THE DAILY ALPHA🔑

Recorded: Jan. 23, 2024 Duration: 2:21:42

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Yo, what up? Jam Jam. Yo, what's up? What's up? Just got off the highway. It's going to be loud.
I feel like it's my first stop.
How's the weather?
It rained all yesterday, which was the boat freezing, so it melted all the ice.
It was crazy. All the ice that we had yesterday.
I don't know if you guys see that viral threat of that. God fuck, man.
It's so fucking loud, dude.
And I can't hear shit because I had the little input that goes into my air pod. Fucking broke.
I mean, I don't know, dude. If you got your phone on max volume up to your ear or something, you need to go get that checked out.
So you're good, bro.
I usually have that little rubber grommet thing that goes into this air pod that kind of like helps with like just the volume and it broke.
And now I'm just basically have the air pod in my ear without the grommet and it's a lot duller of a sound.
So it's a lot more fun here.
But yeah, there was a we had so much ice on the ground yesterday.
There was a fire truck that was doing like 360s down this hill yesterday and like Imperial in Missouri kind of fucking hilarious.
Well, it's kind of it's not it's not frozen anymore.
Nothing's frozen here.
It's just probably the the porches and stuff.
And that kind of stuff is probably frozen, which I got to be careful for.
But yeah, guys, welcome to the TDA. Two days isn't enough in this.
I need like a fucking extra three days away from this space.
Fucking stressful last weekend on top of me being in traffic for two hours.
But yeah, welcome to the TDA.
We run Tuesday through Saturday with loud ass noises in the background from 945 to about 12 o'clock.
So that's how we roll in.
That's how we roll in today is probably going to be one of those days for me.
So hopefully I don't sound too stressed out.
I don't have too bad of a fucking mojo.
But it's been a fucking horrible fucking day and want to end it right now.
But we're going to continue on.
We got Trill up here.
How are you doing this morning?
I'm ready.
Jim and Jim.
I'm hoping you have a good day, man.
That video you sent yesterday of that.
Was it the fire truck sitting at the controls?
That is crazy.
Dude, the only thing stopping that thing was a house.
Like it was trying to do trying to stop and go into the fucking yard.
But it just started doing 360s down the hill.
And it like basically a house stopped it from continuing.
Did it spin perfectly into the driveway, though?
Nearly parked right here.
Like some massive nefarious shit.
It's kind of wild.
I think it knocked out a car.
Yeah, wild weather.
It knocked out a car, but that's about it.
I mean, it was it was dangerous, man.
Even this morning, man, I like I said, I spent in usually my commute to
work probably 30 minutes.
I spent in like a 90 minutes to two hours in traffic by how many
accidents were on my way to work today.
So there's no ice on the ground, but people are still wrecking.
And then I had to sit and wait for package,
like four packages to come down the belt and go deliver today.
And just spent like the past two hours just sitting in my truck,
just waiting for them to let me leave.
And then now I'm here right now.
So but yeah, kind of going into like things that have happened since
the show has like ended.
We got a nice little airdrop yesterday.
Well, some of us did, I guess.
What was this?
Was this our sick inscription, which basically is saying that if you
just transfer and scribe it to yourself, it's activated.
And then when runes comes out, you're basically mining runes as we speak
and you'll get a 90% allocation to the runes token.
When it comes out, I didn't know that we even had a name for runes
yet, like a coin to come out.
So not 90%.
You get it says it's admitting 90.
We're like, you're gonna get like 90% rewards from this shit or
something.
Of the 10% that they are going to get, you know,
this is, is this with the very first coin or just their coin?
Uh, this is of the very first coin that Casey deploys.
So basically you're betting on teams of big brains to be able
and ready to capitalize on the very first ruin that Casey deploys
and then Robin hooding the wealth down.
Like it was cool.
Cause I mean, at first they, they, you know, wording was very bad.
They called themselves the very first ruin token.
And obviously airdrop bullish, free money bullish,
fun game theory bullish.
And then became, uh, oh,
this is bearish because how come no one else got some?
Why are only these specific ones?
Uh, you know, who got the memo XYZ as always.
Uh, and then the biggest fun was just the fact that they called
themselves the ruin token and they weren't the ruin token Casey's
been playing like fucking video games the last three or four days.
He's even said he hasn't worked on ship of all doors gate.
Um, but anyway, so that the flood happened.
And then finally on change sleuthing occurred and they figured out that, um,
regardless of whether the narrative of being the first or not the first token,
uh, it was done by rock Toshi and, uh, everyone's like, Oh, okay, cool.
Uh, we're game again.
And so, cause rock Toshi owns the actual grandparent inscription,
inscription number one 26.
And so, yeah, man, that's kind of the back and forth.
And then they figured out who was actually behind it.
And then people are like, yeah, fuck this.
I just think it's interesting how I told I was mentioning here on the show,
right? Um, that there would be this Wales game going on and,
you know, us not to be caught in the collateral.
I never thought the collateral would be good collateral.
You know,
I didn't think that they would be opening and trying to have the pissing
contest of, Oh, I got more airdrop money than you.
Um, I thought it was just going to be like undercut wars or,
you know, for manipulation, but this was, uh, hey,
this is why people fuck with me and not you.
Um, and then free money for everyone kind of thing.
And so, yeah, dude, I guess it is cool to be stuck in the middle of this.
I just know that this is a pissing contest between like grown men in the
background.
Yeah, it is.
And from my understanding runes, uh, doesn't,
isn't it going to start with like the minimum 12 characters for the first
coin? And then it goes down to like 11, 10, 11.
So the very first coin that's going to be launched by Casey is going to be at
least like 12 characters long, right?
So it's going to be like Rotomor moon or something, right?
Like it's no, it's cheaper based off of the length of characters,
right? So basically if you have a super long name,
then it's going to be ultimately cheaper to deploy and inscribe rather than if
you're trying to deploy a two letter ticker or a one letter ticker,
a four letter ticker,
it's going to cost you in order to participate with that.
Right? Like the fee.
So it's just based off of the length of the ticker and what you want to claim.
And let's just say if you want one of those coveted three letter or four
letter tickers, you know, whatever, even if you let's say, Oh,
XBT Pepe, uh, doge, right?
Those are going to cost a premium to deploy rather than, uh,
Harry Potter, Sonic, Obama, she knew, uh, cocky and you,
you know, and then like, those are going to be cheaper.
So it's literally designed for meme coin.
Yeah. Yeah. Yeah. Um, I'll get the Josh and then I continue to ask questions.
What up, Josh?
Yeah, GM's the other one. It's a great Laney Tuesday morning. Um,
I was wondering why is that it costs so much more to make a token with
plastic characters. Is it like the ENS thing where it's like, you know,
it's just like last or it's more layer.
So they charge you more or is it like something on chain?
It's Casey saying this is how ruins is going to work and that's it.
It's a kind of like a function, not a bug kind of thing.
He wants it to be designed in this kind of way to where you pay a fee.
If you're going to deploy, if you're going to participate,
if you want to launch, you know, tokens of this caliber, it'll be like this.
I can try to find the guide. Um, I don't know if anything changed.
I mean, probably a little bit has changed. I can, I can find it in the GitHub.
But yeah, originally he had launched basic.
It was a table that showed price of, I guess we can call it like an
anti to deploy. Uh,
and if you were trying to deploy a token of this caliber of that caliber or
whatever, whatever sizing, uh, there's just different metrics of, uh,
Bitcoin that you would have to, I think it's even burn, right?
Which was even the interesting part rather than as a deploy cost,
I think to, to fuck around, you're actually having to burn Bitcoin on there.
So I can try to find it and see, go through it and then I'll pin it up.
But if not today, I'll find it by tomorrow.
Yeah, no, it's just the design thing, man. That's really all it is.
You know,
Yeah. And K I guess Casey saying that he's going to launch this on the
very first block of the happening. I don't know if you've heard that news.
So like, I guess runette rooms are coming out on the happening.
The very first block of the very first happening block is the one that
he's going to play the first token on. Uh,
so I guess we'll have to keep our eyes on that.
And I guess a lot of people are probably going to be doing stuff around
that first block too. Um, and so I guess the,
I guess the followup of all this is the whole beat between the runecks,
uh, the runecks team and our sick team. Basically,
it's a rock Toshi saying, you know, this is the first,
the first inscription or the very first thing that's going to mind
rooms when, you know, runecks is basically saying that they're the
first. So what's kind of going on here with the beef?
Is it just basically saying who's first on this? Yeah.
Is that all that's going on? Who's first beef?
And in reality, this is going to come down to, uh,
big brains that are sitting down and who has the,
I guess, uh,
tech capital in a sense, um,
right to pull this off this kind of feet of sniping that first candle
or participating there. And dude, I would even, uh,
beg to throw a couple, um,
shit. Giga brain teams into the mix, right? And scribe Pepe's
them with the little people team. Those are some of the big,
like waves and now are involved in fucking everything.
Some of the biggest brains when it comes down to Devin on
Bitcoin and being an advisor.
And they already publicly said that they're going to be ready
day one when ruins happens.
They're training people inside their discord server, uh,
with running a node, having, you know, participation.
They were one of the first on the test net, right?
I think they're like in the top 10 on the test net.
So that's what you really want to look for.
If you want to sit here and make bets,
I would say an asymmetrical bet for not necessarily allocation,
but can lead to allocation of this room token.
Even if it is you doing it yourself, um,
I'd go pull up who was on the first test net, right?
That chart that Casey tweeted out a while back and see what
communities were there, right?
Who was able to run their node,
apply the new code and etch their mark,
launch their ruin on the test net in X amount of time, right?
Cause I wouldn't fade those teams if they did it on test net,
it's highly likely they're going to be able to do it on, um,
what's it called on main net.
And they'll be able to just kind of, you know what I'm saying?
Change it up a bit.
So just something to think about, right?
I wouldn't just place my bet on who's being the loudest on the
timeline, uh, go deploy a little bit of your capital into some
giga brain team that you can, um, you know,
learn from and not only that,
but potentially position yourself for these opportunities.
Yeah, I just picked up two posts, uh,
once from run X and the other ones from ordinal global kind of
going into like, what the fuck is our sick?
So it's pretty good for the thread that we're going to be
dropping with Allison later.
So just kind of reading it and I'm sure a lot of you guys know this.
So this is just basically a 21,000 arts,
the conscription airdrop to 9,200 wallets for free,
hitting a floor price of 0.0 to seven,
which is about 1k and trading volume volume of eight 86 Bitcoin
current Mark campus, 22 million.
Uh, so our six stands for room specific inscription circuits.
No, no, no, that's, that's news to me.
It's the first peer to peer rune allocation system on Bitcoin,
buying room coin,
basically a game of prime design to mine and allocate the upcoming
runs token.
The tick is unknown.
Who got air dropped holding any of these projects,
Bitcoin pugs, Bitcoin, puppets, Bitcoin,
frogs, Bitcoin bandits, known monkeys, our own bees.
You go check your wallet.
Um, some people are saying, if you had not listed,
uh, you possibly got one, if you did list any of those,
you were uneligible.
Um, uh, that's kind of just a rumor going around,
but only 21 K of the R six inscriptions exist holder choices.
My, uh, holder choices, mine, rune sell or fade activation needed for
More are sick means more rooms, no limit, uh,
runes reward per block Bitcoin block for addresses holding activated
are sick until the supply is fully distributed,
how to activate to activate the Arctic transfer at once,
either to a new wallet or even to the same wallet.
let's see.
What else?
I just found the, uh,
the, the thing, the chart that basically shows,
I don't know if this has changed.
This is old as hell.
Um, October 4th.
but this is the chart that just gives you a little bit more insight on
the characters of ruins in the price.
Uh, my bad.
No, I was in, I was in the thread there too, but yeah,
it kind of goes into, you guys can read it for yourself.
I'm not going to read it all.
Basically game rules, supply chain components, uh,
providence overview, runes, allocation, type, and distribution are sick
or recursion.
they have the Arctic symbol rarity and stay updated and then win.
So it's 11 part thread.
you guys can read it for yourself.
I'm not going to read everything, but it's pretty useful to understand.
And then you have runax basically come in and out and say,
we have officially cursed.
Our sick.
Our sick is not the first rune token.
Runax is everyone knows it.
You know it.
The curse on our sick has only been lifted once a apology is received.
Don't spoil this moment by deceiving your community.
So they're going pretty hard on this and Dante and the team are
like, yo, like first is first motherfucker.
We're first.
But you know, if rock Toshi's behind this, uh, you know,
he loves to stir up who's first.
But look, let's listen.
I'm much love to Dante much love to the real next team,
but rock said,
I'm first because it's already in people's wallets and then just walked off
You know what I'm saying?
let's just be real.
You can kind of end all conversations like that.
You are first.
Your Twitter pages first as well.
But fuck.
It's in that dude's wallet.
and that's it.
And you're sitting there like,
he got me.
and you know,
we're in a world of blockchain.
So even Twitter,
there's no way you inscribed it on the Twitter or,
you know what I'm saying?
So I don't know.
I love Dante.
I love the room next.
I love the approach,
but at the end of the day,
this is one of the biggest like,
banky little bank.
Cause yeah,
you had an idea,
but I made it happen.
kind of sucks to suck.
I don't know.
what do we think about these as like future?
You think this is like,
since Bruins ain't coming out to April,
do you think this kind of fades and there's a better entry price on this?
Cause this is kind of the hot thing.
It has everything,
a narrative behind it as well.
And there's blood,
There's still blood.
It doesn't matter what,
what we got ruins got a minute to go.
There's blood and BTC.
Like this is going to cool down before the actual ruins happens,
but it's okay on that end.
I just think that once again,
if they're going to be another pissing contest and they're just going to
throw money at each other,
That's cool.
You know what I'm saying?
What is not taking a do for the run X box people now because he has to
recapture market share.
So I like this being in the,
you know,
as long as we're not getting hurt and we understand that they're just duking
it's always grown men fighting.
just figure out how you got to position yourself not to get wrecked and
just catch whatever falls from,
from them fighting.
I think something that's important if you guys are buying this on
secondary,
the person that activated it is the one that gets the rewards.
So you could buy it,
not activate it,
have it in your wallet,
think you're getting ruins.
And then the day comes around when they distribute the shit and the
person that activated gets it all into their wallet and they might not even
be the holder of the R six.
So if you are buying these off secondary,
you need to transfer it inside your own wallet to activated to make sure
that you get the rewards and not the person that first activated.
It does stuff.
It's kind of like a little nuance thing there.
I want you guys buying these off secondaries and then like wait three
months and then you end up fucking getting fucked because someone else is
getting your rooms.
that was pretty cool.
Kind of one of the very first kind of air drops on Bitcoin.
I'm sure there are others,
but it's kind of the very first one.
I wasn't the first generalized air drop.
I guess you've had single entities do community specific,
like the pups token was done by a single person,
uh, to pups holders,
but this is the first,
I guess you could say an air drop of this size.
Obviously it takes a shit ton of bread.
and yeah,
so this is the first as well kind of took the narrative of,
I guess it's not a token.
It's more of an air drop of a digital asset.
So I guess Saturn and rings still in the standing for that first,
token airdrop to everyone,
but it is the first one on Bitcoin.
Yes, sir.
it's nice.
Nice to get some free Bitcoin.
I have to be honest with it.
It's nice.
I got one.
so it was nice to get that yesterday.
it got Miyagi up here.
Hasn't been up here in a while.
I don't know where my son went,
but he's left last week,
but he's back.
So it was she brother.
truthfully I blame all the degenerate chats for being up till three or
four in the morning.
and then missing the show.
but I'm here now.
I made sure I made it to the show.
I got a couple,
a couple pointers for the,
for the gang.
as we saw,
over the weekend,
we had a lot of action on the BTC side.
And I mentioned these,
I think like last week,
earlier last week about the,
how the on chain monkey,
the Karmas were coming to BTC.
we saw some of them being inscribed in the men pool and some of them,
some of the trades coming out.
And now we have a karma token announcement.
so karma like hashtag,
ticker karma,
is an announcement that came out from the on chain monkeys.
I'm going to go ahead and,
pin one of the tweets to the top.
something bigger than this, uh,
based on like how OCM usually,
does their like innovation,
like everybody knows they had the 300 collection come out of recursion.
they're migrating all their E to BTC.
So this is something that I definitely wouldn't want to miss.
here we are.
Pin it to the top.
And other than that,
I got one more thing.
here it is.
So this came up across, uh,
a lot of our desks yesterday.
It is a, uh,
shout out to Alison for swinging the discord.
It's this project that a lot of people don't even know.
It's by these GG.
OGG is the,
the name of the,
uh, project.
And they have like this nice dragon free mint that's been coming out.
I'm going to go ahead and pin it to the top.
This one looks really sick.
it kind of flew under the radar by a lot of people.
a lot of the people in the TDA noticed it yesterday.
So I did want to point that out because we got Chinese new year
coming up.
A lot of these cool dragon mints,
a lot of these cool things are going to pop.
The dragon,
the dragon, okay. You're dependent up to the top.
It's on what, what, what's it on? What chain?
Yeah, I'm, uh, it's on soul.
I'm, uh, I'm finding the discord now.
I'm going to link that to the top too.
Cool. Appreciate it. Appreciate it.
Well, you know, elephant in the room here,
uh, the markets dumping,
which I don't know.
And a normal bull market.
Um, I think some things that are going on, obviously we have grayscale.
So in their Bitcoin.
Um, but something that's going on, I think that is unreported.
I guess you probably have heard it is FTX.
but they didn't solve it and they're selling,
they're taking this opportunity to sell their grayscale Bitcoin.
whenever this grayscale ETF happened.
along with grayscale selling,
you have FTX selling their portion of their grayscale onto the market.
So FTX sold about 1 billion of grayscale spot Bitcoin ETF.
I think it's accumulated up to about $4 billion worth of grayscales.
like Bitcoin trust has been sold onto the market through Coinbase.
And then you have others like Fidelity and BlackRock buying it up.
we just have this kind of a bit that's going on where we have a lot of
people gobbling up the dip,
but a lot more outflows from this grayscale, uh,
ETF and it's causing us the dump and people are getting scared of the
tourists and long-term holders are starting to sell.
Miners, uh, selling also to, uh,
understanding that there's going to be a halving in three months and
they're going to need more miners and more space.
So you have this kind of like,
I'm not saying it's like a black swan of it,
but a accumulation of a lot of people selling at one time based off,
being able to market sell a lot of this Bitcoin into the ETF.
So you have FTX selling, you have grayscale.
They've basically been hodling Bitcoin forever and converted their,
um, treasury on their trust into an ETF.
So now they're selling and then you have miners selling.
So they'll put a lot of selling and in a bull market, you know,
we get 20 to 30% corrections.
And I think we're at like 20, like 21% here.
So this is nothing to be scared about.
Once you guys are scared, that makes me feel like we're hitting a bottom,
but we've been talking about this CME future gap.
Um, I think it was around 38 eight or I think 38 eight or between 38 eight
and 39 five that got filled.
So we don't have a CME gap.
I basically been speculating that we're going to have to fill that
eventually.
Oh, we did.
Um, so, uh, that's nice.
And then just putting this up from big kind archive archive.
Bitcoin is up 216%.
This is a healthy bullback.
We're at 21%.
Um, and then I put up another chart for you showing all our pullbacks
we've had in history and they are up to probably like 30,
uh, the 35% of pullbacks and we're not even there yet.
So we're not even scared yet.
So, um, this is from Sir Jonas,
a friend and a minor for Bitcoin holders in previous cycles.
We've had five to seven pushbacks or pullbacks for BC BTT drop more than
If you're believing in the having cycles,
then you have nothing to worry about.
Stay strong people.
So we've had 21% pullback.
I don't see a lot of people scared.
We need to get you guys scared.
So I would imagine there's probably another downturn,
maybe the 36 to 35.
We're all going to be scared capitulate and then sell and then we'll go up.
But we're at 21% pullback.
This is normal 30 to 40% pullbacks are normal for a bull market.
So I would imagine we still have a little ways to go, uh,
in this kind of pullback chief, you've been saying 35 to 32,
I think possibly maybe 36 to 37.
And once you guys all finally sold,
then we'll probably be priced in and we'll probably already going back.
So we need you guys to start panicking.
I need you to go on the timeline and say this is over.
We're never coming back.
And that typically marks the bottom.
So where are you seeing this market at chief right now?
You think we're close to a bond or we still have a little ways to go.
Second week of February 32 to 35.
Second week of February or first week,
either the end or middle of the first week of February.
The second is what I'm looking for to be probably the local bottom.
So we're just sitting here chilling, just waiting to see when to swap in,
swap out.
I hate that I fucking staked Tia and all this bullshit to a,
you know, staked fucking say, listen, all you bums,
but Hey, we're going to ride this, um, into the bull market now.
And he just loves the yell at other people for his mistakes.
It is mistake because you bought it and it's okay.
Now we're all bumps together because now Tia bags are down.
I'm pissed bags are down.
Doge bags are down.
Only bags that are up or Bitcoin.
Well, I do.
We did get this thing from the alt layer, uh,
that new token that's coming out on the 25th.
And there was a lot of, uh, to be decided to be announced.
Um, and they announced, uh, their update five hours ago.
So what you all really want to know is like how much you needed to stake.
And, uh, up here, we have a definite dedicated pool for restaking community.
A number of all token airdrop to Egan,
I can layer Renzo protocol, ether five and kept out.
it looks like the snapshot was taken on the 17th.
And I'm trying to find more information here.
They basically told me how much you were eligible for.
I think you needed a like 650 points in Eigen layer.
Uh, yeah, it says it on here.
So I know here another one, uh,
this is from a wrong user, uh, alt minimum criteria for Eigen layer partners
are out basically you needed at least 720 Eigen layer points or Eigen
layer points, restaking points to be eligible for the airdrop.
You should be good.
If you staked over one E that at the last restaking event, uh,
about around 0.5 of all total supply is shared between 30 K Eigen,
a unique restakers only don't sound too bad to be honest,
considering Eigen has 1 billion plus eligibility liquidity.
0.3 is also reserved for T S takers,
but we still don't have any news on that side.
So let's wait for the details.
But if you had only one T a stake per wallet,
I would expect much from X wouldn't expect much from this honestly,
cut off will probably be way higher claim should be live after the
finance listing on the 25th, at least one full month.
So it looks like a 720 restaked, uh,
is for Eigen Lager and we still don't know about Celestia.
I would imagine it's probably somewhere around two to $200 to $500 worth.
So you probably have like some snapshot sometime probably the first of January
or mid January to get this alt layer.
But this, uh, this is going to be live on finance on the 25th.
So it's going to be another kind of little stimming for people.
So, uh, go ahead.
What's up.
Um, yeah, I did want to mention one thing.
Uh, we had the far Connor airdrop today, um,
and I kind of wanted to point that out and kind of give people a little
explanation on this, uh, so people could trade it or not trade it, uh,
as they like.
So, uh, we went live on by bit today.
Uh, it opened up at about 19 cents.
It's pretty crazy.
Look at the chart.
It's sold all the way down to 18 cents in a single minute candle,
um, and then shot back up to 19, uh, 19 cents and, uh, about 19.5 cents.
So right now it's trading at about 19.3 cents and it's like moving.
But, uh, the reason why I wanted to mention it is because the, uh,
people who purchased into the airdrop like, and had the token allocation,
they're on like a vested token unlock.
Um, and they don't even have their tokens right now.
So I think that this could be something to watch,
maybe keep an eye on the token unlock and maybe short it when the time
comes or maybe if you want to kind of DCA now that there's like, you know,
not so much cell pressure,
whatever strategy you want to go about this with,
but I did want to bring this to people's attention since it is,
you know, a huge gaming meta, huge token meta.
Um, so if you are following for Kana, uh, that is live on by bit.
That's huge.
I didn't know that.
So that's big news.
Um, I guess we'll pin up,
put out the mint schedule for you guys today.
Um, there's a few interesting things on there.
Um, we have the Bitcoin whales culture pods for my understanding are going
live today.
We have rib cash neutral.
Um, we have another one from the commoners.
Uh, so I wanted to get into the commoners discussion because it was
pushed back one day and it's pretty interesting kind of dynamic where
you purchase your own uncommon, you bring it to their little Lux,
uh, what is it a Luminex platform?
And you can inscribe your art onto your uncommon.
So it's kind of like bring your own beer,
man, which is kind of interesting.
Uh, chief has
all right.
She's talking.
I can't hear me.
I don't know.
He's a beauty bro.
Oh, I'm so sorry.
Oh my God.
He's like coming and shit in the background.
I'm just all here.
I'm just joking.
Uh, let's go.
Let's go.
Let's go into the common ears.
Air drop.
Uh, that's today.
I think that's probably the one that probably has the most potential in my
opinion, just because it's very technical.
Not a lot of people are very comfortable of buying their own sats.
And, uh, there's a lot of insiders and a lot of whales on ordinals
that are talking about it and have been buying these on commons for
I just put the chart right now for you guys to check out, uh,
the run up of a commons 7,175, um,
uncommon sats have been bought, sold,
and acquired within the last couple of days, right?
From the 19th to the 22nd.
It's just people buying and scooping up on comments for this man.
Not including the run up that happened.
Like over a month ago is when we started talking about this.
And, you know,
I kind of started telling you guys to start scooping someone comments
Um, we found the Twitter and stuff.
So yeah, man,
this is really impressive in terms of people preparing themselves.
But one thing I will tell you is, um,
This is going to move a little bit.
Quote unquote slower, right?
Due to bring your own sat kind of pull up and do it yourself.
So if you have an uncommon,
you don't have to necessarily go and rush, right?
You should have a sense of urgency,
but take your time.
Make sure you're doing it correctly.
You know,
go to the website that is supposed to,
if you're going to use the Luma next service,
if you're going to use your own inscription service,
check your hacks,
go through the whole process, right?
Because the fact that you can't hit a faucet and it just kind of
auto goes, right?
Automation is going to be a little bit harder to do.
Therefore,
that means that this is going to take a little bit longer to quote
unquote mint out.
So take your time.
Make sure you do it correctly.
Uh, if you want to scoop up an uncommon right now,
the floor for an uncommon and granted guys,
this is a regular uncommon sat.
This isn't a black uncommon or anything like that.
The floor is five, uh,
So 506 bucks.
The mint is quote unquote free.
You'll pay probably,
I would say just to be safe,
put about 30 to 50 bucks in there just in case of any kind of
crazy mempool fees.
But once again,
this is going to take maybe an hour,
30 minutes to an hour to fully inscribe out if not longer.
So you can wait and try to catch a lower block so you don't
spend too much of your money on this and try to grow your
margins as much as possible.
But yeah,
people have been copping on comments since shit.
I call them on the show at two to 50.
they hit a high of like six 40 couple of days ago.
and now since have settled at the 500 range.
I'm just kind of interested in price action with this one.
Cause it's a pretty unique mint.
We haven't seen a lot of these and it's really just looking at the
uncommon price and saying, all right, it's at $500.
It's 0.01.
Let's just make it easy.
It's 0.01 to mint this.
The fact that you know,
you have to do it yourself.
I would imagine if you say you went there with your uncommon,
you're not going to list it below what you paid for the uncommon.
But what happens if the uncommon price goes down drastically because it's
mints over does that ultimately,
is that is that uncommon price tied to the,
to the ordinal itself?
So let's say you paid 500 for uncommon after the mints over and all these
motherfuckers are like, all right,
I'm comments aren't useful anymore.
Uh, for now I'm going to dump them in.
Comments go down back to $250.
Does the NFT,
since it isn't uncommon go down $250 also.
Like I'm just kind of curious of how this works.
Is it worth it getting it right now?
I personally, if it stays at $500,
I definitely think there's a flip here because just by you doing it
yourself,
I feel like that brings in like some kind of built in cost or experience
that will keep the just like an extra,
you know,
0.02 added onto it just because you have to do yourself.
So that'll happen just for the fact that it has a collection attached to it.
There's plenty of uncommon random floating inscriptions just on magic even
that hold damn near no extra value besides the sat that it's on.
The collection or whatnot,
or its association obviously has intrinsic value and is another layer on top.
I paid 0.06 or something back in the day for my uncommon.
that's what booth told me I was paying for when I got my uncommon early on.
And this is when you had to buy a fucking rare and unique stats from,
you know,
just sketchy am efforts on the corner of Twitter,
Selling them out of their wallet on Sparrow and shit.
So back in the day and commons were at this price anyway,
There are about six to 700 bucks shit,
almost a thousand depending on what year was mined and all this bullshit
because we didn't think that, you know, full blown infrastructure.
It wasn't there yet.
Now that there is infrastructure,
we're starting to see fluctuations again,
but this is almost reaching,
I would say similar to initial discovery phase.
So they haven't had true price discovery yet, right?
None of this,
you know,
unique or virgin Satoshi market has,
in my opinion,
when you start seeing the funds kick up,
they're sat hunting in order for that, right?
Establishing floors market making when you start seeing more of this
meta of bring your own Satoshi for XYZ purposes,
I can definitely see this cranking up.
And I mean,
you might have ebbs and flows and dips and whatnot,
but in a sense,
the lows that we saw all of these sats,
since people know they could just sit on them,
you might not be in the 500 range.
We might dip back down to 253,
but at the end of the day,
the collection that's on top is the intrinsic value
that'll add more than a virgin sat.
Yeah, I kind of see this.
You're buying the uncommon for 0.01.
I think you're going to be seeing these on Magick in secondary at like 0.02, 0.03.
That's just my,
what I feel is going to happen now could be totally wrong,
but that's kind of how I see it.
And then you have a lot of like the people in the know on Ordinals,
the fucking alpha people,
like they're all like the ones that are behind this and have been hoarding
these for months.
They know they've been waiting for this,
preparing for this.
So it makes me think the right people are in it to pump it.
And I like for me,
I'm sitting here 0.01 for uncommon.
I could see these on Magick unit for maybe like a 0.02, 0.03 right off
And then we'll see how like the pump happens after the influencers start
chilling in their bags.
So kind of how I see it.
Panda's up here.
What's up Panda?
Well, you got any thoughts on these uncommon or are these commoners
or what's on your mind, bro?
Yeah, that's good guys.
Yeah, no thoughts on that.
I haven't really double in,
double into it.
Oh, you came up here.
What's haven't talked to you in a while.
What's up with you, man?
What's what?
How's ordinals been treating you?
You got any alpha forest or no wise or anything like you came up
just with the hamster racing back in June, man.
That was a call.
I'll never forget that.
I will never forget that bro.
No, that was funny.
Yeah, no, just been busy working.
You know, I mean, I have my own my own collection.
That's basically like the mint is live right now.
Actually, we built out like our own back end because I didn't trust
any of the punch pads.
And yeah, like, you know, it might be like entirely free as well.
Like right now, just been hand curating people, you know,
it's like basically gift like these 3D rigged assets too.
And yeah, I mean, like if that resonates with like anyone here,
you know, you can hit me up and you know, we could be friends.
But yeah, just going to be start like pushing more of the content
there like specifically what people can do with the assets, you know,
like especially now with this whole like nifty island thing,
people are like, oh, cool.
I wish I could bring my character in only their characters are 2D,
you know, images from the shoulder up.
So they'll have a hard time doing that.
But yeah, I mean, just seeing a lot of the tech coming out,
I think it's going to be interesting.
You know, the whole Apple headset and yeah, I mean, obviously,
like I have you guys like on the access list.
But yeah, I mean, just wanted to come like give an update.
You know, I appreciate it.
Chief, have you seen like you talked about this yesterday.
We're talking about metaverses and shit, but this is going crazy.
This power world.
The modder who put Pokemon into power world has claimed Nintendo
has come for me after a takedown of the tweet teasing
Pokemon's Ash Ketchum in place of the character player character
as well as famous Pokemon such as Pikachu replacing power.
Oh, pal, like you talked about this yesterday with me.
Have you played the game?
It seems like it's taken over.
The game is ridiculous.
The game is fucking amazing.
Like legit amazing, you know, I mean,
and I'm a huge fucking Pokemon nerd and this hit all the spots.
Imagine you and your Pokemon going to beat up other Pokemon,
you know, so instead of sitting there and making Pikachu fight
Blastoise, you get to walk up and punch Blastoise yourself,
step on his toes.
You know what I'm saying?
Like you get bazookas and shit.
So amazing fucking game.
This is kind of what double was talking about too.
That really fucks up these idea of web three games.
And none of those people know shit about shit.
No one cares about owning assets.
And does this come with NFTs and hey,
are these Pokemon actually my Pokemon?
And this game has more downloads and active players.
I think it's two times Counter Strike 2.
It's like approaching 1.1, 1.2 million.
And that's like it broke every Steam chart.
Anyway, this kind of goes back into what we've been talking about too.
And I talked about with the shrooms.
Nintendo doesn't play, dude.
Like at all when it comes to DCMA's.
If they know they can win and they have it clear as fucking day
that they can sue your ass,
they've never lost a DCMA case.
Ever, ever.
They're going to come and it's going to be the long dig of the law.
And, you know, it's just, you don't have enough money to win.
And that's the reality of it.
And that's why they win because they can litigate forever and you'll lose.
So I know that the shrooms didn't necessarily make that kind of a splash,
not just yet.
But I have talked to people and, you know, just hearing opinions from lawyers
and stuff is if it isn't pixel by pixel perfect
in a sense that they can go and compare one to one,
especially if it's pixel art,
you have a chance to kind of be in that obscurity.
And since Nintendo has such a high record,
a flawless record at that,
they're not going to risk something they know they can't win.
But when it comes down to teeter tottering and, you know,
as more people try to use Bitcoin for this kind of stuff,
I'm definitely interested to see how that first case goes down
just because of how quick they are.
Mind you, this Power World game came out on the 18th.
I think this mod went live yesterday or the day before
and we have a DCMA already within four to five days.
So that's how fast shit moves
when you got the kind of money that Nintendo does.
Yeah, I'm surprised that Web3M effort didn't think of this before.
We're all about, like, putting IP in games that are recognizable.
I'm surprised that some Web3M effort didn't build this game
before some Web2M effort did, personally.
But everybody's talking about it. It's pretty cool.
It's pretty funny, but I think we brought it up.
And I was kind of sad that there is no place to turn
or no token to be earned here.
I was like, dude, I thought at first I was like,
dude, someone put a Web3 game with Pokemon on.
This is going to be huge.
Maybe this is the winner.
What's the token?
And everybody's like, no, it's a Web2 game.
I'm like, oh, fuck, bro. Like, I missed my opportunity.
No, I know that they've been talking about coming.
I mean, Omi mentioned it.
And, yeah, we're just waiting to see how it comes out in the rollout.
I mean, I know it's going to be a small collection
from what I've been told.
And they're bringing a couple of their OG's over
and, you know, trying to tap into some ordinal native communities.
So we'll get some more info as time goes on.
Didn't they already have ordinals collection?
Yeah, they inscribed, I guess those are what?
Probably going to be the parents, I would assume.
And those were early inscriptions as well.
So it's kind of like they came over and made their mark kind of.
Yeah, this is something that we want to do in the future
or potentially when there's the ability to do a full blown rollout.
You know, so that's that's one of the biggest aspects of ordinals,
in my opinion, from artists to project owners,
founders, creators, experimenters.
You can start putting some of your work
the day that men pulls low as you're developing this
and you string it together and say,
hey, this inscription is mine.
It's a part of this collection.
You can say that a year from now,
two years from now, three years from now, right?
You can cook at your own pace and kind of reference as the tech grows.
And literally you don't have to share with anyone.
So I think that that's the best part about ordinals
because it allows teams that have intention or foresight at least
to start making moves through foresight
and just allow intention to develop and build.
So I do got something.
I have that pen actually, the Oni Force One.
It's an orange kind of just a graphic, I guess.
I don't know.
I mean, it clearly shows that they're coming to ordinals,
but we'll see how it goes from there
and we'll see if we can get some more info.
We said, what's up?
What's up, Steven?
I haven't said it.
What's up to anybody that came up?
And then we'll say what's up to English,
and then we'll move the ball.
GM, what's poppin'?
Hope you guys are having a good morning.
Got plenty of stuff that I'm happy to share with you guys
this morning across art
and a couple of other really interesting announcements
that I found that I don't think you're yet on the Xbox up above.
So bring you one right now and I'll pin up a post about it.
We'll turn the folks back to art later.
But this one will be pretty quick.
Obviously, we know how inscriptions changed the game on Bitcoin.
It's certainly made an impact on ETH2.
Soul, in my opinion, who cares?
But the big news across the last 24 hours
is we just saw the roll out of a new inscription meta protocol
over on Cosmos.
So this has been rolled out by Delphi Labs and Astroport.
They're calling it Asteroids.
So these inscriptions essentially unlock a really big upgrade
for Cosmos because, natively speaking,
Cosmos has not had NFT or like fungible token support,
but this actually adds support for both.
So they're now going to have NFTs natively on Cosmos
through an inscriptions meta protocol
and support for what they're calling CFT20 tokens.
So I'll post this up in a little bit.
I just got the main article and I'll be pinning it to the top,
but this is one to get ahead of.
I've definitely got a lot of reason to believe
that this is something you're going to want to focus in on big
and do some research for.
Yeah, I had this last Wednesday,
but our space got shut down and just got buried in my bookmarks
and I forgot to bring it up, but yeah,
I saw this last week and I think there was also some way
if you did early inscriptions,
you got airdrop more of what their version of BRC20
is on Cosmos where I think it was called Ninja or something.
So yeah, it was definitely very lucrative
to be early to this last week, but the space got fucked up.
I forgot to bring it to you, so that's my bad.
But yeah, I learned about this last week
and just got buried and it was kind of complicated
and I didn't really have a very good understanding of it,
so it was pretty hard for me to articulate it
other than just kind of reading the thread,
which was pretty long, but that's something big.
I saw Rip Cash on the Mint schedule today.
You know anything about that?
He seems to be a pretty hot artist.
Oh yeah, so Rip Cash, everybody should hopefully have them
on their radar by now,
but it's done a lot of really great artwork
in Pixel space especially.
A lot of focus on surveillance and Big Brother watching.
He is working with, I believe it's Particle Collection
on a 64 particle drop of an individual piece from Rip Cash's,
I'm drawing a blank on the name.
I think it's Neutral is the series
and the entire premise behind it is each of these
is like a fractional piece of ownership on that piece
and all of the owners are going to come together
and have the opportunity to vote on whether or not
to scratch this physical piece from the collection
to redeem, because it has like a scratch code on it,
like if you scratch off a little segment of it,
it will reveal a code where you can then redeem it
and basically convert it to an NFT,
so they'll effectively take ownership of the NFT version
of it and make decisions.
Really quick, Stephen, sorry, breaking news.
Bendow is hacked, don't go click Bendow.
I mean, I don't know if any of you guys are out there
taking loans and shit like that,
but yeah, don't go click that and go claim and check
or anything.
Are people are going to start flooring apes
because they got stolen and got hacked?
Yeah, it's just something super sus.
All the comments are turned off.
Come check right now that we have 250 million
that we've allocated, so check your eligibility
and claim now, but all the comments are off,
so just be careful.
Sorry to cut you off.
Wouldn't it be crazy if this is the way that pudgies
flip board apes is by a Bendow hack
and they floor all the apes to 19,
and that's how pudgies flip them is off a hack.
That could be a story.
Go ahead, Stephen.
They're all good.
That's really the entire story on that rip cash piece.
I'll post, if you want to have more info
and look more into it on the actual mint info,
I'll make sure that I post up my weekly mint list,
which went live yesterday, to the top.
That has all of it in there for this week's content,
but I've got some more mints in there
that I definitely can come back to later
that I think are worth having on your radar,
but I'll definitely cut it off there for right now.
Thanks for keeping us updated on the art scene.
You're our professional art expert,
so I rely on you to inform the community on everything hard,
so I hope that pressure doesn't mount too heavy on you.
It's a big task.
We got English up here.
I haven't talked to you in two days.
It feels like a lifetime.
How are you doing, English?
Dude, I'm playing, man.
I've taken on probably more work than I should,
but I'm currently grading these submissions here
for the cats, and it's kind of interesting.
Other than that, I don't know if I have any alpha for you guys.
I don't know what's on my radar these days.
Well, I mean, I don't know if you guys have talked about it,
but I will say this, and I am affiliated with the project
or whatever, but kind of bullish on what I'm owning for,
so again, disclaimer, I am working for them,
and it's not really private information.
They haven't mentioned their ordinals collection,
so I'd be looking at that.
I don't know if you guys have chatted at that.
What about that at all or not?
We just brought it up.
I was asking Chief about it,
and he was acting like he didn't know shit,
so I guess I asked you.
You know anything about it?
Is it parent and child inscription?
I'm not going to talk about it,
just because I don't know what's public in terms of,
I don't think much is public.
From what I've seen, I'm pretty bullish about it.
I just think based on the art that's going to be there
and the price points,
I think it's just kind of going to be a no-brainer
in terms of the whole thing of people changing their PFPs.
I don't think on Bitcoin there's many projects
that people are just happy to rep from an art perspective,
so I think there's just a big appetite for that.
I don't think that Bitcoin Frogs really does that.
I do think Node Monkeys does that.
I think OMB does that,
just from an art that's unique.
Obviously, floor price matters and community
and who you rep, all that other stuff,
but even if you enjoy the community,
even to high floor price doesn't mean
that you're going to be changing PFPs
and people want to kind of rep that.
This kind of brings that component,
a brand that people know and trust,
and just talking with the people involved.
They come at this with a very humble approach kind of there
and to stay there,
as opposed to maybe some other projects
that kind of just wanted to make a drop,
make some money,
and then bounce, definitely not those vibes,
so pretty bullish thing.
Yeah, from what I saw, too, it looks pretty nice.
I mean, there's nothing really anime-related in Ordinals,
so we'll see how that kind of develops.
It's just the idea of PFPs.
What do you guys...
What do you guys...
We got Steven up here.
We got English over here.
We got you up here.
I heard people talking about this Harto Ordinals project.
It's probably called Flora Forms or whatever.
I don't know if we had a discussion on the show about it,
but I don't know much about him,
but his name does sound familiar.
I know I probably sound like a dumbass.
No, he did the Golden Compass,
and he has a couple...
Yeah, the Golden Ratio.
I'm sorry.
The Golden Ratio,
and he has a couple other drops as well, Sats,
but they've all done pretty well.
I'll let Steven go.
Just a little information I found on it that I'll read is,
Art-based dropped on BTT, almost confirmed free mint
and supplied to be announced.
It doesn't have any tweets.
This is just an old writing up,
but you notice that it has 3.4 followers.
3.8 followers.
It has crazy support from big people from the space.
Because the artist Harto
and his last collection reached 0.5 BTC only a few weeks ago.
That's kind of my information that I found out about it,
but Steven, what else do you know about Harto?
I'm a really big fan of Harto.
I have some of his work over on ETH
and was not exactly super deep into the ordinal gen-art
when he launched Golden Ratio,
but I followed it very closely when he did launch it.
There's definitely a very significant following
in terms of a collector base over on BTC.
I would be trying left, right, and center to get in on this drop.
The drop itself is called Flora Forms,
and it's actually in partnership with a bunch of really, really big backers.
It's being put out there in collaboration with Belvedere Museum,
which I do in fact believe is connected to Belvedere Vodka
in case you have proclivity for libations.
But yeah, it's going to be very, very interesting to see how this one develops.
I expect it to probably be a cook.
I'd probably almost put it like at a 75% to 85% expected to cook ratio.
So if you hold like a Golden Ratio,
that's possibly your only way to get whitelisted.
Do we know any ways to get on the whitelist?
He does take care of his speedball.
I'll throw that out there.
Yeah, 100%. He's very, very well known in particular.
I can't remember Steven, so I don't know what he covered,
but just kind of like Chief said,
I actually think out of all like the art projects,
his stuff seems to be the most well received.
I don't know if it's just his name on there
or people really like the art,
but like of these like people that have dropped art,
his has been pretty sticky.
So I don't know the collection size.
I don't know anything, but I feel like it would do well.
I don't know what the mint price is, the collection size,
and I'm sure Steven went over all that,
but those Golden Ratios really like,
they sat like at 0.01, 0.02 for like a long time.
And then during, I guess,
like just a run of ordinals kind of getting more traction.
Frogs ran and some other stuff ran,
and the art ran after that.
And it went to 0.2, those Golden Ratios,
and I think it's still like at maybe just under 0.15,
they've held fairly well. I think people like value them.
I was never a big fan of like Mulan's collection,
her pixel project, and I know that ran to like 0.5,
and I don't know if they retrace,
it's a smaller like 100 collection.
I know that was like really early on and people liked it.
I think long-term this Hardo brand on ordinals,
probably will continue to do well
if it's continuously received like that.
I know for instance,
NFT stats was pretty well versed in art blocks and stuff.
He's like, this is exactly what you would be seeing
on art blocks, but if it was dropped on art blocks,
it wouldn't have like this 5E floor that it ran to.
And I'm just using it as a comparison
because that's what's on art blocks.
These I could probably be like 0.5, 0.1.
So it's nice to see this kind of quality of work
that's art blocks style, art blocks quality,
being well received on ordinals
just because there's like that appetite for it.
So I would say that if you've been wanting art blocks
on Bitcoin and not necessarily the art blocks ecosystem
or the name or whatever,
but you want that quality stuff that gives you that exposure.
And so I think that's the thesis
for many of the collectors as well.
Yeah, I've been hearing people talk about it
and I'm just like, bro,
I haven't seen any ways to get involved,
but I would imagine just having a golden ratio
probably the best bet.
And maybe buying some vodka
and doing a video of you getting drunk
or something possibly to help you out.
There's going to be more ways to get involved.
I know that there is going to be a white list for it
that they're going to announce in a bit.
The project itself, Flora Forms, their account
has gone from roughly 200 or 150 follower base
up to roughly, what is it now?
Oh yeah, 4,800.
So the thing definitely has taken off.
It's getting the attention that it deserves.
So I'd keep an eye out for it.
They'll announce more shortly
and I'll make sure that I update my weekly event list
for you guys to give you the most updated info on it
as it comes out.
Hopefully you can appreciate it.
Hopefully everybody can hear me now.
I dropped down and came back up.
Yeah, everybody can hear you.
It was just me.
I do. I appreciate that, Steven.
So Meow from Jupiter Exchange
has been talking forever about how he wanted to launch
a meme coin before the launch of Jupiter Exchange.
And yesterday he said,
LFG Launchpad Beta to launch a fun coin
managed by Ovals this week.
So I would have Meow notification on Ovals,
all that shit because I feel like this meme coin
is going to come from the Ovals community
and it's probably going to be a cook,
from my understanding.
So this meme coin everybody's been waiting for
seems to be launching sometime today or tomorrow.
I don't know how you're going to get it
or how it is.
Maybe it gets airdropped.
The Ovals price is up crazy
based off the speculation they possibly get
airdrop of this token.
So definitely keep your eye on that.
And then obviously Magic Eden came out yesterday
and announced the NFT token, the non-fungible DAO.
Tyler posted this yesterday about how the magic ticket NFTs
have gone parabolic since the announcement
and people are speculating that these magic tickets
are going to get you the allocation of NFT token
when the airdrop comes around.
I don't know much about any of that,
but a lot of speculation going on of Magic League
launching a token.
What are rewards?
Are they just going to use NFT DAO
or this DAO with this NFT token to do the token?
It's pretty interesting.
And then I guess today we're also waiting
possibly for the basey kind of announcement
of them migrating over to the Royalty Enforcement
Contract on Magic Eden too.
So a lot of big things happened on Magic Eden
and Seoul and stuff like that in the next this week.
But Josh, your hand's up.
What's up?
Today, the list on the Jupyter airdrop
and the Oval Partnership.
I'm not like, today's like a rumor
from like my channels that they are probably
not going to get an airdrop
and that it's just a teen taking care of it.
We'll see.
We'll see what happens.
Also, I think a lot of people are sleeping
on the Jupyter airdrop.
Even if you're not eligible,
by looking for Solana projects
that are really undervalued
and well known in the States,
that would be another way to play it
because everyone's going to get
their skinnier from Jupyter
and they're going to spend it on projects
that they like and they're deleting.
So I've been kind of like
between lading some projects on Seoul
like that environment cloud
and the Dadaos, for example,
kind of like low-value assets
that people are going to pick up
when they get the airdrop.
So I think that's a big play
because it happens on the 31st.
So you all still have some time.
And yeah, this launch
I'm very goal-less on
and I'm just, you know, just great.
Yeah, I think this is going to be
a nice little stimmy for the Solana market.
You'll probably see a nice little bounce
after the airdrop of NFTs and coins
and protocols on top of Jup for me.
I know that there's like
three other community drops after this
and I think they're going to do
some kind of blur thing
where if you stake your Jupyter
right off the bat,
you'll get more allocation
to the second and third airdrops of Jupyter.
So I don't know if I'm going to sell mine.
I actually think I'll just probably stake it
and try to get more Jupyter airdrops
as they drop those as the year goes by.
That's kind of how I'm going to do it.
Miyagi, you and Mike there
before I threw at the Josh,
you had something to say on this, bro?
Oh, yeah, I was just going to double,
just like kind of reinforce
what you were saying about the magic ticket.
There's different tiers of them.
There's like a degen ticket, a normie ticket,
and they go from tiers like one, two, and three.
So definitely, I'm actually doing the research now
as to what they get us,
but I just wanted to let people know
that there are different tiers that you could get,
and then maybe when it comes to the airdrop,
that'll be like a multiplier,
different allocation, et cetera.
Yeah, that's the hope.
I mean, I don't know.
I mean, I guess this DOW, what is it called again?
The non-fungible DOW.
They're basically letting the DOW
basically take over like what's going to happen
on like an open protocol.
So I'm guessing that if you want to get Dojianals
on magic eating,
or you want Cosmos NFTs on magic eating,
you have to go through the DOW
and do proposals,
and then they'll vote if they want to do that.
Is that kind of what I feel?
Yeah, I don't know if you guys are just like
beating around the bush
because you guys haven't thought about her on purpose.
Do y'all not see the dots and the stars aligning
as to why there's a new wallet
and how the new wallet's going to potentially
grab market share with this new token
that they just launched
that is going to 100% decide the future of magic?
Am I the only one connecting all those dots,
or did we just have to spell it out
for everyone in the crowd?
Yeah, spell it out.
Well, it's funny, Chief,
because that's what I was thinking too,
but nobody else was saying it.
Yeah, dude, why do y'all think
I've been hounding you guys
to check your fucking DMs, bro?
Well, I mean, like, is it out the blue?
Like, what the hell?
I mean, dude, this is all lining up.
It's confirmation of why they have a new wallet.
How are they going to take market share
from these established projects?
How are they going to sit here?
So, I mean, come on, guys.
That's the point of the wallet.
So if I were you, I would go in my DMs
and see if you were lucky enough to get one
and check and sit there and set yourself up.
I mean, don't blow shit off
because you don't think it's going to be anything
because people aren't talking about it.
But, I mean, once again,
that's how the stars aligned in my eyes,
and I've been testing this wallet
for the last two months.
So that's why, I mean,
I'm kind of throwing this out there.
If you didn't connect those dots,
let me connect them for you.
A brand-new token was just birthed yesterday
with Magic Eaton's full backing.
They have a brand-new product.
The little rewards guy is all over their timeline.
I mean, I don't know, dude.
Seems like the beans line up to me.
Yeah, well, so I also agree,
and I think it's going to be on, like,
a multileveled value back to the holders
because, like you said,
you have the Magic Eaton wallet,
then you have the diamonds, right?
You have the reward diamonds,
and then you get those diamonds
from, like, the volume that you create.
So I think, like, it's going to be a combination
of all those things,
and then, of course, those magic tickets, right?
So there's, like, so many different things
that Magic Eaton got going on,
and if you have a little bit of everything,
like, you know, if you start trutting out the wallet,
have a little bit of volume, maybe get a magic ticket.
I think you're setting yourself up
for, like, a guaranteed, like, success.
Yup, I agree.
Corn up. What's up, brother?
Good morning.
Hey, good morning.
Discussing that Magic Eaton beta wallet.
Do you guys think it's better?
I mean, I've connected my trading wallet.
Do you guys think it's better to load up the beta wallet
and start trading with that
or just continue trading with my X-Verse
and I'll still get rewarded or probably not?
I think it's a combination of both.
I've been kind of using it as a vault.
I mean, I would say in the last, what,
two to three weeks, it's gotten better.
You can go on the Magic Eaton wallet
and set it as your primary,
and it'll literally override any click you make
and trigger the Magic Eaton wallet to pop up.
I would have a backup, though.
So yesterday, for example, during the boozement,
the Magic Eaton wallet just didn't pop up
the signature thing for me.
So I have exported the Magic Eaton wallet into an X-Verse
and I have it there in case I need to do anything
or I need to sell from that wallet for some reason, right?
It's a beta.
So just think of it as that
and use it as a beta in your mind, right?
But I have one wallet specifically there,
like I guess a dress that's just a vault, right?
So I'll buy stuff on X-Verse or whatever it is
and then I'll just send it in and just use it that way.
So I really like it.
I've been doing swaps inside.
When I stabilized my port, what,
like three or four days ago,
I did it in the wallet itself from BTC to USDC
and you can do everything in there.
So I like it.
You do have to join a specific server if you want support.
So make sure that if you're gonna be a heavy user
on that sense to where you're moving a lot of money,
at least have somewhere that you can reach someone
if some shit goes bad.
They're pretty good at just getting back to you.
But yeah, that would be just my suggestion.
If you're gonna just try to do transactions,
like in terms of transaction volume
rather than amount volume,
then go ahead and use it as a burner,
keep a little bit in there.
You don't necessarily care about getting in the Discord
or whatnot.
But if you plan on using it as a main or a vault
or anything like that,
set yourself up a second version inside X-Verse
if you need to do any kind of immediate management.
You know, I'm glad you mentioned that, Chief,
because that's how I plan to use it predominantly.
So even though there's like side shift
and all this other stuff
where you can send your BTC to an exchange
just to have like in your wallet
or you can just dump whatever it is, whether it's BTC.
I know like Soul and ETH is easier.
So I'm using Bitcoin as an example,
but like if you're looking for like,
you know, I was looking for ETH to BTC
because I wanted to buy some like high priced ordinals
and I had a good amount of ETH,
but I wanted to sell ETH high,
switch to a stable coin
and buy it easily with BTC.
Like just I think having less friction
and having to go to like an external site and do this,
you just click one button.
Like it sounds like I'm chilling for them,
but you know, I just really like the product.
I think it just makes life that much easier
like to have stable coins essentially.
At least I know that it already exists or whatever,
but it really just in from a user standpoint,
it's pretty easy to do that.
And if you accrue points for doing that
and you're able to like benefit off
like longs and shorts and all that other things,
it's just that much better, dude.
So that's the main reason.
That's the main reason I'll use the wallet.
Obviously points too, but yeah.
No, it was, dude,
because now I don't have to put a VPN on for side shift.
I don't have to do any of that kind of stuff either,
you know, so that's one of the benefits too.
It's like you can transact and do everything
as if you're just doing the wallet.
I mean, ultimately they're,
I'm pretty sure they're just going to be on mobile.
So all you fucking phone agents
are going to be able to do swaps
and do everything like that.
I know there's already, you know, uni swap,
but there's not a side shift
or anything like that for cross chain.
So I'm going to keep in mind, once again,
it costs you absolutely nothing.
There's hints and rumors of a potential benefit
from using it.
So I see no downside in setting yourself up
for the opportunity of something.
And yeah, that's it, man.
On that end,
and they just been teasing really hard this week, so.
Did you see the announcement of them
allowing bulk transfers now on Magic Eden?
I don't know if you saw that.
How does that affect things?
Learn how to use bulk transfers on your ordinals.
Pin it up top.
Is that just basically,
you could click on all your ordinals
and then transfer them to another wallet
without singly doing them each one
and just do one transfer fee
instead of having to do each thing?
Yeah, I have to test this out.
I mean, you could always do up to 10.
I don't know if this is new
extended or they did more.
You can do like, I mean, more than 10.
But before you could roughly do about 10.
I mean, it was glitched.
So you try to do like nine or something,
you know, like right under the limit.
But you can do before you can do
a certain limit of bulk transfer.
Yeah, I saw that as an update too.
So that's interesting.
Magic Eden,
it seems like this week's going to be
pretty big for Magic Eden.
They got a lot of stuff going on.
And they're kind of just dominating
the marketplace game here.
Like if you're on,
you're using multi chain,
you're probably using Magic Eden.
If you're using ether,
you're probably using blur stuff.
They've been killing it.
They got, you know, people on spaces.
They got, you know,
they're like kind of the cool kids.
So Magic Eden definitely someone
you're not going to want to fuck with.
If you're definitely launching some kind of wallet,
our NFC marketplace in 2024,
you're going to go against the big boys.
And that's Magic Eden today.
But anything else you got, Chief?
I got, I got some stuff here.
I just wanted to ask you if you had anything lined up,
but just kind of showing you that we're kind of our bearish yesterday.
People, you know,
posted a Harambe with a dick, you know,
dicks out for Harambe.
And I woke up this morning,
and the price didn't pump at all.
Typically when people talks about a shit coin, it pumps.
So it just kind of shows you that,
like we kind of market we're in,
like where stuff like this doesn't pump.
The shit in it, really?
I thought, damn, I was like,
I knew it was for a shit coin.
I thought that, you know,
it was definitely going to skyrocket.
It's interesting that it didn't.
It was pumping and dumping.
It's going down to like 10 million,
goes up to 20, back down to 14, up to 16.
Like this market,
this fucking coin can't find a kind of like any kind of support at all.
The Clippy one.
I woke up this morning.
Did you see that one?
Yeah, the Clippy one, they're rugged.
Dude, that's, yeah,
this shit's so wild that these people are getting like,
windows hopped on their post and then they pumped like crazy.
And then now, apparently they run.
Yeah, I've been hearing a lot of stuff about Harambe in the background.
I'm not exactly sure what's happening with this fucking token.
People like something's up like crypto Wasta,
which is someone I follow has been bull posted fucking Harambe
for the past weekend.
And he's like something's up and all these belays or something up.
I don't know if it's just getting dropped the saga holders.
Or if there's some, I don't know what's happening with this token,
but a lot of people that are smart with these shit coins are talking
about it as like they're bullish short term or long term of this token
looking at like $100 million market cap,
which would be crazy.
We talked six months ago,
like typically a soul shitter would only get to one to 2 million.
But now after like dog with half and bump,
these are getting up like 250 million.
So I guess all the,
the shitter influencers are now saying Harambe is the next one up.
And this one's going to a hundred million.
I don't know if that's sure or not,
but the people that I followed for shit coins are all bull posted about
Harambe for some reason.
So, and then people post about it.
I'm like, what the fuck?
I'm limited in a simulation.
Like this is definitely a simulation now, but yeah, Harambe.
And then we had Luca nets yesterday post something saying Sunium.
I don't know.
He has like this oxygen tank and like it's drawn next to a pudgy penguin.
Looks like a Mo like a Mohawk one.
And it has this little glass eye thing next to it.
It says Sunium.
I don't know if like soon you possibly could play the pudgy penguin game
or what's going on,
but expect some kind of announcement relatively soon with pudgy penguins.
The fact that Luca is actually out here posting, you know,
announcements for announcements makes me feel like someone's coming down
the pipe sometime, you know, in the next week or so.
So that little VR glass thing makes me think that maybe it could be
maybe like a demo or something for the game.
Like that, that, that's also drawn on there to that little side.
I think that little purple thing that looks kind of like a VR glass.
It makes me think something VR related or something involving the game
could be announced.
But watch out for pudgy penguins this week.
This will probably dump the price.
You'll get more information and everybody's like, oh, I'm bearish.
Back down to 12.
But yeah, we'll see how it goes.
Steven, go ahead, bro.
So I don't believe you guys talked about it.
You may have talked about it before I got in here.
So just to double check to make sure we're not doubling up.
Have you guys discussed the conclusion to Sotheby's auction at all?
I definitely wanted to talk about it.
I saw some stuff from NFT statistics.
So I'll pin that up top.
But give us a breakdown of kind of the winning bids
and how much all this stuff went for kind of the top ones.
I'll pin up the thing from NFT statistics while you're talking.
I'll keep it pretty concise for you.
The natively digital auction that Sotheby's was running for ordinals,
which was curated by FAR, closed up yesterday.
Net-of-net, they were looking at about $1.1 million in sales, which is dope.
The piece that took the top spot was the Genesis Quantum Cat from FAR.
It sold for $254K, which is crazy.
I knew it was going to run in that last day.
I just didn't know it was going to run that hard.
So I think it's a pretty solid indicator of things to come for Quantum Cats.
We saw rare sats of all things take up 25% of that volume,
which I thought was really cool.
That black sat in particular, the rarer one,
went I believe over $100K, which was awesome to see.
Then you had pieces like benediction,
which I know a lot of people were watching from Deslecrest,
ended up selling for $95K, which was three to four times.
This is what Sotheby's had estimated its value at.
But other highlights, of course, like you had artists like ShrimpToshi,
Asprebugati, Nullish, Popoke, Xepinata, Rodexane,
and NodeMonks concluded their auctions as well, all above estimate.
Then in an actual historic moment, which I thought was really, really cool,
we saw the first ever poem sell as part of this.
Sotheby's in its very, very long history.
It stretches back to the 1700s.
It has never sold a poem at auction.
Anna Maria Caballeros, her poem Chord,
sold as a piece of this auction for $11,500.
So nice to see not only that it's history for Bitcoin
and Ordinals making their way into Sotheby's auction,
but also really cool that they made actually a little bit of history
for an entire genre of art.
So pretty stoked about that.
But yeah, that's your quick catch-up on the Sotheby's highlights.
Pretty interesting to see the Quantum Cat,
the one that go up the highest,
which is kind of like the newest art that everybody saw
whenever that auction went live.
And they got the highest bid.
So it's definitely cool.
What did the NodeMonkey's gavel go for?
Is that the cheapest one?
Or where did that end up?
I didn't hear anybody talk about that.
I believe it ended up around...
I can't go get the actual number because I...
So fun fact about this on...
I bitched about it on everything Ordinals yesterday.
Sotheby's made it impossible for you to go see
what these actual...
Actually close that unless you have an account with them.
But I managed to dig it all up.
It closed...
For the NodeMonkey honorary, it closed at $9,525,
which I think is an absolute steal.
I thought it would definitely be more than that.
That's crazy.
That's like what the floor price is,
or a little bit over the floor price of a regular NodeMonkey.
So definitely a steal.
I'll go through with the English
since he is on the Quantum Cat team,
and probably notes far personally,
and then I'll throw it to you, Papa.
What's up, English?
Well, I have met Far.
He's a great guy.
I wasn't going to say a broader thing.
It really has nothing to do with the cats.
I generally like to not comment on projects I'm associated with
from a specific standpoint.
Well, we just need to take you up the stage
because you're associated with every fucking project
in the normal space.
So we'll talk to you tomorrow, English.
Well, no, but I will make a comment
just because you brought up NFT stats,
and this is not directed at NFT stats
and I respect as much as NFT stats, which I absolutely do.
When there's non-ordinal people giving you advice,
I mean, it's okay.
They're all right to give you their take in general.
But I was chatting with him on a space,
and he's like, oh, well, we don't really know
if some low inscriptions matter.
And it's like anybody in ordinals
understands that there is value there.
And he's like, well, he's like,
I'll liken it to like punks, you know?
And then he's like, you know,
we know punks have value for like seven years.
So like that's what I have there.
Like we only have like less than a year,
so maybe in five years.
And that's kind of a valid point.
But it's an outside perspective.
And this is what I'll use the example,
the same way that somebody can go and say,
hey, I've tracked baseball cards for 50 years,
so I know there's value.
There's no value in NFTs,
because there's only seven years of data.
So like you can always pull back the curtain
a little bit further.
And the reason I kind of say this
is because like he also mentioned like with like RareSats.
He's like, oh, well, you know,
he's like somebody just made this up
and wrote like a medium article.
Like RareSats existed before inscriptions
and the person that made it
is the guy that made the protocol.
So if you like believe in the protocol,
so I don't think he's doing it like nefariously or anything.
It's just somebody who tracks the market,
tracks Solana, tracks Ethereum,
tracks Ordinals,
and really doesn't have a deep dive
just because you have limited bandwidth.
So I understand it totally.
So I'm just saying like when you get reviews
even from trusted people,
like maybe lean to the people that have been in Ordinals.
Some of them will be skewed because maybe they're maxis
and they do kind of things.
That was just something that I kind of thought
off the top of my head that like,
if I was outside of Ordinals
and I would go to a trusted person,
that's what I might think.
And it just happens to be kind of wrong.
I'm not saying that there is value for RareSats.
I mean, as far as projects go,
obviously there's a market value for these Sats.
So you can just see them in real time.
And there is value.
Will they hold value over time?
I think so.
There's a project that has these Sats,
makes it more valuable.
I actually lean towards no,
probably depends on like the story that you weave into it,
but I don't really think it's fundamental to that.
So I just say that like for me,
to me, it's a no brainer that,
because we've seen it time and time again,
and I'll bring this back to the auction.
This particular one sold this cat at the same price
that the Protoshroom sold.
So what we're seeing here in this auction is
the max value that we've seen as a sub 100 in Sotheby's
and Ordinals in general, 200K.
And that was part of a collection of sub 1K
and it's probably one of the premier pieces
in that collection because it's a Protoshroom.
It's like the rare of the rare collection.
And so now we're seeing evaluation.
So I'm not saying that the only things
that hold value are low inscriptions
because obviously we just saw something
that's not low inscription,
not parent child and is fetching that.
So I think we're seeing that shift
because I would agree with most people
that say that it's not only Providence
because you can have art in Providence,
but you can also have team execution,
brand, all the things that we've been accustomed
in modern NFTs because you can't recreate autoglyphs.
You can't recreate fudenzas.
Those are kind of classic standard test of time.
We have that on the Ordinal side.
Everybody kind of wanted to collect those early
so they can store them for value.
Now it seems with this particular auction
we're moving away from just the focus
on early and art in Providence
and we might be shifting towards an era where we're seeing,
okay, that whole time is done.
Maybe there's a couple collections sub 1K
that haven't been allocated.
Now the 10K collection with node monkeys is out
like all the low inscription 10Ks are out.
Let's move on.
We're going to start valuing this.
I think it's important to note that there's no comps for this.
You can't just say this is a sub 1K.
They typically go to two to three BTC.
So we'll price it at that.
There is no comps for a second generation,
one of one from a team that's kind of seen
for the most part as being one of the few players
in that ecosystem that are like the top teams
you want to be associated with.
So I think it's actually a pretty important time for Ordinals
just because we haven't seen this price discovery
on a non-historic NFT.
You want to call it historic for the low inscriptions.
Yeah, like if you want the real information,
you come to English.
He's the NFT statistics of Ordinals.
And he's going to use that information.
No, you're going to use that information.
You're going to go get a degree.
Cornell University College Scholarship Program.
It's funny you said Cornell.
I lived in Ithaca for 10 years.
Well, they're just now approved a scholarship program
for the very first Bitcoin focused degree.
So you're going back.
You're going back to Cornell and you're going to get the degree.
Yes, that's actually true.
You said that joke.
That is actually a true story.
She said that I didn't get a degree.
No, that's a true story with everybody in this space, my guy.
That's the true story.
That's why we're here, right?
Anyways, I love NFT stats.
I'm just saying that it wasn't really about him specifically.
It was just about, you know, there's a lot of people
opining on ordinals that are not ordinal specific and that's cool.
They should cover it.
I'm happy that they're covering it.
It's good for ordinals.
It's just some of the people that have a little bit more knowledge
just because they've been in the trenches.
They've been talking that they understand the market in a nuanced way.
You might want to talk to some of those people or get your information.
Just this is an alpha show and we tried to direct people in the right
direction.
So I just wanted to make that caveat.
If you want to get it, you know, I don't, I don't really talk about Solana
because I don't really know Solana.
Like I have my, my general like assumptions, right?
But they're kind of limited in scope.
And so I was just saying that when you have these people that are big
names, but they might not have the same understanding.
You might want to take everything and make your own decisions
regardless, but I just wanted to put that caveat out there.
I was just kind of super hyped about something and then it fell by the
waist type three months later.
And I see that a lot of people kind of feel the same way about ordinals,
but I think ordinals isn't a project.
It's not even a meta.
It's like a brand new thing built on top of Bitcoin.
So it's kind of like, yeah, it seemed like it was a fad,
but then it kind of like gave birth,
a brand new like revival to it like three months ago.
A lot of people that are fading it before still fading it poking holes
in like the flaws with the rare sats and,
and everything else.
And they don't believe it because they've been in this market and
they've seen things come and go,
but I think ordinals is here to stay.
And I just think he's kind of just have some PTSD with other things
that came and go in.
Yeah, I don't think that I mean,
I understood his point because he is right.
So just because we value low inscriptions now,
we don't have enough data to say,
Hey, we are going to, to continue to value that.
I don't agree with it, but I understand his point.
And I think that's a fair point.
But if you're going to go and say that that's a fair point,
then you have to also say what he's dedicated his last three years to NFTs.
We don't have enough data on that to know if it's not just a fad
because baseball cards as collectibles have existed for a hundred years.
And this has existed since 2017 and not in a meaningful way.
So with the same breath that he says,
we don't know that low inscriptions will have value.
That might be true.
I can push back and say,
I don't know punks have value because we've only valued them for seven
years and not a hundred years.
So that's my only point.
It's just a matter of perspective.
So once you accept, I think that I, you know,
he already believes that NFTs will have value.
So he feels confident in saying that punks will have value because he,
he believes in the underlying asset as a class.
I believe in ordinals enough to understand that low inscriptions will have
That's my only point.
It's a good point.
And I continue,
we're going to continue to see this battle between you and him as the
year goes on.
I think this isn't any time soon.
We're going to pop a digi.
What's up, Papa?
What's up, brother?
Yo, yo, yo, what's up, guys?
I just wanted to give a little alpha.
If you haven't started playing nifty Island,
go ahead and I use my code.
There's going to be a $10,000 prize pool competition this week for a
basically just like a timed run on the whale map.
I dropped the information in the comments section,
but there's going to be five spots.
Each of the five spots of that place will get a paleo white list.
The first place will get 0.5 eth,
some other NFT and then like an ultra blade.
But I mean, there's not a lot of people playing this.
So I mean,
to basically just have to become in fifth and you get the paleo white
list, that should be a cook.
And if you're playing the game and grinding to try to win this
they're also grinding for a nifty Island airdrop of their tokens.
So if you haven't already started playing yet,
go ahead and give me a follow.
And there's information there.
You can go ahead and use my link and get to grinding.
Is this the game?
Everybody's talking about this is the game.
This is it.
What do we think?
Is this fun enough to be the game for Web3 or what?
I don't think it has to be the funnest game.
I think there's not a lot of people playing the game,
which means more money going to all the people who do play.
Well, airdrop, airdrop,
add an airdrop to it and everybody will come running and paleo,
which is I guess the next game behind exterior games.
I have a pinned up top.
Paleo is all about interlinking AI with humanity,
linking creators with innovation ecosystem and most importantly,
connecting paleo to you tap and immerse into the sound of paleo in this.
If you read their Twitter, it's created by exterior games,
which is the same kind of publisher or game creator that did.
What was the overworld or overlord?
I forget which, which name at the end is there.
I have a little information on that.
I was going to talk about it on Saturday, but got kind of ran off by it.
So you all know, let's see,
as you might remember paleo will be a digital and customizable companion
built with AI empowered by exterior games.
Same company that built overworld and AOD and more.
Well, paleo is the next big, big move.
They just announced supply.
It's 333 with all white lists to be announced.
We also know about huge partners like finance that based their previous
collection success.
This is turning into one of the more hype upcoming event,
upcoming mints, even without the price.
So paleo, you just heard if you do play,
I guess this Nifty Island game,
you get an opportunity to get white list to the next exterior game,
which is turning out to be one of the more hyped games,
mints to come out this month or next month.
So is that, is that everything you know about Papa?
Yeah, it's directly back or it's been invested by Binance as well.
And then it's not just playing the nifty island.
It's a specific map called whale Island.
I sent you a DM and I can never like post stuff on the top,
but yeah, basically you just got to place fifth on there,
like timed runner timed runner to get the white list.
And then if you somehow get first,
then you're going to get 0.5 East and alter blade and other NFT
and the paleo white list,
but all five spots like first through fifth,
we'll get paleo white list and that'll be a cook.
So if you have free time,
it's I'd recommend doing it. I'm going to be doing it.
What do you know about this Zocchio mint that's going to happen
this week or next week?
The only thing about that one.
Oh, no one is that way.
I think I'm, I think, hold on.
Is that, I think I got invited to something.
I don't know.
I don't know.
I got invited to like some presale that's going to be on
exterior games, like some Chinese game.
It looked like I'll have to find it.
No, no worries. No worries.
I know that we have white list for it for the daily alpha
and I'm just kind of interested in if anybody's talking about
anybody's hyped about it.
I know it's like on the list of up and coming games
that everybody's talking about.
So I figured I'd bring it up.
And if you knew anything about it.
But just kind of doing a little deep dive into like what is,
I follow Miles. I don't know if you guys follow Miles.
He does a lot of airdrop guides
and he does this token list and narratives every Monday
of what he believes is going to be the narratives
and tokens for this week.
I thought it was pretty interesting what he said.
I put it up top for you.
So it's like many altcoins are bleeding,
but this dip is starting to bring some interesting
opportunities across the board.
Here's what I got my eye on.
He says BTC, obviously gray sales selling pressure
causing a slow bleed.
He's looking around 38K and he's looking to buy.
He says also another coin he's looking at is Rollbit
has an enigmatic performer over the last couple of months
and has been moving with the market recently.
However, revenue continues to climb
and today they've begun teasing an announcement.
I don't know if you guys saw the announcement,
but Rollbit now has a mobile app
and they've also, I think they're partnering with FaZe Clan.
So that's interesting.
The Rollbit continues to deliver.
We have this token called Ondo, O-N-D-O,
a new gym, RWA gym that has a strong cap table interest
from the right people.
Opportunity has the Binance and Bipit spot
and purpose listings.
It also received a Coinbase listing.
Coinbase venture invested has a low float
and high FDB combo typically bodes well for price action.
He talks about Render,
which we talked about this last week,
building nicely into the Apple Vision Pro event
on February 2nd.
The market loves connecting tokens to real world events,
i.e. open AI conference and AI tokens.
The last time Render was correlated to an Apple event,
it moved aggressively.
So Render, he's looking at Miro,
which is, I guess, the dog or cat of Anatoly.
Basically just kind of saying with the Jupiter airdrop,
we could possibly get some people
fomoing into the meme coins.
He says Miro with and Bonk could be that.
He's looking at Manta, Link, Arcek, Metis and Jupiter also.
So I'm not going to read it all, but it's up there.
It's a pretty good read for kind of his thesis
on why he believes these are going to be the tokens of the week.
And just kind of looking at what's trending on the charts today,
we got BitTensor, Sui, Blur, Cava, BTC, Chilies, SC
as the top 100 coins are all positive
by more than 5% against Bitcoin.
So those are kind of the...
I see BitTensor and Sui as kind of the ones...
When you're looking at a downturn in the market
and you're seeing coins that are out-producing Bitcoin,
typically when we have a move back in a bull trend,
these are the coins that produce the best.
BitTensor, obviously the AI narrative,
it looks like to be a strong suitor in this downturn.
It's up 9%.
We've been saying that Sui is basically taking this shape
of what Sui did like two weeks ago.
So Sui is continuing to go up.
Blur up 9% with the ETH narrative popping off.
We have IMX up 3%.
So looking at coins that are green on red days
can kind of give you an indicator
what are going to be the strongest forces in the race
if we do go back in a bull market.
So looking at those tokens are kind of the ones
that look the strongest.
And I need to get some BitTensor, man.
I guess I need to download the MEXI app
and buy it through there,
BitTensor continues to show massive strength.
And then I guess I'll pin up the Rollbit stuff.
They have a partnership with FaZe Esports.
I don't know if that's a good thing or bad thing.
FaZe Clan is typically a top last bull cycle.
So definitely interesting to see them there
partnering with them.
And then they're mobile.
I guess they went mobile today.
I guess that was the announcement.
So hey Siri, open Rollbit.
So Rollbit now has a mobile app.
So you're probably going to see some of your favorite deejins.
1,000, 100 X long fucking Bitcoin here relatively soon.
I think that's the main utility behind Rollbit
is their crazy leverage that you can do.
I think you can do over like 1,000%,
which is actually nuts.
So yeah, I guess you can go download that app today or tomorrow.
I don't know.
I haven't downloaded it, but Rollbit just came out with an app.
So that's kind of my little breakdown of the stuff I found.
Bring Bongo up here.
I haven't talked to Bongo in a while how you're doing, Bongo.
What's the word on the streets?
Where you been?
Miss you.
Yo, Espresso.
I'm missing you guys too as well.
But we are back in the grind just head down,
doing hashing stuff and just looking at the market.
But happy to see you guys just crushing it as always.
Yes, sir.
Where you been?
You've been just doing shit for the hashlings and stuff the past week.
I haven't seen you, man.
Yeah, yeah.
It was a little offline last week doing a couple of things.
But this Friday, we are giving our first steps in terms of hashlings
just dropping everything we've been working on
and getting the ball rolling with everything mining related.
It should be fun.
It should be really fun, to be honest.
Well, when are you going to let us know the day of or something?
Are you going to give us the alpha?
What's up?
No, that's the alpha.
Friday, we are giving the first steps in terms of miners
and getting the community to mine.
It should be fun.
All right.
All right.
All right.
All right.
Well, I'm turning left on this busy ass street.
And I apologize for the background.
Zach XBT basically came out with a thread this morning
talking about phishing emails.
So we just got the scammers out, guys.
We're getting into a bull market.
So you've got to be very aware.
Yeah, Cointelegraph was hacked.
That's what he's talking about.
They're the ones that are going to drop in the scam emails.
Oh, shit.
So basically, his says phishing emails are currently being sent out
to what appears to be from Cointelegraph,
Wallet Connect, Token Terminal, and DeFi team mails.
580k has been stolen so far.
So, yeah, I mean, don't turn off your emails.
You've got to turn off everything, guys.
You've just got to stay on spaces.
Don't even click the pin tweets.
Like, don't click any DMs.
Don't go into Discord.
Like, you literally just have to stay on spaces the whole time
not to get hacked in this market at this point.
People are after your emails.
I wonder how many people are going to get scammed and leave this cycle
because it seems like the scams are more sophisticated than ever.
Like, the social engineering is top tier.
It seems like every vector that they can get your attention,
there seems to be a scam involved with it.
I don't know, man.
I don't know what to say about it other than, like,
we have resources, we have tools to protect you.
Obviously, you know, pocket wall, pocket guard,
and all those simulators obviously will help you, but Jesus Christ.
Like, the last thing you guys need to be doing is fuck clicking links.
And you should definitely have a tribe around that you can bounce ideas
and bounce these kind of social engineering tactics off of
and make sure that you're not the only one that's being social engineered
and to make sure that, you know, possibly this is like a serial case
of scamming or who's behind it.
And just make sure if you do see these emails, don't click right away.
You know, maybe screenshot it, put it in a group chat,
ask other people if they got the same email and stuff like that.
The last thing we want you guys to do is spend all this time every day
during the bull accumulating these tokens, finding out where the alpha is
and then lose it all right before the bull, like, really gets started.
So, definitely, definitely something to keep your eye on.
I got something coming up here.
This is a, not necessarily an early find, but not too many people are talking about it.
It's a mint that's coming up on the timeline, coming up in a couple days as well.
Where's it at? Okay.
It's by Dalio Frog, right?
So, boom, share to the space up top.
128 supply, mint price of .005 BTC.
Yeah, this is going to be a banger.
Low supply, Gen Art.
Dalio Frog is a dope ass artist in general, has been around for a while.
Go check out his artwork up top.
Big on chain guy.
And the fact that he's big into performance art slash game experiences,
I wouldn't be surprised if there's some type of crazy gamification with this
or, you know, something that's going to be new and novel to Bitcoin itself.
The mint is Friday.
Let me double check.
It's the 25th.
So two days from now.
What's the Tuesday?
The minute is Thursday at 11 a.m.
You know, be prepared for this.
This is a cook.
It's not being talked about.
Put this on your radar and make sure that you're ready to go.
All right.
This is a dope piece to collect in general as well.
And so, yeah, just throwing that out there for you guys.
Another kind of early fine.
That's what's up.
Appreciate you bringing it to our attention, brother.
I guess this broke 49 minutes ago, but it's Hester Pierce.
The SEC Commissioner Hester P. Pierce says the SEC won't repeat the same
mistakes of delays with the ETF.
That's not how we're going to do our approvals.
We shouldn't need to need a court to tell us that our approach is
arbitrary and capri.
I can't even say the word caparius in order for us to get it right.
So it looks like the ETFs are going to be a lot quicker and probably
not have all these delays and all these like, you know,
these announcements of, oh, they need to go through another cord and we
need these approvals and stuff.
So Hester Pierce, which is this SEC Commissioner is basically saying the
ETFs are going to come faster than you believe, but also faster than
the BTC ones.
So that's bullish and we'll probably start seeing ETH start moving here
probably soon because this space is so forward thinking that they'll
hop on anything and try to long it.
And this is kind of confirmation that ETH ETFs are probably coming
sometime in the middle of the year.
So pretty interesting.
Tal, what's up, man?
Good morning.
How are you doing, brother?
Especially the word is capricious.
By the way, I just learned that the other day, too.
I'm an idiot.
I drive a truck.
Go ahead.
Are we talking about capricious?
Yeah, capricious.
Or is that the same word?
That's the word Hester Pierce used.
I just can't read.
Yeah, tomato, tomato, whatever, who gives a fuck.
It means it's not good.
I guess it's contextual.
But yeah, if any of you have metfers have a big fucking platform and
have a lot of people that follow you and rely on you and you're not
using a fucking UB key, seriously, what are we still in fucking 2021?
You could put a UB key on your social media and on your fucking
Coinbase account on your emails.
I get it.
Google auth is pretty cool and it does the job.
But if you are people rely on you and probably going to click
links fast as fuck and you're not using a UB key, you're kind of
like doing people a fucking disservice and you're spending like
hundreds of fucking dollars on gas fees and dog shit and whatever
the fuck it is, I'm sure you can afford $100 for three separate
UB keys that you can use for your phones and socials and
et cetera, et cetera.
Yeah, just more web to alpha, I guess.
A chief's a big proponent of UB keys.
I know Kuro's too.
They always talk about every time there's a hack, you'll hear
Kuro, your hero chief talk about it.
I guess they need to buy one, huh?
I mean, I think if you just take off SMS and you have the
authenticator, you're pretty much good except for like somebody
physically taking it.
Obviously somebody could like, if you have it on desktop and
have like remote access or whatever, that kind of stuff.
I think for the most part, it's just you're worried about
the sim swap, right?
So the sim swap, does it actually get your, you're not going
to have access to like your app store and do all that other
stuff, right?
It just gets your phone or does it?
Well, yeah, the sim swap just gets your phone number
English, but you can also put UB key on your phones.
So like my biggest issue with that is just because of
like how easy it is to like clone phones these days.
Like you go to airports and people are fucking cloning
phones with a public chargers and shit like that.
You know, you can do like, you can do things as getting
like charger cables and one way cables instead of data
transfer cables and shit like that.
I'd rather just use a UB key and like have a fucking
piece of mind and have multiple ones in case like you
lose one or two.
You know, that was, that was my rebuttal.
Like I feel like I would lose it.
And like in my mind, and you're probably right,
like from a full security aspect to do that.
But like the people that are going to be like cloning
the phones, you're not the same people that are going
to target attack for Twitter for like that specific
attack back there.
I just feel like for the most part, at least at the
minimum, because you don't have to buy anything.
It just takes five minutes out of your day, disable
SMS and get the authenticator.
If you're not going to go out and get or worry
about losing the key.
I feel like it solves 95% of the problem.
And it's probably the easiest approach that just
takes five minutes out of your day.
Yeah, I mean, we can get in depth with it, bro.
But like the reality is all you're really doing
is making it one step harder for some scammer
to like move on to the next asshole who doesn't
want to protect themselves.
Like I'm sure there's like a million billion ways
that can get into your shit.
You just want to be smarter than the next person
because I think this is probably the safest way
to do it straight up.
So I appreciate you bringing it back up.
And maybe we need to get a partnership with UBT.
Maybe we can do a sponsorship or something
and give away some.
I know people used to give away ledgers.
Maybe it's starting to give away these.
This is the safest way to store your assets
and make sure you don't get scammed.
But we've been talking about this forever
and it's about China.
This is a few macro news notes here.
Basically them talking about a China Way stock market rescue
package backed by $278 billion.
So China considered offshore money
to stabilize stabilization fund sources.
Some policy measures could come as soon as this week.
So they're hinting at a basically stimulus package
of $278 billion, which would, what does it say?
It says, to put this in perspective,
the US TARP thing that bailed out the banks
in 2008, which created Bitcoin, was $700 billion.
Well, I guess if you factor in inflation,
$278 billion is probably a little less than that,
but that's still a lot of money.
And when we look at possibly the Chinese New Year's
rolling around, possibly Chinese citizens
getting a stimulus check,
they might be rolling that money into crypto.
They might just do it.
And we'll see where it goes.
But we've been talking about the stimulus check
in China's economy being on a downturn for a while.
So it definitely seems like they're about to roll out
the stimulus check.
And typically that's good for crypto and Bitcoin
because that's kind of like a hedge against inflation
and all that stuff.
So that was interesting.
And then I saw this survey.
I saw one of these surveys done in America a few weeks ago
where most people will say, yeah,
I would consider crypto, it was regulated.
But this one, it was done by Debank survey
of 2,000 EU and US consumers,
clearing on the case,
the lack of understanding of cryptocurrency
as two thirds of the consumers possess minimal
or no understanding of these digital assets.
42% of the respondents believe Bitcoin
will disappear in the next few years.
So if you look at the chart below,
figure three, more people believe Bitcoin
will disappear than stay.
That is the navy blue indicator
and that is over 40% in the UK,
a little under 40% in the US and in Eurozone,
it's right at 40%.
So majority of people around the world believe that Bitcoin,
I guess not majority, a little less majority,
around 40% of people around the world
believe that Bitcoin won't be here in the next four years.
So I don't know, that's kind of crazy to think about.
But that was my whole point.
Like when I was saying,
if you take enough view back, right?
So for us, we all deal in crypto
because we understand that it's probably
gonna place, it's gonna stay.
But if you just step back far enough,
there's people that,
for instance, I think Pio was saying,
I love Bitcoin because everybody outside
says it's too risky and everybody in crypto
says that it's too safe and there's not enough upside.
So he's like, I feel really good on that.
And that was my point with the crypto punks
and being a store of values.
Yeah, you have to step back and say,
well, if NFTs are gonna even be there.
So I just think it's a perspective
because we're in a niche kind of thing.
I think if you take the full market cap
of the stock market,
it's some ridiculous amount of trillions of dollars,
like 50 trillion as opposed to crypto,
which is just one trillion.
So what is that?
A very small percentage,
if the whole stock market went down 5%,
it wouldn't be going down to zero.
So I think some people that just don't look at it
and don't understand it,
they just look at it and like,
well, it's kind of a small market thing
and it's kind of trendy
because of electronic digital payments.
But it's been going up and down,
it's gone to zero or close to zero a few times.
Maybe just people will get bored of it
and move on to like the next trend.
But if you understand the value proposition
cause you show up here every day,
like that seems a little bit silly.
Well, it probably doesn't help that Jamie Diamonds
on fucking national TV at Davos
say that Satoshi's gonna come back
and add 21 million more Bitcoin
to the having blocks.
Satoshi, Satoshi.
Also after he deletes it all,
then he adds it back.
Yeah, it's probably not like the big talking heads
aren't doing us any favors.
And I mean, if you think about it,
people in passing,
they don't know the difference between Bitcoin
and let's say SafeMoon.
They just think it's a cryptocurrency.
And a lot of these cryptocurrencies
but likely so are scams
and do disappear in two weeks,
but just kind of shows you the lack of understanding
and the lack of deep dive
these people have done so far
and not understanding that Bitcoin has a set supply
and all this other stuff.
It's been around for,
I forget the name of the laws that like Metcalfe's law
or some law where if a technology has been around
for 10 years,
it's more likely to stay than go away.
And Bitcoin has been around for like 15 years.
So it's here to stay.
It has fundamentals and people believe in it.
And that's all you need
is people to believe in it
and believe that it has value.
And I just don't,
I just see this lack of understanding
and just interesting dynamics.
I think it's gonna be a big year for cryptocurrency
just political wise.
I don't think anybody's gonna be voting
for political candidates
based off their cryptocurrency kind of stance
but I definitely think the narrative
and the talking points are gonna be there in this election.
You already see Trump talking about CBDCs.
You already see fucking Elizabeth Warren
coming out with anti money laundering bills
that she's trying to clamp down on crypto.
So it's definitely gonna be one of those talking points
this cycle for sure.
They even have, I think earlier today,
they were talking about or someone made a post
and just a response to that.
So, oh, there it goes.
Did you see she got,
did you see she got community noted?
Elizabeth Warren?
It was amazing.
Yeah, it was awesome
because she's all talking about how here
I'll pin it up, up top for you.
It was a chart.
So this guy's zero head says, shut up.
And it's basically, he basically put a chart
because she was going into money laundering
and money laundering says 27 using USD.
It's a fucking thick red candle all the way up.
It's over 300, was it $300 billion or 3000 bill?
I don't know how many dollars this is
but a lot of money done USD
and then Bitcoin is very, very small.
You can't even see the chart.
And then underneath is kind of him responding
to Elizabeth Warren.
A new US AGO report confirms that rogue nations
are using crypto to dodge sanctions
and determine our national security.
It's time for crypto to follow the anti money laundering
rules as everyone else.
I got a bill that will make it happen
and underneath it got community noted
and it says, existing AML rules already apply
to intermediate crypto activities.
The center bill would subject the crypto users
to stricter rules than everyone else.
Additionally, the post is misleading
and framing crypto as a superior or preferred tool
for sanctions and evasion of money laundering.
When cryptocurrency has basically doesn't even rank
on that chart, but money and the dollar
has been used the most
but there's no sign of people talking about that.
So it's kind of hilarious that she could keep going
with her rhetoric, but doesn't mean
that she won't get community noted
and be shown that she's just someone
that has talking points and is trying to use her rhetoric
to move needles to get bills passed that are anti-crypto.
She's the anti-crypto army.
She's never gonna stop.
From my understanding, she has like a track record
of zero getting anything passed.
I think it's kind of like a joke at like this point
like any kind of thing that she proposes.
And then just us being like in this space
where like by default, we're kind of traders.
Even if you're a collector, sometimes you'll buy
and sell and you understand like the value
of like having like alpha inside her information
and the fact that she's like the number one fucking grifter
it's fucking hard to take seriously
when she's like the number one fucking grifter
in the United States, dude.
It's fucking ridiculous.
Yeah, she probably has a job lined up
with a black rock after she's done.
She's just trying to flood to keep the price lower.
Why does she want a job, dude?
All she has to do is click buy before I dump on your head.
Anti-laundering money book.
Like that's all she has to do.
That's what all these politicians make their money
is writing books and go into conferences
and getting paid for like Yale conference
about them talking about anti-money laundering tactics
and shit, I don't know, but Elizabeth Warren's old.
I'm getting sick of her.
I'm getting real sick of her.
A woman like Nancy Pelosi, at least she gives you off
on what to fucking, you know, buy.
Yeah, just copy trade Nancy Pelosi.
At least you would be a millionaire
or maybe a billionaire at this point.
Chief, you got anything, brother?
Yeah, give me one second.
Something else from the bookmarks.
Couple of things that are being worked on for one.
I don't even know how to say this guy's name.
Look a slam.
He's cooking up another,
it almost seems like a puppets derivative derivative.
This is the guy that created the little shids.
Shids had a nice little run up once again,
kind of into that landing into the counterculture,
puppet culture, all that kind of just
opposed to what you think looks normal.
Posting it up to the top, he had already said
that he was working on something when puppets were going off
and these cats kind of look cool
and everyone likes cats, apparently.
So there's that.
Rabi, we got the Rabi wallet.
I know that, I don't know anyone that uses this wallet,
but apparently Rabi wallet has an airdrop
that they're cooking up slash points available right now.
Any kind of EVM compatible wallet,
you can put in that address over there
and see if you get points.
It also includes a point section
specifically for Betamass swaps.
So if you sat there and you did all those swaps
inside Metamask, I know that a lot of us did at one point,
hoping for the Metamask airdrop,
you can go over there to Rabi and at least someone else
that'll give you some type of a reward for doing so.
So send some of these hands
and then we can kind of continue on.
Go ahead, troll.
Yeah, I'm posting up to something
coming from Animoka this morning
and I just started playing it.
It looks kind of cool.
Snakey Cat, which is just a snake game derivative.
Yeah, they partnered up with iCandy Interax.
They built this on base.
Everyone's been using that since last year
because of FriendTech.
So you probably have a base wallet,
so easy to connect and easy to log on and stuff like that.
But essentially you play this game,
you buy a ticket using Tower, which is a coin.
You can look it up, Tower coin.
And there's a pool.
It's 300 Tower for one ticket.
All the tickets get thrown in a pool.
And I think every hour it gets one.
So you can, I think right now it's at 60,000 Tower
and it just ended.
So it's on prize pool around 266.
So if you're good at this snake game,
try this out and you might win some money.
All you gotta do is buy one of the tickets.
Go ahead, Steven, appreciate the show.
So I mentioned earlier in the show
that there were a couple of really big wins
going on this week within Art.
I wanna put two on your radar today
because we've already talked about Neutral by Ripcash,
which is the big one for literally today.
The two that are really big tomorrow
that I just wanna make sure everybody knows
before we get to tomorrow are Vaxxed or Voxed
by Tengil Art.
It's a drop coming to Artblox Curated.
Honestly, the last one they dropped,
which I was pretty high on and still am,
to be perfectly honest, I think it's super undervalued,
definitely underperformed for some reason or another.
Not really sure what the factors were
that caused it to underperform at this point.
But it's worth knowing that
because it's an Artblox Curated drop,
this drop tomorrow will likely follow suit.
I hope that it gets more love than the last one did,
but it's kind of anybody's best guess at this point.
I would be watching it closely
because it could very well not sell out
like near the top of the Dutch auction range.
So worth watching.
Again, it's Voxed by Tengil Art.
It's pinned to the top.
And then the other one, which I'm really bullish on
because I think it's super innovative
what they've done with it
is a collection from Alamo.
It's called Japanuary.
It is going to be dropped on Nifty Gateway tomorrow.
It's a randomized open edition.
So there's going to be six of these different artworks
that you could essentially have the opportunity to mint
from the random open edition.
And it's gonna be delayed reveal.
So you don't necessarily know
what you're gonna get off the jump.
But if you collect three of the pieces,
if you go in by three of the open editions,
you'll get airdropped additional bonus piece.
And if you mint six,
you will be guaranteed to get all six of the pieces
that are in the open edition collection
instead of just a bunch of random pieces.
And you'll get airdropped two separate pieces.
Beyond that, they've worked in tech
from Transient Labs Trace, which is super cool.
If you haven't heard anything about that,
it's great provenance tech
that essentially serves a certificate of authenticity.
That is going to be embedded into two physical works
that are going to be raffled off to holders
who purchase one of these open editions.
So if you buy just one open edition,
it's basically a raffle ticket
to get one of two of Alamo's physical works.
I'm a really big fan of his.
I think that he's got some really incredible art
on the market already.
Very successful artist in his own right.
If you want to hear more from him on that collection,
I'll be having him on a show this evening.
So feel free to set a reminder for that one.
But I'm very excited about this collection.
It really focuses on his travels to Japan
over the last couple of years.
Oh man, appreciate you bringing that to our attention, man.
So this is happening tomorrow, you said?
This one that you're bullish on?
Yeah, so both of these are happening tomorrow
that Japanuary is happening on Nifty Gateway.
The individual pieces themselves are minting for,
I'm not gonna get this off the top of my head,
I have it open.
So I just need to actually be smart about it.
They are minting for, damn it, 75 bucks a piece.
So very affordable entry point in my opinion for it.
So yeah, it's gonna be kicking off
at 6.30 Eastern time tomorrow.
In the morning?
No, no, no, 6.30 p.m. Eastern.
All right, all right, all right, all right.
All right, let's see if I can get one of these.
You're bullish or make-a-me bullish,
so I appreciate you bringing it to my attention.
Like I said, it's a blind spot for me
and Web3 is art in general,
but appreciate you bringing it to my attention.
I brought this up last week,
but I finally found it, I kind of found it.
So this is from Randy, XBT.
OKX changes ordinals to inscriptions on their marketplace
with a dropdown indicating potential future support
for more change with inscriptions.
People are basically saying,
yeah, doge or bells could be next on OKX.
A lot of people are speculating and that could happen.
Also, we've seen this non-arbitrary tokens thing
happen on BTC and everything that happens on ordinals
and BTC is going to come to Doge.
Just straight up, guys.
But it looks like 8Bit is already in development
waiting for track core indexing.
NAT has become DNAT.
So basically, this non-arbitrary tokens
and this digital matter theory is coming to Dogecoin
because they have Doge maps
and it's going to be called DNAT.
And we'll see where it goes.
I don't know if they'll have the same kind of traction
as NAT did and going crazy,
but 8Bit is basically working on DNAT
for like kind of the Doge maps kind of metaverse
that they're working on over there.
So, but that was interesting
and kind of just give them a quick update.
Just looking at doggy market right now,
just quick update on floor prices.
You have Doge mats at 12 Doge, not a lot.
You have Doge-nold mini Doge's
which are kind of like the Bitcoin frogs.
They're at 1,400 Doge, see what that is.
That's probably like $140, $112.
Those are like sub 10K inscriptions, under 20.
Bronk Cartel, which I've been super bullish on for a while,
hit another all-time high today.
It's at 431 Doge, which I've been calling this at like $7.
It's up to $33.
Original art on Doge, just looking at those
and just getting an update.
And then doggy, which is the leading token
is up to $32 million market cap.
I guess it's down from a 30 gallon to a hundred million
when it got listed on gate.io.
But a lot of people are looking at Dogecoin
and Litecoin in this market,
saying it's possibly gonna pump
with X payments coming to Twitter and all this stuff.
People are like basically speculated Doge
is gonna run up in the next few weeks
when that's announced, but we'll see how I am.
I'm just trying to keep you guys updated on all this stuff
and Dogecoin is something I think is pretty cool.
Frintech just announced something.
I don't know if it has any kind of use or any kind of use.
I'll just read it.
Frintech now supports external wallets for new users,
connect trade, and own your keys
with your preferred apps, extensions like Rainbow,
MetaMask, and Coinbase Wallet.
I used Rainbow Wallet when I did Coinbase
just to farm their airdrops.
So I guess you can use new wallets now.
Go ahead Miyagi.
I did wanna just remind people of,
especially as we were talking about art,
love the Altra Stephen as always.
We have a clay collective,
I mentioned this like a week or so ago.
I just wanted to reiterate,
they have everything inscribed already
in the community over there.
It's pretty bullish there.
High quality clay art on Bitcoin
The cats are inscribed on vintage palindrome sats
as well as they look really good.
The total supply through all of the clay art pieces
is about 659
and most of those hasn't even dropped yet
because there's still the cats
and the one that's coming up.
So it is a small collection, not too much liquidity
and not too much volume coming in and out,
but they have held a really good price
holding about 0.03 floor
and the community and the founder of Bourbon
has been around the Ordos community for a really long time.
So I do think that if you're looking for some art
on cool sats, I think there's something to look at.
And then the second piece I had is just something small.
If you guys do trade coins on a sole
and if you guys are farming Jupiter and everything,
I wanted to bring this trading bot to people's attention.
So it's by a Shuriken trade,
which is a Shuriken bot they were on, Ethereum.
And they created a Solana bot as well
and they've been working for a couple of years in the space.
So these are people who are more or less legit
and have like a track record
and you get points for using the bot
as well as the routes that the transactions go through.
A lot of it is Jupiter.
They have, they just announced a partnership with Jupiter.
It's on their Twitter.
So you're essentially farming Jupiter
and then farming Blade or Shuriken
or whatever their coin will be when they drop it
by using the bot as well as,
I have one more point to that and then I lost it.
But yeah, that's essentially just what I wanted to know.
Oh yeah, the way that you could view your bots
like your telegram bots in your MetaMask
or your Magic Eden Wallet is you import the key.
So that's how like you would be able to then
take your telegram bot and interact with,
like let's say the Juke website
or whatever website it is to claim your tokens.
So that's just a food for thought
if you guys are on the Sol ecosystem.
Yo, appreciate it bro.
Appreciate the breakdown.
Guess we're just kind of wrapping up here.
We got five minutes left,
but I thought it was interesting and just,
you know, what's kind of-
No, I got one thing to head before we move on.
It's before Biagi's.
Billy, you guys know how much of a Billy Rusty fan I am
and how we've been talking about BitBlocks for a while.
He posted up this, he says it's gonna be a big week.
These look like 3D rendered version of his BitBlocks.
Could be really dope.
Not sure how many you need,
not sure what exactly the qualifier is.
I mean, I've just, this has been one of my long-term
holds have been accumulating nonstop since they dropped.
So yeah, man, hopefully I get a chance to collect
and these look pretty dope for it to be high def
and on chain.
He's kind of the king at that,
especially with his last man.
If you go look at the dimensions of the BitBlocks,
it's kind of ridiculous compared to, you know,
how high fidelity those are on everything else
that's on the chain.
So just wanted to put that on people's radar.
You got a comment on that?
You got a comment on that swag, your hand clapping.
Oh, I'm not.
If swag wants to comment on it,
I wanna know what he has to say about it,
but if you can come to me afterward,
I'd appreciate it
because there's an interesting observation on this one.
So swag, go for it.
Oh yeah, I'll just echo what you said.
Been a big, huge Billy fan since the beginning.
The only thing I don't have is a shard.
I still need to get a shard,
but have been collecting Billy drops since the beginning
and it just continues to pay
with access to his new art drops.
So, you know, the cypher glyphs were the first guy
that ended up allowing me to get the meta blocks
and then the meta blocks plus the cypher glyphs
helped me get early into the BitBlocks mint.
So I would just say, don't fake Billy.
I'm excited to see what he's actually creating
with those 3D interpretations of the BitBlocks, looks like.
Oh yeah, go ahead, Steven.
What would you wanna say about Billy?
So I sat with this one for a bit yesterday
after it was originally posted.
And I do think that there is something more
to what you're seeing here.
I do think that you're right, Chief.
I think that it is going to be something
that basically channels the BitBlocks
in terms of recursion.
But when I sat there with this piece yesterday,
I could not help myself,
but draw a direct comparison
to a piece that Peter Passman dropped earlier this year
for FX Hashes 2.0 launch called Block and Dues.
I am definitely not pronouncing that correctly,
but my speculation is this on this.
I've got a very weird feeling
that Peter collabed with him on this
because nobody does three-dimensional generative art
like Peter.
I mean, he's just on a completely other level.
And when I think about the style
and just the dimension to this,
it really does say to me that there's a solid chance
that this could be a collab.
Again, nothing confirmed on it yet,
but I would definitely keep an eye out
because there's even a chance
that he just helped on it at some level,
but it's incredible.
It really is awesome.
Who's Peter?
Peter Passman.
He's a really great generative artist,
does a lot of 3D work.
He's actually the guy that's led the charge
on a January generative art community push.
Like if you ever search the hashtag January,
G-E-N-U-A-R-Y,
he's been doing this with the generative art community
for the better part of the last like three
or four years, I think.
So he's very known around the space,
but he hasn't yet done anything on ordinals.
That's why I'm sitting here speculating about it.
So you think this could possibly be a collab
with him and Billy?
Yeah, I think there's definitely a chance.
That would be big news, I'm guessing.
At least to me as a collector of Peter's,
like I'm a big fan of his work.
I would love for this to be the case.
So it's part wishful thinking,
but I love the art either way
and will absolutely be doing my damnedest
to get my hands on some of it,
even if it is just a straight up Dilly original.
All right, all right, all right.
You heard it here first, you heard it here first.
Just winding down the space,
just kind of like the conclusion of the space
is that we've only had 21% correction so far.
In bull markets, there are up to 35% correction.
So you guys shouldn't be scared out.
You've been here the whole bear market.
This is just one correction.
We have a lot of artificial kind of things.
I'm not gonna say it's the black swan events
because that's not what this is going on here.
You have a lot of scares from Mt. Gox to miners selling,
to grayscale selling.
But ultimately that narrative will flip
and we'll go back to like,
oh, can you believe that this many inflows
are coming into the market?
Look at how many people are buying
Fidelity and BlackRock ETF.
So right now we're just kind of,
it was kind of sell the news.
I guess it's official is to sell the news of it.
I guess double is right.
We're kind of in this place where there's a lot of selling.
A lot of people are scared,
but we're only down 21%.
Typical bull markets, we have 30% correction.
So don't get scared out from your coins.
Don't sell your coins.
I mean, I guess you could if you wanted to,
but you have tax implications.
Just be in the market, stay in the market.
Have your convictions.
What could possibly go down?
What are we gonna go down at the 32?
But like the opportunity is we could go back up
to 41 or 44 and we have a little bit more time to go,
but this kind of tweet from Meepo kind of summarizes all.
It's a simple guide to CT based on what prices are doing.
Minus 10%, it's over.
Minus 20%, price not seen since last week.
Minus 30%, zoom out.
Up 10%, we are so back.
Up 20%, I can't believe that that's the last time
we'll ever see BTC below 40,000.
Up 30%, BTC is going to 500K.
Here's why, with a thread of one to 178.
So just like keep your head on straight.
This is not that big of a correction.
In the bull market, we're gonna have
bigger corrections to this.
So like when you feel like you're gonna start selling,
that's typically your retail.
People consider you dumb money.
I hate to break it to you.
That's typically the bottom.
So don't capitulate.
We might have maybe 10% more down,
but when you feel like you wanna sell,
that's typically when we get the bounce.
So have your convictions, stay in your coins,
and if you do happen to make sure money on the side,
this is a great time to buy those coins
that got away from you in the past,
three to four months.
The BEAMs, the BEAM protocol with a Merit Circle, IMX,
a lot of these things like Bit10s
are a lot of things got away from us.
These are great buying opportunities
to add to your portfolio.
So just kind of want to say that
and before we leave English, you're unmuting,
so I'll throw it to you
and then we can kind of end the show.
This is what I've been saying,
and the only reason I'm gonna mention it now
is because I've been saying it specifically on this show
is I had said like if you,
when Seoul was 125, I was like,
it's gonna have to retest 80.
Like here, it doesn't have to, like markets can do whatever.
There's no thing about TA that makes it fucking magic.
However, if you're a believer in patterns and cycles,
there was basically like three or four specific events
that exactly kind of correlated to this
and leading up to the halvening
and even with significant events,
maybe not as big as the ETF,
but things like the Coinbase ICO
that legitimized like cryptos in a certain way
that was right before the halvening
and all of them went into the trading up significantly,
then it took the correction down to the support levels
right before the halvening
and then after the halvening, it starts to take off,
doesn't follow exactly, I don't know.
But if it's happened four times already
that it follows this exact pattern
and you're gambling, you're not just like,
in the sense that you're figuring out
when do I sell, when do I stabilize,
it gives you a pretty indicator
that the odds are gonna be that that's the case.
And then so, again, outside of the narrative,
where we're just looking at numbers, data,
it's gonna suggest that we're gonna be
to the right and down, leading up to the halvening,
after the halvening,
we're gonna start seeing something really parabolic.
So this is just the dip right before it,
not financial advice, financial advice.
It's not really either,
I'm just telling you what the data suggests
and that's why everybody was saying like,
oh, there'll be a dip.
I think the most people would say like,
testing that 38 range, which we're at now,
we'll probably see like wicks down to 35,
even 32 that I've heard.
These are just liquidation levels.
They last maybe 30 minutes, maybe less,
if you're able to put in a sell order
around those kinds of points,
like if you're looking to accumulate,
most people should just be buying spot,
like wasn't that like the joke,
like not the joke, but like the cliche thing,
like in the last bull market, just buy the dip, right?
Because you do see these 30, 40% corrections.
You have some capital on the sideline,
you have a job, you have money coming in.
When it's a bull market and things are raging,
you maybe don't want a DCA every single day, right?
You wanna wait for these kinds of like big corrections
and just so sit onto it.
So I guess my main point is when it,
when Seoul hits 125 after sitting at 60 for like weeks
and you're like, you start freaking out like I missed it
and you start following it, like it's another cliche,
let the market come to you, right?
So that's really my only point
that we're seeing what's kind of been,
what traders for the most part really expected.
This is not out of the norm.
It's just when you get into that euphoria kind of state
and exactly like you nailed it with like that post,
like 10%, 20%, 30%, it's going to 500K,
you start reading this on the timeline
and you start drinking the Kool-Aid, dude.
So act like you've been here before, I guess.
Yeah, it's not even that bad.
21% isn't that bad.
Like I said, during hyper,
like when Bitcoin breaks an all time high,
we're going to have a 30% correction.
You're going to be a bet.
You're like, oh, they're saying shit.
So this is not that bad.
We have a little more bleeding to go.
And then we have the Bitcoin halving there
and it's going to pop up and buy the dips.
This is kind of the start of that.
So just wanted to throw that out there.
Guys, don't be scared.
We're going to be here for you.
We're going to give you opportunities
and there's always opportunities in the bear market.
There's opportunities when Bitcoin's down 20%.
You just got to find them.
Throw the Papa and then we'll end the show.
What up, Papa?
I was going to say,
everybody should use these dip opportunities
to stack up their airdrop staking wallets
and just, you know, you buy them now on these dips
and then you're getting free fucking coins all year,
going into next year.
And by the time you're getting those coins,
you're in peak bull.
And then all your investments to get those coins
are probably up two to three X.
So then you can just dollar cost average out
and get back your initial investment
and reap all the airdrops.
Yeah, we're going to get airdrops
even before the end of the year.
We have the JUPE airdrop.
We have the all layer, all layer airdrop.
I would imagine we get DYM sometime in February.
So we're going to have like three stimuluses
that will probably, you know, we are all looking like,
oh, there's not anything going to happen.
Well, there's going to be a lot of free stimulus money
going out in the next month.
So that'll probably, you know, help the market,
you know, regenerate and, you know,
prices will start pumping in those ecosystem.
So I'm pretty bullish, but yeah, it's, you know,
this is the buy time.
So I appreciate you guys coming up to Daily Alpha.
We run Tuesday through Saturday.
We have four more shows for you.
We'll be back tomorrow.
I'm leaving.
I got to get back to delivering packages
and I'll leave it here for chief to end the show.
So you guys have a great rest of your day.
And whenever you're ready, chief, you can.
Appreciate everyone that came out, man.
Appreciate you guys for helping us build
what we have here.
Sometimes it's best to do your own research as well, right?
These are just sources to point you
in the direction of opportunity.
And hopefully you go do your research,
figure out if it's right for you.
I suggest you guys using the magic key wallet
if you have access,
as well as taking some time out of your day,
you know, 30 minutes to an hour,
farm some of these airdrops.
Don't spend your money.
Just spend some of your time.
Other than that, we do this Tuesday through Saturday,
9.45 till about 12, 12.30 central standard time.
Guys, be on the lookout for Allison's recap of the space
and his TDA will be TDA or stay poor.
You guys have a good rest of your day.
Have a good one, guys.