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THE DAILY ALPHA
Recorded: Dec. 2, 2025 Duration: 0:58:18Space Recording
Short Summary
In a dynamic discussion, key topics included the end of quantitative tightening, rising precious metal prices, strategic partnerships in the crypto space, and the cultural significance of meme coins. Innovations like Amazon's new AI chip and charitable initiatives through crypto donations were also highlighted, indicating a vibrant and evolving landscape in the crypto world.
Full Transcription
Thank you. Thank you. You
Jim damn guys
Seems like I'm having the same issues before ali so it might be this phone because
this is the second time i'm doing it on the seeker um yeah i'm gonna see if i can swap phones midway but for now just come up as a speaker and yeah and then we'll see if we can do co-host and whatnot
so but appreciate everybody that came out everybody that does have notifications on
But appreciate everybody that came out, everybody that does have notifications on.
I think that's even a bit weird.
You know, I mean, DMs, X as a whole,
that has kind of just been the last couple of months progressively getting worse.
So I appreciate y'all for bearing with us
and everybody that's riding with the TDA and has for so long.
Happy holidays to you guys.
Hopefully you guys had a good Thanksgiving as well.
And once I get Ali up here,
we'll get the ball rolling.
I'm up here.
Yeah.
It shows up that you're a listener to me.
So yeah,
it's all.
Yeah.
I'm up here.
I'm up here.
Yeah.
I can't see anything.
And then when I go on the phone,
it's the same thing.
I invite you and it says you can't have more than two co-hosts,
but then you go to the co-host section and it says zero.
Yeah, maybe it is something with Seeker.
I mean, I haven't updated it in a long time.
That could be it too, you know?
Yeah, that could be it.
It could be just running an older version of Twitter or whatnot.
Yeah.
Kind of not working.
But yeah, I mean, sometimes, I don't know.
I'd probably rather
be on an older version of twitter i mean now with this whole chat shit i still don't understand how
they get mixed like on my phone i can't see almost any i mean no it's either my phone or my pc where
everything's just mixed apparently it's like there's chats and then there's dms or something and it's separated yeah i've kind of given up on the
chat and dm feature here like i'm looking at it now on pc and all i can see is all in requests
i don't know what is what yeah that's what i'm saying i don't know what chat is and then i mean
i don't know there are people that i swore i was talking to and then now the only way that i can
find that conversation is literally finding their name and then hitting the little, you know, on their page, though.
Oh, yeah.
You know, the search feature in chat and DMs was always terrible to begin with.
So it's not surprising to me that you can't find by searching a name and you have to go to their page.
That doesn't surprise me at all.
They, like, really broke it. And there's so many calls on the app to like
bring it back to the way that it used to be but i don't know if they'll do it
well appreciate everybody that came out everybody that's here now if y'all can show some love like
retweet the space uh back doing a little bit of the holiday grind as we go also keep in mind ali's in the process of
moving and getting situated in her new spot it is a cross-country move so a lot of moving parts as
well so best way as always keep notifications on for just a tda page and then drop a reminder
morning of or the night before when we do have a space. For now, the schedule is still set as Tuesdays and Thursdays.
If anything comes up, any kind of emergency, whatever it may be, we'll figure it out.
But easiest way, if you guys do want to listen in live, is just put it on for the account.
Hopefully, everybody had a good Thanksgiving holiday, ate, enjoyed your families and whatnot.
Cherish that. I mean, there's nothing really much to do online anyway, so it enjoyed your families and whatnot. I cherish that.
I mean, there's nothing really much to do online anyway,
so it kind of worked out well.
We had a decent run, actually, through Thanksgiving, right?
And then, sure enough, Sunday night sell-off,
a pretty heavy dump as well.
So I think that that's the interesting part,
that we're having the back and forth, you know?
All right. interesting part that we're having the back and forth you know all right so as always just putting this up here um i like how tyler breaks it down kind of goes all over the place and uh just gives
us a a broader macro view right and then a couple individual pieces that we'll just sprinkle through
um so first and foremost you guys know
and i've been talking about um a couple things that have influenced one bitcoin's price we have
the yen carry trade right we've been talking about that and how that happens and now uh japan
is raising their interest rates right it used to be at literally zero. So everybody in the world used to use them as a money market to borrow
against the yen and then go out and basically play with money at zero percent interest, right?
Japan raised it for the first time about a month ago. And that's where we saw the first initial
kind of coincide with Bitcoin losing supports, right, and price action.
And then they have a second meeting to consider raising interest rates again.
And it's either at the end of this week or the eighth, right?
So I think the eighth is at the end of this week or maybe the next week, right?
So keep on the lookout for that.
And then quantitative easing slash quantitative tightening.
Right. So quantitative tightening is officially over.
That ended yesterday.
And what that means is that we are going to start, in a sense, printing money and being able to buy back our own debt or buy back our own bonds and kind of supplement our own economy in this process
right so uh chief yeah you're cutting out i don't know if it's just me or if everyone else can hear
it too but you're cutting out a bit okay um all right let me see if i can uh back. So just give me a second.
Okay, while he's doing that,
I know everyone's waiting for an update that, yes, the HOA finally approved me
after like 26 business days.
So I will be moving next week.
And we're still going to do the show.
After next Thursday,
I will be back to providing my normal dose of early alpha.
Sorry, I've been underperforming with delivering that lately,
but hopefully everyone can understand a cross-country move.
Yeah, it's not easy.
It's going to take me like two or three days to make the drive
because I'm doing the drive alone.
And I have movers picking up my stuff on Monday. So yeah, it's an interesting time for me. I'm
excited, but I am going to miss Art Basel this year. So kind of bummed about that, but maybe
it's not the best year to go anyway. A lot of people I've heard talking about it are thinking it'll still be good,
but just like a scaled down version of what it normally is.
So I think I asked Chief maybe like a week or so ago if he said he was going
and he is not.
Hopefully we can get him back on the stage because I see.
Am I good?
Oh, yeah, yeah.
I see you, but I only see you as a listener.
Yeah. Same thing. It's just broken.
Okay.
I was just updating.
Oh, okay. Yeah, I heard a little bit of it as I was going up to the other phone.
Yeah, like I said, easiest way is just to have notifications on for the page, and we'll play by ear.
And that'll be more or less how we determine any of the shows going forward especially with holidays and stuff like that as
well coinciding with your move right so uh and just finishing up the the macro news is it better
now can you hear yeah okay cool uh so yeah so basically last night, or early this morning, quantitative tightening
officially ends. That means that we're going to start printing the money, right? And this puts us
into an interesting situation. So to me, regardless, and if you pull up charts, when we start printing money, the value of the dollar itself goes down, right? But per perception,
assets go up, right? Assets like gold, silver, I mean, you have silver hitting another all-time
high again. I think it's like the third one this year. It's up over 100% for the year itself you have gold multiple all-time highs once again at over 4k
and then all the assets go up at the same time right and i'm talking uh watches cars anything
like that's an actual hard asset itself um there's no real way that you can avoid being
pegged to the dollar right so much unless you, unless you're in gold, silver, metals, or Bitcoin itself, some type of crypto exposure.
But for now, when we start printing money, you want less exposure to the dollar itself,
right?
And more to hard assets.
Now, two scenarios, right?
We know that there's a bubble.
We know that the AI bubble is here.
We know that housing is at one of the worst points in situations that it's always been or has ever been.
We know even crypto. Right. In terms of just technicals from the death cross to hitting the 300 moving average, like things don't look good.
like things don't look good so um it's we break right and one of these bubbles all pick any of
them that is around us uh pops first and then it's a parabolic run number go up right so i'm
still bullish i still think that the top is in 2026 um or we take that parabolic run now because
of they're going to start buying back their own bonds
they're going to start doing bailouts you're going to have this kind of just snowball effect
of potential good news leading into the end of the year but and then we will pop right and it
gets closer to popping that bubble sooner so i mean i personally would rather just get that out of the way
uh to begin with right whether it be housing or one of these industries cars i mean used cars
debt at an all-time high used cars and new cars uh purchases right all-time low and price
discrepancy for earnings once again biggest gap that we've ever had but the news is hey cheapest gas prices since
2021 and yet people don't really feel that so just kind of giving you a broader scope of the world i
mean i'm still once again bullish i think the top is uh middle maybe probably q2 of next year
uh didn't expect us to get this low or this flush now but in a sense i still think a
bubble needs to really break and break down um but we are going into money printing and assets
all assets go up every single time we've gone into money printing right so something to keep in mind
um got that post about quantitative timing ending. And then Trump is also supposed to make
an announcement today at 2 PM. No one really knows what it is. So just keep in mind, uh,
could have a little bit of volatile reactions if anyone is, uh, playing perps on this.
And then, um, now kind of going into Tyler's minute is what I was going to talk about.
So he does a really good job of just doing an overall breakdown as well per day.
Right. So first and foremost, I'm going to pin this up so you guys can follow along if you want.
Even this shit's weird.
Crypto majors rebound off a sell off.
Bitcoin at 87. We broke 89 about an hour ago
uh sailor strategy announced 1.44 billion reserve to cover debt payments i know that a lot of uh
speculation and shit on the timeline and just people talking right is hey what is his liquidation
level if we go under i think it was was like his point is 69 or 65K.
It's in there, right?
Low 70s, high 60s.
But we've explained this to you.
You have to be under that point for such an extended period of time
to where he would then have to start to sell off shares of MicroStrategy
before he even got to Bitcoin.
That's what you guys don't understand.
Because it's Bitcoin paired off of, or MicroStrategy paired off of Bitcoin,
Bitcoin is the last asset being sold.
They'll sell off shares of MicroStrategy, and they'll do that to mitigate the debt first
before they even tap into their Bitcoin
reserves well they prove that they have enough for two years worth of dividend payouts right
and debt payments which is that 1.4 billion dollars so they're not really worried about
it in the sense I feel like if you want to look at it and consider kind of a trade, right, in the stock world or in that, right, if you want some kind of proxy Bitcoin exposure.
I would look at a micro strategy.
It wouldn't be bad.
I mean, the fear, the biggest fear was them blowing up because they couldn't do that.
And I mean, they're probably not out of anybody else.
I mean, I didn't really have a doubt that they would, but, you know, some people did.
really have a doubt that they would, but some people did. These smaller ones that did dats
around other tokens, ETH, Bera, Hype, Sweet, any of those, I'd be weary about those companies and
if they can make these downturns. We have an updated bill or an amended for the Genesis Act.
That'll be dropping, I think, at the end of this month they're
gonna meet again and give us clarity about that right Genesis Act already passed but this would
just be to continue that on okay myriad market myriad partners with Trust Wallet to bring prediction markets inside the wallet itself. Vanguard announced that it'll
start trading crypto ETFs. And you're also now starting to see the recommendation from different
banks and different financial institutions for how much Bitcoin exposure you should have in your
401k slash retirement fund. We told you guys shit for years, right?
Of how this rollout would happen, that they would essentially bundle Bitcoin in with these assets.
They would give you the option of going into the high risk category, low risk category,
and then choose exposure. So most are, I think the highest percent exposure that I've seen is 6% that they recommend. But most
are recommending your port have to their clients as a financial institution, anywhere from 2% to
4% of your overall retirement or just investment portfolio with some type of Bitcoin exposure.
That doesn't mean it's on-chain Bitcoin.
It could be through an ETF.
It could be through another proxy.
It could be through mining companies, right?
Which is something that we don't really consider as well.
But yeah, I mean, that's the adoption is starting to happen, right?
Let's see.
Ripple secures payment license in Singapore.
Vitalik warns that shifting Zcash, uh, governance towards token-based voting could erode the privacy protections.
Uh, Zcash is down almost 60%, 70% in the last 30 days, uh, parabolic run to over 700,
right?
And it was started in the 100 range, but has since been
downwards. We saw a lot of the whales and the narrative being spent of, oh, these people are
selling Bitcoin to rotate to Zcash. And I'm pretty sure a lot of people did. And that wasn't just a
narrative, but it was also just a narrative, right? It was happening and people were connecting the
dots that it was happening, but it wasn't, I'm done with Bitcoin, Zcash all the way. So something to keep in mind,
like two things can be true and it's all about perception or how the data is presented.
House Republicans released a 50 page report about what operation checkpoint or choke point was 2.0.
About what operation checkpoint.
Or choke point was 2.0.
Let's see.
Let's see.
Trump Media and Crypto.com.
Move closer to launching a publicly traded.
6 billion.
CRO dat.
I think that that probably wouldn't be bad.
To get some exposure to.
I mean Crypto.com itself.
Is a whole ecosystem right.
They have NFTs. They have shit coins, they have their Kronos token.
If Trump is going to go over there and try to crime his way into some type of liquidity,
choose to play that game if you want to, right?
I mean, he's going to crime himself some money.
Just don't be the one giving your money to him.
Because that's another thing, too.
He tends to go into these highly liquid pockets and yes a lot of people make money or some people
make money but more often than not the swamp gets also drained through his businesses in
participation so something to keep in mind uh in memes coins whatnot uh we got far coin leading then you got doge at one
percent pepe minus one percent pengu plus two bonk plus two trump plus one um protocol and tokens
kalshi launched a tokenized uh prediction market on seoul or through seoul and you can trade it
through jupiter um i don't know if any
of you guys saw the infinex beef on the timeline a bunch of influencers were talking uh mad shit
saying infinex was horrible that you know they were so mad that you had to do a one-year lock
up etc etc and then within a week all of these guys are bull posting their infinex crates and uh funny how that works huh
yeah apparently they got fat ass allocations now and everyone's like in love with the one-year
lockup i mean i'm talking everyone was oh these guys farmed us these guys are bad we need to you
know ask better of the space and not be you know subdued by these fucking airdrops or whatnot but i mean within
literally a couple days you have everyone posting oh look at how many crates i'm getting for the
infinix airdrop and this and that so it will be another quote-unquote public ico ipo um some
stipulations uh ultimately there is a lockup so if you want to participate if you're around when
infinex originally launched and did all those leaderboard campaigns um check it out if not
i'd probably stay away just for now i mean it stinks so uh let's see and then nfts um budget These budget payment minus 1% basically minus 2% hypers minus six
Infinex patrons my plus 7% and then v friends plus 6%
All right, I saw that
Sony is going to be launching their own stable coin and it'll be used for
launching their own stablecoin and it'll be used for gaming payments for U.S. customers. You could
pay for video game subscriptions and other content using their stablecoin. So that's pretty
interesting. I mean, who isn't launching stablecoin really at this point? It seems like everyone that
the floodgates have really been opened there and i don't think
the average person even understands like what a stable coin is yet if you took a survey of
normie friends you gathered them all in a room and asked to say like 10 maybe one or two of them
could probably answer i don't i think they really need to do a better job of explaining things. I don't know exactly who they is, but someone needs to start educating the masses because
one day there's just going to be this switch to like digital money or I don't know how
it's going to happen, but a lot of people are going to be caught blindsided by that,
I think.
Okay, so maybe, maybe chief is not here So i'm just gonna go into something else that I have
I had to go get because of the way that the member the host is I have to go check the other phone
Nothing pops up
No, you're you're good. Thank you for filling or speaking. But yeah, because I'm not host, I can't see anything. So I was like, maybe I should go check and there were requests. So I think MLO came up and Sam, but I don't know if they're up here. So try again, MLO, if you're down there or whatnot, and we'll get you back up. But y'all shoot me some emojis or shoot me a DM. And then I can get you on the other phone. I just have to walk into another room.
Oh, I can't see any requests.
Yeah, I know we can't.
What up, Sam?
Hey, what up?
What up?
I was going to speak on the quantum tightening, and you pretty much covered everything.
I mean, do you think that's the reason why Bitcoin is taking that little run right now?
Yes or no right i mean i think that
we've we've hit levels that we needed to uh with speculation of trump's announcement but also the
fact that we're starting to print money and we're injecting it it's um overall going to catch up to
each other right so right right yeah i was Right. Yeah. I was, you know,
I kind of went in and, you know, and what I came across, it was like,
it was saying more money stays in the economy. Um, borrowing will become easier.
Interest rates may eventually fall and, you know,
more, more to get more mortgages will be easier to come across and stuff. We're at a 90% chance that interest rates will
be cut this month, right? So that's more or less confirmed, which I told you guys would go up. I
mean, it was at 60%, 40% at the beginning of last month and everyone was looking grim.
We got that jobs report and numbers
look horrible right well now we more or less have confirmation that powell is going to be replaced
trump has his man that he's going to put in there his man has already spoken about two or three
primary uh points of focus and inflation is one of them. So we are going to have another,
let's just say inflation cut right on top of printing money. Now, is this all this little
rally? Is this us pricing that price cut or that inflation cut at the end of the month in? And then
once we get it, we dump again we dump again maybe right that's typically what
happens or what has happened so just keep that in mind as well but that's another thing right we
have trump getting his man in uh he's already kind of basically told everyone that if he gets his guy
if he gets bassett in there uh we're good and that everything's going to be golden in the economy
that you know inflation's going to get cut and we're set.
So it fuels that narrative.
Yeah, yeah. And also, I appreciate you guys for keeping the TDA going.
And you guys are kick-ass, man. I appreciate what you guys are doing.
Allison, I know it's hard moving and doing this at the same time, but it's appreciated.
Thanks a lot.
TDDA or stay poor.
Thanks, Sam.
What were you talking about, Allie?
Or were you done?
Well, I was just talking about Sony stablecoins, but I saw that this morning Metamask announced, Metamask announced that they're introducing transaction shields and it's an extension of their security
stack. Subscribers to transaction shields will be guaranteed against loss up to $10,000 per month
for any transaction that they deem safe. And things that are covered like eligible interactions will
be DeFi swaps and lending, swapping tokens on verified apps like Uniswap or OneInch, engaging
in lending liquidity interactions on protocols such as Aave or lido nft mints and sales on trusted marketplaces
like open sea or rarible and airdrop claims from verified smart contracts things that they won't
cover are compromised wallets speculative and economic losses so if you buy a token and the price goes down um and protocol exploits it's almost like an fdic but specifically only yes yeah you know wonder like
how they're covering losses but i mean i guess they get fees you know if you're doing swaps like
within the wallet and um i do
think i do think it's interesting because like the whole thing about being part of crypto for me was
just being responsible for my own actions and being responsible for my own money but if we want
to bring more people in something like this probably is needed because they have to trust it yeah yeah i mean
there's still people i know that walk in or go to the bank to handle their business like they don't
do it over the phone they don't do it on internet they grab their money they go to the you know hop
in their car go wait in the whatever fucking line if there is a line you know just to do that and i
mean you can tell them yeah
yeah yeah that's cool and they understand and they know and they know there's easier ways and
i'm pretty sure like in a bind they'll do it you know but that's not their first choice
so and i think you you start to kind of just talking about that too right the dependence
that needs to be added and blockchain used to remove that. I got something pinned up to the top.
I mean, I think this is the beginning.
Maybe universal basic income isn't going to come the way that we thought it would come,
right?
Like, hey, don't go to work.
You have this account.
We're going to give you $500 a month.
Okay, maybe it's not like that.
But what if since you've been born, you were born into an investment account that made it to where you didn't have to work forever, right? You were already born with a basket of assets under your name that puts you into a quote unquote retirement status. And that's it. And I can see this kind of that dystopian rollout slowly starts to take place with more and more announcements. So we have Trump saying that he to promote childbirth while also kickstart the quote
unquote economy.
He wants to have every child that's born have their own investment account, right?
Basically like attached to your social, a reverse social security, right?
Instead of you putting money in there and
you not being able to take it out and only getting it out at the end, this is a, you start off with,
let's just say 500, a thousand. And as you age, that money is then available to you, maybe in
percentages or ages with you, right? Well, pinned up top, you have, I would say, I think this is probably the first kind of big
corporation to hop on board or to even talk about fundraising stuff like this, right? But I can just
see, this is why I said the universal basic income might not be the government using tax money,
but maybe the billionaires sharing their wealth like we want to. I mean, it's going to come at a
different cost, right? Oh,
the billionaires could give a billion dollars, feed world hunger. Cool. If I'm going to do that,
if I'm Mr. Billionaire and I'm going to do that, then we're going to do it my way,
right? And so $6.25 billion for 25 million children equals $250 each of Dell.
So this is Michael Dell talking.
Susan and I believe that the smartest investment we can make is into our children.
That's why we're excited to contribute $6.25 billion in our charitable funds to help make 25 million children start building a strong
financial, a strong foundation through Invest America. So I think that this is actually the
beginning of Universal Basic Income. And we're going to basically be phased out of needing to
work because after you're born, you'll have Dell,
you'll have Facebook, you'll have Microsoft, you'll have everybody that did this dumb shit.
Child starts off his life with, let's just say, five, 10 grand. That's not a lot,
right? But let's just say you have 10 grand that appreciates all your life with compounding
interest or even for 20 years, I mean, you're
kind of good just the way compounding interest works and just add a basic six or 5%.
So just, I don't know, open your eyes, grab your tinfoil. But I think that this is going to be
the beginning of universal basic income and just a different kind of rollout.
And I can see more and more corporations trying to,
one, get a tax write-off like this, two, look like superheroes because, hey, I gave your kid
250 bucks a Dell. Shut the fuck up talking to me. You know, like your kid is rich because of me or
retired. So not for us, right? But for one or maybe two generations coming up, everyone has this.
And once it gets started and they're set
they're all retired at birth therefore you have a different style of universal basic income
that kind of rolls out at least that's my opinion but saw that up top i'm pretty sure the uk has a
program like that you get an amount when you have a child that's born and it gets put in some sort of like investment account um if anyone
here is british and on the stage if you could or in the audience if you could confirm that that
would be great um but that's not the only like early form ubi coming uh last week i saw in the that a nonprofit called GiveDirectly is giving 160 low-income New Yorkers a $12,000 UBI type of thing in crypto.
And it will be paid in USDC.
And it's being funded by leftover money that's in Coinbase's closed philanthropy arm.
And so each participant will get $8,000 up front and then $800 per month for five months.
And it will be delivered through the Coinbase account.
So this is only available again in New York, but i'm very curious to see uh how this plays
out because i do think that ubi is coming probably quicker than many of us realize did you hear about
this coinbase thing no i didn't okay yeah i saw floating around on the timeline emlo did you get up here did he make
it up my bad i was in the other room i think that's okay did emlo make it up i don't know i
only can see him as listener so i can't see shit maybe not he tried again i would like um
jump in huh um i mean just i think just another way to trap trap. Yeah. I mean, why not do it yourself by starting in a state of trust and and, you know, do it through EIN number, not to social security number.
Keep them out of your business.
I mean, it's something that already exists anyway.
They're just trying to front run people that don't know that they can do that as far as, you know, directing their wealth more to them and they'll be in the executive of their state.
So. That's the executive of their estate.
So that's the way I see it.
Now, did it work, Emlo?
Yeah, what's up?
I heard that the Trump thing has to do with investing in natural resources overseas.
So I don't know that that necessarily has to do with crypto.
What Trump thing?
His announcement at 2 p.m oh like yeah i'm just saying that's speculation that that could be adding to a little rally is all you
know what i'm saying like everyone's just adding everything together that quantitative
tightening ended trump speaks this and that so you just hear it all on the timeline um appreciate
that though this michael dell thing is that for anyone that is under 12, 10 can claim, or that's just for poor people?
No, it's starting out as an invest.
It's called Invest America.
Trump proposed it or whatnot, but it's to have more financially literate or stable people.
or stable just people right because they told them that only you know let's just say one percent of
the united states actually knows finances or invest in the stock market so this is their way
of just starting everybody off with let's just say two shares of microsoft and saying we did
something for you and you're financially illiterate i don't mean that's so i wonder i wonder if like apple and other companies are going to do
that also yeah that's what i was saying that's how i think the real ubi is going to start it's
just everybody's going to do the same thing kid's going to be born with let's just say a portfolio
of five ten grand locked up for 20 years compounding at a five percent right and it's like here
yeah but i wonder if inflation will outface that
yeah probably but it's the illusion of we gave you xyz and you know i mean that's the thing i just
see that this is going to be the way that the billionaires or these companies that we've always
wanted to you have so much money put some back they're going to put it back, but in under their terms kind of thing. Pitting up top, we have Saudi Arabia discovers 11 tons of gold, copper, zinc,
and silver in the Najin region.
I think that the interesting part on that is everyone has always said,
we can, you know, find more gold at any point.
We got Elon and all these other people trying to mine natural resources out of fucking asteroids in space.
So eventually we're going to find a way to land on some type of gold.
Either we're creating it or not.
Right.
They're able to make little small gold particles, but it's not enough even for chips yet.
But I mean, it's they're
trying right i mean we got the campbells guys saying that they're 3d printing meat so it'll be
shortly it's not going to say that it's going to replace gold but it's not finite it's i mean
that's the whole beauty of bitcoin regardless of whether it's used for x used for z used for
whatever the fuck you want to use it for uh there's only 21 million
so all right now on to some things going on in our space um first uh kabuto is the talk of the
town i don't know if anyone knows anyone's seen that um i think that that's an interesting thing. So Kabuto is just a Pokemon card, an account called Kabuto King.
Probably about four months ago, came to Twitter and had one sole mission, right?
And I mean, you see it in collecting people that have binders, pages of one card, right?
Oh, I love this card so much that I buy a whole binder of it, right?
Or I buy a copy every time I go to a show or whatever the fuck it might be. Well, his goal
was to own every card in existence. And I think that the interesting part is this, we see this
happen in crypto Twitter all the time, right? But this is the first time we see a little blender, almost like a crossover into real world. So he's buying a simple, common, basic card, right? But
this is also, once again, supply, right? Supply plays a big factor into this, how much supply
exists. This is a common card. It was originally when he started buying them, it was worth under a dollar, right?
About 80 cents.
It's a card that you wouldn't keep put away.
You wouldn't put in some plastic.
You wouldn't save.
You wouldn't do anything, right?
It's a simple ass card.
You throw it to the side or give it to a kid or your brother or whatever.
So because it was kind of had those parameters, he realized that it would be cheap to accumulate,
right? And no one would really even notice if he was buying them every day over and over and over
and over. So he starts, um, he's currently at 18,000 or 1800, sorry, Cabo uh the card itself similar to like an nft or a token is at 50
a card so he started doing the supply control right and basically buying it under the market's nose
for the last four months three months and people talked about his account on Twitter. People have followed him, right? Poketwitter knows who he is. And once again, it's not anything
crazy to them. They have people that collect binders and binders of one card. Oh, I like
cute cards or oh, I like blast toys or whatever. So he blew up, right? You got Autism Capital made a big post about him. You have the Crypto DGens
start fueling money into the Pokemon scene even more hand. They went out and started buying
first edition graded of these cards, right? The actual 10. And before the 10s were in the $80
range. Now they're over $1,000. so it's starting to escalate now the reason why
that works in the regular world and not crypto is one we have everything in the regular world
is limited through in-person transactions right if not it has to be through a snail mail way of
communication even if you go out and buy all the cabudos today,
you're not going to have them in your hand. Right. And that's been one of the issues, too.
Let's say I'm the shipper. You bought 50 from me and I go on Twitter tomorrow and I realize that
you're doing this. I cancel the order. Right. And so this is where you see the benefit and also the, I should say the downfall of crypto,
right?
The benefit is that no one can undercut this man in the way that we could here.
Here, you'd have someone go and make another Kabuto token.
Here, you'd have the ability to not cancel any buys, any sells.
You'd have a lot of upset people.
In the regular world, it doesn't really exist, right?
Yeah, someone can go and under
cut the market sell one card but there's no way he can physically get off 1800 cards even if he
wanted to right uh we gave this example about michael saylor and bitcoin uh when he's the only
one selling debt to buy more bitcoin right when it comes down to well who's buying the dip
well they look at you and they're like well you're the only guy that likes bitcoin so you're you're
buying the dip right so you create a yeah but this market is only this market is only as strong as
this dude who's trying to market make kabuto if if one day everyone decided like if one day he
decided he doesn't fuck with Kabuto anymore.
But that's the difference.
That's where in real life is different.
And that's what was my point.
He can't get off 18,000 cards.
Yeah, exactly.
But he's also the only one that's buying them right now besides maybe people that are following along.
And that's why he still hasn't made that market.
Egg market.
Yeah.
That's the whole scenario.
It's like, okay, cool.
Well, who's the Kabuto buyer? Well, you're the Kabuto buyer. So if you stop buying, then who's going to buy with
you? Right. And that's where everyone was scared that Bitcoin was going to be the same thing.
Michael Saylor was just taking debt and propping it up. If he stops buying, well, who's going to
buy Bitcoin? Right. Bitcoin has survived long enough to where you have other people interested.
This is still hasn't broken out yet.
It's still just the Kabuto King holds 80% of the market because we're bound to
snail ways of communication and transportation.
He can do this.
Does he actually own 80% of the market or he owns 80% of what was transacted on eBay? Cause there's a difference. If it was on chain, we'd know does he actually own 80 of the market or he owns 80 of what was transacted on ebay
because there's a difference if it was on chain we'd know if he actually you don't know that yes
we're saying no one knows but you now compare it to the only ways to grab these cards is is to buy
the packs the packs are at 300 a pack and then so you now have supply control of how they're coming
to the market, right?
Eventually the market's going to dry up and there's going to be none in circulation or people are going to want to hold on.
Is this a new card or it's an old card that he just decided to break from?
Oh, it's from 1996.
It's gone.
Like anything that's here, thousands have been destroyed.
Like it's old as shit.
It's from the second.
But it also could be that people don't even recognize that they have this card.
Like, I doubt that he has 80% of the market, especially if it's that old.
No, people, that's what I'm saying.
People don't know that they have the cards.
The ones that do don't have it in good condition.
But now this is what you're going against.
If he doesn't stop, you know, and this is the whole experiment.
So now you have the crypto guys go know, and this is the whole experiment. So
Now you have the crypto guys go in there and add fuel to the fire
He was doing all of this on his own for months
Well, you had some crypto guy go in and they made him a coin
Using bags or whichever whatever one you can donate the fees to a person. I don't know which app that is
but now The coin is trading and all the creator fees go
directly to Kabuto King.
And it's extra money now to kind of add fuel to this fire for him to keep going and buying
them on eBay and all that kind of stuff.
So I think it's just an interesting experiment.
I mean, we've seen this kind of stuff happen over and over. Like this is almost like an in real life meme and a pump and dump happening, right? But the dump
is more, is harder to dump than it is to pump this. It's, you know what I'm saying? And this
is where the real bag holders come into. Because once again, it's harder to dump. Mind you, you
buy it on eBay today. It takes a week to get to you.
And then you list it.
And then you have to hope to sell it and get it out in time and this and that.
So once again, a lot of bag holders depending on how this plays out.
But it is interesting to see that it's kind of like crypto world coming to Web2.
Web2 getting mixed with the crypto heads and kind of influencing how
it would play out and yeah so it's all over your timeline i mean at least it's all over mine
and um yeah it's kabuto king go check it out and people are hoping and praying that it just
continues to grow right as a fun experiment not necessarily the crypto side of things that's more
new that's within the last week that they made the token and all this shit, but just experiment as a whole so
All right
Yeah
Everybody's just sitting here and I mean like it's getting coverage everywhere. So I
Also wanted to just quickly mention I'm in Miami right now for Art Basel Miami
How is it?
I mean it hasn't really started yet
but yesterday I went to a dope event
at the edition with like People, Tyler Hobbs
and a few other legends
and what I was going to say
is this year we actually have 12
crypto galleries that are going to be at
Art Basel itself in the convention center
so that's really dope because in the past it's been like side events whatever this year it's at
the main stage was yesterday the uh event that like the free people mint one are you going i
know that's that's that's at the main event okay that's starting wednesday i'm pretty sure you're
doing that and the jack butcher one too right that'll be pretty sure you're doing that and the Jack Butcher one too, right? That'll be pretty cool.
Yeah, they're both at the same thing.
They're both in the main Art Basel Miami.
So normally when people say they're coming to Art Basel Miami,
they mean they're coming to Art Miami week and doing everything.
The crypto galleries are literally in Art Basel Miami.
Yeah, because typically they're at space, right?
I mean, every time I've gone, I've gone to space for all the crypto people shit.
Yeah, I mean, Alpha Centauri Kid has something at Design Miami.
If anyone's in Miami and coming to this, just DM me.
I'm happy to tap you in.
For sure.
Yo, if you guys are there, like we talked about this last time,
most of this stuff is just getting there.
I mean, go shake hands.
Go see these people.
This isn't an international event. This isn't just like crypto.
It's world-renowned. everyone comes to art basil it's known for xyz for art exhibits and
just cool shit dude music all forms of art so yeah go out there for sure if you're there
um i'm gonna put something up to the top and just kind of go through just some opportunities that
are out there uh we're seeing i'm not gonna call it a meta
but everyone doing the blind box kind of thing right um we did pretty well on the last blind
boxes that we bought um and then now uh we have the seals and then you had the pudgy penguin one
right i know pudgy penguin one is actually i think it's closed i'm sorry i think
it closed yesterday let me double check real quick the seals i thought is not a blind box i
thought it's just a plushie that's 25 it is but people are thinking that but because you put your
monad address people are assuming that you're going to get something uh they... No, I think it has to do with them giving a soulbound token
on your Monad address,
and then when they drop Omnia, which is their game,
they're going to distribute something in the future.
I don't think it has to do with Blindbox, though, necessarily.
Yeah, the Pudgy Penguin one is done.
7,226 were minted on primary.
It was $100.
Same thing.
Speculation of people assuming that it would be what it wasn't or what it is.
Floor price is $80 is the highest offer right now.
So if anyone wanted it, if anyone got one uh be on the lookout for that but i do think it'll be a while right it'll be when pudgy
penguins probably tge so keep that in mind and it's tradable so maybe wait till this
dies down and buy one if you want one later uh pinned up the seals thing like uh emlo said it's just an actual plushie
and you include your monad address for soulbound token soulbound token speculation is that it could
lead to something when uh omnia goes live i told you guys seals are probably my bet for monad
exposure so keep that up top and keep that in mind as well if you want. I'm going to probably grab one for my dog.
I ain't going to lie, dude.
And let him eat and play with those.
Next, we were talking to you guys about...
What was it?
Oh, Breakpoint, right?
right we're gonna have a lot of things going on uh with solana breakpoint coming up um you have
We're going to have a lot of things going on with Solana Breakpoint coming up.
moonbirds with i which i speculated would do their token announcement um at breakpoint right
a lot of crossover with solana doing a lot of that and so nothing yet but it says burb is coming soon
on solana that was announced 10-2, right?
So two months ago, we got Breakpoint coming out in two days.
Moonbirds also did a blind box, right?
We know that.
We all participated.
Some of us made money, etc.
People are assuming that this next, I guess, drop, right?
It's either an NFT or a token from them.
I got it pinned up to the top.
They dropped it yesterday.
It looks like you're ripping a pack
and there's something there for you, right?
So check it out.
I mean, if anyone's still holding their blind boxes,
this is going to give you a little small pump,
but I really think that this is all going to be revealed
at Breakpoint. so either position yourselves accordingly with more boxes or
get yourselves into the ecosystem if you'd like something how big do you think this token drop
is going to be though i feel like not that it's a nothing burger but they don't have a war chest
of funds to even pump a token unless the community is coming in and
really rallying around them i don't know if they even have that juice right now
i would agree i don't i don't think it either and then especially with this whole
i think it might be stacked with the soul bounds right you know they've been really pushing this
do all the soul bound token campaigns um they're gonna the people that did it all bro
are gonna get a good airdrop but it's gonna be like five people did it all and that's it and
then they're gonna be like well it was free and anybody could have done it if you were paying
attention like i mean all true things right but for the vast majority we all got you know maybe
a handful five of these soulbound tokens because a of these, you had to have been in that ecosystem for a while.
With assets in the ecosystem.
Not just, oh, hey, I can go get this.
So, I think that that's what it's going to be.
And it's, we take care of our own.
And those guys are going to get a fat airdrop.
It'll be like five or ten of them.
And that's really it.
But, hey, I'm pretty sure it's coming breakpoint right uh they have the
hype they have the steam they have everything they're doing all their marketing campaigns
i think the most you wouldn't really fumble that and breakpoints in two weeks so
ali do you have anything i do yeah i have a couple things before we wrap up. Today, Amazon had an announcement about their Tranium 3 AI chip, and they're claiming that it is up to 50% lower training costs and 40% better energy efficiency than NVIDIA's GPUs. And so stock moved a bit on that announcement this morning.
So stock moved a bit on that announcement this morning.
Then another AI and prediction market related thing.
Probably like many of you, I get so many newsletters.
I don't even know who sold my email address, but I get a lot of crypto newsletters.
And I opened one this morning.
And if I find anything interesting in them,
I tend to click through. And I found something. This account has three followers on Twitter.
So I'm assuming they paid to get into this newsletter. But I did go on their website,
and it is in beta right now. And if you're into the prediction markets, it's definitely
something interesting to take a look at. Just one
second, I have to get, okay, it's called Xolab. And what this platform did was they took six
different AI models and set them loose on Polymarket and Kalshi data to try and find
training opportunities. And each model has like a different role.
And they say like, for example, Grok is aggressive, analyzing social sentiment. GPT-5
is balanced. Claude 3.7 plays a conservative with deep analysis. And if you go, if you click
through to their website, which is, they don't even have one tweet.
So I can't actually pin the Twitter, but it is just X O lab underscore AI.
Um, that's the Twitter account.
But if you check out their website, it's in beta and they have an intelligence feed and all the different markets on various platforms are in bubbles, like a bubble map.
feed and all the different markets on various platforms are in bubbles like a bubble map
and you could click through and see analysis on each market um and i guess you could use it if
you participate in the prediction markets a lot you can use it to help find opportunities and
place your bets uh because then you have like six different um things to look at instead of like
going at it on your own if you don't have time to do a lot of research.
So I wanted to mention that.
And then the last thing that I have is to remind everyone that today is Giving Tuesday.
And if you go on the Giving Block, you can donate crypto to various nonprofits that you would like to support.
I just wanted to mention that.
And you also get a tax deduction for your donation.
Appreciate that.
Just keep your eyes peeled.
I mean, a lot of stuff happening this week, right?
We do get our Basel.
Could be some mints.
Could be some surprise opportunities to also make yourself some money
right um we've seen these pop-ups i mean you got people that are wanting to pay for their trip with
whatever they get for free so they'll always be the paper hands so cool opportunity to scoop
something up right but also um i don't know probably collect some cool art right and experience
something new if you're out there check the forms i know that there's like uh the event list forms i think that that's updated
uh jen's form is always up to date and and you can go and figure out where a lot of this stuff is
i know openc and they were doing also the rect and invitational i think that that happened
yesterday or is still going on so just a lot of events and just not online news
going on, which could potentially influence online and our bags or just things that we're
connected to through by proxy or whatnot within the next following week. Right. We got rate cuts
next week. We got Japan interest rates, potential hike again, right?
And then you also have the Fed starting to print money.
So things are looking decent, right?
I mean, once again, I've just kind of been chronically bullish and we'll probably stay that.
And there's still money to be made in the bear or the bull.
I think all of those are just fucking labels.
We'll be here.
Easiest way to find out and to know is notifications on the account itself, the TDA.
Only time it tweets is for spaces.
Appreciate y'all for following.
Appreciate y'all for keeping up and, you know, supporting the journey, right?
It's been going on four and a half years now.
So ain't nothing change.
It's TDA or stay poor.
We'll catch you guys thursday and ali
any last words nope maybe just consider donating for giving tuesday yeah quit being fucking bums
donate right go do something nice and uh don't record yourself i think that that's the biggest
challenge just do something nice to do something nice. Appreciate everybody that came up and contributed. MLO consistently coming up,
trying multiple times and making it up here and adding to the conversation. Sam always coming
with the flowers and whatnot. And once again, stage is always open, guys. It was a little
harder today just because we weren't as co-hosts, but I would love to see you guys up here and catch you guys thursday y'all be safe and have a good one
