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THE DAILY ALPHAโป๏ธ
Recorded: Nov. 7, 2023 Duration: 3:27:16Space Recording
Full Transcription
Hey, we got double-A co-hosting.
You know, it's going to be fun.
Hey, what's up, man?
Appreciate you stepping in, man.
Chiefs, he has the quad art thing.
They're having some kind of reveal or some kind of conference in L.A. tomorrow.
So he's traveling there for the whole minting process and the reveal and stuff.
So he's not going to be here today.
Yeah, he's got to go meet with the cabal.
I get it.
Yep.
The art cabal.
Make sure that that shit pumps when it is released on the 7th.
I think it's on the 7th.
7th or 8th.
I forget when they actually were able to submit this.
But, yeah, I appreciate you stopping by and being able to be up here for the whole show.
And you have the ability to mute and unmute and run the show.
So step all over the toes.
Make people uncomfortable.
It's typically pretty entertaining.
And it gets people going.
So I appreciate you, man.
Thanks for stopping by.
Yeah, no problem.
Anytime.
All right.
So appreciate you guys for coming out to Daily Alpha.
We run the space Tuesday through Saturday, 945 till 12, 1230, 1 p.m. central.
Not sure how long it's going to go, but we'll go as long as there's participation and there's topics to talk about.
Typically, on Tuesday, since we've had, you know, two days off, there's abundance of things to kind of speculate on and talk about, which, yeah, that's exactly what happened over the past 48 hours.
But for the people listening, we also appreciate you.
Thanks for taking a little bit of time to listen to the recording.
We do see there's over 50 to 60 people that actually do listen to the replay.
So that's awesome.
You're part of the community, too.
If you do like the space, you can like and retweet it also.
But I guess we can get into it a little bit.
I guess something that I saw that was kind of macro, kind of suggests the stock market's not doing the greatest.
It's been kind of red recently was WeWorks just filed for bankruptcy today.
So this is a company that was evaluated at $50 billion and it's zero and it's going to zero.
And the stock is literally plummeted off this news.
If this was an NFT project, we would all be calling this a rug at this moment.
$50 billion evaluation.
Can't run the product anymore.
Can't run the company.
Bet they bought Lambos and houses and, you know, sold equity and shit like that.
But, yeah, the stock market's not doing the greatest.
We also have inflation also creeping up a little higher.
I think it's above 3.7.
And Jerome Powell wants to get inflation at 2% over time.
We're continuing to print money.
Stock market's not looking great.
We have unemployment rising, inflation rising.
I think we have a CPI print later this week.
So it's going to be interesting to see how that manifests.
And I think the next FOMC meeting is going to be a tricky one.
A lot of people are speculating there is going to be no rate hikes.
And he was a bit dovish at the last minutes at the FOMC.
So with all that, with companies collapsing, banks slowly cracking, it's going to be interesting to see where Jerome goes in the next FOMC meeting.
And we're kind of euphoric right now in Web3 land, which I'm euphoric.
I love it.
I love seeing people make money.
I love seeing meme coins and crypto and stuff pumping left and right.
But we've shown you the charts that November is one of the most bullish months there is in crypto out of all the months on the average basis.
So for you guys, it's great to be euphoric.
It's great to make money, but not financial advice.
But I would be trying to take profits this month personally.
I personally think December is going to be a nice month, but then you start getting into people tax loss harvesting.
And there's typically a little bit of sell pressure in December.
So I guess take this time where things are pumping.
We spent like four or five months in the past where nothing pumps and our bags dump.
So take these green candles for what it's worth and sell while it goes up.
And I think you will be better off than just thinking that we're just going to moon for the next five or six months and all our bags are going to go up a thousand percent.
So I don't think that's the case.
Definitely think this is maybe a temporary pump.
We got a lot of liquidity being pumped in the market from meme coin.
We got, you know, speculation to ETFs.
We got Larry Fink on news basically saying crypto is a flight to quality.
And that statement was made on October 16th.
And ever since then, crypto has had like a trend reversal from him kind of going on these news agencies and saying, you know, this is a flight to quality.
A lot of people like Double Ape has stated in the past that he thinks Bitcoin is going up based off ETF speculation.
I showed multiple articles that a lot of people think that this is a place of crypto is a flight to quality.
It's a hedge against the dollar.
And we'll see, man.
Like it's definitely interesting times.
And people are back.
We got NFT boyfriend back.
We got Chris showing up early, early.
This is what we're talking about, baby.
I love seeing people make money.
I love when our bags are pumping.
But I've been, I mean, I felt like we went through this kind of same situation last year.
And we were in a worse bear than this.
We had a November rally and a December rally.
And then January and February were kind of down months until we got the token airdrop from blur.
So it's interesting times.
Stock market's not looking that great.
Inflation starting to creep back up.
Unemployment starting to creep back up.
Cryptos, you know, continue to pump.
So it's definitely kind of like looks like it's a bit de-pegged.
And we'll see where it goes from here.
But Double, what has been on your mind the past two days since we left?
Anything that you kind of stumbled into?
Anything that's on your mind macro-wise, Bitcoin-wise, NFT-wise?
Something that you've kind of like been wanting to talk about since the show's ended on Saturday?
I mean, not much, to be honest.
But I did hear a few people talking and following some of these, like, TA masters or whatever looking at Bitcoin.
And we're, like, in this uptrend, right?
And it's always like, hey, if it breaks up, we're going up.
If it breaks down, we're going down.
So that's always what I get from it.
So, I mean, we're still, like you said, in the macro economic side.
It's not looking great, right?
But who knows?
I mean, we're definitely kind of bullish right now, which is great.
But I agree with you.
I agree with you.
We should probably look to retaking some profit and then seeing how it plays out, right?
There's nothing we can do but see how it plays out.
But at least we're on the right trajectory.
100%.
Yeah, I mean, it wouldn't hurt to have some extra money in your pocket going into January.
I don't think โ I think we all participate every day.
So I don't think that even if you do take profit, I think there will be other opportunities where you can get back in.
It's just not going to run away from you.
How are you guys doing?
There you guys go.
You guys have a good one.
But, yeah, I just think that we're a bit euphoric.
November is a great month.
I definitely think we possibly could have a Santa rally.
But unexpected things could possibly change things.
The ETF announcement could definitely change things.
And there's just a lot on the table.
And I don't know.
Like, this gaming meta is getting a bit out of hand, personally.
Anything that has a token attached to it is just ripping.
I don't know how sustainable that is because, like, the tokens aren't coming anytime soon.
Like, a lot of these tokens are coming in January, February.
There's, like, no announcement of these tokens.
But people are like, oh, I want the next meme coin.
And, like, the people in this space have a fucking memory of, like, two seconds.
I just don't see people having patience enough holding these NFTs or these Web3 gaming assets to have tokens attached to it for more than a week or two without getting bored and going on to the next new shiny object.
So, I definitely think this, anything that's attached to Animoca, anything that has a token to it, I can't see this be something that lasts longer than a month or so.
So, if you are invested in these, you know, Blocktite games, Wallet Wars, Materia, anything that has a token attached to it, I would try.
I mean, these are up crazy, like, 100%, 200%.
Like, this shit's going nuts.
Like, wouldn't it be a bad suggestion to take a little profit there?
And, you know, you could buy it back in once people kind of move on to the next kind of flower.
I would agree with that, but really, if you look at it, it's all the Animoca stuff, right?
And, like I've said in the past, no shade to them, but, like, you can't really point me to an actual game that they've created that has been, like, a hit yet, right?
So, anything backed by Animoca is pumping, right?
They're the kings of all these tokens and stuff.
So, just be wary about that.
But I wouldn't put Blockt games in that category.
They're actually doing stuff with real hit games, big games, and I think they actually know what they're doing.
I'm not saying that the games aren't going to be hits.
I'm just saying the token that is going to be distributed, why everybody's buying this and getting excited, it's months and months away.
I don't think people will sit with the NFT and hold it for speculation of a token that doesn't have a release date is all I'm kind of, like, suggesting.
Yeah, I agree with that.
I totally agree with that.
But, I mean, like, look at the grapes.
Like, that one is just mind-boggling to me.
I don't believe that is organic at all just by looking at what they've delivered.
It's completely manufactured, right?
There's no way that that โ well, I shouldn't say no way, but, I mean, that token or whatever, that NFT is at 1.6 right now.
It just keeps going up and up.
I know it's a low supply, but just looking at what they delivered, I can't see the token doing much after it comes out.
I think it's all, like what you said, like, it's all about speculation on this token.
And as soon as the token comes out, you know, unless they have something in place like the way Meme did with, like, all this, like, unlocking investing schedules and all this stuff to kind of maintain the price or actually having a great product, it's just going to be, you know, pump and dump city, right?
So, I mean, play it like you should, right?
Don't โ I'm just trying to say be wary of this stuff that's just, like, inorganically growing without the substance there.
Yeah, and we just had an announcement from Grapecoin about an hour ago saying it's going to be a grape November.
So, this is, like, perfect timing.
Just like business, location, location, location, timing, timing, timing.
Grape has, you know, steadily been kind of building, building, you know, 0.3, 0.4, 0.5, 0.6.
And then we get the MemeCoin meta and then Web3 Gaming combined and then it just takes off.
Like, it just completely ripped.
I just think it's based off โ we actually have a set month of when this token's coming out.
So, speculation is continuing and it's just perfect timing for Grape.
If you guys โ they do have these golden tickets that are on their website.
I'll pin it up here for you guys.
They have 100 Grape golden ticket presale.
Who needs tickets? It's basically a pre-ment raffle.
It wouldn't hurt to, you know, register for this.
Hopefully, you guys can get a little allocation of this Grape.
Looks like to be sometime in the next 20 to 25 days.
So, I think that's why it's riffing.
It's the next one up and we'll see where it goes.
We got Chris up here. What up, Chris?
Oh, you know, just shaving my face before I take my Web3 shower on Spaces with all of you.
I am still dressed, unfortunately.
I prefer to be naked, but you beat me to that part.
So, you remember that clout-chasing dick rider, Tendi, and how he tried to tell you all about butt maps?
Yeah, dude.
When those $2 inscriptions that I was fucking raving about hit $34 last night, felt pretty fucking solid, expresso.
So, not going to lie, I don't know if you bought any bitmaps back then, but they are riding high as fuck right now.
There are an insane amount of utilities being built, including ours, which also features use of two different BRC20s, SACs and OXBT, TAP Protocol, our own token using TAP Protocol, and Solana Payments, all integrated inside of a Metaverse product built for Bitcoin using bitmaps and blocked data.
So, feeling pretty goddamn good about that.
And then Ordi gets listed on Binance, which gave me a sick short last night, and now I'm actually long, Ordi, anticipating market makers are going to push the price.
So, it's a good fucking day for Ordinals.
Oh, yeah, baby.
Dude, it sounds like you guys are having some problems over there on ETH, still working things out, but I'm telling you right now, fuck, dude.
And Ordi, and just Ordinals in general, BRC20s are starting to fly.
There's a fucking swap now that burns the SATs token.
You've got this Artment today by BitGod for Quadrillion.
It's fucking...
Yeah, I just pinned up the 24-hour Ordinal volume, which I'd probably need to get back to.
You got Bitcoin Frogs sitting at .06, the Goosenals, .01, Bitmaps, .0007, like $24, $30.
RareStats, Ordinal Maxibiz, and, yeah, did we get into Bitmaps?
That's why...
Why do you think Tindy was so fucking calling them buttmaps?
We're the ones...
You know, he's the fucking, you know, the Bitcoin Ordinal God.
We were fucking describing Bitmaps like under 1,000.
When we first saw it, we actually came into this space the day after and got our whole space.
Basically, in Bitmaps, I got four four-digit pollen drones, and I listed my last one yesterday.
$2, paid $2 to inscribe it, sold it for $750.
So, yeah, I'm selling into that.
Dude, it's fucking insane.
There are people in my community, because we're, like, finishing out our private round.
There's, like, less than 100 spots left for Bitmap Valley, and then we're going live with, like, a whole bunch of shit.
But, like, we're finishing instances now, where you can put instances inside of parcels, and then you can, like, you can inscribe the parcel and sell the parcel so that you still maintain ownership of the district.
Like, real fucking virtual real estate shit using the Bitcoin blockchain, but not blocking out users from others, right?
So, what I found out in the last 24 hours is that there are some people in my community that this has literally changed their life, and I had no fucking idea.
One guy messages me and says, could I get 10 more?
He actually, he wanted a little bit more, but I basically told him I could do 10.
He wanted 10 more districts to Bitmap Valley, and I said, provide me some numbers.
He goes, it's going to be a while.
I have 3,000, well, like, 28-something, almost 3,000 bitmaps.
And I'm like, wait a minute.
That guy at peak last night, that dude had $100,000 worth of bitmaps, and he just kind of got addicted to inscribing them.
He said his average cost is less than $3.
It's like, holy shit.
It was nuts, bro.
Because it was literally 800,000 bitmaps, and we, you know, we were talking about it.
We were getting into it, and, like, you could, it was basically like an open edition at that, like, at the time.
And you could just keep inscribing and inscribing and inscribing.
Like, that guy went, hey, we got 3,000 of them.
You know, they were two bucks.
They got up to 11.
They retraced back to, like, four or five, and now they're up to, like, 24 to 34 bucks.
If you just spent your whole day basically just inscribing these bitmaps, you're up fucking, like, 15, 20x.
And, like, yeah, it took, like, five or six months.
Yeah, this guy turned fucking $7,500 into $100,000 in, like, three months.
It's crazy.
Yeah, I mean, you had to wait a few months, but it definitely paid off.
Anything that's on Bitcoin right now seems to be going, you know.
Typically, when people are saying things are dead, that's when you want to get involved.
And none of these things were ever dead.
Like, ordinals is definitely a thing.
I was in goosennals a while back ago.
I sold a lot of them after hearing a lot of FUD.
I just got scared out.
But those are pumping.
Bitmaps, Bitcoin Frogs, we're down to .02.
Bitcoin, they're up to .06.
We got Quad Art, you know, releasing tomorrow.
You have Node Monks.
So, like, things are ripping.
Hey, Bitcoin Wales has 24 pending transactions right now.
I'd start looking at Bitcoin Wales next.
Yep, Bitcoin Wales, Bitcoin Foxes.
I know I had a few people saying there was 50 last night pending transactions for the Foxes.
So, it seems like the old stuff's coming back.
And I would imagine the new stuff, I mean, like, new stuff's going to rip.
I mean, Quad Art, like, let's talk about that.
Chief, like, scolds me every time I try to talk about it.
He's like, I want to keep a line between the show and what I'm building over a Quad Art.
I'm like, fine, I won't fucking talk about it anymore.
Fuck it.
But he's not here today, so we can talk about it.
So, we can talk about it.
Yep.
So, here's kind of the axis for Quad Art.
So, it's 21 artists.
They basically revealed three or four.
It's kind of like a blind drop, a gachapon system.
So, if you are a top 210 OXBT seal holder, it's first come, first serve.
November 7th, 210 PST.
And then, tier 2 listings tomorrow on the 8th.
I don't even know what day it is.
I think that's the 8th.
6, 10 a.m. PST.
The top 2,100 OXBT holders plus white list allocations, first come, first serve.
And tier 3, November 8th to November 8th at 1010 PST.
That's public first come, first serve.
They've had three artists, Terrell Dom, a few others.
They had Dirty Robot was their last one yesterday.
And these are all artists that are prevalent on ETH and Tezos that are basically inscribing their first pieces of art on Bitcoin.
So, that's, I think that's huge.
I mean, this could be something that is as small as, okay, this is the first thing on the blockchain from Dirty Robot and Terrell Dom and these other artists.
Or this could be the next art blocks.
But on Bitcoin.
I don't know where it goes.
I mean, BitGuide has a massive following, massive connections.
They've been working on this for a while.
I mean, behind the scenes, Chief, you know, me and Chief have been talking about this, this whole thing.
And this is kind of similar to Grails that Moonbird's done, but with Gachapon.
So, you're going to be able to basically mint this.
It's going to be a random selection.
And you're going to get one of these 21 artists.
And then they will reveal the art.
And then they will reveal the artists.
And then, I guess, it's game on, on if you want to sell, if you want to hold.
I'm pretty sure that the NFT itself will probably be an access pass to the next intermission or the next show.
So, this isn't just the last one.
This is going to be ongoing.
Every few months, there's going to be a new quad art drop with new artists that you don't know.
So, if you are bullish on ordinals, you are bullish on art on ordinals, I think this is the perfect combination.
Right when the market's pumping, you have this going on.
And, yeah, it's tomorrow and our co-host, Chief, that hosts the Daily Alpha with me, he's part of the team.
And he doesn't like to talk about it, but I'm talking about it.
And I think it's probably one of the bigger art events on any blockchain.
And it's today and tomorrow.
And literally, no one's talking about it.
I listen to all these alpha shows.
I listen to, I watch all these threads.
I respect a lot of people.
No one has, no one has gave the due to this other than like maxi ordinal spaces.
This is probably one of the bigger art drops in the past year.
I'm not trying to fucking say that.
I definitely think the artists that are behind this, people are going to be super surprised when they see it.
And this is the first of the first.
Ordinals is known for its, like, it's basically niche is like interoperability, but immutability.
And like this art's going to be on here forever.
And this is the first time you're going to see an art artist drop their art on Bitcoin,
which I think that's kind of the niche that it fits is like, you know, art on chain.
And it can't go anywhere.
So definitely think you guys need to be paying attention to this.
Grab some OXBT seat.
OXBT, if you're a top 2,100 holder, you'll be able to mint tomorrow.
And if it gets past that and people are sleeping on it, it could possibly, you can get it on public first come first serve.
So definitely keep your eye on this.
It's going to be huge.
Last time we saw art, when Ordinals dropped off or popped off back in May, there was that one artist, I forget her name.
She dropped Abstract Ordinals.
And that minted for, I think, 0.1.
And that shit got all up to 0.6, 0.7.
So that was the last, you know, that was the last time we heated up.
So this is the next heater, I feel like.
And anybody that has OXBT, definitely go see if you're on the top 2,100 and you'll be able to mint tomorrow.
I definitely think it's going to be a big day.
So NFT boyfriend, long time no see, my guy.
How you doing?
You're a macro guy.
What is kind of your view on the market in the past, you know, week or two or since I haven't even talked to you in like a month.
So how you been and how's everything going, man?
Yo, it's been good, man.
Well, either it's going to go up or it's going to go down.
You know how it is.
I don't know.
I'm not that bearish, but I'm not that bullish.
I think what you said is relevant.
Everything's pumping.
But, you know, at the end of the day, we still have, you know, quite a lot of wars going on and stuff around that, you know, has nothing to do with Bitcoin.
And these things affect the markets, but we're still holding quite good.
I personally think that December is always a slow month.
So if the pump or anything is going to happen, it's probably from now to the 15th of December.
And after that, you know, holidays come, people don't trade really that much.
But, you know, if we hold $32K, probably it's going to be great, even if we hold $30K is good.
So for me, if Bitcoin doesn't break down, we're probably going to go up.
It's just a matter of time.
I don't think it's going to shoot up from here.
But $37K, $38K, $40K, I don't think it's a crazy target.
It's just a big green deal though.
So this range for me is pretty comfortable.
So I haven't been doing shit, so I'm listening to you guys.
I popped up quite a few times here to listen to you guys covering the daily alpha.
I decided two spaces are quite a waste of time.
So I come to York just to listen because, you know, you guys sum up everything.
So I don't have to go to like a hundred spaces.
You know, it's too much.
Yeah, bro.
We try to curate all the content to you.
This is a spot where you just come every day and we'll just kind of go through it and keep you guys updated.
We got, you know, good things up here.
And Jesus Christ, on-chain monkeys have absolutely been fucking ripping, man.
So congratulations on the fucking green dildo on the fucking floor price.
But let's go with you, good things.
Hey, good morning, guys.
Yeah.
Thanks so much for, you know, the warm, you know, congratulations.
It's really an exciting time.
You know, I was appreciating listening to you talk about ordinals.
And, you know, I think anybody that's been watching ordinals all year, like, or even, you know, significant part of the year.
Like, if you got into ordinals, like, at all, you probably had a thesis.
And that thesis is really starting to play out.
I'm actually really excited for the quadrillion drop.
You know, I've spoken with Big God a little bit about it.
And he gave some, you know, graciously gave some allowists to our community.
But, yeah, it's a really big deal what's happening on ordinals.
So, yeah, we had a lot of volume yesterday.
We had Dingling swept twice.
I think he swept our Karma collection as well.
We have a longtime member, General Gordon, also swept, I think, about 18 Genesis.
And, yeah, I mean, our floor has been, you know, just historically always very thin.
So, even when we tend to dip down a little bit, like, it doesn't take much volume to get the floor price to rip up like it did.
And, you know, I think the big thing for us is, you know, we've been building our Genesis collection since February when we inscribed it all in a single inscription.
And, you know, the protocol has been building all year.
We've been working on it, you know, to some degree with the ordinals team, helping them, you know, launch some of these critical features like recursion, like parent-child collection provenance, re-inscription.
And we're set to launch Genesis on Bitcoin, you know, distribute it to our holder base this month.
So, that's coming.
And it's November 7th, so I can't give you an exact date, but it's going to come before the end of the month.
And, you know, it's going to be a monumental upgrade.
There will never, you know, this is like a historical thing.
There's never been like a 10K collection that has done all the things that Genesis has done.
And to move an entire ecosystem, as we are doing, from Ethereum to Bitcoin, that also has never happened.
And so, we're really excited because we've been building since 2021.
We have an amazing community.
And so, to be able to bring that community to Bitcoin and Ordinal specifically, which already has, like, you know, since the beginning, Ordinal's has been a really, like, great community of builders.
I've met a lot of people through Spaces, met several people in person.
And, you know, it's a new ecosystem.
It's a new, this is a new, like, unlock for Bitcoin in particular.
And, you know, I think there's going to be, like, a massive market.
Like, that was our thesis when we decided in February to inscribe Genesis.
Like, we didn't take the decision lightly, but we knew what had just happened with Ordinal's being launched.
And, you know, our conviction was always in Bitcoin, and it made sense to move everything to Bitcoin.
And so, you know, we're on that journey.
We're going to get Genesis over.
Karma will also be coming over.
And then, you know, for those who don't know, we launched Osura, which is a curated Ordinal's marketplace, which is going to house, you know, in our opinion, we want to bring in the best, highest quality, you know, digital artifacts.
And art to be curated there.
There's going to be a lot of, you know, people wanting to come in and buy these assets that are, you know, very different from the assets on Ethereum.
Like, we saw the, you know, the take from Elon, which caused a lot of stir.
But, you know, the fact is, is, like, Ethereum is just a different, it's a different operating system.
It wasn't built, you know, in the same way with the same constraints and same rules as Bitcoin.
And that's, that's actually a good thing, because it can do things differently.
But in terms of, like, like digital ownership, there's never been a more pure, more revolutionary form of digital ownership than Ordinals.
And I think, you know, slowly, but surely, like, the market is waking up to that.
And when you're talking about institutions interested in acquiring and, you know, selling Bitcoin to their customer base, like, there's a new level of adoption that's coming because of these Bitcoin ETFs.
And, you know, different, different, basically, you know, customer base, if you will, or, you know, consumer.
And we believe that there's going to be a very rich desire to have, you know, the level of digital ownership and quality that Ordinals can afford.
Oh, 100%.
And you guys were one of the first projects to say, hey, we're bridging over to Ordinals and we're going to make this our home.
You guys can continue to build, like you said, you talked about the marketplace and now you're trying to bring all your collections over.
Didn't you guys spend over $2 million inscribing all the monkeys on chain?
Like, how much, how much was your inscription cost total?
Yeah, so I can't give particular breakdowns of the cost, but, you know, two things that happened.
So we put out, so we have a DAO and our DAO, you know, so long story, but we, when we started, you know, we,
we ended, we essentially had a plan to create a DAO back in 2021.
We created the DAO, we funded it with 50% of the mint proceeds from the Karma collection.
And then we were also, for over two years, we were funding it with a portion of our secondary sales revenue.
And so it had a, you know, at one point it had, I think, close to $4 million in the DAO.
And this is a community treasury that our members can, you know, vote on things, how to allocate it.
And, you know, we put, we put forth a proposal, our company, Medigood, behind on chain monkey, proposed to the community.
You know, we really believe in what we're doing and we want to make this, this upgrade to Bitcoin free for everybody.
And so we had two proposals, one for Genesis, one for Karma.
The one for Genesis was for 300 ETH.
The one for Karma is for 500 ETH.
And so, you know, in total, yeah, the, the, the dollar amount is, yeah, it's, it's, it's over $2 million.
I believe I have to do, I have to do the math, but it's not just the inscription fees.
Like it's, it's all of the work, you know, all the costs to, you know, our team, time, energy, resources to make this happen.
So we're going to have to build a lot of infrastructure to create our ecosystem on Bitcoin.
So it's not just, you know, we're, we're, we're not just like taking the 10,000 images of the, of the collection and, you know, just inscribing it.
Like these are, I would say like, this is, this is a revolutionary collection.
It's, it's featuring a lot of firsts.
We call Genesis the collection of firsts because it's, it's just a long list of things that we are pioneering.
And then, you know, Karma is going to probably be the highest resolution collection of 10, of over 10,000.
In total, it's about 20,000, but it's, it's going to be four megapixels of resolution.
So to create that, that kind of collection on Bitcoin is, is not an easy feat and it is going to be a significant amount of work for the team.
Yeah.
I mean, for me, just seeing the amount you basically, the Dow's invested, like we always talk about, you know, people derugging projects.
And we know like Luca had bought the Pudgy Penguins, forget it was like a million or $2.
And like, why would you, like he has skin in the game.
He would never rug, like that shows conviction.
Like he's the only person in the, in the web three ecosystem that's actually spent money.
And if it goes to zero, it's on them.
Like you guys spent a massive amount to make Bitcoin your home.
And like you, like I said, like when this market, you're starting to see the people that are building from the people that are grifting.
And I think that you guys are one of the, you know, NFTs or ordinal projects on Bitcoin that have lasting power.
Because you continue to build, you put your money where your mouth is and like, you guys are probably killing it.
But I want to get the double and then we'll kind of move on.
I don't want to talk too much on one topic today since we do have a lot to talk about.
So go ahead, double.
And then we'll kind of move on to the next topic.
Yeah, I just want to kind of understand the mindset behind that decision, right?
So your, your company is spending $2 million to move your project from Ethereum to ordinals, right?
Did I hear that correctly?
Oh, is it like a DAO or something?
I guess I'm trying to understand like the longer, the longer term vision of why you would do that is that you're creating like this momentous, like collection that where you've done a lot of the first ever.
And then that in turn will, will give it like the provenance or like the, you know, the value in the longer term over $2 million or is it not about money?
It's more just about the art side of it and, you know, just the fact that you've done all this great stuff, great work on Bitcoin and kind of contributing to the, to the, you know, infrastructure and stuff like that.
So just explain to me like the mindset, that decision-making on, because I couldn't imagine a business deciding, let us spend the $2 million to move that, you know, to move the collection without the return side, without thinking about that return side.
So if you could just kind of explain that a little bit.
Yeah, absolutely.
Yeah.
So we're, we're very much a for-profit company.
You know, everything we look at doing is, you know, to basically the primary thing is to bring value to our members, right?
To, to make sure that, you know, we're delivering that the highest quality assets that we can to our members.
And so we have a, again, a very, I would say a very, very strong conviction, you know, like it's, it's hard to be more, I think it's hard to be bolder than, than we were back in February.
Because like, that's when we, we made the decision and it happened quite quickly.
Um, and so we believe in, you know, a very, a very, uh, strong market for digital artifacts on Bitcoin and that's underpinning the decision.
Um, yeah, I mean, I, it is, it is a lot of money and we've gotten questions, kind of the same question, which is really a fair and good question.
Um, but yeah, I mean, kind of the, the long and short of it is, uh, this is our conviction and we do believe that, uh, it's the right move for all of our members.
So, so I assume that your organization or DAO owns a lot of these, right? Is that what you're saying?
Yes. Yes. Our DAO does, does have a healthy treasury. Yeah.
Oh, okay. Okay. Got it.
Go ahead, Chris. Do you have something you want to go until we move on?
Yeah. Remember how I came in here hot about bitmaps and my already short and my already long.
All right. Well, already has moved a dollar in price since the beginning of this space, dude.
It is now above $11 again. Last night it hit 1199. I shorted around 1170. I don't think that's a good plan today because now you've had time for the news to settle in the Binance listing to come after the pullback.
So it basically went up like 45% and then it pulled back about 25% consolidated. Now the Binance listing is about to go live.
We just passed our last, like the most recent four hour candle just closed and you got a $1 price spike. I'm up 205% since we, since we started.
Let's fucking go. Isn't the one thing with ordinals? Isn't the one thing with ordinals is like the exchange actually has to buy this stuff, right? They just can't create a, like a synthetic token or a derivatives.
Well, hold on. If someone owns, no, no, no, no, no. It depends. So like sats, for instance, what we think some of those mints on the sats token had to be OKX and the Unisat decks because there's no owner of sats and no supply for liquidity for them to give out.
I don't know if that's how Ordi worked or not. I don't know if Ordi, um, I know they're doing deposits like they were giving, uh, so basically Binance with anyone who sent a thousand dollars worth of, or a thousand Ordi, which is what would have been like seven to $9,000 yesterday.
Anyone who sent a thousand dollars worth of Ordi, you got 50 USDT for free for every thousand Ordi. So they were actually like paying people to move Ordi to the exchange just yesterday. Um, so.
Wait, is Ordi a BRC20?
Yeah, it's the first BRC20. Hey, and it went to $28 or some shit before AA.
Right now.
That's what it got on gate.io, didn't it?
I have no idea. I literally don't know. It was too expensive for me to think it was about like, again, I started with Ordi around four or $5, but I don't buy it on spot. I use BMEX to leverage trade it. And I've had some decent trades on Ordi. But last night that Binance thing hit and I saw it 13 minutes late. And I went to look and dude, it went from 733 to 1199.
So around 1168, I opened a short and I looked at the TA over the last couple months, 964 would be your horizontal. I set my take profit at 980 and a new limit order at 975.
And I woke up with the profit from the short and the long triggered in profit. And now it's up a couple hundred percent. Because like, listen, you have to understand a token like Ordi doesn't have the adoption scale of a blockchain token. So you don't have as many retailers. You have more market makers than retailers.
So you have to actually trust the technical analysis on something like that, because these market makers aren't doing this shit for free. So you have to really start asking yourself like, okay, what would the, what would a short term higher low be for them to fill more positions after taking profit because they have to move it up in stairs, right?
And this is how you always see stairs down, elevator up, stairs up, elevator down. But it's like this consolidation accumulation to the upside or to the downside. You're either making a falling wedge to create a bull flag or, you know, a rising wedge to create a bear flag.
Well, I gambled last night that you would make the ascending wedge to create a bull flag. But you don't look at the four hour or the daily because it's Ordi. You look at the hourly or the 15 minute and you make decisions based on that because it's a low liquidity, highly volatile asset.
So it's like you have to understand how to trade the asset. But dude, I've had 20x leverage on multiple Ordi trades at this point.
So you're leverage trading on the five minute chart? Is that what you're saying?
No, no, 15 minute and hourly. Seriously, 15 minute will give you a warning of when it's starting to cool down and the hourly will seriously help you prep for flags and patterns.
And normally you would look at four hour candles or like daily candles for greater scope for like a Bitcoin or a Solana or something.
Like, sure. Do I sometimes use an hourly candle to try and identify early top signals that might bleed into a four hour time frame, which can slow down the daily for Bitcoin or Solana or ETH or any of those?
Absolutely. But when you're talking about something like an Ordi or a Bonk or even like a DOT or try to think of some other like less like a Gala.
Right. So tokens that are known and that have volatility. Well, how can you trade them?
Right. You need to like because the TA is not going to work the same due to the volatility and the and the like lack of liquidity and historical relevance.
They haven't been around for as long or their consolidation has been for shorter term time frame.
So then you go to the hourly and the 15 minute if you're just trying to like leverage trade them.
But if you're looking to buy and hold, I mean, a daily is going to work for most assets, like any asset that's at least I'd say six months old.
You can use a daily. If it's three months old, the four hour is going to be your greatest decision maker.
But how do you find out a four hour candles outcome?
Well, if you're looking for a weekly outcome, you're following daily TA to get a jump on the weekly.
Right. If you're looking for a daily outcome, you follow the four hour to get a jump on the daily.
If you're following a four hour trend, you use the hourly to get a jump on the four hour.
If you're trading on an hourly basis, you use the 15 minute to get a jump on the hourly.
It's like you just work your way backwards. And a lot of people just use the same methods.
You know, they're not like like most traders are retail.
So I don't expect everyone to get it like have as much luck as me.
I have a little bit more experience. But at the end of the day, buying and holding assets being added to Binance that previously were at twenty eight dollars that are currently at ten bucks.
Well, what the fuck? That's like suggesting that eight coin like do we think eight coin goes to two dollars and fifty cents in the future?
Probably. So, but, you know, owning some at a dollar thirty isn't that crazy.
And an order is kind of got that like I can't be as confident that other tokens in the BRC 20 landscape will return to previous highs or at least make lower highs close to previous highs.
But I feel like already going to Binance has the best shot of doing that.
And that's still like a lower high would still be another hundred percent from where it is right now.
Yeah, I just pinned up the announcement up top for Ordi and I guess, I mean, I was looking, you know, everything in the Ordinals ecosystem is ripping from Ordinals.
You got BRC 20 like Ordi now being listed. There's a lot of catalysts.
OXBT has been pumping because you're going to need it for a quadrillion art.
And I think the speculation is going to be like, what's the next token?
So I was looking at BRC's Unisat last night and it looks like meme coins are starting to pop up off of there again.
If you guys know, you guys inscribe these coins. It's a free launch.
Anybody can get in.
Grok, which was basically the AI name of Elon Musk's chatbot, is one of the top trending ones.
So I definitely think we need to start looking back into like inscribing these coins and getting an allocation to these BRC 20s because it looks like they're popping up again.
And they've been dead for a while.
And I've been asking like when are meme coins going to pop up on BRC 20s again?
It looks like we're kind of getting back into that meta.
So we'll see where that goes.
Ordi's listing, I guess, OXBT might be next.
I don't fucking know, but definitely interesting.
No, stats.
And I hate to say it because I'm a huge fan of OXBT and I want to see it get some love.
Matter of fact, like I said, stats and OXBT are the two.
I'm not even going to support Ordi inside of Bitmap Valley.
Like stats and OXBT are two very strong community tokens.
And I find one of them fascinating.
And the other one, I, you know, am friends with their founder.
So it's like, I want to give both of those communities some form of something.
So like I'm doing my best there.
But even with that being said, I still think it's stats because A, the buying action on stats.
B, OKX definitely has accumulated some.
C, the Uniswap exchange for BRC 20s burns stats.
It uses stats as gas.
Unisat does, right?
Yeah, yeah.
So there's like a whole bunch of shit around stats.
And it's got like 24,000 or 25,000 unique holders.
So I think that that's going to be the next target.
I think they feel out the water and the liquidity with Ordi.
And then they bring in stats.
And then maybe you see possibly OXBT.
Like it is possible to see OXBT there.
But I really think stats is going to be the next one if there is a next one.
Yeah, it should be.
I mean, I think it's just getting started.
What up, Manny?
What's up, buddy?
What's up, man?
Hold on, guarantee they โ sorry, Manny.
I guarantee they add bitmaps to fucking that list as well.
Yes, we will see.
What's on your mind, Manny?
Dude, yeah, man.
Ordi's going to $300, bro.
That's on my mind.
Dude, we were calling Ordi at $1,000 during May.
I don't know.
Where was that?
Where's that prediction?
We need that.
Now I know it's going down.
Dude.
Go ahead, Manny.
Oh, no, sorry.
It sounded like you're in the Lego dimension.
But, yeah, no, it's trading exactly like the 2011 BTC chart, right?
So it looks exactly like it.
There's an anonymized person who's always talking about Ordi.
Dude, that guy called the bottom on this thing.
And I think I can say with confidence he's probably going to call the top.
So I think we're going to get pretty close to like $300 on the Pico top of the bull with Ordi.
So you're kind of stretching this out until bull market.
So where do you see $300 in May of next year?
Where's this prediction?
Where's this peak at?
October 24.
October 24.
And then another small peak at like $280.
February 25.
Okay.
All right.
Well, good things.
Are you leaving that?
Okay, I'm suggesting it goes to $20.
So me or Manny is going to be right inevitably.
Oh, well, we have it on wax.
It's on recording.
So we'll definitely reference back to this when it does $300.
And you're saying $20 by when?
This Friday?
Not this Friday.
But I think you finish out the year with a lower high toward the previous high.
And I don't remember if the previous high was $25 or $28.
But it's somewhere around there.
Okay.
Well, there's a lot.
There's a bunch of stuff like on Binance that's going on.
To have this thing say November 8th, there's going to be a big announcement.
But people thought the big announcement was this social app that they just launched.
It's in the app store.
It's called Binance Messenger.
So people thought this was the big announcement.
They said, no, this isn't the big announcement.
And there's going to be even a bigger one tomorrow.
So Binance launches Binance Messenger, a new social app, leading to sharp surges in the token called Cyber.
So Binance has introduced its own social application named Binance Messenger, developed on the CyberConnect platform.
This application is currently available on iOS users, enables communication, search meetups, and serves as a channel for team members to communicate seamlessly.
While the accessibility of the app store for iOS is not yet available on Google Player or Android devices, but it is expected to be released soon.
The launch of Binance Messenger has led to a significant price surge in CyberToken, increasing by 12% to $6.76 as it's built on the platform.
So if you guys love Binance and you want to get a new Messenger, a new social app, Binance just launched it.
So I guess check that out.
And there should be another announcement tomorrow, even a bigger one.
And then I have some top performing crypto tokens in the past 24 hours.
I use this app by Crypto Banter.
It's called Banter Bubbles.
And it's pretty cool.
You can, like, sort it by day, 24 hours, month, year.
You can go top 100 tokens, 200, 300 tokens.
And it kind of gives you, like, a bubble chart of the top ones.
So the green ones are the ones that are up the most.
The red ones, the bigger bubbles, are down the least.
So you got, like, the biggest one is CRO up 10%, ton up 7%, CFX 5%.
The biggest loss in the top 100 is WeMix, down 21%.
And the biggest one in the 100 to 200 is already up 39%.
GNO up 15%.
Something the biggest drops are Poly and Osmo, down 7%.
So I thought that was pretty interesting to screenshot that and kind of show you that.
If you guys do want to get the app, you guys can go to the App Store and just tap in Banter Bubbles.
It's a pretty good app just to kind of track things and shit like that.
So one of the big things that I saw that was announced over the weekend that has been hinted in the past is handles on Twitter being available similar to E&S's.
And that looks to be the case.
And Elon is basically building a marketplace for Twitter handles.
So Elon Musk X launch handle marketplace selling popular usernames up to $50,000.
So Elon Musk Company X is preparing to launch a handle marketplace allowing users to purchase popular usernames up to $50,000.
Reports indicate that the idea, which has been circulating in rumors for a year, is now being implemented with emails being sent to potential buyers.
Forbes reports that a dedicated team with the next called at handle team has been actively working on this platform.
In emails seen by Forbes, potentially buyers were solicited with a flat fee of $50,000 to secure the purchase of a discussed account, disused account names.
Elon hinted an initiative in November of 2020 where he announced plans to free up significant number of registers, but inactive handles.
The marketplace concept where accounts could be sold with X taking a commission was suggested by a user and discussed on selling usernames started among X employees in January.
The platform is actively working towards a goal, although no official release date has been named or been announced.
The move may be aimed at boosting X cash flow as Musk has been seeking ways to raise funds since acquiring Twitter.
And his evaluation, he bought the platform for like $40 to $50 billion and it was basically evaluated at $19 billion.
So he's down bad on it.
So he's definitely looking for cash flow opportunities and maybe purchasing handles off of X marketplace could definitely drive fees and some more cash flow into the company.
Would you guys be open to kind of get into like an ENS kind of situation where you're buying usernames looking to flip it for profit?
I definitely think a lot of DGENs and Web3 are going to be looking to buy some popular names, looking to flip them for a profit in the future.
I mean, there's Expresso.
Ad Expresso has basically been vacant since 2009.
No one uses it.
It's a coffee company.
I would love to purchase that and have that handle myself.
But, Double, do you think this kind of X handle thing, similar to ENS, would be something that people in DGENs and Web3 would look to try to make profit off in the future, man?
Like sort of like domain squatting a little bit, right?
Yeah, for sure.
Just like domain squatting in ENS.
I could definitely see that.
Wow, just broke $12 already.
It was $10.20 whenever we started this space, you motherfuckers.
Hey, we pumped the market.
We pumped the market, baby.
So what do you think, Chris?
Do you think that Twitter username?
I think I'm up 400% on this trade, dude.
All right, dude.
Okay, go enjoy your trade, dude.
We're talking about your trades all night.
Okay.
Okay.
All right.
There we go.
We know you're up.
You're doing well.
All right.
Enjoy your trade.
But we've moved on to a new topic, Chris.
All right.
Well, we got Ashney up here.
I guess that's how you say your name.
First time on the stage.
How you doing?
Hey, what's up, guys?
Good morning.
How's it going?
Good.
What do you think about Twitter basically creating a marketplace for dead Twitter names
and people able to buy them with cash and sell them to new participants?
Do you think that's something people will get into, make profit, or just try to get a handle
that they like?
Oh, dude, yeah.
It's about damn time.
I mean, I'm not spending $50,000 on a Twitter handle, but I'm sure there's some people
out there, especially bigger companies, that it makes sense for them.
Not to mention, this is something like I've been on Twitter for 15 years.
I've made a bunch of YouTube videos about how to grow on Twitter.
Like, I've been around the block for so long.
I've seen so many things come and go on this platform.
And one of the things that has never happened that has been promised for like a decade is
that you'll have access to getting the unused handles that people got maybe, you know, in
2008 or 2007 sometimes.
And that's never happened before.
And now we're finally at that place where like we have access to handles that have gone
unused.
So I think it's, I think it's really smart.
I don't know that it's going to have the scale that Elon really needs in order to, to create
like a significant source of income.
But it seems like at this point, really any income source for him is significant.
100%.
Like, isn't the Twitter handle NFT, isn't that suspended?
I remember that Jeff guy, he basically is the one that had the domain when it first
started.
Let's go search NFT.
I wonder like how much NFT would be worth as a handle name.
NFT.
I think some of these can go to millions though, to be honest.
Like some of the really, really like the short, like one letter, two letter kind of thing
and like specific company names and things like that.
I think you need a minimum of three digits.
So I would imagine three digits would be the most valuable.
And I think that NFT handle, it has been suspended.
I mean, that one guy, his name's like Jeff or something.
My name's Jeff.
He came into my space when I first started and was basically throwing around that he's
like friends with Mark Cuban and shit.
And never came back after that, but he's the one I think it had NFT X or just NFT in general.
Like at NFT, I think that would go like crazy.
Like that would be a super popular name.
It would be super valuable.
I got some other ones I was thinking of, maybe possibly like numbers.
I'm not sure if you can use numbers, like people's zip codes, but it's thinking like
of ENS and like how this is going to be basically ENS, but for like Twitter and people are just
going to be scalping this shit and trying to pumping it on Twitter saying, I got your
ENS.
You know, you want this, you don't want to buy this.
And I can definitely see kind of flipping markets starting with this marketplace.
And then like Elon making money off like fees, like a 5% fee off every trade.
And that's how he's going to like make money or something.
Think about like the, like a first name type of thing, you know, like, um, Jake, like at
Jason, the Jason Calacanakis guy, he got in early and got like Jason handle.
I think first names would be big, right?
People just want to be like.
But individuals aren't going to pay like 50 grand to have at, you know, their name.
Like some people will, some people will.
But you're also thinking about like Jonah will like to be the one and only Jonah, he'll
definitely pay 50K.
Might as well.
I think there's also a space here that's similar to the traditional domains industry where you've
got those people who are like flipping and trading domain names to companies.
So I, I used to have a friend that was making, I mean, sometimes six figures off of a flip.
If he would get a really quality domain name early, then a company would come in and say
like, Hey, we, we want to get this from you.
And he'd say, all right, 150 grand, dude.
And sometimes they would pay it.
It was absolutely bananas.
We've kind of got that in web three.
Like you, you reference the, um, the ENS domains, but there's also a, a spot called D3.
Um, that's not, I, I don't know.
I kind of just launched, but they're, they're tokenizing domain names.
Um, so they're essentially like building the, the web three version of these traditional
domain registrars.
And they're guys who have been doing the, the domain registrar stuff for, I mean, for
a long time.
Um, so the, the concept is, is sound like the business model exists.
It's, it's not something that we haven't seen before.
Um, I'm just, I'm a little skeptical that it's going to be a level of like valuable revenue
to the, the scale.
Like I said, the scale that Elon needs, but to be honest, I mean, if he's building an
everything app, maybe you don't need scale from a single, uh, monetizable feature.
Maybe you just need like multiple monetizable features that eventually make up for the fact
that he's lost, I don't know, $20 billion.
Maybe he's just trying to do it in a fair way because you know, he, they have to release
them at some point.
So may as well just give it to the highest bidder type of thing.
Maybe it's not just about a revenue stream, but I totally agree with you though.
I don't think it has to scale to reach like hundreds of millions of dollars in revenue
or anything like that, but it might just be a fair way to distribute it.
Yeah.
I mean, so a lot of these are making it.
No one uses them.
Right.
So to kind of put them back on the market and let people, you know, purchase them and
like switch their handles to it, I think will be valuable.
I guess the question is if you're like me where I'm a perfect espresso and if I buy
espresso, I have basically started zero.
Would there be a way to basically me to port my current following onto my new handle?
I think that would be something interesting.
I think it would also have people be more into buying it because I don't think a lot of
people have the appetite to purchase a new username and building a brand new following from zero
again.
So I think if there would be some way to connect it and like keep your following, I think it
would be dope.
I just thought too, like, I think it also encourages like creators to come on board, right?
Because if you're invested in that handle, you're going to want to do as much as you can
to create value, build a following around it, right?
Instead of just saying, hey, we're opening up all the stagnant handles and everyone just
goes in there and just tries to grab it.
Now you have kind of incentive for whoever purchases them to kind of create on the platform.
You know?
Didn't Google also start doing the same thing recently where like they would get rid of
Google accounts that had been inactive for a few months or 12 months or something?
I feel like I've seen that, but it makes sense to me for social media platforms to get rid
of accounts that have just not been active for, I mean, a year might be a little too short
of a time span for someone.
Like it's very, I just took a like year and a half break from social media and just now
like last week started coming back to it.
So I think that's pretty common and normal, but it's definitely worth it for some people
that have been sitting on these handles for like five years who haven't logged in, who
don't even know that they have the account anymore to get rid of them.
And that's not specific to Twitter.
That should be for every platform.
I have seen an influx to people coming back.
So I guess that's a good question from someone that had taken a year off.
What was kind of your reasoning to coming back?
Was it, I'm not going to say it, I'm going to classify you as a crypto person, but you're
in a web three, web three space.
It was a crypto price going up.
Was people on your timeline kind of texting you and saying, where are you at?
Like what made you want to come back in the past week after being gone for a year?
No, I definitely had a unique situation.
I had been a content creator for like, I don't know, I think like eight years.
And I just got to a point where all of the opinions and like negativity and toxicity really
got to me and put me in a very gross head space.
Um, it was also in like very bad, toxic relationship as well, and had just gotten out of that.
So I took a year and a half break more so for personal reasons to get my head on right
and make sure I had like the self-esteem to be able to deal with the internet.
It had nothing to do with the state of crypto or bear market versus bull market, nothing like
that.
Although I, I have also seen people coming back more recently.
Um, and I, I do think a lot of those people, it's, it's just a result of the, the bear
market had gotten kind of toxic for them.
And so they stepped away because there was a point where like, damn, everybody was getting
called out for something.
Like it was pretty nasty for a minute.
Yeah, it wasn't fun.
Uh, I try to keep my, stay in my lane and just try to, you know, talk about things that
are new, things that we can make possibly make money on and stay away from the drama, even
though drama is the best way to gain an audience, I'd say I steered away from it big time.
So, um, I do appreciate you kind of giving us a breakdown of why you came back.
And some of those were personal reasons.
You didn't have to share them, but you did.
So I do appreciate you coming out and talking about them.
Um, I guess we'll get into like what's minting today.
And, uh, we've got the NFT calendar up here for you guys.
And I'm just to keep, there's a lot of shit going on today.
And there's, you know, I think with the market heating up, I think we can probably print
some money off degen plays again.
So we got, uh, NFT calendar, uh, basically does kind of more degen mints.
We have GM fam by art of flexor.
It's a free mint.
We have inner vision by 555 Elena's.
Uh, that's 0.15 soul.
That's on soul.
And we have undead King by Ilham NFT.
That's 0.05 soul.
And then like, uh, we have the mint wizard app, uh, basically has two pages worth of shit
that's going on today.
There's some interesting stuff on this list today.
Uh, so I'll pin it up for you guys.
A lot of them are art plays and there are a few gaming protocols.
Um, but we have, uh, wind washed.
Uh, we have Marcel stickle lick, uh, proof.
Sanzuki pre-launch event, burning ghost, uh, Cappy fake Pepe's polychain monsters.
Um, Eric, Andrew, Jake Freed, uh, eco sapiens.
Uh, we have game by arc eight.
Um, Tim repella here after Rutger van, and just, and slime Sunday with Nifty gateway.
And I guess the few that I saw that were interesting, uh, to me, that kind of popped out to me was
this one by only Cappy.
Uh, it's called fake Pepe's.
And, you know, if any, if I've learned anything during this bear market is anything that has
fucking Pepe and it fucking rips.
But, uh, this is called fake Pepe's.
It mints today.
Pre-sale accessible for all fake bats.
Addition holders for 0.03 expected snapshot before the 7th.
And then public sale is the remaining supply will be pulled on in a second in public, uh,
phase at the price of 0.069.
There's a thread up here for everything you need to know in the word.
Um, so kind of go into, it kind of looks like bat zoos, uh, but kind of blurry, uh, big Pepe's.
And it kind of gives you his process of what he tried to do, how he created the art.
Um, but you know, this is going on today, uh, public is today, uh, if you don't have
a fake, uh, Pepe bat zoo, you're not going to get whitelisted.
Um, but you can probably look at these on secondary.
I'm not sure on the collection size, but definitely, uh, something I got my eye on.
And then the other one, the other two, we saw this mint earlier today was the burning
ghost, uh, burning ghost games that mints today.
And, uh, what kind of got me interested was they have like a token and that it's
backed by, uh, draft Kings and bid craft and pillar VC.
So it's ultra fun, casual games played to win earned digital collectibles, crypto and
more.
Um, so they have these bounty boxes.
You open, you rip these bounty boxes and there's prizes inside.
You can win NFTs.
You can win USDC, USDT and all, all under all other kinds of shit.
And the fact that it's backed by draft Kings is the reason why I was pretty, uh, interested
and they have some games, uh, that you could play with the tokens that you get.
They have a pinball timeless classic.
You can play, they have a slay ground, a hyper jump, and then you can, you know, winners
of this can win like prizes and stuff.
So those were trending, I think around 0.06, uh, during the morning and, uh, definitely
a bullish, uh, a bullish backing.
And a lot of people, you know, fuck with draft Kings.
They've been killing it.
And then the last one is arc eight app.
And, uh, this is a blockchain powered game platform by Animoca brand.
So anything attached by Animoca brands has been ripping lately.
And, uh, on, on, uh, the mint Windsor app, they give a summary on the back of the card
and this is, and they have a token called G M E E.
So backed by Animoca, uh, this platform has 2.7 million downloads and counting and has
a token.
So this is kind of the summary incredible 120 K prize pool and tokens and entities away
players with the arc eight game best pass.
So taking place within the arcade mobile gaming application, uh, from November 16th to 30 arc
eight game best is this year.
Standout web three, a game event.
Once you secure your pass, connect and pair your wallet on arc eight.com, then download
the free arcade app with that.
You're all set aim for the top 20% of the daily round leaderboard and your player pool
to win rewards, all winning spots set up the same amount, whether you're a pro or casual
player, there's something for everyone holding more than one pass unlocks exclusive elite
arcade within the gaming zone.
You can compete for a dedicated 20 K reward prize pool.
The number of competitions available scales with the number of game passes.
You own secure your pass.
Now play for a daily token and NFT prize pools across the web three gaming sphere.
Uh, so there's a, everything you need to know is up there top up top.
It looks like it's $15 for the pass.
So, uh, a game feast NFT pass is $15 in Ethan fiat, and this is dropping exclusively on open
seat today.
So Animoca back has a game when rewards fits the meta of everything else that's pumping in
the space.
So definitely look at, uh, everything I pinned up, uh, has web three gaming has all that
kind of shit involved with it.
So just wanted to bring that to you guys, make sure you're, uh, prepared for today's,
uh, you know, mints and hopefully you guys can make some money in this market.
So just thought that was pretty interesting.
And, uh, looking at the leading performers, uh, in the past 24 hours on ETH, it's crazy.
It's a sea of red or sea of green, and there's some things that are in the red, but I pinned
Uh, so you have Digi Daigaku Spirits up 21,000% at 42.07 floor price.
That cannot be right.
Uh, you have Jenkins DaValet up 184% at 0.03.
You have on-chain monkeys.
We just had good times in here.
83% up to 2.34 each.
You have NFT trees up 79% at 5.4 floor price.
I don't know if that's true.
Um, you have the ONT Karmas up 68%, 0.27.
We just heard why.
Cyberbrokers up 66%.
We got Cubs up 52%.
Cool Cats up 57%.
Uh, just a lot of shit.
Mochaverse up 35%.
It's crazy to see everything up and then down.
You got the, the real MVPs down 35%.
Shinchi Galverse down 22%.
Guttercat game down 12% to 0.65.
Art Gobblers down 11%, 0.09.
Uh, so yeah, that's kind of everything that's, you know, trending and going up and going down.
It's pretty, it's a pretty, uh, good market right now.
And, uh, web three gaming has been fucking killing it.
So yeah, you've had a token attached to an NFT.
Uh, it seems like your price has gone up a hundred percent in the past 48 hours.
So it's pretty dope.
Um, personally.
And, uh, I guess you guys are looking for like, Hey, I miss blockchain games.
I miss raw pass.
I miss that.
I miss that.
I miss this.
What's next?
What's coming up that you guys could possibly get in on.
And I found a project.
It's, uh, called Farnica.
And guess who it's backed by?
Just guess.
Just guess.
Animoca brand.
And, uh, they have a free mint that, uh, is coming out.
Uh, also the game, uh, play looks pretty dope.
Uh, it looks like a first person shooter open world.
Um, so it's backed by Animoca Farrakana.
It's free to play third person PC arena shooter built on unreal engine five and powered by the web three economy.
Join intense four by four battles and win real Bitcoin rewards.
Um, so how many projects does Animoca need to back before they actually win?
They have everything though.
Yeah, but they need to win.
I mean, we're going to make something that someone cares about.
Dude, you were like, you were like, guess who it's backed by.
Just guess.
I'm like Animoca.
Cause they literally fund everything.
Let's fund everything and not win on anything.
Come on.
Like, can they get, can they get one hit?
Someone.
I mean, has there been a hit in web three?
There hasn't.
No, no, no.
I'm talking about in general.
I don't care about web three.
I mean, in general.
All right.
Well, I don't know.
I was just bringing.
They're repurposing all their garbage into web three is what they're doing.
Yeah.
But they also just got like a 50 million investment from Neom to, I don't know, create a
Saudi Arabia.
Yeah.
They're going to take all their crappy games and bring them to Saudi Arabia.
Yeah.
I mean, if I, if I, like pretty much everything that's been pumping the past 48 hours or past
month has been backed by Animoca.
So they're pretty much just a typical VC.
They spray and pray.
And a lot of their games are going to go to zero.
They're going to no traction.
And they're just betting that one or the two of the things that they backed goes viral
and becomes the web three experience.
So I would guess if anything's going to go viral and it's going to have this great experience
where all people play this game and want to play and earn rewards and want to play web
three games.
I think it's probably an Animoca back game.
They're everywhere.
So I'm done talking.
I do have more games and more things that up next, but I saw just a massive amount of
people come on stage and raise their hands.
So we'll go to them.
So I can take a break from talking.
So I do want to throw it to Ruto.
Then we'll go to Manny.
Then we'll go to Tio.
Then we'll go to Justin.
We'll just throw it around.
What up, Ruto?
What's up, fam?
What's up?
What's up?
What's up?
What's up?
Dude, talk about green candles across the board for NRTs.
It's funny because I was like, you know what?
I kind of feel like I haven't bought an NFT in a while.
I haven't minted one in probably like a month or two.
The last one I minted was Webox, which have been killing it.
I think they're up like four or five.
I'm fine.
Who backs that?
Who backs Webox?
Oh, okay.
No idea.
I couldn't guess.
Backs what?
Webox.
Webox.
Webox.
WeWork.
Isn't it San Fran, Tokyo?
They basically just had a partnership with Cool Cats where they're bringing their IP
to basically Japan now, right?
Ruto, is that what basically Webox and San Fran, Tokyo do?
Yeah.
Well, they've also partnered.
They have official partnerships with Samurai Champloo, with Tokyo Ghoul, and a couple
of other like huge, massive anime brands.
So they're getting into like the physical collectible space and partnering with companies
like Animoca.
The reason why they hooked up with Cool Cats is because they kind of see like that Sanrio
kind of vibe to Cool Cats.
So they're looking to get back and do some physical goods for Cool Cats as well.
So Cool Cats also have their big Thanksgiving Day Parade balloon that's going to be coming
out too, which looks really dope.
So, I mean, Cool Cats has been pumping, bro.
Yesterday, I sent it in the group chat.
I was like, dude, I don't know why, but the Cool Cats announcement and the partnership
with like being backed by Animoca for physical goods and with the Thanksgiving Parade coming
up, like they seem pretty undervalued.
And then literally 24 hours later, they're up like 0.3, 0.4 E.
So I was like, shout out to Cool Cats, man.
Con's been out.
So I talk about the Simpsons for like a month straight.
No one gives a fuck.
But then it comes out, everybody gives a fuck.
And then we spent like the whole bear market having great partnerships with Cool Cats with
Puma, Doodles with Crocs.
Nothing moves the price.
Oh, but now Simpsons, now we're just going back to the TV.
Now there's going to be a, there's going to be a balloon at the Macy Day Parade.
Now that's pumping prices.
After all this shit, these big partnerships, never moved the floor price.
Now we're fucking pumping prices because there's a cartoon that mentions NFTs.
And now there's going to be a balloon in the Macy Day Parade.
Like it's just hilarious.
Come on.
Stop.
You're, you're not as.
What's bigger?
What's bigger?
A Doodles, Crocs collab or a balloon in the Macy Day Parade?
What's bigger?
I mean.
Okay.
They're pumping because of Animoca died.
The fact that you think you're going to get as much visibility into what you're saying
as the Simpsons or the Macy's Day Parade.
Like, what is this?
It really has nothing to do with that.
It's Animoca pumping it up again.
Yeah.
Well, dude, I'll tell you one thing, bro.
Um, people are, you can smell the FOMO.
Like today, I woke up this morning, uh, you know, chart look good, chart green.
And so I, I felt it, I was at the gym just now and I was like laying there stretching
out.
I was like, dude, I actually feel a little bit of FOMO right now.
And I went to go in the gym.
I went on Man of Mask.
I went on Blur.
And I was gonna, I saw someone drop like this really, really dope clone on the floor.
And I've been wanting to pick up another clone for a while.
And as soon as I went to go buy it, I swapped over some ETH and I went to go buy it.
And then, um, I got out sniped and I was like, oh no, I just had PTSD immediately.
And I was like, oh, I'm not buying shit today.
I'm not, we're already starting the day getting out sniped.
My first time wanting to buy an NFT is like, I'm done for the day.
I'm not buying shit today.
Well, Bruno's on his journey of a hundred days of computer programming.
And he's basically learning to be a web three dev.
And I'm kind of like, fuck.
And can we put that on postponed for a hundred days?
And can you go back and making us money like you did the old days, Bruno?
Can we put the computer programming on the sideline?
Can you go back making the boys some money?
You had some banger ass calls back in the pool.
Yeah. Can you make a snipe bot or something?
Yeah, dude.
Please, bro.
It's funny.
Cause I've been every once in a while, I'll go in the group chat and I'll be like,
yo, you guys should check this out.
Like, I feel like no one's talking about this.
And then like, you know, a week or two later, it's like pumped to Valhalla.
But I don't know, man.
I just don't feel, especially in that market when things were like sideways,
I feel comfortable making any calls on anything, but we're seeing a lot of volatility right now,
which is that's how you make a lot of money in these markets is that you see a dip and then you see some undervalued assets for whatever your definition of undervalued is.
And then, you know, you kind of take a little piece of the pie out if you can.
Well, I love you that you're back in the spaces.
And if you find any plays that you're in the cabal group chat, just, you know, throw them in our group chat or come on stage and show them.
Because I mean, didn't deck it in.
I just, I mean, the list goes on of the shit that you were getting in.
We're like, what the fuck?
We turn around two days later and that shit's up in ETH.
So if you got any of those plays, please come back to the show.
Oh, man.
Dude, the den decadent was, I fumbled generational wealth with that shit, bro.
I was telling everyone for weeks, I was like, I'm telling you guys to buy this.
And sure enough, they announced that they were partnering, they were backed by Taiyo or fuck, what's the name of the major enemy publisher?
They did like Sailor Moon and a bunch of other things.
But I said, I was like, yo, you guys should really look into this.
And then the day they announced it, it went up five ETH, bro, from like 0.05 to five ETH.
And no one, no one caught on to it.
So it was crazy.
You didn't even have conviction enough to hold it, but it's okay.
You sold it to the pump.
It was a good old day.
We got Manny up here.
Manny's time is precious.
So we'll get right to him.
What up, Manny?
What's up, dude?
Yeah.
You burn ghost bounty boxes.
Looks super interesting.
That's like another NFT.
That's a token thing.
Allegedly, they have some good backers.
That's just like what I heard.
Looks like a good ballplay.
I'd probably be looking at that.
Yeah.
We talked about it just a second ago on the things that are going on today.
It's basically backed by DraftKings.
It looks like in BitCraft and Pillar VC.
It's basically play games, win rewards, NFTs, USDC, USDT, and NFTs.
You can play pinball.
You can play slay ground, hyper jump, and you basically win rewards.
And basically like these boxes, these loot boxes you open and possibly win shit.
And I think they minted this morning.
I heard EZ talking about them on the show before our show.
And I think they're all the way up to .06, .07.
So they've already been cooking.
Are they up that much?
Yeah.
I think that, I mean, that's the last time I heard.
I haven't been checking the floor price on it, but yeah.
I mean, we even had, what was that, the Nounish Web 3 game?
That Noun Web 3 game that came out on Saturday we were talking about.
And Meta came up here.
It's like, I got like five whitelists for this.
I'm not even sure I'm minting this.
And they were like minting for .01.
And by the end of the show, those things were fucking at like .06, .07.
So it seems like gaming, if you just have anything, and you have a trailer,
or you just have some version of gameplay that people can see,
people are just aping into this Web 3 gaming shit left and right this past week.
So I think that might be the new Meta right now, right?
It could be the new Meta is Web 3 gaming.
And that's kind of what we've been waiting for for this whole time
is Web 3 gaming to kind of pop off.
So go ahead.
Dude, shout out to anyone who got in on Shrapnel.
I remember calling that back when me and Eddie were running the really good Web 3 show.
We had Shrapnel in our spaces, like back when they were first starting out.
I was like, yo, try to get whitelists for that.
And they went from basically no mint to .25, I think they're sitting at.
I think at all-time high they were like 3.1 or something.
So Shrapnel's been killing it also.
I think their token gets listed on Binance tomorrow or something.
Shrapnel, KuCoin.
Yeah, they had an official partnership with KuCoin announced today.
Let's go, baby.
On AVAX, you know.
Everybody who runs AVAX knows apparently.
I don't know.
Anybody else?
Dude, I would highly recommend if you are trying to keep up with any new upcoming Web 3 games,
just put your notifications on for the AVAX account.
Because they've been absolutely crushing it.
So the team over there at AVAX, man, crushing it with gaming.
Did you hear someone bought the Stars Arena platform?
Or am I late to that?
Oh, you're late.
Jason.
Yeah, Jason.
Go ahead, Manny.
Go into it for him.
Yeah, Jason, the owner of Rove, the Rove app.
They're like a ticketing app on Solana.
He got it about a week ago.
So then, what's it called?
The TVL on that went from like 100K to 800K.
He went from like 15 to sitting at 60 now.
I still think he has like momentum to get to 300 per AVAX for his ticket.
They're called tickets there, not keys.
So just a heads up on that.
I don't know.
I'd just be looking to buy underpriced attention, right?
Anybody who thinks that they're going to step back in.
It's mostly your run-of-the-mill Solana people and then some ETH people.
The default trades guy, the guy who was in jail with Martin Scarelli,
he's been pretty active on the platform.
So I'd be looking at him too.
You had a pretty good thesis of how the app is going to be ran
once they get all the shit situation together.
Can you kind of break that down?
How do you think how Rove and what they've done at Rove
is going to be kind of combined into a Starz Arena in the future?
I think what you asked was, he kind of was like,
whoa, smart man.
You know exactly what we're doing, man.
He's fucking crazy.
Yeah, so I was thinking about it.
I was like, okay, if I owned a ticketing solution, what would I want?
I was like, I would want to integrate a fan-based point system on Spotify, right?
Like the number of listens give you access to people, right?
Like imagine being able to fucking message Taylor Swift in like a group chat, right?
Like how much people would pay money for that, right?
So it was like, okay, so you can get like celebrities to get on this platform
and then you launch their tokens, right?
So they bought like a hundred of their keys.
So then their fixed price is already high.
And then they can trim positions whenever they want.
If you look at the manifold thing, like that's how they did it for certain people on Frentex.
So I was like, okay, this makes too much sense.
Like it's already happened once.
And like, it's already kind of like Twitter-y, Facebook-y on their like app.
So I was like, okay, this is just going to be an all-in-one influencer, one-stop shop
to like get people to watch their streams, look at stuff.
And it just made a lot of sense.
And you're basically equating Jason as like Racer on Frentex, but having the top key basically
because he's the founder of the protocol.
Is that why you're super bullish on Jason's ticket on Starz Arena right now?
Yeah, it's the same logic as Racer, right?
Like history doesn't repeat itself, but it rhymes, right?
So I'd be looking at him and maybe Kaleo as like the top keys that I would look at.
And then as the TVL goes up, then ideally their keys would go up too.
But I think they need two-factor authentication first.
And then like the ability to sign in with something that also isn't your Twitter.
And then once they have that in place, then I think we start to see more momentum on this thing.
I agree, baby.
I fucking agree.
And Double, we talked about the Simpsons for briefly here, but did you buy any of those Simpsons?
I was asking people in the group chat if anybody bought those and some people said that you did.
I mean, that was the only thing I was thinking that would pump, but I guess I fell asleep
and I didn't catch on to these Springfield pumps that ripped the .45.
But before the show went off, I was watching football and I went to the Chimpsons NFT website.
The NFT were sitting around $7.
And I'm like, I don't know, man.
I'm busy watching football.
I'm not going to pull the trigger.
After I woke up in the morning, I checked the Chimpsons floor parks in there at $35.
So I guess there was a play there to have.
I know that's, you know, lunch money.
It's seven to 35, but that's a three or four X if you were to swept Chimpsons right before the episode.
And that, I mean, now we got the speculators out that the fucking punks in the show are now fucking goddamn Nakamigos again.
Now we're going back in time and creating new conspiracy theories of why Nakamigos are now a Matt Gรถring fucking collection and people was mentioned and shit.
Like, give us the conspiracy theory, Manny, of what the fuck's going on Nakamigos.
Punks don't have backwards hat as a trait, but Nakamigos do, bro.
I'm just going to throw that out there.
And they had blue backgrounds too, right?
Exactly that, dude.
And they were featured in the same floor as Beeple.
I mean, dude, I can, I'll get the red yarn if you need me to, dude.
Dude, like you're on the block train and you passed the Satoshi fucking monument also, bro.
I was like, yo, this is, this is crazy.
I, when I saw the punks, I was like, I've never seen a blue background punk.
Maybe this is a V1 punk or something like that.
And then I was like, oh shit.
Or, or maybe, or maybe the Simpsons didn't want to use real traits so they could get sued by the IP license holders.
And they just chose a different background.
Isn't it CCO?
No, no, they, that's what I'm saying.
They chose to use two apes in the show.
And I feel like I have a case against them because I am double ape.
I owned the two ape IP.
So I don't see where they get off just using our IP in their show and not giving us, you know, a piece of a cut of that revenue.
Dude, I just thought a nine was like, yo, I'm taking a few weeks off.
I need to recalibrate.
And then this episode comes on and the motherfucker is back hammering these conspiracy theories even more.
And now he's thinking like Simpsons and people, all these people have some combination of influence.
And this is all like a coordinated effort.
I'm like, bro, this never stops.
This literally never stops, which is, it's fun for like a content creator.
Because I could talk about it.
But Jesus Christ, it gets kind of exhausting after a while trying to keep up with all this shit.
We got Ash up here.
And, you know, we got a new doodle, my guy.
What's up?
Yo, morning.
No, I had this one.
I just had a mustache.
So I just chucked it on for November.
But, bro, since we're talking about Simpsons, I was going to say, why do you think the apes didn't have price tags on them?
Like, no jokes.
Like, out of all the, out of all the characters, Ace for the only one.
I'm like, are we having another, like, I don't know, undisclosed, like, promotional, like, Moonpaste style?
But no, that's a joke.
But what I wanted to actually ask is, is anyone curious why the hell they didn't use any of the CC0 assets that they could have just easily put in place?
And instead, they went out of their way to kind of pay money and time to have derivatives of projects made.
Bro, I don't think they know what the CC0 NFTs are.
And then I also just figured they probably just picked the most world-renowned ones.
Like, you obviously saw, like, the Nyong Cat.
That's pretty well known as, like, an internet cultural meme.
And then, obviously, the Bored Apes.
Everyone knows about Bored Apes.
So I think they just picked, like, all of the NFTs that everyone already knew, regardless of CC0 or not.
I swear I saw an art gobbler in there, too.
I don't know why they chose that one.
Where did you see that?
All right.
Fair enough.
Yeah, that makes sense.
It's just based on fan.
Because I was like, they could have just picked so many, like, different things.
Like, creep toads, nouns, MFers.
But wait, wait.
Ash, what do you think about what I brought up in terms of the IP license, right?
So, like, if I use, if I just make a fake Bart Simpson and put him in my show, is that, like, parody?
Is that cool?
Will they come after me?
Or do you think they could just do the parody of my ape and get away with it?
Do you think I have a case?
I mean, the apes don't look alike, really.
But Simpson can't get away with any type of parody.
Well, no, I mean, that's the case, right?
Because I could say the same thing.
I could say Bart Simpson doesn't look like this, right?
But he's in my, like, let's say, for example, like, South Park puts the Simpsons inside their,
Yeah, they have.
Making fun of it.
Yeah, they have, right.
So, is that okay?
Yeah, right?
That's like a parody.
It's not like IP.
It's not like a copyright infringement.
No, yeah, as long as they claim parody.
And it's, like, such a weird line.
Like, I don't understand who gets to decide what's parody and what's not.
I guess if they try to sell them, then that would be a problem.
But, anyway.
Bro, did you see the shit that happened with Cool Times?
You know how he has the popsicle doodles?
And doodles were basically, like, selling, like, derivatives of his doodle, like, at, like, their event.
And he was, like, pissed off because they sold, like, thousands of units.
And he's like, what the fuck is this?
I don't think they sold them.
It was, like, giveaways, dude.
But they did change the frown to a smiley face, so that's a different trait, to be fair.
But that's kind of crazy, bro.
Like, you had someone like Cool Times who was, like, who's been rocking the popsicle forever and holding it down for, like, in the early days.
Like, Cool Times was pumping doodles a shit ton.
And the fact that they're, like, nah, we're just going to switch the frown to a smiley face and you're going to fuck yourself.
Is that a one of one?
Yeah, it's one of the, like, top 20 rare ones, yeah.
I mean, they should at least talk to him, right?
Yeah.
Bro, they never did.
Of course not.
He even tweeted about it.
No one responded to him.
I was like, that's absolutely insane that they didn't even, like, mention you or anything like that.
If you talk to Cool Times about it, he's like, that's my, one of my worst and best decisions in my life.
I mean, 250K on it.
It's down the worst, but it's also my brain.
I think it's hilarious.
Yeah, he spent a shit ton of money on that.
And they also did doodles of the same thing with the pickle, the pickle doodle.
They also sold, like, a derivative of the pickle doodle.
Or, like, they've been giving it out for free or was part of, like, some marketing campaigns.
And the holder of the pickle doodle literally, like, didn't see a dollar and never got reached out to.
Like, nothing.
I was like, that's pretty fucked up, man.
Yeah.
Yeah.
And it's sad because it's also, like, Coopy had said before.
When they were talking about, like, Space Doodle, there was, like, a part of the forum that mentions, like, here I'll pin it on top.
The reason why there was no price tag on the Apes and the Simpsons, because they weren't Apes.
They were Simpsons.
And they were $7 before the show.
So, like, we might as well not put $7 on it.
We're putting zero.
But, you know, Ash, Burnt Toast came out over the weekend and basically is, like, bullposting, saying, you know, we're going to get into the most, you know, I forget what he said, but can you pin up his kind of quote?
He said something about, like, we're about to tap into the next phase of what we're doing.
It's, you know, I forget exactly what he said, but I know you're a Doodles holder, so I wanted to kind of get your comment on what you think about what's going to happen next with Doodles.
It looks like they're about to, you know, break into the next part of their roadmap.
And, I mean, would it be smart to launch a token?
I don't know.
It seems like a lot of people are launching tokens now along, like, just imagine if Pudgy Penguins launched a token.
If Doodles launched a token, that would have ripped the floor price up.
But what was this, like, what would you think about Burnt Toast kind of bull post?
And I have it right here.
And it says, Doodles is about to make some of the biggest swings it's made to date.
I'd be lying if I said I wasn't nervous, but no pressure, no diamonds.
So, I guess he's been trying to get all the collectors out by saying flooring to get the fuck out.
He has a lot of investors.
So, I guess a great way to get, you know, those investors paid is maybe launch a token and then give them, like, a reason to sell and make their money back on investing in Doodles.
I don't know.
But what do you think this endeavor or this next stage of Doodles is going to look like?
Yeah, dude.
More IP building?
More branding?
More toys in Target or something?
Where do you think it goes?
Yeah, no, I pinned it on top for you as well.
Like, Burnt Toast doesn't really shield, dude.
So, I'm excited for whatever is going to come.
So, if he's doing it, I'm like, okay, fuck it.
This is going to be exciting.
But I don't think it's going to be a token or anything.
I think it's, like, more partnership.
There was a video that Alexis, the founder of Reddit, put out with Julian, the CEO of Doodle, where he was, like, asking him for alpha and then saying that it would sense, like, beep out the parts that you're, like, releasing the alpha and don't worry.
So, it's definitely just more partnership, just, oh, here, I found the video.
I pinned it on top.
But, yeah, they're just basically going to partner up with two more people.
We don't know who they are, but I'm excited.
I won't see, maybe.
I mean, maybe a game.
Maybe, I mean, maybe they're going down the IP route and they're going to release some collectibles.
I mean, I wouldn't be out of the question.
Bro.
Please, no game, dude.
For the love of God, no game.
I think they should stay in their lane and do what they do best, which is build, like, really, really cool IP.
I think Doodles, to this day, I still think Doodles is one of the best character IPs in the industry.
And I think they should just go all in on that.
Whatever that scale, you know, whatever that looks like at scale, I think they should just hyper focus on that for sure.
Whether it be through partnerships, whether it be through, you know, deploying capital into, like, some really interesting marketing campaigns.
Like, those are the things that I would hope that they dive into.
Yeah.
I mean, I think the new playbook, if you're an IP play, is, you know, Lucas playbook.
So, maybe they're going to start launching, you know, Instagram, maybe, you know, Giphy, possibly plushies, or maybe, like, a more exclusive network drop of, like, some high up-end collectibles.
It kind of seems that's kind of the meta, especially your IP.
And I would imagine they're not trying to recreate a playbook.
They're trying to probably copy someone that's always been successful.
And that's, like, what Lucas has been doing in the past five or six months.
I think it should be another onboarding of a brand to, because, like, that's where they have the doodles, too, is to tie in a digital and a physical experience simultaneously.
So, with the Crux partnership, we're like, hey, here's a Crux version of doodle, but you also get a doodle box that is a digital variable for doodle avatars.
And that's, like, the Crux first digital collectible.
So, it's likely that they're bringing two more brands who haven't been involved in Web3 yet to do a physical and a digital drop with them.
Well, I think they should do a Snow Pro and Burntos collab would be, like, a banger collab on something.
Snow Pro with Burntos and maybe they did, like, some physical goods with, like, G-Money.
I think a collab like that would go so hard and do, like, a couple limited drops of, like, either merch or anything like that would be really, really good.
Yeah, I guess we'll find out.
Why don't they start telling a story for once?
Why doesn't someone explain, like, the universe or what's going on with them?
Well, dude, I think they're gonna do that. They bought a whole, they own a whole fucking animation studio.
Yeah, but it feels like they're going backwards, like, doing, like, collabs and, like, even having, like, a camp exhibit and all this stuff, like, before even having, like, a narrative.
Like, it just seems weird to me.
No, the camp was the beginning of the narrative, so they released this, like...
Well, what's the narrative?
Okay, if I'm going to camp, right, if you're bringing a kid to camp, right, they're gonna be like, oh, I want to go see, I don't know, Frozen, or I want to go see Cars or whatever.
And they're like, oh, because they watched the movie and they liked the character, they fall in love with the character.
Yeah.
And they're like, oh, why do you want to go to Doodles? Oh, because it looks cool, it has nice colors.
Okay, yeah.
Okay, yeah.
You know what I'm saying?
It's, like, really, really strange.
Well, like, they, someone actually posted, like, so they, out of the 82 slots, 70 of them has been booked out.
They're sold out.
So, like, I don't know who is doing it.
Like, I agree with you that, like, normally you're excited about something and that's why you go out, but they're selling out there.
Yeah, I just feel like...
It does make sense, so...
I just feel like that, right now, all of these, like, IPs, their customer base is really, like, you know, NFT people, right?
And they're partnering with camp because they're gonna bring the NFT people in there and then they're gonna spend money on the other stuff that's in there.
It's just, like, a marketing thing, bringing this, and I understand that, I get that, but to scale this out, like, for it to be a real brand, a global brand, they're gonna have to, like, tell their own story at some point, right?
Because, like, what are the characters' names?
Like, what do they do?
Like, is there something that they're trying to achieve?
You know, like, even, like, even something stupid like Care Bears, for example, like, you know, or any of these cartoons, right?
They're telling stories, like, South Park and Simpsons and all that stuff, like, there's a story behind it.
We can't...
It just feels like a lot of these NFTs are just, like, they have these brands, and then they're selling merch, they're selling experiences and all this stuff, but it's really just to get us, the NFT people, to go and buy more stuff, rather than working on the brand, actually building out the narrative and telling the story.
So that, like, that's what's gonna get masses into it, right? Like, a Doodles movie that comes out, and kids watch it, and there's, like, cool songs from Pharrell and all this stuff, and then it becomes a mainstream thing.
That's gonna get the masses in. Right now, they're just targeting us, I think.
Go ahead, Kyle. You came up here, rocked your Doodle. You had a human profile picture. You're like, I gotta put my armor on and go defend Doodles.
Hey, man. Hey, guys. Thanks for having me up. I've been listening to you guys for a while, but I don't hop up in spaces too much and speak, but I don't know what you mean by that. I had a human profile. I've always been rocking Doodles for a while.
Oh, maybe I missed Saul.
Oh, it's all good, but no, just thanks for having me up. Appreciate it. No, I might be able to shed, like, a little bit more light on it, like, for me, and I know it probably doesn't mean a lot coming from a Doodle PFP, so you could just, you know, take it with a grain of salt.
But, I mean, I think that's what camp was, was to start introducing their main characters, and I get you double that. It's like, what's even going on? Why would I take my kids there?
But that's where they introduced Happen Mellow, and I don't know how to post it up here, but DudeLifts posted a, I don't know if you guys call it DudeLifts or not, but he put, like, a big rundown of, like, who Happen Mellow are.
And to me, I kind of feel like they are telling this story in reverse. They're out in public, they're doing their thing, and I don't think they're trying to sell to us. Like, they are, I mean, if you go on their website, they don't even have NFTs on the website, so it's like they're not selling to us.
I don't know. I mean, all these projects, Pudgies, Doodles, you know, Cool Cats, like, Clones, like, we're all trying to write a playbook that hadn't been written, so, like, giving grace to all these projects is probably worth a little bit, too, you know, and just seeing how the teams are doing stuff.
But that was just my two cents. I'm just going to hop back real quick.
Y'all appreciate it, Kyle. Thanks for listening. Thanks for coming up and participating. Anybody else that wants to come up and participate in the conversation stage is open?
Ah, but.
Yeah.
Like, don't worry about someone saying NFT projects just selling to their NFT holders, because you can't even buy Bay C merch if you're not a holder, so I don't know what Dabble is on about, but sorry, X, go ahead.
I mean, them, too. I agree. They should be doing it, too. I don't know what they're doing.
No, dude, I actually fucked with that. It's exclusivity, man. I like that.
Yeah, I get it, but, like, that's not their main business, right? They really need to focus, and I think they understand it, too.
Like, Ape Fest is cool. Selling the merch and the stuff is cool, but, like, that's not going to be what brings the brand to the masses, right?
That's just selling back to the NFT holders, which is fine, but they need to work on the character of the ape, and if that's not the character they want to work on,
they need to find out what the next character is. Like, it's a character business, and I think, you know, I forget his name,
but the guy that always brings this up, and I think he's really, really smart about it.
What's his name? Espresso.
David.
David, yeah, yeah.
Yeah, David, the guy that has been doing, like, that character or whatever forever.
I think he's right.
Yeah, I think he's right when he's saying that, like, a lot of these NFT projects came out with these brand and these character IPs,
and they ended up in the character business without even knowing it, and now they're kind of like,
now that the NFT, the bear market came along, and they can no longer make money on selling NFTs and royalties and things like that,
now they're like, oh, we need to go back into the traditional world, and we realize what business we're actually in.
We actually have to create a brand, create a narrative, a story, and that stuff is not easy, right?
That's like the heart. That's what makes Disney Disney, right?
Because they're telling great stories, not just great pictures, not just great animations,
but also impactful stories that people fall in love with.
So if you don't do, if you miss one of those parts, then it's not going to work, right?
I think the Bored Apes, Yuga needs to do it.
If they're going to go into games, then do it the right way, right?
Don't just do it as like a side quest, and then just try to extract as much money out of your holders forever.
It's not going to work in the long term.
Extracting money from your holders is a sustained business model.
Yeah, I know it is.
I know it is, but you always have to expand your user base model, right?
That's all they know is extracting.
And like we look at CloneX, where it's like if they keep charging their NFT collectors money for these drops,
they're going to lose them, and they don't, and they don't.
They continue asking their collectors and the people that hold the CloneX to buy things at a premium,
and it's one of, you know, everybody hates being the product or being the customer,
but that's the most sustainable business model NFT has.
Yeah, but it's not sustainable.
It won't lose their original collection.
Not at the scale that they're at in terms of Yuga.
They're at a billion, $4 billion valuation at some point, right?
They made hundreds of millions of dollars.
Selling merch is not going to keep that going.
They're not making as much revenue doing that, so they have to get back to their roots.
If they're going to continue selling NFTs, it's probably going to be in games.
It's not going to be selling T-shirts or holding events, right?
That's all like side quest stuff, like I said before.
So anyway, Ruto, go ahead.
Sorry, I'm going to cut you.
Yeah, go ahead, Ruto.
Two unpopular opinions.
Disney wouldn't be anywhere if it wasn't for them basically just stealing and retelling stories
from like 100 plus years ago.
And also, second unpopular opinion, Yuga transitioned to gaming because they knew that their IP was
pretty terrible and not that great in general.
I mean, the IP is great if you can make it great.
And I agree with you.
Most stories come from, you know, the cavemen, right?
I mean, stories are repeated and changed all the time.
They have the same morals.
They have the same, you know, arcs and stuff like that.
Same thing with anime.
Same thing with anything.
But it's just the way you put it together, right?
The way you put your own twist, unique twist on it and actually make them more trendy or
like, you know, matching today's environment or, you know, the generation.
You have to keep telling those same stories to every generation and you do it in a way,
excuse me, in a way that they understand it.
So, yeah.
I mean, most stories are all remixed.
Double, is there any update on the other side?
Because I think to me, I think that's like, that's like going to be the biggest catalyst
to like whether or not Yuga is going to be deemed successful in their gaming endeavor.
Is it the full, immersive, like other side is like really successful.
So, is there any like, have you heard anything?
Yeah.
Yeah.
Dude, I don't know if you remember, but I was saying that I would be very disappointed
if this Ape Fest didn't have like a digital other side experience to go along with it.
And apparently it did, but only for people that were at Ape Fest, which I think was a
misstep.
So, apparently they showed up.
They had an other side, like a, what do you call it?
An other side event there at Ape Fest where you can go and lock in with your ape.
And they had all 10,000 3D apes available, but apparently all of us couldn't get in.
So, only if you were there, you'd get to play it locally.
And they also announced a game called DJs and D-gens.
So, apparently the game was like the other side.
You're like in the social experience with all your apes and like you're DJing.
And some people go in the DJ booth.
There's like a music game, and I guess you jump through rings.
I mean, it was very weird.
In terms of the gameplay, I don't think that's going to be like the best game to go with.
But that seems like that's what they're launching.
And they also announced another mobile first game that they said they've been working on
for two years.
So, we'll see what that is.
But I don't know.
I agree with you.
I think they missed the mark on that.
And Fortnite, Create, and Roblox are really going to be the go-to metaverses moving forward.
And they kind of missed the ball.
They still have an opportunity to maybe build something similar.
But they better hurry up, right?
And I don't know what this mobile game is going to be.
But I don't know.
I'm skeptical, to be honest.
Bro, honestly, the other side would have been dope.
And then literally Fortnite and Roblox came out like maybe six or eight months later.
And they're like, oh, you could actually just create your own super high quality in-game
assets and full-blown video games within our ecosystem.
So, I'm like, I'm going to find it extremely difficult to believe that there's going to be any startup company
or any company in general that's going to be beating Roblox and Fortnite in what they're achieving right now.
Like, I just don't see that happening, bro.
So, like, I hope.
The only edge that they really had on Fortnite was that they could be more creative, right?
And they have blockchain, right?
And they had all these brands and IPs that are building on other places.
So, now you see all the NFT projects are building on Fortnite.
We had, what did we have?
Only One Force built something.
Liberty Square.
Now we have Artifact building there.
So, this is what other side, I believe, could have got ahead of and had all of those projects
building on other side and helped building up, creating games and experiences there with
blockchain-enabled assets, you know, and that would have been their edge.
But now, you know, now when we saw .swoosh build onto Fortnite, they connected the blockchain
to Fortnite.
So, it's just a matter of time.
Even if other side does make some kind of headway, they'll just be able to click the
switch and be like, okay, if this makes sense, now we'll do it.
They'll just destroy them because the tech is just a billion times better, right?
And they have so many more users.
And I see we have Forgotten Runes down there who's also working with Improbable, of all people.
And they created like a, what looked like an other side trip with their collection with
full 3D models.
And everyone got to play it online, together.
Bro, you better bring Bear Snake up here, bro.
Yeah, he's down there listening.
Yeah, yeah.
He should have come up here.
If you guys are not following what Forgotten Runes has been doing the last like six to
eight months.
Oh, we had him up here on Tuesday just going over everything.
We had, I mean, we just went into the whole discussion.
We've been talking about Forgotten Runes for the past month.
This has been crazy.
And Bear Snake comes up here and is like, I need to get better headphones on my Best Buy
because we're doing this event on the 8th.
Let's go!
We've met Shill this for him.
Yeah, I got my headphones, man.
Good, good, good.
Are you ready for your, what is it?
Is the, didn't you say it was on November 8th?
Yeah, so I know you guys were talking about the Halloween thing, which is like the, you
know, the 3D Unreal Engine supported event that we did.
But yeah, we have our big, by the way, I didn't come up here to shill.
You guys, sorry.
I just, Bruno, Bruno shows up every few weeks.
So he's like, no, we brought you up to shill.
All right, cool.
Yeah, we're just trying to like throw, throw you flowers and say, yeah, you might think
we haven't talked about Forgotten Runes, but we've actually even had Bear Snake up here
basically telling the whole space about it.
So I think we've done our due diligence in letting everybody know about you guys.
Well, you know, I really appreciate it.
Yeah, no, today's a fun day.
It's been a great couple months for us just because everything that we do takes like years.
So finally, yeah, we have our big MMORPG game that we've been developing for like over
two years.
And we're doing, it's not like an actual alpha, but it's like they're calling it, we're calling
it a vertical slice.
So yeah, that's tomorrow.
And you'll be able to jump in the game.
If you're a wizard holder, you'll be able to play as your wizard.
And it's just sort of like a nice little taste of like what the game's going to be.
It definitely does not have all of the crazy sort of core game loops built in just yet.
But yeah, it was just time to sort of show a little bit of what we're doing.
And it's going to be, it's, I'm super, super excited.
You know, I think it's nice counter-programming to what you guys are talking about, right?
I think I personally am not a crazy MMORPG guy.
Um, a community and like our IP feels right in the MMO space.
I'm an FPS guy.
So I love seeing all of these, you know, whether it's the other side or Fortnite editor or yeah,
I mean, even Roblox, like I think that stuff's awesome.
But I think our plan was to like give some, you know, optionality and counter-programming
with more nostalgic, like pixelated top-down MMOs.
And, you know, it's just, I think we just, as, as game builders, we need to give, uh,
as many options, um, for categories as games, uh, as possible in Web3.
So yeah, it's, it's cool.
It's, it will do, we're doing a live stream with Arbitrum today and then it goes live for
a week and you can like grind and, and win land plots and all sorts of fun stuff.
That's exciting.
Yeah.
You guys have been killing it and I've been keeping track and I think we all have been keeping
track of what you're doing and, and I mean, double, you saw the 3d renders of your ape.
Is that, were you pleasantly surprised?
It looks like all of them from the waist down have like coochie cutter shorts and sandals.
Would you, did you want like cowboy boots and underwear?
Like when you saw the 3d rendering of your ape, was that something that you were impressed
You've been, you know, pretty skeptical of these in the past.
Not really, to be honest, but all the money they have, they should be able to figure out
all that stuff a long time ago.
Right.
Like look at the, like I'm using a bear snake in forgotten rooms as an example.
There's other ones like clone X or whatever, but you can see the detail they put in making
sure that the, the full bodied avatar was something that looked like part of the collection.
Right.
And it just wasn't like thrown, thrown on like a pair of shorts or whatever they could
have used to sit a similar, like technique they used to create all the traits and make
them really look, you know, consistent and well-defined.
Right.
Like some of them, they all have sandals or whatever.
Why couldn't we have like, you know, cool sneakers, like the babe sneakers or whatever,
something cooler than just sandals.
Right.
Like I just, I just feel like they didn't put enough time and energy into it.
It's not really what they're focused on, which I get, but like, that's like the IP.
I honestly, I really do feel like this whole lawsuit thing kind of screwed them over.
And I feel like they kind of pushed the eights to the side until that thing got, um, figured
out.
I, that's the only thing I can really think because it makes no sense why they wouldn't
have it all done already and prepared and be building on top of it.
Um, so I don't know, I'm not, I'm not really super impressed with it, but at least they
should give it to us.
Right.
They should give it out to the community so we can start using it and everyone can stop
creating their own version of them and consistent look on what the character is.
Right.
Like if just imagine like Disney, just let everyone create their own version of Mickey
Mount or whatever, or whatever character it is, uh, and just let them roam free out there.
And it's like looking crazy all over the place.
No disrespect to anyone who's created them.
I, I, I, I've created mine and I don't even like mine either.
I want the original one that comes from the official brand.
Just like if you were, you know, using a brand's assets, right.
They usually give you a logo pack, a brand pack.
They tell you what the colors are.
Here's how you use our logo.
This is, you know, you can use it, but here's like, here's some assets for you to use in your
creation so that we have a consistent brand.
Like they should be doing that.
They should have done that a long time ago.
Um, so I just, I just don't understand why.
Um, but yeah, hopefully, hopefully, hopefully they fix it.
Yeah.
I mean, make, make your up here.
You have a 3d version of your youth that you go and do all the time.
So you can comment on this and your hand's been up for a while.
So you can talk about whatever you fucking want to feel like, but I think it's a good,
a good transition for someone that actually, you know, take his own IP in his own hand,
actually created a 3d version of his thing to kind of, you know, push out content under
his IP.
So make what up my guy, fellow crown you up here.
What's my, Hey, Hey crown family.
What's good.
Express.
So double eight, uh, daily alpha, my family.
So I did buy this particular, uh, you, because I know it had an AR asset attached to it.
Um, I do agree with double eight that when you are at full collection point, you probably
do want a true vision from the team, but I probably spend more time in the metaverse than
anybody else on this platform.
I have two kids who run around Roblox every day that I douse with cash.
Right.
Um, so I run around as my kid called beast and spatial, uh, every day we stream live the
you community space from there.
There are a few things you said, double one, um, don't fade the DJ game yet.
At the end of the day, when it comes to like most of these platforms, if you exclude
fortnight DJs control the environment, whether it's the central land, spatial, anywhere you
want to like hang out for more than an hour usually has a dope ass DJ behind it.
So to empower creators, to give them out that opportunity or see if it opens the doors, I
think will only help the cause.
Um, I haven't gotten this huge asset officially into spatial and other things because of the
way it was created.
I'll be running around probably by the end of the week.
And I also realized though, it's a starting point.
You know, when they're fully launched, when they're fully quick cooking, you've had all
that time to work with the different tools that are available right now.
It'll only make what you're doing stronger, but I'd be bullish on other side.
The other thing I saw from other side, at least when we all ran around in that little
small window or taste, you had 7,000, you know, people having that experience at once
on a platform.
Most experiences like spatial, like on cyber after 50 people, an instance is created of
that experience, you know?
So you can't have that group in group out, um, situation that shit's only going to grow
that 7,000 number.
The way they're building that platform, I wouldn't quite give up yet.
Well, really quick.
And then I'll go to you bear snake, but really quick.
So I agree with you.
I'm definitely bullish on it.
And I've been to the other side trips, right?
But to be honest, having that many people in one place didn't really make the experience
great.
It was just like a aha moment.
Like, wow, look how many people are here.
But like when I actually started using it, all I hear is chatter everywhere.
Like, it's just ridiculous the amount of people there.
You don't even need that many people.
And the reason why most of those games don't allow that many people is for that reason.
It's cluttered.
It's difficult.
You don't really need to interact with all those people.
So if it was something like an event, like a concert, like the Fortnite concert that
we saw with a bunch of different celebrities, that kind of makes more sense.
But at the end of the day, the experience has to be fun, right?
So if it's a DJ thing, cool.
If we're all hanging out and we've done that, like you said, spatial, decentralized, whatever,
that's a cool experience.
I get that.
But it's not something new, right?
It's not, that's not going to be the thing that hooks people into other side.
They need to figure out what the core, either figure out what the core, like experience is
going to be, if it's a game or whatever else it is.
But they also need to have people creating experience on top of it.
So, yeah, I agree.
I'm kind of bullish on it.
But, you know, we've seen that already in the three trips that they've had.
But it looks like this time they just kind of reiterated it with the apes.
I believe that should have been done on the second trip, right?
We should have had our apes already rather than the robots with the NFT face.
But, you know, it's cool, whatever.
I'm definitely bullish on it.
But, like, we need to start getting, you know, understanding what it's about.
Like, what is the game?
What is the experience really going to be about on the other side?
Rather than what everyone's already done.
Like spatial, like you said, they've done that already.
Decentraland, every place has done that.
Sandbox, and nobody goes there, right?
So why are we following that path?
I don't know.
Go ahead, Bearstein.
Yo, what's up?
Well, I mean, two things.
One, just on, like, the models, I think.
Don't underestimate how difficult.
As someone who, like, went through creating 10,000, like, fully rigged models that are,
like, ready to deploy anywhere in multiple formats, don't underestimate how difficult that is.
You know, money doesn't always solve problems.
And so I know that, you know, I don't even really think I've seen the ape models.
But what I would say is, you know, it's very, very difficult, especially when...
I got a call.
No, no, no, I'm back.
I'm back.
The robocalls are out of control lately.
Anyway, like, the apes are, the PFPs are, like, chest up, right?
And so they have to create, and get, you know, they have to, like, get creative with what's
going on down below, I think, for...
Okay, but hold on.
Okay, hold on.
Because I don't mean to cut you off.
No, it's fine.
I don't underestimate how difficult it is, because I come from that world.
I understand how hard it is to create.
But let's...
This situation, money doesn't help everything, but in this case, it does.
Because you just go out there, and you get the best 3D game solution to create that,
know how to do these models perfectly, and you go out and you work with them.
And that's what they do, right?
They partner with all of you.
And so, to me, money, in this case, does help, because you can go out and get the
best studio out there to create this for you, and you just basically produce it with them.
And how hard is it to get creative on pants, sweatpants, cargo shorts, or whatever, cool
sneakers?
We could do it right now.
In 15 minutes, we'll come up with all the traits that match whatever clothes are on top
and make them match the bottom.
And you have cool, you know, clothes that you can trade and create a marketplace with all
these, you know, Decentraland has already done that.
I mean, there's so many ways to be creative that's already been done.
I don't think that's an excuse, especially for all that money that they have.
And not only money, but resources.
Right.
Well, I mean, again, I can only speak to my own experience.
But, like, you know, the first time we went to go do our 3D models, we hired, like, one
of the best, like, video game asset companies.
Like, you know, the thousands of employees, and they had done incredible work for all the
ton of AAA games.
We went through the whole process with them.
It was extremely painful.
And at the end, we finished the entire collection, and we scrapped the entire thing.
Like, it was like 10 months of work.
And we scrapped it because it just wasn't ready.
And so I think, you know, and then we just ended up hiring people internally, and we
did it ourselves.
I guess my point is, you're right with all these things, like, creating wearables, and
you can do it.
But, like, when you concentrate on doing that, then you're, like, pushing down other priorities.
And I guess what I would say is just, like, and it sounds like you know the business, but,
you know, when you prioritize one thing, you deprioritize something else.
Because even if you have a lot of money, you can only do so many things at one time.
So, I don't know.
I'm just...
Right, but they have recently came out and said that they made a mistake by not prioritizing
other side, right?
And they actually did the opposite.
They worked on all these other little mini games or whatever they were doing, and they
deprioritized other side.
And that's why that probably wasn't on their radar, right?
Because they're like, why do we need 3D models when we're not working on that right now?
We're doing 2D games over here.
I get that.
I get that.
So, it's the opposite.
But they admitted it, though.
They admitted it.
They had to lay off people.
Now, they're focused on the other side, right?
Right, but if they, like, weren't putting out mini games, then people are like, what
are you doing?
It's very...
Listen, like, it's definitely not an argument.
Well, they could have put out mini games, but not Heavy Metal and not Legend of the Mara
games.
They could have put out Dookie Dash 1, Dookie Dash 2, Dookie Dash 3.
Right.
Well, we like Legend of the Mara because they included us.
Well, we like Legend of the Mara too.
But I mean, but I'm saying it's not really...
It hasn't had the same, you know, impact as Dookie Dash had, right?
And I think it's because they got into a genre of game that they, A, they don't understand.
B, the user base wasn't interested, right?
And there was no way for anyone to make money.
It was literally, you have to pay, you're paying them to essentially win an NFT that
nobody really knows or wants.
So I think they made a mistake there rather than just making it, you know, anyway.
But anyway, I'll...
I get it.
No, no, no, no.
I think that you've seen what they've presented to you, right?
You don't know what else they've been building in the background.
This is pretty...
The 3D figures are bare bones.
They just announced it.
They just announced it.
I'm just saying, like, they basically purchased 10KTF.
What does 10KTF do?
They basically have these shoes, these backpacks.
I would imagine this is the bare bones.
This is what they work for.
And you'll be able to customize your Ape in the future with shoes, with pants, with backpacks.
I think that's all part of the plan.
And they're just not going to come out and say it right off the bat because that's going
to be a big announcement.
The fact that you can integrate all this stuff from 10KTF into the other side on your Ape.
So you're getting bare bones right now.
And why would they give you that announcement right off the bat?
Like, it's very bare.
Because they're losing.
They're losing the race.
You see what I'm saying?
It just shows you it doesn't matter if you're losing the race as long as you deliver with
the time.
No, it doesn't.
Look at all these collections in the past year we all thought are dead.
They're all pumping.
Why?
Because they stuck around.
They built in the bear.
And their communities haven't left.
You guys are one of the strongest brands in this space.
Yeah, it's taken a little bit of time.
We've had a bunch of detours.
But if they come out and other side is a success and then right off the bat they have
an announcer like everything is customizable now.
You can purchase shoes, Nike shoes from 10KTF with ApeCoin.
And that's going to be a big announcement and going to pump other side and bring attention
to it because people didn't expect it.
So I think the fact that you guys are, they've been building, it doesn't matter how long it
takes, as long as when it's released, it's flawless and you get attention, that's all
that matters.
It's the execution.
Right.
But we're looking at execution has been falling off is what I'm saying.
Ever since Dookie Dash, the execution has been dropping.
Right.
And they're admitting that to that.
So now they need to get back in focus and ship really good things that everyone wants
and execute on that.
Yep.
So let's kind of move.
We're not going to talk board eggs for the rest of the show.
I'm telling you that right now.
So we're going to go to make and then we're going to move on.
There's some stuff that's going on with Artifact with Takashi Marikami.
Got some more games that are coming up that are Web3 native that possibly you can get into.
So make what's on your mind and let's wrap up this 3D avatar discussion and metaverse discussion.
I'll just keep it real brief, but I just want to let you know how incredibly hard it is
for each particular one when we talk about, oh, we could do this or we could do that.
As my man Bear Snake just said, it's like I've had the Ute asset that was built specifically
for one particular style, right, of these assets and how to use it.
That had to be stripped down by three different people until we could get that into a rig,
a low poly creation, take down all of the meshes and make them something.
I could even start to work with to import this character, say, in the spatial.
When I go into Decentraland, it's a totally different build.
I have wearables from DCL.
It's a totally different format and sliding point.
There are export points like VRMs, which are gaining steam, that'll help all of this evolve.
So when they're building, let's say they spent the whole time building a high poly model
that'll work in their instance, but then it doesn't travel.
So there are just a lot more things than, hey, it's 3D now.
We could use it, not to mention rigging and what you're going to do for those spaces.
I wouldn't sleep on it just yet and just realize that one 3D format doesn't make another's entry point.
Oh, yeah, bro.
And one collection that has given 3D files to their holders, and they have taken that in the reign of it,
is good old Artifact.
And they had an announcement yesterday with Artifact announced with a creator challenge with Marikami NFT as a prize.
So we've got Cass in the building.
If you want to come up and break this down, I'll just read the thread.
So calling all creators to showcase your skills and talents for unique opportunity to earn a rare and prestigious award.
The Artifact is the Kashi Marikami Pill.
And then for full details, visit creators.artifact.com.
But the prize, a Marikami Artifact Marikami Pill.
With this pill, you will gain the privilege of legendary Takashi customized one of your clones.
You'll have 3 months to redeem it.
You do not need to have a clone to participate, but the pill can only be used on a clone X.
Guideline start date and time is 11 p.m. or a.m. p.t.
So Pacific Standard Time, November 6th.
End date, 11 a.m. the 27th of November, 2023.
Our open-ended challenge is all about our exploring our luminous creativity, 3D and 2D artists, animators, and musicians.
For only musicians, for anyone with unique skills, we want to see what you're capable of.
How to participate.
Use hashtag MKPillCreatorChallenge when posting on socials and tag Artifact, Artifact Creators, and Takashi.
Include description of your creation and why you deserve to win.
Make sure your submission is publicly visible so we can find it.
This is the final post.
So there you go.
So apparently, if you win, you'll basically get this pill, and then you'll have your clone X basically eligible to be designed by Takashi,
which will probably be one of the most valuable clone Xs in the collection.
I guess you have the alien and zombie ones, but having one that's created by Takashi himself, that is probably going to be very, very, very rare.
So what up, Cass?
Thanks for coming up.
So anything that I'm missing here, any kind of nuance to this creator thing that I missed here?
I think you covered most of it.
I appreciate you guys letting me jump in.
But, yeah, it's really cool because we'd given out โ there's a total of five of these pills out there.
And we'd given one out in the event that we did in Tokyo, Getsai.
Then three were given out to community members.
One to a top creator, Ali.
Shout out, Ali.
And then one of our top whales and one of our top community members.
Shout out, Compound.
And so it's also cool to see that this is the last one in supply, and it's going to potentially another badass creator.
And so, like the thread said, you don't have to be, like, artifact maxi or a clone maxi to participate.
I've seen a lot of, like, just super cool artists that are gearing up to just get involved.
And, man, it's going to be interesting.
I forgot to check the floor on what these things are, but I think there's, like โ there's a few ETH being offered at one point, I feel like, for those pills.
So, for creators, you know, it's a dope opportunity if you want to jump in and try your hand because there's going to be a lot of eyes on this stuff.
And it's a really cool prize that you win in the end.
So, it's just the way Artifact is trying to help out and empower creators like usual.
That's dope.
So, this has already been done.
Like, Tekashi's already designed a few clones already with these pills.
So, I think that's actually a good point to bring up because he's doing this โ he's doing this custom for people.
So, people are basically choosing their clone.
And then that clone, like, let's say mine got chosen and I was, like, they were going to use my clone to customize.
They're probably going to have a trait on my clone that becomes a Murakami trait that he redesigns, like the jacket or the hair.
And so, you're basically ending up with, like, kind of one-of-one customized artwork from Tekashi Murakami.
And shout-out to him because, you know, he โ him, the team, they came up with this idea a while ago.
And it was supposed to be something that was auctioned.
But they ended up just realizing with the bear market and everything like that, the timing wasn't right.
So, they still launched it but just made it more of a community thing and just tried to provide good vibes with it instead of trying to get anything out of it.
So, he's โ yeah, he's a legend for doing this.
I was kind of surprised when I heard it because I think I read a few weeks ago that he's taking a break from Web3.
So, when I heard this, I was like, I thought he was taking a break.
But it kind of makes sense.
This has been in the making for a while, and he probably had an agreement to do this.
So, do these typically โ the ones that are, you know, customized by Tekashi, they're probably one of the rarest Clone Xs in the collection, you think, right?
Oh, man.
You're going to get some rarity โ
You're going to get, like, a 20-plus โ you're going to get a 20-piece weath offer one of these days off this?
You win?
Like, what โ I mean, do people that โ you can win, basically, if you're not a Clone X either.
So, do you think maybe if the winner is in a Clone X, they're willing to sell this for multiple E, based off this kind of customization through Tekashi, right?
I mean, definitely potential.
I'll have to let somebody else double-check OpenSea for me.
I'm about to jump into another call.
But, yeah, no, there's definitely interest in it from collectors, I think.
But it's also one of those things โ it could be very interesting what people feel, how it is in the Clone ecosystem.
Because, as you guys all know, like, rarity changes and metadata changes, that stuff is always new and it's always unique.
And this is one of the first times Clones are doing it, even though it's kind of been something they've been hinting at for a while.
So, this will be, like, I think five out of the, you know, 3,500 in the Murakami drip section that'll have, like, a unique background and this unique story to it.
So, it'll be really cool to see what people say.
But I think, you know, at the end of the day, it's just a really dope gift, especially if you like Murakami, you know.
For sure.
I appreciate you coming up here and, you know, breaking it down for us.
So, everything you need to know is up top.
I pinned it up top.
So, I do appreciate you, Cass, for stopping by, man.
I appreciate it.
So, yes, sir.
So, I just pinned this up and we kind of stated this yesterday.
I posted an article or a graph that's showing that inscription volume is up to an all-time high.
Well, DJ News just came out with the same kind of Dune Analytics.
BTC Ordinal's daily volume hit the highest level since May.
So, shit's going crazy on Ordinals.
Shit's going crazy on ETH.
Solana's doing a bit of a retrace.
It had its pump last week.
So, we're getting cycling.
We're cycling chains.
People are trying to see where the volume's going.
And it looks like Ordinals is getting a lot of liquidity.
It looks like ETH and FT's are getting a lot of liquidity.
And kind of speculating where all this liquidity came from all of a sudden.
And I'm kind of thinking that maybe MemeCoin.
A lot of people sold off their MemeCoin.
And now you're seeing a bit of that kind of FOMOing back into the market a little bit.
But I don't see enough people coming back to support this.
So, I think it's the airdrop, man.
That's where all this liquidity is coming from.
And I think it's MemeCoin.
It has a lot to do with this over the past week or two.
So, I guess the combination of macro and new money that was given the people, like, we're definitely seeing volume pickup on Ordinals.
So, it's pretty interesting.
But, yeah, we got a lot going on in the space.
And I guess one of the biggest things that we're looking for a catalyst, right?
We're looking for a pump.
And we've seen an artificial pump a few weeks ago when people thought that Ripple won the case.
But on November 9th, they're basically finalized this last appeal with XRP.
And a legal expert, his name is John Deaton, believes that Ripple has a 90% chance of winning the ongoing lawsuit with SEC.
He considered a settlement of $20 million or less to be a significant legal victory for Ripple.
And the sentiment is shared by many crypto companies.
The lawsuit, initiated by SEC in December of 2020, alleged that Ripple conducted unregistered securities offering of its native token XRP.
However, a recent development in the case, including the determination that XRP was not a security when traded on the secondary market, has shifted the odds in Ripple's favor.
Deaton assessment aligns with the crypto community viewed of the situation, suggests $20 million settlement seen as a favorable for Ripple.
The legal battle between Ripple and SEC has drawn significant action in crypto industry, and further developments are expected soon, as both parties must provide a joint briefing scheduled for November 9th.
This case is a reference point for the evolving regulatory landscape surrounding the digital currency.
So, on November 9th, we're going to get a final, I guess, verdict or a final say on this Ripple case.
And I think that possibly will be another catalyst for crypto.
Last time this happened, people forgot to read and basically realized there was an appeal that was going to happen.
And we had a pump of 20% to 30%, and then it slightly retraced.
XRP is finally ramping back up.
I think it's up 75% in the week.
And I'm probably going to buy the rumor, sell the news of it, because people are pretty much expecting this to be hashed out.
But this could possibly be a catalyst for altcoins, possible for BTC, or anything that was considered a security in the past, and now it's a commodity.
So, I guess, focus on those coins, and we'll see where it goes.
But November 9th, which is on Thursday, is going to be a big day for altcoins and XRP.
And this is probably maybe going to be the next, you know, gasoline on the fire that get us up to the next level here.
So, we'll see where it goes.
We will see where it goes.
But, you know, November 9th, mark that on the schedule.
And we also have a CPI print this month, or this week.
So, we got two things that could possibly be pumping crypto.
And, like I said, we're going to see where it goes.
We got Loop up here.
Good morning, man.
How are you, man?
Yo, yo.
What's good?
Yeah, just came to fucking chat some alpha.
But, yeah.
Let's go, baby.
You're on a roll.
You're on a roll, bro.
I don't want to stop you.
You got all kinds of shit coming up.
So, yeah.
Keep going.
Oh, fuck yeah, bro.
We got the Ripple case, which I think is a big event.
Everybody's been waiting for this forever.
So, I think that's going to be a catalyst this week.
The CPI is a catalyst.
Macro.
We got jobless claims going up.
So, I think this is kind of working in our favor here.
So, we'll see where it goes.
Definitely a lot going on.
And, maybe there will be an announcement at ETF this week.
We'll see.
But, you know, we're all, like, I already threw out a few games for you guys for what's next, right?
Like, everybody's looking for the next Block Games, the next Wallet Wars, the next this or that.
There's another project that has a token attached to it.
It's called PlaySomo.
And, they have a SOMO token.
This hasn't minted yet.
They have a pre-mint available for you.
But, so, I'll pin that up top for you guys.
If you guys want to register for the pre-mint, PlaySomo is one of the, you know, one of these things that a lot of people have been talking about.
It has pretty cool gameplay.
I'm not exactly sure what kind of game it is.
It looks pretty dope if I look at the trailers.
But, trailers can't tell you everything.
But, this hasn't minted yet.
It has a token.
It fits all the narratives of Web3 games with a token attached to it.
And, it has a minted gift.
So, check out PlaySomo.
That's one that I'm looking at.
I have registered for the pre-mint.
And, then, the last one is AOFverse.
It basically announced that it's going to be a free mint.
And, it's pretty dope.
It looks kind of like a Clash of Clans kind of a game.
It's a free mint.
Not sure of the supply.
But, if you look at the header of them.
They say it's X Supercell Veterans.
Building AOL Tactics.
Mobile Game Studio.
3.5 million TikTok followers.
This is a free mint.
It should be probably launching sometime by the end of the year.
They have an AOE Earth collaboration request.
So, if you own an alpha group, you can go get collabs for this.
But, it is a free mint.
And, it's probably going to be a small collection.
And, with a token attached to it also.
And, these guys are like Supercell vets.
So, I guess the game would be similar to Supercell.
So, those are kind of the other two games I was looking at.
One has a free mint.
The other one is going to be a free mint.
And, the other one has a document there that you can get collab requests.
So, check those out.
We did talk about a few other games.
So, if you guys want to scroll back, if you guys are just joining, everything I talked about is up top.
If you just scroll right, you can find stuff I've talked about in the past.
And, there's games.
There's pre-mints all in there for you to enjoy.
So, yeah.
That's a little bit of that.
Mindless jumped up here, too.
What up, Mindless?
You got anything on your mind?
Anything you're looking at?
What's up, man?
Yeah, thanks, man.
I just wanted to add a little bit to a point you mentioned earlier about capital flowing in this space.
As is evident from previous cycles and similar, what you're seeing now essentially is just either people having made some gains on altcoins and now reallocating it into other places, or they're no longer down 99%.
They're down 80%, and they feel a little more emboldened to where they were before, right?
That's what you're seeing.
And, just to reiterate, similar to last cycle, NFTs are at the very, very, very end of the allocation cycle.
They come way after meme coins and share coins.
It's probably the most speculative asset.
You'll notice the biggest moves in the NFT space came at the last couple of months of the altcoin and BTC cycle, right at the very end, not at the beginning.
So, it will be similar this time.
I think you'll see altcoins and A1s and A2s and Bitcoin move considerably.
And then, once there's no more alpha in any of those markets, people will begin to rotate that.
And maybe, hopefully, some of it will flow into NFTs.
So, do you think that this meta with the gaming, the Web3 gaming meta with tokens attached, is this something that is going to last long?
Or do you think that since NFTs are typically the end of the cycle, do you think this is maybe a short-term thing where by the end of the month, we're back in red and everybody's wishing they took profits in November?
Where do you see this market going in the next month?
It's kind of, you know, on a hedge.
No one really knows where it's going.
We got, you know, ETFs.
We got 2024.
We got halving.
We got, you know, November being the most bullish month for crypto.
So, there's a lot of things and no one is really sure where the market's going.
So, where do you think it's going?
Yeah, absolutely.
I think if you're looking at short-term, it's very difficult to predict.
Just think about it.
Crypto has actually been in a bull market for a year and we finally now cottoned on.
You know, so when it comes to narratives, we're very, very behind on this space.
I'll say the same as I did before.
Crypto will move far greater considerably than NFTs ever will.
And at the tail end somewhere, we'll catch some of those tailwinds and we'll feel great about it.
And it's the same for gaming.
I'm going to say the same prediction as I did in 2016 and 17.
And that is the gaming tokens, crypto tokens, will always outperform gaming NFTs.
But because it's the NFT market that we're focused on, we'll probably think that NFTs are doing great.
But when you look at tokens, these things will do hundreds of Xs in a couple of weeks and they'll be gaming tokens.
Yeah, the only thing I'm scared of is the fact that these tokens, I mean, Grape has a date.
It's sometime November.
But a lot of these tokens aren't going to come out to 2024.
And the space moves so quickly.
People speculate so much that I don't think people have the attention span to hold an NFT for four or five months waiting for this token.
So I feel like this could be a short kind of meta with these tokens just because people don't have the patience to hold an NFT longer than two weeks.
And you're going to have to do that if you're going to get any of these allocations to any of these tokens.
So I definitely think November is Web3 gaming meta.
And I'm looking to take profits on block dice games, wallet wars, anything that I'm holding that has been up 100% in the past two weeks.
I mean, I'm getting antsy just holding it right now.
I'm like, should I sell?
And then I wake up and it's up another 20%.
So I'm getting antsy too holding this stuff, looking at it with green candles everywhere.
Go ahead, Luke.
Yeah, I want to.
So I think, to your point about like kind of NFTs coming last, I think it's definitely a good prediction.
But I think there's a couple of things that make me make me think that it may not work out, you know, as cleanly as that.
And, you know, to be fair, like NFTs did come towards the end of the bull run that kind of started in late 2019, early 2020.
But also NFTs weren't really a thing until like four days and 2021.
So it didn't really have a chance to, you know, it wasn't around at the beginning of the bull market.
Like you had punks, but no one was really trading.
Nobody was really doing anything.
And, you know, I think like it almost became a new asset class.
It became a new altcoin.
And, you know, I think in most cycles we've seen that, you know, the bigs go first and then altcoins come second.
But I think two things that will potentially change how NFTs interact, you know, and how they're correlated compared to the rest of the market is, you know, Web3 gaming, I think is a big, a really big one.
And it'll just give a lot of attention towards NFTs.
And then I think also like Web3 sports and, you know, the digitization of physical assets.
I think that's going to be a really big trend in the next two years.
And we'll give a lot of attention to NFTs.
So I think it's going to be like, I'm not exactly sure how it'll play out.
But I think there's a potential that NFTs are slightly decoupled from the rest.
So we see a lot of movement that has nothing to do with, you know, people just rotating assets.
So that's, yeah, go ahead, Mylis.
Yeah, those are great points.
I'll say this, though.
Like, even in the last cycle, the majority of capital that flowed into NFTs came from crypto bros that were heavy and rich on ETH and other assets.
They essentially, ironically, became the exit liquidity for a lot of projects and founders in this space because the crypto space cottoned on to NFTs right at the end.
They dismissed most of it.
So you're right in the sense that this time the narrative is already here.
It's not a new thing.
So I suppose in that sense it might move slightly different to before, but I'm still going to say the same thing.
I think value most of the time is made in the crypto space, the least speculative, and then it tails down to highly speculative and more speculative.
And that will eventually play out similarly to NFTs.
Largely, it's still seen as highly speculative.
Gaming-wise, that's a good conversation.
So crypto moves in narratives, you'll have a gaming narrative, you'll have a staking narrative, a layer 2 narrative, a privacy narrative.
You know, all of these things will come and go within four to six months at a time sometimes.
And that will be the same with NFTs, too.
There's gaming NFTs and there's all kinds of NFTs.
I think you'll see that.
So whenever a gaming narrative takes hold, whatever is gaming NFT is going to blow up for a while.
Whenever the next meta comes around, similarly, it will affect the same with NFTs.
So I'm not too sure there, but I'll still hold to my position until it's proven otherwise.
I think NFTs will see the very end of the liquidity, but I'll stand to be proven wrong.
Yeah, it's going to be interesting.
Web3 Gaming has been ripe for a meta.
So I definitely think we are inting a Web3 Gaming meta.
Since we haven't seen one, we've seen, you know, meme coin metas, we've seen social five metas.
And Web3 has been, you know, everybody believes in Web3 Gaming and think it's a perfect fit for NFTs.
So I don't know how long, I definitely think we're inting one, but I can't see in it, like we get frothy with all this stuff.
Like ordinals went from May to the end of the cycle is around July.
Brintech was like a two-month meta.
So this is starting now around the beginning of November, end of October.
I could see it tapering off right around mid-December.
And then a lot of people, just the market in general, is going to retrace just because people are going to start tax loss harvesting, I think.
So definitely think November and the beginning of December are ripe for Web3 Gaming,
but be looking to take profits aggressively before the end of the year because everybody else is going to be too.
So go ahead, Luke.
The other trend that I think is interesting to me is, you know, could this be the cycle that there's actually a meaningful contribution from new entrants to the space that are using crypto as it's actually meant to be used?
And all coins and NFTs, because like, you know, most of the early cryptos, they were really just currency.
Like the main thing was like, OK, you can, you know, you can send money without a bank and, you know, it's decentralized.
Nobody can hack it.
And, you know, maybe you can build some DApps.
Right.
But I think as we've moved on, like there's other tokens now, like I think Render is a good example.
So Render Token wants to essentially be able to render graphics and animations using decentralized computation.
And, you know, it pumped like crazy in the last bull market.
But, you know, most people buying it were just people who, like, you know, like you said, Mindless just got rich on ETH and were spreading out their money.
And but now, you know, I think there's a potential for coins like that to actually provide the value that they were trying to and, you know, have people actually, you know, take a company like Disney and then have them use Render for like, you know, 40, 50 percent of the rendering that they do for their 3D animation and graphics.
And, you know, like in that sense, you actually have real users, you know, you know, actually buying a token to use it and then a full ecosystem.
Some of the NFTs, it's like, you know, people, the original intention for a lot of these NFTs is to have it's not to be a shit coin.
You know, it's meant to be an ecosystem, a network.
It's meant to be a brand or, you know, whatever the fuck it is.
Pudgy toys.
It's like, do we actually in this cycle, do we actually have some adoption that has meaningful, you know, meaningful movements of the market?
Because I think in the last two cycles, there was almost none.
Like, I don't think almost anyone buying crypto or NFTs were looking to actually use them for the for the original use case.
They were just looking to, you know, pop on the bandwagon and kind of make some money.
Go ahead, Myles.
I think you're bringing up good points, Lupin.
Like, a lot of this stuff is vaporware, right?
Like, 99% or maybe not 90, but maybe 9% of the shit is vaporware.
But there are typical use cases for this stuff.
And typically what happens is the stuff that has fundamentals is what sells off the most because who's left in the space?
It's degenerates.
And they don't care about fundamentals.
But when you're talking about big VCs and, you know, how you doing?
Is this for Mike Hill?
Yeah.
Sorry, guys.
I'll get this.
I'll just put your initials in there.
You're good.
Okay.
Sorry, guys.
I am delivering packages while I do this space.
So I had someone that needed a package.
But kind of broke my thought there.
But, like, when you are getting big VCs and people that have a lot of money that have to go to a boss, they're not going to go buy the DGEN shit like a meme coin.
Because what is their thesis behind it?
Oh, it has a big community.
So, like, the stuff that got killed the most during this bear is stuff that has fundamentals.
And it's going to be the first thing that big VCs and these big corporations get into because they have to go back to their boss and explain why this is useful.
Why are we investing millions of dollars in this?
And meme coins aren't going to be that.
It's going to be stuff that got sold off and stuff that's like Render and stuff that actually helps expand the ecosystem.
So I think, you know, doing your due diligence, reading these white papers and finding these coins that actually have use case in the world are going to be huge.
Because those are what the coins that the big VCs and the big hedge firms are going to get into also, I personally think.
So, yeah, I think Render is a big one.
I've heard Render for a while.
I've heard people talk about Rose.
There's a bunch of stuff that people are really bullish on and that have great fundamentals.
And those are the stuff that are, you know, at 90% off the all-time highs from last year.
So just look into that, read the white papers, and have conviction in this stuff.
Yeah, it's probably going to be the last thing that pumps because we're waiting for these big money markets to get involved.
But they're going to go up the most because that's going to be a lot of liquidity injected into the things that have actually solid grounds for use case around the world.
So go ahead, Mindless.
Yeah, those are great points.
And Luke, I think you touched on something pretty cool, right?
So the reason you see far more adoption and uptake from the crypto space is just as an industry, it's been around a lot longer.
You've had more than 10 years of B2C and Layer 1s and consensus mechanisms.
You've had more than six years of smart contract platforms like Ethereum.
We've had a lot of trial and error and tests, huge blow-ups in between.
We know what works, what doesn't work.
And similarly with DAPS2 and tokenomics and distribution models and security, we kind of figured a lot of that out.
So there's a lot more maturity there.
That hasn't happened in the NFT space.
NFTs haven't even really seen or gone through their first cleansing of bear markets.
This is the first one.
It's not nearly over, and we've already lost 90% of the so-called blue chips that used to be here.
So I still don't think VCs will begin or large money will begin to allocate itself into NFT projects, really.
They'll have to be a crypto-tokenized project first with an element of NFTs.
And even if you look at the Epecoin raise, for example, sorry, Yuga raise, it was matched one month later with the Epecoin drop.
So I'm wondering if that was actually the incentive for some of these VCs to get involved and not the most NFT IPs.
I kind of disagree that we lost all the blue chips.
I think they're still here.
I think we lost all the vapeware stuff, all the crappy projects, and the blue chips are still kind of working, right?
Like Doodles, Yuga, all the other ones, even Cool Cats, they're not gone, right?
And some of the better projects that have kind of like failed, others have come and swept in and bought those projects up, like the Pudgy Penguins.
And so we're seeing that, you know, these NFT projects are actually building brands and businesses similar to like a crypto, right?
So if you're just trading a crypto, there has to be, like you said, a narrative.
So I think people, and I agree with Luke, like it seems like this is a different asset class in blockchain, right?
So Ethereum can smart contracts and gave the ability to create these, you know, NFTs, these digital asset ownership.
And now we have a different asset class.
So people who are trading NFTs, they kind of understand that asset, and that's what they want to trade.
They may not necessarily be good at understanding blockchains and the technicals and things like that, but they can understand, you know, a cartoon character or a community-based thing that they get involved with, and they can trade that.
So I just think it's a different mindset between the two.
But you're right.
It's the first bear market, but we've seen that cleansing, right?
And now we're seeing a lot of the blue chips come back around as the market is maturing.
So I kind of agree and disagree in that one statement.
I do think that the blue chips are still here.
It kind of reminds me of the ICO phase of 2017, like meme coins and altcoins.
Everybody thought they were dead.
And then 2020 came around, and then like the really good ones that had fundamentals came back and came from the dead.
And that's kind of where I see NFTs, like there are the 27 ICOs, and now we're going to have 2023 to 2026 of seeing which NFTs actually have fundamentals.
I've been building this whole time.
99% will go to zero, just like the altcoins in 2019.
But there will be a few, the 1% that stuck around that possibly will hit all-time highs again.
It's hard to vision Ford Apes hitting an all-time high again in dollar amount.
It's really hard, but I definitely think there is a pump in these that stuck around, like Doodles, Moonbirds, Cool Cats, D-Gods, all these ones that continue to build,
that continue to add new people to their teams.
They will see a pump.
Maybe it won't be the all-time high, but there will be pumps in these assets again.
I can see Ford Apes going back to 60 ETH in the bull market.
It sounds crazy to think that, but there's no way it goes back to 150.
But this is coming back to a similar cycle of the altcoins back in 2019, and that's where we are in NFTs.
A lot of people think they're dead.
No one can see them coming back, but when they start pumping, they start ripping.
And there's just such a short supply of these.
There isn't millions.
There's less than 10K of a lot of these collections.
All it needs is a focused attention of these, and there's just a supply shock.
And when we get peak bull, I would imagine there's 10 times the people there were the last.
So, like, one announcement of a deal with Mercedes that now your Cool Cat can be integrated into the fucking LED screen of the fucking panels,
that's going to pump prices, and there's not going to be enough to go around.
So, I definitely see the announcements during the bull of these NFT collections pumping prices, again, just like they did last bull.
So, we'll see where it goes.
I have a nice little bag of NFTs, and I'm hoping that I can get back out of water with them.
But I'm pretty deep underwater in red in a lot of these.
So, a small pump, you're probably going to see a lot of people, you know, sell those green candles right away.
And then we'll get new participants that really like the IP, and then we can go from there.
We'll see.
We'll see where it goes.
I'll go back to Ash, and we'll go to Mindless, and then I got to probably wrap up the show after that.
So, go ahead, Ash.
I wanted to say, like, with the NFTs being the bottom of the barrel for traders, while I agree with that, it's, like, a different thing, like, at the same time.
So, the way I see it is that for Bitcoin or meme coins or shit coins, people are trading to make a profit straight up.
Like, there is no reason for anyone to hold any of these cryptocurrencies apart from, like, maybe ETH and Bitcoin, right?
Like, as a store of value, right?
But other than that, like, everyone is just trading them to make money.
And I feel like what happens after that is actually good for NFTs because it's, like, even though we're the bottom of the barrel, as you say, when they get to that bottom, they're there to collect.
They're not really, like, I mean, obviously, there are people who are trading, but the whales that make, like, bank, after that, they're going to go ahead and, like, buy their favorite zombie CryptoPunk or buy that collectible or Artblock curated.
And that's an asset they'll hold because that's their social flicks, right?
When Andrew Tate was, like, complaining about, oh, why did you go and, like, buy the fastest car in the world?
To me, I don't give two shit about that.
I'd rather have a Punk.
Like, I don't have the money for either.
But if I did, I'm way more likely to buy Punk than to buy Bugatti or something because that's my type of toy.
I don't really โ I'm not into watches.
I am, however, into, like, art and collectibles.
So I think what you will see is that once that show is over, the money that has been made by the nerds or the CryptoBros will be spent in crypto native assets.
And while some of it might be taken out of the ecosystem, like, there is going to be a huge chunk of it that will go to, like, buying their favorite things.
So that's the difference.
Like, they're not just buying it to dump it right back on you.
They're just buying it to collect and it's, like, taking it out of the circulation.
So similar supply โ sorry, similar demand, lower supply, number go up.
Yeah, and people love the flex in this space.
So, you know, when they get crypto rich here in the next two years, they're going to want to flex on you again.
So they're going to go back and buy the old NFTs that they have already wanted in the past.
Or maybe those are the new NFTs they want.
Maybe there's a new โ you know, I heard a lot of people talking about NFT 2.0, where it's AI and NFTs combined.
Are these new 6551 NFTs that have NFTs inside the NFTs.
So maybe there's a new product.
Maybe there's a new NFT people are speculating on.
And those are the ones that people FOMO in the future.
Yeah.
Also, I just wanted to put this on your radar before we close the show.
Mount Virtuous is dropping a new art box you rated tomorrow.
The last two went berserk.
I really like the art.
So keep an eye.
The Dutch auction settles at .12.
But I think it will sell before that.
Dude, double left, bro.
I needed a co-host for the whole show.
He leaves five minutes before the show.
All right.
All right.
All right.
Mind list and loop.
And then we'll wrap up the show.
Go ahead, mind list.
Hey, Double's a busy man.
He's got to do a lot of work to keep that ape reputation going.
Ash, I love that take.
You said it with so much conviction.
A Crypto Punk or a Lambo.
Damn, dude.
I don't think I'd be able to make that choice.
But I'll say this.
So between two previous bull markets or three, there hasn't ever really been a coin that's remained relevant and gone back up to its previous all-time highs between two bull markets.
That's in the crypto space.
Besides Ethereum, Bitcoin, and BNB, there was only one other coin that did this, and that was Dogecoin.
Everything else never made it back to its previous all-time highs.
So I suspect you'll see the same thing in the NFT space, whether it's Azuki's or Bored Apes or whatever.
The biggest gainers have always been, in fact, tokens that were launched or projects that were launched in the bear or towards the tail end of the bear going into the bull.
And they'll see the biggest movements and the biggest narratives, and they sweep up the audience because they build an audience along with that wave.
That's what made some of these NFTs so amazing to all of us is because we grew with them, right?
We have that sentimental attachment and affiliation.
It's what we first bought when we entered the space.
These are the names of communities that were growing alongside our entry into the space.
The new audience that comes in is not going to have that sentimental attachment.
It's never going to have that historical affiliation to them because it wasn't around when they began their journey.
So there's always this dichotomy, and I think that's what leads to tokens never really going back to their previous all-time high between bull markets.
I've never seen it, at least in the crypto space, outside of those four names that were mentioned.
Dude, I agree with that.
Oh, sorry.
I'm just saying, do you think it's possible that there's so many people underwater on the old projects?
It kind of prevents it.
It always pumps, and then people that are underwater...
Yeah, the greater battle world is going to sell into it.
Definitely.
The new projects have less resistance because there's less people underwater, so it's easier to go parabolic.
Dude, I think that's the reason we want CI's all-time high, not the reason that the new people won't want to have the OGs.
Because think about when you got here.
If you got before the last project, you see all the OGs and you want to be an OG.
You have that feeling like, I want to belong too.
So naturally, you'll be like, yeah, I want an Ape too, or I want a Punk too, or I want this asset or that asset.
Even though that was in your home, it still does have that feeling of wanting to belong to an OG status, right?
For sure. Go ahead, Luke.
Yeah, I think, I guess for...
I just want to go back to a point for, you know, with NFTs going through, like, kind of the first bear market.
I think that NFTs will benefit a lot from the last two bear markets in crypto.
Because there's a lot to be learned based on, you know, just what coins have failed.
And you can translate that, you know, pretty well into...
And I think a lot of the founders have been in crypto for a while, right?
So I think that's a big benefit.
But the thing that I think we haven't gone through enough, you know, trials and, you know, like mine said, like cleansing,
is like different business models that can actually make money outside of just selling NFTs.
Like, I think Pudgy Penguin is going through this toy.
Like, this is like...
And honestly, they did a lot of it in pretty much a bear market.
But going through this, like, this is going to be a really massive trial for the space.
And I think we're going to see that with Izuki.
Like, how does Izuki actually create a brand?
And I think we're going through it with apes of, like, can they actually create a AAA game?
And, you know, like, I think a lot of this stuff is left to be said.
But I completely agree.
I think the new narratives, like new projects coming in, people just, it's almost like something like, you know, the grass is always greener, right?
Like, somebody is always thinking about all the issues, especially in NFTs, like, you know, complaining about all the issues in their current, you know, NFT project,
without really realizing that, you know, that the moat is how long people have been in that community.
But people always want to look for, you know, what's new and what's the next, you know, 100x.
And I think that is just absolutely going to continue in the next six, eight months.
Like, I think we're already seeing, I've been reached out to by maybe 10 different people looking to start projects, just looking for advice and, like, how they should do it.
And I'm like, this is just going to be classic.
And I'm like, I guarantee some of you guys are going to rug.
So, don't, don't, I'm not giving you guys advice.
Project advisors are coming back, huh?
That's going to be a, that's going to be like a narrative.
Oh, we've got Loop as a project advisor.
You know, we're going to rip.
And then you, then they rug and you get all the fucking blame while they just go scurry off with their 100 each.
You know, you know what I hope doesn't reach all-time high?
Project advisor prices.
Project advisor salaries need to never hit all-time high again.
Dude, consulting, consulting for NFTs is going to go absolutely wild.
Mark my words, there's a company right now paying 60K a month for marketing consulting.
Dude, like anybody, and I know pretty much all of them in NFTs, they're going to get fucking rich.
And they're not going to trade at all.
And they're not going to be stressed.
They're just going to have 60K coming in.
And they're going to be like, yeah, I don't know, you should post GMs.
And that's going to be their advice.
Dude, you don't even want to know how much money I spent on advisors, on mods and all this stuff.
Like, the prices that people were charging were ridiculous in the bull market, dude.
That cannot come back, guys.
Sorry, it's not happening.
Oh, it's coming back, baby.
Now they're going to be eating nice.
You know, I've been here since 2022.
I survived the bear.
And it's going to be like, oh, I know everything about Web3 crypto, bro.
Yeah, but so does everyone else, though.
Web3 gaming.
I think it's different now because everyone kind of knows.
I think they had an edge before.
I think the new NFTs that come out, like ordinals, they're super complicated.
I think that could definitely need an advisor just to explain ordinals to you.
But also like the new contract, the new token standards.
I think they're a bit complicated for new people to enter.
And to optimize those and get the best bang for your buck, I think a project advisor would be useful to kind of explain why you should use these new NFT token standards instead of the old one.
So I think there's definitely room for advising, but definitely the prices.
Yeah, but now with ChatGPT, I don't know.
I'm just saying they can't charge the same price as they were before.
I go to ChatGPT and be like, you know, what is the standard?
How do you set it?
Like, you know, I don't know.
I think they have to reprice themselves, unfortunately.
But it's just a marketing.
The market decides that, right?
Yeah, the market.
Exactly.
I'm pretty sure the market's going to bring that price down.
In 2021, somebody quoted me for marketing consulting for one hour to ETH.
And this is when ETH was at like 3K or something.
It's like $6,000 for one hour of marketing consulting.
And I knew the person, too.
I was like, I thought we were friends.
Same here.
I don't even get a credit discount.
I paid it, too.
And I had a Zoom call, and we literally just talked about some basic shit.
And I was like, oh, okay.
I mean, they had a good perspective.
I get it.
But, like, yeah, that was ridiculous.
How am I supposed to keep going, right?
I was like, okay, that was a good call.
Let's do another one.
Oh, $6,000 for another follow-up call.
Like, dude, all right.
Now I'll take it from here, you know?
That was a crazy time.
I think I know what you're talking about, Lou.
Let's go to my lesson.
Yeah, sorry.
Go ahead, my lesson.
Oh, shit.
You guys are making me look bad.
This has been literally my career in the space for the last six years, but thankfully not with NFTs, too.
Well, lower your price, and then we can talk.
Well, I don't charge that price.
Maybe if I see somebody wearing a boardave, I might.
I don't know.
Well, I think I'm going to go back to, like, the meat of the discussion.
Lou, you touched on it pretty well.
And that's the โ I don't think โ I'm going to sound like a real bitch here, and I keep saying this.
I don't think we've actually found a product market fit within the NFT space.
We haven't found business models that work.
We haven't found solutions that work.
It's still very much a solution looking for a problem to solve.
It's the teething phase.
You see this.
And arguably, my opinion, any utility that somebody mentions to me, really, it's the inherent utility from the blockchain that you're built on.
It's not really the utility of the NFT that you're offering.
Everything else is just a bolt-on business offering or a service offering.
It's not a utility.
So we're still very much in the discovery phase of that.
We may be a few years out before we find a business model to work so somebody finally cracks it.
I don't think Pudges has done it, by the way.
Still, that's the game in my country.
Don't you think that's the same with crypto in general, right?
There's really only two.
No, I mean, in crypto, there's still, you know, the utility of the blockchain is there and token transactions.
There's only two utilities of a blockchain.
Well, yes, but that's what they're built for, and we know what they are.
Yeah, right.
So why do we need 3,000 of them?
They're all just reiterating the same thing, which is why they're not winning, right?
That's why we see this top.
That's why we see Bitcoin, Ethereum, right?
You're speaking to the BTC Maxi and me now, and I'm definitely going to nod my head.
No, I'm saying it's the same thing because you're saying, like, crypto, yeah, you can go in and trade crypto, meme coin, shit coin, but it's the same utility.
People just creating a narrative around it, or there's a strong community around a specific utility that maybe that blockchain is, like, enforcing or really, not enforcing, but really, like, focusing on and doing a better job than any of the others, right?
You have L2 basically trying to scale.
So we know what the product market fit is.
I think people are trying to attach other business models and enforce that into a product market fit where it doesn't really fit, right?
So, like, you can sell toys without the blockchain, right?
But you're using the blockchain in conjunction with an existing business model to kind of enhance it, enhance the experience in some way, but it's not necessarily needed or necessary, right?
But we do understand what the product market fit of blockchain is, right?
It's just that the masses don't get that yet, or they don't care about that part yet.
But as it grows, then it'll make sense in the market.
Well, that is part of the definition of a product market fit.
It's, like, people are buying and using the product and then telling โ like, part of it is, like, the network effect that a lot of people are using it and then telling others about it and kind of onboarding others.
I guess that's what I'm saying is there is a product market fit.
It's just a very small market.
So, the market itself has to grow, right, meaning the masses have to really care about blockchain and understand what it means.
Like, hey, if I'm having trouble with my bank, I have this bankless solution.
I can do peer-to-peer.
I can send money peer-to-peer.
I don't have to wait seven days or get rejected by a wire, whatever.
So, whatever problem it is, there's a problem that's being solved, and the consumer has to understand that first before the market can expand.
But we have a product market fit in a very small market, right?
You and I understand the value of it, and we are willing to buy this NFT based on that, right?
But it's not a large enough market to reach out to the masses yet.
So, if I tell someone, they're not going to care.
They'll be like, I don't care.
Like, I'll buy my digital asset on Amazon or whatever.
I don't really care that it's, like, immutable and all this other nonsense that I don't care about.
But until, you know, when they do care about that, that's when it scales.
And, you know, when they cared about it, when the last bull run was when Bitcoin was going to $69,000, then everybody's asking you about it, right?
Oh, what is this Bitcoin thing?
And then, oh, then the bored apes come out.
Now, what is this NFT thing, right?
But as soon as it goes down in price, they don't care anymore.
So, it's really about the price right now.
So, you know, the first wave was really about the value of it.
And the next wave will be, like, the utility of it.
When something goes, what happens where the consumer base actually cares about the utility, then the market will grow.
So, I think this is a point that I'm annoyed at myself for making because I'm going to be a business school douche for a second.
But the, like, true definition of product market fit is there's enough people using and buying and then telling others about the product to sustain some level of growth and profitability.
So, I think what we're really talking about is there are use cases that I think are very obvious.
And there are use cases that make so much sense where the solution using crypto is 10x better than the previous.
But I think the product market fit is just not quite there yet.
But I think what we're really talking about is, like, the, you know, potential use cases are without a doubt there.
And then, you know, the question is, like, how do you scale that to product market fit?
And, like, I think that, like, it's definitely possible.
But I think that's the hardest part.
It's, like, the execution is how you get from, you know, that use case to the true product market fit.
I agree on NFTs, but don't you think blockchain itself, like Bitcoin, has reached that, like, growth scale over time?
I think it's, I mean, it's tough because...
Since inception, it's only going up.
It's tough because Bitcoin is not, like, there's not really, like, a profit metric for Bitcoin other than, like, people trading it.
So I think, like...
But there's a growth metric for it.
Yeah, certainly.
But I think, like, the...
I don't know if you would say, like, does Bitcoin have a product market fit?
Like, I would say it's more, like, does a company that is using Bitcoin for a specific reason or using blockchain tech...
What about the miners, though?
The miners that keep the network going are profiting, profiting, profiting on that action, right?
So...
Yeah, I guess that's fair.
Yeah, I would say mine.
Yeah, I guess so.
Yeah.
Yeah, that's fair.
Well, we got Chief back up here.
So Chief's been away for the show.
He's traveling.
But something that's bullish that just, you know, I just was announced, that BTC Ordinal's marketplace flips blur in daily volume.
So no better time to be launching something on Bitcoin than the next few days, I would imagine.
What up, bro?
Yeah, I don't know.
I mean, like, talk about perfect fucking storm.
But, yeah, man.
It's the perfect storm kind of brewed up.
And it worked out in our favor.
So it's been fun.
And now we got, like, Ordinal's going crazy.
You got ETH Wells deploying mad capital over there.
Everyone kind of re-officiating that the boom is coming back.
And regardless of what people had to say, I mean, we've been here cooking.
And art is kind of timeless.
It doesn't really matter what people have to say, right?
I mean, it's art.
So it's just kind of cool to have sentiment lined up with, at the same time, something that we're cooking and delivering.
So, yeah, man.
Appreciate everyone here has been supporting.
And, yeah, TDA.
Bitcoin.
Coin.
Coin Gucko.
So Bitcoin-based NFT bitmap has first surpassed 1,000 watch lists on Coin Gucko.
What NFTs have you added to your watch list?
So I guess Coin Gucko has been tracking this.
And now bitmaps have gone over 1,000.
Like, I guess submissions are put on people's watch lists.
So bitmaps is trending.
Anything on Ornals is trending right now.
So it's just been crazy, too, because, dude, we, I mean, like, I talked about, we talked about bitmaps here on this show, on our show.
Like, at 100, I mean, at, I think, 10K, 1,000 out of the 100K or whatever minted.
And then, sure enough, like, you know, now we're, what, four or five months later, and it's become something, like, legit and official.
And, you know, it had that turbulence of no one understanding or really knowing whether it would have the kind of product market fit in order to stick around.
And, sure enough, it did, dude.
And, you know, the people that have been developing and really doubling down on the bitmap craze really got a chance to profit from that, right?
Not only monetary, but as well as making their mark in the space as an innovator for something that's new, which was bitmaps at the time.
Wait, wait, what's the product market fit for bitmap?
A Bitcoin metaverse.
A Bitcoin metaverse?
I mean, it doesn't matter what you or I have to say.
There's people that are already doing it.
And it's clearly still trending five, six months later to the fact of people are developing metaverses over there on Bitcoin.
And they're using a lot, utilizing bitmaps as the reference layer for the landscape.
But anybody can do that, right?
Yeah, but not anybody can do that and make, ensure that they stay relevant for four to six months in a row with price continuously going up.
You just got to have people to get on it, right?
Like, how many people have created the other side or a metaverse on ETH and then no one uses it?
I guess it really comes down to, you build something, you want people to participate and actually build it and not just collect the territories.
What I meant is, like, anyone could build on top of a bitmap, right?
So, like, if you make Expresso's bitmap metaverse, I can make my bitmap metaverse.
Luke can make his own bitmap metaverse using the same lands, right?
Like, you know.
But what exactly are you, what exactly is, I guess, the question, are you arguing, though?
I mean, is that what the fit is?
Is that it's like the land?
The fit is the idea of a metaverse through the protocol of bitmaps on Bitcoin.
What people do individually with plots is up to them.
But the product market fit is the idea of a metaverse on Bitcoin.
But all that stuff looks on a browser, right?
On, like, the internet?
It doesn't matter.
It's the fact that people have galvanized behind it in our building and that there's an actual community consensus behind it.
Okay, that's fair.
You know what I'm saying?
What you and I think doesn't matter and the intricacies or the tech of how easy or how hard it is really doesn't matter either.
The idea is that it's a metaverse concept that was based on Bitcoin.
That shit, dude, I was part of the first thousand people to mint it and I didn't think this shit was going to have legs like this.
But it's cool that we were.
Yeah, but I mean, it's being traded.
Yeah, I understand that it's being traded.
But my question was the product market fit side of it.
Chris!
I don't really see a product.
I am so Chris.
He has a full-blown development in bitmap world.
It's called Bitmap Valley.
He has games inside.
He's giving out tokens, bonks, everything.
Yeah, you could do that without bitmap, though.
Bitmap didn't make that happen.
It's just he built on top.
But you're not getting the point.
You can do anything.
No, no, I get the point.
I get it.
It's a pointer because you don't even own those parts of the Bitcoin, though.
It's not like you own...
If you buy a bitmap, it's not like you own those blocks.
There's who?
In the bitmap protocol, you own those blocks.
It doesn't matter if in the real Bitcoin world you own those blocks.
Why not?
Okay, for example, if I have those blocks in my wallet, and you own the parcel, and your parcel of Bitmap includes some of the sats that I own in my wallet.
You don't own those sats, but you own the parcel that includes...
I own the metaverse world that was created off of the parcel that are off of the sats that you have.
This is a secondary layer on top of the real Bitcoin layer.
Like, I don't know why you're trying to...
No, I get that.
I get that.
I understand.
I understand how it works.
I'm just asking, like, what the product fit is.
I get that it's a reference to the blocks on the chain, and it makes them into, like, a parcel of land.
But what I'm saying is that parcel of land, you don't necessarily own all the blocks in that parcel.
But I do in the Bitmap world.
In Bitmap, yeah, which is just a...
What are we talking about?
Bitmap?
You don't own the real...
Who is talking about the real world?
No, not the real blockchain world.
Who is talking about that?
Double.
I'm talking about that.
Because you're selling me a land of...
I'm not selling you shit.
I'm not selling you shit.
Double.
I told you...
Hold on, hold on.
Bitmap is trying to sell me a plot of land...
Bitmap ain't selling you to blocks that other people own.
So, yeah, you own this set of blocks.
Double.
Okay, so...
Bitmap isn't selling you shit.
No, no, no.
Listen, listen.
You're selling me a plot of land.
Hold on.
Let each other talk, for the love of God.
Let each other talk, one by one.
She came to me.
I'm in a bubble, bro.
You're going to tell me I'm wrong?
That's what I'm getting.
That's the energy right here.
No, go ahead.
Go ahead.
Tell me.
Explain to me, then.
Explain to me.
There's nothing to explain, Double.
You want to know the beauty of Bitcoin?
No one gives a fuck what you think.
They can do whatever they want.
No, no, no.
They don't.
No, they don't.
They don't give a fuck.
Because, look.
Listen.
Double, shut the fuck up.
Bubble, stop talking.
If you don't want to buy it, someone else will.
That's the beauty of Bitcoin.
Voila.
That's the beauty of everything.
What are you talking about?
Then shut the fuck up and don't buy it.
I can't ask.
Oh, my Lord.
You asked for what?
You said it has product market fit.
I just asked, what's the product market fit?
For the motherfuckers that want to buy it.
And you said because people believe in it and they want to buy it.
That's not product market fit.
Yeah.
Oh, dude.
You're like, this sounds like.
I'm not ignorant, dude.
That's not product market fit.
I get that people are trading it.
It's going up.
I get that.
But don't try to oversell me on something that really doesn't have a product.
Who is selling you on something?
This is Bitcoin.
Buy it if you want.
Or don't.
No, you said it has product market fit.
I'm just asking you.
You don't have to be the market that it fits into, though.
Ooh.
Reality check.
You're not the only market.
That was a good one.
All right.
Dude, like, seriously.
I mean, where's Chief been all day?
This is the energy that we get.
Yeah, we need Chief back here.
No, I mean, like, dude, this man thinks that because he doesn't want to do it, he's the
product market fit.
No, it's not just me.
I'm talking to a lot of people.
No one gives a fuck about what you think, Double.
Welcome to Bitcoin.
They do what they want.
Carrie doesn't understand what BitFap is.
I'm trying to explain to her what it is.
Who doesn't understand?
No, everybody here does.
A lot of people don't understand, dude.
A lot of people don't understand what it is.
You're just saying BitMaps are selling.
And you said that's product market fit.
So I'm trying to tell the audience, like, what is it?
What is a BitMap?
Yes, Double, the audience appreciates you.
It's a collection of blocks on Bitcoin.
No, it is not.
BitMap is a protocol, which is a metaverse layer layered on top of Bitcoin.
How it relates to actual Bitcoin doesn't matter.
No, how it relates to Bitcoin is completely irrelevant.
If they were fucking doing a topographical...
So what do all the blocks mean?
Bro, they're nice little pretty things for you to...
No, they're not nice.
You don't even know what it is.
They're reference points, bro.
Yes, reference points to real blocks on the chain.
This man eats crayons 100%.
Yo, yo, yo, tell me what it is then.
You're telling me to just randomly pick these blocks?
No, they use it as a reference point, bro.
If they would have used America instead, they could have done it.
They could have built a BitMap.
You would be referencing real states and land from America.
You don't have to.
All right, guys.
Yes, you do have to.
Or it doesn't make sure.
All right, all right, all right, all right, all right, all right.
I can mute you, but I choose not to.
This is just another example of...
We talked about this on Saturday.
Fucking haters, bro.
No, I'm not haters.
I'm trying to explain it.
It's okay.
It's okay.
All right, here's an example.
If people hate something, it has a great chance of pumping.
I mean, look at Goosnulls went through the ringer.
People are calling it, oh, the JSON files, da-da-da-da-da.
Goosnulls are ripping.
People, like, double, like, oh, BitMap, da-da-da-da-da, pumping.
Fucking people are like, BRC20, shitcoin, fucking order gets listed on Binance, pumping.
Like, buy stuff that people don't understand and have a hate towards.
Those are the things that rip in this market 100% of the time.
Go ahead, Manny.
For how long, though?
Yeah, sure.
They rip, Manny.
Yeah, yeah.
Pumping.
For how long?
Has BitMap not been ripping for the last five months?
Or how long?
Yeah, sure.
Yeah, it's doing well.
Oh, okay, cool.
Cool.
Just wondering.
Just wondering.
Go ahead, Manny.
Sorry.
There was a lot of hustle and bustle there, dude.
BitMaps are a decent.
It's like Decentraland, and if ENS and Decentraland had a baby.
I know what it is.
I know exactly how it works, dude.
Then quit fucking eating crayons and stuff with licking windows, bro.
No, I'm not eating crayons.
I'm saying you don't own it, though.
No one owns anything, dude.
Yes, you do.
If you own a link, you own a receipt.
That's the same thing you're saying in a few URLs.
So a Bitmap is a URL, a pointer to a block, right?
Yeah.
Okay, good.
So is your fucking eight.
I thought Bitcoin wasn't about pointers.
So is your eight, bro.
So what?
So what?
You said it, not me.
It's a goddamn fucking JSON file, dude.
Either get with the program and make money or quit middle-curving this shit, dude.
Literally, you can make money or not, and you actively choose not to make money, bro.
No, I make money every day.
What are you talking about?
Just because I'm questioning your pump and dump scheme doesn't mean I'm not making money.
Like, how is it a pump and dump scheme?
Because, okay, it's not a pump and dump scheme.
But I'm saying, like, I'm saying, what is the product I'm saying?
Just because you don't see it doesn't mean people don't, bro.
Like, I don't get that.
Since in what world?
No, no, listen.
In what world do, if you're not agreeing with something wrong?
Just because you don't.
No, I agree.
Okay, so if you don't find product market fit, it's there for other people.
And that's it.
Plain and simple.
No, but I'm not talking about, when Loop is talking about product market fit, he's
not saying product market fit according to Loop.
No one is trying to be like Loop.
I'm not saying product market fit according to me.
No one's trying to be like Luga.
No one's trying to be like any of your idols.
Loop is on the stage.
Loop is on the stage, and he brought up product market fit.
I'm not saying product market fit according to me.
Product market fit means according to the market.
So we know that it's pumping.
If people have been buying something for the last five months in a row, every single day,
and the product has gone up
and the price has gone up.
Do you think that the product is there
and there's a market fit or no?
Is that math hard for you?
Okay, cool.
That's it.
That's it.
Plain and simple.
No other if, and, or buts.
I mean, people are buying Pepe.
Okay, cool.
There's a product market fit for them.
Like, dude, just because you don't agree
doesn't mean that it's not fair.
Buying and selling.
Trading, yeah.
Okay.
Go ahead, Mylon.
But don't sell me on a metaverse.
Go ahead, Mylon.
Hey, thanks.
I think it's clear that a lot of you folks
really like each other.
You're obviously friends in real life
or possibly close.
I know none of that was meant with ill intentions.
I think, so double, largely,
I do actually agree with you.
And I, my opinion,
I think what you're actually trying to discuss is,
like, are these things actually solving a problem?
Is there a real long-term viability
to any of this stuff?
In terms of product market fit,
yes, there's a need in the market at the moment
and these things are satisfying that need.
So from that perspective,
there is a product that's being fit to the market,
the market's demand for now.
But your question is probably more related to,
do these things have a sustainable long-term problem
that they're solving such that I should consider them
seriously or not?
That's the same type of opinion I have.
And sadly,
it means I end up missing out on a lot of things
in the meantime.
And that's okay.
So I think between the two of you,
you're probably in agreement here.
You're just looking at the same thing
in two different ways.
Yeah, I mean,
you said that very eloquently.
I may have said it like a DGEN
and an engagement farmer,
but I do agree with you.
And Chief, I get it, dude.
I've been watching it.
I get it.
I'm not saying it's not as bad or good.
I'm just saying,
I was just asking when you said product market fit,
like,
what we've seen early on NFTs
is all this metaverse stuff, right?
So it just seems like
someone decided,
hey, let's do a metaverse play on Bitcoin.
We've seen how metaverses play out
on other blockchains.
So like,
is it really going to be sustainable?
Like,
is there anything really different
than the Decentraland of Bitcoin
when no one uses Decentraland?
Double,
here's the thing.
This is an interoperable thing.
It doesn't matter who builds what.
You just have access, right?
It's a key.
And like,
what lock you decide to put it in
makes this a fully interoperable product,
which makes it better
than Decentraland or anything else
because you're not more open.
Decentraland is being interoperable too.
Hey, Double,
do you mind if I just direct your attention
to the top of the screen?
Gainsey posted a very salient tweet
a few days ago.
I'll just read it.
Buy all the ecosystem vapor
and farm all the airdrops across everything.
Follow all the ecosystem evangelists
and ignore all the accounts
tweeting about shit after it pumps,
trying to catch the tail end of moves.
Speculation is clearly back.
You're not going to get many shots like this.
It has nothing to do.
If it's vaporware,
it's vaporware.
If the price is going to go up,
it's going to go up.
Yeah, I get it.
You can make money on it.
I'm not arguing that point, right?
And I know Manny likes to say
I'm allergic to money.
Hey, but real quick,
double, double.
I'm not here to make a dollar off of this video.
Real quick,
the title of the show is The Daily Alpha.
We're trying to make people bags, homie.
Okay, bro, I get it.
But also,
people have to be careful
buying the top of this shit
when you're selling them a dream
and they're going to get in now
and it's going to dump on them.
Dude, we,
I shit you not,
this fucking show
was actively minting
three-digit dot bitmaps, bro.
People's risk to reward
was three fucking dollars.
Dude, do you know what it's at right now?
Point fucking four, dude.
Yeah, but why are you telling people
to get in now?
That's what I'm asking you.
Why would I get in now?
I missed that boat, right, Manny?
I missed that.
Dude, so then don't talk about it.
Then don't worry about it.
No, well, I'm asking you
why should I get in now?
I'm asking you.
Because there's probably still
a two or three X
that lives in this thing, dude.
Okay, you think there's two or three X?
Because the thing is,
there's all these mere mortals
who aren't fucking us
speculating about this shit every day
are going to come
and buy our fucking bags, bro.
Okay, yeah, me.
You want me to come
and buy your bag.
I hope you don't buy our bag.
The fucking TikTokers.
You want me
or the person next to me
who doesn't get it,
who hears you explaining
this metaverse thing
to come and buy your bag
because you minted it
at point nothing
and you made it 10 X.
Now you need other people
to come in and speculate
and buy the bag.
So I'm asking you,
if you want me to buy your bag,
I want to get a return as well.
I'm sick of this coming in here.
Yeah, that's a two or three X.
That's a two or three X
that lives in this thing.
Fine, so I'm asking you,
how can I expect a two or three X
and you're telling me
a metaverse on Bitcoin?
Dude, it's very interesting.
Does that make me feel happy
to want to get two or three X
or should I go look somewhere else?
Dude, look somewhere else, bro.
I mean, I don't know
why you're all asking about this.
You're making this personal, dude.
It's not about me,
my personal.
I'm just asking everyone.
It is personal, Double.
We're coming through your throat.
Personal.
You're making it personal.
I'm just saying something
that other people may be thinking.
Still, still BitMaps
is a low risk, high reward.
It's $34.
Okay, you buy BitMaps right now.
Yeah, but there's $800,000 of them.
I know, but like,
okay, you lose $34.
I spent that on gas yesterday
sweeping a fucking rug.
So like it's $34, buy one.
You could lose $34
or you could possibly 2X
off the fucking
least valuable plots there is.
We've been talking about BitMaps
for fucking five months
at $2, $11,
and now you guys want to buy
at $34.
Well, that's on you,
but it's still a low risk, high reward.
It's $34.
Like, it's not that big of a deal.
Yeah, I know it's $34,
but it may be at its peak.
The other thing too
is look up the price
of three-digit ENS.
Look up any of the
zero to a thousand
prices of ENS
because that'll be comparable here.
These are comps.
Yep.
Yeah, but there's a million ENS
on Bitcoin.
There's BTC, dot, whatever,
sats, dot, whatever.
How is this ENS?
This is not ENS.
Double.
We got MA.
It's a completely different utility
than ENS.
All right, go ahead.
We got MA with his hand up.
Go ahead.
Yo, what's going on, guys?
You just walked into
a fucking buzzsaw.
Dude, dog.
I heard a topic of possibly
like a product fit for blockchain.
I was like,
I got maybe a topic on this.
I jumped up,
rose my hand.
I was like,
damn, this is a storm now.
Now Chief has me scared to talk.
Am I going to pass the Chief test, man?
But no, no, no.
I think you guys are,
you're having a good conversation, man.
This, it literally is web three.
I think you guys are standing
on the opposite side of a nine
and a six and both screaming,
you know, this is different.
And I think you guys
are looking at the same thing.
I do hear double on,
you know,
careful of chasing trend
and grabbing the top.
You know,
I hear Chief saying
there's still room.
There's still growth
in what we have
and there's still the ability
for better product market fits.
So neither of you are wrong
and both of you
are probably right, you know?
So everyone just do research
and find what you feel,
you know?
And again,
one person's opinion
does not set market fit
or anything else.
But, you know,
these people also have
education and experience
behind them
and double and cheap.
You guys have different
education experience
behind each of you.
So I don't know.
Yeah.
Show love.
I don't know.
I don't like how heated it is,
but yeah.
Well,
bitmaps are something
we talked about five months ago
and now they're 34.
So like, yeah,
you guys call that shit
at a thousand,
a thousand descriptions, bruh.
I'm here to give the other side
two perspectives.
Yeah.
Let's talk about,
let's talk about next.
Okay.
Okay.
Well,
chief's actually building
the next thing
that no one's talking about.
No one gives a fuck
because they're like,
ordinals,
every alpha space I go into,
they fucking circling,
jerky,
talking about fucking
Solana conferences.
No one's talking about quad art.
It could,
has the potential to be,
I mean,
it's onboarding ETH artists
at being their very first art project
on ordinals.
This could be the,
the,
the first,
I don't know.
This could be art blocks on ordinals,
but no one wants to talk about it,
but it's launching today and tomorrow.
Chief,
can you give us a quick breakdown
of quad art?
What do we need to know?
Do you think that BitGod
is also working on?
What?
Yeah.
Are you working?
Yeah.
That's with BitGod,
right?
But no one wants to talk about it.
Everybody wants to,
you know,
talk about the next shit coin.
They want to talk about
the next Solana project,
the next rug,
but no,
no alpha space has yet to talk
about quad art,
except this one.
And chief doesn't even want me
to mention it
because he's too modest,
but I think this is the next
big thing on ordinals.
No one's talking about it
and you all can get in on it.
Hopefully tomorrow.
So chief,
here's a quick breakdown
of quad art
and all the mechanics
that go into it
and describe it,
bro.
Yeah,
so it's 21 artists
from ETH
and other multimedia
that we're bringing
on to Bitcoin
for their debut.
2,100 limited edition pieces,
varying edition sizes.
So inside,
there'll be all different
sizes of editions.
Later on today,
we go live at 210 PST.
You guys will be able
to actually be brought
to what we're calling
is just a crossroads
of Act 2
to where you'll
actually have to
make a decision
with the pieces
that you've connected
with and to
over the last 21 days
and see how you want
to go about acquiring it
or if there's a new change
in your strategy
for acquisition
and for collecting.
It's been an experience
to make this
more than transactional,
right?
Collecting art
and just participating
in NFTs
has been very much
A to B.
Here's the money,
give me my asset,
give me my token,
you know,
number go up,
I sell and it's done.
So with this,
we try to really
remove that aspect
and make it more
about the journey
and what A to B is
and then leave
the product intact.
Just noticing that,
you know,
the idea of having
to burn pieces
of artwork
or, you know,
buy multiple pieces
in order to follow
an artist's journey
has, for me,
always came off
as a position
of privilege,
something that
I wasn't always
able to do
and I hated
being put in
that position
of either
maintaining one
piece of artwork
or burning it.
I'm like,
dude,
if I just
scrape together
my last bit
of funds
or whatever
to collect your piece,
it's kind of tough
that you're making me
now burn this piece
in order to
continue on this journey
or whatever it may be
with you.
And so with that in mind,
we really wanted to focus
on the gamification
and involvement
in this process
rather than
with the final
art piece itself.
And so later on
today at 210 PST,
it'll go live,
12 different choices
and 48 hours
to make them.
So look forward
to seeing you guys
there, man.
And Artist Reveal
will be Friday
at Super Chief LA.
So if anyone's in LA
and wants to come out
to the actual Artist Reveal,
we will have some
of the artists in-house.
Hopefully you're not
grouping it up,
but I will be
getting my shit
signed by Dirty Robots.
So if you're in LA,
hit me up.
We will have the flyer
on the Quadrillion account
later on today.
Super Chief will also
be promoting it
and pushing out the flyer
and we'll get that
Artist Reveal
set up for Friday.
Don't act like
we just didn't tell you
like multiple times
that this is going on.
Yeah, people are
going to fade it.
They're going to see
the fucking screenshots.
Did these last?
I know.
These last 48 hours
though have gone
kind of absurd
like in terms of
market attention.
You're behind the scenes
seeing this.
So I already been
speculating this is going.
I mean, I personally
think this could be
the grails on BTC
or maybe the
chromie squiggles
of fucking ordinals.
Like this is going to be
the first collection
of it
and this could have
the same kind of
providence of squiggles
on ETH.
I'm super bullish
on this
and I think what you
guys are doing
is going to like
it's going to be huge, bro.
Like I'm not just saying
that because you're my friend
but like what you guys
have been building
the background
the artists you have
on board
and what you guys
have next
is everybody's
going to take notice
and I feel like
a lot of people
are going to fade
the first part
this part
and then people
are going to be like
oh, the people
that took advantage
are going to be
taking screenshots of
you know, maybe a piece
that's what it's worth
and people are going
to get FOMO
the next time around
what you guys
got going on
like what you guys
got next
is even bigger than this
so I don't know
what else we have
to do to convince you
but you guys are like
oh, we missed BitBet
what's the next best thing
this is the next best thing
and yeah, it has
one of our friends
involved with it
but that's why
I'm super bullish
because I know
what's actually going on
and this shit
this shit is
it's going to go crazy, bro
yeah, it's
I mean, I appreciate
you being bullish
on me, man
it's
I'm trying to be
you know, stay
and maintain humble
and it's
it's really eye-opening
and nice
to feel and see
the attention
that we've gotten
like I said
over the last 48 hours
and at first
I had the same
kind of idea
and mindset
that, you know
hey, we're hearing
it talked about
in certain circles
but not all over
the timeline
kind of thing
and then
I mean, it just
went berserk
over the last
fucking like
24 hours, dude
Billy Resty
Shark Fu
everyone just kind
of hopping on board
and really waiting
for the drop today
not only is that
a lot of pressure
on us
and kind of surreal
but it's good
because it makes me
believe that we're
on track of doing
something fun
and in the correct way
and people have aligned
with our goals
and the way that
we've chosen
to roll it out
and mint price too
I don't know if I
included that
it's 210 bucks
per edition
once again
it's about making
it affordable
it's about getting
fine art
in your wallet
and on Bitcoin
that's it
just looking at
like I have
OXBT on alert
and it's been ripping
for the past
48 hours, bro
and that's like
when I started seeing
that I'm like
oh, people are trying
to fucking whale up
so I can get on
this first come
first serve
first phase, bro
it's gone from
1 cent to 3 cents
in less than 24 hours
and you just see
people trying to get
to the top
of these leaderboards
to get a piece
of these art pieces
and I feel like
what's happening here
is the people
that are bullish
and have a lot
of influence
are just keeping
it on the side
they don't want
you guys knowing
about it
that's why I think
this is huge
because the people
that you're talking
to aren't even
fucking promoting
you guys
they're not even
talking about it
and yeah,
they'll give you
a retweet tomorrow
but they don't want
you guys to know
about it either
oh yeah
that's what I'm saying
that's what I've
been noticing
but it was cool
to at least see
some vocal yesterday
but yeah
everyone's been
kind of really quiet
because like I said
I think
210 bucks, bro
I mean
me looking at it
from the trader side
like those are margins
for me to rip on
and I created it
like this
I mean I come
from this side
right
you have that
influence of
that bill
that a little ability
for speculation
and involvement
so that's ideally
why we did the pricing
that we did as well
we did the 2100
editions
it's all kind of
themed up to be
ideal for either
the collector
or the degen
that wants to be involved
there you go guys
you heard it
so don't act like
we didn't tell you
go ahead Manny
excuse me sir
may I have a couple
of crumbs
no dude
this thing is gonna
fucking send bro
and like this right here
I was like oh shit
I need to load BTC
on my wallet
because like
I really believe
that this is one
of those pivotal moments
where you have
a paradigm shift
where people start
to acknowledge
this as like
a true ecosystem
and I think with
like I was talking
on an ordinal space
the other day
and I was like
all you have to do
is you just put
a large language model
that you can use
recursive ordinals on
to like make it
like an open source
API that people
can ping
and the second
you do that
bro there's gonna be
so much attention
on ordinals
and this like
decentralized internet
if you look at
that executive order
that dropped
I think like
two or three weeks ago
from the Biden administration
on the AI restrictions
they're trying to put in
like we're really
starting to move
towards like
a federal software agency
or a federal software
commission
that'll be coming up
so definitely
super interested
in like the
decentralized nature
of these things
all right Eddie
then we got Lou
and we got people
in the request bro
we got
I gotta go soon
so make it quick Eddie
make it quick Lou
and Ma if you have
something or happy
put your hand up
probably gonna be
ending in the next
five to ten minutes
so make it quick
go ahead
so one thing
that I found notable
I think a bunch of
what was it
a bunch of NFTs
across the board
pumped because of
token anticipation
the one that didn't
that I think
is actually
maybe the strongest
I'm gonna catch
so much flack
for this
Digi
like
the Digi Daigaku
they are
I don't know
if you guys saw this
but when the SEC
ruling came out
Gabe at the time
tweeted
oh looks like
airdrops
are the way to go
like looks like
airdrops for tokens
are the way to go
because that's
seemingly allowed
he tweeted that
he literally tweeted
it from his own account
and airdrops are
as far as the SEC
is concerned
at the moment
probably fine
and I
I didn't know this
but I didn't
apparently there's
a Digi points
farming system
I didn't
I didn't know
that as well
but I
heard someone
talking about it
the other day
so I'm gonna do
some looking into it
but if you're
talking about
like game
ecosystem tokens
that are well backed
that have
effectively
not pumped yet
as far as I can tell
Digi might be the one
I don't know
as wild as that sounds
yeah that
that point system
is basically
discord points
so anytime
he posts something
in the discord
if you go like
and retweet it
that gives you points
inside the discord
that's kind of like
a social
I don't know
social incentive
program
that the points
are just in the discord
so when you see
you know
Gabe having
a thousand retweets
and likes
it's based off
that kind of
social mechanic
inside their discord
for points
so I think
another one
that's being swept
I think that had
an announcement
the other day
Overlord
Creeps
I think
they have
a token
coming out
called
Tortal
so people
I think
sleeping
on that one
Creeps
and then
also
Pixel Vault
with their
GG token
those are
D-Labs
ripped
since I
remember
when I
talked about
that shit
what
two days
that I
was looking
that could
be a potential
and that
that supply
crunched
and that
ripped
like crazy
let's
get to
the hands
Happy
go ahead
go ahead
what's
good
everybody
Chief
congrats
on the
quadrillions
coming up
should be
should be
super exciting
and just
for any
anomaly
holders
here
I don't
know
if y'all
seen
Star
Im's
post
saying
like
someone
peeking
on the
blockchain
a few
days
bought
abstract
labs
that
wallet
created
seeding
token
price
anomaly
already
been
going
think
it's
like
.0465
past
couple
days
yeah
tokens
assumingly
obviously
have
that
with
anomaly
expecting
something
like
Rafiki
Winds of
I can
never
pronounce
that
Windsaya
yeah
that one
these
should
doing
good
just
keep
those
go ahead
happy
and then
we'll go
yeah
go ahead
bye bad
hey hey
GMGM
thank you for
having me
on stage
two things
I'd like to
share with
you guys
today
regarding
Alpha
I've been
following
D-Faced
if you know
D-Faced
the artist
for a while
he's
teasing
at this
moment
something
coming
for his
collection
gotta get
Gert
yeah
I got
because
I think
there's
going to
be a
play
with
like
Gerts
is going
merge
into
something
else
maybe
I don't
know
it's
still
concrete
he's
teasing
something
he's
great
artist
follow
regardless
whether
you're
interested
what's
coming
or not
this
collection
it's
collection
1000
pieces
it's
interesting
from a
supply
demand
perspective
especially
because
there's
quite a
listed
at this
moment
and he
sold a
piece
for 30
plus
September
he's
really
on the
upward
side
from an
artist
growth
perspective
and he
really does
great work
great
execution
and then
the second
thing I
wanted to
mention
is also
I see
David
Horvath
listeners
shout out
to David
for what
he's
building
he's
he launched
a collection
recently
a bit
over
pieces
and I
think
there's
something
else
coming
you know
take a
look at
his work
as well
I totally
forgot about
that bro
I was like
this dude
never says
he said
I'm never
launching an
NFT project
so shout
out to him
man I
totally
I saw
that in
timeline
and I
NFTs
and I
forgot
mention
on the
show
maybe
David
on the
show
tomorrow
to break
down
everything
that's
going
I'll take
a quick
opportunity
to let
you know
guys
I have
a podcast
as well
and did
an episode
with David
recently
where we
took a
look at
brand building
in the
web 3
and took
a look
Pudgy's
Doodles
Cool Cats
as sort
of like
examples
playbooks
approaches
worth
taking
a look
as well
this guy
really
really
a lot
experience
is that
Podbeam
is that
a podcast
or is that
a space
it's on
YouTube
it's a
video podcast
I have a few
episodes out
coming up
another one
today
okay
cool
we got
what's
going on
guys
yeah
I didn't
really
I was
I was
in the
buzzsaw
of everything
earlier
so I'm
hoping I
can catch
another
episode
I won't
extend
conversation
but I
love to
talk about
maybe
problems
in the
market
where
there
potential
blockchain
right
because
when it
comes to
authentication
and hard
goods
I do
think
that
there's
massive
opportunity
especially
luxury
companies
where
they have
a larger
margin
implement
maybe
some
experimental
programs
and stuff
they're
also
the use
case
probably
largest
theft
people
wanting
steal
resell
items
authenticating
blockchain
could
really
cool
think
it's
a great
conversation
to see
where
we're
trying
to help
things
not just
create
money
for people
or pumps
for people
and all this
other stuff
actually
really drilling
into
this is what
Web3 can
accomplish
and this is
why it's
going to
help society
in the next
5, 10, 15
years
100%
baby
RWAs
all that
stuff is
going to be
huge for
NFTs and
onboarding
HDMines
I see
you have
Overlord
Creeps
I think
you should
come back
tomorrow
we should
have a
deeper
conversation
on what's
going on
with the
project
personally
what do
you think
you think
you come
back
tomorrow
and we
can talk
about
Portal
and everything
Overlord
and Creeps
you're doing
hey buddy
yeah for sure
I'm up for that
I usually
give this to your
show
I'll tune in
tomorrow
and give
my rundown
on what you
kind of
need to know
yeah I'll do
some more
yeah I'll do
some more
research myself
and you come
with a little
everything
Overlord
and Creeps
are doing
I think
it's super
bullish
and everybody's
talking about
tokens attached
to NFTs
you guys got
one so
super bullish
and they actually
just got something
right now
that has to do
with their
fashion line
so if you're
on Twitter
check out
Overlord
right now
they just dropped
something
we've been waiting
for this for a
long time
so it seems
like everything's
coming together
but I'll catch
you guys tomorrow
yeah let's do
it tomorrow
so I do
appreciate
cheers bro
thanks for
having me
today we run
through Saturday
till about
1231
we went
15 minutes
overboard
because Chief
gave us a
second wind
that's always
it's always
entertaining
hearing him
that's why
he's the
co-host
of the space
but yeah
I appreciate
you guys
and we got
four more
shows
so I'm
not you
know
we got a lot
more to cover
and we got
a lot more
to talk about
so tune in
tomorrow
we'll be back
we'll be talking
about you know
probably
Ordinals
Ethan
Atiz
Solana
we'll talk
about Quad
we'll talk
about Overlord
we'll talk
about a lot
of stuff
so tune in
Central
I'll talk
to you guys
tomorrow
and it's
TD Air
State 4
so see you
on the timeline
see you
in the spaces
peace out
