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THE DAILY ALPHA🌪️
Recorded: Jan. 27, 2024 Duration: 2:03:42Space Recording
Full Transcription
You guys can't go up there and bookmark it.
I don't know.
Take the pamphlet.
That's what I'm saying.
Take the pamphlet.
Put it in your pocket.
You're in the amusement park.
You know you want to know where the rides are at, where the roller coaster is at.
Take the pamphlet.
You might need it later.
Some good information in there.
It's been a lot of work putting this together.
Come on, guys.
Give us a little support.
But yeah, appreciate you guys.
Love you guys.
Last show of the week.
What up, bro?
Yeah.
Do you see our song?
Yeah, bro.
I was kind of confused.
I'm like, are you calling us mid-curve?
Are you calling the woman mid-curve in the song?
Because I was like, we informed everybody on Bitcoin Puppets and Minton.
So we can't be mid-curve, right?
It can't be us.
It couldn't be us.
Yeah, this shit was funny, bro.
And then they got us like dancing and shit.
Yeah, I'll pin it up, Tom.
Is this stuff not hard to do?
Am I just like a crayon eater?
Is it really that simple to just put your NFT head on top of videos and stuff like that?
Oh, yeah.
Oh, yeah.
I think there's like an app on the App Store that lets you crop it out.
I know Zach puts together those Frank ones.
And he has one with us with Batman and Robin with their PFPs running.
So I don't think it's that difficult, actually.
Pretty simple.
But, yeah, we just, with Dragon, created a song called Mid-curve featuring Chief, Expresso, and Threadguy.
And there's this woman similar to the OMB.
You guys all heard the OMB song.
We're just like, it's, what's her name?
Morph.
She's like, I don't recognize it.
And it's like their theme song.
Well, I guess this is the Puppets-themed song.
But this woman's saying, if I had a puppet, I would put it and floor it instantly.
So I guess we're in there dancing with Threadguy and shit.
I definitely think Swag should be in this, other than me.
Because he's pretty much the founder of this project.
The co-founder or the proxy founder.
Yeah, like, I don't know why I'm in this, bro.
We should keep Threadguy to fuck out, bro.
Yeah, Threadguy didn't even mint, bro.
He came in after a while in Secondary.
I do not want the stage, though.
I do not want the stage.
You all can have it.
I'm just a mere messenger.
Yeah.
So, yeah, go check out that song.
Like or tweet it.
It's pretty funny, I guess.
But, yeah, appreciate you guys.
This weekend's dope because tomorrow we got football.
We got the Chiefs versus the Baltimore Ravens.
We're going to kick that ass.
And we got Monster Jam in St. Louis.
My fucking son's obsessed with fucking monster trucks.
We're going tonight.
I'm saying the first NFT project that puts their IP on a monster truck is a fucking winner.
My son knows all the names of these monster trucks.
He doesn't even know anything else in life.
But he knows what Gravedigger is.
He knows what El Toro Loco is.
I didn't even know monster trucks have names, bro.
They do, bro.
They got names.
Gravedigger, El Toro Loco.
They got all names.
And, like, there is no Penguin monster truck.
So, Luca, if you're listening, my guy, like, go put your IP on a monster truck.
There's, like, they have the collectibles, the monster truck the kids go crazy for.
They go crazy for the drivers.
Like, monster trucks is an untapped place to put your IP if you're a Web3.
I'm telling you, bro.
That's actually serious alpha for real.
I'm serious, bro.
Like, one of my buddies, his kid is, like, he's, like, two or three.
And he's just diehard.
Everything monster truck.
Big Gravedigger guy.
So, yeah, I concur.
Dude, I am fucking serious, bro.
Like, it's dinosaurs and it's monster trucks for these kids.
And, I mean, perfect place.
I mean, I don't know how you get your IP on a monster truck.
But, like, they should definitely team up with the Federation or something.
You fucker.
What the fuck are you doing, bro?
Fucking idiots, man.
Like, you have the right-of-way and you sit there and then you wave me on.
And then I go and then you cut me off.
After you have the right-of-way, I was letting you go.
And then you tell me to go and then you cut me off.
Like, what the fuck, bro?
Fucking hate people.
But, anyways, monster jams tonight.
I'm going with my son.
I'm going to go, I don't know, fucking sit at the top row so he doesn't get his ears blown out.
But, yeah, it's going to be fun.
And then football tomorrow.
My Chiefs are going to beat those Baltimore Ravens.
What is your ear protection for the young one?
Do they, like, can you buy headphones there?
What's the deal?
I mean, if you buy the headphones at Monster Jam, you're paying, like, a 70% premium.
Like, I bought mine on Amazon for, like, 20 bucks.
You go to the Monster Jam.
You should be slanging the pudgy penguin bootleg fucking headphones outside the event.
Seriously, bro.
My son looks like Steve Bartman fucking at the top row, fucking sitting there with his turtleneck on, with his headphones on, just watching Monster Truck.
It's going to be a good night.
I'm excited for this weekend.
I have, it's jam-packed.
But I guess we'll get in, kind of go into what's going on in the space and shit, which is not much.
It's fucking the weekend.
But Bitcoin puppets are true.
Not true.
Bitcoin puppets are up.
Bitcoin puppets are up.
Well, that was the most obvious thing I've ever seen in my whole life.
Do you think that possibly this kind of bid, because people that got airdropped R6 are now rotating their kind of airdrop into, like, the kind of the hot new ordinal, which is the Bitcoin puppets?
Yeah, I mean, that was all free.
I think we're seeing R6, like, people taking some profits on that, thinking it made it, you know, people that thought it was probably going to go higher and saw it dipping and saw puppets ripping, perhaps.
But, yeah, I don't know.
I actually picked up another R6 yesterday or the day before.
I had sold one earlier that I was sitting on it, like, why did I sell that?
So I ended up just buying back a little bit lower.
I got a Farcana box, bro.
Right on its...
Oh, yeah.
I saw that on the top.
Yeah.
What is that exactly?
Farcana's an ETH project that's coming out.
It's backed by Animoca.
They dropped...
They had a token kind of raised, in a sense.
They're already listed on Bybit on the ETH side.
And then they were expanding onto the Bitcoin ordinal side.
It's roughly about, like, three...
Well, not roughly.
It's a collection of 333 boxes.
Inside, there's kind of, like, a token allocation and, you know, anything.
No one else knows what's in the box.
So my bet was it was at, like, 0.2.
Hit its bottom.
900 bucks.
Animoca-backed token.
I think that I'll get more than 900 bucks from the token itself.
So in my mind, it was kind of a safe and no-brainer to just pick one up and just ride out the Animoca hype.
So it was free.
So for anyone that did mint or anything like that, and just to kind of put into context,
if you're thinking about picking one up, know that it was a free mint for those that did participate originally.
So, yeah, man.
Got to see that Animoca money on Bitcoin.
That's really what I'm excited for.
So a couple things that happened over, I guess, these last couple days.
Obviously, we've been keeping track, participating, and kind of monitoring the Magic Eden beta kind of experience, right?
I know a lot of us have the beta codes.
Well, Chartfoo and a bunch of the Magic Eden team are kind of saying that what if beta testers stayed special forever?
What if you receive some type of badge for being a beta tester?
And I can say that when the wallet first dropped, there was a badge that you could mint from inside the wallet itself.
It was a straight pop-up to you.
And it was just like, hey, beta tester badge one, beta tester badge two.
So I wouldn't put it past that they're going to use maybe these kind of badges as multipliers for rewards or some type of marking for those who have been here and kind of supporting them since the launch.
So once again, I would just, if you have access to the beta wallet, play around with it, right?
Transition to start using it for your daily stuff.
It can't really hurt.
But have a backup is my plan, right?
It is also a wallet in beta.
So there could be potential bugs and issues.
And if that happens, last thing you want to do is not be able to participate in a mint because you didn't have your wallet exported out or something of that nature, right?
And so just do yourself the favor of being prepared, but also utilize the wallet for these points farming.
So that's kind of something that I'm going to say.
Similar to Jupiter, when they first launched their kind of checker for the points, a lot of the people in the Jupiter community were like, bro, you're not supporting the people that have been here at the beginning.
And they recalculated the points and they gave a lot more of the distribution to the points to OG.
And you've heard over and over Magic Eden when the launch of this is like how they're like retroactively going to like reward people that use the platform to 2021.
So I'd imagine this badge will be like an OG role when the token comes out.
And you'll probably get like a, like you said, like an allocation just for having the badge itself, similar to like how Jupiter did it.
So that's kind of what I think.
I think you're spot on with like kind of OG, the badge is kind of showing you've been there since the beginning and you'll probably be rewarded for it, right?
Yeah, and I mean, they're on the timeline.
I'm not going to say like just bull, I mean, basically bull posting about the wallets and its future utility slash perks, right?
I mean, obviously this is a marketing push.
There are going to be bullish and say it's the greatest thing since sliced bread.
But with an incentive, kind of a nice carrot dangling at the end, it's a platform that's not new to basically anyone in the space, right?
I think that it has the makeup of having good potential in terms of past speculation, right?
To where we can expect something decent and not kind of just chasing the dragon rather than, you know, like the pith and all that kind of stuff is just speculation of a potential something.
I think at least with Magic Eating, we can count on them delivering to the point of they have too much market share.
A fumble of this magnitude would really put the nail in the coffin, in my opinion.
Yeah, and then pith, you know, pith's been going crazy.
People found, like, said, oh, there's a possibility of an airdrop for pith.
Let's stake.
The pith team came out with a funny-ass video yesterday.
It's kind of like the setting is heaven, and you have two guys sitting in lawn chairs.
One's Pepe, and another's a dinosaur.
And then you have God that's grilling steaks, and they're just going over like, oh, what do you want for your steaks?
I don't know, I thought it was funny, you kind of see, like, the personality come out on these other chains.
Like, you had never seen ETH motherfucker come out, a founder come out and do something like this.
But on Solana, like, they're very more open for, like, community engagement.
You started seeing other chains like Injective come out and start, like, promoting shit coins on their chain.
You've seen Avalanche, like, embrace, like, shit coins and call them community culture coins.
So I think it's kind of cool to see these other chains, the other founders coming out and say, no, we'll just make funny videos, and we'll talk about it.
And it's not, like, something professionally done that has, you know, 4K.
It's just kind of a funny video that goes viral.
So pin it up top.
Go check it out.
It's pretty funny.
And everybody's fucking freaking out about pith, and everybody's doing it.
So I don't think if you're going to be able to stake $20 a pith and get an airdrop personally, and I said this earlier this week, I think you need to possibly be in the top 30% to possibly be rewarded for some of this stuff for pith.
So don't think, oh, I have an extra $20 to buy a pith and stake it and get rewarded.
You're not.
You probably need, like, about $1,000 to $1,500 a stake of pith to possibly be rewarded this rumored airdrop and shit.
So just be aware.
Just keeping you updated.
But the video's funny.
Just wanted to throw it up there.
What up, Eddie?
What up, buddy?
Yo, good morning, guys.
So happy Saturday.
Always glad to talk to you guys on a Saturday.
Yeah, man.
I'll be honest with you.
Some of these airdrops, I think, are overfarmed.
Like, I think pith is starting to get to a point.
Like, pith and a lot of the other Solana DeFi ops are fairly overfarmed.
I think some people compare them to, like, Uniswap and stuff like that.
But correct me if I'm wrong.
I believe a lot of those airdrops back in the day on ETH, like, let's say E&S, for example, completely unexpected.
Like, no one knew that that was happening until all of a sudden there was money in your wallet, right?
So I think, like, I think people have done the math on some of these things.
And, for example, I think I want to say, like, MarginFi.
I think, like, MarginFi points, even if it's, like, a massive, massive success and the market cap is, like, a couple hundred million dollars, if not, like, a billion dollars, you're talking, like, a fraction of a cent per point.
So for the vast majority of users, this is, like, maybe a 20% boost at best on what you deposit.
So, I mean, it's, like, you know, unless you're whaling it and unless you're actually using it, like, just genuinely using it and not trying to farm it with small increments, it's not really all that worth.
Like, it's likely better to look at under-farm platforms, like, whatever that's, I think, like, Parcel, or even, again, I'm just going to keep preaching it because clearly it's not working.
Liquidium on Bitcoin, like, those are vastly better.
When I say Liquidium, even if you just put out one loan, there's, like, 200 to 300 users, period, on Liquidium.
And it's going to quickly gain traction as, like, one of the premier places for DeFi on Bitcoin.
And there's, like, 300 people using it.
I'm still shocked that it's so hard to convince people to actually get on that platform.
But, yeah, dude, like, looking across the board, feeling generally pretty good.
I closed some shorts today at a loss because, honestly, I do not feel comfortable staying in short positions right now.
Like, even when a project starts to show weakness, these rebounds are getting eaten up pretty quickly.
Like, I was even looking at Moonbirds at an ETH, and I was thinking, do I short these?
Like, because these things are still garbage, right?
Like, Moonbirds are still garbage.
Do I short them to go to 0.8 or even lower?
And I'm like, well, what if Kevin Rose announces that he's going to hand over the reins?
That just might be bullish in and of itself.
Like, even if he's going to hand over the reins to a donkey from a nearby farm, like, that might be bullish, right?
So, I'll be honest with you.
Like, I don't feel comfortable in many short positions right now.
I don't know how long I anticipate being.
And I'm just, like, I saw a tweet the other day, and I thought it was pretty spot on,
where they had felt, like, the person who tweeted it, I'm blanking on who said it,
but they had felt that this year, year 2024, is a year of chop and a slow grind up.
So, like, basically, longer, people who long on leverage probably going to have some issues
because there will be chops to the downside.
People who short heavily on leverage probably going to have some issues as there's massive chops to the downside.
People who hold spot and are patient will win, but people who hold spot and get frustrated out of their bags will lose
because the market always aims for max pain.
And the best way to cause max pain right now is to just take, like, as long as possible to get this pump rolling.
So, I'll be honest.
I'm, like, I have a slight bullish lean right now, generally.
But I'm not, like, I'm not sure going heavy into any single position is really the move.
That's kind of, like, where I'm at right now on this lovely Saturday afternoon.
I think you're right that the airdrops are getting oversaturated, so you got to be a little bit more technical.
And if you heard, it wasn't a rumor, it was actually announced that people that ran Celestia nodes for the past, like, year,
they got an airdrop of, I think, like, $50,000.
And maybe running nodes could be the next layer up instead of blindlessly farming these airdrops.
I just pinned up a video, a 30-minute video walkthrough on how to set up an eigenlayer node.
And that could possibly be something that not a lot of people are doing and aren't tech-savvy that will possibly get you airdrop.
They pretty much reward anybody running nodes and help them and shit.
And I would imagine you guys can find more of these.
I would even think that – what's the other hyped one that we've been talking about?
Fuck.
Maybe it is Celestia.
Celestia, I think you can use a Raspberry Pi to even – you can use your phone to run a node, I even think.
That's crazy.
I'm going to post up to the top about the Tia nodes real quick.
I think I found that post you were talking about just for a little bit more context for people.
Yeah, I'm going to bookmark that because I want to get involved there.
I want to get involved with the Tia, Monad, and – what's the other one?
Mantle?
Well, no, I don't like Mantle.
Those people are like rifting off of other people's success.
Bullshit.
But anyway, Tia, Barachain, Barachain.
Yeah, that's the trio.
That's the trifecta of the fascinating people's chains right now.
I'm kind of interested in figuring out what those communities are like to an extent.
But also, we'll note – so I was taking a look through – I don't think – yeah, I don't think any of it is – I don't think any of it is – yeah, I didn't have to sign any NDAs.
So anyway, the Blast docs for, like, the Big Blast competition, they – that's going to be coming out – so, like, I was looking through the Slack.
And that is February 16th is when the Big Blast competition comes to an end.
And February 19th is when they start judging.
So for anyone that's interested in any of the stuff that's being built out on Blast, in terms of timelines, I would expect to start seeing over the next – let's call it three to four weeks –
because most of, like, the bigger initial announcements come out, then they're probably going to announce, like, okay –
because the way that the Blast tournament is being held is people are applying, submitting, and they're going to be judged.
And then anyone who works on things is going to be receiving – like, after being judged, they'll be getting an allocation of Blast points,
like, sent to effectively an account of their choosing.
And that's going to be, like, how they –
developer points, right?
And, like, that's what the Big Blast competition is and how it works.
They're also doing a massive ongoing audit for White Hats to try and fuck them up, which is interesting.
But, like, for anyone that's interested in upcoming Blast protocols, there's about 200 people in the Slack working on things
and involved in the competition in one shape or form.
Some interesting teams that I'm aware of as looking to integrate Blast,
and will be joining as well.
So I'd be paying attention over the next, like, two to three weeks to the Blast account
because they're going to be tweeting out people that they're, like, outwardly partnering with
as well as people that they're, you know, fairly interested in.
And it's a pretty – like, it's a pretty massive grant, effectively,
that they're going to be giving out to developers that build on it.
So the competition is pretty heavy and all that.
What's the Blaster thing, Eddie?
I don't know.
I mean, I'm pretty sure you've heard or seen it.
A lot of people are signing up for it.
It's called Blaster.
I just pinned it up to the top.
I feel like I've heard it.
I'm going to wait for it to show up at the top.
I know that there are some people that are trying to do – we'll call it, like, leveraged experiences
in terms of, like, how you get your points.
I know that there are people that are effectively selling slash loaning out points that they've abstracted.
Like, people are really fucking degenerate with some of these applications.
We'll call it that.
Taking a look at Blaster right now.
Yeah.
Oh, the all-you-need dex to max leverage.
Oh, it's just going to be a dex that's losting on Blast.
That's all they have.
Yo, did anybody claim that?
Like, is it – like, listen, I'm not opposed to free money ever.
I'm just curious.
Like, did anybody, like, claim to know what your fucking, you know, free airdrop was?
Was it, like, worthwhile?
The Blaster one?
Yeah, because you've got to, like, put out a tweet.
Like, they're doing the same thing as when claiming your fucking original, like,
Blur airdrop where you have to, like, go through the steps and then you tweet it and then you claim something.
I don't know if anyone did that yet, but –
So, just for reference, like, for anyone that's afraid when they're claiming things, I'm serious.
Just download WalletGuard or Pocket Universe, and you don't actually have to, like, be afraid or ask questions because it tells you.
Like, it will tell you, hey, are you going to get fucked up on this transaction?
If the answer is no, then you can feel fine doing it.
I've been using it for, like, two years.
I've been using Pocket Universe for almost two years now.
One is.
All these claims and airdrops have geolocation fences around it.
So, if you don't get a prompt, like, a lot of us are from America.
If it doesn't say that you're uneligible, then it's a scam.
Like, if you can go in there and they're, like, asking you to send gas and stuff, it's obviously a scam because all this stuff is illegal in America.
So, you're going to get a prompt asking you your location and turn on your VPN.
So, if you don't get that VPN, it's an obvious scam.
Which, by the way, found out for the Blast airdrop that I was just talking about.
One, they're not, you know, they're not going to be rewarding any U.S.-based teams.
I mean, like, their entity can be in not the U.S., but they will not outwardly be awarding U.S.-based entities.
I also found out that the Blast LLC, or whatever, it's not an LLC, is meta-layer limited, and it's in the British Virgin Islands.
So, if anyone's wondering, like, where is Blast stationed, I guess, legally?
British Virgin Islands.
It's cool.
Yeah.
Straight tax evader central, bro.
I posted a Blast you're up top.
If anyone's interested on that, it's been kind of circulating crypto Twitter right now.
As Todd said, that there is a potential of a little airdrop.
You kind of got to go through, jump a couple hoops, make a couple posts.
But, hey, free money is potentially free money.
And just be careful, right?
At all times right now, it's just about being careful.
So, Webacy, Pocket Universe, any of these kind of wallet safety guards.
And then I think that MetaMask is also upgraded and even, like, on the Bitcoin side to where the wallet will show you what's going on.
But you have to read, right?
Putting these things on does not stop you from clicking the button twice and just saying, yeah, I understand.
So, please read the pop-ups, guys.
Make sure that you're not fucking yourself.
So, Blaster's up top seems to be one of the first Dex's wannabe Uniswap on the Blast L2.
So, couldn't hurt.
Could be an airdrop.
Could be something.
Could be nothing.
Just putting it on the radar as it's circulating right now.
Yeah, and if you guys have any questions about any of those, I have pretty decent access to a bunch of the people that are building out there on Blast.
So, just let me know and I will do my best to reach out to them and figure things out.
Also, try and get some access.
Now that I think about it, I'll try and get some access for a bunch of us here at the TDA to get early access to some of the stuff that's being built out there.
There's actually some cool stuff, like genuinely some cool stuff, some stuff that's probably bullshit, but that's everywhere.
So, just taking a look around and some of the people on the Slack are cool.
So, also...
Go ahead, Eddie.
Also, just one note, and this is also for Chief.
If any of you guys know any really good artists and you want to refer them my way, cough, cough, please do so.
Thanks.
You hear that swag?
You're a really good artist.
We're going to refer you to Eddie real quick in the DMs.
All right.
Another layer two that we all need.
More layer two.
That's fine.
But it looks like we got attacked by the Bitcoin puppets up here.
We got King Arf.
We got Danny.
We got Tout.
I think good things.
You have a Bitcoin puppet.
I'm pretty sure you probably do.
Swag does.
I do.
Chief does.
It's an official community Bitcoin puppet space.
The bag is officially free rolling now, boys.
Just call me Geppetto.
Just call me Geppetto.
So that's my new title going forward.
Geppetto.
Okay.
Well, I mean, the Bitcoin puppets are undeniable.
I mean, really give me MF.
What are they at right now?
Higher.
0.05?
0.057?
Higher.
That's it?
You guys are freaking out and they're only at 0.057?
Motherfucker, they went from 0.01 to 0.05.
That's like a fucking 5X in Bitcoin.
I know, I know.
But you guys should be holding your breath until those things are like 0.02 if you want
them to actually go nuts.
Eddie.
Yeah.
Listen, dude.
There's been a lot of losses over the last two years.
Eddie, we can celebrate the small wins, motherfuckers.
We're not selling, Eddie.
We're just fucking saying it's Polish.
Nobody's selling, bro.
We're just dancing on the Fedor's graves a bit.
You guys just need to recognize communities when you see communities.
This is just like the ETH motherfuckers' first time coming over to Bitcoin.
It's basically a bunch of MFers and Nakamigos and then they combined with some OG ordinals
like swag and good things and now it's just like, it's its thing.
We're celebrating an ordinance.
It's easy.
It was easy to recognize and I think the reason why it continues to go up because a lot
of people like with these projects, they kind of like, all right, what's next?
When you motherfuckers continue to raid spaces just like you guys did with Nakamigos, just
like you did with MFers.
Like it's the same playbook, but it's on ordinal.
So it's counterculture and this is pretty much one of the easiest trades if you were in
this space for the, during the bear market to see this coming, bro.
Like all the right communities.
And as much as I tweeted about the fucking titanium Cheetos, I didn't even, I didn't even
mint it.
I didn't even.
What the fuck is that dude?
What are those?
We mid curved it too.
That's what happened.
Yeah.
I mid curved it too hard.
Yeah.
Well, you know what happened?
I was trying to get the text that I can inscribe myself because I don't like to do it through
like those minting sites.
And I put the, I was trying to get somebody to confirm that the text that I had was right
and no one confirmed it.
And I meant it out.
Well, here's everybody.
I hope it goes way higher in my face.
I'm not selling off bags.
The FOMO in.
Well, on the, on the brighter side, Kingarp, I don't think I would have been able to fucking
mint any because a soft chill and I'm not paid by them.
At least not yet.
These motherfuckers liquidy.
I'm, I literally have like a million fucking puppets on there loading them out and a bunch
of motherfuckers that I'm giving liquidity to.
Who told you about that?
Yo, you might have a, you may have a request.
Go, go accept it.
You're definitely not going to get.
Dude.
Stop.
Stop.
Yeah.
Eddie thinks that we don't talk about liquidium because he comes once a week.
We literally talk about liquidium probably like three or times, three or four times a
week.
We had Miyagi on here yesterday with fucking swag and they're all trying to gatekeep and
say motherfucker.
We don't want people on here.
I want to continue my points.
I'm like, bro, the ethos of the daily alpha is to inform people.
You guys need to make a thread and get more people on this bitch.
Stop complaining.
But like, we literally talk about liquidium nonstop more than any other lending protocol.
We talk about liquidium, like all the fucking time.
So like, it's obviously a people that lived on it.
There's still on the leaderboard.
I gave out liquidity of emails from beta testing.
I need to fucking move around.
Chief, chief gave out a, I don't think you guys don't talk about a smoke signal on top
of a hill.
Like, come on guys.
Yeah.
The problem is early.
It's not that you guys don't talk about it.
It's that people don't listen.
Like there's only one.
You can literally look at how many total users they have.
It's like 350 right now.
1% of people are going to listen to you, bro.
I've been talking about runes since Casey committed and they still think I'm crazy.
I've been here for a year in ordinals.
Some people still think I'm crazy.
It's fucking crazy.
Yeah.
You can only bang someone's head against the wall.
Yeah.
Nobody else is going to listen until they're all here, bro.
They're all listening when thread guy starts talking about it.
When you guys get airdropped fucking generational wealth.
And thread guy's like, why did I not know about it?
Well, we've been trying to tell you, but you guys only listen to fucking thread guy.
Yeah.
Respectfully, bro.
You have to listen to that.
You told me the instructional links I posted looked like a scam.
There's a lot of stuff going on right now.
You have to listen to everybody, bro.
Some people are great top signals.
You just got to pay attention to them.
There's literally money starting to...
It's not raining down yet, but the announcements of money raining down are happening.
And there hasn't been an announcement for Liquidium yet.
Robin has been on our spaces.
He's been on, I think, Pew People's Spaces.
The co-founder of Liquidium talking about what he can't talk about.
And so until there's that announcement, MFers are not going to, they're not going to ape
in, you know, they're not going to.
So right now the alpha is go use Liquidium because there is only 400 plus people on there.
And like, it's, it's, this is, this is going to be a massive thing.
They haven't announced.
They didn't believe in us good things, but you know who did?
What?
I did.
God damn.
But no, I mean like.
The announcement of the airdrop, the announcement of the airdrop was the fact that
they got VC funding.
Like that's the announcement of the airdrop because the VCs, how do they get their exit?
They get the coin and that's how they exit.
So the, the, when they, when they announced their VC funding and aren't you guys getting
points?
Yeah.
Many, many points.
That's the announcement of the airdrop right there.
Anybody that's paying attention knows there's going to be an airdrop or something.
Right.
Like, but what I'm saying is like, you got, you got chart food down there, you know, and the
whole team of Magic Eden, which is honestly, I had no idea how active their fucking team is
on Twitter, but they're incredibly active there right now.
Yeah.
They've got like 30 people on all tweets.
Yeah.
No, they're, they're raining down codes for a beta, you know, beta testing their wallet.
And there's an announcement, uh, I think coming soon.
I think they, they tweeted that yesterday.
Right.
So like, there's a lot of things that people are looking at and the alpha is always to look
at, look at those things as well.
Like definitely can get one of those codes, test the wallet.
I'm going to be doing that myself this weekend, but like always want to look at where other
people aren't looking like that is the fucking money or look where people are looking.
Just be there first.
You know what I'm saying?
We've been beta testing the wallet going on what a week and a half to now.
So yeah.
Shout out to shark food and the team.
Show up to the TDA more often.
Good things.
You'll get a code quicker.
Jeez.
Chief is always just throwing it on the table, man.
He's like, I was sending emails to people.
I mean, we just keep it straight.
I just, I got receipts for everything.
You know, I'm one of those people.
I don't like to do too much barking.
We let the, we let the chain do everything, you know?
And, and I mean, especially now that we started recording our spaces.
Oh, I got receipts for everything, everything ready to pull.
So it's all good.
Yeah.
The best part too, is that the, the blockchain is public.
I don't think a lot of people realize that.
Dude, the blockchain's public ledger.
Holy shit.
That's literally the easiest way.
Not, not, not all of them actually.
Uh, what's his, what's his name?
Naveen is working on a privacy centric blockchain.
And it's, uh, they actually, I think just announced that it's looking to go live soon.
All right.
You're actually curious that there is, there are privacy centric ones that are launching.
And I think this one's called Tari.
So whenever you hear, whenever you hear Naveen talk about this, that's why.
But I hope you got what the main point of that was Eddie.
I agree.
There are definitely some privacy solutions out there.
All right.
I did.
I did.
I just use it as an opportunity to bring that up.
All right.
Let's get back to a little structure.
Let's get back to a little structure.
I don't have any bags there.
I'm going to PTSD, bro.
Steven has, Steven has his hand up.
Let's go to Steven.
Let's let him provide some value.
And then we'll you guys, if you guys want to talk over each other, you guys can start
your own space.
But if you want to talk on the DDA, put your hand up.
We'll get right to you.
I swear to fucking God, we'll get right to you.
But for listeners sake, for the 200 people listening, they can barely hear your ass when
you talk over each other.
So trying to make this space as easy as possible to listen to.
So let's go to Steven.
I'm going to bring Bongo up here because I'm going to kick him in his ass and then we'll
get on with the rest of the alpha.
Well, GM, everybody, hope you're having a great day.
I got to tell you, I'm coming off a very good week and I'm feeling some type of good
this morning because I've had lots of feedback on calls that just were coming right
out of the cut on Monday morning, just getting people art wins this week.
So I am feeling good on a Saturday and I'm here to tell you, I'm not fucking done.
I'm not stopping.
It's not happening.
So if you have any interest in learning about the next Art Blocks curated drop before Art
Blocks posts about it, I'm going to go ahead and pin that to the top.
Well, get into your win, Steven.
Like want your nuts, like throw your nuts on the table and tell them what you called on Monday,
bro.
Let everybody know.
I was going to say in the, in the, in the art mint list on Monday morning, we had the
Solana drop, uh, from pop punk, which went apeshit.
Didn't call it on the show, but it was there.
Um, also had, um, Alamo on, um, earlier in the week, told you guys about the Japanuary
drop that's performing on nifty gateway right now.
Pretty damn well.
I made a call about an artist who posted on ordinals that I can't talk about because he's
asked me not to.
Um, then you fucking called that when you, I said, well, who spent fucking seven K on
eight pictures on the ordinals.
And you're like three seconds after looking at that's, I'm not going to say the name.
Yeah.
That's that.
Yeah.
It's, you know, this shit, this is crazy.
It's been a week I've been tapped in, man.
So, um, I've got that, I've got that new art, art blocks to drop for you.
Um, honestly, it's, it's a drop that I've been tracking for a while.
Um, and I didn't know that.
Oh wait, that's the one that you were talking about the other day, Steven?
Um, no, not, so no, not that one.
This is, this is like brand new.
Oh, right.
Separate from vivid, but the one that you were kind of alluding to.
Yeah.
So the one on the one that's coming to vivid is still a big call.
I do believe in that drop big time.
Um, Oh, Jesus.
I'm dropping the name cyber C and that drop is going to be insane.
But this drop up top, um, he's been teasing this art for, it feels like two years.
Like I, I remember he was the first generative artist that I ever minted.
I minted him back in December of 21.
And I've just been following his work cause it's really, really good.
And he's, I would say like as methodical about making sure that his art is at the highest
possible caliber and tier that it can be at before he ever rolls it out.
Um, and I think that the fact that they got him on art blocks curated for this drop is dope
for art blocks and it's even bigger for him.
It's a huge, huge step.
So, um, yeah, that news will be coming out of art blocks probably sometime soon, but you
guys have it here first, the TDA.
That's where we get the wins.
Right.
Um, besides that, yeah.
How is that actionable?
Like, so what, what would we have to do?
The big actionable thing is it's actually something that you can put on your calendar right now
and start being ahead of everybody else who's going to be chasing it.
Um, you can also go study up on what, what actually makes this guy worth following because
straight up people just go in and it shit and think that it's just a flip.
It's not like with the art game, it's about knowing who exactly you are, um, getting behind
and determining whether or not like they're, they have the staying power that they're going
to be around for a really long time.
And if it connects on a deeper level than it just being pixels.
So to me, I would rather have more time preparing for an art blocks curated drop and getting
to know that artist than just whenever they decide to roll out the announcement, because
for some of these other announcements, it's been very thin.
Like we haven't known, um, but you haven't had any time to like actually get to know the
artists behind the scenes unless you've known them for years.
So to me that that's a good solid art alpha right there.
Um, in terms of just being able to prepare yourself and get right in.
Cause most of the people in this room, I promise you this we're all DJs, right?
So to have time to actually prepare for something like this and start to understand that market
is just a huge deal.
So I would say that's very big.
Um, and I think I've got a couple of others for later in the show.
So I'll tease it out just so that everybody here can, uh, stick around knowing that there's
going to be more art alpha later.
So that's what I got for you right now.
This dude must host spaces or he must've hosted like a, a reality TV show where they
clip hang you right before the commercial like that.
That was perfect.
Steven next day tune.
Ha ha.
All right.
Uh, we'll go to gambler and then we'll say what's up to bongo.
And we'll go from there.
What up gambler?
What's good.
Excellent.
Good chief.
Uh, happy Saturday gang.
Uh, I thought I'd pop up with a few updates on the say blockchain.
Cause I know some people are interested in that.
And, um, yeah, I've been giving updates these last couple of days.
So, uh, on that outlines meant that I had been calling these last couple of days, it actually
performed really, really, really well, a lot better than I thought.
There was like, I was telling people, if you can get one under 50, say it's a good entry.
Like there was none listed under a hundred and which was still turned out to be a good
entry.
They ran up to about 300 say they're chilling just over 200 say now.
Um, so they did well again, that was like one of the, they're saying one of the first,
I mean, they were definitely one of the first.
I don't know if they were the first because we were talking about say Topia.
They had some of the art, um, quality there as well.
So we're seeing more art pop up, you know, art, art pop up on the say network.
Uh, a few updates on the floor prices of top projects, outlines at two 20 say top in
volume.
We bump, uh, blew past 3000 all time high is now 3158, which is just over 2000 USD.
Sands at eight 25, just over 500 USD.
Uh, and colony at nine 89 say, which is just over 600 USD.
Um, yeah, that's about all I got on say, I'm not watching for any other mints right now.
I got one for you.
Gambler.
Now that outlines kind of fucking just going to start.
I think like show that say can do hype mints and people want them.
And there's demand.
There's this new project that's called the rabbit project.
I don't know if you've seen it, but it kind of looks like a clash of clans kind of game.
Um, with rabbits.
Uh, I don't like, there's not much known about this project, uh, but it is going to be a
5k project.
It's the first idle game on say it's called down the rabbit down the rabbit hole.
It's a video game company.
They have a discord already set up for you to go in.
Um, I guess some, um, I just think with outline success, you're probably going to see, you
know, other, other games and other things start getting more hype.
This is going to be a 5k supply and there's no price, but there is a discord.
So when you get in these early projects, you want to put notifications on getting the discord
start grinding.
I think this one's probably the next one up.
Uh, cause we, there is not like really a metaverse or game out on say, but this one's pretty hyped
and it has good graphics and kind of looks like a cash clash of clans.
And I definitely think there, since it's an idle game, there possibly would be a token
too.
So throwing this on your radar, it's early, early, there's less than 10k followers.
So I'll get in that discord and put notifications on.
I think it will be a good one to grind on.
I'm actually, I'm actually in that discord.
Um, I'm grinding for whitelist.
I wouldn't have known the name off the top of my head, but I recognize the logo and I'll
say one more piece of alpha, which kind of applies to all blockchains, but it's really
real here.
And say is like, if you can get into a group, a notable group on say, which I'll name a few
the, the say cabal, the, the say central led by NFT llama, a wee bump.
Uh, I think Sands are cool too.
Uh, a colony, any of those top, say Topia, any of those top projects will get you really
good whitelists and a lot of the same overlapping whitelists.
Um, and in order to participate, especially if you have like, not the biggest budget, which
is kind of counterintuitive cause you got to purchase first.
But if you have a lower budget, getting one of those is a really good thing because it gets
you a lot of free mints, which most are trash.
Um, but oftentimes it'll give you more opportunity to either mint something free and make money
or mint it early and make money.
So, but the, thanks for that alpha espresso.
Look out for that.
Yes.
To, to, to cop one of these, like, I guess you would call it like a blue chips.
Would it not be worth the investment in terms of, I think we mentioned this early with
Doge too.
It's like when you see the emergence of these necessarily new chains or ecosystems.
I mean, headlines are being made when someone buys an asset for 500 bucks, right?
Not to discredit that amount of money, but when you convert that to other ecosystems, right?
No, one's going to post right about having their assets or, Hey, this was a big buy for
our ecosystem for a little $500 buy.
Now when these ecosystems are emerging or new or novel, right?
You get a chance to not only establish yourself as a potential KOL or a predominant player in
the space, but it's kind of like a, a flex.
Like, yo, I'm here.
I want to participate.
I decided to do so by copying, you know, one of these, whatever.
I just think that when you have the emergence of ecosystems, the champion market becomes open
and very few people really slide into that being a brand champion or an ecosystem champion.
But the ones that we have seen fully emerge and take that on, I've had really great success.
Right?
I mean, you look at easy, you look at all these other people that, I mean, even NFT llama now decided to, he was
retired, came out of retirement to go be a say maxi or whatever the fuck.
Um, and, and kind of just dominating the say side, which that was, that was crazy.
But like, that was a crazy six week move for him to be like, I'm done with crypto.
I'm walking away.
Have a good life guys.
And then to come back and be like, I'm insane.
Well, that's the thing about it.
It's one of those people that when you, when you think about it though, Eddie, it's, you
don't go to practice every day.
Right?
Because.
You know, you're expecting to hit a homer every day.
Right?
You go to practice every day for when you do hit that homer, you know how to execute.
Right?
You know how to move, you know how to move on the triple.
And so that's a lot of things that these content creators or us just as participants.
We sit here, we show up every single day.
We do X, Y, Z.
But when the break comes very few of us lean into it and say, Hey, look, there's an opportunity.
There's a break.
This is what I've been waiting for.
Right?
We, we kind of take the fame or take the, the growth and just let it pass us by in a
sense.
Lama's good at executing on opportunity.
He saw the opportunity.
He assessed the ability of becoming a, you know, thought leader and a first mover and
took the risk.
And so I just think that on the say ecosystem, if how, how gambler was saying five, 600 bucks
to get a blue chip, shit, dude, go buy two, go make the headlines, go be that guy in the
say ecosystem or in that community.
And now you'll get your investment back two or three times just from whitelist alone.
So just throwing that out there.
Dude, I'm saying, I'm saying last week, literally last week, or maybe the week before, if not
last week, you could have took one ETH, .05 BTC, whatever chain you're on, one ETH or .05
BTC and picked up the three, one of each of the three top projects on say for about that,
that cost.
Right?
The colony was, was under a G. It's right around back to about a grand now.
And, and sayings were like 200 bucks.
I mean, I, I papered a saying at like 200 bucks cause I didn't like all the saying derivatives,
but anyway, now they're at like 800.
So a little more expensive now, but yeah, we're talking, you know, in ETH terms, this is
like, we talked these, we talked about, these are, these are prices for ants.
Um, so yeah.
And then the last thing I'll say is like, we talk a lot about getting ahead of the narrative,
right?
You want to get your bags and then you want the narrative to come to you.
You don't want to be chasing the narrative.
Um, you know, when you get in on these early ecosystems, it's, it's, it really is the benefit
of getting in early.
I mean, we're out here like hunting for free sales and, uh, chats and all this stuff, but
you know, there's, there's a lot of opportunity I'll say right now.
So looking forward to keep, keep watching it grow.
Yeah.
With our early ecosystems, the, the ecosystem pumps off stuff that wouldn't typically pump,
uh, prices on eat, right?
Like just having, uh, an influencer like llama and cool times talking about it.
People will use that as like cloud or use that as like a narrative of why say is up and
coming because we have these influencers on it.
And I think that's kind of the reason why you saw a bunch of eat motherfuckers move over
to the say, because they couldn't pump it anymore.
They couldn't pump their mean coins.
So they found a new ecosystem where they can, they could text something or put something
on Twitter that will pump the floor prices.
So it's like, it's pretty simple.
Why they moved over there?
Cause they, they couldn't, they didn't have influence on anything more.
They're trying to reestablish that, you know, we have influence over here now.
Um, but that, yeah, it's pretty, it was pretty simple to see all that, but, uh, let's go
to Bongo and then we'll say what's up to Eddie again.
And then I got some more outfit for you.
Go ahead.
What up Bongo?
Yo, what up?
What up?
Let's not talk to Eddie too much Eddie for the day.
Um, we released a bunch of stuff with hashtags yesterday.
We'd love to give you guys the, the rundown chief.
I think you're going to like it.
You ain't even, you, you said hello and started shoving information down my mouth, bro.
I mean, act like you've been here before.
How are you?
Go ahead, Bongo.
How's your day?
Uh, we weren't here yesterday, but we informed the whole space about hashlings and your,
and your information.
So I know you don't show up every day.
You just use this, the shill hashlings and you leave, but yeah, let everybody know about
a hashling Bongo.
I do show every day, at least as a listener, but that's becoming, you show up the thread
guy space every day.
You don't show up here every day, but go ahead.
Oh shit.
Oh shit.
Um, look, you know, that was crazy.
You know, my DS with your espresso, you know, you know, I love you.
Um, either way we, we announced most of, you know, about the first batch of minors that
we'll get in the hands of the community.
Uh, and what we did is that we turned those minors into pretty much originals and that make
us way more flexible with what we can do and what the community can do.
So you still need to meet the condition of having your hashling and your new or, you know, and
I'd speak that our artists design and draw for this drop.
You still need to meet the condition of having those two teams in your wallet at the same
time to go to our token gated platform and start mining BTC.
But now they are NFTs.
They are originals.
We made them way more liquid and we also introduced tiers.
So instead of having, uh, one ad speak, a common one, you can have a rare one that equals two,
uh, two reads pretty much.
And we, we have a one of one that we're introducing in this batch just for our biggest holders that
equals 10 minors.
So if you can use your imagination, you can see a future where we can, where we keep adding
hash rates and minors, and we keep making these different tiers and ad speaks with different
artists, different designs.
And, uh, we have now ways of gamifying all that.
That's pretty much a TLDR.
I don't want to take too much out of the space.
No, that's cool that you guys, cause that was the issue beforehand, right?
I mean, the hashling was your spot on the rig, but there was no real way to kind of separate
the actual miner from the hashling itself.
I mean, it was something that I'm assuming beforehand was all going to be done in on the
backend.
And so now you have the ability of still owning the hashling and just selling the miner out,
which in a sense could be, Hey, this is the mining rewards that'll come from.
This period or whatever it may be.
Right.
So you kind of split it up.
I do, I guess, wonder, is there some type of balance system to where only, um, hashlings
can buy picks or only hashlings can get picks to where picks become valuable because there's
a finite supply in a sense per pick, or how does that work?
Yeah.
Um, I mean, once they are in the hunt, in the hands of the holders, it's basically the
free market.
So they can do whatever the fuck they want with it.
They're going to be able to list it on magic hidden and sell it.
And if you are known holder of hashling, see an opportunity holding miners, you can go ahead
and buy that and just hold that.
It's up to you, up to the holders.
But you still need a link to be on the rig.
Right.
Even though let's just say I have a miner, I can't say, Hey, put me on your, can I realize
that rig?
Yes.
When we sell the fleet.
Okay.
Um, yeah, you have to hold until that point because we are on a contract until, uh, 2025,
even though we can sell it whenever we choose to, we just have to pretty much get someone
to buy it.
It's a good position on that end.
Um, but it, if you are a new holder and you want to start mining Bitcoin, it's the easiest
way possible.
You get a hashling, you get an ad speak on the secondary market.
You go to the dashboard, to the website, you pay the electricity bill for the month and
you're mining Bitcoin.
Just like that.
So we decrease the amount of friction between getting to mine and yeah, just starting to
mine pretty much, which is pretty cool.
And the, the ad speaks are just available for hashlings.
They are the only ones that can bring access into existence.
Um, this first job.
Well, we've been getting, uh, we, yeah, we've been getting people in a list.
We have like over 500 people waiting.
We have a bottleneck right now.
Uh, we are getting rigged to the first 200 or so people.
Uh, and keep in mind that some people will be able to buy ad speech that equals.
Two reads.
So they're, they're getting more out of it.
Those are more reads.
Um, but we are, we're giving like 200.
Now there's a lease.
We've been collecting wallets and making kind of like a, yeah, like a priority list.
And, and right now people can sign in for the third batch that we're going to have.
And those ad speech that they're going to be minting.
This initial supply will come with different rarities and, you know, tears within the, the, the collection.
And it's cool that we made it an original because now it allow us to gamify everything and also have fun with it.
Like the people participating in the first batch guys, this is, this is the first one.
And this is the art that you guys are getting for doing.
So when we decommission this fleet, we have an endpoint using recursive where the ad speech is going to be turned off and it's going to become a relic.
Something that you can hold in half as you participate in the ecosystem.
That's dope.
Um, I guess I, this doesn't really just, I just came up with this thought and I, I like, I might be off my rocker and maybe chief, you can set me straight or good things or anybody that's Bitcoin that knows Bitcoin.
I think the cool thing about Bitcoin, and we've seen this with Trevor's project and we've seen this multiple times where you could put computer cramp, computer gram or computer programming on inscribing on the ordinals.
So like, so you could play like doom, you can play super Nintendo emulator.
And I've been looking into doing nodes and I go onto these gift books and it's a lot of computer gram, uh, computer grabbing.
I can't even say, I guess computer programming code, computer programming code.
Could we inscribe like node computer, computer programming code on the ordinals and, and like be able to run a node off ordinals itself.
I know I just kind of fumbled a bunch of words, but not in a sense.
No, because I mean, technically yes and no, because you can do it to where you can write the code and you can have a hashing equation, but there's nowhere for it to pull power from in order to process and run continuously and, and do that.
So it's, it's, it's yes and no, you can do it, but it's not necessarily that you'll have the ability to have hashing power or even mine.
Yeah.
So what's happening when you see like something like doom or, you know, any of the, any of the code that is being, you know, ran from Bitcoin, basically Bitcoin is just storing the code.
And then you have like, you have basically a front facing apps, like a, like a browser or viewer that is actually executing that code.
So the codes, like these are a lot of the code that's being uploaded to Bitcoin, you know, in the ordinals ecosystem is just like HTML files.
And then those HTML files are being rendered in a browser.
So the browser and the machine that's hosting the browser, like your own computer, that's actually the compute resources there.
Like there's no, there's no actual compute resources running on chain on Bitcoin.
Gotcha.
I knew I was thinking, cause I was like, someone had already done this.
I can't be the only one.
Yeah.
People.
I was kind of curious how people have been talking about like, Oh, we can put an AI on Bitcoin.
Like you can't like, it's not happening.
It's not happening.
Like Bitcoin can store 200 gigabytes per year.
Like that's kind of the extent of like, it's computing power.
Like.
What about Dogecoin?
Uh, I don't know enough about Dogecoin.
Dogecoin is a fork of Bitcoin, but yeah, I would assume.
Well, they put the whole, cause I know there's, they, they just put Doom on the very Doge Labs, just put the full Doom game on Doge.
And I know that they did that on Bitcoin, but it's not the full game.
So they definitely have more space and shit and speed up there, I think.
But it's still like, I don't, if it, I would have to look into it to be honest, but I would imagine since it's a fork of Bitcoin, there's still no compute on chain.
So what you're seeing is just code being stored and then rendered somewhere and probably, you know, ran somewhere else.
Gotcha.
Gotcha.
I'm glad that you brought it up.
I had this thought and I was like, dude, we should do nodes on Bitcoin.
And then you guys kind of talked to me that, yeah, it's not possible.
So I appreciate it.
One thing I want to mention just before we get back to the Eddie show, which I enjoy, by the way, Bongo, you guys were talking about NFT Llama earlier.
And just for people who don't know, like this dude was like the first guy I saw when I came into NFTs in September 2021.
And I was like, oh, this is like another, this is like a miniature Justin Sun or John McAfee.
Like this dude is a notorious, like, I don't know.
I wouldn't follow anything this guy says.
If you want to make quick buck on, on say, cause of his calls, that's cool.
But he ran like, I think one of the worst operations of the last two years on Ethereum.
So I just, I wouldn't follow him at all.
Yep.
Fucking Llamaverse, bro.
That was the big one.
Yes.
Bro, you remember when it was eight?
Yeah, I was about to say, they ran up to all the way cause he was dropping something with spit utility and all this cool shit was supposed to happen.
Spit token, dude.
Spit token.
And nothing happened.
And then it free fell from fucking 80.
In fairness, they were also at least in part cucked by Microsoft with what they were doing with Minecraft, which was also hilarious.
He got cooked twice, Eddie.
He got cooked twice.
He got cooked on NFT worlds.
And then they signed with another studio to make them a world and a metaverse.
And that guy gambled all the money away.
And then he just gave up.
He was like.
Which is so fun.
Like actually so fun.
I'll be honest, dude.
I am, you know, not, not fully trusting of his activities until proven otherwise.
All right.
Before we get to Eddie, I'm going to throw some alpha out here.
We all have been pointified.
We've all been, you know, airdrop farming left and right.
But this is a pretty good one where it's pretty much guaranteed that you're going to get something for participating.
There's this new decentralized trading platform called GRVT, the next generation hybrid derivatives exchange powered by ZK Sync.
This basically is like a DYDX built on ZK Sync.
And they have this dashboard.
So none of the trading is actually live yet.
It's coming soon.
But you can get inside of this dashboard inside this GRVT ecosystem and get these raffle tickets.
So what you do, you have to be invited.
So I put the invite leak in this post.
You get in, you get invited and you basically put your email in and an invite code will be there for you.
And then you enter.
They have a few tasks.
They only have three tasks available right now, but there'll be more tasks.
You could see for yourself, putting on the dashboard, possibly trading this and that.
So you'll connect your Twitter and authorize it.
We'll get your raffle ticket.
You follow GRVT, you'll get a raffle ticket.
And then you refer your friends in and you'll get raffle tickets.
Well, these raffle tickets open, give you a, a, a, a.
A chance to reveal the ZK sink mystery boxes.
So each raffle ticket, you'll be able to reveal.
It'll shake it up similar to like the, the blur boxes.
And then there's rarities to these pockets from like a boxes from legendary to common to uncommon.
And the rumor is that the ZK sink mystery boxes will be filled with ZK sink tokens or whenever the, it comes out.
So it's pretty, it's like you get boxes and they'll be filled with ZK sink tokens.
So it's not like you're farming these points and, and doing that.
You automatically get three boxes for signing up, connecting your Twitter and referring your friends.
I got a legendary box and two uncommons.
But once the trading platform goes alive, you'll be able to get more raffle tickets.
And every time you hit your quota, I think you get two friends.
You can invite every day.
You'll get more raffle tickets and you'll just keep spamming that reveal bug and get more boxes.
And you'll get ZK sink tokens when they come out is from my understanding.
So no one knows, no one's talked about this.
You're, this is the first time you've ever heard about it.
But my invite leak, my invite leak is below the post, join, sign up, invite your friends.
And then, you know, reveal, use your tickets and get more boxes and you'll get ZK sink tokens when it does come out.
So just thought that was useful.
We're all here farming points.
We don't know what the points do.
Maybe the points don't do anything.
This one basically has these mystery boxes that are pretty much confirmed to have ZK sink tokens in it.
So just, you know, get on there, play around.
And then when trading goes live, also participate on trading.
And I think everybody in this, in this space needs to have some kind of trading protocol, leverage trading protocol for this bull market.
This is where you make a lot of gains.
I know it's more risky than spot buying, but it would be great for you to be able to maybe two to three X, you know, a position that you're bullish on.
And, you know, that's going to go up based off like a technical analysis.
So just throwing it out there.
This is an alpha show.
You probably didn't know about it.
So just a new opportunity to get some ZK sink tokens if you haven't got them.
Real quick, before we go to Eddie, just added something to this.
I know a lot of us are farming beer chain.
Take this with a grain of salt.
Someone said that they have basically found the requirements in order to qualify for the beer chain airdrop.
I pinned it up to the top.
Apparently, there's a couple requirements, right?
Obviously, all of us have interacted with the faucet.
I'm not sure how much the truth that you had to have ran a node for three plus months is.
But a little thread up top.
I know that.
I mean, I'm doing this.
I have a little timer on my phone every eight hours.
I come in on two or three wallets.
I go and at least get the test net tokens.
So something that we've been talking about as well is stacking up these test net tokens as more and more protocols launch more and more people want to use it.
These faucets are going to be in a sense unattainable right or always busy.
So having these tokens test BTC test beer or whatever it is allows you to for one participate when these things launch and allow you not to be chasing that faucet or on that eight hour block.
So just something to keep in mind, even if you're not actively farming this daily or whatever it is, hit the faucet every time you go to your PC.
Every time you remember, go add to one of the liquidity pools.
You can passively do a lot of this airdrop stuff.
Right.
But I mean, it takes a little bit of time and being intentional and you can knock it out in an hour or two.
Right.
So just another resource up top on the bear chain.
But go ahead, Eddie.
No, no, no.
Let's start the trail.
And then we'll get that because that is going to be like, it's going to pace himself.
He's going to use all the big words and it's going to take five five minutes.
But trail probably has something that'll be quick and short and sweet.
So go ahead, trail.
Jim.
Now I feel like I should take my time and say like genuinely.
Yeah, I know that bitch.
I'm just, you know, I actually just came up here because we are giving away some whiteness spots in the comments.
So if you haven't heard about Ordinal Hive, we have three whiteness spots for their test net.
Ordinal Hive is essentially building like the first pro trading platform for Ordinal traders.
So pretty easy.
All you got to do is follow their profile and then like and retweet what I just paid.
Wait, you're giving that out?
Can I?
Yeah, we're giving them out.
I didn't know that you worked with that.
Yes, Eddie.
We have some extra ones for the team.
You showed up today.
So you just won.
Let's go.
Congratulations.
Let's go, dude.
I actually really wanted to check this out.
He works for the team.
He's the collab man for TDA.
We leverage.
I know.
I know.
He doesn't work for him.
He works for us.
I am messing.
It's messing.
Work for the community.
But yeah.
So shout out to Ordinal Hive.
They're building up the test net.
You know, we have some spots for the giveaway right up here that we've pinned up.
But we'll also be giving away some internally to the community and to the team as well.
So obviously you'll be first in.
So you'll be giving some feedback to them.
So just wanted to pin that up to the top.
And then we also have a couple more giveaways in this court this weekend, some Ordinal base,
some Solana base.
So if you're in the discord or in the chat, you'll get ping for that.
So just a heads up.
Trill, why don't you pin up a discord link up top for people that want to get in or don't
know there even was a discord.
Can you do that for us, my guy?
Yeah.
I think it's blocked.
I turned off invites because when I was passing out magic eating codes, a bunch of fucking
randoms were coming in there thinking shit was sweet.
And yeah, I was just having to tell them shit wasn't sweet because I was manually giving
the codes out.
So they had to open a ticket and talk to me.
So yeah, I turned off invites.
I'll open them up again.
And I think we have maybe two to five codes left.
And I'll do it.
I'll get Trill to run an open raffle for the last magic eating codes.
So shout out to magic eating and the team.
It's been a pleasure working with them for the last couple months.
So while it's dope.
So just let me know when, when, when you turn it back on chief, and then I'll post it
up to the top.
Good boy.
All right.
Yes, sir.
Give.
You're safe out there, dude.
All right.
Give, give, give.
Your turn.
I know you've been waiting your whole life for this opportunity.
So don't blow it.
Go ahead.
Yeah.
Easy work.
I fell see.
I actually low key think that that's becoming at least more established.
Like they've, they've survived long enough.
Um, and I'm moving enough volume.
Um, and I'm moving enough volume that it's fairly interesting.
And I'm going to start watching FLC is like both the marketplace and a token, uh, for,
for mid to longterm type stuff.
They are currently sitting at like a 400 mil market cap.
Whereas blur, which yes, just to be clear, blur is a vastly bigger opportunity at the moment.
It's sitting at, I think 1.6 bill.
So from, from the ETH marketplace perspective, um, it's fascinating.
And it's fascinating.
I will note, like they are actually getting pretty ridiculous amount of volume because
of their pairings.
So they, uh, and, and they also work with a lot of other protocols.
Like basically flooring is going to be, well, floor, not what floor works with wasabi and
wasabi works with arcade and all three of them kind of work together to an extent.
So you're having like this, this multiple way war cause they're effectively teaming up to
battle against blur in a sense.
So this is all going on.
Um, and I will say like the ETH marketplace war is starting to shape up, uh, between blur
and of course their last, their launching blast.
And we'll see how that, how that plays out versus, uh, versus floor and their ecosystem.
And then now also soon to be match Keaton, which they're purporting to be like the heavily
royalty enforcing of the three.
So we'll see.
Um, yeah, I just, I would pay very strong attention to how that marketplace battle shapes
up in like the EP go outside of that.
Um, yeah, just follow Espresso and chief.
And if you don't have notifications on for them both, you're making a mistake.
That's it.
And I'll just zone out and picture Eddie dancing to that music in the background.
During that, uh, spiel.
I'm doing abs.
Just very calmly like dancing and just like speaking in the most calm manner ever.
Like some fucking yoga dancing.
I'm, I'm doing my workout.
So yeah, we need one of those too.
We need a workout thread or workout.
Oh, Oh, actually also, you know, since there's 270 people in the room, I'll just shoot out
another reminder.
If anyone knows or adds references to decent artists.
Let me know.
Bro, everyone's an artist.
Your DMs are about to be fucked.
Um, Oh, there goes Espresso.
Espresso.
I pinned something up to the top.
You got to hit up bunny and double eight.
Yeah.
Yeah.
We'll get X back up here.
You're probably rugged out.
Eddie.
Win.
Win wait list, Eddie.
Immediately.
Yo, Eddie, teach me.
Yo, y'all are giving me PTSD.
Don't make me walk across the room, please.
Let's just keep the ball rolling for the listenership.
At least something happened over the last 24 hours.
Someone dropped $260,000, uh, almost $70,000 actually, um, on JPEGs, right?
So we got two punks that sold.
These are the Bitcoin punks.
Um, and effectively moving the floor price from 2.8 Bitcoin automatically up to 5.8.
So my man's already in the wind, but Vambadas.
Um, I don't know if anyone knows who he is.
He was big in the.
Probably Kukul.
Yeah.
I mean, I don't know exactly.
I know he's been around and he's big in the, in the coin scene.
He was big on the friend tech, um, and kind of these new, I wouldn't say meta protocols
or these new protocols that are popping up.
But yesterday he kind of went on a buying spree.
He also bought himself an OMB.
Uh, it was interesting.
He's like, everyone's saying that puppets are the m'ladies.
I don't think they know what OMB is.
Um, so he went out, he copped himself an OMB.
Also mentioning that OMB is slowly and quietly move themselves up to over half a Bitcoin.
I think they're sitting at 0.55 now.
So GG does ZK in the team, but yeah, man, uh, pretty substantial, uh, injection of capital,
right?
My man wasted about, or not wasted, but invested roughly about 300 K yesterday from the two punks
and the OMB.
So as ordinals are heating up, man, we're going to start seeing these big kind of catalyst
moments that are definitely going to be eyeopening and maybe not so much, uh, move the needle
immediately, but I guarantee you people are asking him questions.
Uh, his friends are wondering what it is, you know, and other people that are around that
follow copy trade or whatever are now kind of curious.
Like, why is this man spending a house on these?
What, what, what's special about these versus the puppets or versus anything else that I've
heard on the timeline, right?
Cause you don't hear about the punks on the timeline.
So it's something like that to where I like the discovery that's going to happen from
this move.
So shout out to him and his, his, his acquisitions.
Short, short term chief.
I will know like the door knows he thought it started to move up at least like on a short
term run.
I don't know how strong it'll be, but I'm starting to see things like, um, OMB is showing, showing
some pretty damn strong strength.
I think they had pretty damn strong strength.
That's funny.
Um, I think they had like a handful of sales yesterday and moved pretty quickly.
I know a bunch of people that have been waiting to get in.
Just were like, I will, we're done with waiting.
Let's pull the trigger.
So that was fascinating to me.
Now all that needs to say, you know, at least short term, like for the next week or so,
it's pretty interesting and likely good market conditions for, uh, for the cats.
Yeah.
That's the one thing though, as we talk about cats and we kind of transition into that's
the next catalyst.
I mean, can you have me back as cohost?
Yeah.
Uh, I, we don't, we don't know what's coming next.
Right.
And that's one of the things that I want to, you know, in setting the, um, stage after cats,
after not necessarily the liquidity leaving the ecosystem, cause it'll be re put back into
Bitcoin.
But think about participants wise.
Right.
I mean, a lot of us have gone through ordinals or dead faces once or twice.
And it's just, I would play and be weary as I think that we're approaching another ordinals
or dead phase.
And I don't see another catalyst on the horizon after cats, at least not immediately or short
term.
So pack your bags accordingly, but also try to stay liquid for opportunities.
Chief, was that a play on words when you said catalyst?
Um, I'm just trying to make sure, you know, I thought that was clever.
Yeah.
He, that was a play on word for sure.
Yeah.
Let me accept this.
He didn't find that funny.
No, it was, I guess.
That joke.
I think I accepted it.
Yeah.
Let me walk across the room, bro.
Let me go with add X as a co-host.
Let me, let me, let me throw something up here.
It's happening.
It's basically updated, uh, something updating on X and I learned about it this morning.
So X, Twitter and BetGM joined forces to transform platform into a premier sports betting hub ahead
of the Super Bowl.
So X is set to become a sports betting hub by partnering with BetMGM aiming to display sports
gambling stats on the site just ahead of the Super Bowl.
The deal involves a new feature that will provide sports betting statistics directly on X's platform, along with a link to BetMGM for users to test their luck.
The financial terms of the partnerships were not disclosed, but the collaboration expected to leverage a massive traffic X receives during events like the Super Bowl.
So you'll be able to bet on X, apparently.
I mean, not directly on X, but they're basically going to link stats to you to go bet on MGM or MGM.
Yeah.
So that's going to be crazy.
And, uh, it's going to happen relatively soon here because the Super Bowl is in two weeks.
So, dude, I love the Uber financialization of the internet and how that's increased rapidly.
It's been like a hilarious uptick in health and risk taking from younger generations.
God bless America.
God bless.
It's amazing.
The crazy part is, is that all of us were sitting here on crypto Twitter like, hey, we're finally going to get, you know, be able to pay in crypto and this and that.
Elon's playing 4D chess.
He's like, you guys are small fries.
I want motherfuckers to come bet and lose their house on sports gambling.
Just be able to do it and tweet about it live action.
So this definitely caught me on the blind side of I never expected this kind of trajectory in terms of X.
I know we've heard him say that everything app, but I mean, never in my mind did everything include gambling as well.
You know, so that's kind of cool and different.
Um, definitely opposite of WeChat.
Uh, so yeah, I think that it's a, it's a new and novel market for that reason alone.
If it, if it continues to blow up and expand.
So I'm excited.
Well, my, my next, my next thought is like, what's stopping them, uh, putting prompts of like Bitcoin going up a percentage and putting a link to Coinbase.
Like my, my, it's like, all right, now they're a lot of betting and this link to MGM.
Like what's stopping them to advancing this to other prompts of other things that involve money.
Like maybe, uh, like a Tesla stock goes up and it links you to the Robin hood or something.
I don't know.
I'm just thinking like, I think this is just the first of many kind of updates and linking you to ways to financially incentivizing using X and stuff.
So it's going to be interesting.
I saw it this morning.
I thought I'd bring it up to you.
What about the good things and the King arc?
What of good things?
Yeah.
I just want to go back to the whole, uh, discussion about, you know, catalyst or, you know, where Bitcoin ordinals is going.
I think chief and Eddie are, are, uh, guilty of a little bit of flood here.
Um, you don't really need to know exactly what the next catalyst is going to be after the cats.
I mean, you got, excuse me, you got magic eating, dropping beta codes, like raining down from the sky.
People are like clamoring for these fucking things.
You got, uh, the rug token, right?
Which has already been announced.
And every goddamn community in ordinals is on that list.
It's like a hundred thousand plus wallets.
Rune stone.
We got rune stone.
Got that big juke drop coming.
Don't forget about that liquid injection.
Where is the, where is the decorum here for the listener swag?
Um, you got, you got a root.
You got R6, right?
Which is a game that is going to keep on fucking giving and playing.
And grabbing attention all the way up to the launch of runes, the actual protocol that Casey Rotemore is building.
That's launching at the halving.
So that's going to keep attention.
And there's going to be more of that.
You got Leonidas is open source, uh, basically competitor to R6.
You got, uh, you got the karma coin being pushed by Jason Fang of Sora Ventures, which is now, they're now advertising.
It was originally mostly going to OCMs, but now it's, he's advertising that it could go to Bitcoin puppets and nodebunks.
I mean, you got fucking people like basically building the attention, uh, pipeline for the next several months.
Like there is more than enough fucking hype and, and, uh, anticipation to drive ordinals far beyond anything else.
Well, one of the things that I'll say is I feel like you're bringing up liquidity events.
Those are none of those are, where are people going to spend the liquid?
What is new?
What is novel?
What is, um, you know, that is what I'm saying by no catalyst.
If I'm not saying that people aren't going to stack sats and that we're not going to be already with money.
No, we are.
Right.
Just due to all those catalysts that you said, but now what is the next project that everyone's sitting there and grinding their ass off for in ordinals?
I mean, I don't know.
So there's, yeah, there's the, well, the answer, the easy answer to that is there's 50.
I think there's like 56 million plus inscriptions.
Now, how many of those inscriptions hat you haven't seen or nobody's seen?
They're there.
People, some people saw them, but those motherfuckers are getting ready to launch.
Like there's a lot coming, dude.
There's a lot already in the pipeline.
Like motherfuckers were inscribing last year and they're ready.
I mean, I agree.
Well, we'll just agree to disagree because a lot of the things is in the reality.
Like, yeah, you have orderly about to drop his sub one one K project, massive liquidity event.
Who's participating in that?
Who's dropping one Bitcoin in order?
You know what I'm saying?
Like it's not for the masses when we're trying to explain or set a setting for the masses.
A lot of these seem like very, I would say, limited place.
But then again, I'm not sitting here trying to gauge people's bags and trying to determine.
I personally don't see a new project being a catalyst for new participants in the immediate horizon right now.
I think there are a bunch of cool things that will pop up.
But most of this stuff has already been spoken for or has already been anticipated by those who are going to get an allocation, so to speak.
So it's kind of like just that in between.
Yeah.
Yeah.
No, it's a fair point.
And I'm just kidding, dude.
I love you guys.
Like you guys, you guys are doing God's work up here.
I'm just saying, like, you know, for people who might be listening and being like, oh, yeah.
Like, you guys are legends because you guys are, Eddie and Chief and Espresso.
And I'm just giving some other context.
Like, I agree with you.
Like, Bitcoin is definitely a more expensive place to play.
But to your point about the guy who just came in and dropped, I don't know, $300,000, there's a lot more where that came from.
Like, there's a lot of money on Bitcoin.
So, and there are going to be entry level plays.
Like, for the ecosystem to grow, these operators are smart.
Like, they're going to try, like, again, like the rug token is going to everybody.
Like, so it doesn't matter if you hold, like, the smallest bag, the lowest floor item.
Like, you're going to get some allocation there.
And then there's, you know, there's gamification, right, where you can grind and get it.
Like, you can actually go trade SATs on the Saturn protocol to get more of that rug token.
You can try to get people to, you know, use your affiliate link or whatever.
Like, there's going, if this needs to grow, there's going to be opportunities for everybody.
So, like, you know, BRC20s are free mitts.
And those are BRC20s.
No, but good thing.
I'm concerned, man.
If shilling Bitcoin lending is God's work, what is the Lord up to?
I mean, I think that Chief's been having this.
This is people's last shekel since node monkey.
So, I mean, he's been wrong before.
I mean, no one, no one knows how the market's going to fucking go.
So, I mean, obviously, Chief's short.
You can tell he's short by the way.
What do you mean, bro?
My bags have been packed.
I don't have to.
You're stapled up, bro.
You're stapled.
No, I caught the 38 dip and I'm back.
Look, like I said, I don't speak based off of my bags.
I speak based off of an average participant in the market.
And what's not being spoken in public rooms is exactly how participation into a lot of these new things are going to work.
So, take it how you wish.
I'm not sitting here trying to convince anyone.
All right.
Let's go to King Arf and then Swag.
What up, King?
Arf?
What up, bro?
I got like one major focus right now.
That's fucking runes.
What I'm going to say about this is that runes beat everything that's already been put out.
It just does.
None of it works correctly.
It clogs the fucking network.
It doesn't make sense.
We built solutions around shit that was early.
And now you have runes coming, which fixes these problems like tenfold.
It's fucking stupid.
They're going to be usable on lightning network, which means a lot.
They're going to be a lot of things that BRC20s are not and that all of these other protocols just don't work.
So, like when the tech catches up to the market, everything goes to runes.
There's going to be BRC20s swapping over to runes.
There's going to be a lot of things switching over to runes because why wouldn't they?
So, like, to me, the biggest opportunity right now is to find out which runes are coming.
Like, Leonidas' fair launch thing, cool.
But, like, dude, like, were you here the last year?
Probably not, right?
So, like, most of those people aren't going to get shit.
But, like, Arsic, it's so basic to me.
It's so fucking obvious.
You just get it, hold it, get the runes later.
For puppets, if you got into puppets, fucking Pupstoken came out as a BRC20.
He's already talking about, I want to do a rune.
Fucking, all of these people are probably going to want to do runes.
I'm speculating that some of these airdrops from these platforms probably runes.
So, I think there's a lot of things to get in early on as, like, just a general participant
where you might be able to get into a project early knowing that that team is going to do a rune.
How do you do that?
You just go research.
And, like, a lot of people aren't, like, diving into discords.
They're not, like, looking into what a project's doing.
They see the hashlings.
They don't know they have fucking Bitcoin miners.
Like, there's all this shit happening where it's like, dude, like, how did you get into shit on ETH?
How did you find Alpha?
Like, if you were a board ape, you got every fucking play, period.
Right?
Last cycle.
Like, if you are in the right projects, you're going to find these, like, runes.
You're going to find these new protocols that you get to, like, use.
And, like, I'm getting, dude, just being in puppets, like, I'm already getting plays.
And it's not even here yet.
So, like, it's ridiculous.
By being in puppets, I was able to drop a project that I inscribed in June.
I swept R6 with it.
And I'm going to fund the treasury with that.
And that's, like, a play where I can accelerate a project.
Like, there's plays here you can make, like, on all kinds of levels.
But, really, runes is, like, something I've been saying since it got committed on GitHub.
Because it's on ordinals, bro.
It's on the GitHub.
It's not, like, it's not like something we're building on top of it.
Like, it's baked in.
And, like, people are having a hard time understanding what's happening.
But, really, like, you saw Solana shit coins, right?
So, like, imagine that, but with Bitcoin.
And, like, that's really, like, if you zoom out, that's all I'm seeing, bro.
And, like, to me, that's the biggest upside.
If you're trying to get in here, find a community that, like, knows everything, right?
And then ride with them, bro.
And then get the runes.
Cheat that shit.
And then you are, like, you are, like, very, very good.
Because there's no way it doesn't work.
Like, if you look at it, dude, Memento Mori, right?
Anything could fucking die.
Casey fucking said it.
He is doing it.
And, like, the way he's doing it is very, very intricate.
I'm not even getting into it.
But, like, it's planned out.
It makes sense.
And it's literally programmed, right?
So, I don't know.
I think that a lot of, like, major BRC20s are going to go.
And they're going to turn runes.
And then all these projects that are planning this shit now, if you get in on them, you don't have to worry about, like, finding these runes later.
You just fucking get them.
So, I think right now that's probably the biggest play until happening.
Like, 100%.
One of the things that I will say is that, for one, runes is a type and it's going to be a new token standard.
And so, I guess one of the biggest, I guess, confusions is that people are saying, well, with, let's just say Arsic, right?
A lot of people are saying, well, I get a rune allocation.
You get a rune allocation of which rune?
The first one?
The second one?
The third one?
You get an allocation?
Whichever one they put out.
Like, anybody can put out a rune.
Like, I could actually rune on my Bitcoin node, right?
But it's, if you're in the projects that are...
So, like, Arsic.
Like, can anybody do what they did?
So, I'm going to trust them and, like, what their team is doing because what they've done is pretty incredible.
So, like, I'm going to bet they're going to put out a good rune.
I don't know what the fuck, but, like, they are, right?
No, that makes more sense, though.
That makes more sense because the way it was being described, right, was that these access to ruins, right, which is what RuinX was and how RuinX was described.
RuinX is a one-for-one claim for when KC launches the first Ruin, you get some of KC's Ruin based off of your points and allocation, right?
And so, when Arsic launched, it was the same, I thought, and I was under the impression that it's the same thing.
My issue with that kind of narrative is now you're, once again, you're betting on big brands.
Who's to say that this team of devs is going to be able to snipe that initial candle that KC puts out?
And not only that, but then provide an allocation to XYZ amount of people, right?
And so, that's what I never understood is this, in a sense, you're battling devs and who can snipe a candle.
There's going to be thousands of people that snipe that first candle, right?
And so, your access to it is not necessarily limited only to Arsic or whatever RuinX, right?
But if Arsic is launching their own Ruin and that's an allocation for their Ruin, not necessarily like an IOU for KC's, that now, that to me sounds like it makes a lot more sense.
It kind of makes me look at Arsic differently, right?
Because I wasn't into this whole IOU for what KC does because what if you don't get it?
And then now what?
Yeah, that's not, yeah, exactly.
Like, they're doing their own, like, so you're farming one-to-one airdrop.
Okay.
And it's their Ruin.
It's not anybody else's.
It's the teams.
And they have four.
So, they have four wallets, which is a 10% allocation, which also makes me bullish.
People are, like, bearish on that.
Like, let these guys have their money and fucking send it.
Like, it's crazy.
But, like...
It also gives opportunity for yield.
Sorry to interrupt that.
Well, no, yeah, exactly.
Like, all of the other shit, right?
But it's, like, it's bullish, right?
It's not bearish.
But people think it are...
I don't know why they think it is, to be fair.
But, like, all these projects are going to do their own Rune.
And, like, dude, if KC does a fucking first Rune does this, does that, I want that too,
bro.
But, like, it doesn't matter.
Like, Leonidas is going to have his own Rune.
It's not going to be anybody else's.
Like, and I want to bet on teams that are fucking going to put out Runes that are going to
have hype, marketing, and attention behind it.
Because that's going to bring the money.
And, like, yeah, people are going to snipe every...
Dude, I figured out how to snipe on fucking Solana the other day.
Like, we can do that on every chain, right?
So, like, you're going to have that.
But you're going to have a very good advantage if you're, like, right now, considering, okay,
like, do I want this Arsic Rune?
Do I want Leonidas' Rune?
I want all of them.
I want every single one.
And then I'm going to bet on all these different teams.
And, like, as long as I can get allocations to all these Runes, safe.
And, like, the best way to do this before they're even out is to, like, just dole them
out to us right now.
And then when they come out, we just fucking get them.
Because any other way, it's like, right, you're going to be sniping.
You're going to be doing this.
You're going to be doing that.
How are you going to snipe my R6, bro?
Like, I got three in a wallet that I'm farming for me.
I got three in my treasury for my project.
So, like, how are you going to snipe those tokens?
You're not going to.
It's going to come out, and then we're going to fucking trade it.
And I don't know how they're going to do it, but already went to a billion.
And if fucking, say R6 hypothetically goes to a billion, which, like, who the fuck knows
where it goes.
If it goes to a billion and you've been farming since day fucking one like me, then one of
those ordinals will get you $47,000 USD.
And that's just numbers.
So, like, if it does half of that, 20.
You know what I'm saying?
If it does a quarter of it, 10.
I don't give a fuck.
But, like, regardless, burp.
You know what I'm saying?
Like, 100% in my opinion.
Yeah, no, that's a good point.
And just the fact that their own rune token, you know, adds a lot more clarity to this whole
IOU of when KC, if KC, and if you happen to.
Go ahead, Swag.
So, KC is not launching a rune.
He has not announced that.
So, KC is building a protocol called runes.
And there will be many different runes, which are the, basically, the fucking ERC-20s, if
you want to use that analogy.
So, KC is not launching a rune.
I got to make that very clear.
There will be a, a, there's a block height at which the protocol will go live.
And this is when motherfuckers can start etching runes, which is, that's the verb for creating
a rune.
But you don't think that KC will launch one himself?
And basically.
Bro.
I mean.
Just thinking what he did on ordinals.
Like, he just.
KC doing that would.
One description?
Hold on.
Get a printed mail.
Go ahead.
KC launching a rune would ruin his reputation.
Not runes.
Yeah, yeah, yeah.
No, I understand.
I know he was making the protocol.
That's.
And he's not, KC's not about that.
Like, if you've watched KC since the beginning, like, watch, watch the clip that I posted up
top and ask yourself if KC.
No, I know he wouldn't want to participate in the sense, like, trade the coins.
I just thought he would be like, like, zero.
Like, you know, here's one.
Like, whatever.
On the Bitcoin ethos, I mind block zero.
The rest is yours.
Kind of thing.
If he does that, seriously, it's going to be a problem.
Like, for a number of reasons.
But so it's.
Anything could happen.
KC could flip and he could do it.
But I'm just saying that at this point, everyone should know that he has not said that he's
going to launch a rune.
And it's highly unlikely.
And when that first rune goes through, it doesn't matter if it's Arsic or whoever,
it's going to cost a lot of money.
And so the first rune probably will go crazy just because of, like, everyone will be watching
that block when that first rune goes through.
But to King Arf's point and to many others, it doesn't matter for Arsic because they kind
of already won the marketing war.
They front ran.
They did this first.
And there's a lot of other technical shit behind it.
Like the people who own.
I mean, I haven't verified this, but basically it looks like they're presenting themselves
as they own inscriptions.
I think 126 and 127.
And if you understand just the basics of runes, you know that if you own an inscription,
you can launch a rune as the use an inscription you own as a parent of that rune collection.
So the provenance of a fucking rune collection or, you know, an entire supply of runes coming
from inscription 126 or 127, along with the incredible marketing they have, like, it's going
to be hard to beat that.
But yeah, there's going to be many others in the King Arf's point.
You should try to get them all.
Go ahead, Swag.
I know you had something to say on that and then we'll wrap it up.
Yeah, yeah, yeah.
No, and it's on the, you know, liquidity of that and how I see it kind of playing out.
And I think that was an extremely base take from Arf.
But I think there's a lot of people looking at a lot of these projects that have established
themselves and they're priced out.
You know, there's some really pricey things out there from OMB to Bandits to Nullish.
Like these are the these and thankfully I was early enough to like get in them.
I wouldn't be able to afford them now, to be honest.
But yeah, I see a lot of that liquidity going to people buying these assets that they're sitting
looking at and hoping they don't go up more.
Don't go up more.
Yeah.
And then on that, too, I also kind of threw as what, you know, first teams to go and edge.
And you talk about a lot of entries into this ecosystem to potentially position yourself
for their ruin.
Once again, go pull up the list of everyone that etched the day test net went live.
The day.
Chief, why do you why do you say ruin?
You say ruin.
You know that, right?
Yeah, I didn't want to be.
What do you mean?
Runes.
Oh, I'm sorry.
Runes.
Anyway, the day the test net went live.
Go check out what teams managed to get in an edge their names onto that ledger instantly.
Right.
There's like a handful.
I think there's inscribed Pepe's.
There is Bitcoin booze.
Whoever's in the top 10.
Go figure out how you can go and participate and become a party of a part of that community,
because that means that their devs are already in the know with how runes will launch and how it works.
For now, until Casey does make some kind of changes or whatnot.
But you have a higher probability of them being in them preparing for this launch.
Right.
So once again, go pull up the list that Casey did.
And it shows you everyone that etched within the first like hour.
And it's it's a handful of a Bitcoin OG projects, but some of them have lower floors that you could go potentially figure out.
Hey, you know that these guys are probably going to launch a ruin.
They're probably going to be one of the first ones.
And I might have a chance to get an allocation if I own X, Y, Z assets.
So just a little bit of alpha on that end.
Ruin me day.
Let's go.
Send it.
Yeah.
So nice little runes talk.
I'm posted up something to the top.
Oh, real quick.
Let me see the hand.
Oh, yeah, no hands.
But posted up something to the top real quick.
Yesterday we saw the 10 KTF video.
It was pretty dope.
I mean, 10 KTF has always done a badass job when it comes to the production value for their story, their lore, everything that's kind of being developed in that ecosystem.
All of us are still lost.
Don't get it twisted.
No one knows what the fuck's going on with 10 KTF.
And I don't even think people that are in there know.
But someone attempted yesterday to do a full breakdown and kind of connect all the unseen dots where these potential characters that we saw are maybe the PFPs.
Maybe they're not the PFPs.
There's some even speculation that based off of color palette and just, you know, those kind of extra far fetched ideas that the characters are based off of other world lands and X, Y, Z.
So, 10 KTF has always been a little bit confusing and difficult for me and for, I know a lot of people in the space.
But they've always dropped dope videos, dope production value.
So, figured we'd add a little bit more context to yesterday's video as none of us really knew what was going on.
And maybe this kind of gives you a little bit of glimpse of what that video could potentially mean and what they're cooking up.
We got that.
It's cock-seeing.
They're cock-seeing.
How long did you guys talk about the, what are they called, the Mochimons?
I think on bass.
A what?
Were they called the Mochimons?
Like there was a, there was a cute little PFP that launched on bass.
Yeah, it was called Mochimochi or something like that?
And I believe the reason why people were super bullish about it at the time was in part because the, um, the artist was the same one that did the Pudge of Penguins initially.
And I'm not like necessarily bullish or bearish on it for that reason.
I'm like that cool little thing, but I wouldn't say that they didn't do anything.
Anybody can hear this guy?
Eddie, you can't hear your hands, bro.
Eddie, we can't hear you.
There's a woman talking in the background, man.
Just so I had to shut the fuck up.
Is it that bad?
Yeah, unless she's your mother.
Oh, I didn't know.
But if she's not your mother, tell her to shut the fuck up.
I didn't know.
I'm sorry.
Nah, it's not even the woman.
Yeah, nevermind.
It's, you're eating your phone.
Like I can deal with the woman.
It's just muffled.
Like you're eating the fucking phone.
Now you're good.
Alright, alright.
Nevermind, nevermind.
Oh, okay.
I'll just say like, if it's the premier bass PFP, I don't know.
Worth taking a look at.
I think they're posted in two months.
Pin it up to the top, Eddie, just so we can have context.
I'll try and find them.
Yeah, I'll find them.
Oh, you ate some tacos yesterday, man.
What the fuck?
Alright, I got something.
We're all, you know, people on Twitter and the Solana community is obsessed with helium
and they're mobile.
They just moved.
They just said they're moving down to Mexico and setting up those hotspots.
We have the Chinese New Year up and I've been talking about maybe Chinese narratives
and Conflux is one of those layer ones that come out of China.
And I saw this this morning and I didn't know much about it.
And then I went and did some research and I found an article from last year of February
kind of breaking down this.
So Conflux posted yesterday a look at the Conflux B SIM card, a B SIM cold wallet that interacts
with a mobile wallet, 70 gigabytes of 5G internet, 500 minutes across all networks.
And it's like a SIM card.
And this kind of reminds me of helium.
And not a lot of people in America even know what Conflux is, but I looked at this article
and like, what the fuck is this SIM card?
What are they doing?
And I found this article, like I said, from February of last year, kind of breaking down
what they're doing with these SIM cards.
And I'll kind of read it.
So China Telecom and Conflux Network have partnered to introduce blockchain SIM cards, B SIMs in
Hong Kong, marketing the largest blockchain hardware product globally.
The B SIM cards will enhance storage and computing power aimed to lower barriers for Web3 entry
for China Telecom's 390 plus million mobile subscribers.
These cards secure users' digital assets, integrate Conflux technology, and connect traditional identifiers
with decentralized identifiers.
The collaboration seeks to bridge Web2 and Web3, providing hardware security and facilitating entry
into the metaverse.
The initial agreement was signed in 2022, and the prototype development is complete,
focusing on applications like games and payments.
So you'll probably see Conflux, along with the Chinese narrative, this go up.
But they're going to be launching these SIM cards and be babies integrating into the top telecom
mobile company in China.
So this would be like what we see with Helium partner up with T-Mobile.
And I definitely think they're going to continue to have positive announcements.
And we'll probably see the price go up just based off the connection with China in February
when the Chinese New Year.
So I saw this, thought it was interesting.
Not a lot of people in America are in the Western Hemisphere even know what Conflux is.
So I think it'd bring a little substance to the table of what they're doing.
And maybe this could be bullish for the price going forward.
So just trying to throw it out there for you guys.
Just trying to keep you guys informed of what's going on in the space.
And this looked to be pretty interesting to me.
And they tweeted this out yesterday.
So I thought it was interesting.
You got something, Chief?
Anybody got something?
No, I mean, I would say you can kind of finish it up.
And then I know Steven wanted to drop one or two more pieces of art.
If maybe not, then yeah, I'm good.
Okay.
So I will finish it up with a few more things.
There's a new Dex on DRC20s.
It's called Woofie Dex.
It's Woofieswap.com is now live for beta version.
Doge pairs will lead the way for DRC20 and DeFi.
So I guess it's like a DeFi protocol built on top of Dogecoin.
Thought that's a new thing.
Superverse, which is Elio's project.
They say a new era begins on January 30th.
Every time Elio comes out with something, he shills it on his YouTube and price goes up like 20%.
Maybe get a bag of super before January 30th.
Never know.
And we've been seeing the Apple Vision Pro.
I've been on this like Apple Vision Bro is going to come out in this market.
It's going to pump.
And the number one coin that I always see pump when this narrative starts with metaverse is render.
And I think I found out the connection between render and Apple Vision Pro.
And in 2016, HBO invested in O-T-O-Y, parent of render, to create a platform from holographic rendering and streaming AR and VR content.
In 2020, render network launches to scale GPU rendering.
HBO confirms native support for Apple Vision Pro, Apple Vision Pro in one week.
So there is basically rumors that render and HBO are going to help facilitate the VR experience on the Apple Vision Pro through like their app that supports the Apple Vision Pro.
So maybe not bad before the Apple Vision Pro to get some render because I definitely think the AI narrative metaverse AI narrative is probably heat up after the Apple Vision Pro and render is directly correlated with HBO.
For render, I have a friend who does a lot of video processing, like a lot.
And he, for years, has said like it's actually one of the more compelling business models he's seen in crypto where it actually works.
He's used it before.
It's actually like an impressive piece of software that they put up.
And I think render is also effectively supported by Playbase as well, at least in the writings.
So, I don't know, I don't know if the Vision Pro is a reason why it'll pump, but generally, like, it's a respectable token as far as I can tell.
Yeah, it's a good one.
And then yesterday, someone spent 20 hours to put Diablo 3 on Nifty Island.
What?
Yeah.
That's nice.
Like, where's the island?
Whose is it, bro?
How do you get there?
His name's DAV, DAV.
I basically pinned up his little snapshot of how he built it.
He said, 20 hour Diablo 3 Nifty Island built in two minutes.
And it's kind of like a time lapse.
It's really cool to see now what I'm done just getting started.
So, someone spent the time to build a Diablo 3 clone into Nifty Island.
So, maybe you go find him.
But yeah, it's pretty cool.
I was checking it out this morning.
Yo, holy shit.
That looks sick as fuck, man.
Like, I thought my random, you know, fucked up island with a cave and a tunnel.
I thought it was a masterpiece which took me like one hour.
And this guy is doing 20 hour and Diablo 3 Island.
Let's fucking go.
I love how the fucking Nifty Island exposed the entire fucking industry.
Like, literally, bro.
About how it's all fucking joke.
Yeah.
It's the most amazing thing ever, bro.
It's a spectacular fire and everyone just coping and just like, oh, you don't know what's coming.
You don't know what's coming.
Yeah, whatever, motherfucker.
I've been hearing that for the last two fucking years.
What?
Going back to this render token.
I don't know if anyone was around in 2000 and like 18.
If you remember Golem token where like I was even doing that shit where I was renting out my CPU processing power.
How is this any fucking different than what they were doing?
You can rent out your CPU and GPU to like, you know, render pictures for people that didn't have it.
Is this kind of like the same thing or am I like completely fucking missing something?
I think it helps render the images at like 4K plus quality.
I think that's what render does.
It helps like the frame rates and all that shit.
I think that's what it does.
So they did the same thing.
They just did it better.
I think.
I mean, I've heard people talk about render multiple times and everybody's super bullish on it for like the metaverse and rendering 3D assets.
Inside of VR and AR.
And so it's like, I think, I don't think really people care much about the technology.
They just like pump the price and the great narratives around why render should pump.
So I just figured like this HBO thing connection and the AR, the Apple headset could be a possibly be a narrative.
People latch on to the pump renders price a little bit more in the next, you know, two or three weeks when Apple vision pro comes out.
So, okay.
Sick.
Also, if you guys, if you guys care for the 10 KTF, you know, whatever.
Um, listen, dude, I've been in the sock.
I've been there.
I've dumped half my fucking G tags.
I unfortunately shilled it when I probably fucking shouldn't have.
I'm very disappointed, but it is what it is just to give you guys full heads up.
Like I'm very familiar with their whole ecosystem and the whole thing, like, you know, the G tags, the popcorn, the fucking blah, blah, blah, blah, blah.
Before you go and FOMO into buying G tags, which I still have bags and I'm not going to fucking tell you to buy them, but they're going to be released.
Like there's three, there's four different categories of G tags.
And I think that the base ones are not going to be going for as much as people expect them to.
I could see them have a little price bump because they are going to be launching their PFP soon for people who have been doing the missions and accumulating popcorn for this, for whichever kind of type of monster that they want for the G tag.
Like, it's still fucking confusing saying it out loud, but like, based on the amount of popcorn you have is going to be the rarity that you will get.
And I think they're turning the popcorn into an ERC 721 or I don't know what the fuck that is.
They're going to put it on chain so you'll be able to trade it.
So if you missed on the missions, you'll be able to buy it if you're excited about the ecosystem.
I know I'm fucking not, even though I have like four rare ones and five rare ones.
So in my end, I'm just hoping this shit pumps so I can exit calmly and respectfully, even though I haven't been.
So Godspeed, motherfuckers, for investing in that confusing ass fucking convoluted ecosystem.
Popcorn?
Fucking popcorn, bro.
Like, like, like this whole shit, this whole ecosystem took a shit when this whole VC money entered, because I really liked Figgy.
I think he's super fucking creative.
And I felt like he was the, he was like the shining light.
And then they just decided to fire the whole fucking half the fucking staff.
And they, I mean, I guess they're trying their best.
I don't want to be a piece of shit.
Well, I don't want to be more of a piece of shit than I already am.
But like, they got rid of their fucking staff, bro.
The ones who made 10 KTF what it was that you guys just like wipe them out.
And they put a little bow on it by saying, yeah, we took care of them.
Don't worry, guys.
Motherfucker, what about the holders?
Motherfucker, you took care of them.
What about all the people have been supporting your fucking asses?
Anyway.
Bro, speaking of popcorn, like, do you prefer caramelized?
Popcorn?
I got butter on my fingers.
But Basil, we got Dave up here.
The one that created the Diablo 3 fucking nifty island.
What up, Dave?
Oh, let's fucking go.
What's up, bro?
What's up? You're a legend, bro.
We just talked about your fucking belt.
I know.
Shout out to Gambler, man.
Gambler's my home.
And he just tagged in our group chat and said, you guys gave me some love.
So I have like 10, 15 minutes.
Did you build a Halo one too?
So I built the Diablo one because somebody did build the Halo one.
There was a Call of Duty one and a Halo one, and I'm not a huge first-person shooter.
I played them, but Diablo was my shit, bro.
Like, I played all three my whole life, and so I actually just spent 10 hours last night
and this morning building a castled PvP arena for 3v3 and 5v5 matches, which I'll pin up
too, but it's pretty sick.
It's cool.
So yeah, I'm like probably 40 hours deep right now.
Do you get a bigger airdrop for building this shit?
Okay, so here's how it works.
I mean, I literally joined day one of beta and started going, and you definitely get
incentivized to farm and not spend upgrading your island and doing it, but I have a meeting
with Charles and I have talked to him on the scenes about how if they tweak the reward
structure to, I don't know, give you a multiplier or give you like more blooms per day if you
upgrade and stuff.
Like, I've spent 20k to 30k blooms in-game currency to upgrade, which is about 100 points
from my airdrop that I've lost.
So he's definitely aware of the fact that he wants to change things for builders and
not just make it a spam farm.
And so this wave, the first one, I think they're obviously getting their feet underneath them,
but he's chill.
He's open to feedback.
He's very cool.
And I think either in this tweak and maybe a patch update or in the next one, they'll
incentivize builders.
Cause yeah, I'm a, I'm going pretty hard, bro.
It's fun.
It's super fun to build.
Like I enjoy the building part.
Like there's like the player architect, which is like run around, shoot, play games, whatever.
There's the marketplace 3d person who makes assets for the game, which is really cool.
And then there's like the me, the builder who likes to play a little bit, but build and
see people run around the island and do stuff.
So yeah, I built the monster, man.
It's funny shit.
What is, uh, what's next?
I know.
I know he's not stopping.
I'll get you cheap.
You can go in one second.
Dave, are you planning on building something other than Diablo three, possibly another map
or anything?
So this is the, this is the thing is like to get another Island.
Like if I could, I would start from scratch tomorrow and build a mass effect Island.
I'd build a bunch of nostalgic, like dope ass childhood games, but it's 36,000 blooms
to upgrade, which is the equivalent of two marketplace items, which is a hundred points
for the airdrop, which is, you know, it's like weight and size bill.
And so I'd have to take a huge L on my current upgrades to do that.
And so if they change the structures and they like give, you know, builders more, I don't
know, maybe like you have a cool Island.
They give you like half a free or something.
I don't know.
I would build.
What about, what about you being contracted for like someone that has an Island and you
like split the room?
So there's two people who already DM me and said, are you a builder?
Can we hire you?
And like, that's cool.
But like, I don't know.
I don't want to do that right now.
Like it's fun, but like, it's more cool building your own Island.
Seeing people visit, run around, tweaking stuff, trying stuff.
Like I just played it like a PVP with someone who did the Island, the castle for the first
time.
They're like, this is the coolest map I played in Nifty.
So that's cooler for me.
Is there an on-ramp for people like you that are builders to where, like you said, it's
a lot of blooms.
So did you have to basically run around for an hour, two hours beforehand, stack up blooms
and then you were actually able to start building or.
So this is a good thing about Nifty is they do a really good job of the medium, right?
So I first started learning unreal engine because I was going to do a lot of building
for another project called Kaizen, which is Tom Billy's project.
And it was so complicated and so overwhelming to learn that.
I was like, eh, it's not for me.
So I got away.
But Nifty is the perfect, like on-ramp tutorial.
And like, they just get you started enough where if you want to build, you can build.
If you want to go play games, you can go play games.
So they give you like an Island and X amount of like weight.
I think it's like 10,000 for weight, a bunch of stock items and a bunch of stock land
to terraform and do whatever.
So you can just build right away if you just learn basics.
Like I just learned from scratch from their tools.
And then I built an entire island that had an up only.
It had a maze.
It had a bunch of stuff.
I saw the halo map and I got an idea on Tuesday.
I was like, oh shit, I should build a Diablo map.
So I literally deleted my entire island all the way back down to just a puddle.
And then I went all the way back up to what it is now.
That's dope, dude.
I think that if you're looking at the Halo aspect and you're talking about building, right?
I mean, Halo Forge was the epitome and what paved the way for what we have today.
And, you know, Forge mini games are even funner than playing Halo as itself.
Yeah, man, absolutely.
And I think Nifty's again, it's got a really cool intersection of there's the community aspect.
Like the seals have their own island.
They play PvP.
Like I'm part of the dead fellow.
So like they have their own streaming.
They have a group that gets together.
Like that's pretty cool.
They tweaked it to reward communities.
Top 10 leaderboard gets more airdrop.
The marketplace, the builders, the stuff like the games are simple enough and fun enough for anyone to play.
And it's cool.
Yeah, man, they're doing good.
I'm in a lot of Web3 games.
And this is the first one that's like I enjoy playing along with like parallel and a couple others.
But it's sticky and it's fun.
Appreciate you for coming out, man.
And sharing.
No problem, brother.
I appreciate you, bro.
And thanks, Gambler, for bringing them in.
I just got this update eight minutes ago from Snail News and concerns me.
It says Drift, the Drift Protocol, DLP pools weird on TVL might be exploit.
I don't know if that's true or not, but I am using Drift Protocol.
So I hope it isn't exploited.
But yeah, I just figured I'd throw that out there.
If anybody is on Drift Protocol or knows anything about Drift Protocol, be careful.
There might be something going on.
I don't know why, who reported this or this news is credible.
But just thought I'd bring it to your attention before we end the show.
We'll throw it to Gambler and then throw it to Steven.
And then we'll probably end the show.
So go ahead, Gambler.
Yeah, real quick.
I think it's really cool you guys brought up Dab's build on Nifty Island.
I think it's dope that they're highlighting him as a creator as well.
But I just wanted to call out that if you think that's cool, that Dab has been in the space for years at this point.
And he's also really into like AI and he's building a really cool story using all AI.
He's been doing it for the last year or so.
I'm going to pin it up.
It's his pinned tweet as well.
And he's really good at like walking you through like building in public and walking you through the process.
So if you think like his build in Nifty is cool, I would really recommend following him.
If you think this AI story lore is cool, but we really recommend following him.
Or if you just want to learn more about AI or Nifty in general, because he's one of those accounts to follow.
So shout out TDA for catching out on the timeline.
Appreciate you, fam.
I'm tearing up.
I'm blushing.
That was great.
Yeah, of course.
This was dope.
I think it needed to be talked about.
So shout out to you guys for doing it.
Steven, you've been giving us the cliffhanger for two hours now.
So give us what you've been holding back for Artwise.
Let's go.
So the last one I want to tie up on today, because I've been, I had been trying like all
weeks since we had talked about the teas that we got from Michael Gujana over at Sotheby's
on their second collection launch because they drop collections now.
They did the Vera Molnar and Martin Grasser collection called Themes and Variations last year.
He teased the second collection.
I've been trying all week to hunt down who that could be and just kind of came up short.
So I'm going to continue to hunt next week.
I'm committed to get that intel before everybody else does.
But did get this that came across the wire that I think is actually pretty interesting.
And it could be something that flies if it actually is an NFT.
I believe it is because Feral File is involved.
If you guys are familiar with Feral File, I don't expect a lot of people to be.
But they are another art house over on Ethereum.
They've done a number of different drops with like the top artists in generative.
Again, they just get less play because they don't over market.
They market enough to be able to create enough like general hype for it.
And then they let it kind of take on its own life within the collections of those artists.
They're typically smaller batch, which makes it kind of appealing from a price target angle.
If you're looking to like make a decent sale on it.
But the reason this particular piece is pretty interesting to me is it is from the artist Sofia Crespo.
And she's an AI artist who has done some really remarkable modeling in not the same vein, but in a similar type of class like Rafiq Anadol.
Now, if you're looking at the article, it specifically references a place called Casa Batio.
Casa Batio is in Spain.
And it was the place that essentially really kicked off a lot more people in the NFC community knowing about Rafiq Anadol's work.
Because he did a humongous display there, big projection work, and ended up selling that piece that he did north of 1.2 mil, I think.
And that, I mean, it was a huge deal.
So this is the second time they're doing something like this at Casa Batio.
And there's going to be a ton of hype around it.
But Feral File is prepared to drop for people that can basically go collect it if they're there.
I think it's probably like a scratch to redeem card.
And if it is as I'm expecting it to be, it's going to be on the market in the next, like, week.
So as they start to kind of pop on market, I'm going to be watching this one for a very big pump.
Because this is starting to now become like a, not a launch pad, but a place that launches careers and, like, really creates transcendent moments for AI artists.
So it's worth keeping an eye on this one.
And definitely follow Sofia Crespo because her art is phenomenal.
Shout out to you, Steven.
You've been giving us alpha all week on art.
And people just read your newsletter.
They will be up big this week.
So appreciate all the information on art and all the value you bring to our community, my guys.
I'm going to throw it over to Moon, Floor Poppy, real quick before we end it.
And then I'll say what's up to you, Basil.
But what up, Floor?
It's a cute PFP, man.
I don't know what the fuck you did here, but it's weird.
It's like two planets and you're...
I don't know, man.
How are you doing, Floor?
I'm good, guys.
I mean, this is...
It's like a K-hole kind of dream right here.
This is like you did some LSD and this is what you see in the sky.
You see your face at the moon.
I don't know what the fuck's going on here, but...
How are you doing, bro?
Before we end the show, I just wanted to say what's up before we end it.
I haven't talked to you in a few weeks.
What's up?
Yeah, man.
What's up?
No, yeah.
This PFP was made by a...
Can you guys hear me?
Oh, yeah.
We can hear you.
Okay.
So, listen, you were talking about Complex before.
I just wanted to come and tell you that it's basically like the China's blockchain.
So, you know, they're the Feds.
So, you know, I'm not sure how bullish like chains from the government are, but obviously,
you know, just keep wary of it.
They don't have a lot of activity.
What they did announce, though, is that they're building a BTC L2 that's EVM compatible.
And I think that's going to be a pretty stung narrative for this year.
Like just L2s in general with the Denkun upgrade, with the EIP 4484 update.
I think this is going to be, you know, we're going to see BTC DeFi born this year and then
develop.
So, maybe that's...
Did you say Denkun upgrade?
Yeah, D-E-N-C-U-N, I believe.
Yeah, the one in March, you mean.
Yeah, yeah.
Correct.
So, yeah.
I just feel like this is going to be the L2 year.
So, just keep an eye on some BTC L2s, especially those that settle on BTC and that they don't
have their own token.
Because I think that's kind of grifty.
Like you have Stacks.
Obviously, we've heard of Satoshi VM and River 2, Aqua.
So, maybe keep an eye on those.
Just wanted to bring to everybody's attention that there's going to be a mint.
They're called the 1337 Skulls.
I'm not sure if you guys are familiar with them, but they're having a drop on Ordenos.
This is going to be their second drop.
It's going to be their sub 10k inscribed.
It's going to be a recursive.
And yeah, these guys are like, you know, chads.
So, it's going to be free.
All their mints are usually free, but I think there's going to be a cooker at the yard.
It looks insane.
So, I'm going to pin it at the top here.
And one more thing I wanted to say.
Yeah.
There's this thing called Ando.
It's on RWA Play.
They have tokenized treasuries.
Their most famous product is a tokenized treasuries product from BlackRock.
And they have the third highest treasuries, you know, tokenized treasuries, you know, securities.
Not securities.
I'm sorry.
They have the third highest tokenized treasuries on chain.
And yeah, I feel like their unlock is coming in one year.
The token is around 22 cents.
If you hold the token, you can vote on the DAO.
You can provide liquidity on their flux lending protocol.
And you get points.
They're going to allocate over 50% of their coin allocation to the community.
People that participate.
Market participants.
So, I think this is going to be a play too in this year.
The RWA play.
We already saw that.
They rolled out Larry Fink on CNBC and talking about RWA.
Even though, you know, he didn't have the best of reputations when he was pulled out to promote ESGs.
So, maybe this is like the new thing they're going to have Larry Fink promote.
And, you know, I think it may move some markets here.
So, just keep an eye on Ondo Finance.
Yep.
I did some research on that yesterday and found out about that BlackRock connection.
And then I started thinking exactly what you said, Larry Fink, a few weeks ago.
Talking about tokenizing everything.
Larry Fink's the President of the United States.
So, whatever he says is going to happen.
So, I think Ondo, BlackRock's backing it.
Probably going to do pretty well.
And it's been on a heater this week too.
I think they had some kind of token TGE event relatively in the past few weeks, I think.
But, yeah.
Good call out.
Yeah, Floor.
I've got a question for you.
Do you have a shot of vodka by chance?
Do I have a shot of what?
I'm sorry?
Vodka or whiskey.
Yeah, I know.
I know you're at the gym.
We're not doing this.
We're not doing this.
This is why radio shows in the 90s went to shit.
Because they eventually turn into an inside joke thing.
And no one that's listening understands what the fuck you guys are talking about.
Because you've got all these inside jokes.
And it's a-ha funny and no one knows.
So, we're not going to do the inside joke game with the shot of vodka thing.
Because no one knows what the fuck you're talking about.
So, throw it to Basil.
Say what's up before we end the show.
Basil, you got anything for us before we end the show, my guy?
Anything, any value at all?
Nope?
All right.
Appreciate you guys.
Eddie hosts a show with-
Yo, I wasn't being able to think I was muted, man.
Oh, it was the mute error.
The mute error.
The mute error.
The mute error.
All right.
Go ahead, Basil, bring some value before we end it, my guy.
Yeah.
So, basically, it's directed mainly at the Nordmonkeys holder.
Like, as far as I know, I'm not sure about other communities, but as far as I know, the
Nordmonkeys holder will be probably, it's not 100% confirmed, but SMOS probably will be eligible
for the Karma airdrop that's going to be happening to on-chain monkeys.
I think you heard about it.
In case you didn't hear about it, you can check the on-chain monkeys pinned tweet.
So, I'm currently working to, you know, make this available for all of the Nordmonkeys
holder.
This is the first one.
And the second thing, in case you're a Nordmonkey holder, also, like, I'm raffling
20 Magic Eden wallet codes in case you didn't get one already.
So, yeah.
Only two stuff.
Appreciate y'all for coming out, man.
All right.
I was in mid-delivery.
I was in mid-delivery.
I came back to unmute.
But, yeah.
Appreciate you guys.
We got Eddie and English's show tomorrow.
You guys know that.
That will be included.
The reminder will be included into Allison's thread.
I actually expressed what I told Allison for tomorrow.
Tomorrow is a sponsored spot, so I'm not entirely confident that you guys will be able
to host it.
Oh, you're kicking us out, bro?
All right.
You're able to come on stage, but I don't want to, like, I don't want to chill.
Okay, fine.
No more TDA.
Y'all don't show up there because I'm going to be listening anonymously and I'm going to
take names down.
Fine, bro.
He's moving on.
He's moving on.
Jonah are just fucking going together.
No, this one.
This one I sourced.
TDA on the car.
I'm just fucking with you, bro.
No, I actually, I want you guys to be on stage.
Great.
No, we're not going to be on stage if we're just-
Eddie, you do not get to show me off if I'm not the bitch you're bringing to the party,
bro.
You can't show pictures.
You can't say this is my girl at the house.
Okay.
That's not how this works.
Okay.
Okay.
All right.
All right.
Fine.
All right.
You guys have a great rest of your day, weekend.
We'll be back on Tuesday.
I'm going to go watch some monster trucks tonight with my son and I'm going to be watching some
Chiefs football tomorrow, so you guys don't bug me.
I'll be back on Tuesday with some more Alpha.
I'll leave you here for Chief.
You guys have a great rest of your day.
Yeah, I appreciate everyone that come up on stage, man.
Appreciate everyone that bared with us through the Saturday spaces there a little bit.
Uh, more fun, a little less structured, but it allows us to kind of get to know each
other and grow as, as a community and as a fam.
So they're always lighthearted.
Appreciate everyone that's made themselves a part of our community that shows up daily,
that likes, retains, commute, um, really means a lot to us.
And, uh, we'll catch you guys on Tuesday.
We do this Tuesday through Saturday, 9 45 till about 12, 12 30 central.
And it's TDA or stay poor.
You guys be on the lookout for Allison's thread.
Catch you guys next week.
Bye.
Bye.
