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THE DAILY ALPHA♻️
Recorded: June 12, 2025 Duration: 1:08:40Space Recording
Full Transcription
Thank you. What is up?
What is up, TDA fam?
Let me get this situated real quick.
One second.
All right.
We're back.
back appreciate you guys stopping by the daily alpha we host the space tuesday through saturday
Appreciate you guys stopping by the Daily Alpha.
We host a space Tuesday through Saturday, like you know.
like you know obviously we've had a lot of macro news pop up in the past 24 hours so we're going
to cover that but also want to shout out allison she creates our thread which goes out after the
show about hour two hours wherever she get to it basically discussing everything that we talked
about yesterday so if you missed the show if you guys want to you know listen to recording but we also
have a written form content um that you guys can just look through and get locked in kind of all
the stuff we discussed all the topics and all the links there in a nice concise form so appreciate
her put notifications on for her she spends her time time doing that. She does it for free.
She does it out of the willing out of her own heart.
And that makes TDA grow faster and gets us more exposure.
So shout out to her.
She's killing it like always.
But just a lot of stuff that has kind of happened since the show stopped yesterday
and is kind of getting people a little more weary of
what's happening in the market. We've had Trump basically announce that there will be a trade
deal with China, which I kind of already thought was priced in because we've already had the
extension of the deadline until the end of August. And then obviously there has been some escalation in the Middle East
with Israel and Iran, Trump getting possibly get involved. I don't know exactly what's actually
going on with that, but that is also kind of making people thinking we might be entering
a global war and kind of spooks the market. I did find one chart this morning that kind of shows you
these kind of macro events have been buying opportunities every single time. So I know a lot
of us don't want to kind of buy the frothiness and we kind of want to wait for some resets.
These global kind of war scenarios and hacks and stuff like that
have been great buying opportunities in the past.
I'll pin it up to the top.
This is short-term reactions to war.
And kind of we have the Russia, the Russia first of Russia won in 2024 of May of 10th.
It was 2% up on oil. This is just oil. And then it was oil one month,
BTC one week. So these are all after that we've had the Russia-Ukraine first offensive in May of
24. Oil percentage went up. Oil percentage went up. BTC went up 2%.
BTC over the month went up 6%.
The SPX went up 1%.
The SPX over one month went up 2%.
We had the Ukraine Kyrgyz Offensive on June.
Oil went up 2%.
Oil went up on one month 1%.
BTC went up 2%. When we had the Tergeku, that was on
the July 10th of 2024, oil went up 1%, oil on the one month went down 5%, BTC went down one week on
the 2%, but if you look at BTC on the month, after that first initial dip, we went up 7%.
But if you look at BTC on the month, after that first initial dip, we went up 7%.
And so we had Operation Sindor, which was another one.
Oil went up 3% on the week.
Oil went up on the one month, went up 5%.
And then BTC went up one week.
And then on the month, it went up 5%.
We had the Israel-Gaza invasion.
Oil on the one week went up.
Oil on the one month went up.
And then Bitcoin on the one week went down 1%, but on the month it went up 1%. And then Operation Spiderweb, we kind of seen the kind
of all green across the board. So a lot of these kind of in the initial reaction have been sell
the news, get fearful, FUD. But if you look at it at the monthly percentages, it's always been kind
of a buying opportunity. So
I know a lot of us have been waiting to kind of buy the dip on a lot of this shit. And I feel like
this could be your opportunity to kind of buy some of the blood today. Had a lot of kind of
macro confusion, confusion in general. And it typically, if you're looking to buy something,
it would be right now when people are fearful and not when people are frothy and shit like that.
We've already kind of highlighted a lot of the good stuff that's been happening in the space recently with a lot of Genius Bill Act passed the Senate yesterday.
It is now looking for approval.
That's going to be huge.
We're seeing a lot of stock market, just companies in general, adding Bitcoin to their balance sheets and treasuries.
So crypto is here. Crypto is going to dominate this summer. And take these kind of FUD moments
when you're listening to media hysteria to kind of shake normal people out and buy that FUD. I mean,
every time that we've ever followed the media has been, you've been cooked.
So you want to do opposite of what the kind of the media is trying to portray, their talking points.
And right now, people are all focusing on this. I would imagine the next one's probably going to
be the debt ceiling. So you guys just need to be aware, like these kind of media orchestrated
events, when there's talking points, when all the people are saying the same things,
scare people out for a reason. And then these are great buying opportunities. Look what you
would have done last week if you just listened to the foot about Trump and Elon. If you would
have bought Tesla stock last week, you'd be up big. So take advantage of these kind of talking
heads, making people fearful, and I think you'll be well off.
Chief is continuing to request.
Probably not going to be able to help him up here today.
Are you here, bro?
Yeah.
Am I good?
Yeah.
Are you good?
Yeah, yeah.
I mean, I'm fine.
Like I said, I got LTE.
I got 4G and all this shit,
but it just wouldn't let me on stage.
Well, you're going 60 miles per hour down a highway, so it's probably going to be spotty on and off right a little bit but i mean
i got double dual sims on there and all that kind of that's what i kind of run when i go international
so i have my regular phone line and then i buy like one of those e sims to run backup data
so we should be good.
Yeah, as long as I'm coming in clear right now, then yeah, we should be more or less set for the rest of the trip.
What's your kind of your thoughts on maybe buying the dip a little bit here with this kind of macro news kind of fun people out?
Well, that's the thing.
So I woke up early, didn't really get to check out the markets a little bit too much. But I did see the headlines of what, four or five countries got hacked?
Like Saudi Arabia, Libya, and a couple others, right? We're under a cyber attack.
Yeah, I didn't see. I didn't see that one. I mean, I just saw that there was a massive plane
crash in India that killed like 250 people. I mean, it just, yeah, I saw that last night or
yesterday or early in this morning. Let me see if i had the actual article
yeah i think you're uh you're spotty here bro a little spotty and this probably happens when
you go into your phone and use excess data to kind of pull up new websites it's going to make
you kind of uh glitch out here a little bit So probably not going to have you up here today, if that's going to be the case.
Let me, you probably can't hear me.
So there we go.
But yeah, it's fine.
We will manage.
We will manage.
I have plenty of stuff to talk about.
Chief's on the road.
If you get into some better 5G.
That's kind of what.
Yeah, he was spotty, guys, right?
Yeah.
So it's fine, Chief.
Bro, just sit down and listeners.
I'll keep it rolling.
If you have anything you want me to talk about, send it to my DMs, and I'll pull it up.
It was just, you know, you're off and on. Obviously you're going down the highway. It's
going to kind of be a little spotty in general, but we have plenty of stuff to talk about.
Obviously we have, we had some jobless claims come up today, which we talk about Jerome Powell
and what are his two things he looks at.
He looks at inflation and he looks at people losing their jobs and unemployment.
Well, initial job claims came in above expectations.
The last two weeks of claims represent the two highest readings since October.
So jobless claims are going up, inflation coming down.
So people are kind of sitting here wondering what he's going
to do next. And I'm pretty sure, let me get the fuck away from this dog. He's about to eat me.
Probably going to be pretty sure that he's probably going to sit here and wait for something
to explode until he does something. If you're looking at kind of where they're kind of pushing for the first rate cuts,
it is looking 80% chance at September.
So traders see 80% of chance of a September rate cut
with the second rate cut as soon as October versus December as we've seen data.
So the second rate cut was being priced in in December,
and now it's been moved up to October.
So we're possibly going to get two back-to-back rate cuts sometime in September and sometime in October.
We also got to be very cognizant of this data, and there's an FOMC meeting next week.
So, yes, we might be into some more turmoil.
People might be sitting there.
I don't think Jerome Powell is going to do anything.
I don't think he's going to raise it.
I think he's going to be neutral.
And a lot of this just comes how he talks in his tone.
But this is the first kind of FOMC meeting he's had since the kind of discussion he had with Trump a few weeks ago.
So I know that he was live on TV probably on last Monday.
And people are kind of speculating he possibly was going to resign.
But this is the first FOMC meeting since that Trump meeting.
And I even saw some stuff this morning that Trump said that he told Jerome in that meeting to raise rates if inflation went higher in one year.
So he's basically negotiating with him.
He's like, bro, cut the rates.
If inflation goes up, you can just raise them again.
So I think he was trying to negotiate with them to do these rate cuts.
And it's not looking great for it happening any time this summer,
but it looks like the first one is going to happen in September.
Let me get Chief back up here, see if he's uh can get a better reception you there bro
you there chief yeah i'm here all right can you hear me yeah i can hear you all right cool yeah
i sent it to your dms but i'll post it up top it's uh just finishing up what i was just mentioning uh it's saudi arabia kuwait jordan and i think
one more are all under a cyber attack or were under a cyber attack in the last 24 hours
damn well there goes their internet hopefully none of their wallets got hacked.
Something that I like to look at a lot on the strength of just crypto in general is kind of the DXY, which is the strength of the dollar.
Could be headed to its lowest closing price in more than three years.
So the last time it was this low was kind of around the COVID scare and shit like that. And that was really beneficial for the price of Bitcoin in general, because that's the kind of the hedge.
What do people get themselves into when the dollar is devaluing, they get into Bitcoin.
Go ahead, Chief.
No, no, I was just going to say, well, it also lines up and makes sense with them too.
Money and printing more money.
Ultimately, the value of the dollar itself decreases with every dollar
printed. So yeah, with China basically adding $1.5 trillion to bail out homes yesterday,
that adds to the global money supply, which gets people kind of weary of what's going on.
And obviously with this big, beautiful bill, the printing are spending $4 trillion
and adding to our debt, which would probably just add to the fear of having exposure to the dollar.
And we've already seen it. I mean, a lot of people are adding Bitcoin to their treasuries.
We've had GameStop just announced to raise $1.75 billion potentially to buy more Bitcoin, kind of going to the
MicroStrategy route. We had the very first company add hype to one of their investments.
So it's Tony G. We're the first public company to add hype to its treasury. Just to be getting on the s cse canada and bgrdf on otc usa so i think we had fetch we've had sui and i think now
we're having hyper liquid added to kind of a stock uh in the traditional market so that is
pretty interesting to kind of see hyper liquid kind of getting the love there obviously that guy
probably trades on um hyper liquid and he's like bro let me pump my bags a little bit, or let me pump my stock.
I already have a fat bag of this.
And then, obviously, the Genius Act just passed the Senate closure vote 68 to 30.
The path is now clear for final approval.
The U.S. is about to unlock crypto stablecoin adoption at scale.
Wall Street is watching and ethereum is
settling settle layer they build on so that's huge we've continued to have massive inflows into the
etf we had 240 million in 24 hours institutions are loading up on ethereum um they've added over
240 million added just yesterday smart money isn't't sleeping. It's about to fly.
And we've been kind of documenting this kind of this turn for the past week and a half.
You know, you don't want to concentrate on the media.
You don't want to concentrate on Twitter.
You want to concentrate on what whales are doing and institutions are doing.
And they, BlackRock, Fidelity, have all been converting their Bitcoin into ETH.
And so it kind of aligns that these people are smarter than us.
They have more connections than us.
And something's about to happen.
I think what they're positioning themselves in is the Genius Bill Act being approved
and speculating that that's going to be something that they can market to their investors to
get into ETH and kind of promote the DeFi.
And obviously, with the Solana ETF going live this
summer, there's also negotiations to get ETH staking. And so just adding all that fuel to
that fire, I do think ETH is going to take off once this kind of genius field kind of
gets passed here relatively soon. So that's going to be like our circle moment is that. And kind of a crazy stat that I saw just with Michael Saylor is that if Bitcoin closes Q2 above 119K,
strategy, which is micro strategy, will post the largest quarterly earnings in human history.
Bigger than Apple.
Bigger than NVIDIA.
Did you see that coming?
So it's crazy, dude.
Like no one even knows what strategy is,
but if they're going to have the biggest quarterly earnings
in human history,
why do you think all these other companies
are trying to get Bitcoin and crypto exposure?
They want to get part of the company
and they want to get part of the gang here adding Bitcoin. to get part of the gang here, adding Bitcoin.
But like we've kind of suggested, they're getting it at a late. They're getting it super late.
They're getting above 100K. And they're trying to catch up the MicroStrategy. MicroStrategy
has been doing this for four to five years. And this is my thesis of all these companies getting
Bitcoin exposure, doing these convertible nodes. It's going to be the leverage that create
this golden bull market, but it's also going to be the deleveraging event to actually put us into
a bear market. So I do see a lot of liquidations in two to three years of going below these marks.
Once we enter maybe some kind of bear market or there's some kind of capitulation, black swan,
a lot of these companies are going to blow up,
and it's going to create a downward spiral
and kind of create a bear market, in my opinion.
So just something to look at, dude.
It's definitely interesting.
Chief posted up how to buy Pepe coin.
It's a good investment by the New York Post.
Great, dude.
Just what we need.
I mean, I guess if ETH does pop off,
you expect Pepe to fucking rip, too.
So New York Post is now posting fucking how to buy meme coins.
Spectacular.
What up, Lord?
What's up, brother?
Arf.
What up?
No, that's actually bullish as hell, bro.
I didn't even see that.
Buy all our coins, bro.
Buy them all, dude.
What are we waiting for here?
Are we just waiting for just like retail to show up? I don't think that don't think that's gonna happen like i don't think we really see anything crazy
around here like new stuff you know like alchemist like things that are like new and weird i think
like can pop off but until we're like 120k things are like really optimism centric like
when everything's optimistic again i think we see a lot of cooks but yeah i like the way that
things are going as far as like irl retail etc etc it's just like all those on ramps and all of the
like yeah they're shilling pepe bro like fucking we would have been saying that they're not going
to do that like a year ago you know everybody had been like nah they're never going to post pepe
and now they post it and no one cares so i I'm like, yeah, I think we're pretty
well set up for a golden bowl. Uh, right now I just, I don't know, dude, I'm looking for weird
shit. There was like a free mint this morning on ordinals. It's like, looks pretty rug core,
but I got some of those. I honestly think it's a good flip when things are even a rug core shit.
Like I think right away you could just like flip the shit, but I don't know. As far as like
anything really cooking right now, I don't know, bro.
It's a weird space.
You got to find weird little opportunity, bro.
You know how it goes.
Yeah, it's just, like, if we're in this corner, there's not a lot of, like, we're trading against the same people.
And what I've started to notice is during the winter, during winter to January, like, December to January, we had, had like a nice retail kind of inflow. We had meme coins
popping off and I think like we don't have a lot of retail that comes, but what I think the people
that do come are actually from like college. And so obviously they're on winter break during
December and January and they're, you know, they have time to do stuff and focus on this stuff.
And now that college is out, we're starting to get those people back into the space
and we'll take as much of these motherfuckers as possible. If it's a thousand, if it's 4,000,
it's 10,000, it's more than that was here when they were during kind of February through June.
And so I'm starting to realize like, if we are going to get retail here, it's going to be these
college motherfuckers that are out of college. They don't have anything to do. And they're trying
to make money instead of having college jobs.
And I think that's where we're at right now. And that's why I kind of, maybe we have a
capitulation moment when these motherfuckers go back to college and maybe they lose all their
money. Who's that one, that one dude that goes berserk on the timeline. He's back posting
TikToks again. Um, that black dude, I forget what he used to go crazy i can't believe i lost
all my money in diddy coin he's back so you know college is out you know these people are out of
school and uh just having these people back in the space uh kind of creates some exit liquidity for
some of the uh some of the veterans here i mean that part we're going to talk about a freshman
class i guess that's the closest thing we got is those guys coming out of college right i'd agree
i kind of feel like we might see like a black swan or some shit out of nowhere though like and then another
little dippy i just don't know dude like you know you never know what's gonna happen with the world
like we might have like one of them workbook bro we have so much ptsd bro oh yeah like we're just
always thinking there's gonna be some black swan right around like i'll be honest it's not even
like it's not even like i'm not even like negative about like i would like not even, like, negative about, like, I would like to see that.
Because, like, I don't know, those dips are, like, opportunities, right?
Like, whenever Trump says something stupid and a crazy dip's, like, I'm prepared for another black swan.
Because it's going to go right back up.
I just think, like, we might see that happen.
I don't fucking know.
Nobody knows, to be honest, right?
But, like, whatever, bro.
I'd like to see this shit just skyrocket from here to 120.
And then everything get a little more liquidity, a little more sendy, and, like, whatever, bro. I'd like to see this shit just skyrocket from here to 120 and then everything get a little more liquidity, a little more sendy and like more opportunities here.
But right now it's weird, bro.
I'm looking at Alkanes though, like trying to pay attention there.
See if there's any like new stuff that's going to pop up.
I know Alchemist is doing like their phase two soon.
So like, yeah, the coin was at like 1.5 million this morning, which like it's doing well.
Like I'm not going to lie.
I've seen some Alkanes shit happen and immediately just like die off so i think people are kind of anticipating
phase two and like hopefully it cooks absolutely destroys the mempool with whatever they do but
we'll see chief i saw you on mutant there are you trying to talk are you just glitching out again? My name's Jeff.
I can't hear you.
I can't hear you.
What up, Sam?
Well, it won't come up.
I haven't been up in a while.
But yeah, a healthy pullback is always good.
It's always a bad opportunity.
And I took advice.
I did my own research.
When you were talking about earlier about the company that that's getting you know bitcoin on their books that um what is it met alpha
technologies i grabbed some shares of that and i've been up since you know what i'm saying so
that was a good call it's been up ever since we talked about it because it was up five percent
when they announced it i haven't checked back has it been up even more since that since they announced it again yes sir
been about been keeping an eye on it so that was a pretty good call bro yeah i was just i mean
that's the that's the um before i was in the crypto i come from options trading so i say i
hadn't been in a couple of years let me go, let me go over here and check, see what's going on. So that was a pretty good call.
But once again, to the audience, if you're not in the foundry, you're sleeping.
So big up to the foundry.
And TDA is safe for.
We cooking in there, bro.
We got some stuff cooking in there.
Obviously, there's a bunch of stuff we don't talk about on the show.
But, man, there's plenty of money-making opportunities in that fucking place.
So shout-out to you, for taking the um taking the medical the medical or i guess it's alpha call i don't even know what it's called um but yeah we talked about just
possibly starting to dabble a little more in stocks of all these stock markets which are
penny stocks which are just points just on the stock market are trying to pump their price by
adding crypto exposure i mean that kind of seems like they're just trying to pump their price by adding crypto exposure.
I mean, that kind of seems like they're just trying to glob on to kind of the narrative.
And it kind of seems like you're leaving money on the table if you're not actually paying attention and actually adding those stocks as they do it.
It feels like, you know, retail investors in the stock market are probably not going to catch on to that
as soon as we are because we're here focusing on it.
It just kind of seems like easy money.
So where do you trade at, Sam?
Do you trade on like Bloomberg or where do you trade to do all this stuff i'm ashamed to say robin hood so you can you can do it on robin hood okay yeah yeah like i said i came
into the space i was option trading before i got into crypto so and what do you have to do to like
be able to trade it do you have to do kyc is there anything that you have to like you have to do to like be able to trade it do you have to do kyc
is there anything that you have to like you have to jump to actually trade this stuff
yeah yeah it's been a while so i just i mean i don't do much trading like i said it's been years
since i've been up there but when you said i said let me go over and look and see what's going on so
since i already had access to i said i'll go ahead and pick some up
let's go yeah and then i guess check the one i just pinned up today that added um
ed hyper liquid to their treasury i mean see how much they're up i think they're on the canadian
one but it looks like they have otc in united states i don't know if you actually trade that
on robin hood but yeah these are happening every day so as long as you're keeping track of me
But yeah, these are happening every fucking day.
So as long as you're keeping track of it.
Yeah.
Okay.
I was just going to say, Sam, check out Echo, right?
Yesterday we had Plasma increase their cap from 500 million to 1 billion.
And it actually sat a little bit longer than the first initial raise because people weren't KYC'd through Echo in
order to participate for the second round. So for anyone that's out there listening that doesn't
care about the actual KYC process itself, I mean, that was literally money, free money on the table
yesterday, right? I think it was like 0.2 soul that you put in and motherfuckers are pulling
out five to 10 soul for just that allocation.
But that was the barrier of entry. The boat was a echo KYC, right? So if you guys don't know,
echo is a crypto native company and protocol that's designed to allow accessibility and remove
that accredited investor, I guess, moat, another moat that you would have
in the traditional Web2 world, right? You have to be a credited investor to put money into the
majority of these Web2 companies. So Echo goes through a full KYC process, but it's as if you're
buying a round from Echo's seed or Echo's allocation. So for those of you guys that want access to these new protocols that are actually legit,
go check out Echo.
Ultimately, terms can change.
People do kind of, in a sense, get screwed over from, you know, investing early.
And then ultimately, TGE gets delayed, investing schedules change, etc.
Just your traditional angel route.
But yeah, man, free money was on the table yesterday with plasma increasing from 500 bill
intake to one bill and yeah GG to anyone that participated but yeah that's what
stopped me yesterday is having that or needing that echo KYC yeah I was reading
the white paper probably two or three weeks ago and actually echo uses this
platform called sonar I think it's what it's
called to actually do the kyc of it and so you have to do that literally popped up yesterday
and then you have basically if you did invest there's a 12 month lockup so it's not like you're
going to get your coins instantly obviously this was evaluated at a 500 million dollar investment
and with like circle and all these other stable coins heating up, if you're someone that is willing to wait 12 months to get your coins, it's definitely probably
going to be a cook, probably multi-billion dollar protocol, probably in the 8 to 12 billion.
But you don't know what happens in a year. This time next year, we could be in a bear market and
it could be at like a billion. So your coins are probably going to be locked up when it's at peak
euphoria and not be able to like withdraw so yeah a lot of
this stuff you have like no one likes to read in this space and so you have to read the white
papers and then if you would have read you would have kyc'd you would have missed that initial
offering you could have pounced on this i think it was available for three to five minutes but if
you were going to wait and try to do it as soon as it was available you were shit out of luck so
yeah it you know that's what i try to do on my live stream.
I don't, no one likes to read.
It's a better platform to kind of reading stuff.
And we all discussed everything about this about two weeks ago.
And I've been discussing about plasma for the past six months.
So you guys weren't like new to it.
Like I was been talking about how Peter Thiel's behind it,
Tether's behind it.
Peter Thiel has invested in like Facebook pre IPO.
And so it was definitely a cook.
You just had to be ready.
And I don't think anybody's expecting them to open the doors again tomorrow.
So it was basically like if you had notifications on them and you were ready, you were able to pounce.
And GG's to anybody that did.
I mean, I pinged it.
And that's the thing.
I pinged it.
I mean, there was plenty of time.
But like you said, if you weren't ready with the KYC process, there was no chance that you'd get approved instantly.
Right. So it's one of those you had to have you been ready through Echo and just missed round one and then could have participated in round two.
But just saying this, OK, you missed plasma. Go through Echo if you don't care to KYC and just prepare yourself for the next drop.
I mean, it doesn't hurt to be ready
and to have the ability to participate yeah i mean like really how many people in this space
right now or in our discord are fucking kyc'd on sonar like let's be completely honest you guys
won't even kyc to use robin hood so like let's be honest none of you guys were it didn't matter
if we pinged you you guys weren't available to get in right so? So I guess now, like, lesson learned, maybe go do it.
But that opportunity has gone by the wayside.
And I don't even know what gas fees were for that.
I know the initial raise, there was...
It was easy, bro. Yesterday, it sat for over 20 minutes.
It filled at, like, 90... It got to 91% and chilled for roughly about 15 to 20 minutes before it all got filled.
roughly about 15 to 20 minutes before it all got filled.
Once again, it was random.
Once again, it was random.
No one expected them to open the cap
to basically 2X the amount intake.
And then it was released like an hour
before it actually went live.
What's the speculation?
You think they're gonna do this again?
Another cap raise?
I mean, it wouldn't be out of the question.
They've done it once.
Let's fucking do it three times.
Let's do it four times.
I mean, there was no even reason to double this shit right i mean ultimately like the
distribution on the first 500 mil was dog that's why they did it and so that's why they did it
because the fucking distribution was in like 38 wallets fucking the fucking 38 wallets controlled
all the supplies so they're like hey let's try to fucking get at least get some fucking other
people in here dude like he's probably gonna dump all over us as soon as this unlocks.
So, yeah, I could see maybe why they maybe continue to do this.
But I don't know if they continue to dilute if that actually is great for the price.
But, I mean, it's locked up for 12 months.
So couldn't hurt.
What up, Aza?
What's up, man?
How you doing, man?
Doing all right?
What is up, man?
Yeah, I'm good, man.
Just chilling. It's released the project, but I'm not really here to shill it. how you doing man doing all right what is up man yeah i'm good man just chilling um
it's released the project but i'm not really here to chill it just kind of say what's up
yeah brother brother my guy you guys yeah you're buying this bitcoin dip this is pretty much
these are the opportunities that we kind of wait for is this kind of media i'm like i'm opening a
uh leverage long that i can hold the new all-time high,
is how I'm going to put it.
Yeah, don't go too high.
I mean, with all the capitulation that we had.
I'll scale in and I'll scale out.
I'm not going to go crazy.
But I think there's a big opportunity to get onto the inevitable all-time high break.
The writing is kind of on the wall as a trade it's very not not very often you can say like this will almost
certainly happen at some point in the next few months yeah i mean we've held pretty steady above
100k so hopefully your liquidation levels probably under that but i mean through all the fun all the
wars all the cyber attacks all the trump tweets we haven't broke 100k for like four weeks so i think
and dude we bounce back like the chart is like i think we bounced to 100 and then just back to 104
like what was it a week ago like it's just getting the the dips on bad news just get eaten up so like the market has an
appetite to go higher but it's also too scared to like bet that it's gonna do it right now it's
weird but when you have an announcement of a new company adding bitcoin to their treasury and you
just have etf inflows continue to be like healthy this is not a let like yes we're trading on news
and shit like that but it's a pretty healthy market for for us
considering we have no retail here so i think you know famous last words i think you're pretty safe
uh keeping your liquidation uh around 99k but uh that was probably your famous last words probably
going right there tonight so i always like i yeah if i think it's that, I'm like, I'll just go to 92 in case.
Yeah, you can always lower your... Better safe than sorry, you know.
Yeah, I feel that.
I don't know if you guys saw that Sandeep,
which is basically taking over Polygon.
He announced big update as the largest holder of Paul
and someone who dedicated his life to development and success of Polygon.
From the very beginning, I have decided to take and success of Polygon. From the very beginning, I have decided
to take full control of Polygon Foundation and will be the CEO going forward. Polygon Foundation
owns and oversees multiple entities, including one of the major contributions, Polygon Labs,
which will continue to be led by Mark Baran as CEO, who in mind is the best executive and leader in the entire crypto space.
I've always stayed away from moving into the CEO role because I focused on building PF and the institution governed foundation.
But right now, Polygon needs clear direction and focused execution means me stepping up.
So you kind of what he's going to do, this and that.
But you guys all know Katana, which is part of Polygon, is starting to ramp up.
They just got added to the Cato leaderboard.
We've been telling you guys to stake pole for a while,
but the fact that we have this MF-er back and cooking, again,
is great for everything because this dude is huge.
He has a massive amount of money and is kind of a ready-to-go CEO.
So if you guys aren't talking about Katana, if you haven't staked, Paul, I think you're pretty late on that.
But you can now talk about Katana.
You can pre-deposit it into a box and you can earn tokens, crates, CAT.
You can earn NFTs.
And our buddy, Ruto, look to post an image of something that could be coming up to katana
relatively soon i don't actually know when it's going to launch but imagine you pull this from
one of the katana crates i'd pfp it so this has like the k on the shoulder and it's a cat which
kind of lines up with katana so it looks like this could be the official pfp of kantana and it looks like they're going to be
launching their own fts so i think that's alpha and uh i don't know man definitely something to
keep your eye on these look fresh and uh i'll try to get more information from as it comes but yeah
it looks like katana is going to have their own official pfp and now that sandeep's involved i
mean remember when utes went over to fucking Polygon?
Sandeep bought a one-on-one and swept the fuck out of Utes.
I don't know.
Maybe he does the same if there's an official Katana NFT.
Maybe he rocks a one-on-one and brings a lot of exposure to this PFP.
So saw this kind of all aligning.
I was like, this is pretty big news and we'll definitely get more.
Isn't this because the oldo stepped down probably like a
week ago or two yeah i think so yeah i think someone stepped down from it i forgot what his
name was yeah yeah yeah yeah me too i just remember reading that news like a week or two ago that he
was stepping away from the polygon foundation and people were just thanking him for all his
contributions and stuff like that i mean i think it's interesting the way that Sandeep said that he's taking this over as if it's not like a public company or a board that
makes the decision. You know, he's like, I'm CTO in the same effort. So yeah, I think Katana and
Aglayer though, I mean, that's their primary focus right now. And one of the things that a lot of
people don't even understand or know too, is that the original Aglay layer paperwork came from a barra that came from one of the core
uh bear chain depths right and he was the one that actually produced a lot of the bear team
actually comes our x polygon and uh x oracle so that's where they decided to go before polygon
was focusing on the d5 side of things and then now Katana will have integrations across
through Vera as well.
And just heavier in, I guess,
I guess your integrations is all you can say,
just heavier interactions between each other.
So yeah, they have like,
it's obviously it's a little hard to understand
for like smooth brains,
but like they have like crates
that they kind of boost up to get you more yield.
It's kind of like blast Baron Sonic,
like created a child.
And this is what they're fucking made.
And pretty interesting.
There is a learning curve there.
But, I mean, I like to get into the smooth brain.
Like the NFTs just to get exposure to this.
So, it does look like there's going to be NFT.
And, obviously, we'll keep you guys updated if there's any alpha on that.
Did you get an Iris pre-selling?
Oh, no. I was just going to say
on that note too I think that Katana
is supposed to be opening up or closing
up by the end of the month
so just something to keep in mind too is that
if you guys do want to participate or if you
want to earn a crate you're not necessarily
locking up your
two months
similar to how we did with Barra right Barra for Boyko and Royko it was
three months and just so in consideration of if you're trying to lock up some bread to participate
in Katana I would actually even split it up I'd probably do 60 40 60 percent through POL staking
and then roughly about 40 directly deposited into katana
did you participate in the virtual iris thing this morning i know you're kind of talking about it um
i don't know how much you had actually put in was it like 200 300 or some shit. Um, I saw this guy posted some P and L's. Yeah, I did. I did.
Okay. Well, this guy basically looks to have 0.69 ETH at the top at like a hundred million.
And obviously since it was free money for a lot of people and they made like a 500 X,
this shit's like the 63 million right now. So it down like 40 percent from the all-time highs but if you would have sold the top it looks like you could have put your contribution in and
kind of left with a little under 2k so i guess the next one now is the baby ai one i guess is next
so i don't know chief did you how much do you have to put in for this stuff to get a 500x was it 200
300 it looks like you're you're rogan so
maybe not but yeah dude virtuals cooking we've been kind of showing you guys the way for the
past two to three months two to three weeks we were kind of showing you like everybody was talking
about kato two or three weeks ago and we were saying hey it's a little over farmed guys i maybe
maybe you guys look into virtuals a little bit and uh yeah there continues to be some more and more and more
opportunities over there and now everybody's talking about virtuals and that seems like it's
being a little over farmed so i don't i maybe i'm wrong maybe i'm fucking off my rocker but uh man
these are crazy 500 x's off the bat and so we're kind of telling you go over there two or three
weeks ago chief went ahead and gone dutted he staked and he's able to participate in these kind of gains and shit.
So shout out to y'all.
Shout out to you guys taking advantage of us kind of narrating you
and kind of seeing stuff that's kind of over farmed
and stuff that's like is losing mindshare
and wasn't having enough mindshare.
And virtual continues to iterate,
continue to use different tokenomics.
And so this one is the first kind of
agent on eth so not one over there kind of seen unique but i think the next one to be looking at
is the baby ai one probably won't have nearly the outcome is this one and you'll probably start
seeing more and more people fucking move over there and it will be over farmed so you got to
find things that no one's talking about and take advantage of mispriced attention and that's kind of what we specialize here in
doing so definitely guys keep your eye on that and i guess the next airdrop that people are
kind of talking about is sonic and it looks like their airdrop is coming on the 18th so if you guys
were um kind of doing the airdrop farming on that it's available at 18th you have 25 of your airdrop is
claimable uh immediately and a liquid s the remaining 75 is literally vested for 270 days
as a tradable nft this nft can be traded on upcoming secondary order books uh marketed by
paint swap users can choose to claim the remaining allocation, but this will trigger a burn penalty based on your remainder. When they claim, you are free to claim at any point during the 270 days. If users
earned 100 S tokens total, 25 S are available on claim day one. 75 of the S tokens are literally
vested with a burn penalty for 270 days. If user claims their NFT portion of the airdrop half through around
4.5 months or 135 days, then 37.5 S tokens will be claimed and the 37.5 S tokens will be burned.
Meaning that total, the users realized in earnings of 25 S would be 37 equals 62 S over that span of 135 days.
So there's going to be token burns.
People will get greedy.
This is vested for 270 days,
but the remaining supply will be on NFT,
which will be tradable.
And I would expect as closer and closer of that day comes,
those NFTs will probably go up in price.
So it'll probably be initially dumped.
The tokens will be burned. Half will be burned, which I don't know if that creates kind of a
supply shock of S, the fact that they're burning a lot of the supply. But I would imagine around
200 days, you're going to start seeing those tokens or those NFTs on paint swaps starting
to go up in price in kind of speculation that those are going to be unlocked and given to people.
So probably wait for the attention to go away and come back set an alarm for 200 days and start
gobbling up those fucking uh those nfts um because that's free fucking s inside that's been invested
and you only have about 75 days to wait um for you to have basically free tokens so definitely
something to keep your eye on they They also updated their season two.
So there's gonna be multiple seasons of this.
Introducing S AirDrop season two,
no more passive points, loyalty-based points boost,
revenue counts towards gems.
This season rewards real impact and on-chain activity
designed for long-term users and builders June 18th.
So, I mean, it's fun.
I mean, Sonic's all right, but, like, let's be honest.
There isn't a lot to fucking do over there.
I mean, I've been finding games like Petroleum Land,
and there are some cool NFTs over there,
but it's kind of having the same kind of problem as Barra is.
Like, it has the liquidity side, it has the use case side,
but there's really nothing to do for DGENs.
And there's not a lot of stuff to do for attention.
And so you need that other side for people to start, normies to start going over there and kind of talking about it more and getting marketing and getting KOLs to talk about it.
So they're having trouble with kind of producing these DeFi Ponzi's and getting culture built over there.
So kind of chosen token price and that's kind of
kind of the big issue with a lot of this stuff we have multiple chains launching a lot of them have
liquidity over there but culture's like this like i'm gonna stay over on sonic or i'm gonna stay
over on solana or i'm gonna be on avax or i'm gonna be where my friends are and i think a lot
of these protocols are having uh difficulty actually creating culture
around their chain so a lot of them have nfts but a lot of the nfts are fucking worthless so
i mean we have on sonic we have the derps which i think are still above 1k they get a lot of
whitelist allocation and so that's pretty much the only thing that is have actually formed a
culture over there so we we'll see, man.
But obviously, I've been farming Sonic for the past three months and looking forward to getting this NFT and claiming some tokens, bro.
So got to be paying attention to all these protocols, guys.
There's definitely free money sitting on the table.
And just a few other things.
AVAX is like fucking like cooking guys like i don't
know if you guys are on arena.trade but there has been some cooks over there typically when we start
getting pvp nature on solana uh those solana mfers start rolling over and going over to avax so there
are a lot of uh existing community members on av. But if you haven't noticed,
there has been like five or six cooks a day over on the AVAX arena.trade platform,
which is basically just pump fun on AVAX.
Lambo, which I talked about in our Discord at 25 million,
broke all-time high of 48 million down to 43.
You had a bunch yesterday that went right out of the trenches,
went right through the bonding curve and hit like two to $5 million.
So if you guys are looking for those, you know,
from the trenches to two to $5 million, it's happening on AVAX right now.
What you do have to be wary of is now that we have some community members from
other chains coming over there,
they're trying to grift the chain a little bit,
and you're starting to see a lot more rug tokens.
But if you are looking for, you know, virality,
and you're looking for euphoria, it's happening on AVAX.
I mean, we had the snow token launch 17 hours ago.
It got all the way up to shit damn that's cooked 3.4 million and it lost 17 like you
can't find that 4 million name a fucking pump fund token that's done that recently they can't even
break a million so we had that one and we had a few yesterday that broke a million dollars so
i would suggest you know finding where you need to
go the tools you need to find to get on these the best thing about this is the big reason why
everybody has fucking pvp themselves on solana is because everybody has the tools everybody has the
wallet trackers you pop a lot of them use axiom and when everybody has the tools the edge is gone
with arena.trade there isn't a lot of tools
you just have to sit on the fucking pump fun uh clone and and figure it out and there's not a lot
of communities built uh there are some trading bots on telegram but that's all you have so like
the learning curve and the edge is there if you understand where the tools are and i think that's
why it has a little more velocity than pump fun because everybody knows what walls to track
everybody knows how to get in and get out with avax like the infrastructure over there for trading
tokens is still native and that's kind of where the edge lies and when you are trading so definitely
would suggest you guys looking at it in our discord i basically have a whole write-up of
all the bots you need where you need to go to kind of track all this shit and uh been kind of keeping
people up informed about it since Monday.
Definitely see a lot of momentum over there.
And there's already existing meme culture over there, dude.
Like NoChill, which I think they have their own NFT.
Like we talk about Hypeio all the time on Hype and how it's going crazy.
Dude, the top NFT on AVAX is NoChillio, which is the NoChill token.
AVAX is NoChilio, which is the NoChill token.
That NFT is $1,400.
I bet if I put a fucking poll up right now
and ask you what you think the price of the top NFT on AVAX is right now,
you would probably say like $600.
NoChilio, which is basically a Mlady derivative, is at $1,400.
So, yeah, dude.
And I think that NFT is similar to Hypeios,
that they get airdrop shit all the
fucking time and avax is one of the most underrated fucking communities wouldn't mean coins like
cocky new back in the day i remember when people had a every day and he put mog and cocky new as
the pole and he would do an every day on it and the cocky new community raided that shit and beat the mog at like peak euphoria for
mog so you guys are sleeping on avax as kind of this like these meme trenchers dude there's tons
of coins popping off every day over there and i definitely think it's worth your look and uh
obviously we'll keep you guys updated uh when things does pop off what up cast what's up brother
thanks for coming up how we doing bro i'm actively staring at these AVAX trenches.
Aren't you, dude?
Aren't they cooking, dude?
They are.
I had the pre-sell for the
AIVAX token and
before it launched, I wanted to just
buy something just to test some shit out.
I bought some random
coin and it fucking 5X
on me and I was not ready for it.
I was just so confused. I sold that shit way too quick. Um, but yeah, there's, I think,
like you said, there's a clear rotation that's kind of happening. A lot of people, I feel like
from like 2021, the defy or like 2017, like defy days and stuff like that, like they have
experience with a back. So it feels like some people are just going to kind of come back to like a
familiar chain and do the same shit that they were already doing on,
on other chains.
But the upside is just potentially more,
especially with AVAX,
like the token itself being pretty down,
but I don't know.
It's a,
it's,
it's a fun time.
I think we're,
we're about to get into the wild part of the cycle
and just trying to enjoy as much as I can.
Yeah, I mean, obviously, if you guys are looking for, like,
a Radium over there on AVAX, it's LFJ.
Obviously, I think Arena has their own decks.
Wallets, Rabi, great.
Especially if you want to crank up gas. I i mean if you guys don't give a fuck
about gas there's an app or a wallet called core which has gasless swaps so if you are someone that
is like fuck it i don't want to pay for gas i'm a fucking poor um you can use core which is gasless
swaps but a lot of these you guys want to kind of crank up the gas to get in too so just giving you
a little alpha i don't want to give you guys too much you know but i've been looking at these trenches for the
past two or three days and i still don't see my fucking vc fucking in those shit they're still in
the solana shitters but it's definitely been some cooks this week and uh i don't know if this is the
top or this is the bottom but it's definitely getting interesting over there so i think it
like obviously there is an existing Solana community over there.
And I just feel like that's the reason why you're not seeing a lot of the Solana NFTs or meme coins actually pump.
Because a lot of them are focusing on AVAX right now.
But like I said, beware.
You could tell which are the Solana coins.
They're kind of dirtier.
They're kind of trenchier.
They're kind of just like, why?
And so those have been kind of getting rugged recently.
So just be wary. Did you get an aura cast like why is aura pumping so hard is i heard like a
prominent trader like cto'd this thing dude how is it like hit 150 million dollars after it was
at like 1 million dollars two days ago does anybody know the alpha on this fucking coin dude
what is the deal dude i think uh i think even og shoots he had like a fucking
tweet that went out and it was a bunch of like the top like soul traders and they were like
what was the reason and they were like crime and i'm like fucking obviously because there's no way
that you're gonna tell me that a completely dead chart like full-on this thing was going sideways
at whatever like 100k market cap for like three months all of a sudden that should be 150x
like there's no real value like there's it's all about like the game of can you figure out where
liquidity is going next and with solana it's the perfect place to have those kinds of things happen
like you have a billion tokens like any other you know community or chain like you're gonna be able
to pick out when whales are starting
to enter in and starting to accumulate on these like low level market caps but coins like that
like nobody's paying attention to it so it just once it happens then it's like oh fuck like
why didn't there's no way i can buy that how do you buy that chart like i'm scared to buy it i'm
like dude i'm gonna buy at 80 million and i'm buying the top and then
it goes to 150 million it's like you're scared as fuck like who buys that parabola like who buys
those god candles that is a scary chart to buy dude you're just waiting to get rugged like 99
percent of the time you buy that chart and you lose all your fucking money and then obviously
one percent of the time it's some fucking og ch chat from Binance that's fucking buying and accumulating
so he can get listed on Binance tomorrow or some shit.
Yeah, we'll see.
We saw the same shit with, like, SPX, right, when that ran,
and then, like, it's running again.
I just, I think some of these fucking super slept-on coins,
like, we're not even in a silly season, in my opinion.
Like, I think we get another one, right?
So, I don't know.
I think it's just some people that are, like, big old chads
that are going to just push their bags, right?
Like later.
And they're just like accumulating now to do that again.
That's my opinion.
But yeah,
obviously it's not fucking organic.
It's not people here.
It's not crypto Twitter motherfuckers buying up aura,
dude.
That's not what sent it.
It's,
it's millions getting dumped in by fucking absolute chads who are going to
like,
you know,
just send it through whatever fucking platforms
they have like throughout the bull run and yeah i don't know i think there's gonna be a few tickers
that do that bro like we're gonna see this right like one by one and then silly season and then
back to bear but i don't know i'm already seeing like the marketing it's aura season dude aura was
like the word last summer bro like how is this like now the word of this summer, bro? This is such a cooked word.
Everybody's used this word for the past year.
We gotta think of a fucking new word.
I don't think Aura's going anywhere, bro.
That's like, you know,
oh, he's got Aura, this, that.
That's just gonna be the thing.
Yeah, you're right, dude.
You're right.
I'm not even in the shit, by the way.
I wish I was.
I never even...
Me neither, dude.
I couldn't buy that chart if I tried.
There's no way.
I don't even want to buy the Lambo chart sitting here on AVAX at $47 million.
I'm scared to death.
I'm like, this fucking shit's going back to $25 million.
So just be wary.
I mean, these meme coins go up.
They go down.
Have you put all your fucking money into this thinking you're going to 100x?
You're fucking cooked.
So, Cass, are you?
I mean, what do you think about Ball brothers bro what do you think is this the
next NFT on hyper liquid it's the only one that I see getting like massive marketing bro are you
gonna get whitelisted in this for having a hype yo probably not dude I feel like uh I feel like
any competitive NFTs to some degree they're just like especially ones that are trying to be they're
trying to make their own waves in large communities.
It's like, eh, they're, you know,
if they whitelist people, they will.
I'm not going to be bearish on it.
I might try to pick one up,
but I will say we got to stop with the fucking botting
and the fucking fake marketing in the space
because I don't care what anybody says.
There's not that many people here there
are very few people that are like actively like trying to do this stuff and so whenever i see
accounts that have like an egregious amount of fucking activity but then like 10 comments
underneath i'm just kind of like all right you're already giving me red flags on that this is not
gonna be like that's how all of them are bro what are you talking about
this is how every fucking fucking project in the space does it dude like you're like oh i noticed
this one like bro you notice it because it's your competition is gonna fucking eat your bags up no
i'm just joking but that's how all these do dude like all these that's like playbook 101 of nft
2021 bro is the bot the out of your thing get kails to talk about it get honoraries into
fucking cables hands and then now you have great marketing bro now everybody wants it look that
was that was one of the reasons i actually like the hypo uh approach because when i first found
the account like they didn't have over like 3 000 followers and so i was like dude i was like i'm
really about to buy a mladie derivative and get absolutely cooked or this is about to be the greatest trade
that i've made in the past year so i mean i i agree there are like more accounts out there
that are bought it than not and like people have even asked me if like i bought my account because
i follow like a stupid amount of people but i'm just a like literal online terminally degenerate like i just need to know what everybody's thinking uh
but yeah if you're like an actual like brand trying to build in the space like it just doesn't
make sense because dude we have like 5 000 active hyper liquid traders daily so when i do the math
and i see someone getting like 4 000 retweets i'm just like dude there's no way like there's just
legitimately no way that i haven't seen this project and you have every single person in
hyperliquid supposedly talking and retweeting it like i like i don't know but it's called a cook
that's called a short-term cook and i want to be in those but i don't want to hold them you know
what i'm saying uh why it is what it is everywhere like there was an ordinal's mint today that like is obviously bought it did i did i meant
the free mint yes and am i gonna sell it when it hits secondary apps of fucking lootly brother um
but i don't care what they do but yeah like you can tell when these things are bought it if people
think that this shit's organic you're fucking you're not paying attention to what's been happening
uh for years it's just gonna keep happening but once again i'm gonna fucking say that like i like real projects that
don't do that too that are slower cooks right that you you can like get into and they're not
fucking overhyping it i think there's a lot of shit to like look out for once again code was
it's fucking og wassies it's basically at mint price all the mentors are being impatient you know and like
when when ordinal season comes back there's a lot of projects that are gonna pump because they didn't
like it's not an overhyped fucking bullshit project that they're just gonna leave um but
yeah this short-term shit i don't know bro it's not gonna go anywhere so i'm just gonna be like
yo give me a whitelist and then i'm gonna fucking cheat um but it's definitely botted like all of
this fucking shit dude is just straight up garbage vaporware bots coming in and team owns however much percent of the supply like you're not wrong
it's like it's fucking everywhere bro yeah it's good for short term obviously those are red flags
and the hype will kind of push the price up in the first three days and then it will go down um
like he like cast mentioned he Cass mentioned, IPO was organic.
It has an organic buildup.
And you're trying to make poor people rich, right?
And that's why it has culture.
Like, give you an example, Taproot Wizards.
Great, great PFP.
Udi's great, great, great, great, great.
But you can't make poor people rich when your mint price is $20,000.
And so you need to have something that everybody can get in the people
that are terminally online ultimately create the culture whales don't have enough time to spend
online to actually create culture and so when you are trying to find those entities the ones that
are actually cheap that stay cheap for a long period of time those people that are turning
online you know create their make them their pfps they spend all time spaces talking about it
and over time that create culture around the brand. And then that creates like an organic
movement up. And then who buys the top? It's the whales when they hit to a certain market cap where
they feel like, oh, this is beneficial. So yeah, dude, like obviously there's kind of a formula
here for short-term marketing, which I see that with ball brothers. But ultimately, if you want
to get into something that is going to be sustainable,
you need to find those cheaper NFTs and start kind of noticing
if people are changing their PFPs in them.
And there's like who the right people are inside the PFP.
It's not going to be 100x off the bat.
But if you got in Hypeio, anytime in the last year, you're up pretty crazy.
I mean, we were talking these at 0.3, 0.4.
Tick came in here talking about 0.5. And now they're at 2.5 E mean we were talking these at 0.3 0.4 tick came in here talking about
0.5 and now they're at 2.5 eth and so look at that i mean it didn't take much on the market you know
what i'm saying like i feel like people who only want like short-term plays like they're net bearish
it feels like like if you're net bullish on the market why would you not want to get into slept
on like organic projects because whenever liquidity comes back they always pump
you know like i was talking about this on fucking alpha co space when like they were shitting all
over runes and this and that just like obviously jokingly but then when the conversation gets
serious they're like oh no like the top runes will definitely see liquidity like coming back
and i'm like right dude like can we just be real here for a second like yeah everything's down
fucking terribly but like what happened every time liquidity came back and it was like silly season again like last december like all these top runes were ridiculously
high like pups was at like half of its all-time hot you know what i mean like all of these things
fucking sent so like sleeper projects are like like proven projects or like proven teams without
hype it's like the easiest play if you have patience you know what i mean and then
the rest of the stuff yeah dude i just treat it like fucking absolute dog shit that i'm gonna sell
the same day like whatever but like the long term if you're not buying these like really slept on
projects right now you're just net bearish like in my opinion or you don't want to make these like
longer plays which it's honestly the easiest way to do it if like you have the liquidity to just
hold shit um but yeah people don't have the liquidity to hold shit is the problem people are over
invested in the space and cooked because we've been holding altcoins for the past year and they
haven't gone up so people are hyper hyper aware that they have ptsd and they're just like the
space is super rotational so when there's a new hot thing like loudio pops up or the new hot protocol
the only way people can get liquidity
to do it is actually sell their other assets so it's kind of where we are you know what i'm saying
we need like a massive fucking airdrop bro like that's really gonna i'm waiting on the trenches
dude i want to see that oil airdrop by the way like the oil wallet xp like i like i know there's
some like alchemist is doing actually really good right now like today specifically it's
seeing a bunch of liquidity come in.
But like if that airdrop does well, I would say pay attention over there even more.
Like that's supposed to be this summer, right?
Like June, July, like the oil XP shit.
So we'll see how that goes.
Like I hope it goes well.
And like some people make a fuckload of money because like if they do, you're going to see a lot more cooks over there.
I think like short term cooks, like I'm saying, and like maybe some long-term stuff,
but I don't know,
bro.
Like that's,
that's where I'm looking for short term cooks right now.
Like Alchemist definitely knocked out of the park with that.
Like,
so I think we're going to see more now that you can do these like weird
things on a,
it's a meta protocol,
but it's on Bitcoin L1.
It's not some fucking weird L2.
You know what I mean?
So I don't know.
Yes.
When is the hype airdrop?
Isn't that Season 2 coming up?
I think that would be a nice little revive.
I know a lot of people have moved over to the Hyperliquid just to trade.
And I know they're probably going to get the airdrop relatively soon.
To be honest, if I had to guess, and I had to take a selfish guess,
I would say it will happen like 2026.
Time-based capitulation.
Everybody's left the market, essentially.
Not everybody, but the market's gone down.
Bullrun people are feeling like it's over.
And then some of these hyperliquid maxis might just get...
But I don't know.
They don't say anything about it.
And they just make,
uh, make their moves as they do. The next big thing I think they're about to do is like
the HIP three, which will allow teams to make like perps markets. And that'll be something that
like, I think it's just good to pay attention to. Cause you can farm probably new, new businesses
and things like that, that are going gonna pop up and have their own purse
markets and we need a massive airdrop fucking metamask do something mike fucking k basically
said you aren't prepared of what metamask is about to drop i'm like please drop a fucking
announcement of a fucking airdrop please phantom please drop an airdrop to these fucking dgens
this would be like you crawling on the ground and Call of Duty and you get the revive fucking thing.
You stick it in your leg.
That's exactly what it would do for the trenches.
Please open C.
Fucking get us an airdrop
so people don't have to be hyper-rotational
to sell all their fucking assets
to get into the hot, shiny thing.
We need a fucking airdrop this summer.
And I feel like it's the perfect time, dude.
Everybody's adding Bitcoin to their balance sheets.
Crypto announcements are happening left and right. What are you gonna do the airdrop in the bear market bro when your
token is gonna be sold instantly you want to do it in euphoria euphoria and so I'm feeling like
we're gonna get a surprise announcement like as soon as I turn off this space I'm waiting for some
kind of surprise announcement wait we have an airdrop like dude it's gonna happen and i've
just been kind of waiting for like these surprises that come out like someone unofficially hasn't
talked about it is going to announce an airdrop in the next two weeks bro like this is the perfect
time to do it dude i hope so it's gonna happen but i've noticed that they tend to do this shit
like look at all the other airdrops that happened it was like what november through december like
the last airdrop season like when the market was hot like these guys
tend to just do this shit when the market's like crazy hot um but yeah like gib i don't know like
i hope that happens this summer too i think like q3 q4 though uh we'll probably see some big ones
like in the abstract like end of year or whatever and like monads coming into year like i think
we're gonna see some bigger ones kind of towards more the top of the cycle if it's going where we all think it is but yeah when money bro uh phantom
gib i agree all these wallets gib you guys have made so much money just gib all right
we're hurting out here open seas doing their quests and handing out like a 50 xp like
they can't be doing that for that many months more right i don't know i hope it's just retroactive
though because i can't be bothered to oh yeah many months more. I don't know. I hope it's just retroactive though. Cause I can't be fucking bothered to.
Oh yeah.
Obviously.
Yeah.
When you're on the beta,
the very lock last one was a retroactive lock.
And so I'm like,
okay,
a lot of these things we did on beta were like 150 XP,
300 XP.
They're basically giving out 50 XP every day.
And it,
all you have to do is sign in.
You could use fucking multiple wallets to buy $10 NFTs.
There's no way that quest and that campaign lasts for like four to five months, dude.
People are going to eat up the XP.
Why is that beneficial to fucking early people, dude?
If you can just gobble it up on multiple wallets and all this XP for basically doing $10 fucking NFTs and then dumping them as soon as you get the unlock.
So I'm feeling like those quests are going to be a lot shorter.
And I feel like probably, I would say at max September,
like Labor Day, last day that I would think that it happened.
I'm thinking it happens probably the next two to three weeks
that they announced it happens.
It probably happens sometime in July, dude.
Like would be a massive fucking cook.
It would bring a lot of people back into space. the fact that have retroactive rewards from 2021 a lot of people that left this space are
going to come back to like a 500 airdrop and you think they're gonna leave they're like oh i'm gonna
take this 500 airdrop i'm gonna go put in my bank account that i've already max defaulted on oh
they're gonna come in here and they're fucking gonna buy in a tease and they're gonna degen
with us so the open sea is probably like the great equalizer. If we want new people to come back,
our old friends to come back, give them a retroactive award of more than $500.
They're coming back, dude. The people you haven't seen since 2021, they're going to be in the spaces
again, and they're going to be rocking some PFP that they bought on OpenSea with that airdrop.
So I can't wait. It's going to be a great summer. I appreciate you guys coming out the Daily Alpha.
Chief's on the road, obviously.
He loves to make his Dora Explorer trips.
He likes to plan his trips around the show.
I don't know if it's a way to get out or what it is.
I mean, has it happened like three or four times in the past three weeks?
I'm like, bro, why don't you just take the trip like an hour after the show's over,
and then we have to deal with this. But he'll be back tomorrow. He'll be back in the past three weeks my bro why don't you just take the trip like uh an hour after the show's over and then we have to deal with this but he'll be back tomorrow he'll be back in the
states hopefully there's no issues with the tolls or the border crossings or anything like that
uh he's been on there for about a week or so so we appreciate you guys stopping about the daily
alpha we host a space tuesday through saturday from 11 to 12 appreciate cas and lord and asa
and sam coming up here and giving me some company while I do this shit. So appreciate you guys.
Love you guys.
I'll see you guys on tomorrow's show.
And I'll see you guys in the Foundry if you guys are in there.
If you guys want to get in, send me a DM.
We'll see if you're a good fit and ask you some questions.
And I will see you guys later.
Have a great day. Thank you.
