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The Ordinal Show
Recorded: Oct. 1, 2025 Duration: 2:07:52Space Recording
Short Summary
The Ordinal Show dives into the latest trends and growth in the Bitcoin ecosystem, highlighting significant price movements, fundraising efforts, and the cultural shift towards Bitcoin adoption. With Bitcoin nearing $120K, discussions around treasury impacts and token launches signal a vibrant future for crypto enthusiasts.
Full Transcription
Music Thank you. Thank you. Thank you. Thank you. Oh I can't buy the pouches, ashes, ashes, way I fall down
This is my city, my city, my city I'm out. All day long I think of things but nothing seems to satisfy
Think I'll lose my mind if I don't find something to satisfy.
Can you hear me?
I'll do for my brain.
Oh, yeah. I need someone to show me the things in life that I can't find.
I can't see the things that make true happiness.
I'm a big lion good evening bitcoiners that's right here at the ordinals show welcome back to our regulars hello
to our new friends if this is your first time The Ordinal Show is a live podcast hosted twice per week on X Spaces
starting 10.30am ET Monday morning
since 6.30pm ET Wednesday nights.
Going for multiple hours
covering various topics
all about building new cool shit on Bitcoin.
Ordinals are not just a new kind of MTM Bitcoin
but a massive movement of people
who care about growing Bitcoin's adoption
and bringing BTC to the masses.
More important than the protocol itself,
Ordinals is a cultural shift that's attracting new developers and users,
incredible artists, and accelerating innovation. I'm Trevor.BTC, managing partner of the Bitcoin
Frontier Fund and co-founder of Pizza Ninjas. I'm here with my co-host, the king of BTC,
Sparta Leonidas, our analyst entity history expert and co-founder of Ord.io. Today on the stage,
we are joined by guest host, Cynthia.
You know her.
She's here every single show.
We love you, Cynthia.
Great to have you here.
So I am super excited to be here.
And I'm glad that you guys are all here with me.
I pinned to the top a post.
So please do us a favor.
Look at the post at the top.
Give it a like.
Give it a retweet.
Show us some love for the algorithms and welcome more people into the space.
Also, smash that purple button in the bottom right hand corner with your comments, questions,
and LFG and GM posts.
We'll read your questions throughout the show.
Don't forget to follow the Bitcoin Oral Show on X at The Orginal Show.
Subscribe to our Self-Stack newsletter link in the bio.
We post weekly recaps in the newsletter and RSVP links for future shows, as well as a condensed version of the show on Apple and Spotify podcast. So you never miss what's happening on the leading edge of Bitcoin. And with that, I'm going to turn over to Leonidas to introduce today's show.
All right. Welcome to the Ordinal Show. I think, Trevor, I'm correct. We took a brief hiatus on
Monday, correct? Yes, absolutely. It was a very, it was, you know, it was like God rested on the
seventh day kind of a thing. It was like, you know, nobody didn't tell anyone ahead of time, but it was just we needed to have a day off.
You know, guys, we've done this show for what?
Like, how long, Leo, now?
Are we in the third year?
Almost three years, bro.
Like a really long time.
We've like only missed like probably four shows, I think, maybe.
You know, Cynthia's probably looking down on us because she does a show every single night and they haven't missed a single day for over a year
she's thinking that we're full of crap that's harder that's definitely harder that is hard
look mr e hosted the show and he had like bronchitis or he was sick or something so
shout out to uh mystery zone our sister show uh this is like this is actually like the precursor
to the mysteries and we're like the opening act.
So, yeah, the Monday ordinal show is the fastest ordinal show we've ever done.
It follows a six-hour ordinal show that we did last Wednesday.
We appreciate everyone who stuck around for that.
We, yeah, we've got a lot actually going on since we last met on Wednesday, Trevor.
I'm sure you're checking out the Bitcoin price.
We always find it to be lovely when the Bitcoin price is going up.
I think we're sitting at about 118K right now, which is nice, I think.
I heard some people calling for the top about two weeks ago.
I don't know if y'all remember this, but a bunch of influencers saying,
it's over, the crypto bull runs over, guys. We topped and it's down from here. And that's obviously not true. Bitcoin has just been going up and up and up.
And we hope our ordinals and our runes follow. That's the goal. That's the plan.
Yeah, I don't think we're in a true alt season or anything yet, but Bitcoin remaining super strong,
I don't know any any thoughts on what might have caused this kind of recent activity, Trevor.
I mean, is it related to macro stuff?
is there anything that comes to mind so i mean i went on a trip to new york recently last last
Is there anything that comes to mind?
week and i i find that what i'm hearing is that like the treasury meta is like far from over that
there's like multiple treasuries and like the fundraising process and i think what they're
doing is like people are kind of like let's say for like ethereum the treasury like that was the
from what people are saying that that was the the main cause of Ethereum going to 4K and
hitting a new all-time high. It was low. Guys, remember how low it was? It was like
even 2000, I think when we hit, like, it was pretty low when we hit over 100K.
I think it hit 1700 like a couple months ago. It was pretty bad.
So, you know, obviously the treasury thing play has been making Bitcoin go up quite a bit.
There's, I believe, Cero's treasury alone is 100 billion. And then we have like 10 billion
in treasuries of other Bitcoin treasuries. And then with Ethereum, there's this guy named Tom
Lee who raised the Ethereum treasury company. That's $10 billion in Ethereum.
So that's actually the second biggest treasury.
Did it with Joe Lubin.
So that was the main cause for Ethereum going up.
So now what you hear, all the layer one executive teams and layer twos and side chains, any
chain with a token right now, they're like, how do we get a treasury going?
And they're like, I think some of them are, to raise some of these treasuries, they start with their
own liquidity, right? So they're probably taking a little bit of liquidity out of like the,
maybe the ecosystem initially to like kind of get that boost for their fundraising. And then I think
we're going to see like quite a few alt coin treasuries going live in the next like four
months. Cause I believe it takes like three to four months once they race to get like sec approval and this kind of thing so for example like
a few of the treasuries that have already announced on the bitcoin side actually aren't even listed
yet because they do like this reverse reverse merger spack and they got to get sec approval
and so like the timeline from like probably announcement to like go to market is like three
to four months um so i think we're gonna see quite a bit
more stuff on like like obviously i think kyle samani is the one doing the solana treasury but
like apparently yeah i mean the the ethereum treasury made it like double in price so every
again every layer one executive team layer two any blockchain with the token is thinking how
they can do a treasury what liquidity they can forward. Because a lot of them also have their budgets based on the treasury of their own token.
And for that, they can make their own price go up by doing this easier than, say, all the other
tools in the tool chest. Then they have a bigger runway, too, to issue grants and this other kind of stuff.
So it's kind of like a flywheel that goes round and round. And it seems like a unique time where
public markets, from what I understand, like the public market investors right now are not even
asking like very crazy questions. Like I'm talking to the people running these treasuries and like,
okay, well, you know, what should start to be building? Should start to be, you know, like
Bitcoin DeFi? It wasn't like, you know know how are you differentiating yourself in the market and like they're not even thinking
that yet like so it's like i don't think the the public markets are even asking like okay like how
are you gonna um you know where's your revenue gonna come from what yield opportunities do you
have this kind of thing like they're not pressured to do that yet so it senses to me that like it's
still a kind of a party right now and
the um i mean you can see in the macro like macro is doing really well but like all coins are not
doing well and and so i think that that's just like a new avenue through which liquidity is
coming into the space and i think that it's going to uh once like some more of these treasuries
launch and go to market and like when they're like for example like a solana treasury for example a you know
insert other network that has a token here uh like that's gonna pump the price like it is
ethereum and that's gonna like kick off some excitement and hopefully um other things that
are happening simultaneously like the deregulation um with the clarity act and other things like all
this stuff comes together and like like, this year just looks
like 2020, not 2021, you know, and next year is the 2021. I've been thinking the same thing. Do
you think that's probably what's happening here? Because this has not been that crazy of a year,
to be honest. It's been like a slow build up year. You know, I'm like, you know, I'm like a
loyal, faithful servant of God in this regard, even though I'm not like, you know, that religious personally.
But like in terms of the like the bull market gods, whatever God that is, like I'm like I'm like waiting for the rapture.
Like I'm waiting for the God of the bull market.
I'm waiting for the second coming of Jesus Christ.
And he's going to take me to the promised land.
Like I'm a little bit, you know, like it's hard to look at it rationally, I think.
We haven't had an Alt-Team Mania,
and this, like, I think it's just most likely
that we're going to see another one,
because we've seen it three times now
with the original 2013 run-up and 2017 and 2021.
Yeah, I think that we need to unlock new use cases
and new liquid needs to come in
and some fundamentals need to change.
And it could be kickstarted by anything.
So I would find it really weird if this was the top of the cycle.
It'd probably be super, super bearish.
Let's go with this thesis that right now is the top of the cycle and try to explain what's going to happen next.
explain what's going to happen next. And it just doesn't sort of make sense as much as it makes
sense that like, we've just been, um, what's the word like in foreplay for way too long, you know,
and that there's like eventually a bull run, alt season bull run coming. Um, and that this isn't
the top, but maybe this could be like a plateau for Bitcoin or maybe not, but there has to be an
alt season or, or it's not a cycle, you know? So I think that if this is the top, like, you know, how does it, how does it ever, how
do we ever have an alt season again?
You know, this is the top, right?
Like, and we just know that like the technology is better.
The products have more users.
The fundamentals have all improved.
The user experience is way better.
Like you can't imagine going back to 2021,
how bad the user experience was then. And we've had several years to work on it. It's much better.
There's just more cool applications that actually are useful in the space. There's more opportunities
in the space. So it just feels like really fertile ground and like we're just waiting for the uh the rainstorm to come in and the crops are going to grow it doesn't seem like
we're going to go into like a ice age or a long drought after this
okay i like the take i see a lot of people talking about stable coins again it just seems like every
company is just launching their own stable coin.
We're just continuing to see that.
Phantom is having a stable coin that they announced yesterday.
I don't know exactly what the implications of that are, other than hopefully it makes
a more frictionless onboarding experience to crypto, right?
onboarding experience to crypto, right? You download an app, you can get your money in quickly.
If you download an app, you can get your money in quickly.
And then all of a sudden, you're like buying, you know, ordinals or crypto punks or whatever you
want, right? So I do like the stablecoin stuff, because I think that kind of equates to on ramping
improving a lot, which has always been a huge friction point. It should be kind of like
downloading, you know, some video game on the app store. You know,
you do a little in-app purchase. That's how it should feel. It shouldn't be this big hour long
sign-up flow process and stuff like that. So I do think the stablecoin stuff is bullish.
Trevor, I'll invite, I'm going to cancel your co-hosts, invite and get you up here again.
Sometimes it doesn't work very well. You should see another invite though.
Yeah. So Bitcoin going up, obviously great to see.
We'll have to see if we enter all season. Yeah. I mean, there's, I got a couple of things here
that we could talk about. Obviously, you know, Jim and I trolled the dog army, which I'm going
to be honest, they successfully trolled me. I was like in the group chats getting people riled up,
but it turned out they actually just did a great troll.
Like they really sold it.
I thought there was no way a big company like Gemini that's like publicly
traded $4 billion could do a tweet like that and not be serious.
And I was wrong.
Their intern was pretty funny.
So I'll pin that up up for people who want to check that out.
But, yeah, don't get mad at Jim and I.
A lot of people got kind of upset.
Fortunately, like, nobody got too upset.
But there was a lot of engagement around it.
And I'll pin it above so people can see.
all that basically happened was the, uh, okay, hang on. Let me get Trevor back up.
All that basically happened was the – okay, hang on.
Let me get Trevor back up.
Basically the intern for Tik TOK posted on X that whichever meme coin or whichever token
replies the most or gets the most likes to the Gemini post, they would get it featured in a
Tik TOK. So the dog army was like 95% of all the replies. So obviously we won.
And then, yeah, this guy Austin did a TikTok. And then Jim and I put out the tweet above,
and that was basically the troll. And like, really, I mean, I was successfully trolled.
They did a good job. Trevor, I'll send you a, eh, I don't know. It says cancel. So you should,
we'll get Trevor up. We'll get our co-hosts back, guys. Don't a, eh, I don't know. It says cancel, so you should, we'll get Trevor up.
We'll get our co-host back, guys.
Don't worry.
Cynthia, we appreciate you holding down the fourth though.
Jan, unfortunately, had a very important workout he needed to attend to,
so Cynthia will be taking over his duties today.
Cynthia, if you had to fill in for Jan,
what's something that Jan might say in this moment that maybe you could share?
I'm so bullish guys.
And I'm eating my amazing overnight oats.
You got to get these overnight oats.
I don't have a very good.
That was pretty good.
That was no,
I mean,
obviously the voice sounded like you,
but the content strong.
Let me get,
I don't know what's going on with Trevor.
We can't Trevor. Can you hear me? I invited you to co-host. Otherwise we'll just leave you as a speaker if it's not working, but you should have a co-host invite.
Uh, he might need to update his, uh, app maybe.
We're back.
ritual before spaces where I
I on my iPhone I kind of like drag the window up and I exit out like a hunt
however I got a hundred apps open in the last week I don't know but I I close all
of them and sometimes I restart my phone and I
try to download the new version of x like it's it's set to auto download but I
just check anyway um and yeah I did all that stuff it looks
like it's pretty stable right now but yeah I it was messing up a little bit earlier, but good to be back.
Well, welcome back. I see we're joined by Tuxedo and Vincent on stage. Vincent, I had a little
call with you earlier today, a little bullish call. Um, how are you doing, sir?
Yeah, I really appreciated that call. Always excited to have those type of bullish sentiments but um yeah always cooking
uh as you mentioned uh the gemini troll was fantastic i'm honestly angry at austin like i
i legit got pissed off when i saw that tweet like i got more pissed off when i found out that it was
fake that's when i got angry come on leo This is the type of humor. This is that young generational humor.
We're supposed to, the dog army
is supposed to be trolling Gemini.
We're not supposed to be getting trolled, dude.
It worked. It worked. It went viral.
It went viral. And you know what?
Head of marketing really liked that.
You can tell she has been
even retweeting
30M Prez's
post. So they're paying attention and I wouldn't ignore it.
So yeah, fun stuff coming.
Austin farmed his follower account really well.
I noticed he got like an extra 2,000 followers.
So he did pretty good.
He did pretty good on that.
Yeah, look.
Yeah, they got us. I don't know what else to say um i'm still like honestly like partially like mad at myself for falling for it and then partially
just like i don't know i love pranking people in real life and it's kind of hard to prank people
on x that was a pretty good prank that was a good prank go ahead ahead, Vincent. Yeah, I will say that with their official count, you know, making a post like that, the so when we had a whole new board within the
SEC and even the CFTC trying to be really advocating for crypto, and we're seeing more
crypto innovators and builders with these exchanges stepping in at these roundtables,
pretty much there's a lot of clarity now. Not 100%, but it's enough to consider that meme coins are no longer securities as classified by the SEC.
So with that, meme coins have more flexibility to have a lot of fun.
That's what memes are, their culture, their cultures, movements, and also communities building a narrative.
And that's what brings memes and people together.
That's why we have meme coins so when i saw that
post i knew exactly that it was complete joke and i knew it was working but you know to me bro
come on you gotta give me a little dm like leo with the joke i was in the group that's like upset
dude like i got triggered well let me ask tre Trevor. Trevor, did you see that tweet?
What was your first impression when you first read it?
I mean, you can't bullshit a bullshitter.
Like, it obviously, I obviously didn't fall for it.
Everybody now says they don't fall for it, dude.
When it happened, everybody fell for it, dude.
Everybody was saying, all right, whatever.
I believe Trevor is fine.
Trevor is, like, pretty smart about this stuff.
Yeah, well, Trevor is a smart guy. Either way, just to kind of close it off, I just feel that what we got out of that was an exchange that mentioned dog.
That's always very important because most exchanges won't even try.
But the most important thing is that I'm seeing that U.S. exchanges are now
stepping in into the Bitcoin meme coin narrative, because in my eyes, it's a race, just like there's
a space race, right? There's also the meme coin race within Bitcoin. So eventually, you're going
to see U.S. step in, capitalizing on the innovations of bitcoin meme coins and then i
think this is just my thesis and then i think what's going to happen is asian exchanges will
mainly be react towards that as the us will be proactive so i think we're seeing all the dominoes
fall and i definitely think that it's not just within bitcoin meme coins i think ordinals are
going to absolutely follow i mean they almost work in parallel, right?
Whenever I see Bitcoin meme coins or ordinals run,
I see the other category blossom as well,
because again, they're both within the same ecosystem
and shout out to Casey Rodemore
for building these two different, you know, designs.
That's exactly why we're here.
So yeah, I just want to close it off there.
Thanks for having me up.
Appreciate it. Yeah, it's definitely important to call out like i think nfts meaning the art and collectible and like the true just kind of normal what you think of as an nft as well as meme coins
these were classified not as securities it's the same as buying a t-shirt you can walk into walmart
buy a t-shirt it's the same as walking into walmart
and buying dog um that was the classification so yeah it's definitely yeah it definitely opens
things up a lot for just better experiences to buy these assets um awesome we are also joined by
tuxedo what's up man hey guys what's up uh Hi Cynthia, congratulations. And regarding Dog, man, I fell for it.
I don't know how Vincent and Trevor did not fall for it,
but probably because I saw your tweet first.
So imagine myself, like I see Leonidas.
I deleted a couple of my tweets.
So, like I saw your tweet, it had a dead serious serious note a man got fired because he defended dog i
was like no we cannot let this happen so i was blinded by emotion right there but yeah it was
a good play it was a good play uh another thing i wanted to ask is uh i'm actually not asked but the state is i fell asleep uh during the previous so
i don't know at which point you realize that guys i don't even know because i was asleep
it was like 5 a.m for me so sorry for that uh i couldn't know are you saying we had a boring
ordinal show last wednesday no bro it was like uh after three and a half hours like my eyes were
closing it was 5 a.m for me i enjoyed it like it was a great show as usual i was even honorary
co-host i mean i was super excited but then i was like man i cannot keep up so i didn't log out i
just slept with my phone next to me yeah i'm pretty sure it was
beyond with me and by the end of the both of you guys weren't there i was just by myself hosting um
but yeah man i mean look honestly i don't you're staying up till 5 a.m that's like pretty that's
a high level of dedication dude i mean you don't need to do that. If you want to go to sleep tonight, go to sleep.
I mean, so what is it for you right now?
Like 1 a.m.?
It's already 2 a.m.
2 a.m., okay.
Yeah, I mean, hang around as long as you want, but don't feel any pressure.
Yeah, I don't know.
I don't think, yeah, that's very late.
Trevor, in my defense,
I did post in a dog group shot that I thought it was 25% fake, 75% real. So I just want to clarify,
I didn't fully a hundred percent think that. Okay. Um, I knew, I thought it was very weird
that they literally put the dog handle. That was the thing that I was like, that's a little bit
weird that they put the dog hashtag. I mean, that it's like saying it's like it's like i mean dog is like one of the least
offensive meme coins it's like intended to be inspirate aspirational inspirational free and
fair i mean there's some dog shit meme coins out there in terms of like the level of depravity that some
people have on the internet um and so like i'm sure that they're in i'm sure that like you know
every company you have like a thousand people like how many employees of jim have a thousand
uh you know several hundred at minimum um you know like the more people you have there's gonna
be some people into some weird stuff
out there so i just don't think that they would um i just don't think it made sense yeah no it's
a good point i think it's very odd to me that like when dog came out the the biggest when it was
announced the dog was gonna be called dog the biggest pushback was like this is the most
unoriginal idea of all time this is like basically this is like the worst
possible outcome for a name was the feedback and i'm just thinking to myself like pretty much what
you thought i'm like okay there's this like corner of the internet that loves very edgy stuff right
and they happen to be a lot of them are on crypto Twitter and they're like doing weird pump fun stuff. Right. I'm like, I don't see how that weird pump fun stuff scales beyond your group chat.
And we could have some super inside meme like Ordinals are Dead is the name of the meme or like some super niche thing.
The problem is nobody understands your joke, and probably a lot of people are offended by, like, overly sexualized, overly graphic, violent, insinuating political stuff.
The problem is nobody understands your joke.
All that stuff, you're just, like, taking your possible buyers and, like, chopping them down 99%, right?
Um, so yeah, we went as mid curve as possible was always the thing.
So, yeah, we went as mid-curve as possible was always the thing.
I've always said that mid curve is the new, uh, right curve and that makes right curve
the new left curve.
So that's, that's the logic that we follow here.
It makes sense.
I mean, if everybody's being edgy, then no one, then like that's the logic.
Yeah.
I mean, I honestly feel like I'm not, I'm not just, you know, blowing smoke out of my
ass when everyone's with like some Solana influencer,
they just stole a hundred million dollars from them.
And they're still like worshiping that person as they like tweet out a link to
some, you know, person in a dog cage on pump fun live streams.
Like, is that really the future of meme coins?
I don't think so personally.
I don't think that appeals to very many people.
So yeah.
Well, I think, I think at some point it just gets tired. It just just gets tiring to be edgier and edgier and keep pushing the envelope.
Sometimes you just want to work in your pajamas from home.
You know what I mean?
Sometimes you just want to be boring.
Not saying the dog is boring, but you get what I mean?
Sometimes you go back to the thing you know that's good, that's simple.
Yeah, I mean, sometimes you'll start like you're just browsing X and then all of a sudden you're on 4chan.
And it's like you can't really spend that much time on 4chan.
It's fun for like 30 minutes, right?
I don't know.
Maybe if you're like 15, it's fun forever.
But it's entertaining for like 30 minutes, right? I don't know. Maybe if you're like 15, it's fun forever. But it's like it's entertaining for 30 minutes.
And then it's just like the novelty is worn off.
They're talking like total idiots.
Nothing actually happens.
It's like it gets boring almost to me.
I don't know.
It's kind of crazy that there wasn't just a ticker that was just like DOG.
Like it's kind of crazy actually. So there actually was.er that was just like DOG. Like, it's kind of crazy, actually.
So there actually was.
I didn't find this out until we had actually launched DOG.
I can't believe I didn't even search this on CoinMarketCap.
I had just never heard of it, so I assumed it was fair game.
There's a – somebody bought the IP rights from – okay, so what happened is there's Dogecoin, right?
Dogecoin is created by people totally unrelated to the actual Doge dog, right?
Doge is a photo that's been on the internet for a long time of this dog in Japan, right?
And I think that dog actually passed away like a year or two ago.
But that photo then became a meme on the internet.
The Twitch culture loved it.
Everybody loves it, right?
Then it gets tokenized
okay um i think in 2013 i believe and then after the tokenization it's also a meme coin
the people who own the dog and own i guess the rights to the ip i guess it's technically pets
or property then they wanted to sell the official rights to doge to another meme coin so they sold the
quote-unquote real ip to some people who created a coin called dog and that apparently is the
official doge coin per se it's not very valuable so take that with a grain of salt but it did happen and that is currently the
number two dog dog dog on bitcoin is number one the fake or the real dogecoin ip dog is the number
two dog so i think they're probably not happy with us um i will be honest i didn't see a single
person upset about it so i don't think they actually have that many holders.
Usually if you go in there and like try to take somebody.
Like Trevor, you remember?
Is it on Ethereum?
Did they just do it on?
I think it's on Ethereum.
It was done last cycle in like 2022.
Yeah.
The community was pretty dead.
It was.
Yeah.
I don't know.
But do you remember like there was like the.
Was it dot BTC or dot bit? It was like dot sat. Whatever it was. There was Munee, was it .btc or .bit? It was like .sat, whatever it was.
There was, Muneeb had his domains.
And then a bunch of people just like first is first, like idiots started inscribing,
you know, Trevor.whatever into Bitcoin and thought that meant something.
You know, it's like we were in that crazy period where you just like tweeted out an
idea and then everybody went and did it.
And it was like true.
That's like a legit, like, like you know there's two real communities
because they're fighting right you know there's real beef with the first 10k pfvs and there's a
real community there because all i have to do is tweet out from the ord.io account you know here's
a poll for which one is the first 10k pfv and you know there's going to be a thousand replies and
people hating each other and all this stuff that's that's and you know there's going to be a thousand replies and people hating each
other and all this stuff that's that's why you know ordinals are not dead right as long as that's
like if i can tweet out a poll of the first 10k bfb and it gets no engagement sell it all ordinals
are over but as long as that's getting max engagement i think and by the way i'm not actually
going to do that i'm not trying to do that but my point is that you know there's a community there when they're fighting for what
they believe in and they're fighting another project that's kind of bullish to me actually
yeah totally i mean um this is interesting because yeah i mean definitely um when it comes to ip like
you need a community right like you Like, like something doesn't have value
in a vacuum. Perfect example of like Dogecoin, the network and like the community and the history
and the, the fact that it acquired a community over time, the slow burn, you know what I mean?
Is the classic, I mean, Bitcoin was the slow burn, right? And then you have someone who actually
owns IP, they try to launch an ERC-20 and doesn't go anywhere right so i mean that's the classic thing and um you know speaking about
meme coins like i was i want to get your take on this leo and probably everybody else up here
any thoughts because um right now what you're seeing like we saw sora 2 come out like the
chat gpt the video model just came out um and like it's really funny because there's
like a bunch of like fake videos of Sam Altman like there's like a video of like I guess Sam
Altman feeding people dog food and they're all like eating from the bowl and he's like like
there's some like Sam Altman's being trolled by like the people who are using Sora 2 to a large
degree and not in a positive way it'd be funny if it was like kind of more and it's like but like yeah it's all the same trope of of like him like basically enslaving the world kind of thing
like that's like the joke anyway um so all these social networks like we're seeing with x right
like x has this like you can post a video with with grok and then like you can post an image and
say like make this into a video with grok right right? Yeah, I think we'll definitely see.
There's this thing in AI where once a model is really good, all the other models just like use that model to train on it.
So like we saw this with DeepSeek.
They trained their model for like, you know, they said 5 million, but I think the real number is like closer to 50 million.
But still it costs like open AI AI billions to get to that level.
And then DeepSeek just DDoS's their model API, but just to train their own model on it for a fraction of the cost.
So we're going to see the other models probably catch up to Sora, whoever's leading on the video side pretty quickly.
whoever's leading on the video side pretty quickly.
So like rock is going to be right behind it.
So Grok is going to be right behind it.
And these social networks are now like encouraging people to leverage AI
content. So like, for example, like on Tik TOK, like they are, you know,
putting out their own AI model.
That's going to allow people to like,
and they also have like the licenses with different artists.
So they're doing it from like an IP perspective too where like tiktok for example they work with an artist and then they're
like okay well what you know obviously the artists want people to like make wholesome good content
like there's a fine line like between using someone's song for advertising and you gotta
pay the royalties versus like just some random person on the internet making a cool video that
like goes viral and supports the artists and gives them like more
recognition right um and then there's also like i guess they can share these platforms can share
the royalties with the artists directly if people use it anyway but these platforms are now starting
to explore with like the remixing of things and like i think it it's the intersection of like IP meme coins tokenization and
this kind of thing I think there might be a catalyst coming with these like
video models and probably like this was the I mean this was the original idea
behind mean coins right it was like that like okay meme point is attention but
it's also kind of an IP in a way and now you can like leverage the like all the social networks again are having their own models
they're encouraging people to make content much like rock has it literally here if you look at it
in a image post it'll have like a button that you can turn it turn an image into a video um like this
is the trend that's going to continue and i think there might be an intersection with um
tokenization memes nft NFTs, etc.
Yeah, I mean, I couldn't agree more.
I think, have you actually tried the Sora 2 model?
Like, have they released it?
Can people say for sure that it's like better than Gemini's kind of BO model?
Or like, how does it stack up?
Yeah, it's incrementally better, for sure.
I mean, I feel like there is somewhat of a plateau coming with ai right now like the models are getting like better in nuanced
ways that like you know i'm pretty sure still in a year we're going to be like way far ahead we are
now but like there's like it's going to be less like breakthrough jumps and more like iterative
like okay like right now with nano banana for example you still it's still like is not perfect
like you gotta prompt like a bunch of different times and it used to be like two years ago when
ordinals were just starting that you had to make an image like for dolly three like for the images
you had to prompt like a hundred times like i would have multiple windows open and i would just
like literally like prompt prompt prompt okay no like and you like literally can repeat the same things,
like try again, you know, or you like,
you go in there and you edit yourself and you submit it like this,
like this, and like there's a lot of difficulty.
Sorry, can you guys hear me?
My phone's just ringing.
Yep, you're back. You're good.
So like instead of 100 times, now it's 10 times.
And, you know, instead of 10 hundred times now it's 10 times and you know instead of
10 times now it's five times and then it's going to be you know uh you get what you want with within
two tries and and then you can get hard you know things get uh you can make bigger and bigger
requests that are harder and harder uh that that would be harder today to do um beyond just accuracy
so serious question.
How far does this go?
Can you one shot a Christopher Nolan movie in five years?
Like the rate of, I remember Dali, dude.
It was kind of crappy.
Okay.
I remember like after Dali came out a few months later,
Mid Journey came out.
I remember you sent me a photo of,
I guess it was like a rare sat Hunter image
that you had created in Mid Journey.
And I asked, like, I didn't know really
what Mid Journey was, I knew Dali.
And I instantly went, and I've been a Mid Journey subscriber
ever since you showed me that.
And I started playing around with it.
How far does this go?
Like the fact that it's gone from Dali to better photos,
now the photos you can't distinguish
if a photo is fake or real.
It's literally impossible in my opinion,
at least with the naked human eye.
And now we have videos
that look really, really good.
How, I mean, just extrapolate this.
How far are we from
hour and a half one-shotted
incredible films?
I'm slightly skeptical
that you would ever one-shot it,
not that because it's not possible,
but because it just depends on the market demand, right?
So I think that if you could make a Christopher Nolan film,
but it takes you a few days,
is there really enough demand for people to be like,
no, I want it in one to be
one shot? You know what I mean? Like, so oftentimes, like that last mile, like the last, like the last
10% is like 90% of the effort to do something kind of a thing. And so it's like, I think we'll
probably just reach a ceiling where it's like, it's easy enough that like, people almost like,
it doesn't make it any better for people if you make it even easier.
You know what I mean? So there's kind of like just from a market demand perspective versus
like the technical feasibility. I think, yeah, it's feasible. But I think that like it'll be
people would people like won't pay extra. There's a point where like it gets better,
but people won't pay any more for it. So then what businesses naturally do is they like
focus on other features and
like sort of like more a ladder,
like more lateral feature feature set rather than just like a, you know,
better is better kind of a thing. Right.
Like even just look at like internet speeds, right?
Like obviously you can, like, you can have,
like you can live in certain cities and you can have like gigabit internet
where you have like one gigabit per second.
And that's becoming more common kind of slowly.
But most people you have like, you just get like the basic plan for like 200 megabytes
up and down per second.
Because like, it's like, there's not, it's not, you're not like willing to pay, you know,
double for, or triple for more,
for like that extra like gigabit per second.
So can I, I do the pro version of ChachiBT. Can I try Sora today? Like Sora 2?
Do you know if it's actually out or was Sam kind of more teasing?
Yeah, it should be out. Yeah.
It's out. Okay. I didn't know if you had to have like special beta access or something okay dope i'm gonna try
this i'm gonna try this yeah you could like make a video of like gemini like announcing that like
they're firing this guy and then like the dog army you know saving him and like making him
president of the united states and then he buys gemini you know that kind of thing yeah that's so insane dude that's so crazy all right i guess yeah okay
i'll give this a try i'll give this a try but is it like uh the biggest issue i have with
video generators at least for ai is that you cannot edit anything in particular. For example,
I can prompt it well. I can prompt it many times. And when I see something I don't like,
I cannot specifically guide it to remove or change something in a specific frame. And this
means I have to prompt all over again. And probably I'll have to do it another 50 times until i get in one cut
like google labs is like what eight seconds so when will we get this ability trevor according
to your opinion uh yeah i mean you still have to do it manually i think it's like which again i
think it's like a lot of people like the people who are really good at this stuff like they're
just like fine like they don't want to get easier.
You know what I mean?
Like if you get,
if you get good at this,
like you're already saving like millions of dollars in production and time
and effort.
So it's like,
there are like lots of startups that are doing like workflow tools and
stuff like this.
And like,
they're all like kind of beta and some of them are already selling
directly into studios and that kind of a thing.
yeah.
So I do think that like
the model itself the models itself are like more than good enough like this is why we're doing the
ip school like uh in a couple weeks here because the models are more than good enough it just comes
down to like uh the workflow is challenge is like kind of challenging but i mean, one, one person, I mean, there, so there was a Academy award winning animation this past year,
which was called flow,
which was made with blender and like a team of like five people,
like next year it's going to be like the Academy awards going to be like a
one person. I mean, well, it depends on like the politics of AI, of course,
but this is a question that I do get from some people in like the corporate
world where they're like, okay, but like right now, you know, I,
I'm not sure what the policies are. So like Academy Awards, like they,
like you have to disclose if you use AI and this kind of thing.
And like, it even goes down to like,
if you use AI in the planning process or like,
it doesn't matter like in the actual film, it's like if you say an AI.
Doesn't literally every film use AI at some point.
I mean, this is the point. It's like, it's like, it's like,
imagine a team,
imagine like saying like,
you have to disclose if you use CGI or something like that. Like,
you know what I mean?
Like it's a tool,
CGI,
like computer graphics.
Like the only reason they ever had this cause they were like,
it's really hard to do in there and you could tell the difference.
But with like,
with AI,
it's just a tool and it's just going to make,
it's just going to like,
it's kind of like how, again, like the internet, the internet went from like 14K modem, 28K modem, dial up internet to, uh, looks like dial up internet.
Like you couldn't have Netflix, right?
Like you couldn't stream video, but now you, but now you can now, you know, we have a much
like gigabit per second.
Right.
And now we have Netflix, we have everything online on demand.
We're not quite, we're not quite to the level of per second, right? And now we have Netflix, we have everything online, on demand.
We're not quite to the level of like this like Google Stadia and like this like Nvidia on-demand stuff where you can like put your gaming in the cloud.
I think that's more of like a latency thing.
But it's just going to mean that like movies are going to be better.
Like it's not going to mean it's not going to like make it's not going like change much, except for that people are going to be
able to make better products because they're going to spend more, like even software is going to be
better. Like it's gonna be more tested. It's going to be like, these are just like tools that make
our jobs better. Um, and yeah, they are going to definitely allow people to do new things with less
people. So yeah, it is going to hit the job market but um again the
fact that like we see in in the corporate world i think it was like youtube says you have to
disclose like if you're using air or something like this all this stuff is going to be gone in
a year i think like a year or something like that it's like just like with like when uber came out
it was like all the you know taxi cab company monopolies were like going after it but
they just kind of like kept pushing against regulation and they and and they were right
and that's why it was like an asymmetric opportunity worth billions at hundreds of billions you know
100 billion dollars but with with ai again like you're going to see that initial negative reaction that's happening now, but it won't be long before just it's ubiquitous.
Yeah.
Trevor, you have me.
I'm on Reddit right now.
Refreshing every 10 seconds.
There's a post for sharing your invite code.
Cause it is,
it's locking me and needs a six digit inner your invite code.
And there's like every minute,
there's like a bunch of people reply every new,
like they're just begging for codes but it's pretty funny actually i'm just continuing to refresh trying
codes um if anybody has a code who is in actually in sora 2 please send me the code and dm right now
that would be super badass okay i got one there's there's one from one minute ago let me try it the
problem is i guarantee it's already taken.
Join new Sora.
Nope, invite code invalid.
You don't know if people are like trolling either.
I'm going to try to get in here, guys.
Okay, I got it. There's another one.
Just came in.
Join new Sora.
And so the thing that we're going to see too
is that like as I think with the LM companies,
like you're seeing
they're starting to, they're starting to like limit the amount of tokens that you can get
in terms of like the amount of memory that you can process.
So like, you can't like the, I think the last like year, it went up like a huge amount.
Like they've like went from like, you know, the amount of data that the model can fit with it for a single query
went from like, you know, a small number to like 10x.
But I think that we're going to start to see companies like pull back in a little bit
because we're still in like the like free Uber rides, you know, VC funded Uber rides,
you know, or subsidized Uber rides kind of part of the market cycle with AI, but they're
going to start to cut back on that. So even if the models get better, there might be other
limitations that don't take as big of a jump. That makes sense.
Yeah, that makes sense. Okay. Look, it's interesting. I mean, yeah, I don't know.
I see it all the time on X. So many posts are AI in my feed.
I want to try this thing out now.
You know what it is?
It's kind of like when we sold out that Christmas,
and that made everybody want to get it even more.
And you would have to pay somebody $1,000 on eBay to get a Wii.
That's kind of what this is.
Seeing all these people begging for codes,
that's me wanting to get a code.
Yeah, I don't know. Send get a code um yeah i don't know send me a code guys somebody there's got to be someone who's on sword too nobody sent me a code so far
and the and the other thing is uh the meta glasses came out today like the display glass i haven't
able to get them yet i'm wondering if anybody has got them in the audience trevor trevor we don't
want to know about the meta glasses we want to know about the Meta Glasses. We want to know about the Google Glass.
Did they arrive?
They're in the mail still because in Puerto Rico,
you can't get everything shipped here.
Some people won't ship here.
I'm sure Alaska and Hawaii is the same.
So I had to send it to a forwarder first.
And so it did arrive a little while ago.
And I'm just waiting for them to forward it.
But it takes a while to get here.
All right.
Well, you got to keep us updated.
What's the general feedback?
Yeah.
First thing, dude, as soon as I get those, like you're going to see the most like stupid looking look on my face with those.
And I'll take a selfie.
Can you pull up websites?
Can you pull up like org.io and look at Ralph in your Google class or is it not?
Dude, that would be so cool.
That would be so cool.
I mean, yeah, I would assume it's, it actually works.
I don't know how, like I, yeah, I don't know what you would do with it though.
I mean, you can just walk around life admiring Ralph, you know, nothing wrong with that.
Yeah.
Yeah. I feel like you need to i feel like it
needs to be part of a prank like i feel like it needs to be you know like some type of youtube
prank like the like the rich angry boss douchebag prank or something like that you know like that's
maybe what i would do you know you could probably prank at the zoomers who weren't around for when
these things came out and tell them it's the
new metaglass well you know you know you know uh the movie wall street with like michael douglas
and he has that like cell phone like the first cell phone on the beach yep yeah like that's what
the google glasses you know i mean like i probably need i should probably try to get one of those
phones too i mean how it is october trevor it's it's uh halloween in like 30 days you've got uh
october dogtober rune tober or tober pizza ninja tober everything you want fits nicely with tober
guys i see we have troy who actually joined us and might have a comment here um what's the
situation with like ai tools being used in movies these days troy i know it's like
it needs to be disclosed when you're submitting to these awards shows what's the what's the general
thinking or actors for it against it what's the situation um there's also toblerone you know
toblerone chocolates by the way so um anyway um no i just sometimes leo when you introduce me i can't say that i have to say
the joke anyway but um ai so i posted a thing on um so i have a big writers group um that is like
all web two people and um on facebook whatever um which is an old website i don't know if you
guys ever heard of it but um it's um they i posted about that AI actress, uh, Tilly Norwood, who's getting
looked at by like top agencies.
Like it's, it's still ongoing and a lot of them hate it.
They just hate it.
But some of them joked, like some of the female actresses, uh, said, oh my God, that's the
look they're looking for.
So if you look like that, you better start submitting, you know?
And she, she was kind of joking, but she wasn't, she wasn't angry about the post or the tweet or whatever like that, you know?
And, but some of them are, um, like, I'll read you one comment. Uh, this is my buddy. Um,
who's a director. He said, what did he say? He said, um, what did he say? He said,
they're not really all the top agencies. And yes, it's probably,
it's happening on a small scale, but we're not there fully yet. And also was saying that literally
anybody can create their own AI character. Um, obviously studios are already doing that. Of
course they are. Um, cause like 10 years ago, I was saying if, if, if, if studios could hire
robots to write their screenplays, they would do that. Uh, actually 15 years ago, I was saying if, if, if, if studios could hire robots to
write their screenplays, they would do that.
Uh, actually 15 years ago, I was saying that and now we're here.
Right.
And so, um, there's a lot of, some people are with it, but a lot of people are, aren't
against it because that means their jobs are, are, they're not going to have jobs.
Right.
So that, that's the real short of it, you know?
Yeah.
Yeah, man. It's fascinating to hear your perspective. Yeah. I mean,
do you have like strong feelings or, I mean, it's, it's hard for me to like, I do,
I want to be able to work if they're going to use my likeness. I'd like to get paid the same
while I'm eating and sleeping and hanging out with Trevor or you guys at an event, if they want to put me in a movie or
a commercial, I'd like to get that. You're using my likeness. That's not fair. You know what I mean?
But then I have an AI project, as some of you know, Ordnaughts. And we have some really big
things happening. And also with the Web two world that's connected to web three,
which we're really excited about.
You'll see it very soon.
And,
and,
that's an AI thing.
And we're using my voice for a lot of things and we're,
but we're using a lot of AI.
We're not drawing those things,
but Dave is really good at that stuff.
And,
and now we're working with a company that can scale that stuff,
you know?
So it's,
it's,
I'm not sure cause I'm not directly
affected yet. Um, and I'm getting auditions. So there definitely need me or need actors like me.
So I think the studios are just getting prepped. Like the major studios are fully invested in AI.
They have their, like when web three came around, they had their Web3 liaisons in departments already ready.
The agencies had them to, you know, CAA with Jake Jenkins, the valet and all that stuff.
They had a liaison that was learned Web3, you know, front and back at that time.
And they're just getting prepared, you know, but there'll probably be another strike, even though a deal was made like last year or so, uh, that covered writers, directors and actors and stuff like that. So I know some people could
care less about movies and some people don't have TVs, but I'd say largely the world does.
And, um, and you're, it's either you're after going to deal with creator content stuff that
could be engaging, but they're not going to have the the pure uh panache and delivery
of just like actors telling a story it's going to be different kinds of stories like oh did you see
them fight did you see those kids uh putting up a fucking flag over the hollywood sign yay like
that's a story but was it a great story? Did it onboard people to crypto? Does that type of
content represent the people that are in this space building? Do the people in the space do
content like that for low lift just to get engagement? Obviously, I have my feelings about
that. I like some of those people. I've met them in real life. They mean well. They're just doing
dippy stuff that gets engagement in Web2, but they're just transferred over here and that's really right now pump fun thinks that that's the
cream of the crop and if it's working i guess it's working but i really don't think it onboards
people to our side of the our side of the street in a good way um i don't know i don't know what
do you guys think dude it would be a shame if like all
content turned into those like tiktok like feel good posts that aren't even real and it's like an
ai voice and then the mother helped her son who needed a lift on the swing like that voice you
guys know what i'm talking about if that yeah if that becomes the future just apparently like
people like it obviously there's a lot of people who like their content in that form, right?
But it would be a shame if everything got turned into watered-down storytelling like that,
which is, to me, it's insulting that anybody would be watching that.
That's how I personally feel.
Yeah, really quickly.
Yeah, really quickly.
If all our people get replaced at some point,
my bet is the last ones to get replaced are Middle Eastern guys
playing Middle Eastern roles in Hollywood.
You cannot change my mind.
These guys are unpredictable.
You never know what they're going to say, with what accent, and with what tone.
You will never get replaced, Troy.
Oh, I didn't know that you were talking about me.
I appreciate that.
No, but picture this.
So there is a fetish.
You know, you remember when the was the NPC like, oh, you know, there was an NPC woman last year that kind of made headlines.
But she wasn't the first one.
It's actually like a fetishistic kind of content that people actually like.
But if you really look at it,
what you're really looking at is second life. You're removing yourself to actually not feel
feelings of like, I don't know, getting broken up with or hard times, getting into an accident,
having to deal with paying taxes, you know, like all the trials and tribulations of life.
And you're removing yourself to actually feeling those things.
And so if you're about to trade off, just looking at that all day, I would say that you are starting
on the road to like, like on a road that is diametrically opposite of culture and feelings
and growth at any kind of capacity, in my opinion. So like if I weren't an actor and I gave no fucks,
I could probably give a shit about what Troy is saying right now. But then again, on the timeline
from such bozos that shit on movies, they occasionally will ask, all right, give me,
give me your best Netflix. I mean, literally Frank D God said that a couple of weeks ago,
I need to watch some shows. Why did he say that? I don't know. But he probably
needed to take a fucking break to just go, I want to watch something like I watched when I was two
years old or five years old or eight years old or 10 or 15 years old. Like, where are those movies?
Right. And, and so it's like this cyclical thing of like, Hollywood is not interesting enough or
original enough, but they will repeat things and do reboots.
Or if me and Trevor and a few of us got together and did an independent movie and we went to
festival route, they're going to show up to buy that shit because that's what they do.
They go shopping for stuff that works, stuff that they wouldn't take the risk on because
it's already a risky business.
So that's why they're going to remake Breakfast. So that's why they're going to remake
Breakfast Club. That's why they're going to remake something like Back to the Future. And you're
going, well, why? And you'll still fucking go. And then you're going to tear it down. But you knew
that it wasn't going to work anyway. So everything in life is about repeating past magic. And it
shows up in every aspect. I've talked about this before if you
do that the first time you smoked weed and you were giggling you've never giggled like that before
you probably are going to smoke again because you want to repeat that past magic and usually
it'll show up sometimes but now you're in a rut in a cyclical you know infrastructure of just
doing the same fucking shit that has lost its luster right so anyway
that's my that's my two cents on that bro what is that gun to turn that off come talk to us
what's up dude it's been a minute how are you what's up guys i'm good how are you yeah man we're doing good we're just kind of chatting ai stuff right now but um
yeah watching the bitcoin price come up wait you guys talking about it's just a week
wait for all these ai even though they already do it wait for all these ai
bots to just learn about dog i oh my gosh uh i don't know what to say just wolf wolf
yeah man uh it'll be interesting it'll be interesting i know cloudflare just launched
the stablecoin because they want to like gate the internet the internet or, like, these AIs can visit webpages and you have to, like, pay to access the content.
It'll be interesting to see, like, AIs will be making decisions about, like, AIs will have wallets and they'll be buying and doing things in the future.
It'll be interesting to see what they do.
Can somebody break down for me?
So, I think, like, Jakey, who's an an influencer on solana he's also a streamer on
pump fun i believe what what did he do troy he basically like vandalized so so him and i i know
og the the young guy uh he's he's um uh og and and uh i think solana steve you know um
they and and their crew from the base house, which is in Compton.
Uh, it's being like that they're getting funded by a pump fund about 150 K a month.
Not bad for the content they do.
Like they're making $150,000 a month.
Yeah.
I don't know if they're making it to do a show of some sort of like just content.
It's a content house.
Sorry, Trevor, we're starting the Ordinal Show content house.
Like, I mean, listen, listen.
I mean, no jokes aside here.
Like, I can't believe that hasn't happened.
And I think that most people aren't just interested in that.
They're just like, hey, just give me the trade.
Just give me the art or give me the fucking, like, what's the, I want to, you know,
I just want to be in the trenches and that's it.
I totally get it. But like, what other eyes are
we getting here? We have no real, like aside, I know Chris coffee does some content and stuff
like that, but I don't see, you know, I've done some things, but I don't stay consistent with it
because I haven't cracked the nut of exactly what I want to do. And I don't want to be a 51 year old
on the fucking timeline dude, doing some doing, there's's a there's a type of buffoonery that you can do but then you're going to run the risk of being cringe right so i'd rather
do some like intelligent content and fun content whatever like that but i haven't totally figured
it out but enough about me it's like like the the bar for content in this whole space is so
fucking low it's it's crazy how much these people are getting paid it it really
is um one person i know is getting paid more than some marquee actors are in hollywood i'm talking
about marquee names like who's paying them who's paying them like what is this the pump fun stuff
pump fun is paying that based house about 150k a month again i don't know if it's it's, but is that, is that based on the volume their tokens doing? They're just getting like their
royalty kickback or literally pump fun. The company is writing them a check.
I, I, if I'm not mistaken, it said they're getting, they're getting one fit. Like,
I don't know if the house is just getting one 50, but I don't think it's from the top. I don't know
all the things, but I know that's what they're getting paid. So they're there to make a show.
And it's,
it's like, it's almost like fear factor, the crazier it gets the kind of thing. But it's like,
all I've heard is I just can't watch it. All I've heard is it's that as cringe as fuck. And I don't mean in a good way. So what they did in Hollywood was that they made a big pump fun pill sign,
a big white sheet with that green and white pill symbol and they went up to the
hollywood sign put some ropes around the end put some holes to be able to hook the fucking flag
and then they they they uh pulled it they pulled it over the thing and then they took pictures and
immediately helicopters and cops showed up and they got arrested and that was the thing to get
that notoriety like why not did their coin pump i don don't even I don't even know. But all the all the little news, little Twitter news things, I didn't see any like major, you know, broadcast doing it. But I imagine like a local LA probably like a video TV station must have required. I don't know. But all the engagement I saw was like under 200 likes. And I'm like, is is that like is that the best idea that you have
I I just don't get it you know it it just seems like breaking your arm to get engagement or
being a solana dev to set yourself on fire is pumping your own coin like this whole type of
stuff I mean yes they're get tiktok gets engagement for sillier. But a lot of those things that happen are not sketches.
They are real crimes.
Like people like, hey, look at this dumb lady.
And then that's the engagement.
Like looking at people that have shittier lives than you.
So you can feel good about yourself and you can comment on it and judge on it and troll on it, right?
So what does that seem like?
That's reality TV, but like in a worse way. Right. So I don't know. Again.
So you're a big fan of this. You think this is the future?
I mean, if I had if I just wish that they would call somebody and be like, listen, let me help you write. Let me let's let's help you write. Let's do some fucking great thing. Let me teach you some pan panache because sometimes you guys are phoning in the performances you know i was on my space earlier today and grace and uh root
were fake firing each other and they i was so fucking funny and believable i was like this is
hilarious and i'm an actor like it doesn't even take an actor to understand that something is fun
and believable like that to me is just interesting you know it was it was entertaining i i just don't believe any of
these people care about what they're doing if they do care about what they're doing i'm not
okay let me let me let me let me step back i think they care about what they're doing because
they're making money and they do like making content and they actually have engagement outside
of the space so they're doing something right and and I've met some of them and I do like them. I mean, they're, they're,
everybody you meet from the timeline in real life are, are two different things.
So I know a lot of people don't like these people, but some of them,
they're really nice people, you know? So I'll give them that.
It's just that I just think they need better ideas, you know,
cause there are better execution ideas,
but all we see is like the
worst thing you can do to make the news. And then let's check the receipts and see who's actually
being onboarded. Like, I don't know that I'm going to walk by and go, I got to do some crypto
cause I need to be with those guys. And maybe that happens, but I think it's few and far between,
you know, I don't know, man. I mean, I don't, do I sound angry? I think I do, but I think it's few and far between, you know? I don't know, man. I mean, do I sound angry? I think I do, but I'm not.
I'm just like...
Troy, you sound like the angry actor
because AI's taking over.
Let's reset the room.
We're here with Leo and Charlie and Cynthia.
Uh-oh, it's an angry Middle Eastern man, guys.
You gotta be careful.
Watch out for the angry Middle Eastern actor.
He is gonna come get us.
You know what I was doing, Cynthia,
when Troy was talking?
I was on some Vercel app.
I was on a Vercel app that somebody spun up.
And apparently you can crowdsource these codes for Sora 2.
And I was just copy-pasting codes, but half of them were like, oh, ass.
People were just putting random shit in it.
And I still am not in.
So if anybody wants to DM me a code, please send me a code.
Because I do not have access.
Cynthia, would you like to reset the room for us?
Absolutely.
Welcome to The Ordinal Show.
Wednesday night, maybe Thursday morning for you, but we're here in October.
October has begun and we are here with the absolute legends, Leonidas, Trevor, and a host of beautiful, beautiful audience members and speaker panel.
Lovely to be here with everyone.
We've got quite a variety of people up on stage with us,
just legends from all over the world
and from various sectors of both Web 2, Web 3, and more.
And we are so appreciative of everyone coming to join us this evening here.
We're having the greatest time, as we always do here in the Ordinal Show.
The best of the best.
The legends.
Very powerfully said, Cynthia.
Did I do a good job?
Mystery?
Mystery, come up.
Mystery, join us.
I know you're at work.
Come up.
Come hang out.
You know, he would say, very powerfully said, very beautifully said, very bullishly said.
Beautifully said, powerfully said, right?
I'm working on borrowing some of the great aspects.
You know, you're not the only one.
Every time I go into a space, whether I'm on stage or in the audience, most of the time someone on stage references something that we say in the mysteries one of
our things that we always say so it happens all the time now people are always doing it
I pretty much yeah I kind of now expect it almost just because it always happens every time I'm in
a room but I actually had a comment about what Troy was saying regarding the base house and all
the content they make, right?
And all the engagement that they're getting, for example, on YouTube and Web2.
And I think one of the main differences of us looking at that content,
like the people here up on stage versus whoever is engaging with it in Web2 and YouTube and everything,
I think the difference is that most of those people engaging with that content are way
younger.
Like they are much younger than us here up on stage.
Most of the audience, like most people, even I'm sure they're younger than most of the
people who are in the content.
Right.
So if there's people, let's say 20 to 25 who are making that content or whatever, I'm
guessing most of the people watching it are all mostly all in that age range and younger, probably mostly younger high school type of
range, even younger because like my nephews who are currently about, they're, you know, 12 and 14.
I know for a few years now, they've been watching some content on YouTube of like
other these older guys playing, I guess,
Minecraft,
like guys who are,
you know,
well,
you know,
into their twenties for sure playing Minecraft and doing all this stuff.
So I think that's what it's like out there.
There's slightly older people making the content.
The content is not for their contemporaries.
It's for people who are younger.
That's kind of like when you watch a movie about high schoolers and then you
like look at the actor list and they're all like 27. Yeah, exactly. Exactly. It's kind of like when you watch a movie about high schoolers and then you like look at the actor list and they're all like 27 yeah exactly exactly it's kind of like that and you're like these don't
these don't look like a high school like these people look so much older than high schoolers
i mean uh greece is an app an excellent example of that there's a couple i know i'm sure everyone's
seen the memes there's memes that go around about the actors in Greece who are supposed to be in high school.
Right. But some of them were in like their 30s.
So and even on 90210, the one character, the original 90210 right from the 90s, the one character was like some of them were older, but one was a fair bit older than the other ones as well.
To the point where you're like, wow, that uh that's a stretch there just age-wise anyway yeah yeah it's interesting like
there's there's like a bunch of these like creator house things like clubs of creators
they've been around forever basically i think like uh i think there was like a tiktok house i know there was like jake paul
and logan paul had a thing there's like the full send there's mr beast there's like all these
people doing this but i do agree they're all turning like 30s now like do you do the same
stuff you were doing when you were like 18 you know what i'm saying like like is mr like are these guys just gonna be like getting older and older like doing because
it's kind of like the stuff they do it's like it is kind of like they're like disturbing the public
and like it's kind of funny but it's also like disruptive and probably annoying to all the people
around them um i don't know maybe they'll just keep doing it forever.
Maybe they'll be 70 years old doing it.
Who knows?
One of the reasons I respect PewDiePie,
like not really respect,
but I appreciate what he did a couple of years ago.
A few years back, he went live and he said,
guys, I'm not that young anymore.
I want to have a family.
I want to have kids.
I cannot do the same stupid things I've been doing all these years at that level.
I have to tone it down a lot.
And he said, I know I might lose viewers.
I know most people will not like it, but you have to adapt to my new content,
which was very sincere.
here like i i really appreciate that approach and what was the fan base's reception well he he lost
Like, I really appreciate that approach.
And what was the fan base's reception?
obviously some of it because uh he was very popular when he was screaming in like an insane person
for no reason all his reactions while he was like gaming he was doing all these crazy reactions
so like a good good percentage i would say 20 of his fan base was there because of that, which they were like the 20% that left were the brain dead people.
So he didn't lose much.
Those who stayed for the quality content, I believe they benefit him even more.
So I guess the counterpoint to that would be, I don't hear about PewDiePie very much anymore.
So like whatever he's doing isn't, I guess as much anymore like what is he doing yeah he does some kind of
videos but very rarely uh he's not that active anymore but also leo you have to consider that
whatever is trending uh usually has to do with some kind of buffoonery or bullshit or whatever. If you want to become super popular
for no reason, you have to do a crazy act. Go and vandalize the Hollywood sign. That will get you on
the headlines, even for an hour. It's wrong, but it will get the job done. So all these other
creators like the Paul Brothers or whatever, or Mr. Beast, although Mr. Beast has different content now,
they try to, you know, provoke people
in order to get their attention and trend, even for a bit.
Yeah, man. Yeah, look, I think, yeah, I don't advocate.
I think, like, it's a lot more tasteful and probably appreciated
when you do things that aren't just, like just obnoxious or vandalizing stuff, but you get attention anyways.
Because it probably means there's maybe more substance to what you're doing or you have to be more clever, more artistic or something.
So it's an interesting – yeah, it's interesting.
Troy had some interesting thoughts there.
J25, what's up, man?
What happened to OSD?
Why is there no more OSDs?
Good question.
I didn't even know I came up here.
Thanks for having me.
Welcome to the Ordinal Show, sir.
Cheers.
But I do like the AI combo.
This is actually a good little combo we had in Discord today
on just like where everything's going.
Yeah, OSD, I seen hype on the timeline i know
he was in hong kong there's been some other some other peeps but a lot of us just kind of went in
our own holes and locked in in our own way and just kind of doing our thing so it's nice to see
you know people out and about and hopefully this uh this corn breaks all-time high soon, right?
All-time highs.
Cheers.
All right.
All right.
Well, we'll have to – maybe there can be like an OSD reunion show at some point.
I would love to see that.
I feel like it was.
Like it was one of the, I thought you guys were,
yeah,
like big shows. I mean,
gaining a lot of steam recently.
I mean,
they also had like,
they had,
you guys had like good trading conversations,
shows that like conversations that just don't really happen as much anywhere
else.
If I was,
if some shit was going down in the middle of the night,
like you wanted to be on OSD kind of listening to see what the scoop was.
So yeah, I hope whatever happens there,
y'all can bring it back at some point or maybe it's less frequent,
but once a week, every other week, I don't know.
I would hate to see it just totally disappear.
Yeah, there's like spinoffs and stuff like that, like I said.
No, it was definitely cool.
I think what made it great was it's like the,
the, we work kind of, you know, you came there, did your thing.
It did get a little distracting. I think, you know,
near the end trying to keep everything sorted from the schizophrenia to like,
you know, being productive. That's always a tough task. But yeah,
like I think just more regular things like that and i
think that might have been even a little bit of the divide because like some of us were getting
more into like day trading so right we're up at like you know nine o'clock for the eastern open
and then others are like shitcoining all night and it's just you know you can't cover everything
all the time it gets it gets exhausting yeah it's hard to run a 24 7 twitter space
yeah i agree man i agree it's honestly very impressive um yeah it's impressive what mystery
zone does and osd you guys are just like the consistency is crazy i mean trevor like
you know we do this twice a week and like i would say it's like you know a decent chunk of our time
and effort and just like planning different guests.
And if, you know, you bring Casey on, you want to have really good questions prepared.
And I don't know.
Yeah, it's like I can't imagine running a space 24-7, let alone, you know, every night for an hour or two.
Twice a week is plenty for me.
I think, yeah, I couldn't really imagine doing a whole lot more.
All right.
Cypher, what's up?
How are you doing?
While he finishes taking his nap, I did have a question.
Anybody got the TLDR on the timeline for, like, Spark and Magic Eden?
I really haven't been following that closely, but I know it's imminent.
So, yeah, I've seen them tweeting about it.
Well, I'm going to be honest.
Based on the way they were tweeting a month ago, I thought it was like a week away.
So I think they're probably like working on it and tweeting at the same time,
kind of like they did with the slingshot stuff.
So it's hard.
I don't think there's like a specific date.
I think probably engineering is happening while they're tweeting about it to build attention so it could be
a ways away but yeah it's it seems imminent but it seemed imminent a month ago so
fair yeah we know how this space goes so that's fair thanks hey i mean i dude look i think it's
just good marketing you know it's like runestone airdrop felt imminent for two months
oh all right so the announcement about the announcement goes a long way dude you got You know, it's like Rune Stone airdrop felt imminent for two months. All right.
So the announcement about the announcement goes a long way.
Dude, you got I mean, you got to even go further.
If there's not an announcement about the announcement of it.
I mean, you have to do like I'm announcing something big tomorrow and something big is coming.
Very little teaser.
Then you do that big thing like there's a huge announcement coming.
That was the announcement.
And then you have your actual announcement, which is actually nothing's released.
It's just sharing a little information.
And then you do your big announcement, but you set it on a certain date.
And then you let the date come and you let the date pass right by.
Okay.
And then you say, we had a delay.
And then you do that for two more months and then you airdrop the runestone.
That's what you do.
That's the path to maximizing attention for a crypto project.
Okay.
Very cool, guys.
Trevor, you got any other topics for us this evening?
Yeah, man.
So this is the thing I was kind of going to touch on a little bit earlier, but I forgot, which is that.
You know how like you see on YouTube, right?
So on YouTube, if you use like a song in your YouTube video, like the monetization, I think they, I mean, they're probably a little bit crazy over the top on it.
But I think all the monetization actually goes to the creator of that song, right?
It actually goes to the creator of that song, right?
So I think where we're seeing some of these social platforms go
is that the same thing will happen to memes,
so more like video, for example.
So it could be something like, I mean,
this should have been the idea for Top Shot,
but it was obviously they never implemented it,
which is that the ownership can fall into not just like a song and you get like a i don't know how much people
make when it plays on youtube but you get millions if it gets millions of listens and they get
something but similar with memes and and i wonder how that might affect like for example meme coins
uh and that kind of thing with the platforms like uh it's a good thing that x already went to
you know uh giving um creators revenue right like now everybody a bunch of people
get like 100 bucks a month or i don't know how these people get like when i say that these
screens have like a thousand bucks a month i've only been able to get a couple hundred bucks a
month you know it's like a good it's a good uh friday night out kind of thing um uh i think that
we will see as like sora the Sora video stuff comes. Cause also these,
when you try to make,
like,
I was shocked to see all these Sam Altman videos.
I mean,
I mean,
not that they were shocking the videos themselves.
I was shocked that he like lets people use his own site to make videos of
him,
like,
you know,
enslaving the human race and force people to eat dog food and stuff.
But like, there's this inner interesting intersection of video ip that could potentially
tokenize monetize etc intersection with meme coins and that kind of thing i'd like to see
especially for helping artists to make money or creators make money um and so that's kind of
something that just came upon my mind space today.
Yeah, it's interesting.
Do you have like,
would this be on a platform?
Like how would this kind of work in theory?
So like, you know how like,
there's like memes out there.
Like there's like the,
that guy without the teeth laughing
and he's like some,
in like Latin America somewhere. And he has like this like hilarious laugh or he's like, he's like barely breathing,
right?
Like how many times has that been played online as a video and now apply that to, you know,
some that somebody creates with AI, like imagine someone in this audience, someone creates
something really cool with AI, hilarious meme with AI, like, and that gets played on TikTok a million
times, like, shouldn't there be monetization tied to that, to that, right? Yeah, okay, that's
interesting, I see, yeah, there is this concept that was popular, I think, in, like, the 80s,
where there was this early iteration, or I don't even know if it was built, but an idea
for the way the internet would work, is that everything would be a pointer to something. So like you would, uh, you would not be able to like share, like, like there would
only be one photo on the internet and it would always just be pointing back to other photos
or like, um, I don't know. Everything was like deeply linked throughout the internet,
um, versus just individually hosted on different pages.
Obviously, it didn't quite work out like that.
But yeah, I think the difficulty is like, you probably, I guess you would use AI to determine if something was used, right?
So you would have a filter, an AI filter that, like, looks, like, Elon would have a filter that looked at every post or every piece of content and analyzes the IP that was used in it.
And then that IP owner, if they have an account, can, like, collect the rewards for that, right?
So, like, for, like, example, Magic Internet Money, Mavin's bot could, like, collect every time there's like, like, uh,
you know,
Binance tweets out his meme,
right.
you know,
I think,
okay,
I could put it in their header of their,
you know,
platform.
He earns a little money for every time somebody sees that a little
impression.
It's interesting.
It's,
it's,
you'd have to do the like tracking part,
which is a little harder.
cause you have to like identify it that it was like identifying who deserves what is a little harder right you could imagine you
could imagine like a voluntary version of this too though where people just say hey like i'm using
this and therefore some of the views of this should go to this person 100 dude if i if i was um let's say like
tiktok like the company i would and like for these things that go viral like i would allow people to
tokenize them and then i would share the revenue with those communities who like drive the
engagement and then like then you're full circle because the problem with like, meme coins today is like, I mean, this isn't necessarily a problem,
but like, for all meme coins, like for communities and things like that, or collectibles, but
like, I think from a larger perspective, if you want to have like a thriving meme ecosystem,
then tying the monetization to the token is kind of like the thing that
that is like the holy grail right all right i know like chill guy is an example of
i mean it wasn't their ip they made a meme coin out of it and then the chill guy sued them i think
or something like that i think he actually got i think he got like paid at the end and then they
were cool oh okay that's a good ending like yeah he was like gonna end, and then they were cool. Oh, okay.
That's a good ending.
Yeah, he was going to sue them, and then they're like,
no, dude, we'll give you lots of money.
He's like, you'll give me how much, probably?
That's hilarious.
J25, what's up?
Yo, great combo.
This actually made me think of another goose.
Shout out to Kramerica.
Kramer has been in the movie
industry for a very long time.
He helped work on Tiger
King. Is it cool if I put up one of
his posts? He made a liquidated
video about Zanzarisma.
Yeah, I mean, I don't know
what that is exactly, but...
That's a person who was trying to get on stage before,
Leo.
You know Colton.
Oh, my God.
We're not bringing Colton up.
No, no, he's not coming up.
It's an AI video he made about how...
We're not.
No, we're not doing Colton.
We're not doing Colton, unfortunately.
That's fine.
That's why I asked,
but I just wanted to use it as an example.
He's using Sora 2,
and he literally made an entire video about Colton
that he has on Spotify and other streaming
services and is getting
monetized by using Colton's
image. We appreciate
you, Sharon, though.
Yo, DM it to me, J25.
On it.
If it's not
okay. It's not lewd. I mean, it's weird, but it's not
lewd. But yeah, check it.
Blaze, what's up?
What is up?
How are you guys doing?
We're good. How are you?
Doing well. Thanks for asking.
I haven't gotten to tune in in a while.
I love catching up, and I'm always like, I'm missing a lot of stuff.
But I always want to help out where I can.
I was on the Magic Eden space today and they said spark he
was like the guy that's putting it together was like well i kept setting it being october
and guess what it's october now so he's like probably the middle of october so
i'll believe it when i see it but he sounded like he had a lot of conviction behind his voice so
there's that and give us the tldr what did the space cover like what like i
didn't listen to it i was working so i was only like half listening i'm trying to think that he
kept saying something about everything at the end of it's going to be like dot emmy so you know that
it's on spark i still don't know i'm still confused is it a ruin is it an alkane is it something
different um because i just keep thinking about the time blocks i didn't get to get on stage and It's on Spark. I still don't know. I'm still confused. Is it a Ruin? Is it an Alkane? Is it something different?
Because I just keep thinking about the time blocks.
I didn't get to get on stage and really, I don't know the details.
But he kept saying that it should be launching later in the month.
And it's going to be really easy for people to launch stuff.
It's probably going to be tied to a lot of the Magic Eden coins.
So maybe it's a coin from magic eden i i
don't know i i don't know the details i can help i can help out here a little bit so uh basically
uh spark is an l2 on bitcoin and they magic eden basically partnered with them they're building a
launch pad and dex i think lubenex is also doing the same thing. And I believe Businessman is doing the same thing. They're building launchpads and
DEXs for meme coins. And yeah, it's basically a token standard that they created. It used to be
called LRC20 and they have called it BTKN. And it's basically just one more token standard on Bitcoin. That's, yeah, basically, I would consider it L1.
You can't fully put it together with just L1, but there's like a little bit off chain, but it's cool.
And there's some like novel stuff around the way they're storing data with like the hashes and addresses and stuff, which is pretty clever.
I think that's not what people are paying attention to is most people are more interested to see like how good the like Spark tech is, um, as an
experience. So I think like they ran into some issues when they first launched over the summer.
And I think kind of took a moment, re-looked at everything and kind of built kind of a V2 and
then that stuff's coming online soon so
whether it'll be you know next week or next month i'm not sure but it's they've been working on it
for a while um and yeah that's pretty much the situation i'm kind of a little sad that magic
eden is kind of like moving from broons to other stuff but yeah you know it is what it is they're
you know they're trying to make money so uh well
on that on that note is there any plan of like dog or have you heard of other runes maybe using
that like they use solana other chains etc um i mean yeah so think about it you know you can take
a rune and kind of move it into any other ecosystem or platform, whether that's a centralized exchange, another L1, another L2.
I believe there are some efforts to make Rune tokens go to Spark.
I'm not sure the exact technical details, to be honest, like I'm not super paying attention to it.
It's like you're basically moving it to the BTKN token, which I'm not, like, super thrilled about.
I'm, like, a little bit of the belief that the, like, 20 different token standards on Bitcoin is kind of dumb at this point.
It's not ideal.
So I'm not, like, you know, I think the innovation is cool.
And, like, genuinely, there's some, like, pretty neat, neat like hashing stuff they're doing with how they're doing it.
But yeah, at the end of the day, like I'm just not a what I think what I've observed now many times is basically somebody launches the meta protocol and it'll have some support.
And, you know, people will do this first, this first aping into it.
And like, there'll be a bunch of attention.
And then attention just moves away.
And it's like most of the people were there as traders, not like long-term believers in
the thing.
And that's, that's like the hard part where it's like, I have to be very careful what
I promote because it's like, even if I think it's cool, if I also think that everybody's
just going to leave after a couple of weeks,
I'm not going to throw my reputation away saying like, guys, we should move to some new standard.
When the reality is like, I've looked at it, like if you want the most native kind of open source Bitcoin tokens, like runes is the best there is. And if somebody comes out with something better,
I'll be more than happy to admit that. I just know that with the current design space on Bitcoin, it's not possible. I think we may have something like
OpCAD in the future where you could kind of do an upgrade to runes, which could be pretty cool,
make it more native potentially. But it's all theoretical because we would need to fork Bitcoin
to do that. So today I'm just kind of focusing my time and energy on like the,
the rune stuff, because I don't want us to just be jumping around from thing to thing to thing.
And we'll, we'll more than happily talk about these things on the show. And I like genuinely
find them pretty cool because like, I've also thought about the design space and I love how
like very smart people like over at spark think about these things. I'm also just not going to be like telling everyone to spend their last sats,
you know, farming the, you know, first mint on a new meta protocol.
I just want to, you know, be conservative in that regard.
So I don't go like crazy into these things.
But yeah, I mean, look, there's traders that will go trade and make money on these things.
And yeah, there will probably be some coin that pumps whatever's
like considered the first or the best token will pump. But I don't know, man. I've just,
I've watched a lot of people get burned on a lot of stuff over the past like year and a half.
And what I really want to see is like a coalition that's large enough where I'm like, okay,
this is going to have staying power. People will be tweeting about it in three months.
First, like we can all go do the fractal thing and the fractal thing was fun i didn't participate but i watched it was very entertaining i don't remember that guy's name
um francis you know i love francis tweeting at me all day long shitting on runes and dog i mean it's
whatever i think he left the crypto space actually i'm pretty
sure i saw that tweet on his timeline yeah but it's kind of like you know fractal was the only
thing people talked about for that like two week period and i just kind of stayed out of it and
like looking back i'm very happy that i stayed out of it right so you know i think there's there's
trades there's money to be made but yeah it's yeah these things are honestly kind of just like made up ideas in our head at the end of the
day too.
You need buy-in from a lot of people to have your stuff last.
Otherwise you're just going to end up kind of like some, some, some of these other meta
protocols that did something cool, but didn't differentiate enough.
Didn't bring enough new to the table to like really like 10 X better the situation. And yeah, there's a lot, there's a lot of meta protocols in that,
in that graveyard.
And I think it's up to people to kind of analyze for themselves.
Like I think it's very smart if you want to go, you know,
first is first buy into these things and, you know,
sell in a week later, I think there's a lot of money to be made there.
It's a different thing to say, I'm going to go build on this meta protocol for the next
two years and I'm going to spend all my time focused on this meta protocol and in that
ecosystem.
And like, you can do that.
And like, I have no idea.
Maybe, maybe Alkanes becomes the biggest thing ever.
Like Bitcoin, the space gets a ton of attention again.
All of a sudden, like they've got some really cool smart contracts that enable like pretty
cool experiences. And all of a sudden like they've got some really cool smart contracts that enable like pretty cool
experiences and all of a sudden that's the thing um and i think there are a group of real people
doing that i don't know if it's a large enough of a group of people is what i always kind of uh
look at i'm like strength in numbers right like some of these random l1 blockchains
if they're able to get a ton of people to pay attention to them, you know, people,
people will use it.
People will stick around and tweet about it or whatever.
So you need a lot of people.
And I just don't, I don't see the space right now, like being at a moment where you're going
to just like attract a ton of people to your thing.
I think you're going to get a minority of kind of traders to come pump your thing for
a few weeks and then leave is probably what happens because that's what's happened for the past year and a half.
So I don't get super involved, but I think there's money to be made. I think Spark has like real
institutions behind it and they will probably send a token. I would imagine to $10 million,
10 million plus for, from one of these launch pads. And if you hit that, if you hit that lottery
ticket, I mean, you can make a lot of money flipping that. So if you hit that if you hit that lottery ticket i mean you can
make a lot of money flipping that so um you know that's that's pretty much the game everybody's
playing okay blaze i just want to give a shout out to asia 19 5 1 19 5
is this colton no no we're at bitcoin is at one one one nine five zero zero shout out asia
all right so what what are we up to let me look can i ask one question before i step off yeah yeah
go ahead please um it's probably more a trevor question but and maybe there's nothing to talk
about but i'm just curious the big stuff on the timeline today was game stop upping their membership five dollars and so i immediately thought like
what would the comparable theater thing be to bitcoin as we're approaching more
gaming on chain and everything like that i was just curious if um that sparked any thoughts with
anyone here the game something are you are you asking like a veiled question about like any off on pizza
beds no no i i'm anxious i have my two breeder sets i'm i don't need any alpha i'm just i'm
just thinking about like what would the equivalent be um or how would that ever i don't know I just made me think of gaming on chain did I definitely think I
Mean the the gaming catalyst
Theory for the bull market is like an eternal one I think like I always think that it could happen any day
If like some game just got a bunch on board a bunch of people I mean and if like
literally all these use cases, like I think
Vitalik was quoted as say the inspiration for Ethereum was like World of Warcraft or something
like this. Like I think that, you know, like there could be primarily has to be a good macro
environment. We're in a good macro environment right now. And but we're seeing all this money
from the public markets just go through these digital asset treasuries. And I mentioned at the beginning of this show
that there's like every layer, every alternative layer one. So there's an Ethereum digital
asset treasury, which is 10 billion, which is actually the second biggest treasury after
sailors, which is like 100 billion in Bitcoin. There's a Solana treasury people are working
on. Like every layer one right now, like during my New York trip, I come up with a bunch of friends and things like that and
colleagues and everybody's looking at a making a digital asset treasury of some kind for layer
twos, all layer ones, etc. And I think there's a sense among these executive teams and these
in these industries that if you don't have a digital asset treasury, you're going to be like left behind because Ethereum literally pumped from like 2000 bucks to 4000 on this digital
asset treasury that they got. And as we know, like the run up for Bitcoin to 120k has been
fueled on that kind of buying as well. And I think there's still that this song is not over,
the music is not over from what I understand that. But I think
that the alt season will be catalyzed. It could be catalyzed. Well, if these treasuries go to get
to market, then like there's get the tokens are going to pump, which could bring some renewed
energy into the space. But yeah, there's so many different potential catalysts because the
fundamentals of the space are just a lot stronger than they were in 2021. When it comes to the user
experience, when it comes to the useful applications, when it comes to the things that we actually know
how to do. So I generally don't think that we're anywhere near the top. And I think it would be
really weird if we're at the top right now. If you try to make the call that this is the top and then try to explain what happens next
based on that presupposition uh it doesn't really make any sense versus like the idea that okay like
eventually an alt season is coming pretty soon maybe it's next year beginning of next year
january maybe it's the end of this year like it just it kind of makes a lot more sense like occam's razor also we're all i'm biased so i can't really think like i can't really rationalize any other direction
so thank you it's very it's very rational what trevor just said like if you think about it
the energy right now is not the energy forget prices it's not the energy of an all-time high
it's just not.
So usually those things are correlated.
Peak FOMO, just absolute irrational craziness and high prices at the same time.
And that's not what it feels like right now. It's actually the most possible bullish thing ever that Bitcoin's $119,400 right now and nobody gives a shit.
That is the massive bullish setup that you won't actually.
I love it.
Okay?
It means we can go to 300K potentially
or 200K or whatever.
So, yeah, very, very bullish.
Yeah, it looks like Blaze left,
but I was going to say,
I think after we rip some of these four meggers,
you'll hear some more stuff about Pizza Pets pretty soon.
Ooh, Trevor's cooking.
Trevor, I guess we can kind of just look in the mempool.
Just study the mempool.
Just sign up for notifications from the Twitter account,
ord.io, and you'll be good.
All right.
All right.
I like it.
I like it.
Okay.
Well, yeah, Bitcoin is definitely pumping.
It looks like it's about to hit $120K again,
which would be dope.
Sweet.
I pinned above Bongo's tweet, he's using Sora, bro. I don't know where he's talking.
I'm going to unpin that. Nobody needs to see that. Nobody wants to see that. We don't need to see that.
That's like a not safe for a work post.
That's like a not safe for a work post.
All right.
Okay.
That's what my DMs are for.
All right, we're bringing up a moon bird.
We got a moon bird coming on stage.
Azizo, what's up?
Hey, nothing, guy.
How's the space going?
Good. We saw you had a moonbird on.
Are you bullish moonbirds?
Oh, yeah, yeah.
I'm totally happy with the moonbirds, how it's going.
There's actually some moonbirds
that are sub-1 mil inscriptions
that are listed at, like, $10.
What are those?
They're standalone Moonbirds.
It's interesting, Moonbirds are CC0,
so it's like legal to do that.
Aziza, what's the deal with,
isn't there like a Moonbirds token happening?
Yeah, so I think they might be waiting
until the market starts heating up a
little bit more so it definitely will be a i i think maybe on solana because if they've got
a function tomorrow with solana the founder of solana or maybe on um on apecoin because there
was some talk like uh yuga lab still have some IP with Moonbirds.
Interesting.
Yeah, that's interesting.
Our co-host on this show is a very big fan of Moonbirds. He's not here today.
We have our stand-in co-host, Cynthia,
but Jan is a huge Moonbird
fan, so we'll have to update him next
time we talk to him.
That's so cool, man. Yeah, that's Spencer, the guy who's
taking over. He's really good with
NFTs and the market.
Have you seen the cards that they're coming up with?
Say it again.
Have you seen the cards?
Oh, shit. So basically, the guy who's taken over Moonbird right now, Spencer, he got the IP for Pud penguins I had to do their cards and now
they're releasing moon bird like play cards like Pokemon so he teamed up with
Luca you're saying and like Luke is releasing these cards yeah well actually
Spencer is the guy who's just taken over moon birds orange cap games and pudgy
penguins but the cards as well yeah it's really cool explain how it has to do with pudgy penguins oh so first the first launch that they did was actually the the pudgy penguin cards
and then now yeah so now and then afterwards he took over moonbirds and then now they're
launching the cards as well trying to make it like like just apart from like Web3 people to bring it to the world.
So it's kind of cool.
Dude, I dig it.
Trading cards are awesome.
I had a massive Pokemon collection.
And yeah, we got to get deventralized Cynthia to do this with the Ordax.
All those cards he made, they'll be pretty sick.
Physicals.
I wouldn't be surprised if he wants to do that in the future.
But they are working on a lot with the cards and with the site in general.
I know they're spinning up a ton of stuff.
I don't know specifically everything, and I obviously can't say what I know.
But I know they work really hard.
And Ordex is also the only platform absolutely anywhere across the entire eco where you can get your ordinals inscribed on Bitcoin,
but you can actually use EVM network to pay for them. So you don't actually have to give up a
single set to get your ordinals from Ordex, which is awesome. So yeah, that considering they're the
only ones who can do that. And I know they've been there's some other stuff that Proteus,
the dev has done. that's absolutely amazing.
So I can't wait to see what else they're working on.
It's going to be really cool.
And I know they're just going to continue to grow the site.
Dijan was talking about it last week in a space.
And they're definitely going to... They're working on a lot.
There's a lot of new artists on that site.
And they're adding more and more.
And it's going to be really exciting to see.
So I suggest everyone go to or-x.com, check check it out and they have a lot of cool shit on there so many cards uh that's
kind of what they started with this card meta but they've moved into other collections and art
i released my my ordinals collection on there of art and i'm going to continue to do that
the bitcoin cyborgs are minting there as well at the
moment. So make sure everyone go check out Ordx, grab some Bitcoin cyborgs, grab art. We want to
out everything on that whole platform because those two guys are literally the best in the space
and they are always showing up, always helping, always supporting. And they've been around for
years and they're not going anywhere.
So we love WordX and shout out to them.
How many cyborgs have minted
and how many still need to be minted?
Oh my God.
Actually, a whole bunch have just minted
in the last little bit.
You know, Middle, that tuxedo,
tuxedos company that he works for,
they actually minted 10 cyborgs last week to add to their um
to their treasury so that's i'm super bullish on that that's amazing they had a great space uh that
mystery and i were in and we talked about cyborgs and everything so that was really a lot of fun uh
tuxedo and uh and manic pixie did a great job with that space. It was wonderful.
And actually, the new cyborgs have surpassed the OG cyborgs in mint numbers.
So I was very lucky.
I was able to snag 808, which is how many cyborgs are in the original collection.
And now I think about 820 cyborgs have been minted.
And they've been minting fast.
So everyone should go grab them because I guarantee, especially with this next run that is just starting here in October,
it's going to go from one day to the next.
There's going to be a bunch of cyborgs left and then it's just going to be gone.
Like they're going to be all gone really fast, I think.
It's going to be from one day to the next that's my prediction yeah for people who don't know
mysteries down in the audience and this is like one of the longest minting ordinals collections
that i'm personally aware of i think like timing wise it was kind of dropped right after ordinals
that kind of peaked i guess so that gives It dropped right the day that mint fees went up.
Like the mempool was literally at like one for so long.
So it was released, I think it was beginning of November,
I believe, of last year.
So literally the day before,
mystery never talking, mempool was at one,
had been at one, had been absolutely dead across the board.
He's like, all right, I'm going to drop this tomorrow. Finally. I'm like, hell yeah. Drops the project. Literally
that same day is exactly when mempool fees just like spiked up to, I think they went up to 10,
maybe it was at least five, six, seven, somewhere around there, but maybe even up to 10 or a bit
more. And it was just really bad timing.
But, you know, there's a lot of people who have minted the cyborgs. Everyone's really bullish.
There's an amazing community, a great discord. And there's we've done tons of giveaways like
mystery has done tons of giveaways with the cyborgs. Right. And that's led into our space as
well. So I definitely suggest like if you don't have any cyborgs, then you actually don't like
ordinals because mystery and I like he I don't have any particular I don't have a tie to the project.
I'm just a very passionate and supportive cyborg myself.
Right. I didn't make the project.
But mystery has been out here since 2021, as have I.
And we've been grinding, you know, every single day and doing our space every single day, as Leonidas mentioned at the beginning of the show.
Tonight will be day 385 in a row with literally not a single day missed.
So he's always out here and, you know, can't say better things about Mystery.
Super nice. We've hung out in person and awesome co-host, awesome friend.
Really supportive. He pretty much minted almost every single
ordinals project you can think of apart from like you know wizards that were point two because we
can't we can't afford that shit but uh you know apart from that yeah definitely mint cyborg support
mystery come to the mystery zone with me cynthia tonight at midnight eastern standard time because
we're there every single night all right awesome awesome to hear and yeah
i think cyborgs will mint out one day and when it happens it'll be epic and i do think these
things kind of cascade you know it's like nothing and then all of a sudden you know people kind of
you can kind of feel it it's like the the velocity and then every that feeds into itself and then it
just mints out i've watched it happen many times in the past and all we need is yeah a little little attention come back to ordinals it's gonna happen
um Tuxedo your company bought you 10 Bitcoin cyborgs you don't even have the decency to wear
one as your PFP yeah man you're evil uh anyways uh yeah basically what the reserve thanks cynthia for the shield there but
basically what the middle reserve is is uh whatever i appreciate uh as uh not just art artists like
you can you can like whatever you want but uh when i appreciate someone i i like to show my
appreciation in that way so we add stuff now here and there into the reserve.
But regarding Mystery in particular, it drives me crazy how this collection has not minted out yet.
I mean, people are ready to mint out whatever the new trend is.
is I have nothing against new mints.
I have nothing against new mints.
I welcome new mints.
Like, on the contrary, I would say,
please have more new mints
because we see them rarely these days.
But guys, you are ready to mint
whatever the fuck is promoted this week.
Can you show some appreciation to the guy
that's been forever
and he has been entertaining you
and he's pouring his soul out there every night
like for the love of God and even from an artistic point like cyborgs are great
I have personally three by the end of the year I hope I will have 30 but please
like you like the art go mint you like the guy go mint it's it's they're super cheap that's true 10 bucks triple
zero one plus fees ends up being maybe 20 bucks all together with fees so extremely affordable
kind of attainable for anyone if i weren't a poor artist i would have even more i have i think 11
at the moment and uh you know planning to get more for sure what inevitably happens in these
situations is people will wait till fees go away absinthea and then it'll cost like a hundred
dollars of on-chain fees they could have gotten it now for ten dollars um i don't actually hold
a cyborg yet i may have to consider bringing one into the into the collection consider consider
i'll have to see i'll have to see how i'm treated on the Mr. Ezo. I'm gonna fly
wherever you are and beat you up
if you don't mid-cyborgs. I'm sorry.
I have to do it.
One of the coolest things
about Ord-X
is you don't have to pay with corn.
You can pay with shit corn.
It's amazing.
So what? I actually, obviously,
I haven't tried this yet you basically connect
your metamask or your phantom and then can just pay with like solar eath right yes yeah yep exactly
or if you have okx you know you just use the same connection yeah not sold just yet uh but i think
they're working on that next uh but evm for sure you can use uh just regular ethereum you can use
base you can use arbitram you can use usbitrum, you can use USDC, USDT.
So there are definitely some different options. I haven't even looked and checked to see all of
them. But I know several people who have done the minting with EVM. And it's been super easy,
super great to use. No one's had really complaints. There's even a tutorial for anyone who's not sure
of how to do it on the site. But yeah, it's and I think mr. E is actually even posted he may have posted a video of him minting a cyborg or something with
EVM to show everyone how it's done I believe he has that's all well and good
but you should just directly DM Deegan and he will take the time out of his day
to help you with a hand white glove tour okay everybody DMD I'll second this
DGentralized really likes to give people walkthroughs so please go ask him lots white glove tour. Okay. Everybody DMD. I'll second this.
DeGentralized really likes to give people walkthroughs.
So please go ask him lots of questions about Hordex.
Okay.
We got Azizo.
We got Azizo with their hand up.
What's up, bro?
Hey, bro.
I was wondering, so I want to start collecting ordinals.
What do you think is kind of maybe the best collection I could go for to start?
Bitcoin cyborgs, Bitcoin cyborgs, and then more Bitcoin cyborgs, definitely.
And then also Pizza Ninjas on top of that, of course.
Yeah, we, Aziza, we have a lot of collections.
Art, PFPs, gaming.
You've got to be a little more specific.
What are you shopping for?
What are you looking for uh maybe like a couple of thousand dollars something maybe undervalued but not too
expensive and are you looking to collect like art generative art are you looking for like pfps
to maybe an ordinal pfp to rock um what are you kind of looking for uh maybe maybe bro maybe um some artwork that's not done
before maybe something just really something cool uh so we we it's interesting like we've got a bunch
of different pfp collections on bitcoin all are like a unique aesthetic that didn't really exist as much
on Ethereum.
Like you've got on Ethereum, like the CryptoPunk kind of just standard like pixel art.
You've got the Bored Apes, which is like the kind of like messy cartoon kind of look, right?
like messy cartoon kind of look, right?
So here we've got,
there's an aesthetic pioneered by this guy,
MavinsBot, that he uses.
I don't know if it's actually Microsoft Paint
or a similar tool,
but this is what the Bitcoin puppets use.
This is what the Taproot Wizards use.
There's an upcoming collection that's pretty hot that actually MavinsBot himself is releasing, which is a 10K PFP of the Wizards use. There's an upcoming collection that's pretty hot
that actually Mavins bought himself as a releasing,
which is a 10K PFP of the Wizards,
which will also use that aesthetic.
So that's like a kind of aesthetic native to Bitcoin.
OMBs are this like hand-drawn,
then taken a picture of, I believe, sketches.
So this artist, Tony, literally hand draws every single piece,
and it's like 9,000 pieces.
That's definitely worth checking out.
We have Trevor up here who can probably talk better about his collection.
He's literally the founder of a popular PFP collection on Bitcoin,
which I would say is like a very clean, minimalist aesthetic.
Kind of the colors pop.
There's, I don't know.
I'm not going to get too into the art, but Trevor can tell you like the other things
about it as well.
Trevor, if you want to just quickly give a 30 second show on Pizza Ninjas.
I mean, the biggest thing is we're focused on helping holders monetize their character.
helping holders monetize their character and we're launching ip school in a few weeks like
not a few weeks but more than a few weeks but it's very very close so and we're working on
the intersection of ai and that kind of thing and pizza ninjas was also uh the largest ordinal
inscription ever was pizza ninja, as he saw.
So it's a four megabyte Bitcoin block.
The entire block was taken over with the Pizza Ninja.
And Trevor currently holds the title.
It's actually interesting.
Nobody's come after it.
There was a period there where it was just like you could have the title for like one week.
And then it got taken over.
And yeah, Trevor played his cards well because instead of like doing it in the middle of that he kind of you know strategically
waited the irony too is that it's like cheaper than ever now to do a four-packer like right now
yeah i don't know i can't yeah i don't know the runestone was very expensive and now we're like
the 20th largest inscription well that's the thing is nobody, nobody wants to do it when it's not expensive.
People want to,
people want to buy when it's expensive for whatever reason.
Well,
yeah,
I mean that literally these are a metric that measures how much people want
the box space.
Right.
So yeah,
I don't know.
Yeah.
I'd also like to shout out gamma as well.
They have a lot of different artists.
So if you're looking for, like, really original work,
there's a ton of people doing some really cool stuff,
and you'll find any aesthetic you want on there.
Yeah, so Izizo, that's gamma.io, gamma.io with two Ms.
Awesome.
Oh, thank you, guys.
I'm just looking at the stuff.
The art's really cool, bro. I like the orange at the stuff the art is really cool bro i like
the orange in the background it's really cool on the pizza ninjas yeah i mean best place to grab
those is just magic eden um their bitcoin ordinals section they've got probably the most liquidity
satflow is great because they don't charge fees so satflow is also great they just don't
there's usually not as many listings on satFlow, but they do charge literally zero fees, which is super dope.
Oh, big respect.
This might be a stupid question, but where do I keep these NFTs?
Can I put them on a mask or do they need to be in a Bitcoin wallet?
Where's Jan when you need him?
We would have killed UX first, but our co-host wasn't here.
No, I'm just kidding. X first is the answer co-host wasn't here, so we're gonna...
No, I'm just kidding. Xverse is the answer.
It's the best wallet. We all use it.
Big respect.
Hello, I'm Jan.
Get Xverse.
Why does Jan such a high-pitched voice like that?
My shorts for working out
are very tight today. I'm sorry.
I didn't notice anything out of the ordinary with Jan's voice.
I just can't believe Jan skipped the show just to do a workout.
I mean, that's kind of ridiculous.
But whatever.
We know where Jan's priorities are.
I mean, are you really surprised, though?
I'm not that surprised.
I was just kind of shocked.
You know,
we take the ordinal show pretty seriously and I,
I checked our group chat and I saw that.
I just was like,
this kid's not as committed as Trevor and I am.
I mean,
guys,
don't,
don't fret.
I am sure you will hear all about it as soon as he gets back.
We'll have to do,
we gotta,
we skipped our health segment with Y with jan our little health segment at
the end of the ordinal show for a while it's so weird it's so weird i i can't believe bitcoin is
pumping it's and we're not actually talking about jan's workout and sleep habits because usually
bitcoin only pumps when we're talking about jan's diet diet choices and workout habits. Seems like we're in a new paradigm,
guys. We're in a new paradigm now.
So wait, should we
not allow Jan back because
he's a bad luck charm for Bitcoin?
Is that what Trevor's saying?
I mean, Bitcoin is pumping and he's
not here, so I don't know if we can go back.
And I am co-hosting. Oh my god.
I was going to say, I think Cynthia is the secret sauce. Come on now.
Okay, Cynthia's our good luck charm and then Jan is our bad luck charm.
So if we need things to pump, we don't allow Jan and we bring Cynthia up.
That's the lesson we learned.
Yeah, orchestra and FUDs, and that's fine.
I mean, it's not FUD if it's true.
FUDs when it's not true.
It's just a fact.
Okay. All right. Well, Aziz, though, yeah, make sure you set up your X-First wallet and just basically you can send some Bitcoin to it from Coinbase or whatever exchange you use.
And then if you have a ledger, definitely best to connect that for the cold storage situation.
It's all compatible with Ledger with experts only though oh my man appreciate it honestly i'm just doing this stuff right now big respect bro awesome awesome yeah you know i followed you feel free to
dm me if you have any questions all right well guys we've had a good show. We've been going for about two hours. I don't know if we have any other candidates.
I saw the node strategy people came up, but unfortunately, guys, we do not allow company accounts on stage, unfortunately.
We've held that rule pretty damn well, Trevor, for two and a half years.
This has been an individuals-only, personal accounts-only Twitter space, and we've stayed pretty strict.
We've stayed pretty strict. Chiral, what's up?
Well, if it's an individuals-only stage, I have an auction going on.
It's my first work that I've released in like a year on ordinals, so I figure I may as well shill it now before you close the space, Leo.
Yeah, man. Congrats. Do you want to talk about it a little and pen it above uh yeah sure so it's
three pieces in a 13-part series i'm auctioning three a week and then one on the final piece
you know it it touches on a lot of different themes of kind of digital identity
depression and suicide and what we can do with ordinals. One of my interests has been
kind of the archaeological record and how people sort of found these fragmentary things, and
everyone sort of talks about ordinals as these kind of archaeological or, you know, things that
will exist into the far future, and so I'm definitely playing with that. It also touches
co-parents between an unbound inscription that contained a list of all of my prior inscriptions.
And then my sub 100k inscriptions as the parent.
So it kind of quote unquote validates the ownership of those things and ties the whole thing back together.
So I'm pretty excited about it.
Love it and love to see that you're using the scarcity guys.
Those guys are great.
Yeah. Yeah. Yeah. love it and love to see that you're using the scarcity guys those guys are great i've uh yeah yeah fast as well i really wanted to do an auction on scarcity uh city since like it must have been like two years i just wanted to find the right thing to auction
yeah no it's it's a cool platform it's a cool and i think it's lightning compatible too for
people who like lightning um yeah those guys have been around before ordinals they were doing
counterparty like rare pepes and stuff and and physicals all sorts of stuff hope they're doing
well um all right trevor do we have any final parting words for our listeners
for our listeners.
Just keep holding on, guys.
I mean, you've, like,
dude, think about the people.
Well, first of all,
I don't think this is the top, guys,
but, you know,
it just doesn't make sense
that this will be the top.
But can you imagine, like,
if the bull market is, like,
next month and, like,
all the people who are, like,
we're literally here for, like,
two years and then just quit,
like, the month before, like, we're literally here for like two years and then just quit like the month before like God comes down and takes us all into like utopia.
You know what I mean?
Yeah.
Don't be that guy.
Do not be that guy.
Especially look, I get it.
If you showed up during Ordinals Mania, Runes Mania, like spring 2024, and then you left
a month later, so be it.
That's what a lot of people do.
Whatever. like spring 2024 and then you left a month later, so be it. That's what a lot of people do, whatever.
If you hung on until now and you quit on us right before the mega bull run,
yeah, you're getting an unfollow for me.
You don't get to come back on the show.
We'll let the people who ditched us a year and a half ago come back,
but we're not letting you come back.
Guys, I think that's a wrap on the show today.
This has been great, though. Cynthia, we appreciate you stepping in uh in jan's absence and filling
in his is uh you know it's big shoes to fill in you know jan's got a big personality he's you know
very strong powerfully spoken and you did a really good job so great great work. Chiral Tuxedo, J25, Azizzo. Appreciate you guys.
That's it, guys.
Love you guys.
Have a good weekend, everybody.
Have a good rest of your week.
Big respect, bro.
Great outfit, guys.
Thanks.
Hell yeah. Thank you.
