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Wonky Weekly Alpha
Recorded: May 2, 2025 Duration: 0:53:34Space Recording
Short Summary
Crypto enthusiasts are buzzing as market conditions improve, with Bitcoin nearing 100K and altcoins showing signs of life. Innovative projects like Pudgies and Klanosaurs are launching dynamic NFTs, while the NFT marketplace is witnessing a resurgence in activity, indicating a potential growth phase in the crypto ecosystem.
Full Transcription
Það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er að það er a GM Sorry for starting a minute late dude
I've been running around trying to find my AirPods
You know I feel like it is a little bit of
a losing battle right now so i'm just gonna go go speaker as is
i feel that morning morning gmgm everybody dude i fucking i hate airpods matter of fact like i
bought i've burned through so many AirPods at this point.
My battery,
I dude,
I don't even know.
The battery just stops working after like six months.
Then they only last for about 45 minutes.
It's like my fifth pair of AirPods.
That's a,
yeah,
I'm not gonna,
I've never had that issue before.
I've had the issue where they're stolen.
I've never had the issue before i've had the issue where they're stolen i've never had the issue like honestly i'm kind of shocked right now i know there's somewhere in
my house i i just don't know where i played the sound thing and couldn't track it down and i'm
like it's got to be hiding around but it's going to be it like the easiest spot in the world when I end up
coming across it.
And you know,
but I'm like,
I can sit here and be frustrated for the next X amount of time,
or I can just start this and get going.
Yeah.
Take mine with me snowboarding.
So I'd probably go through a little more rigorous activity.
Seeing as how I hit trees on occasions.
So it could be partially my fault, but nonetheless, I have a love-hate relationship with those things.
With trees or AirPods?
Both, actually.
actually matter of fact um yeah I don't know man but like it makes stuff like
Matter of fact.
this a lot easier a lot of the time right like I don't know just tuning out
the ambient noise I feel like the quality of the actual sound itself is a
lot better than what I get from here I could talk you know where I really could
talk from and the sound quality would go up way up? Give me one second. Let me try this out. I'm going to see if it works. Your microphone.
I mean, sound quality is fine. You got the ASMR voice already, Kalaya. what about now now it's like
now it's too much bro give me a little softy hearty.
It's like, yeah, it's, it's definite.
It's like, it's like goddamn Howard Stern level quality.
I mean, is the quality better like this though?
I don't think so.
I mean, no, no, it's not.
You're telling me the iPhone quality is as good as the, the Shure quality. One second. I will, I will. I mean, you're, you're, you're telling me the iphone quality is as good as the the sure quality one second i will i will like i mean you're you're quieter it like the arguably the quality could be better
as in just like the exact sound of your voice but it's quieter and it sounds a little muffled
compared to okay to the iphone i i'm gonna i'm gonna offer up two things you guys give me
Okay, I'm gonna I'm gonna offer up two things you guys give me
Let's see give a heart or wait no no give a 100 if you like this better
And I'm gonna go switch to the other and give a thumbs up if you like the phone better. So one second
Okay, this is the phone
This is wow shoot I gotta take off the headphones from the uh screw it i'll just
stick with this and i'll mute the it is what it is it's muted okay we're staying on here
ladies and gentlemen but we're back another episode another week of wonky weekly alpha
um you know market conditions have arguably picked up a good amount over the course of Another episode, another week of wonky weekly alpha.
Market conditions have arguably picked up a good amount over the course of the past week from the time that we were on here last week.
Last week when we were on here, things were already kind of picking up a little bit, but I feel like we've just got slightly more momentum.
We've seen some alts start to barely wake up.
I don't want to say too much.
BTC has definitely woken up over the course of the past week. You know, we are sitting at 97.5. 100K feels pretty imminent for next week.
The stock market itself looks pretty good. Momentum is picking up in the right areas.
You know, there's some airdrop opportunities that are popping up.
some airdrop opportunities that are popping up.
Yeah, so, you know, some interesting stuff.
A little bit of traction for some news on the NFT side of things as well.
You know, you've got some stuff with both Pudgies and Klanosaurs
announcing they're doing some dynamic NFT integration
with the Walrus slash SWE without migrating off, you know,
where they currently are on chain. You know,
I think that will be an interesting thing to look for because those are both
IP brands. You know, right. When I say IP brands,
they're both projects that really focus on the IP side of things.
Yeah. You know, a lot, a lot of stuff going on.
Again, you know, some other movement right now.
Pudgies, I think, have pumped up a little bit
in the NFT marketplace.
They're up right now.
Let's see, I need to go check out
some of the floors across the board.
Over the course of the past seven days,
what are we looking at?
Collections, seven-day change.
Let's see.
Pandas are up about 17%.
That's only because ETH is up 17%.
No, they're up 17% in terms of ETH.
Let's see.
We've got Quark's above an ETH.
Sappy Seals are up 10%.
Pudgies are up 10%.
So, you know, a lot of things right now, I don't want to say NFT marketplace isn't exploding, right?
But, like, I feel like you're seeing some early signs of confidence where people are actually spending a little bit again.
Yeah, you know.
A couple of projects are still cooking.
I mean, police are cooking as well i think they're doing
an apartment mint or something uh this week i think you get an apartment for every police you
get but then there's also extra allocations um that you can buy and stuff uh but yeah
peluches i mean they've always they've been looking good um it's just, you know, it's still not NFT's moment yet.
So I haven't touched a single one of my NFT.
I haven't bought or sold an NFT
other than like bought a stonk
and traded a stonk for like a nine trade
and probably about the last year.
Recently, like, you know, I've been trying to get back into the market over,
you know, a couple of months hiatus.
And I've just really been trading my wallets,
you know, fumbling 50 X's to sell for 3Xs and then deleting all that
money and other gambles.
Just
trying to get my
sea legs back, I guess, for
lack of better words.
Yo, B-Ways, can we get you
up here to give us a rundown of what's
happening in the Bitcoin market?
Perfect.
B-Ways, I was asking for a rundown for what's happening in the Bitcoin market. Oh, perfect. Okay, B-Ways, I was asking for a rundown
for what's happening across
the Bitcoin collectibles market right now.
Hey guys.
I'll just join for a couple of minutes,
but it's been a while.
To be honest, not much to your question directly.
It's been frigid times, man.
It's been quiet, even more so
than maybe another NFT ecosystem. I think it's a little bit of soul searching, man. It's been quiet. Even more so than maybe on other NFT ecosystems.
I think it's a little bit of soul-searching, man,
in the whole Bitcoin growth.
Whether it's fungibles, non-fungibles.
I think a lot of people are down bad.
Everyone's waiting for Bitcoin to send.
Yeah, so I mean, it's not very pretty right now, to be honest.
You can look at the floor.
What would you pick up there right now?
If you were going to enter into anything anything you had a little bit of disposable income and you
wanted to enter into anything on just the um the ordinal side of things what would you touch
like what is is is there anything where you're like yeah i feel more confident that's going to
bounce back like puppets for instance i saw pretty you know a lot of things right now are pretty down right like so what is what
is your most confident sector in that side of it as far as a comeback yeah I
would say it depends I would not go for too cheap to be honest I think there's a
risk that fees for big points on point go up and then you know the super cheap
stuff just gets priced out a little bit just in terms of fees versus uh plurk right essentially so i go if you go in i
would go not for the only couple hundred bucks i would you know uh shell out a little bit more
so you're starting to look at the top collections that's a pretty easy landscape
and then you have like a top pfp ones right like depends on what you like but like omds puppets
and then you have like a top vfp ones right like
i think node monks are perhaps my favorite bet here alongside with omd but i'm i'm partial to
omd like so i don't want to talk about that too much i think node monks are this kind of uh
you know very low risk you know nothing's gonna happen to them the founder is not doing too much
if anything is only upside to those for this like uh with very simple art founder is barely around so i like that one
to be honest i really like that one these days i've come around a lot that's like whatever
right out of my mouth that's what i was about to say you came a long way from
I'm a long way from your original Node Monk's fucking thesis.
It's fun.
Yeah, I mean, I still don't like their mint dynamics that happened.
That was a long time ago.
So I will never like that.
But also, you kind of keep grudges forever, you know what I mean?
Like, at some point, you got to recognize that people vibrate their art and their collections.
So, you know, I'm going to going to keep budgets for years and years,
you know, like to move on at some point.
So what happened happened and, you know, it's still there.
It's the top tier.
I think it's maybe the top market cap collection still right now.
No one knows.
But it says something in terms of like a risk reward type.
I think it's somewhat low risk.
There's not really any substitution risk in my opinion.
So it's just for the art, essentially.
And it's like whatever.
It's like one and a half ETH or close to two ETH or something.
So it's not like a crazy, crazy investment if you're somewhat deep into NFTs.
So like those, and I really like a lot of arts on Bitcoin as well.
But you have to really get a little bit deeper into it at that point, and it's hard to make
any recommendations.
I mean, the good entry points that will pick up the fastest
as the sentiment returns for ordinals
are going to be on the PFT side.
And to be honest, it's almost the same on ETH,
and then alongside some OG ETH ART,
that is like a fortune.
Which I don't really think you have those.
I think the only comparable to, let's say,
funks and drifters and the kind of very OG stuff which I don't really think you have those. I think the only comparable to, let's say, funds,
you know, drifters and the kind of very OG stuff that Ethan's been doing well
is maybe Bitcoin Shrooms, which I own one of.
And they're just in terms of the value population.
They're like 0.6, 0.7 BCC.
It's not cheap, you know.
It's like 30, 40 each entry level.
But that's if you really want to shell out a lot of money.
So that's another one that i've done zero executioners so yeah i would keep it simple and stick to the very top
tier or no selection but then go with what you what you really like as an engine point
so quick quick question as well because i saw something i think maybe zach xbt um commented on
it a few days ago or maybe like a week ago or something.
And not to fud at all, I'm just like genuinely curious about the tech in the back door when it comes to ordinals.
So I think something happened where someone accidentally sent their ordinals to a Binance hot wallet or, you know, maybe just exchange wallet.
And apparently anybody can somehow backdoor and recall those ordinals from the exchange wallet.
It's like the rare sat hunting that would happen back in the day, right?
So it's not necessarily that somebody within Binance went there
and they were like, oh, look at this.
It was nobody with it.
It's described on here.
And I'm like, you know, so they didn't, right?
Like, I think anybody at that point,
there's a way to be able to farm through.
B-Ways can probably talk about it a little bit better than I can,
but there's a way to be able to farm through and, you know, basically target the stats that have the inscriptions that are on them.
Right. So because they're all classified basically the same to Binance or whatever these exchanges are, if they're deposited into certain addresses i'm not sure i think they've got some other addresses that are specifically designed that if you put something
with the inscription on there like they safeguard it but if it's just deposited into the normal
generic btc wallet address the hot address that they have everything else coming through
then anybody can you know kind of pick from that pocket.
Yeah, totally.
I think the underlying issue there is, so Ordnance inscriptions are on-chain.
They're on Bitcoin, it's on every node out there.
It's like every Bitcoin node, the content is stored there.
But actually the tracking of the ownership,
the Ordnance protocol, it's a protocol, it's a site of Bitcoin. So the ownership itself is not necessarily tracked by Bitcoin. You need
to actually agree on the protocol dynamics. And so obviously the major wallets, like if you use
major Bitcoin Ordnance wallets like Xenorx, they obviously recognize the Ordnance Protocol. And
if you send some Bitcoin to Binance or any other place, they will never send your ordinal.
That would never happen.
So maybe this person used some wallet that doesn't recognize the ordinal protocol or
I don't actually know what happened exactly.
And so you send some Bitcoin and this wallet not recognized in the protocol just sends
this ordinal with it.
It's kind of unfortunate.
I don't know actually how exactly it happens.
At that point, it's just another set like any of the other millions of sets he sent along
with it.
Binance wouldn't care.
So just like a big point in the end.
So yeah, I think first of all, you just have to use a commonly known wallet.
I mean, that's the first recommendation.
This is Exverse or probably Magic Eden wallet. I think or probably magic eden wallet i think this would never happen otherwise right and then at that point once
that ordinal uh utxo was when the binance bitcoin wallet then yeah either someone farmed like just
flipping through a bunch of utxos you know sending money back and forth to binance until they got the
sending money back and forth to Binance until they got the
Ordinals. Or you never know, maybe someone was malicious at Binance.
You never know that. I don't assume this, but it's possible that they saw this
and then transfer it out. I don't know, but I wouldn't assume that.
I think it fundamentally goes down to what are Ordinals, how do they work?
And the reality is that Bitcoin itself
as a chain,
doesn't attract Ordinals' ownership, right?
So there's a consensus level,
which I think people started to realize.
I think ZaxxVT went a little bit hard on
the conclusions
on Ordinals, but
yeah, there's some
reality of how Ordinals work
behind it. But again, it's not an issue for a normal user.
Just use a normal wallet and whatever happens.
Side note, I appreciate the information on that, BYU.
I was just genuinely curious.
I know it was an extremely niche circumstance that typically won't happen to the average person.
But I was just curious how they were able to recall from a wallet that they didn't own.
But being inscribed on a set makes a lot of sense.
But side note, my ENS is expiring this month.
And I don't feel like we're doing it how many rockets are in it
bearish you know that's problem number one yeah that is extremely bearish um but my thing is is
like i don't care to renew it at all um but then it's also been attached to my
what what is the like it's a long one the cost couldn't be more than you know like 20 to 50
bucks right oh i have no idea i
didn't yeah i didn't even look i mean because crypto if it's three to four then i would say
like you know really at the end of the day unless it's sentimental or has a good use case
then get rid of it because the really short ones are very expensive. The shorter it is, the more expensive. The longer it is, like CryptoRooster.eth, super cheap.
Especially right now, I would say actually, if anything,
now would be the time to do it because gas is still like, let's see,
can't be more than, yeah, it's still half a way.
So if you're going to do it, I would say like in normal conditions, the cost for gas for just the overall transaction would be way more than the cost of the actual rent itself.
So I would just extend it for a major duration.
Forget about it from a sentimental perspective of nothing else.
It's like, I get it.
It's a principal thing at this point, honestly.
Gas being half a Gway makes me not want to renew it even more.
It's like Bway's not buying stocks under .069.
At this point, it's almost a principal thing.
I get it.
I get it.
Like, it's one of those things where it's tough whenever the market's like this to really want to do anything within the eco.
But I look at it and I'm like, if you think there is literally even the slightest hint that you're going to be using ETH at all moving forward,
I think it's one of those things that it's, you know, the argument for ENS for having a personalized one can still be worth it, right?
Like, it's a lot easier to tell somebody to send it to CryptoRooster.eth than Ox, whatever, whatever, whatever.
So, you know, and the other thing that I'm...
Did you motherfucker just say Ox?
It's like peep
oh my god what do you say
it's zero x for
sure it's definitely
zero x that
I can say is the first time
I've ever heard a single person
start
and eat a dress with
ox dude and I'm gonna have to ask
please never do that again.
No, I'll definitely say it again.
Love it.
It's like a gamer tag back in the day. You know how many
times people would use zeros as
O's? So that's how I
read it. But people would also start
their gamer tags
with...
It would not be ox. No.
It's never ox. It wasn't peepep it was never peep it's pepe
oh man yeah man i mean it's the point being though the only reason this argument even
initiated is because we deviated from saying crypto rooster.eth so like
saying crypto rooster.eth so like i think it's worth it for 20 bucks
yeah i would keep the research like let's let's ask rock how what is the cost
of renewing and i could just go to their site and see
honestly i think even rooster can afford it. It's not that much.
Dude, you don't...
I'm down like 85%
from all time highs, dude.
I'm down so bad.
Okay.
So pricing structure.
Five plus characters.
$5 per year.
So the renewal fee, $5 per year.
Actually, it's a little bit cheaper than that.
The total cost in ETH for one year.
Again, gas is your most expensive thing for doing it.
So you're probably looking maybe $30 if you really want to just like for a long-term duration hold on that.
$30, what is that, like four east?
I mean, maybe eventually.
I saw B-Ways try to slide in. One of my notifications earlier, I saw B-Ways trying to,
I don't know if you were trying to hint toward BTC dominance slowly creeping up,
or if it was like, maybe it'll reverse.
I'm assuming because he's BTC maxi B-Ways these days,
that he was hinting toward the beginning rather than the latter, but I'm not sure.
I'm like, it's basically the same as what it was in mid-April.
No, no, I actually went back to your BTC dominance tweet
from three weeks ago.
Yeah, yeah.
And it's very much on track.
I'm definitely not a maxi, and I agree with it.
So I'm getting very turbo bullish on alts as well.
And I see this kind of little, either it's one more in nuke,
and then BTC dominance peaks in that nuke,
or more likely and hopeful for that
is that we see BTC setting new highs soon.
We get to like 69% dominance as per your chart,
which would be poetic.
And then al all start running.
All right.
No, I was actually just complimenting your charting from a few weeks ago.
I think it makes a lot of sense for the current setup.
And so I've been, yeah, I started getting very bullish on you as well and everything that comes out of that.
That's the thing I'm looking at right now with it too.
It's like, okay, it could even over the course of the next, let's just say month or two,
maybe it goes up another percent or two for BTC dominance.
I just think from a duration, like from a timing perspective, we're very close to the
bottom on that.
Like it's from that everything structurally just looks like it's ready to top sometime
soon.
So are you going to nail it perfectly to the day and to the hour and to the exact
percentile on that chart of what it's going to be? No, but I mean, I think that it's a solid time.
It hints toward now being a solid time to really position yourself for, you know, that type of a
move. So I, I don't know. I think I I'm still a big believer it's coming. I do. I have a question for y'all.
So this is an interesting one because, you know, it was something that came up yesterday.
The Boop.Fun saga with where we are right now.
Right.
Like Boop.Fun launched.
Pump.Fun competitor that Ding-a-Lling ended up putting out there and there are these
massive rewards for a lot of people right like i'm looking at it and i'm not gonna lie like
it's very tempting sitting there and seeing okay i've got 700 000 tokens that are sitting there
waiting which currently are still with it right now at a $280 million market cap is still worth $200,000.
Right?
Like, and even if it goes down 75, 80% in the course of like, let's just say if I launch
something, you know, it goes up to 1.25 or even if it goes up to like, you know, over
200K, it's either a five or a 10 day lockout you know or if it's
somehow hit the instant unlock of five mil it's instant unlock and that's instant cash on the
table instant unlock was five mil or was it 35 mil yeah so you so you give all the precautions
you give all the precautions and you go into the precautions. And you go into it.
It's like, I looked at the list of everybody that's launched on there.
There hasn't been shit said about anybody.
And again, it's one of those things where I feel like I get it.
From the proper disclosure point of view, the flip side of it, though, is you know that you're introducing something to the world that you don't plan on doing anything with.
Right? Like, so you
basically have this illegitimate stepchild
that's thrown out there
and you don't do anything with. And odds
are everybody's going to completely forget about
it within the next few days.
It's like, what is
what's the right thing to do?
I'll put it this way.
Everyone who has launched so far
nobody has really set people don't forget when it when it comes to crypto you could do one like it could be one person who like bought the top of something hours after you shilled it
right and lost the bag and they'll be in your comments for the next they'll never forget
right so the the thing is here is i've seen a couple you know quote-unquote other influencers
like even even talk to you serious is a good example right serious did it you know well-respected person within the space like he
hits five mil instantly and you know the token's down only since then it's 100k he never sold any
of his tokens i think he burned the tokens that he bought like you know but it instantly unlocked
for him a quarter mil doing it. Like, do people look?
I haven't seen any trash talked about serious.
And because he did it, not only was he like the first super large account to actively do it and like walk everybody through the steps and process like as it's happening.
He was also able to instantly unlock it, secure that bag.
I think probably the only like one of the few, maybe a handful of people have got the instant unlock yet.
But he still like walked everybody through the entire way.
But I think the like it did hit five million, but the site was so overloaded at that point in time.
I think it took like, it ended up taking two hours
for his coin to graduate.
And so he's walking everybody through this the entire time.
And at this time, like it's 60K
and he's already tweeted, you know,
however many times about like what he's doing.
Right.
During that time, a bunch of people were loading up sniper bots with, you know, 100 sold tips to, you know, grab to unlock it and walk everybody through exactly what was happening over the course of a few hours.
It's like people would say more dumb things like if you didn't do that.
But in my opinion, as the time goes on, like your window of opportunity start dwindling.
But everybody's always going to,
someone, there's going to be at least one person
who always brings it up, probably even for Sirius.
He's also known to be a profit maxi.
I'm sure he just, I think he
pre-mined 50% of the supply.
I assume he just pumped it to
$5 million himself, right?
He made it clear that it was just a financial play for him
and he probably made like a net $200K
out of it, right? Something like that.
It's pretty, I guess, a little bit tricky for other people
that have a
different reputation, maybe?
Yeah, if you have the capital, you
could definitely even just do it
yourself too i think the liquidity ratio on boop is uh even smaller than pump fund um
yeah like it seems what it seemed like i think i think to get to like five mil
it was only like let me see well that you know i think it wasn't more than 100k
let's just say again you you look at it like that perspective you have the capital where you could
immediately pump it to five mil right like you know you could do it yourself say that it costs
like well okay i mean first off to be able to buy 50% of the supply
right now, the cost is about five grand, not too crazy, right? Like I'm not sure what market cap
that puts it up to, but then from there, you know, you've eliminated a lot of early snipe threats.
If you're ready yourself from there, you can probably buy a decent size clip.
Let's just say you somehow spend, like,
50 to 100 grand yourself pumping it immediately.
You get 200K.
It costs you a net negative, you know,
but you end up netting 100K from it.
Like, and you say straight up from the beginning,
that is your game plan for what you're going to do.
Again, like, is it right is
it wrong here's here's you just throwing out morals out the window you just gave me the perfect play
to how to maximize profits at a boop at a boop and get your bag and just you know free quarter mil within 20 hours of work.
You announce that you're gonna launch a BoopDop fund
and then you pre-sale it.
And then you don't put up pretty much any of your own capital.
You over-allocate the pre-sale, right?
To where you can pretty much clear that vibe. Pre-sale right to where you know you can pretty much
but for like for for like a 10x for a 10x valuation so instead of you know what'd you
say like 5k to get 50 so you're telling me i just need to rent out access to my Twitter account to you for a week.
Just rent it out for a week, you know, and let you.
I'll hack you.
Like, you don't even, no, don't even admit to renting it out.
Like, your account has been compromised.
I'll cook.
Later, B-Ways.
No, I mean, I won't lie, lie man i'm sitting here thinking through it i'm like
there there are a few the pros and cons that have weighed in my head right like again
you know you'll have that one or two annoying little shit that like says something regardless
of how many how many different things you put out there in the world about like,
I'm not planning on doing anything with this.
If you guys want to do it, if you don't, don't.
But I agree with you.
I think right now there is some decay as far as the newness wearing off of it
being an early mover advantage.
So the potential for like what tiers that would hit, you know, again,
probably like I wouldn't expect it to hit five mil
off the bat.
I just don't think enough people are actively on boot with capital that are looking for
it that are like, I am going to immediately snipe this whenever a big account comes out.
I just don't think that's, that's happening right now.
Right?
Like that's you do.
I'm like, that's why somebody's going to end up doing this, and the first mover on this is going to be the only one who people are okay with, and then everybody else who does that afterwards, people are going to shit on.
The play is do a presale with the valuation set at five mil immediately, right? So if it's not five
mil, everybody's immediately underwater and use a presale capital. If to bump it up to five mil
immediately, get your unlock. And then that's a free quarter mil. Somebody's going to do it.
There's absolutely somebody going to do it. And it it's probably not gonna be like much longer after
me thinking about this that they're gonna end up thinking about this because it's honestly pretty
genius if i i know it's gonna happen this week well i i mean i i don't know. Again, it's tempting for me to think through. I think it's one of those things where if people are buying into this expecting that much,
even looking through all of it, they're kind of dumbasses for doing it, right?
But at the same time, you know.
Nothing is held on poop.
I mean, the one thing that did hold and continue pumping, I sold for a 3X and it went 50X.
It's the leaderboard of different people that have done it so far, right?
I don't know who Eddie Meta X is, but you got him, Tier 10K, Cruiser, MrPunk.E, AIXBT, Kelso, Sirrus, Sinis, Bold Leonidas, Susu, Andy, 8052, Grok, Bordelon Musk,
let's see, Sibyl ETH, Isabel ETH, Midas10X, Tyka Meta 2, Ox Sweep, not easy knv uh oxisyphus beast ico cl207 loopify d's based carbon bread guy
um soul jakey it's obvious uh benji um not so fast jeremy btc i mean okay so you're talking about leaderboard but look where it's not
easy 34 i watched his launch min x dynasty like his like 34 like topped out at 200k immediately
and there's some of these people that literally hit like 20k so that have not graduated like mid-x dynasty let's see this
didn't even graduate and if you don't graduate you don't get anything so that's kind of
embarrassing if you launch something and it doesn't even graduate that's kind of embarrassing
oh yeah like um guppa fun fact number one on the lear boy that's what i bought at 200k
and uh tyler did it let's see how did tyler did it do he got up to like 180 number one on the Learboard, that's what I bought at 200K.
Tyler did it.
Let's see.
How did Tyler did it do?
He got up to like 180.
So, I mean, again, a lot of these things I'm looking at, I, okay, here's, here's the theoretical scenarios that I'm thinking through.
Like the actual price of the token itself, you're looking at right now, it's at, where are we?
Why will this not load?
There it is.
It's a 264 mil market cap.
Very little liquidity though.
Again, so it's like as any of these is pure competition for as any
of these unlocks come even though there is some upside to staking right there there is like
potential upside eventually because i like the method behind it they actually kind of copied
exactly what arena launch is doing and but arena launch has just been taking forever so now they're not going
to get the first mover advantage as being the first people that have done this but they're
giving x percent of each graduated token um five percent of it to people that are staking so
theoretically if there is a period where alt season kicks off or meme season kicks off again
and they're all these runners and
they're starting to cook and they come from that people that are staked in the token now all of a
sudden have this huge advantage where they get exposure to a lot of the different stuff to cook
but the real question is can you in these market conditions where we just haven't had runners
incentivize people to start creating runners and start it off i just don't think it's
going to happen no the whole the whole influencer like where launch coin now thing um because of
boop is extremely retarded um like you know outside of the one or two runners that actually have a sustained run, right?
Because pretty much like if you're not in immediately, like they already have bots now on Boop that are buying, you know, 6% of anything.
You know, there's definitely already bots assigned to your account, probably anybody's account who has, you know, more than 30K followers.
I mean, motherfuckers are quick with this shit, right? So, well, and that's why, again,
if you want a runner to go to a mil plus, or to the five mil plus, even the one mil plus area,
again, you better be buying 50% immediately. Yeah. Every, every, every runner, even like
regularly through pump and you know through
any other launches any organized launch anything that actually does end up running is bundled
so much like that that's that's the only way even if it's a great organic meme
there's just so much shit out there that it won't even run and then someone will take that bundle it have the right organized
push for it and have the that one be the runner right like everything that actually ends up
running is bundled and organized i mean i mean that's just the game um so yeah i mean if you
want a runner you have to bundle it i don't know. I don't know. Again, game theory that I've thought through
where I kind of almost agree where I'm at this point
where I'm like, it almost feels like it's too late
without a really efficient strategy to be able to do it.
Because I do think from one perspective,
it's like it's free money sitting out there.
And I think there are some pretty, like it's free money sitting out there and i think there are
some pretty like the more i've thought through it some pretty solid ethical ways if you have a
decent plan to be able to do it but there's decay in each of those plans because there's decay in
the popularity of the site of like every hour that goes through. There's also decay as far as there are certain people that are hitting unlock thresholds earlier.
And whenever those people do it again, I don't care how many runners you think are going to be there.
People are planning on just dumping the boob tokens.
So it's just a competition to see who gets their tokens the quickest.
their tokens the quickest yeah um if i were to do this and if i had either the liquidity
Yeah.
um or just the push to be able to pretty much guarantee an immediate unlock i would absolutely
do it like especially if you could just do it yourself, right? Buy however much, you know, snipe your own account, right?
And then, you know, there might be max, you know, 10% out there between hundreds or thousands of wallets, you know, that could dump on you.
but that if you're still able to you know be able to pretty much hit the unlock yourself
um yeah i would i would absolutely do it the easiest way to do it would be to
to um you know do a pre-sale it is the most probably unethical way to do it i was gonna
say again if you want to be shit on obviously the easiest way to for anything in that space is the presale.
But as soon as you start introducing the presale method,
there's no way that you can ethically be like,
I'm not touching this.
I'm just doing it for the farm.
I'm just doing it for whatever.
At that point,
like you're in.
Yeah.
I mean,
you'd sit down.
I mean,
you'd say it during the presale announcement being like,
like I'm strictly like hosting this presale,
giving allocations so that I can hit my unlock and secure this bag and and dump before this becomes worthless
uh you know i don't know people are people are still gonna send you like a 100k
regardless just just just for the opportunity that he could no i'm not telling you to do that
regardless just just just for the opportunity that i could
don't don't get me wrong i i get what you're saying though you're saying average joe if
average joe could like go out there and do that then yeah i don't know maybe i mean but it's i
will say this say that the boop chart starts to like explode and you know it's at 260 right now
and all of a sudden it's hitting like 500 mil plus
i'm not gonna lie at that point i don't i think it's a no-brainer for me if there's real momentum
where the boop chart starts exploding again there is a runner or two that pops up from it
i think at that point i would hop onto that momentum and i would drop if there are any
slots left i would do something and I would put all the whatever,
but where it is right now, no, I'm not going to do anything because I think with this type of thing,
momentum's key. It's like, is there enough capital flow to hit that instant unlock to make it worth it? If so, go for it. But if not right now, again, just doesn't feel like it's
there. I was more critical of it at the beginning, but I think it was more critical for just
people not
really
painting the full picture of like
again, a lot of
this money seems great and people are
flexing it but nobody's really taking
into consideration like
it's worth X but it's not going to
be worth X by the time you get there for most
people unless you play the game better than others, right? Like it's not going to be War of the X by the time you get there for most people, unless you play the game better than others.
Right. Like it's that simple.
Yeah. Yeah. You either.
I would say.
Either do it yourself like the the most I guess ethical way to do it would either be to do it yourself
and or get together with like one or two you know close people who are who would be willing to you
know also put up capital because at that point the point, the only thing you're losing is fees.
Right, if you do the majority of it yourself,
I mean the downside there is maybe a couple thousand dollars
with other people in accounts being able to get in
before it gets to the unlock, right?
Just in a couple seconds.
The downside is a couple thousand dollars
um to you know a quarter million and unlock tokens as it sits at these prices so
that's probably the most ethical way to do it is you just not say anything and do it yourself
um and do it yourself.
If you can.
I think it takes a while.
I haven't completely ruled it out.
But at the same time,
I don't know, dude.
It's just an interesting... There's a lot of game theory that goes into it.
So I, again, I don't judge anybody that's done it unless somebody sat there and been like, you know, this is going to change your life.
This is whatever.
And then they just completely drop it and forget about it from there.
As long as people are putting like the proper disclosures that I'm literally, this is a farm.
I'm doing it.
I don't care if you do anything or not
like go for it i'm gonna at least let this hit the graduation threshold and we'll just see what
the tokens are worth here in a few weeks like yeah i i don't know you could i mean on and you
know what now that i think about it a little bit more i think you even get like, you know, in reference to, you know, fuck, what's it called? Grand Theft Auto, you know, going a little bit more viral. You get more respect points. I think if you were the first person to just be like, look, honestly, like, you know, as a large influencer, the best, I think the best way to do this is to just sit here and do it yourself. I think that could even spark a little bit of a run on its own and its own type of small meta
for a few days, a couple of weeks of people just doing it themselves.
Name the ticker. That could even be the ticker, I mean, you could even, that could even be the ticker,
right?
Like do it yourself.
And I think you would even get more respect points than just having like a regular,
like mean or whatever.
I am kind of going to hit,
hit five mils.
I'm kind of curious now to calculate like the exact cost to get it there.
I need to look up the bonding curve formula and you know what the exact cost of soul would be to be able to get it there. I need to look up the bonding curve formula and what the exact cost of
soul would be to be able to get it there
in the background and do all that.
It's interesting. I might. We'll see.
I mean, Bupa is sitting at
$6 million
MCAP. Let's see what's the liquidity
ratio on this is.
It's just $306,000. Sok so I mean it'd be a minimum to be able to
get it there of like 150
you know a little bit
a little bit less than 150 honestly
because that's how much soul is locked
against the token right
like yeah I think it's
I think it's kind of it's almost a backdoor.
I don't think they probably put too much thought
into people just being like,
oh, let's just do it ourselves.
I think it's actually bullish for the users
and bearish for the platform itself.
They might actually...
So yeah, you're looking at right now on that
you're looking at a farm where it's 150k spent to be able to unlock right now 200k uh now granted
the real question at that point comes down to say that you spend 150k like you know you kind of literally
for somebody like that they would just sell it they would redeem some of that you're probably
like it is again from a pure math and pure extraction like from it's it's like an unlock
that you can get i don't know man It's tough. It's about 20K.
Like, it's interesting game theory that he threw out there with it.
It's –
Yeah.
I would say doing it yourself, you're probably bound to lose 20K out of 150K
just in, you know, fees, slippage, and –
A few snipers.
Yeah, a few snipers.
And you're going to have to snipe it yourself as well
right um so you're gonna have to 100 soul you're gonna have to spend you know 12k plus
um on your own snipe right just to not allow people to get you know super early entries on
it that's why i would say you definitely do it silently um because as soon as and i would do it see the problem is if you're doing it while
the coin's going back up to 500 million and let's say the platform is you know spiking in activity
and things are taking two hours to graduate again that's i would say anything, do it yourself while things graduate quickly and it doesn't have many users, right?
Active users at the moment on the website because that you have a smaller margin of error there.
And then you'll have the bag to, you know, maybe either sell at 500 million, scale out, do whatever, secure some, right? Like at least secure what you
lost, the 20K, 30K, what you lost, doing it yourself. But I would actually do it while the
platform is a little bit quieter rather than when it's, you know, spiking in activity because
there's harder, better, faster
and stronger, right?
There's a lot of game theory behind it.
TBD, we'll see.
It's out there and it's interesting.
I just thought it'd be an interesting conversation.
We'll see, man.
Maybe, maybe not.
I'm not guaranteeing anything. right now i'd say i'd
probably lean toward the no side but like i'm a lot more open to the idea today the more i'm
thinking through the game theory side of it that i i was yesterday so yeah no i'm actually i've
convinced myself i'm not gonna do it from my account,
but I'm going to get together with some people about bundling up a Bupa.
And just doing it all herself.
And then, you know, splitting that bag.
So if it works, I'll give you the sauce.
Well, but you know the difference though, Rooster,
again, there are different tiers for what each person's eligible for
for the airdrop. Not everybody's eligible for the same tier.
So you'd have to find an account
that you're doing it from that you bundled up with somebody for that is a large account
that's a large airdrop.
Yeah, we could.
I mean, yeah.
Got a few options.
I mean, one of the easiest ones to do could have been easy.
Hey, keep us posted, man. Hey, if I somehow figure it out and I somehow do something, you know,
I'll sweep the stones.
So we'll, we'll, we'll see. Um,
it's funny. Um, all right, man. Well,
appreciate you hopping on for another space. It's been fun catching up.
No, you said you had to keep today a short one. Hopefully we'll be back next week.
Ethel B
7,000.
If Ethel
is 7,000 next week, there are bigger global
crises that are happening.
I mean,
slowly but surely.
If Ethel is 7,000 next week.
I'm definitely joining the spaces from the fucking Bahamas.
Hey,
slowly,
but surely,
man,
I feel the market momentum picking up.
you know,
be interesting to see what all random stuff pops up next week.
All right.
But yeah,
walkie songs are inevitable and we will see all that. All right. But yeah, wonky songs are inevitable and we will see all that.
All right.
Later.
