doing i talked about
that vader token which is the top meme coin on virtuals they're basically doing an airdrop to
virtual stakers and shit i mean it's not necessarily i mean like that's the thing too over there they're all agents
they're not necessarily i guess meme coins and shitters in that sense you know yeah like it's an
agent launch pad that you basically get access to allocation at any new agent if you have it staked
or whatever it is right it just seems a little bit more under farmed right
now i'm just trying to you know go off the beaten path a little bit when everybody's talking about
one thing you need to look at this one has been doing cooks left and right and i haven't really
heard anybody come up and were like tell me more about it so i think we need to start venturing
down how to get involved with virtual is more because you know that axle the axle uh finance was 113 x the other one 69 x is vader
one's probably going to do some x's and you know it's definitely making people money so i definitely
think we need to be looking at that too and obviously we had to distribute ai pre-sale that
i brought to you guys on sunday in the community chat and then obviously talked about it on tuesday
and just some lessons learned on that right um happened initially which happened
on the pain pre-sale and that's why i said it was at 117 million so just like in pre-sales in general
we need to remember that scammers understand which is hyped and what's not hyped and when you put the
token address into deck screener there was a honeypot at the top which is very similar to the
pain pre-sale and so that's just something that we have to remind ourselves again about their liquidity pool had like two or three K in it.
And the fact that they had a spam on the deck screener, Phantom basically deemed it as not a
transferable token, which you wouldn't let you swap. They converted their pools from Radium to
Meteora. And that's when you saw a lot of the liquidity unlocked. They had over
two, they added $2.2 million liquidity into the liquidity pool. And it started off at 10 million.
And then it was just cooking for the next three or four hours, got all the way up to $52 million.
And so you guys all were able to know about it on Sunday. The break-even was $15 million.
And basically, my thesis was other similar projects like Akash are at $1 billion.
And then ones that are at the low end are around $30 million.
And now it's sitting around $37 to $40 million.
Made me think that this was kind of a break-even, at least.
So most of you guys got a 2 to 3x.
And they said the quiet
part out loud when they first got funded they have a lot of their money locked up into a multi-sig
for market makers and sex listings so i do think there will be announcements here coming up in the
future but just wanted to kind of you know ggs anybody that follow that that was a nice little
cook for everybody yesterday there really wasn't like too many cooks yesterday but that was one of
the top ones and just kind of shows you if you do your little
research, you start following the breadcrumbs, you can find stuff and just pre-sales that are
under farmed and under talked about are always the best ones because ultimately there's buyers
on the other side. And I saw that one yesterday. You didn't even have to get into pre-sale.
If you were to saw the transition from the old liquidity pool to the new liquidity pool,
you could have got in at 10 million and you just had to be focusing on the announcements and just
understanding how to use meteora and other protocols other than phantom so just want to
bring that up that was a nice little cook for everybody i still think it stays above presale
price and uh i guess it's gonna probably get some sex listings and some more announcements coming in
a few days so trying to bring that up posted this up to the top um don't see really too many people talking about this but uh it's a new shitcoin that is actually being incubated by
cedify so for those of you guys that don't know cedify is an incubator and a project platform
slash i guess accelerator uh it used to and it facilitated a lot of launches uh i would say last cycle they've still been around
still have a huge treasury and this is kind of their way to dabble uh it seems like it's going
to be on abstract but solve uh meta alchemist which is like ceo of cdify and all that just
interacting with this post it has 600 followers right now And I can see this slowly starting to catch steam says if you hop in the telegram you'll be eligible
Have access to pre-sale so caught this early on
Hopped in just waiting to see how it plays out
Right, but wouldn't hurt to just be positioned inside the telegram if that does become available to you
That's it. That's it. Is it was that cnafile you said
yeah it's one of those big gaming launch pads back in the day yep still around and you know
that's one of those things that he said that hey you know we're still here we're we're gonna have
a lot of new fun and exciting things this year and all that kind of shit so they've just been quiet
founders still there treasury's still fat uh they're out here trying
to go on the dgen approach with the coin so like i said get inside the telegram doesn't hurt to be
there there's six literally 600 followers and then if they do open this up to some pre-sale or
anything like that most of these have been pretty profitable at least the 2x or your money back
you're not losing right so it's launchpad season for sure and the other token that ran
yesterday was at ibrl and that was launched on a new launchpad called gavel um it's interesting
experiment it's fundraised platform with no snipers no front running and first sandwich proof amm
it raised 20 million series a led by paradigm their test token ibrl was launched
yesterday and it runs at on a auto buyback every 6.5 minutes good ponzi good traction with big
names like uh anatoly and kobe were following it so like the launchpad meta is definitely
going crazy right now and it kind of seems like if you could find the new launch pad
and the first token off there,
those have always been kind of the cooks lately.
So that was another one that popped off yesterday.
And then you had Ben Pasternik
basically trying to create some more syncs for the Believe app.
And so he's basically creating, you know,
if people want to launch on the Believe app,
now they have the option to do token burns and stuff like that.
This is kind of like an upward spiral where the more and more easy you make it to pump the token,
more and more people are going to drop on internet capital markets like Believe app,
and then more people will be on there, and they'll probably bring more focus back to the Believe app.
But now there's a lot of competition, right?
Now you have Gabble.
Now you have the Believe app, and I do think that this meta sticks around.
I don't think actually internet capital market is actually a meta.
I just think it's something that we're going to have to get used to talking about.
And I think, you know, offering anti-sniping and more stuff like that, like Gabble, I can't
see why Believe app won't ultimately implement that also.
So there's some big updates on these launchpads.
Do you think internet capital market is here to stay?
And there's just lots of opportunities.
If you have your ear to the ground and you see these ones, like Paradigm-backed gavel,
I mean, that's a green flag if I ever saw one.
So just something you guys got to pay attention to.
And obviously, we'll try to keep you guys updated on all this stuff in the future.
So just want to bring that up.
And then I saw this.
This is getting a lot of attention.
And this is on the Believe app.
It's called Another World. And it's basically the first and this is on the believe app it's called another world
and it's basically the first nft project launched on the believe app um the first nft project on
the believe app they have a contract already it looks like they are doing i don't think it's
started yet um but there's a thread here about the story about it but you know the first coin
always does well will the the first NFT do well?
They already have a token called World.
It looks like this is a thread.
Let's be beautiful.
I was to kill the future of FUD.
Yes, I initially launched as a meme coin this year ago.
I paid for the Dex-assing listing on flops.
Maybe it's bad timing.
I was inexperienced on Solana.
Either way, I lost money and exited.
But I didn't walk away.
There was an idea since then.
I focused on creating an actual NFT collection,
something I could truly about.
What started is that just a little character
has grown into something.
Now I see another world.
And with Believe App, I saw a fresh fit,
as I see as a more product than a meme.
Right now, the art and the website are ready.
I'm currently working on the Mint platform
to bring another world characters to life. Community chat will be available closer to Mint. I've been working on the Mint platform to bring another world characters to life.
Community chat will be available closer to Mint.
I've been working on this is 21, blah, blah, blah.
So about the Mint,
the Mint will be in their token called World.
The pricing is to be announced.
We'll decide closer to launch
based on the market and feedback.
Disclaimer, this token entity
currently holds no promise utility and financial value.
This is just art and the world we create around it.
So just never have kind of talked about,
I always thought of this as like a token-based thing,
but now there's going to be an NFT launch on Believe app.
And I don't know if it does well or not,
but it's getting a lot of engagement recently.
Some smart followers are following it
and it kind of pinged in one of my discords.
So just wanted to bring it to your attention.
If this is something you think might cook,
you probably need to get the world token
and just wait for price.
And then maybe if the price is higher or maybe this is more hype,
maybe this is a cook. We've seen crazier things happen on other platforms and believe apps get a lot of attention. So maybe the first NFT might get some attention too. So bring that to your
attention. Go ahead, Chief. You got some stuff you want to bring up? I know that FIFA is coming to
AVAX. That's interesting. i don't know i saw van x launching
a security rwa marketplace on avax so it's avax summit so there's a lot of avax news i also saw
kite ai is also uh moving to another test net and uh they're all they're ultimately something i've
been bullish on uh it's kind of like the avax version of bit tensor they're ultimately something I've been bullish on uh it's kind of like the AVAX version of BitTensor they're updating their kind of uh their testnet and now they're offering like testnet uh kite AI
now you can mint nfts on their testnet so that's also something that you need to pay attention to
because I do think kite AI is probably gonna be one of the bigger airdrops on AVAX in the next
coming months so I'll pin that up if you guys want to do some more research on that but yeah
I don't know anything else you wanted to talk about, Chief.
I've been kind of rambling around here.
I pinged the guy who made the FIFA partnership possible.
So we'll see if I was pinged by the show and share.
Just a couple of things, right?
So first, you guys check out Final Bosu revealed.
For anybody that was expecting or waiting on that. It happened yesterday,
a slight downpull in the price down roughly about 20 to 30%. Had errors in the art, right? Duplicates,
layering issues, et cetera. So kind of fueled to the fire and the FUD there, right? Ultimately,
make your decision. I mean, you still earn abstract points,
and you're also earning OpenSea crates
through interacting with some of these platforms.
Next, just a couple things for you guys.
So, oh, well, here's the FIFA thing, right?
I don't know if anybody cares,
but we slightly talked about it at the beginning of the week uh the show but fifa has now completely integrated and uh with avax it'll
be similar to how maple story is right they'll have their own subnet and in a sense it'll be
seamless for the user he won't even know that he's using or she's using avax uh they've pivoted from
using polka dot which had they had originally kind of went down that
route of using Mythos first on Flow, and then they went to Mythos Chain, and then they went to Polkadot,
and then now just decided to build their own. Next, this is a project that's launching on
Bera. It's pretty interesting. I think it's somewhat slept on.
And it's a new style launchpad, right? I think this is actually going to revolutionize just kind of how people launch. It's similar to the Believe to where there's that incentive of
if you're bag working, right, there should be a way to make money without having to sell your bag.
So it's just, I'm going to do a little quick breakdown. Even though it
is launching on Bera, right? And as a service at a platform, I can see other people utilizing this
cross-chain or something similar. So it's called Osito Finance, right? The key difference between
this and any other launchpad or token, I guess, incubator, is that it allows the token creator to earn profits without having to sell the token.
So token holders can stake and receive wrapped BARA as yield, right?
It limits pump and dump behaviors through an automatic buyback system
and traders can use non-liquidation leverage.
So it says the way that this works, right?
We've seen recent issues with launch pads like Believe and Pump.Fun,
even though it's one of the highest revenue generating projects on Seoul.
The common point is they hit current market demand or they have a fair launch mechanism.
they hit current market demand or they have a fair launch mechanism in context where users
are increasingly concerned about transparency fairness and decentralization fair launch launch
pads have a lot of potential but the sad reality is most current launch pads only solve half of the
problem which is transparency while the price still crashes because the token creators have to dump the token. According to a report from Solidius Labs, up to 98% of tokens on pump fun are a scam
and show signs of a pump and dump. This number shows that the problem is not with the idea of
a fair launch, but with how it's actually implemented. So why are there so many pump
and dumps? Creating a token is too easy with almost zero cost and profits
mainly come from inflating the price and dumping the tokens token creators can
immediately sell to into profit without any long-term commitment so this is where
Osito Finance kind of comes into play instead of it being a token and shoot
issuance platform
osita is a new mechanism token creators lock tokens and borrow bara immediately from there
they create liquidity and earn profits without having to sell their tokens all types of fees
0.2 swap fee leverage free will be used to buy back and stake the tokens permanently and then
that way the supply that can be dumped continues to get smaller and smaller. I think that this is the interesting
part that really got me is how exactly it works, right? So it uses something called a safe lending
formula. And it deduces how much all the tokens could be sold if they were all trying to one clip
once into the liquidity pool, right?
You baseline, you'd say, if you were to sell everything, you know, it says you're going to
take a haircut of 98%. Well, it uses that final metric to basically evaluate the tokens to allow
instant liquidity. So if you did good tokenomics, technically you should have instant liquidity
based off of everything crunching down and going to quote unquote zero, you should have instant liquidity based off of everything crunching
down and going to quote unquote zero you should still have an output so if all tokens were sold
immediately how much wrapped bear would be in the pool the special thing is that osito does not use
oracles but instead uses a worst case scenario output the formula only relies on on-chain data and does not need market pricing from third parties.
So the conditions for the tokens to be listed through Ocedo. It has to be a fixed supply.
You have to burn the LP so no one can withdraw tokens from the pool or MIP more. And that's it,
right? Ways to participate. You can supply Bera being a supplier right and lend bear and receive
high yields and transaction fees etc you can borrow bear using your tokens and that's it
or you can stake your tokens and then receive yield and bear without taking any debt risk
there's more information about osito there but i just thought that that was interesting on
the approach of it's not based on the actual price of the token today, right?
That they're not even using oracles to grab the price of the token, but more so if someone
was to one clip this instantly, what could they exit with?
And let's now build and base off of that, right?
And then add liquidity.
So people instantly can grab money based off of the, obviously the lowest price the token
can go
but it's still instant liquidity unlocked i mean do you think this is gonna make people create
more tokens on barra now like we really don't have a meme coin over there do you think that
i don't think this has to do with like no i think this is a new mechanism that people maybe replicate
on other chains as well i think osito isn't going to be exclusive to bera but i think i like the concept and that it's launching there and obviously it
makes sense because the bear people at least understand these defy mechanics of buyback burns
and all that bullshit right but it just someone has to show that there's up only tech in a sense
right because that's more or less what it seems like. It's potential for up
only tech, assuming tokenomics and everything were done right, because it's not, you don't get
money based off of the token price. You get money based on how you start this whole experiment.
And if someone were to one clip, whatever you get out. So it's just a different kind of way
of looking at the pool. So it's still dependent on someone showcasing up only tech
but i think that having a new novel flywheel you know is something that could open the door for
a little bit more activity over there i agree i think that's what it's lacking it's just normie
stuff to do right i mean it's fun to look at yields on a screen but having more ways to
look at yields on a screen but having more ways to mint tokens talk about tokens buy tokens
maybe some like we saw baritone launch a game a game so i do think you know if you're gonna get
the attention flowing back to barra there has to be like dj and shit to do and i think this is kind
of the start of well yeah bro i mean there's like it's not fun to look at yield i mean i look at it
i see i click claim and that's it. Like it's the experience is over.
And then most of the time, I mean, even myself, we don't have that big of a quote unquote bag yielding you shit that you look and you're like, oh, great.
Another 10 bucks today.
And yeah, 10 bucks.
It's great.
I'm stacking at the lows, whatever you tell yourself.
Right.
But it's not enough to where you get that dopamine hit of where you feel like you're doing and participating on chain right it's kind of like shoved away of oh my money's locked up
yielding uh it's passive or whatever the hell and so you're removing the the want or the need for
people to be active and to utilize and to search for new tech and to play with new daps so that's
one of the bigger issues over there.
I think the, yeah, I gotta, I gotta agree with you. And I just cannot get Matt Fury out of my timeline.
He just keeps popping up as more and more people following him.
Was the Peplicators launched by Matt Fury or was that something that was
launched by the community? I can never, it was,
it was Matt Fury and his comeback nephew or something like
that okay because this new book that's coming out it's bochi or boochie is the main character
and a lot of like he's retweeted bochi um some people are suggesting that these 24 000 pepe
locators are gonna be burned into uh the bochi and uh i saw like the floor prices gone up in the past seven days so i
don't know if that's a play or not but it's a massive supply of 24 000 and like the other day
he just uh tweeted out a pepe replicator our peplicator and um it kind of has its skin
disintegrating similar to what but what's underneath bocce which is kind of like a
steel skull like terminator and so you have peoplechi which is kind of like a steel skull like
terminator and so you have people underneath him um kind of tagging i just bought four
publicators uh if you know you know i don't know if this is actually going to be something but
his book is coming out and bochi is going to be the new character i remember bringing this up on
tuesday that there was pvp going on on Solana and Ethereum.
There was two coins.
The two Solana coins are down to $130K.
So those aren't a thing.
So it seems like the main token that is getting a lot of attention is actually on Ethereum.
Aren't most Matt Fury coins on Ethereum?
Pepe's on Ethereum.
Yeah.
What's it called?
On base, red, whatever the fuck.
Yup.
So it seems like the coin that has the most liquidity that everybody's paying attention to is on Ethereum.
I mean, I brought it up on Tuesday.
It was around $2 million to $4 million.
Last night, it reached over $11 million.
So I'd imagine, I don't know if Matt Fury's going to do a PFP and burn.
That's kind of very subjective.
But if more attention goes to Matt Fury in this book and the main character is bocce i could see the the eth version of bocce doing well just based off attention
metrics so might not be bad to look at maybe dollar cost everything had god candled yesterday
from like five to ten so maybe it retraces down to six to eight before you get in but it definitely
seems if you are going to uh you know, play the attention game and trade attention,
it's going to be the ETH Bochy.
And so I just wanted to bring that up.
I do think there will be some kind of burn with the Pepe duplicators.
They are sitting around 0.05 ETH, which is, I mean, not too expensive.
I'm not sure, like, how many you're going to need,
if it's one for one, this and that.
But he's retweeting, like, sub-retweeting Magic Eden.
He's retweeting other people, talking about Bochy. So I'm not saying, maybe he's retweeting like sub retweeting magic eden he's retweeting other
people talking about bochi so i'm not saying maybe he's just like doubling down like yeah i have a
new book but he does that all the time he he always did that that's why people think he's a
grifter piece of right that part yeah but i mean it's not stopping that he is launching a new book
with a new character named bochi so i'm not i'm not saying that it can't pump. Grifts pump the hardest sometimes.
I'm just saying, calling it what it is.
Like, be careful, don't get caught holding the bag.
That part, I've seen a fuckload of Matt Fury tokens.
Bro, he one-clips everything, too.
He definitely grits.
Everyone thinks that they're, oh, I'm going to give him...
Yeah, they're like, yo, I'm going to give Matt Fury some tokens
because, you know, we made it after him
That's the worst decision. Fuck that guy at this point. He's gonna one clip your shit anything you give him
He just sells and then we'll literally tell you like it's your fault
You shouldn't make it. That's right. So I mean just be careful like emelo was saying because of that like he just switches up
He hates doing it it but he loves the
money that's the craziest thing like i hate talking i hate jpegs i hate nfts but he's out
here slanging them every day and and subtweeting them so just know that that's what you're dealing
with oh yeah 100 yeah scam swept the hardest but you know i kind of came on my rear i'm like why
is everybody following matt fury and then i oh, he's watching a new book.
He has a gallery that's going till the 26th.
And I'm like, maybe that's it.
And then I started doing deep dive.
Like, oh, this character's called Bochy.
And, like, these people are retweeting Peplicators and shit.
And I'm just like, am I getting farmed here?
Like, what the fuck is going on with Matt Fury?
And why is everybody following this guy?
So there's some smoke.
I don't know if this ultimately leads to fire.
But definitely keep your eye on the new book that's coming out.
It might be a fun read.
Post it up top, once again, just for you guys to check out.
We've talked about this over and over.
But if you are interested in abstract,
if you're trying to grab the badges,
this is now another thread from someone else
for you to figure out how to amass some of these badges.
A lot of these,
or I would just say a handful of these are flash badges. So even if you try now, there's nothing you can do for them, right? But others that are staples that are, you know, have to do with some
of the mainstay apps, you can go and still get, right? I mean, while Tilt TG, you're looking at
Q4, but if you try to go grab all the badges at
the very end i think it's going to be a lot more expensive it's you're better off kind of passively
doing this shit if you're going to do it at all so simple five piece thread up top shows all the
badges possible shows how you get it right certain information and then you can use this as let's
just say a reference guide you're like hey i want the gotcha badge then go look up gotcha badge and
there's other threads that tell you exactly how to get the gotcha badge right so use this as the
reference of where all the badges are what they are and then you can pick each individual one
and do a deeper dive it looks like we have the first application that's going to be launched on the
seeker phone guys.
You guys all want it.
Like what the fuck is people.
Are you going to do it?
I'm really sitting here on the curve.
Like,
should I have spent the $500?
I mean,
I spent $500 on worse,
right?
I do think you'll get the money,
you know,
back on the seeker token.
And obviously,
you know,
all of these Solana projects are going to drop to the secret as soon as it
comes out. So I think the $500 would be token. And obviously, all of these Solana projects are going to drop to the Seeker as soon as it comes out.
So I think the $500 will be replaced.
I mean, we've got $1,400 in value
by holding the SolBound token.
So $500 isn't a tough ask,
especially if maybe your timeframe is six to eight months.
But GeoNet, which builds satellite power
navigation infrastructure,
will launch GeoPulse Quest app on Solana Mobile Seeker.
The app will enable trustless proof of location on the device and allow users to earn Geode through Quest-based rewards.
So we have basically the first D-Pin product that is kind of, I guess, I don't know what quests are,
but this is like Pokemon Go and shit or like Helium.
But it's going to be powered through the Solana Seeker exclusively.
So I don't know, man.
Might be worth it.
I mean, especially if you're going to get fucking tokens from Geonet on top of it, on top of Airdrop.
So I'm probably going to start seeing more of these kind of announcements coming out.
I think there's been kind of like people have been building in the background and been waiting for the announcement.
in the background and been waiting for the announcement and probably solana had some kind of
uh non-dating like disclosure agreement saying hey you guys should probably wait until uh you know we
launch this to start announcing the apps and stuff so yeah this looks like to be the very first one
and we'll kind of see where it goes from there but i'm definitely looking at uh getting this solana
secret now that i'm more than to think about it so i just posted the last two topics uh kind of the same topic but two posts on it to wrap us up but um just want to see you guys's take i mean
altman says that uh he has something new that he's been cooking so open ai unites with uh joanie ivy
on a 6.5 billion dollar deal to create ai devices. What they're saying is this product will be capable
of being fully aware of the user's surroundings and life, will be unobtrusive, able to rest in
one's pocket or desk, and would be a third core device to a person to place on their desk after
a MacBook Pro and an iPhone, which is a pretty
bug kind of statement, right? They're just saying this is going to be one of those things that you
use nonstop. AirPods are one of the most popular and affordable consumer products out there.
Imagine those great headphones, great battery life, and a charging case. Now make them have
a super powerful AI and external mic on the charging case that you can leave on the table too.
The case could even come with the camera while on the table to see its surroundings.
It would be able to be achieved for much less money, no crazy miniaturizations to avoid bulky size and weight on your face.
People are used to seeing headphones around and if anything headphones
are stylish and cool not dorky and obstrusive maybe i will be wrong but it seems to make
too much sense for the timeline and potential mass market appeal for the economy at this sale
so what do you guys think your own little ai agent man i think it's a banger that's like
that's what AI should be.
Like that, the goal is to have like your own personalized agent that knows what you do,
what you're into, what you're working on, everything, right?
Like it's, we don't really have like that available really.
Like you can do that with like local models and stuff.
Like I have several tools that I use to like scrape the internet for things that I like
focus on and
it knows what I'm working on. It knows all about like the projects I'm cooking,
like stuff like that. So a consumer grade, like AI agent that you can just like have
on you at all times. I'm bullish on it, bro. It knows like everything about what you're doing.
I don't know about the data situation is the thing. I like open source because I could just
like have it privately. But yeah, like you're probably connecting to some server is the thing, right? So if you're doing
like, I don't know, you don't want it to know certain things, I guess. If it's going through
a server like for businesses or CEOs, I'm sure you don't want like private conversations on there.
But AI agents that know everything you're about and can help with all of it,
that's where we need to get to, right? So i think it's a step in the right direction probably yeah it's all about data right and so they're asking for your birthday emails
government id uh brett said he went on there and it's pointing to pointing you to an orb
well it's one of those things too it's like that was the same kind of fear that people had about
what was the webcams all right well you need to cover your webcam is
listening and watching everything you do and that you know and people I mean they they sell webcam
covers like literally some of them are built into PCs and shit like that it just became such a
mainstay in culture as if like people are I mean it happens don't get me wrong or has happened in
the past but it's not oh it's always listening or big brothers always there past. But it's not, oh, it's always listening or Big Brother's always there.
I mean, if that's really your fear,
I don't think there's a hole deep enough
that you can get into with today's world
that you will be 100% away from any of that shit, right?
I mean, just being honest, not from your phone,
from being triangulated, from something else beeping off.
So it's just that we're in a different world now.
So if you're really scared about someone
listening to everything, I mean, obviously you just got to talk somewhat with care
but yeah the ai is not gonna hear you put another room but you got your phone in your pocket like
be real be honest with yourself you know it's the same shit i just don't know if i want sam
altman to have my shit um i really have i really have elon have it because i feel like sam altman
will create some like dystopic robot that fucking like cuts my head off no no you you gotta do your
own models on your own computer and run that shit yourself like you don't want these fucking
organizations having access to your entire email history and all that other shit like you never
know what you're signing away in the terms of service and whatever like it's it's just not worth it there are
even tools like Venice that that huge airdrop I got earlier this year part of
why they're so cool is because they have a lot of different models embedded into
their privacy network and it's built in such a way that it stays locally on your
computer and doesn't go out to other like organizations such
as open AI. So definitely keep that in mind. You don't want to be giving personal information or
even proprietary information, like some business ideas and whatever to these big model models.
Yeah, this is very consumer friendly. Like I think it'll be good for like normies, you know,
but like, yeah yeah if you're working
on stuff or you're like you want an assistant to help you with like private shit like i have so
many goddamn models on my computer and like there's more coming out every day they're open source
fine-tuned like there's models that are fine-tuned for like ui so like say you're like building a
website and you like really need to work on it you can just download a local model and build it and it never touches the internet so like nobody knows what you're working on because it's not
connected to any servers um i think that's like the business you know institution level needs to
be open source and private and like just cut off from the internet but this is just like a really
good uh use case for the day-to-day stuff. I don't know. Like it knows your fucking messages.
It knows your contacts.
It knows things that you want it to know.
So for normies, I think it's like perfect.
Like I want one of those too.
Like I want like a general AI agent that just kind of knows what I fuck with.
Could give it like reminders.
Just tell it stuff like, hey, remind me of this.
Like that's way easier than anything else we got right now. So I think's bullish for like public but yeah i agree with emlo like you really want
to fucking like if you have a company hire an ai guy right who's gonna like build you
internal systems with these models that are free by the way you just need a fucking graphics card
that can use it or or you could use a cloud graphics card but it's pointless you can like
buy a good graphics card if you're a company bro and you can just hire an ai guy i think that's
uh as far as like you know really institutional level ai systems that's how they need to be
but this is it's a good product for everybody though and like same as i want a robot bro like
as much as these robots are fucking terrifying like i want a robot fucking cook me meals bro
do my gardening you know uh while I do other shit.
So I think it's good for normies.
But yeah, companies, MLO is right on the money.
You just need open source.
I mean, we're the deep end, right?
I mean, now if you actually think about it, that's literally what's become like we as
the humans are an experiment in our deep end, right?
I mean, we're now just being able to sell our information and certain things through
these new rails. But we've always been the the target right is understanding our behavior
understanding our spending and now you're just going to add this into being able to monetize
that stuff so it's like you can't run away from it you can't be scared of it you just got to say
hey look if you're going to get my data at least i'm going to get paid for it or i'm going to choose
to go and and preserve my data in a different way but at the end of the day like
it's there like you said with cell phones bro i give we give them all our data for an easier
lifestyle like it's fine i like i'm cool with giving some of my data i don't care but there
are specific things that like you don't want to do like you don't want that shit on a server or
some company to have it or like your ideas if you're building a business the last thing you want to do is fucking all of your ideas all your documents are now in the cloud
like on the internet with somebody's fucking platform absolutely fucking not but yeah my day
to day i don't fucking care if you have my data dude like privacy privacy is a fucking myth if
you're connected to the internet you have a cell phone like good luck being private and keeping
all that shit secret it's just not gonna happen so i just think they're just keeping secrets from us like obviously we
the elephant in the room is like yeah i'm giving my data they need my data no they don't like you
tell me how tiktok and instagram know what i think and then it pops up i didn't give them shit didn't
even talk about it didn't search about it i thought you did bro you hit that accept all long thing you
didn't read when you first bought the whatever it was you talked about it and my iphone's recording you bro
i thought about it i thought about it when my son was at the playground what do you think those
airpods are doing to your brain bro i didn't have anything connected to me bro i thought about an
idea and it popped up on my screen as something I needed to buy 20 minutes later.
It was a thought, something that passed for 30 seconds and now it's being advertised to me.
This whole, oh, we need your data, we need LLMs, we need your fucking ID. It's all bullshit. It's
all this big, like, oh, we're just rolling this out softly so you understand. There's something
going on with fucking Wi-Fi, with our algorithms around us, with our brains that these motherfuckers know what we're thinking, what we're seeing and everything we're doing without them having any of this shit.
This is just a way to slow roll it to make you accept it, dude.
So like, don't like you, you, you, you, you think about some stuff.
Don't talk about don't connect anything this weekend.
Think about something you want to buy.
And I guarantee it's going to roll up on your TikTok feed.
And if TikTok has that capability, what do you think?
Sam Altman and fucking Elon Musk don't have this capability?
They're just trying to get you guys comfortable with this
and then they're rolling this shit out for you.
And they know everything you're doing.
They know everything you're thinking, dude.
It's just they haven't discussed how the magic trick gets to us.
Have you seen all the...
There have been like three different heavy hitter releases
by three different huge AI companies this week.
Open AI was one of them, but they're also Google.
I don't know if you've seen that model that just released where you can like create awesome videos.
VO3.
VO3.
Yeah, we talked about it yesterday.
It's just insane, dude.
And then Microsoft also had something with AI agents that they're rolling out.
So I think like we're going to see a lot of these companies and
Anthropic is announcing today.
So we're going to see a lot of different shit happening this week.
And as I'd even assume mean coins pick up in terms of like creativity
because you're going to be able to create more art with it and other things like that.
And I don't know, we always see every like three months ago when there was an upgrade to a few of these different
tools, we saw a little bump in different memes.
A few months before that, when there were upgrades, we saw a few different bumps of memes.
Like remember the gibbification thing?
Like it happens all the time.
So like that's just an example.
So like keep your eyes peeled if
you see something a little bit viral ai related there probably is a token for it yeah that's like
bear market shit when people are trying to find narratives to create that if that would have never
happened now like in this market where there's lots of opportunity everybody's back like the
gibbillification meme was only there for fucking kale wells and farmers I just agree the jibblefication was all over normie Facebook normie
LinkedIn normie Twitter yeah like everywhere like that that that was a
trend not just in the space I actually think it got so big because of not the
kale wells and everything like that even if they were trying to push a narrative
but because there were so many outsiders that were using these tools for the first time.
Like I've been making Giblified work
on different pieces for years now,
but OpenAI just added that to a model
that a lot of different people use and have access to,
which is why you saw that trend pick up.
The same with like,
weren't there like action figures
that also there was some sort of meme coin?
Yeah, there's two of them.
There's like two or three of them that popped off where basically AI lets you do certain things and that meme coin popped off based off of it.
So it kind of got dead quick.
But I do think the killer Web3 app is a fucking catchy BT that has no restrictions.
Because like I still can't like put Mario, like tell to make a Mario thing.
like put mario like tell to make a mario thing so i think the web 3 killer app is one that has
no restrictions because a lot of these have ip restrictions or won't let you gibbify it a certain
way so i think the what like the killer web 3 that we all need to be looking out for is one
that basically you could do whatever you fucking want and there is no ip oh open source yeah open
open source like what we were talking about yep yeah you can make anything with that i mean there's also like um you know there's ways around it like i've tricked chat gbt definitely into making some
fucked up shit um so you could do that but yeah open source man open source models comfy ui if
you're trying to do image and video like just get familiar with that like that's the number one
open source image and video generation like uh platform they used to be pretty hard to
use but now they have like you know one click download it's just like an app on anything else
and there's a lot of like you go to browse and they have like pre-made workflows and you just
click it and it tells you what models to download you just click download and as long as you have
like good enough hardware you can run it and even if you don't have like bang and hardware you could
run some lower end ones um so yeah there's a lot of shit you could do locally if
you want make some weird shit uh but yeah there's going to be restrictions on everything else but
you you have you can do anything with local they're not going to tell you no but like yeah
these companies these companies they're going to fucking obviously have like safeguards even xai
does like i because i you xai grok used to do anything and now it
really won't it's sometimes it's like i can't do that because i'm constantly trying to fucking
break it um which you can but yeah it's a lot harder now they're putting in more fucking
restrictions even because i had this with my son my son had taken some pictures at school
and they obviously give you the proofs and they have the watermarks on top of it and i'm like
watch this i'm gonna fucking scam these fuckers.
So I put my son's pictures in this,
like remove the watermarks.
And they're like, IP restrictions.
We have policies that you can fucking do this.
I'm like, bro, that is the killer use case for Web3
is for me to do whatever the fuck I want with AI
and stop this IP restriction bullshit.
And I guess I could go use a Chinese LLM
that doesn't give a fuck about IP restrictions
in the United States, but I think
Web3 has a use case here.
A lot of this stuff is kind of keeping
us back, and like, obviously Chief brought up
one where you can jailbreak ChachiPT and shit
like that, but I do think that
might be a nice little product.
Venice AI, literally that. We were
making Kabuti memes with that, and
that's how we got rewarded
for that one. so you it's totally
jailbroken by like default you can literally choose like whatever type of privacy settings
or whatever type of um like i guess i don't know if you would call it parental guidance but like
you can just take that those stuff off if that's what you wanted yes that's what i want i want to
i want to save money and not have to pay
$60 for fucking six pictures
at my kid's daycare. What up, BC?
Yeah, GM gang.
That's hopping around while
procrastinating doing work I should be doing.
And that was a dope conversation.
You know, I mean, I'm a huge proponent for having
your own shit locally.
You know, as more normies start,
I mean, straight up, a majority of the
general public still thinks all of AI is just chat GPT, right? I mean, like, we're pretty
privileged to be out here in these trenches and see like, Oh, Hey, Oh, Google has dropped this
shit 45 minutes ago. Let's check it out. You know, like everyone thinks it's all chat GPT,
you know, so regulation and like all of these like handcuffs
that they're going to put on all these, you know, pay for API use, LLMs, like it's coming. Like
what was like a hundred percent, the more money that gets influxed into it, the more investors
want to be safe that the thing isn't a racist, misogynistic piece of shit, AI agent, you know,
so like there will be, it's going to get super super handicapped over the
course of the next like probably year or two you know i i think we have a little bit of time because
again like a majority of the general population has no fucking clue what's going on out here
you know but like one of the web3 teams that like you know uh no affiliation with but like they're
really kind of looking at it correctly as think agents if anybody is aware of the think agent uh kind of nft that they've got going to work it was on magic eden
recently right yeah dude that's some dope tech you know like straight up that is some dope tech
you can think of it like you know all this information that these llms use you know whether
it's your history or whether you want to tell it your social security number because you're dumb
you know or whatever you want to do like the think agents, it's an NFT that kind of holds all of that information for you locally.
You're the only one that has access to it.
And you can think of it like a almost like a like a cartridge, like for like an old school console or some shit or a ROM, you know,
and it's like any LLM you go out and use, you're like, oh, shit, let me like plug in my fucking GameShark or whatever, you know, like let me plug in my ThinkAgent.
And now any LLM, even if I've never interacted with it, has access to some of that information that I provided in any sort of training data, any sort of personal information.
It's kind of a, you know, that's really kind of using, you know, web three to,
I guess, safeguard or better enhance the AI use rather than just being like, yo,
here's a token in our chat bot, you know, when moon.
100%. I do think like the jailbreaking community, like, obviously, like collapsed after Apple,
like released all that stuff. And that, that was something like, even like it, it spans to like game genie and all that stuff. Like that's where like the jailbreak
community, I think the next opportunity is actually jailbreaking a lot of these LLMs to
make them do what you want, dude. And so I do think it's going to be something interesting to
follow. Cause I, I used to jailbreak my phone. I used to freak people out. I could do stuff
on my Snapchat. No one else could do, I could do stuff on my phone. And I think that that kind of went away because now Apple's implemented all those
jailbreaks. And I think the next opportunity is jailbreaking a lot of these LLMs and open AIs and
shit. So there's something interesting to look at in the coming future. I think it's just another
point that we need to be looking at virtuals. People that state virtuals got airdropped the
token Virgin today at $3 million market cap.
It was $100.
This got up to $10.
So that was $300 for staking virtuals today.
So definitely, you know, I love Cato.
I think it still has lots of opportunities, but it's getting overfarmed.
And I do think, you know, looking into the virtuals protocol, understanding what's going on over there, there's a lot of opportunities that people are missing.
I guess it's because it's on base or just people don't understand it yet,
what Virgins is doing. And because it's relatively new last week, but here's an example this morning.
If you stake some virtuals last week, you got airdropped $100 of this Virgin token,
and it got all the way up to 10 million, which would have made it about $350. So definitely,
you need to start looking at that. And obviously, I'll give you guys more research on that as we go. So appreciate you guys coming out to daily alpha. We host the space
Tuesday through Saturday from 10, 15 to 12. Appreciate everybody that came up in below,
Lord, Brad, everybody else that stopped by today. Appreciate you guys. And we'll be back on
tomorrow's show. I'll leave you here for chief. See you there. Stay poor. Appreciate everybody
that came out to daily alpha. Uh. We do this Tuesday through Saturday.
Like I said, 10, 15 to about 12.
After the show is over, there'll be a thread that goes out.
It covers everything that we spoke about that we pinned up to the top.
Use it as a resource as you're doing your own research.
We know it's a lot of information, so take it at your own pace.
Any interactions that are on that thread or on the space go a long way. Help us to
continue to build and also get more opportunities for our community. We'll catch you guys tomorrow.
It's TDA or Stay Poor. Y'all be safe and have a good one. .
