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WEB3EXPOSEd: KOL MARKETING?RWAs, BASE ECO🔵 + more
Recorded: Jan. 21, 2026 Duration: 1:20:21Space Recording
Short Summary
In a dynamic discussion, crypto enthusiasts explored emerging trends and growth opportunities in the sector, including the launch of Tessera Labs, a platform for trading tokenized private equities, and the bullish outlook on RWAs. The conversation highlighted the importance of strategic marketing and community engagement in driving the future of crypto.
Full Transcription
Thank you. Thank you. Thank you. I'm a hole in the wall
Get at me niggas wanna clap me this is when it rap me put it right with it back
See my thumbs close to me and it means even closer send the kites with the motorola's
Yo give them the cold soda with a hollow sift to match that apple out of the bat
Success for gas since a little girl eating niggas full buck fifty,
niggas can kill me but they coming with me.
How about that, send the queen B to attack?
Only a fly bitch like that can leave a relax,
rockin' to sleep, make em think the drama is dead.
Yo I smile up in your face, though I'm fighting this deck.
Yo it's the weird shit, just to make you feel sick.
Dump em in the club stick, have you out and out
when you're drunk dick,
do your hands from the war uncut, have a nigga OB, cause it's never enough. Yo it's the weird shit, just to make you feel sick. Hot damn ho, here we go again
Light as the rock, bitch, hard as the clock, bitch
This shit's not for blocks, through hard
tops in the parking lots, where my nigga rock like a fog a lot, my brook non-style, street
for itself, like a wrestler, another notch under my belt, the embezzler, chrome treasurer,
the UNO competitor, I'm 10 steps to head it up, I'm a leader, y'all have to follow
shit, coming in this game on some modeling shit, here's the suck hop just to get to the top I put a hundred percent in every line I drop
It's the Q to the B with the M-O-E-B
Queensbridge, Brooklyn, and we D-double-E-P
I wish I did a life I live
Yo, prodding, tell them what this is done
Yo, it's some real shit
To make you feel shit
Lump them in the club shit
Have you out and out when you bump this
How you guys feeling today, huh?
How are we feeling today january 24 24 i was about to say 21st, 2026, you said, you said you were going to stop spending time, money, and energy on all those fuck-ass motherfuckers.
You said you're going to stop simping for this dumb hoe.
You said you were going to leave those toxic friends in the past.
It's January 21st and nothing has changed.
Take a second for that.
For one, just take a fucking second right now.
Just to make you feel shit, dump them in the club shit, have you well done out, baby,
why?
It's alright though, you know why?
You got another opportunity.
You got another opportunity.
You have another opportunity. First you get some money, then you get some motherfuckin' power But after you get your fuckin' power, motherfuckin' food with sex
You want power, sex, you needn't ride
One pound, sex, you needn't ride
One pound, sex, you needn't ride
One pound, sex, you needn't ride
You'll see the light, key to life
One pound, sex, you needn't ride
One pound, sex, you needn't ride
One pound, sex, you needn't ride
One pound, sex, you needn't ride Yeah, yeah, hey yo my whole clique bout it, bout it Yeah. Yeah. Yeah. Yeah. Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah.
Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. Yeah. I'm trying to ice my whole pastor when I'm gone
Pull up with class on the door
Once I meet him, I greet him
Kiss his feet for freedom
Tell him, thank you, Lord
Cause on earth I was getting bored
Now resurrect me back to this cat bullshit
So I can make this album and get back to cats
That's me, 2.30, 6.2
Ooh Ooh Oh, oh, oh,
baby. First of all,
let me say,
you can't accuse me of other things.
You know that you are guilty of,
and I see.
I know you guys had that one NFT founder that was mad as fuck when you bought another collection.
2021, you were the whale.
You were the whale and you said, I want to buy more collections.
That motherfucker was mad at you.
He was mad at you.
And now you've realized what kind of founder you were dealing with.
We're going to jump into a lot of topics today.
We have a few special guests.
It's going to be a fire episode.
It's going to be a very nice, quick, straight-to-the-point episode.
I have dinner later.
I am about to be on stream in a second.
I'm setting it up.
I got a new microphone.
I don't know if it's working, but we're going to find out.
And we got Frankie here. We got Mike pulling up in a second. I got some bass eco heads pulling up.
I want to talk about, finally, everybody gives a fuck about marketing. All of a sudden,
InfoFly dies and everybody gives a fuck about marketing. So I'm excited to give a take on
that in just a second. It's Wednesday. Happy Wednesday. We had a great event last night. We got,
there's a something Rob, Rob, what is this guy's name? Rob pool, Rob Paul, RuPaul. I'm a little
dyslexic. He's coming to Miami. They're doing some cool events tomorrow, the rest of the weekend.
I'm excited to pull up. I'm going to go capture it's gonna be a vibe it's gonna be a vibe and i'm sorry but you should have cheated
on that motherfucking founder and you should have bought more coins you should have been doing shit
you know you could just do things you know you know what i mean I'm going to go. What permanent is They want me gone Wait for the kicker Bury me now and I only get bigger
That's word of my nigga
Yeah, October's permanent cut
Stay at the top like I'm stuck
It's just time giving it up
She wanna get married tonight but I can't take a knee
Can you hear me Frankie?
I don't know if you're on stage or not
I can't tell
I don't think you're on stage or not. I can't tell.
I don't think you're on stage, bud.
Maybe move and come back so I can go to you in a second.
Thanks.
Thanks. What's that? But you ain't black I could go making no money off that And not even rap
What's that?
Frankie, mic check
Yo, what up?
Okay, cool
No, I'm just making sure
Because it said they are here
But then it kept saying adju
So I'm just making sure
Alright, we're about to start
Like, comment, repost
Giving away $100 tonight
Giving away $100 tonight.
Giving away $100 cash.
A lot of you guys can use that.
A lot of you guys can use that.
Shit, I can use that.
Let's all use that.
Let's get it going.
Like, comment, and repost.
Thank you very much. Happy Wednesday. I'm burning, burning, burning, burning, burning, wanna wait I know that you want me to hurt it now
Burn it, burn it, burn it
Say it, burn it, burn it
I feel it, I just wanna taste it, got the feeling you don't wanna wait
I know that you want me to hurt it now
Before you wanna party?
Listen to your body
I want to get naughty
Girl, I really like the way you do
Girl, I really like the way you do
Girl, I really like the way you do Oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, oh, Guys.
Anybody bullish on PB&J sandwiches?
Anybody?
Anybody?
I'm very, very, very bullish on PB&J sandwiches. Anybody. Anybody. Oh, I'm very, very, very bullish on Peebs and Jeebs.
Hmm.
All right.
Let's get it going.
Mm-hmm.
Mm-hmm.
Welcome in.
Oh, my God.
I am so bullish on PB&J.
Anybody making PB&J tech?
I didn't make sense.
All right, we're about to stream.
You want to see my sexy face?
Pull up.
Pull up, pull up.
I'm actually, you know what I realized?
I'm a farmer. I like actually, you know what I realized?
I'm a farmer.
I like to video stream for real, for real when I know I'm about to have some wild takes.
I mean, I would stream every single fucking day
or every time I had a sick-ass guest
that wants to be on stream.
But now for real,
I have an even more of an excitement
when I know I have some wild shit to say.
I want you to see my face when I fucking say that shit.
Welcome to the show.
You're not tuning in to Web3Expo. It's the number one show on the internet.
I really, really excited, really excited to be here.
Thank you guys for pulling up.
I've had minimum caffeine today, so let's see if you guys can tell.
It is, it's a beautiful Wednesday. It's rainy and cold in Miami, but it's okay. I'm going to jump right into it. A lot of different topics. I made a tweet today talking about the five or I should say a few sectors that I think are the most bullish when it comes to crypto.
crypto um for example um all right we're officially live we're officially live welcome in welcome in
anyway so i was talking about the sectors i'm bullish on rwas memes culture um infrastructure
payment payment rails uh rwa slash tokenization i should say let me see what else did i put here
uh d5 and prediction markets i even did a little honorable mention of web3 gaming is inevitable
lol but um no i i said this because i remember a time a few years ago where it was so hard to
to literally like make money if you're not a
trader, right? There's a difference to what I just said. If you're not a trader a few years ago,
it was that much harder to make money. And I don't mean like, not necessarily talking about
life-changing money, just any money, a little bit, a couple hundred bucks a week, a month,
whatever, from crypto, aside from whatever you're already doing now today as much as there's still rugging and scamming and weird ass shit
going on which you know kudos to those that want to talk about the things that aren't sexy to talk
about you know um it's it's inevitable it's going to happen. But what I'm getting at is today, today's market,
you can be in real estate, you can be a doctor, you can be a chef, a security guard, whatever
you're already doing in life, a job, you can step here, you can spend three, four, five
hours, six hours, maybe 10 hours a week, and use protocols and products that you actually like using.
I can name five right now. You know, there's tons of stuff out there that people are definitely
just enjoying using. And on top of that, you're literally reaping the benefits. If it's not
like obvious that 95% of all products that launch on chain or with any sort of crypto in the
background, they're probably going to have an airdrop. Am I high? Am I crazy to say it like
that? I don't know. But like just understanding that you're using a good product you like,
you're already going to use them. You're farming now. You're making, you're getting points for,
and I'm not talking about hold coins and all
this shit blah blah blah the seeker coin dropped today right i'm pretty sure everybody that had
the phone got the airdrop i don't know it's like it's not rocket science and you don't have to make
it that hard in this space anymore that's like the biggest takeaway i have from all the bullshit i'm
reading on the timeline info 5 marketing k, marketing, KOLs. There's
always going to be people overpaid in every industry. You got Instagram influencers that
have no idea about the product they're talking about. A lot of times here in crypto too.
And they're making, you know, high five figures, six figures on multiple posts, one post.
They're making, you know, high five figures, six figures on multiple posts, one post.
And the ad is horrible.
Keep in mind, the ad is horrible.
And people still sponsor them or give them money for ads.
And what I'm getting at is there's no point of fixate yourself over this shit.
I've come to realize this is a hot ass take.
This is a hot ass take. This is legit though. This is legit.
This is legit, though.
This is legit.
If you're fixated on something so much, you're probably mad because you're not benefiting on it in some shape or form.
I'm not talking about making things up, making up lies.
There's people that do that for attention. That's not what I'm talking about.
There's also people that call things out because they should be called out.
And there's no projection going on.
They're just calling out something as they see it based off maybe experience, based off of proof, whatever.
But, yo, all this shit, I'm like, are we in 2022 again?
When everybody was mad that once some decks leaked, I'm sure Kuro remembers this.
I think it was, I don't remember if it was Baroque or whoever's deck leaked about what they charge for spaces and tweets. This was years ago. And you guys were
so fucking mad. Like people were so angry. Now I will say too, I was absolutely mad at
all the undisclosed things going on and how unorganic it became.
Because there was a point where things were literally only just pure organic conversation.
Anything mentioned or any of that was never some sort of like subconscious show or anything.
It was just genuine, organic, having a conversation.
But I say all that to say the agency grift is at an all-time high.
You're about to see 10 more fucking agencies
come out of nowhere i want to be very clear exposed media is not and will never be a fucking agency
you know uh we have curated people that we do you know we directly work with um but to be honest i
learned a long time ago i don't you don't want to work with everybody some of these agencies will take and work with anybody just because they want a point off of everybody's bag.
Like, some shit's just and, and, and understanding of
who they're working with when it comes to shilling and marketing, who knows, maybe it gets worse.
I hope for anybody that's a creator like myself, or who has a platform that, that, that has an
audience of some sort, I hope that, you know, you don't take any of this as a bad thing and you continue to double down and you continue to work and you continue to do well and do what you do best.
Right. Let me make sure this mic is working.
So, yeah, that was my little take on that.
And, you know, we can go back and forth on what marketing is.
And there's a difference between awareness distribution you know and like an ad
like a lot of people can fuck that up I blame the companies because you guys have marketing budgets
and they don't even realize what you're using your budget for you're spending money on awareness
when it's reality you're thinking you're going to get users from it you should be spending money
on two different buckets both awareness and then also real structured tier time to, okay, this is how many users we've gotten after doing this kind of effort or these people doing this kind of effort.
Yeah, I'm on. I'm on it today. Definitely on it today.
I am bullish as fuck on RWAs more than ever for obvious reasons.
Gold and silver ripping. I don't know what the fuck else to say about that it's just it's just beautiful to see
and um yeah i know in a few when i go to frankie he'll have like a better takeover at all on the
market but again like dude this is the oh my god i hate hate to sound all Eric Thomas, but like there's no other time
that crypto has been this easy when it comes to both either trading something, using a
product, benefiting in some shape or form, marketing some shape or form or work or any
type of work.
I wish all the time I was a fucking engineer or a graphic designer.
Motherfuckers are hiring for that every damn day, all the time i was a fucking engineer or a graphic designer motherfuckers are hiring for that every damn day all the time all the time people need that because people are coming up with new ideas
and shit like that all the damn time oh ai it doesn't matter people still need these uh these
these you know people around to help them execute on their vision um we're gonna talk about
yeah we're gonna get into it we're gonna get into it welcome to help them execute on their vision. We're going to talk about,
yeah,
we're going to get into it.
We're going to get into it.
Welcome.
Welcome in.
How you been Frankie?
I'm good.
Just trying to keep up,
trying to keep up with the market,
trying to keep up with, with everything that's going on,
tariffs,
Japan,
Trump,
all of it.
He's trying to build, trying to grow.
What's the latest on the tariffs?
He said that they've reached a deal.
So now the 10% tariffs in February are now off the table.
Tariffs in February are now off the table, and subsequently the prospect of 25% tariffs
in June are also off the table.
So that is good.
That's great news.
Why is that great news?
Why is it great news?
For a number of reasons, but primarily for monetary policy, the Fed, a big reason they weren't cutting rates or a big reason they were telling us they weren't cutting rates is because they needed to see what tariff-driven inflation was going to do.
And it takes time for that to work its way through the economy.
A tariff is a one-time price increase, and so it creates a price shock, but it doesn't contribute durably to inflation. So it does take, it takes about 9, 10, 11 months for that to run a course.
We're finally starting to see that pass through. Powell came out, you know, last month and told us
that end of Q1, various Fed speakers have said, you know, end of the first half at the latest,
we should see the goods inflation
because of tariffs kind of make its way through the system. So what we don't need are new tariffs
to kind of restart that countdown. It would also give the Fed political cover not to cut rates.
Powell and Trump, the drama there, other Fed members aren't particularly happy with him.
They're not supposed to set monetary policy to spite the president.
But, you know, to be real, it seems like that's what a portion of the committee has been doing.
So you don't want to give them any fuel to continue to do that.
So, I mean, really, I mean, barring any new tariffs, I think we do see rates continue to come down.
rates continue to come down. Also, what a trade tariff dispute, trade blockage could potentially
do is disrupt the business cycle. And that could prevent PMIs from climbing, which would be very
bad because that, you know, my thesis has always been, and the data is pretty clear, that it's the
business cycle that we're waiting for to see alts do their thing.
That's the reason I think we didn't have alt season is because we never had retail come back.
And that's evidenced by a PMI, an ISM, that never got into expansionary territory.
So that's how we measure the business cycle.
cycle. So we never got into economic expansion. And subsequently, retail never had the firepower
So we never got into economic expansion.
to come in and go risk on. So that's kind of why we are where we are as far as I can tell,
is restrictive monetary policy that is kind of causing this prevention of getting into economic expansion in the business cycle.
And then also there was tariff uncertainty that also prevented, you know,
that we were kind of in a no hire, no fire situation in the labor market.
And all the uncertainties there.
So, you know, I think we need to see a resolution of these things before we can get where we're trying to go.
This is a long game. This is not going to happen in like a year.
I think I'm eyeing the back half of the year. I'm eyeing Q4 for a serious turnaround because
I think that's when we'll see rates.
And, you know, I think rates will start to be accommodative.
Right now, we're, you know, we're at the, if you want to say we're in neutral, we're
at the high end of neutral, you know, we're at the highest end of neutral, if you want
to consider us in neutral, but rates are still restrictive.
I think, you know, we need probably about 50, 75 basis points to get to the
low end of neutral and start to get into very modestly accommodative policy. That's when I
think you really start to see things pick up. And then you also have productivity gains from AI,
which you're seeing GDP rise. But on the backdrop of that is you're seeing GDP rise,
but you're seeing the labor market continue to weaken because you're seeing the you're seeing
the GDP gains coming from productivity boosts, not from, you know, more workers. And so the Fed's
going to have to cut rates into an expanding economy. Aside from that, productivity gains
are inherently disinflationary. So that gives the Fed more
cover to cut rates, more reason to cut rates. So that is good. It's unusual for the Fed to be
cutting rates into an expanding economy. That's resoundingly bullish. And then you have the Trump
administration doing everything in their power to grow their way out of the deficit.
They came in. They said, we're going to cut our way out. Couldn't do it. Now we're going to grow our way out.
At the same time, you have the Fed now beginning to try and print their way out.
So either one of those two things is resoundingly bullish, either trying to grow or print your way out.
bullish either trying to grow or print your way out the two of them happening happening concurrently
one of the most bullish things that we that we've ever honestly that we've ever seen
i think for me the all the different like between what you just said and all the nuanced
things that are being accepted in our space right now.
For example, like the prediction markets and soon now you're going to be able to, what's it called?
You're going to be able to, like, I think you could actually really do it now.
You could buy stocks on Coinbase and stuff like that and and so just all all those things it just lets me it's like another indicator that the
next two to five years are just you know overall for our market are going to be better now
manipulation and all that yeah it'll be all-time highs but you know i'm not gonna lie bro if five
years from now bitcoin is trading at i don't know two three hundred thousand a coin and anybody here
right now is crying about anything. Like,
I just don't know what to tell you because how much time did we fucking have?
Like,
it might,
that's,
that's,
that's the scale at the moment.
That's what I'm thinking.
trap.
Welcome in.
Welcome back.
I know it's for a brief moment,
but,
how's it going?
Happy Wednesday.
Thanks for pulling up.
Hey,
what's up fam?
Thanks for the invite.
Once again,
I love coming up to this space there's
always some big bright heads over here so i love hearing you guys life is good you know i was in
puerto rico in a little bit of a retreat and um i'm back in miami now for a couple of days i'm
seeing all these things going on and remember we talked about the whole stock market going 24 7
a little while ago we're just being we have been talking about this since way before it happened
so i definitely i definitely agree with the points that you guys are bringing is just a
matter of time it's like a pressure cooker right now things are just you know being adjusted but
i think that you know we we we fail to listen and then later on we're crying trump just went
on national global television not national this time was global and he said we're gonna drive this economy hot
the stock market is gonna double the size this is nothing he said that on tv today for the whole
world to hear and he's gonna run the economy hot he's not gonna let us go backwards because we have
the we have elections in november a lot of people forget that you know in order for them to stay in
control they must win you know you can't win
again though right well we we could i mean why not you know there's a possibility because
oh no we're talking now we're talking about president again no i'm not talking about trump
guys i'm talking we're not talking about that yeah midterms right so in order for him to continue
to dominate and continue to push the narratives that have been pushed, he needs to be able to maintain the seats that he has.
And that's the election. And usually in order for them to look good in election, right, the stock market needs to be hot and the gas needs to be low.
So that's that's what he's working towards. And I think that, like I said, he's going to run the economy hot for as long as he's around.
hot for as long as he's around and even though uh you know it's not optimal i think that it's
something that is coming because i um remember we have a fed change as well this year so whether you
like it or not you know jerome powell might be out and he's gonna install somebody that is pro
rate cuts it's pro you know following the the the idea that he has of expanding the economy
you know we have about 1717 trillion that are going to start
coming in. What a lot of people not understand is the world started ready to shift. We're going
through almost like a war, but it's kind of like a cold war. He's using tariffs instead of bombs,
and he's pushing his way around. The world is being restructured politically, geographically.
This thing is happening right in front of us us and it's going to continue to expand.
And I feel like we have a very bright future coming up.
And I think that, you know, if we didn't, we're not going to look into all these IPOs.
There's many IPOs that are going to be happening with the largest companies we have ever seen get this fast of an evaluation.
Right. We're talking SpaceX in the trillion evaluation. So
we got open AI, we got Entropic. So there's a lot of really good things happen in the next few
years. And I think that we're underestimating how fast and how much higher we can go from where we
at right now. And obviously you see metals, right? Whether you like it or not, the metals are an
indication of a flight from risk
from the fiat currency into things that are a little bit more stable right so I think that
we'll continue to see the metals as well get a little bit more valued and yeah I think that we
just just starting to see what really gonna happen how and I think that we truly about to enter like a golden age that
we've been talking about since like what 2018 Welcome to the fucking Web3 Exposed Space Jam.
Real quick, if you haven't already, make sure you use the link up top to qualify for tonight's $100 giveaway.
Shout out to Yeet for sponsoring that. Thank you very much.
It is an absolutely fun platform that i'm not gonna lie i've been
fucking around and finding out i was actually on stream the other day i took took 1k to 2k
in like 40 minutes um using my method and then also i sound like a fucking tweaker method
nah but like blackjack bro blackjack and then shout out to limbo anyway a hundred dollar giveaway
all you have to do is sign up.
Liking, commenting, reposting gives you extra credit.
I am checking the refs.
It's very simple.
I'm literally logging in and checking it as we speak.
And then at the end of the show, I'll drop $100 into your account, which is instantly withdrawable.
Or you can use the platform.
Totally up to you.
Anyway, let's get back to it, Trap.
That was an amazing take.
Thank you very much.
Anybody want to chime in?
If not, let's welcome up X. Thanks for coming through fam. How's it going?
Yo, always happy to be here. I'm sorry I missed your IRL event yesterday, man. It's been it's been a hectic week, but always happy to pull up and support.
These spaces are awesome. And Trapp, great takes, bro. Like, honestly, people don't understand.
Like the whole AI sector is moving at such a rapid pace.
You said years, bro.
I'm thinking months, bro.
Six months from now, we're going to see completely different things
and new tech that's being developed as we speak in an estimated manner.
Because you have freaking Claude and you have all these agents coding.
You can vibe code an app now like four or five minutes, man.
You don't need a tech and stuff like that.
And this is developing every single day. I don't know if you guys saw
but Anthropic actually
they released kind of like their
ethos today, right? Completely public
open source. And they said
hey, you know what? We would love more agents
to understand our
philosophy and what we're doing. And I think that's a very powerful message. They don't
care about competition. They're kind of like looking at it like, hey, if we're going to
be an AI sector, we're going to change the world together type of thing. And that's extremely
powerful, man. I'm excited. I'm honestly very excited.
The AI trade is such a big deal.
And it's not slowing down anytime soon.
Sorry, I feel like I kind of cut you off there.
But I want to read this to you guys.
Human evolution does not stop because of PE ratios.
If we're in a bubble, we're in the very early stages of one.
Demand is still rapidly outpacing supply. The
2026 AI trade is not a bubble. It's the bottleneck trade. Let me read this to you guys.
This is from one of the members in a private community I work in. I work in high voltage
electrical distribution manufacturing. I can tell you that data center projects and buildout plans
are reaching peak insanity. This was less than two weeks ago. The people building these projects don't care about price. They only care how fast
you can supply the equipment. Typical lead time, 30 to 40 weeks, steadily pushing out to over a year
due to sheer demand balanced against supply chain and factory capacities. All of the other competing
manufacturers are in the same boat. No signs of slowing down any time soon.
In 2022, stock price was $20. Now it's hovering around $400.
Data center build out. This is a big part of the business cycle pickup in PMIs rising.
Manufacturing. Manufacturing PMIs and the big, beautiful bill just incentivized in a very big way for people to come and build in the U.S., to manufacture in the U.S. That's exactly what's going to be happening with this
AI build-out. PMIs rising, I think, is the story of 2026. One of the stories.
of of 2020 sex one of one of the stories
all right wait before i go to trap um i do have somebody up here that i definitely want to hear
more about when it comes to like more of the rwa sector we're gonna jump into it in just a second
uh we're actually overdue for this so excited to get into it he's also going to talk about what i
was just mentioning a little bit earlier that again again, I think nobody is as excited as I am for this stuff.
Because it's like, bro, everything is going to be fucking tradable at one point.
Anyway, Mr. Trapp, go ahead.
Let's hear your take and then we'll continue.
Yeah, I just wanted to add that with what Frankie was saying.
I think that it's incredible to see that not only a lot of people are underestimating how big ai can get but also how much the the
companies are committed for for this race right so like everybody has this idea of whoever controls
the ai is going to be you know controlling the next narrative so i feel like a lot of people are
not understanding that on the upstream part of this it's it's energy right and that's why the
world is readjusting right now as well you know
what i mean because energy is it's what's going to take us to the ai right so um actually there
was some crazy math being done and and the amount of electricity and energy that they're going to
need as far as infrastructure grows is in the trillions of dollars like we we barely starting
to see and that's why you're starting to see some of these stocks go parabolic just like metal and and and gold has been doing for a couple of years right you're starting to see
a lot of because people are understanding that you know in rare earth minerals they're understanding
that these things are used for not only for trading but as far as for manufacture as well
right so when you talk gold you talk copper and you talk all these metals that are pumping right
now you're not just talking on the fact that talking the fact that they're being bought as like a safety, but also they're being bought.
And then also the inventory supply is under pressure because of all the other uses, right?
cars right for um electric cars and also uh for manufacturing of um um computer parts right and
cell phones or whether it's you know any of the other parts that we're in need for all these
infrastructure that we're building so everything is it's hard to even understand comprehend but
like this is literally just getting started so kind of like you said if there is a bubble going
on it's not we're not even close to bursting.
This is the first stretch of what's really to come.
And I think that a lot of people are going to miss this out
because they're going to be sitting on the timeline waiting for the right time.
Guys, you have about 15 minutes to enter in tonight's $100 giveaway.
The link is above.
You just sign up.
And that's it.
Voila.
And I don't want to hear anything about anything.
You guys know how to get into every fucking app you download in this space.
So figure it the fuck out.
Anyway, Mr.
I think his name is Hayden.
I hope I pronounced that properly.
Thank you so much for pulling up tonight.
Definitely excited to jump into this specific conversation.
If you guys haven't seen or heard,
Tessera Labs has actually been around for a few months now.
I don't know actually as far as the business goes,
but I've been seeing a lot of tweets.
And then when I learned about it, it definitely intrigued me.
It's the first permissionless platform that lets anyone trade tokenized private equities
with real share backing, instant settlement,
and 24-7 liquidity.
Quick disclaimer, because everybody loves to, you know,
have disclaimers these days, you know,
make sure you're disclosed.
I absolutely am working with them on some stuff in the back end,
but despite it, I think this specific sector is huge.
I'm big on RWAs, as you guys have known.
I've been running with BZ for the last two years now. So
this is just right up my alley and just felt right.
So Hayden, thanks for coming to the show. I'm definitely excited
to hear your take on everything RWAs
and what's going on with Tesara.
Yeah, totally, guys. Thank you
so much for having me on. The conversation
has been totally awesome so far.
Definitely in
full alignment, what people have been discussing
as far as the market,
RWAs, AI could go off on,
you know, tangents on all of those.
You know, we here at the SAR,
you know, so we're building
a private equity platform in Solana.
And kind of like you mentioned,
the idea is to allow users
to buy into companies
before they go public.
So, you know, I totally agree that,
you know, this massive meta-narrative
we do see forming in crypto on chain right now is RWAs and just everything moving on chain.
You know, you have the NYSE talking about shifting towards the 24-7 trading.
It's not clear yet how they'll be doing it.
However it is that they do it, though, that just becomes an arbitrage opportunity once you have 24-7 trading on Solana
or any other chain as well.
And to me in particular,
I've been building in the space since about 2021.
It was more in the Bitcoin DeFi ecosystem.
Now transitioning over to sort of like RWAs in Solana
where you see that kind of adoption occurring in real time.
And to me, what we're doing at this area with private equity
is really exciting because to me, this is kind of like,
one, it's the most degen RWA.
And two, this is like the RWA that currently
you're not allowed to own in the open market, right?
Like, you know, it was just mentioned,
2026, NY Times put out an article
is going to be the year for mega IPOs.
SpaceX, OpenAI, possibly Anthropic.
And so, you know, like just as an example,
there was, you know, Google may go down
as pulling off one of the greatest trades of all time
because in 2015,
they wrote SpaceX a $900 million check when SpaceX was valued at $12 billion. Elon's talking about
SpaceX possibly IPO-ing at $1.5 trillion, which would be a 100x return on the $900 million check.
100x return on the $900 million check. And so, you know, like you hear about those gains in size
by like this massive institutional investor, which is what Google is. And you might think,
man, you know, like I missed my shot. Like I knew SpaceX was going to be huge. I knew OpenAI was
going to be huge since 2023. But it's not that you missed your opportunity. It's that you literally never had one because the legacy market has been designed to sort of exclude and gate this real wealth creation engine that has
been private equity, meaning that most people, by the time they hear about a company, their biggest
problem has been solved and their biggest gains have been priced in. Those early investors made,
you know, their 10x, 100x, 500x. It goes out
to the stock market and they tell you, you know, if you make a 10% return a year, that's really
good. That's great. And so, you know, by bringing private equity on chain, which is what we're
looking to do, we want to just like slam down that door altogether. So, you know, in the U.S.
right now, to be a private equity investor, you have to be accredited.
You have to have over $1 million net worth, excluding your home, over like a $200,000, $300,000 income.
Typically, it's like a six-figure check minimum.
The lock-up times tend to take years at a minimum.
At a minimum, how you get allocated those shares depends on kind of who you know.
How you get allocated those shares depends on kind of who you know.
By putting those on chain, transparent, 24-7 trading, one-to-one backing, supported by fireblocks and, you know, fully verifiable.
Now, where we're opening up that opportunity for retail to basically be a part of what this real wealth creation engine has been.
And the big reason of why we keep seeing this trend of the rich get richer and the poor get poorer, you know, access beats timing.
So we're all about opening access and giving everyone the equal opportunity of joining into these private markets.
So that's where we're coming into the DUA angle from.
When is it going to be live?
And curious as to if you know this answer, I feel like these types of, um, for example, like polymarket,
cal sheet, these are products that we haven't seen until this last year, two years, uh, or
I'm lying, I guess polymarket has been around for a couple of years now, but like there's,
there's more, uh, I'm noticing as the laws are changing, as things are becoming more
like, obviously something changed.
So is there anything that like globally changed from or even a compliance perspective as to why a product like this is even allowed to be available?
And the second question to that is like, why now out of not doing this years ago or doing this later?
No, yeah, both are great questions. So, you know, yeah, one is that we do see, like you said, with like Polymarket, CalShe, like what have we seen in the RWA sector online,
No, yeah, both are great questions.
on-chain? So like in early 2023, there was probably like around a billion in like TVL.
At the height of 2025, we were about 18 billion. Right now, it's probably sitting around like
$20 billion that's on-chain RWA. So, you know, just during 2025, you've seen like a 5x growth in that sector.
You see constant posts, you know, like Solana fully embracing the narrative of internet capital markets and bringing, you know, equity trading on-chain, for example.
The thing is that typically now what we have online and how we can structure things is that we're breaking out of these silos of national or sovereign law into a global international system.
That's kind of been the ethos that Bitcoin kind of started up and seeing that transition towards RWA space.
And so, you know, like once our product goes live
and we're looking at about Q1 of this year,
so coming up soon,
it'll be basically, you know,
with a company that has a Singaporean foundation
and that depending on the terms and conditions
and of course, you know,
everyone has to check their jurisdiction
and what it is, but it opens up internationally
where you can have these kind of like
one-to-one representations online
of ownerships in these companies.
And you can use these sort of like on-chain mechanisms.
Like, so for example, with like the Sarah,
equity never actually touches a user's like hand.
You have this one-to-one representation of this
private equity. And then basically what happens is that when it IPOs, you're able to cash out
those tokens at IPO value for USDC. And so basically by using these sort of crypto workarounds
that have been enabled just by, you know, the adoption of these on-chain rails, by, you know, how the universality of stable coins, of how you now you have these like cross-border products and technologies that make it possible for us to begin to offer products like these.
possible for us to begin to offer products like these.
You know, whether or not that's kind of like like geolocked will be an open question as we kind of go live.
But, you know, the importance really being that it will be something that's accessible to, you know, hundreds of millions of on-chain users upon the going live.
upon the going live.
All right, well said.
Well said.
And when is launch exactly?
And what is the number one thing people could do right now
to be ready for launch?
And if it's use my ref code, tell them to use my ref code.
Well, 100%, you know, use a Profit's ref code,
you know, because you do need to use,
you need a ref code to create your own.
Once you have your own, then kind of like spread word and watch that graph grow quick.
If you're listening to this, you're super early.
Of those on-chain RWAs I mentioned, of that $20 billion,
about $19 of that is like treasury, money market funds, private credit.
Equities themselves are just about $1 billion.
Private equity is just basically coming
online now. So you're basically like on the ground floor for basically like the most coveted assets
and companies going on chain, 24-7 trading, full transparency, and then constant access.
And so, you know, definitely give the account a follow. You know, again, at the moment,
I'll still say Q1. I'll say it's probably on the earlier side of Q1. So definitely, you know,
stay tuned for that kind of going live. Yeah, but at the moment, definitely use Profit's referral
code, create your own, and be ready. Because when this goes live, we're probably going to open with SpaceX directly
just given its sort of size,
given how it plays into so many of the other narratives
you guys have been talking about on the show,
whether it's AI or it's power.
I mean, I'm hugely bullish on SpaceX.
Yeah, it'll IPO at $1.5 trillion.
I think it could be the first $10 trillion company
because space is, you know,
the ideal place to have a data center
and particularly to have like
a quantum computing installation
is in orbit where you have
near absolute zero temperatures
and you have the unlimited energy supply
of direct sunlight.
And so I think that's inevitably the direction I see things going in.
You know, what you guys think about that, you know,
would love to have the convo going.
But that's where we're going to open up with,
with a lot of more hot private equities to come.
So, yeah, I'll put that out there.
Yeah.
Well said.
Somebody responded below.
They said,
some NFT projects have tried going about their startups in a way which mimics investing in a private company without having to be accredited.
I hope some of these prove to be successful for the risk is high. If this works, it can highlight Web3 being a place of opportunity for more people.
Absolutely agree. You know, I think one way that we're going about it is, you know, right now for the initial private equities that we're going to bring on chain, we're looking at, one, very large, well-established companies and also those that are looking likely to IPO within like a 12 to 24-month span.
24 month span. That's also just so that users can get familiar with how that cash out mechanism
works. And that's also to, because again, with private equity space, when you start
getting into private equity really early, you have that common statistic, that 9 out
of 10 small businesses kind of go bankrupt.
We know that's not going to be the case with SpaceX.
We know that's not happening with OpenAI, XAI,
with Neuralink, another huge amount of big names
that are out there.
And so those are the ones that we're kind of like targeting
to get a foothold,
to get people familiar and comfortable.
And just to sort of like realize that these
companies you see mentioned constantly, you know, like dozens of times a day on media,
you hear SpaceX and OpenAI mentioned. I mean, you know, it's incredible that people have been
passively okay that they're not allowed to own it yet. You know, it's like we're all,
you know, just taken for granted. It's like, yeah, you know, I guess we have to wait in line until it's the IPO and I can
add it to my portfolio without, you know, very few people ask, well, why can't I own it right now?
I already feel bullish about SpaceX. Why can't I go directly through my, you know, phantom wallet
and buy a piece of that? Because I think it's going to be huge.
So I guess as that kind of like trickles in
and that, you know, and people just kind of like realize
we're just breaking out of this old legacy system,
there's just huge potential for this to really,
to really like take off and be another portal, I think,
for just kind of like mass adoption
and having yet another reason for you to go on chain to do things
that it'll probably take, you know, probably several years more
until in the sort of standard market,
did they fully ungate private equity.
But if you can already make that happen on chain
and you see that demand, you see that participation,
you're already accelerating that process happening that much more quickly.
I know we've seen like Robinhood talk about it
a little bit so far,
but it'll be interesting to see
how this actually plays out
and how much of an accelerant this is.
Because as you guys have been mentioning,
like the world is changing at the fastest pace
we've ever seen in our lifetimes.
And it's only accelerating.
So like 100%, you know,
let's get on board and just embrace it.
Because if you're left behind, things are going to get old really quick.
Well said, Mr. Hayden.
What's your role at Tessera?
How do I say it?
Tessera.
Tessera, okay.
What's your role there?
Yeah, so at Tessera, I do, you know know i'm a community lead i do i do a content i work close
with uh steven our cmo who i know you've uh you know uh been in touch with for a while there
and so yeah just you know as far as uh like the articles we push out uh tweets uh you know our
tg channel coming on spaces to just getting the word out. That's kind of you know, like wherever I or where kind of my role comes in
Nice very cool. Well, you're doing a great job. I appreciate you coming up. Trav. Go ahead man. Take it away
Hey Hayden man, congratulations
You guys are doing amazing things there. I got a few questions for you. I've always been a big big big
big big big um uh enthusiast of the of the rwa so we've grew what about 10x in the past three years
and now we expect it to be anywhere between 500 billion and three trillion within the next five
years or so so it's an amazing space so my question is this first of all why no hate on solana but
why did you guys choose to print on solana if ethereum is usually you know the largest tokenization rwa chain and then lastly
is 44 of the market like you said is mostly tokenized u.s treasuries and that's what we're
going to see a lot of the adoption as well so what are you guys doing to kind of like keep up with
that demand and what makes you different than like anando finance or even robin hood in europe right
because robin hood in europe already started tokenizing stocks they're not doing in the us because of all the laws and regulation but robin hood himself already
doing it there so like what are you guys doing to stay relevant when all these big players are
coming on yeah totally um so with with uh with um you know in choosing solana you know one part
of that was really just the sort of, it was community.
It was the sort of like infra.
It was just seeing that kind of demand for high-speed trades, high settlement, extremely low cost.
And looking for where we think would be ideally that great product market fit for something like RWA.
ideally that great product market fit for something like RWA,
well, of private equity, which is the most, I would say, like degen of the RWAs.
You know, I would say what kind of sets us apart, like you mentioned,
like something like Ondo is that, you know, so a lot of platforms are bringing on chain
things that you already are able to have access to,
say through like your Robinhood app or through like a traditional brokerage
with things like, you know, like treasuries or savings or bonds
or buying or selling stocks.
You know, of course, being like on-chain,
there's the advantage of, you know, of just like on-chain transparency
of 24-7 trading
that you don't get in these sort of traditional markets. I'd say what we do, that's a bit
different. And this is, you know, really by design is one that, you know, we're focusing on an asset
class that, you know, like as you were mentioning, like in the U.S.,
due to regulations, things are, you know, a lot trickier to do than in other places in the world,
even for like just like regular equities. So, you know, private equities, even more so, you know,
you have to have been an accredited investor to participate in the U.S. up until now. And even if
you were an accredited investor, it's kind of like you have
to be in the know. You have to like know who to call. There isn't, you know, a single online
brokerage where you can get a hold of shares of these companies. And so one is just making that,
you know, providing that liquidity, providing that access, making 24-7 accessible. And also, in our particular approach,
because we've designed it in a way
that equity never directly touches the user's hands,
that means that we're going to be a no-KYC platform.
So, you know, to us, that's a huge part of the crypto ethos
is the ability to just have that sort of privacy,
to not have to, you know, go through that process if that sort of privacy to not have to go through that process
if that's not something that you want to go through. And so with the CERA, you'll be able
to participate in like a SpaceX OpenAI without having to go through KOIC. So I would say that's
the biggest differentiator that you wouldn't see in competitors at the moment and then let me ask a
follow-up question to that what uh what are some of the the the possibilities that because you know
as you guys um it's kind of like investing in uber right for the person who make that money
investing in uber he needed to invest in like 10 companies and if one of them plays out you know
you get paid at a venture capitalist level and that makes it up for all the others right So what are some of the things that you're bringing that is going to help like the everyday
investor, right? Be able to take advantage of some of those actual opportunity and then explain to
us here just some basic terms for everybody to understand. How does that work, right? How is it
that you guys deploy capital and how do you guys come about the value of the stock before it's actually available?
And how close are you guys to matching the actual value when the stock does go IPO?
Yeah, sure.
And so the way that I'd explain it is that, one, there's always going to be this kind of risk-reward trade-off.
going to be this kind of like risk reward trade-off. And so when you look at something like
SpaceX, for example, with its most recent valuation was $800 billion. At that valuation,
Tessera as an entity bought private equity shares of SpaceX that we then hold directly.
Those shares are what we are taking online with that one-to-one representation.
And so, you know, when you quote-unquote, you know, like purchase that exposure to SpaceX through to Sarah,
that exposure to SpaceX through Tessera,
it's represented or backed essentially
by what the entity that is Tessera owns.
So then say when the,
if that's at 800 billion,
SpaceX was talked about at 1.5 trillion.
To keep the math easy,
let's say it IPOs at $1.6 trillion.
So if you then, through Tessera, buy SpaceX at that $800 billion valuation
and it IPOs at $1.6 trillion, you've basically 2xed your position.
And then upon IPO, since Tessera itself is able to redeem the shares as a private equity then has, that redemption is then passed on to you where you burn the tokens you have for the stablecoin value of what the IPO kind of came out as. And so that's how you're able to kind of, you know, receive
that IPO value without the sort of shares directly touching hands, which are where, you know, a huge
amount of the kind of like regulations and complications occurring. And so, yeah, you know,
with SpaceX going from 800 billion to 1.6 trillion. You know, a 2x, particularly for like crypto degens,
doesn't sound like that huge of a gain.
But this is, again, establishing that kind of like foothold
with these huge companies that we know are going live,
that we know are going to go take that IPO step
so that we can look ahead and, you know, 12 to 24 months
and gradually expand that risk exposure
to, say, companies that are in earlier rounds of raising, as you said.
Venture capital, typically, they'll come in much earlier,
which is why they can have a whole bunch of them fail.
And that one out of 10 that does make it can like make up for
those losses. So, you know, that's where you have those kind of like like angel round and, you know,
you're kind of like seed rounds, A, B, C, and D all the way up until the sort of like IPO valuation.
And so right now we're looking at those like later well-established rounds. But then as people
get comfortable with it and they see how the cash out
process works, they'll be the option to like explore these kind of like earlier round private
equity companies that might be a bit more speculative and whether or not they work.
Say like something like Neuralink that we've heard, you know, read about for a while would
absolutely be like one of those earth shattering technologies if it gets fully developed.
But at the same time, you know, it's like there is that hesitancy.
It's like, you know, it sounds cool to have computer chips in my brain,
but do I actually, you know, want to do it for myself until, you know,
a shit ton of other people have done it first?
So, you know, we're starting with that lower risk profile only to kind of expand it.
But we definitely have that point of view.
Private equities is an over $7 trillion market in the U.S. right now.
And we do think RWA on-chain private equity space is going to definitely be in the trillion dollar figures in the next five years.
Hey, well said. Yo said yo guys hold on before we continue a few more minutes left sign up to the link above also if you do play even a game even a dollar game um that's
gonna put you ahead of everybody else that just signed up so right after the show i
will drop 100 bucks in your account thank you so much for those that are supporting and hayden
those are such great takes i'm really excited and bullish for all the things rwa related guys
you guys thought when you you heard rwa's from me or from whoever in the beginning it was just
pokemon it was just sneakers on chain it was just there's so many
real world aspect it's the real world so i'm i'm just overall bullish and um yeah we were
fucking around and we're finding out trap orion uh x anybody want to jump in you you have the
floor to go ahead uh to jump in i just had like a follow-up question. So are you saying that you
basically want to start like a finance consulting firm? Oh, I'm sorry. No, the Tessera wouldn't be
finance consulting firm. It would be, well, basically just taking private equity companies,
putting them on chain and making them globally accessible 24-7.
So we'd be more of sort of like a trading platform.
So once these go live and you can own them, you can then trade them onto Sarah like you would any other DEX.
of a instead of being of a fully, you know, crypto native token, it'll be it'll be tokens
that represent stakes in SpaceX, OpenAI or kind of things like that.
I think where we kind of do see ourselves going is because it's private equity and,
you know, there isn't like a NASDAQ or reference price for where these things are now.
I think long term, we do see ourselves potentially becoming like an oracle
for where that pricing actually is, which then, you know, opens up a lot of opportunities for
first mover advantage as well. Like, say for example, you know, you might be watching the
latest SpaceX launch live or, you know, the latest announcement of it catching a rocket coming
down from space and chopsticks. And you're watching that feed live because if it goes right
or if it goes wrong, you can, you know, very quickly act on that on-chain. And that will
basically be a secondary market telling you where people are seeing the valuation currently lying at. And so that also,
you know, brings a lot of price transparency, which is something that is lacking now.
And we've actually had the feedback of having, you know, companies even reach out to us and say
that they're favorable to us taking their tokens on chain, because they have all these kind of like PE investors who don't know
what they're owning is currently worth until there's either, you know, a valuation round
or they're doing these like over-the-counter calls one person to another to do these like
one-on-one transactions of where they can buy or sell things at. If we have it on chain 24-7
at a DEX, it's sort of like instantaneous.
You can like instantly, you know, increase your position, unload your position, and you have that kind of like guideline of where the valuation rounds are, where IPO discussions are at, how things are progressing.
You know, like even say like something like OpenAI.
something like OpenAI. As you see, just like the huge way that, you know, like Gemini is catching
up, that, you know, like Claude is absolutely dominating, especially when it comes to coding,
for example, that might have you, you know, kind of like reduce your exposure maybe. And
the ability to be able to do that with on-chain transparency 24-7
through an AMM DEX mechanism like you are already familiar with
is what we're looking to bring on-chain.
Hey, Hayden.
Yeah, go ahead.
Go ahead, Oren.
Yeah, I think I heard someone in a salon space basically saying
kind of they're reiterating the same thing,
that they were taking a bunch of stuff uh yeah instead of 24 5 and where people would be able to you know act on
news uh 24 7 so people who are you know pretty much living at their desk would be able to just
at any point drop of a hat as soon as news hits be able to yeah increase or lower their position
yeah yeah no absolutely you know um i think You know, I think there are other projects
in Solana taking a similar approach
with equities,
some with private equities as well.
To my knowledge,
we're the only one kind of structuring it
in a way that you can do it without KYC,
which, you know, to some people is obviously huge.
And I think privacy is another massive meta for this year, as we've seen with the sort
of like Vcash.
If you look at the sort of like Monero chart, you kind of see how, yeah, right.
You know, like privacy continues to matter in a huge way.
So that's how we're kind of really differentiating ourselves at the moment.
But yeah, totally agree.
Because it also isn't, because as you were saying,
it's not even so much people who live at their desk 24-7.
It's that I think everyone, and if you haven't done it already, you soon will.
You're going to have like maybe a trading bot you coded yourself kind of running.
You know, I just got into like vibe coding
just like a few months ago.
And, you know, it's literally like at the point
where if I have something running on my computer
and I'm like, man, you know,
like I wish I could see what my desktop
was doing on my phone,
but without all the pain,
that's like a fucking remote login.
You can just like spin that up and code it on Claude.
You know, you can just say,
yo, Claude, I want to see what
my desktop is doing on my phone at any time. I don't want to move the mouse or anything crazy
like that. Just like show it to me live. And it'll just like spin something up and it's crazy.
You know, and I think that's what's kind of on people now. You know, so it's like, it's not even
you necessarily, that's 24 seven, but you'll be like, uh, Hey Claude, you know, SpaceX is going to have a rocket that's coming
in. They say like on Sunday, 8 PM, um, I want, I want, you know, this video feed that you're,
that you're taking in live. I want you to watch it. If it looks like this, this shit fucking
explodes, you dump, you know, like you dump my holdings like immediately
like can you do that and i think i think that's the direction that we're kind of trading like
trending towards you know some are just earlier than others but that's where like this is kind
of like all going where we have these digital representations of or agents of ourselves
that are trading online 24 7 you know like know, like shit is going crazy. Absolutely.
Yeah, you're saying like built-in risk assessment, basically.
Right, exactly. Yeah, and the ability for users to, you know,
the fact that it's 24-7 live, instantly actionable,
instant settlement, low cost,
to just, you know, spin things up and manage risk and have that constant exposure
without you having to like constantly live on the screen.
It's, you know, it's up to your ability to kind of, you know, manage that sort of like
online presentation or risk management of yourself, you know, and because I think it's
kind of like the case, you know, I think we've already kind of transitioned where, you know, and because I think it's kind of like the case, you know, I think we've already kind of transitioned where, you know, even like a few years ago, depending on how someone,
you know, like wrote an article or posted, you could, you know, you could judge from their kind
of grammar or spelling how, you know, if they were literate or if they weren't all that literate.
Now that you have GPTs kind of spitting up up and these sort of like llms doing all their writing
now kind of like being illiterate is just putting out your slop full of like long dashes and all
these well it's not this it's then that which means that you're lazy and you're using this
tech at like the most basic level on you know the sort of portal without creating a profile, without any context prompting,
versus something that still reads human natural, which means that maybe you've just like taken
that hour or two it takes to like actually give a chat window context personality, or you're using
the API directly, which is going to give you faster and better results anyway, and maybe cost you like a cent or two cents to, you know,
spin up like a really human sounding response.
Right. So even if your English skills are lacking hard,
you could go from like knuckle dragging status to just fluent.
Yeah. Yeah. A hundred percent. You know,
like it's basically comes down to your ability now to start to,
to manage this kind of new landscape of
how well are you able to interact with this new layer between yourself and the world, which are
these kind of like LLMs, and the ability to train it to your voice, train it to someone else's voice,
give it feedback. And again, like have it write
its own prompts is kind of a huge thing. And that's just, you know, like another thing that
you can, you can like spin that up real quick. You know, like when I started, it was with,
you know, like, like ChatGPT putting in the prompt, which was like, you know, I want to bot,
like, I'm going to give you a tweet. I want you to output seven different responses.
For each of those responses, I want to rate it from one to five, from trash to like fire.
And I want to provide some comments of what I like and don't like about it and save that feedback
into a JSON profile or voice. And you basically like iterate that three or four times and it'll
itself write a prompt that's hundreds of lines
long of what's good and what's not good and it's just like stunning how quickly you can progress
uh and make things you know sound um like like indistinguishable from what someone would naturally
post so in essence what you're saying is that, like, okay, I have another question too then. So is everyone inadvertently training the LLMs by prompting it more?
Yeah, you know, it's this continuous iterative process where, yeah, you know, every time you do prompt an LLM, you are helping train this kind of like broader LLM.
And you have these, you know, LLMs that people are training to go out there and scan tweets,
scan them for like engagement and check out the sort of like nuances of the sort of sentence
structure.
But there is say like a huge difference from just, say, someone who maybe just has, like, a $28 subscription to, like, ChatGPT+,
that, you know, into, like, a blank window
just goes on, you know, like,
what's a good reply for Xtweet?
Or write me a next article about, you know,
RWAs on Ethereum versus Solana,
and it's going to spit out something that,
you know, you can just
like tell when you read it, sounds completely bland. You know, there's just this kind of like
monotone nature to it. There's this like default baseline that it kind of spits out that it's not
going to convince anyone versus, you know, kind of just even within like a few prompts within that first content window, being like, you know, like you are a 20 year, you know, social media expert.
You've been in crypto space for five years.
You're familiar with the language.
You never use kind of like long dashes.
You know, you're kind of like irreverent.
You change the, you know, some phrases are long, some are short.
And you give it like kind of like all of that context and you even just like save that as a profile and now when
you spin something up it's already like five times better than where you were initially
yeah it might not be even a personality basically exactly you know and that's already going to be
like a 10x improvement over the baseline you know know, and I'm saying like, and then like, once you take that kind of first step,
and you take the sort of next one where you're like asking GPT,
spin me up code and the GUI that I can run to basically spend an hour over the weekend,
giving you like feedback on like how I want you to sound and not sound.
Then it gives you these like massive, you know, 100 line long prompts
that is another 10x improvement over that. And so, you know, I think that's inevitably the direction
that kind of things are going in. And it's kind of wild. And sometimes it's almost kind of like
anxiety inducing because it almost feels like you could be, you could yourself be online vibe
coding 24 seven. And the way that things are like, like coming out at speed, like be, you could yourself be online, vibe coding 24 seven.
And the way that things are like coming out at speed,
like just one or two weeks ago,
it was a Ralph loops on Claude,
which basically in a nutshell,
it was just basically you give Claude,
like spin me up an app.
These are the kind of milestones I want you to hit.
And overnight it automatically keeps going through them.
Whatever it spits out, it checks it.
If it worked or doesn't work, it opens a new context window,
repeats it again.
And so it's kind of iterating on itself so that while you're sleeping,
it's going through this long checklist
and checking that what it's making works or not
so that by the end, you wake up to basically
hours worth of work
on the finished product.
And this was, you know, just like two weeks ago, this came out and three months, it's
probably going to be the standard.
And who knows, you know, six or 12 months after that, where we're going to be, you know,
so it's, it's, it's absolutely like wild.
And, um, I mean, to me, it's, it's, it's extremely fucking exciting because it means
that there are opportunities out there
if you're if you're hungry and you're a high agency person and you have like taste um there's
never been a better time to be alive almost in my opinion dude first of all fucking killed it
killed it killed it all this all this today was great unexpected too because you know i uh knew
it was gonna be good but i didn't think it was going to be that good.
Thank you guys for tuning in.
I have to go to dinner.
I'm really late.
But we'll be back.
We'll be back Friday.
Tomorrow I'm going to try my best, but I'm going to an IRL conference.
So very low chance of going live.
But today's been amazing.
If you guys didn't already, use the referral links in the comments
if you want to check more about Tesara as well as, sorry if I'm saying it wrong.
And if you do want to enter that $100 giveaway on Yee,
all you got to do is use my code PROFITS to sign up.
And, yeah, you get extra bonus points if you play even just one game.
But today was a banger.
Thank you guys for tuning in to Web3 Exposed.
Dude,
I was telling somebody today on the phone, you know, some stuff I'm doing, you know,
getting to know each other, blah, blah, blah. Bro, we've been doing this show for almost,
what, three and a half years. It's kind of wild. Almost four years. Very, very wild. And I'm excited for all the new things to come i have officially ordered everything i
need to be a high level streamer um no more ghetto setup i'm even paying somebody to come set it up
in my house uh because yep i'm not gonna act like i know what i'm doing anymore i have a nice very
ghetto setup and it's been doing great all this time but yeah let's get it it's time to get more
corporate on these motherfuckers but um yeah i'm excited for everything that's coming if you guys haven't already follow all
the speakers thank you hayden orion bread i don't know why i said bread i just see his ass right
there curtis x factor trap curro everybody thank you guys for coming through fucking goats legends
thank you so much i'll go or no i'll go motherfuckers got
motion let me tell you something do not let the algorithm get under your fucking skin dude don't
let it happen this is the power of branding this is why you should be more focused on branding
than a like if you're branded it doesn't matter i promise you it doesn't fucking matter
um but have a good night. Be safe.
Drink water.
Text your loved ones.
Tell them that you love them.
Because you over here stuck on Twitter all day.
You're not texting anybody that you love.
So good night.
Peace out.
Thank you for tuning in.
Have a good night.
