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THE DAILY ALPHAβ»οΈ
Recorded: Aug. 27, 2025 Duration: 0:41:27Space Recording
Full Transcription
Thank you. Yo, what's up, what's up, what's up, TDA fam?
It is August 27th.
It's a Wednesday.
It's beautiful out here in mid-Missouri.
And we appreciate you guys stopping by the show.
We run the show Tuesday through Saturday from 11 to 12.
This week, we will be doing five shows.
We'll be going on saturday we kind of alternate
every other saturday so we do appreciate you guys like and repost the space if you love us
retweet us i've heard uh i heard a little saying that uh your enemies will never retweet you so i
go through the retweets and see you in the show and i'm like god damn you guys listen to us but
you're our enemies damn that sucks for you stay on anonymous. But we would love any engagement.
Obviously, Allison does the thread.
Everything we talked about on yesterday's show will be pinned up top.
Had some discussions on prediction markets and all that other stuff.
So obviously, the market is in a bit of no man's land.
On the beer and greed index, we're at like a 47.
And we are hitting resistance around 1 1 2 5 0
on bitcoins so not really sure if we're fearful enough uh or we're bullish up no one knows what
we're gonna do so my feeling is like that since the market's in neutral that we probably go down
uh and test maybe 105 uh to fear people out And then we go back up because when typically in these markets,
it doesn't stay in neutral for very long.
I was looking at the, was it the two week Bollinger bands are tightest it's ever been.
And so that typically Bollinger bands mean volatility up or down.
And I think to get us from neutral back to fear, there's probably going to be a downtrend
to like 105
right around Memorial, our Labor Day weekend on that Monday.
When we come back on Tuesday, we'll probably get that dip.
And then it'll probably be, you know,
some buying opportunities down there and then up only.
So kind of think that's how the market is.
I think if you have a little spare change,
I mean, unless you have some insider information,
I think you will kind of hold that
and wait for like possibly a dump here
And you know if you're allocated to the market
And then if we go upwards then it's good
And then you can possibly get into some shit coins and stuff
But right now it definitely looks like we're in no man's land
We're at neutral
And I think that the market wants to get us into fear
Before we kind of go higher
And getting us in fear will probably be a dump
Probably next week after the long weekend I mean that's what it literally looked like this morning to fear before we kind of go higher and getting us in fear will probably be a dump probably next
week after the long weekend i mean that's what it literally looked like this morning i was having a
chat with someone about that um literally all morning long is that we were breaking down uh we
had basically like more or less capitulation candles overnight uh and you know just waiting
for open and expecting that you know trajectory down to down to 107 and just kind of going through that zone.
But, dude, I mean, the size of green candles we got this morning completely invalidated that.
Right. We held above 111, broke into the 112 box.
I mean, that's the thing about it, too.
It's just that it's not i mean it is following market
like patterns in a sense right but it's just uh getting manipulated more or less right bouncing
off of ranges and zones literally from the top of the band to the bottom of the band so
if you this is probably the easiest way to make uh any kind of quote unquote easy money
comparative to nfts or shitters right now is just even if
you're buying spot at the bottom and selling you know a couple thousand dollars more or whatever
right you can just leverage scalp those or just scalp those right at a 2x a 3x i'm not even playing
with anything crazy i'm playing with like 3x 4x maybe you know a couple hundred dollars here a
couple hundred dollars there but this is where i feel like people can, uh, perfect time to perfect your craft, right? I mean, the
chart, the, it's literally moving within a range perfectly every day or, or throughout a week,
you know, we're sweeping lows, bouncing, sweeping highs, bounce, rejecting, you know? And so I
don't know. I think that it's very, it a good time for you to learn if you don't understand
Charting maybe you just paper trade you can go check it out
But I think that that right now is this predictability is somewhat good, you know
Yeah, 100% I got Dan crypto trades basically post posted this Bitcoin monthly chart
Which I love to look at like. Like you could look at 2024,
2023, 2022. So I looked at 2020 and August of like the halving of 2020, we were up 2%
on Bitcoin monthly in August. And then in September, we were 7%. If you look at it,
this is the first time that we've actually had, I guess you could say was, I guess 2016 was the
happening and August was 7% down. And then we had a 7% July was 7%, August was 7%. And then we had
a green 6% September. So this would be the first month of a red August. And so it makes me think
that maybe those September red days are actually coming in August and we
actually have a green September since we've kind of been downtrodden and so I think that maybe the
beginning of September will be kind of fearful and then it's kind of up only because if you look at
the the havings after the September uh on the having of 2020 we had a seven percent September
minus seven percent September and then October was 27%, and then November was
42%. If you look back to 2016, it was September, August was minus 7%, and then September was 6%,
and then 14, 5%. And then if you look at 2017, which was actually a better month,
August was 65%, negative 7% for September.
And then October was 47, 53, and 38.
So maybe the red September actually came in August.
And now it's going to be kind of a scary September in the beginning.
And then we kind of get that rate cut in the middle.
And then it's kind of like up only.
And then by the time you get to the end of September,
it's probably a positive green month at like 15 to 20%. So yeah no i'm just saying that's kind of what i'm looking at i
do think that maybe we'll get kind of a dump to scare us out um and get us into fearful on fear
and greed in the beginning of the month and then once we get that first rate cut we'll look back
and it will probably be a positive green month so yeah and i think that's just an interesting part right i mean just talking about moving in ranges
and manipulation i mean you literally just throw the like bollinger bands on there or you just draw
just simple tops to lows i mean you're bouncing literally every time at the bottom of the band
and it's not a small bounce i mean we're we're talking full 100% bounce all the way to the top. And then you cascade right the fuck back
down. Right. And I think that that's one of those things that that's not normal market movement,
right? I mean, you don't go from the bottom of the band to the top of the band within the same 12
hours, and then just start, you know, chopping down at at it again so it's literally clearing leverage
off of the books that's why people feel and hurt so much on the timeline for a two percent move
because two percent will fuck you up if you're at a 10x right and so that's just one of those
things that it's not as as bad as we were making it feel a crash to 110 that's insane to fucking
say bro for those of us that have been here for a while so
volatility is as low as it's ever been i know if you guys remember we were down like 50 last cycle
i think we were at like 69k and then we went all the way down to 28k until we returned back up to
69k again at the end of the year so i mean the volatility i know it's it's it's a lot of swings
it's pretty it feels volatile but this is the least volatile cycle we've had.
And if you are looking at ranges, obviously 112 was a big support level for the past two to three weeks.
And it kind of seems like that we're bumping up against that.
And so it's like 112, 109.
And if we break 109, we go down to 105.
And I think that's where we go, in my opinion.
But obviously today, if you are short-term trading we have nvidia earnings
after the market closes and uh obviously nvidia is i think i think i had uh something it's like
almost half of the whole s p 500 dude so options imply that six percent swing on nvidia post
earnings 270 billion in market value that's roughly roughly 95% of the S&P 500 companies.
Still, the implied move is the lowest anticipated post-earning swing for NVIDIA since the first fiscal order.
So S&P kind of relies on tech stocks and shit like that.
And that kind of relies, you know, tech is kind of what crypto is.
So you will get that earnings.
You will get that earnings.
It's supposed to be expected lower than it has in forever.
It's supposed to be expected lower than it has in forever.
So that will probably affect, since crypto is open 24-7, once those come out and it's
kind of deemed lower than expected, that will probably affect the tech sector and after
markets.
But then, you know, obviously crypto is open 24-7.
You'll probably see some kind of price manipulation or price correlation to Bitcoin and Ethereum
since it is considered tech now.
So yeah, just got to look after that.
That's something that's kind of short term.
That happens, I think, around 530.
And so it'll affect crypto since, you know, the markets are actually closed too.
So that's something that I was looking at.
That's something that I wanted to bring up because right before the show started, I got
an email, right?
And it's from Capital One and it's saying hey deposits will be
affected by the upcoming holiday transactions scheduled for september 1st will be processed
the next business day for your awareness uh capital one observes the following holidays
new year's martin luther king president's day memorial day juneteenth etc right goes down the list and i mean ironically
this is when the i think the few and um i guess for certain times where we can gloat and say hey
this is one of the benefits of crypto right and it it's actually fundamentally different
and i think that that too is uh something that's funny too i i don't know if you saw nate alex's post
um but he literally said that i find it funny and yet kind of sad that whenever someone talks
about how this space has changed their life it is never due to crypto being useful but rather how
much money they have made and i sat there and i'm like damn I mean that is kind of interesting right ultimately the
money is one of the I guess if you think of this is like interweaving it all right you need money
to stick around you need money to stay curious you need money to live so it's a fundamental part
but it's not like we're saying hey I couldn't see and because of crypto now you know I can see
colors right or hey I mean the only thing that I can really see and because of crypto now, you know, I can see colors, right? Or, hey,
I mean, the only thing that I can really see that we've accelerated is the ability to receive
funding and to maybe pursue dreams, not necessarily execute on dreams, but at least sell your dream
to someone else, right? We've made it a lot easier to sell your dream to other motherfuckers.
But yeah, I just thought that that was an interesting comment and it kind of
made you, you know, remember your why, why are are you here and we talk about freedom and then a lot of it is just
financial freedom right because so yeah i agree and i just think we take it for granted of what
actually crypto tech actually does lets us speculate on things we could never speculate before
and i think like being able to trade the market after hours and on a saturday and Sunday, I think that's just so ingrained that we can do that.
When you talk to people, you kind of like pass that over because you're so used to it.
And I don't really think people appreciate how much you're able to speculate in the space
that you can't in traditional markets.
Yes, you can go buy a Pokemon card and go sell it on eBay and speculate that way.
But like you could do that on Courtyard and get a 90%
buyback instantly. And so like the, the, like being able to sell this stuff and have liquidity
in markets that never had it. I think we take that for granted, in my opinion, that's something
that people don't even highlight when they're talking about how they made their money. Like,
how do you make your money? I made it on some fucking JPEGs. Well, how are you able to trade
JPEGs? Well, this blockchain lets me fucking put these pictures on a uh on a server and people buy them for me and like when people talk about how
they make their money they don't even refer like how that tech is kind of revolutionary in my
opinion and that is something that's relatively new to human society and just markets in general
but uh kind of agree with you dude everybody just talks about how much money they made and don't
really talk about how the tech that actually made them make the money. But I think we do have a little hope here.
I know this has been rumored back when the doge cuts happened about some kind of stimulus check,
but Trump announced that a dividend could be dispersed to American people
from tariff revenue. And so I'm not actually sure if this is just hopium,
but this came out yesterday. And now people are talking about like, maybe we get some kind of stimulus check.
And then Zier basically posted that this is the start of the STEMI money printing for
our seeing universal basis income for US happen in real time.
Reminder, you aped your April 2020 COVID STEMI at $1,200 into BTC.
You made $19,000.
ETH, $39,200 into BTC, you made $1,900 or $19,000. ETH, $39,000.
SOL, $303K.
And I think Doge was like some people that did it
made over millions of dollars.
So there are some rumors.
It's been rumors for a while that maybe these tariffs
actually filter them way back down into people's pockets.
And people might use that money similar to the COVID STEMI
and put that into risk assets like crypto since that worked out last time. people's pockets and uh people might use that money similar similar to the covet stimmy and
put that into risk assets like crypto since that worked out last time so i mean that'll probably
happen people go risk on pokemon will re-boom again i mean pokemon's at an all-time high that
has been fucking damn near in the last 10 years bro it's literally insane i mean and we're talking
like the way that we had crazy season in 2021.
That's exactly what's going on with Pokemon right now.
You could have bought the shittiest collection, like the shittiest of the shittiest with nothing good.
And the booster box would be worth five times what it was when you bought it probably about less than three months ago.
So, yeah, every every one of these cycles goes through a cycle.
Right. And it's just money flowing from one side to the other. People trying to hedge bets as well. So, every one of these cycles goes through a cycle, right?
And it's just money flowing from one side to the other, people trying to hedge bets as well.
Really quick, somewhat time sensitive.
For those of you guys that were looking forward to that all-time highs mint, that's live.
You got a while to mint.
It's an hour, right?
But I don't know what the fuck you got going on in your day.
So, if you got wireless for it, go take advantage go take advantage of that now on live about 15 minutes ago uh it's a smaller collection right
3333 uh roughly about 800 have been minted so far so that's kind of the talk of the town the
mint of the day so to speak and then the nap koalas or whatever napos uh those revealed right and those were a free mint
that was on mainnet kind of somewhat hype over these last couple days so go check out both of
those if you need to sell a napo if you want to buy one and then mint one of these this is also
free so that's if you have whitelist go fucking mint it's free i think if you also had the um
the slops you were able to get white
yeah for it i know if you if you were holding a slop there was a actual snapshot of those two and
those slops dude i mean in terms of just quote unquote degenment paying off i mean they've 3x
since men and then since then i've they got access to this napa which is free money if you sold and now access to this all-time high
which is again free money when you sell so yeah dj mince at least having some type of utility
besides vanishing yeah i mean with this all-time high like obviously it has like four pixels it's
like a node monkey but the it's very hard to like I just don't think it's going to do well.
So, like, I think it will mint out, but I don't think you're going to be seeing, like,
Slops level, like, rally here to .03.
Like, it's pixel art.
And then they use pink, green, white, and I think, like, three colors.
So, like, it's very hard to discern, like, what's rare and what's different from my next one.
It's not a great PFP.
I actually think Slops is the great pfp because they're very different i like the cute meta coming back
though because we got these napos right which are these fucking koalas then you got the hippos the
hypos which are going to be those hippos on fucking uh hyperliquid right and then you now have the
capybaras right or what are those things that are coming on the abstract?
So like the cute metas coming around and I mean all of these are knockoffs a nub
Right and just little lemon friends and shit like that
I mean the og cute meta, but I mean I'm here for it
You see these cycles and it's cool to see this stuff happening on the jpeg side of things and not only on the uh like ticker thought side you know
yeah and then i'll get to you in one second dima i think it will roll right into you because i i
think what you guys are building is you know i think prediction markets in general so i think
that's kind of the new hot meta but uh just like the walmart moment right like in the 1970s you go
into a town and it's all mom and pop. And then around 1990 to 2000, you had all
the Walmarts show up into the counties and into the communities and basically shut down all the
mom and pop shops because Walmart is the best. Well, we're kind of getting that in kind of
crypto right now where we have a lot of these mom and pop blockchains that, you know that spun up in 2017 and 2018 and 2020.
And then we're going to have the big Walmart, the Walmarts of this cycle, which are like
the banks.
We've already seen JP Morgan say they're launching their own blockchain.
And then you have Google Cloud has announced the launch of its L1 called GCUL, which simplifies
cross-border payments, asset settlements through a distributed ledger.
G-C-U-L is current in private testnet phase
and announced a partnership with CME earlier this year
to pilot tokenized assets.
So, yes, these people are coming into blockchain,
but are they going to be using the infrastructure that's here already?
Probably not.
And since they're going to build their own blockchains,
they're probably going to take out
all the mom and pop blockchains in this,
because, I mean, they have a massive distribution
and a massive pull to have people use their blockchains
instead of, you know, some random L2 that spun up in 2020.
So I think the interesting thing is this is an L1,
not an L2, and it's on testnet already.
I didn't know about
that. It's cross-border, which kind of fucks with XRP. And if Google ever launches their own
fucking crypto token, bro, that would go fucking ballistic. And then it would start the talk about
you could have a crypto token and a stock price. And how did the two correlate and like maybe they don't
launch a token and maybe they launched their own stable coin because i feel like that would be a
money generating maybe google has their own digital dollar well it probably is the digital dollar
because i mean once again the cloud is what uh supplies and is basically the infrastructure
rails for sonium and all the gaming that's going to be done on sonium is all using google cloud
right so i think that they're going to be done on sonium is all using google cloud
right so i think that they're going to be the the main highway and they'll have all these things branch out of them and then they'll say well the only way to to ride the google highway is to use
google books so go deposit your money and get some google books on the door you know so yep so uh the
walmart's coming and then the next one is sui partners with Alibaba Cloud to launch AI coding assistant for Sui Move.
I mean, Alibaba is basically the fucking Walmart of fucking Asia.
And Sui partnering with them is just another Walmart moment.
But actually, they're partnering with a previous blockchain, which kind of has done some pretty cool stuff with Asian-inspired IP.
I thought they had the Pokemon.
They're doing the gaming.
And so I do think Sui is a bit different than these other ones.
They use movement language.
They don't use Solidity or Rust.
So I think it has a bit different programming language to kind of distinct from, like, other L2s and other EVM compatibles.
So I do think that this is a big partnership.
And just other big companies relying on blockchain.
Did you see the government is now moving into,
I think Howard Lednick yesterday is going to start putting government stuff on the blockchain.
And so you even see our US government
starting to move towards using blockchain,
which could be great for voting.
I think that every politician in the future
with fake and
deep fakes coming out is going to have their own personalized blockchain to verify that their
announcements are true. Because I mean, we already see like Will Smith is faking crowd sizes. You
just imagine that someone could spin up a politician talking about how they're going to
bomb a country and tank the stock market. So I do think it'll be beneficial to have blockchain to confirm announcements to make sure that AI doesn't take over
and deepfakes kind of creates panic and stir.
And you're starting to see that in America yesterday
with the US government.
I don't know if they're going to put financial records on there,
but they're moving towards using more and more blockchain technology
in the government, which would be probably pretty beneficial,
especially when AI is coming.
So that's a little bit on the big macro news. Obviously, I just had a whole live stream yesterday of going over prediction markets. Obviously, prediction markets are one of the
hot new topics right now. And I had some stats here that I pinned up this morning that 90% of
traders lose money. On Polymarket, it's closer to 70% people lose money.
But if you remove odds-based sports marketing,
it's basically 50-50.
And for once, retail might actually have a shot.
Prediction markets could be where they flock
if they come back to crypto, aka speculative gambling.
And so what do we always talk about is the experiences here,
is the learning curve super advanced and like who's going to go walk into a meme coin trenches
and lose all their money when crypto trading in general, 90% will lose their money. So where's a
place where retail can come, actually have a good experience and actually make some money, not 100x,
actually have a good experience and actually make some money.
Not 100x, not making millions of dollars overnight,
but come here with a few hundred dollars,
have some fun and make some money based off some culture
that they saw on a magazine or they saw on TV and this and that.
And it looks like the prediction market is probably the new emerging market here.
I was obviously having this discussion
probably the past two weeks like what's left here to basically emerging markets and uh no one knows
how to basically uh what these things are valued and that is typically where you see the garnered
hype cycle where when things don't have a price to compare it to, you typically get more money on the beginning of the upside.
We saw that with NFTs.
We saw that with meme coins.
We saw that with ordinals.
You see that with a lot of emerging tech.
You saw that with AI.
Typically, the market gives you more than these things are worth.
Then it probably goes down because people are delusional.
And then if you have good TVO and you have good fundamentals,
then you find a fair market value for it.
And it's probably half of what the price went up with it.
And you're basically seeing Polyesh and Polymarket get CTFC regulated.
They're going to basically get access to Wall Street Capital, and they're probably going to IPO.
And so a lot of these tokens are going to start using the market cap of Polymarket and Kalish
as why their token should be evaluated to a certain price. We saw the same thing when
Facebook changed their name from Facebook to Meta, and you saw like, oh, Facebook is worth
$290 billion. That means Sandbox should be worth half of that. And you saw the gaming meta rally
off the fact that Facebook turned to a metaverse. You're going to see the same thing here. No one
has to predict this shit. And now I think like we're looking at it.
Okay, polymarket's cool.
Prediction markets are cool.
How do we make money off these things?
Obviously, there's bots like Flipper,
which basically lets you automate commands
on the timeline and make bets.
You can go in arbitrage.
So I saw the Taylor Swift engagement.
There was a marriage proposal.
Bet on Polymarket.
I think Kalish was at 30% by October and Polymarket was at like 28. And so you could arbitrage that
on the upward or downward side. And like, once you make a bet, you can sell whenever you want.
So just imagine you did the one on Kalish and then it like recalibrated to what was on
Polymarket because typically these arbitrages calibrate at some point and you bought it at 30%
for a no and then it goes down to 27%. You can take that arbitrage and sell it once it drops
4% or 5%. So you can make money that way. Or now with the rise of IPO prediction markets like Ventuals, once the rumors come out and this starts coming into IPO range where Polymarket and Kalish gets, you can now put 10x leverage on an IPO as soon as it comes out. the Garner hype cycle, that these things will be similar to Circle. I mean, look what we saw when a new stablecoin came to the market. It went from $30 a share to $300 a share because no one has ever
been able to identify what the market price or what the share of a Circle stock should be
because it's never happened before. I'm betting that Polymarket and Kalish will have the same
kind of upward trend where you could use crypto rails like Ventuals,
take a 10x leverage with $5,000, and this thing will go to parabolic prices in the first two to
three weeks as it's listed. And you're looking like, all right, what's the 100x opportunity?
I think using crypto blockchain as a way to leverage this stuff could be the 100x,
as a way to leverage this stuff could be the 100x but using prediction markets itself
isn't 100x it's just a more beneficial safer way to make money not safer but a easier way to make
money than going into something like like a meme coin and so you can use your your your common
knowledge i could use sports i'm huge in sports i go on Cleef, and I can make bets on, like,
who is going to be a better team this year.
I was looking on the odds of, like, putting, like,
the thing is, like, you don't have to wait
until the bet's confirmed to make money here.
So, like, the Seattle Seahawks, for instance,
are a 1% chance to make the Super Bowl.
If they start out hot, and they're at half the season, they're at
like eight wins and they're like a surprise team, their Super Bowl odds is going to go to 1% to 3%.
I could sell that price at 2% to 3% and make $1,000 if I put a big enough money on it.
So you don't have to confirm these to October or to the end of the
year to make money. If you have an edge in a market where you know something's going to happen,
you can bet 1% odds. If it moves to 2%, that's money. And you can cash out then if it just moves
a percentage. So there are a lot of ways to make money. It's not the 100x opportunity. I think the
100x opportunity is actually using crypto rails to 10x this IPO. But there's infrastructure plays like Flipper.
You can arbitrage these things on different sites.
And you can also get on Myriad and basically farm that volume.
And maybe that airdrop turns into a 5 to 10x.
So that's kind of the Christian market.
I think it is kind of more retail friendly.
You've already seen TikToks of people betting on weather and stuff like
that.
So I do think it might not generate a airdrop for you,
but you can definitely get into the IPO and,
and,
and,
and Rob,
and,
I didn't do it that way.
But Dima's up here.
He's basically,
I've used the protocol,
use the product.
It's called token draft.
And it's basically what you guys remember with fantasy football,
where you guys pick a team, a daily, weekly, or weekly team.
The team goes out and performs.
The stats basically dictate your ranking in kind of the money pot.
You put like 10 to 15 bucks.
You create a team.
And if your team does the best and you kind of rank in the top, you know, 3% or 1%, you get the rewards from the pot. And DEMA basically, I've seen these
before, but it created kind of a cool little protocol where you can do the same thing with
crypto tokens. So yes, you're not trading meme coins. You're basically predicting if you think
WHIF is going to go up in a certain amount of period of time.
I think they're working on the time periods.
You can do maybe 30 minutes or you can do a day.
And you basically, all right, I'm picking a team of 10 coins.
They have a captain, which is a multiplier.
And you go through like 12 people and you guys all pick your coins.
And then the timer starts and by the end of the deadline whoever has the best percentage of gainers in the token draft basically wins the pot of pool
of the entry fee so it is a prediction market and it's pretty interesting and i don't think a lot of
people are talking about it dima appreciate you've been hinting at it i've played it it's fun as fuck
it's great for live streaming but this is another way that you don't you can basically have the knowledge that you know what tokens going up and don't have the risk base of losing the
money uh once the kind of the game's over if the token goes down so if you want to break it down a
little bit you want to pin it up or get into a little bit more of the details of it i can't i
just uh fuck like you guys have gone over so much shit i have so many things to say from Pokemon cards to Google cloud to everything. Like, I don't even want to talk
about token draft yet, but yeah, go ahead. What I will say. Yeah. Let me, let me go in order of,
like, I kind of wrote down a few things. I'm going to start with the Pokemon card stuff.
Cause it's very fascinating where you guys were saying probably my, so I, I bought a decent amount
of Pokemon cards in 2020, 2021.
Not because I got a STEMI, but just because, you know, that market was super hot and I decided to get into it.
I got a ton of like Hidden Fates and Vivid Voltage, I think it was around that time. A lot of it sealed wax, a few PSA graded cards, and Champions Path as well.
But what I was wondering is like, okay, I have friends that run eBay stores and like
I could send it to them and then they could sell it on eBay for me and I could get a little
bit of percentage, but I'd really just love to like send it into an address somewhere,
some startup, if this exists and to either like have them hold it and be able to take
out loans on it, like liquidium style loans on those assets for crypto would be incredible.
But on top of that,
just like for them to handle selling it and kind of doing it for me and
taking a fee.
Is there,
is there a product like that that exists where I can just,
there's like five now,
actually courtyard is pretty big.
It's on polygon collector. C Crypt is another one. Beasy.
Have you guys used it?
Yeah, I mean, I haven't used it for that specific service. I've used it for other services like ripping or playing the claw machine or something like that, right? specialty is is this idea of tokenizing rwas and uh then being able to collateralize that
uh into loans or or just uh like as a consignment right like on-chain consignment without any issues
okay because i i want to pay for my car i have a bunch of shit i want to do to it and i'm just
i was like pokemon's so frothy right now and i was thinking about liquidating You know a small a small penny like you know a couple thousand of these cards and it would be great
You know to just fucking not think about how I have to sell them and just
Send it to someone and you know take the 10% hit or whatever. So that's great. I love that. Okay second
And then second just second note for normie people or anyone listening if you go to any of these conventions, bro
A vendor will give you 80% on the dollar right then and there and just cash you out.
Just because for the vendor, he'll be able to eat on that 20% and then whatever it may be.
So literally, they'll just buy the lot.
You can walk up, say, hey, look, these are all my loose.
I'm willing to do a percentage buy.
Right?
I mean, give me 5% to 10%, you know, comps or even 15% and they'll be like, yeah, bet, cool.
Come back in an hour and I'll tell you what i got for you know so if you ever like it need it and
you want it like that faster even faster than the blockchain right than sending it in waiting for
someone to buy it all that shit literally pull up where there's a card convention next to you i mean
there's one typically it might be a couple miles whatever. But you can pull up and get cashed out, right?
It might not be what you want, but you can shop around.
There's thousands of vendors.
You know what I'm saying?
Like, it's versatile, so.
Dope.
Okay, good to know.
Second thing, Google Cloud.
It's really funny.
Okay, and also just on the topic of governments, you know, potentially putting their financial data on the blockchain. In 2017, every single fucking white paper was talking about token or not tokenizing, but putting sensitive and important data that should not ever should be accessible to people. It's not private data, but data that you want to have proof of for identification,
your fucking health card or your driver's license, et cetera, would be really useful
on-chain. And it sounds like it took eight years for that to become a bit of a reality.
I think this kind of public ledger for citizen data, and we're talking
about citizen data that it's okay if it's public, you know what I mean?
Even if it's just encrypted and you have like a private key and you can, you know, go get
it yourself.
It's not like a bad thing to be able to look up your, uh, let's say for example, address
and be able to tell if you have a driver's license, like, as opposed to actually carrying
it around, something like that.
I don't think that's the worst idea ever. And in 2017, when I was
a 21-year-old, I heard that and I'm like, that's the future, man. As a young kid, I really thought
that was a great idea. And it is finally coming around. Now, on the Google Cloud thing,
what's really cool about that, even though it's a permission blockchain, as a dev personally, hearing that you can code smart contracts in Python, it's fucking huge, man.
There's so many people that look at crypto and see Solidity as the main language for the biggest DeFi platform, Ethereum.
And they're like, yeah, I'm just never, ever building anything here because fuck learning this proprietary language that that has like the
worst versioning system in the world if anyone is coded solidity it's it's just not great there's
the tooling is good but it's just not on the level of um of you know let's let's for example take like
building native web apps using using react or next js or vercel any of these really popular
used everywhere frameworks.
It's just so easy to start up.
And I'm saying it as someone who built a salon of smart contract recently,
and I'm using Cursor.
I'm using all these AI tools to help me.
I didn't vibe the contract to an extent, but I definitely used AI to help.
And even still, there's not enough online about smart contract building,
and there's so much differing opinions on it that the AI can't one shot it because
it only knows what's out there, right?
There's not great documentation.
There's not great use cases.
Whereas like if you're building a web app and you use AI to help you build a web app,
there's so much tried and true examples online that it's very easy to piece something together.
So Google building a Python based smart contract language, or it's very easy to piece something together. So Google building a Python
based smart contract language, or it's just Python. That sounds great. That also opens it up to all the
ML researchers, all machine learning. A lot of it's done with like PyTorch, which is like a Python
package. Quote me if I'm wrong, any ML guys in the audience, but like, this is huge. This is a big
deal. Maybe it goes nowhere. Google likes to ship things and then never use them they do that a lot but uh it's interesting for sure this token would go nuts it
probably flips solana yeah yeah they ever launched a crypto token i mean even think the stable coin
would generate a lot of revenue but i mean would they launch they're on testnet would they launch
a crypto token would be interesting to have google actually trading as a crypto token i think it would fucking be probably one of the top cryptos in the space so
i think for them it makes more sense to a to do a gasless uh permissioned blockchain and then just
force everyone onto their payment rails and like take fees a la visa it's almost like okay we'll
sponsor all the server space because we're already running Google Cloud, right?
So we can run fucking validators everywhere.
We can have the fastest, most performant blockchain.
Like a Solana validator and Ethereum validators, they're running on, probably a bunch of them
are running on GCP, right?
So I don't think they can make money without having a token, probably.
money without having a token, probably. So that's super interesting. And then just to kind of segue
So that's super interesting.
into prediction markets and what I'm building here, and I really appreciate the quick pitch
you gave, Expresso, but more or less, yeah, token draft is fantasy tokens. Draft tokens,
not players. I think there's a lot of people that are crypto native that have a ton of internal
biases about which tokens they think will go up, which tokens they think will go down, what they truly like, the narratives they like, what memetics, what, you know, trends related to tokens are.
And I actually think the biggest product in crypto is the token.
Like, I don't know if people realize it, but like, that's one of the main reasons we're all here.
Obviously, NFTs, I'm including that here as well.
It's like the idea of being able to speculate on memes or ideas or, you know, movements like that is a hyper financialization of those things.
That is crypto to a T.
And we've seen it play out over and over again.
Now, I'm flipping it on its head because Token Draft is currently the don't have a token,
but I'm thinking, okay, if the token is the product,
let's have a way to fairly speculate
on the entirety of crypto.
And like, obviously you can just go and buy the underlyings.
You can just go and buy Doge, right?
But with Token Draft, it's like, okay,
what if I can make a lineup of players in a draft against other people?
So you're competing against other people.
There's a very high chance that somebody might take Doge before you if you really want it, right?
And then you have to kind of change your plan.
Maybe you go shib or whatever.
But let's provide an even playing field where it doesn't matter how big your bag is.
We can do a tournament with 1,000 people and everyone buys in for 0.1 solana and you can still get your 100x right so a thousand person tournament 0.1
solana first is easily taken like 50 sol so like there is the the opportunity for the pump fund
style 30x 40x 100x but your risk is either the same or lower depending upon how you usually ape coins and on top of that
like you there's always a winner right there's no bundling there's none of that shit like somebody
always wins in token graphics in fact like the top 10 percent of players always win right um there's
no extractive nature uh aside from obviously us taking fee but there's no like extractive nature, aside from obviously us taking fee, but there's no like extractive nature of like
people, you know, cabaling together and ruining the game. It's not possible with the way the game
works. So I really think it is a way of playing the game of crypto, but completely differently,
as well as fair, as well as letting you use all the knowledge that you amass all day while you're on twitter and fucking figuring figuring out if you want to be long sweet
but you only have a 300 portfolio you're not going to fucking buy sweet there's no way
you could speculate a different way did you see the network issue i'm sure you did i just want
to make sure you saw it because it was probably no i cheap we had a network issue at top of the
space and chief had to go fix the phone um beforeled, so I want to make sure he saw it before the space ruggled.
I just now saw it, but yo, this is a Twitter thing, bro.
Like, Twitter is making my phone fucking hot.
It's not.
I'm on different phones now, and all of them are fucking heating the fuck up.
But I think Dima, yeah, yeah, it's just, it's obviously that phone's getting a little old.
No, brother, I'm just, I literally just said it's a different phone.
