yuga?? ordinals?? failed?

Recorded: Feb. 9, 2024 Duration: 1:30:33

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Yo, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh,
Uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh
play a song real quick. I'll see you when I see you in a minute.
I put in my own work, but a day of homework. I can't hit it, but when they call it, I pick up the third ring.
I thought I was feeling whole, through strongly and strong so, I sat on my kettlehole, turned into an influences, smirking yo, fuck that bitch and leave, don't care who you fuck, bested out her clothes, that's how to sell, you got on these wheels, I got molds with a bump out the fast mean, I got falls with her, you got goofy with you, before I do that, I keep
free, niggas won't rain me, I'ma call her Ari, took her at that cheap shit, took her to Bocari, never tell her sorry, just call her Swarri, I'll say we just killed a link, you think you a party, niggas, I'ma say this with me all the time, I don't know who I fuck last night, I got Alzheimer's, I don't know who them hoes is, man, they all lie, Brody, tell me who them hoes is, man, they all fly, honey, who look in, and
that's a medic, I just fucked a Jewish bitch, I just fucked school as bitch, and we ran up like a lab, it's gettin' pregnant in the trees, I'm some hoes, baby, is it, baby, is it, one niggas puttin' up the ass, pull up with the swedges, this ain't Jimmy Butler, but the heat got extensions, this ain't Columbine, but we came in with the tranges,
when the fuck was shagged with the tranges, the cockers and the bank, yeah, yeah, y'all was heck, I wasn't there that night, I used to tag with the tranges, and I
I can't flow to the whole, now I don't wanna bust you
So I just fuckin' touch you
Suck it down, California, nigga with you
I pay in free space, pay for the beer
E-E-E-E-E-E-E's one of it gon' be, sick of me
Even though I got security
Even though she got a mess, she knowin' it's Disney
Seriously, since I came back shittin' in my ears
For the girl, he's correct, he's hooked in my bed
Shoo, mama shot it, yeah
I can shout out to my symphony
Right there, face down, we do that shit
So literally and manually
Dollar star, Iggy, and we burp watching
Fetties in the back, y'all
Don't talk in space like this, silly
A-A-A-D-D-D
Ooh, my nigga changed cool, my nigga that's true
And since she's not in that, the other day
She's cookin' her buck, ooh
She was not bein' at the booth
In the white border of the bank
And I'm feelin' a little changes
My ex is comin' at you, change
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
microchrystals
Twitter motherfuckers, man, we are back
And we are better than absolutely ever, man
I say it every day and, man, I mean it every fuckin' day
It is so good to be back
Missed you beautiful faces and bad brothers
Oh, how I missed your beautiful faces
Sorry, Michelle, yesterday, actually,
that was kind of foul
Um, ah, that wasVone, whatever
Ah, that's what it is, what it is
day but we're back we're back we're back we're back shot to trap no we're back
we're back we're back look look we we got a lot to talk about also I feel like
I feel like the days I like check out like all right the last time I like
Revolution on the timeline I left I like didn't pay attention to CD for like two
days or I'm missing like Pandora music NFTs I don't even know what what the
fuck's going on exactly we got a lot to talk about we got you go we got all
type ordinals you got all types of shit going that Pandora joke missed really
we got a lot to talk about today here's the first thing I want to say the
first thing I want to say is all right I gotta spend you got to give me like
three minutes to talk about forecaster and then I'll stop I'll stop after
because here's where I'm at with it here's what I was I'm gonna give you my
take I want to do some forecaster fucking spaces and then we're gonna do a
lot of stuff but I don't want it to like fully it's not gonna like take over this
space what we're gonna do I think is we're gonna focus on the like in debt
like we're gonna focus on the like the speculative side when we do talk about
it during the like this is more of market space but here's what I want to
say here's what I want to say is alright you know if you've been listening to me
for long enough I'm a little bit crazy and I'm kind of obsessive about things
right so every once in a while I'll get really excited about something and when
I get really excited about something I kind of like can't think talk speak or
do anything else like at all like at all except for that one thing and we've had
this happen a couple times in this space there's been a few infamous topics that
I was obsessed with and we went really deep on and then we no longer talk
about them infamously friend tech being one of them I'm not afraid to say I was
fucking excited about friend tech okay I'm not afraid to say it I was fucking
excited about friend tech and I'll say this as well you know what's funny is
is is Dan the front forecaster references on a space or on a podcast I
friend I think friend tech is what it's all said and done is gonna be one of the
more like important crypto apps that happen like first absolute shit show
there's no way to like factor in the variable of like racer trying to nuke at
all but the concept absolutely and I think friend tech like when it's all
sudden done was a very important crypto application I think there's no way to
like cut it it doesn't mean it had to be long-term sick I mean Top Shot isn't
necessarily thriving right now but it's also one of the most important NFTs if
not the most ever I don't know about the most but it's up there I mean it's
fucking up there I'll tell you what here's here's here's my take on
forecaster like my quick take I promise you will not I'm not gonna talk about
for 30 minutes but here's my quick take if you're not on the platform I think
you are just like doing yourself a massive disservice because there's like
a fundamental understanding of what this is it is not a Twitter clone like it is
not it's not threats it is not fucking friend tech I promise you this is the
furthest thing from friend tech but there's look there's basically this
fucking social graph that is on chain of all your activity your followers who you
engage with what you do and it's basically open for anybody to build
anything on top of it and so like warpcast is built by far caster core
team and it's like the first like application on top of it but you can
imagine there could be hundreds there could be a YouTube client on top there
could be a spacious client there already is a spacious client on top you can
imagine that there'll be a friend tech client a social fight client on top like
they'll sort of be like unlimited things that can can be built on top you can
port transfer all your data over you don't lose your follower like if warpcast
the client like goes rogue and you get like censored and error like suspended
you don't like lose your followers you just go to another platform sign in with
with far caster at boom it's all there so that's like the first the first thing
here's the real game changer for me here's the actual game changer and I
would like if you fuck with that have keys I would not ignore this in this
part specifically is all right so your account is an ethereum wallet like
you're like username is an ethereum wallet right that you own is you have
you have custody of you have control of and what that allows is when you like
interact with these apps these frames any any dap on top of a forecaster like
if you were to do it on Twitter there's all these like gimmicks that go these
tools that go viral like what's your Twitter account value now what's your
what's your Twitter account worth and how do you do that well you have to you
have to click an exterior link you have to leave the platform and you have to
have any of your social data has no way to like prove who you are so it has to
like get access to your Twitter right so you have to like approve view my tweets
post post and delete tweets read if you realize bullshit permissions that you
don't want to do but because you're your forecaster account is an ethereum
wallet it sort of opens up this like massive capabilities and scalability
that you could not do prior previously so the coolest thing in my opinion that's
that's happening on forecasters is frames and frames is basically like
imagine you could like build an embed basically like a mini app into a tweet
right so I just like for example I just played this I'm gonna scroll in the
frames timeline and there's like this little Pokemon battler so like it's like
in a tweet you click like like start game game starts you click like like an
attack attack is used you click a defense defenses use attack it click
attack boom I killed the other Pokemon right when it when it died it was like
success you have won the battle now mint NFT and it pops up in the tweet just
like just like any regular tweet on your timeline and I click mint mint with
warps and warps are basically like friend like forecaster points
essentially but they have a value with how soon you could buy them you can get
them to people whatever they're like points basically and it says mint with
warps you click mint with warps all in one click never leave forecaster never
click the next to your link never connect a wallet wallets already
connected wallet is your account boom mint with warps 30 seconds is in my
wallet and so what's happening on forecaster if you scroll the fucking
frames feed there are just like hundreds and hundreds and hundreds of these frames
these mini apps these mini experiences that you never have to leave the
platform for and the coolest part is the majority of them have NFT mint and so
what's happening is the users on forecaster are like mass mint like a
mass minting basically what what's the equivalent of free NFTs po-app content
memes like shit you would never meant because it's just too difficult they're
mass minting these things because it takes one click like you you have to
understand there the process right now like if I wanted you all to listen if I
wanted you all to mint a like thread guy what was the date today February 10th I
don't even know February 10th Twitter space like proof of attendance if I were
to do that I would have a po-app link that I would pin to the top of the
space I'd be like yo go mint to go mint to go mint you're in the audience you
would love probably if you listen to the whole space it was a good space it would
be nice for you to like leave with a proof of attendance token but to
actually go claim it not as fucking nice because what you have to literally do
you got to click the link I pinned to the top you got to go to the po-app that
XYZ website you have to connect your wallet you have to click mint you have
to then sign a transaction and then you you hope that the transaction goes through
you come back to Twitter and there's like one there's time friction it's
straight-up time it time is zero sum if you're spending it somewhere you could
be spending it somewhere else and the second is there is exterior risk which
I think is the hardest thing to account there's no way to account for the
exterior risk you have to connect your wallet to to a different platform there
is risk there doesn't matter who gave you the link where you got it from how
you got it and that all those the cultivation of all those things is why
if someone like post a free NFT on my timeline that I like and think it's
cool I'm not fucking minting it I'm not minting it because why why like why
mint it when there's risk why I meant it when there's risk and there's no like
like tangible value but it's just how I look at these things but a forecaster
and this is quite literally a game changer on forecaster you don't do any
of those things because your your address your account is there in wallet
it's already connected it's already in the platform you and you can mint with
through these frames these essentially mini apps embedded into tweets you can
quite literally scroll the timeline oh that's nice mint scroll the time like oh
that's nice mint scroll the top oh that's nice mint and it's like a quite
literally a one-click mint boom it's in your wallet accessible right now and I'm
writing I haven't written a thread in a long time it's been like a year plus and
it's become like a running joke my name is not the right guy to be fair and I'm
writing this article right now on the platform called paragraph which you also
can read imagine imagine rather than posting your sub stack vtechpondos is
all too well you post your sub stack link it gets fucking like dig a nerfed
by Twitter absolutely dig a nerf dig a kill and you can't read it in Twitter
imagine you could post your sub stack and through a frame natively in a tweet
and any person scrolling the timeline can see oh this is be checked sub stack
article click read read number one click read page number two click click
click click click read the entire thing never leave Twitter and at the very end
there's a little mint button and like oh that's a good article I'm gonna make this
free boom mint done in your wallet done over with cut dry done a game changer
so I'm writing a paragraph article whoever you want to call it a title is
forecaster made NFTs fun again it's kind of a boy it's real I think it's real I
think it's real because what forecaster has done for me that I never really
considered is there's now like a motivation for me to collect and mint
things that I never in a million years would touch and I think the psychological
unlock is that we actually want like all the tokens we want to collect I'm
inherently I want all the tokens I want to collect everything especially if it's
free especially if it's free and I can just put it in my wallet for free but
the the problem the friction is how difficult it is to claim said mint said
NFTs and there hasn't been a fix for that at all and it isn't because like a
lack of the tech it's because a lack of limitations from the social networks
because you can't do it on Twitter and that to me is is quite literally the
game changer as I like fucking wake up in the morning click DM and my first my
daily scroll of the timeline is like involves like minting like seven NFTs
it's kind of a fucking game changer and so what what comes to this is it hasn't
really happened yet but it's starting to happen because your account is in
theory and wallet you can see all social graph on-chain interactions
it's directly connected to all the financial on-chain transactions right
right now all we have is like never Twitter you hopefully scraped and like
scraped some social data from Twitter's Twitter users but you can't get any of
the financial side at all like I have no idea what would be checks like wallet is
and have no possible way really to correlate it to his Twitter activity I
can like guess that the the open C link in his bio is like the wallet but do you
really know know he chooses to show you whatever on forecast your account is an
Ethereum wallet you can track both on chain you can track social data and you
can correlate it with financial data on chain and so what this does and this is
where I'm this is why I'm so excited about it and why I think it's worth
talking about in our space not gonna be this entire space but what it does is it
opens the floodgates for like the craziest craziest opportunity for social
and like financial games like what portal coin like tried to do you can do
on fucking steroids on a forecaster because not only can you track social
and in financial data on chain but you can also like require likes retweets
certain engagements in order to receive certain rewards and I am like I don't
know I could be wrong but it's like so painfully blatantly obvious that there
is about to be like the craziest token season on forecaster that like we
fucking see I kind of think it's it's not a level that that is just is just
different because you have the entire history of people's transactions like
indefinitely on the platform and it's on chain and it can easily be indexed and
sourced and sorted and the potential for airdrop is just like it's dumb it's
quite literally insane so what I would say is like bro if you like I know it's
like kind of cringe you know people are like tired of moving on first of all the
name is a little cringe I recognize that fair second it's like it's fucking
frustrating to move from platform to platform it is like if you I mean bro I
have my whole audience is on Twitter I've moved like 3,000 people over and
it's fucking annoying okay it's annoying I wish I had 140,000 I don't
okay it's fucking annoying and just like it was annoying to do on thread just
like it was annoying to do on friend tech just like it was annoying to to do
for a day I'm blue sky just like it was annoying on every other fucking platform
and I I don't really say this lightly even though I get excited about things
that this one is different and I it's not gonna be one of those things like
right now it's hype it's hot it has all the attention just like every social
network does in the first couple weeks to be fair it's years old but the mania
cycle is like a week old best frames frames are like two weeks old which I
think are the actual unlock and to be fair like how this probably plays out
is it can't just be like a DAU like daily active users up only forever right
like it has to chill out it has to slow down the reality situation is more
most if not all people have a larger audience larger following on on farcast
on Twitter than far caster if you're a creator you go where the fucking numbers
are just like what you do so if there's going to be growing pains I don't think
it goes up only but what I think happens here most likely is there's going to be
like a massive because here's the thing here's the thing the NFT free NFT
minting collecting it's a massive unlock I think it's huge but you're not
just gonna drop you're not gonna get another like a million people over a
million wallets over just to collect free NFTs what I think is gonna happen
and there's one pearl that got the Alex that we had on up a long ago pearl was
like the hottest thing in forecast right now what I think is gonna happen is
they're going there's going to be like a massive token airdrop from some social
games I'm like a really fun social game that has has perms and things that you
can't do on Twitter there's gonna be a massive airdrop and it's probably gonna
be pearl if they do it fast enough I mean if they did it right now I don't
know if they will how fast they'll do it but whoever does do it it's gonna make a
lot of people a lot of fucking money but it's also I don't think people realize
it's like I'm not a dev but how easy it sort of is to like create a social game
right now on on far caster and get people to engage and I think there's
going there's going there is going to be a like really financially lucrative
airdrop and it's gonna fucking open the floodgates and take this whole thing off
and I think it's going to get crazy because again the combination of the
social graph on chain plus your wallet in financial history on chain as well
the two things combined there's like the data and the flexibility you can get
with that data is fucking mad so that's my skill that's what I'm saying is like
if you're not on the platform you really should be because it's just like why not
like it's it's like fundamentally is not threads it's fundamentally it isn't
friend tech and if you're like interested in NFTs in this space you
should be observing what like bro people are minting free NFTs that never
happens people are minting music NFTs that never happens people are minting
content NFTs that never happens people are missing memes it never happens it
does not happen but there is no free mint no free poab forever that get 5,000
mints unless it's the fucking beanie fucker beanie for oak poab like it does
not happen like make no mistake about it it does not happen and it's happening
right now and I think to like like yes we love talking about the market yes we
love talking about all these particular things but this this to me is sort of
like like frames in themselves even if you took crypto away completely take
take away the mint function take away the airdrop function of frames and just
just solely look at the ability and the accessibility to quite literally code
an app into a tweet it's crazy like it's it is in my opinion and this is the
last thing I'll say and I'm gonna move on and my opinion frames are like this
thing is for as long as I've been in crypto this might be a bullet take for
as long as I've been in crypto like really late December 2020 but like
really August 2021 frames is the most significant feature or like new
application that I've ever seen in crypto like genuinely it's nothing is
the most significant thing that's happened since since I've been in
crypto I don't think it like fully makes sense yet but it's the writing is on the
wall for what this could be I really hope it plays out how I think it will
because I'll say this my dopamine fucking receptors think it's gonna
continue to play out because the idea of like one click it's addicting it's
addicting it's addicting even when you know the NFT it doesn't have any value
but some of them will but some of them will and that's that's where it gets
hyper addicting so I don't know how it's gonna play out I'm pretty confident
whether farcaster makes it or fails we get a token season we have to there have
to add I mean D gen is already like a hundred hundred mil two hundred mil at
the top so I don't know how it plays out but I just like feel very strongly if
you are on the social like to me the coolest part of crypto is the social
layer like by far it's the social layers is what makes this shit so engaging so
interesting so my crypto Twitter is like the best reality TV show in the world
like it sort of is the best part of this and forecaster enables a social layer
like like like social layer 2.0 a layer above what we normally have on crypto
Twitter that can't be accessed anywhere else so if it's all if it's at all
interesting to you I think you are like severely holding yourself back not being
on the platform that's kind of my take I'm not getting fucking paid to chill it
I would love to I mean I'm interviewing Dan in a couple weeks so so we'll see I
think they're uh there the team is 12 people all engineers but little birdie
told me they're looking for a director of vibes so I'm gonna see what what I
can fit in what we fit in over there I do want to talk NFT stuff I'd be really
quick I've been I just realized a mile up to 30 minutes be check good to see
you back in that for I want to ask you this I want to get into some topics I
want to top it up with you that was I mean you're probably so fucking sick of
listening to be talked about forecast what did you think of that show though I
was just gonna say I'm pretty sure 17 minutes ago you said just give me three
minutes to talk about Farcaster it was good man that's a good good show I think
you hit on a lot of a good things that only the two things that got me super
interested and actually as a consequence of the conversations you've been having
someone who was in the audience reached out to me and prof verda nounish prof on
Twitter she's like super smart very sophisticated and been on Farcaster for
a long time she could tell I was like struggling conceptually with it and I
had a chat with her and just made me more bullish as well I agree with the
the principle that it's important it's definitely not friend tech it is a new
social layer where we can do some more interesting things the frames thing is
very cool they're shipping very fast the only thing that you didn't mention which
I think is relevant to people is that right now there's probably like a
disproportionate which way around is it yeah like a disproportionate number of
people who are like very very smart like the hyper intelligent builder
community over there and it's probably worth and this is like the two things
that interest me one that the fact that there's like hyper smart intelligent
people having like really interesting conversations shipping stuff quickly and
being a part of that conversation seems valuable to me because I don't really
know those people that well yet and I'd probably never get close to them on
Twitter because of all the noise here and to be honest I think some of them
have checked out of here so that would be a good way to like get to know people
and get in the mix a little bit that was one thing I'm thinking and then the
second thing you kind of mentioned it the proof of personhood I think a lot of
a lot of the validity of Twitter followers and engagement has kind of
disappeared now it's like I think there's a lot of lost trust in the system I know
they're trying to bring it back with like verified users and I think in the
future on Twitter there will be a big distinction between like okay you have
50k followers but how many of those are verified and how many are not I think
that will become a thing but this this way that you can keep getting people to
mint for free things that will be like a real proof of personhood which is very
interesting as a data point for creators when you want to take that
information and give it to sponsors or or anyone really it's and just to really
feel the proper demand rather than having your shit butted and like not
having a proper accurate perception of your own demand so those two things one
thing new thing one thing that you already said but that was helpful to me
yeah all right all right because you I gotta say one more thing that I'm
actually done actually actually actually done after this one is all right
you made the comment and all right two things one there is you're there's
extremely disproportionately like smart group of people on forecast this this is
I just I just passed it this actually I said all my right curve friends are on
forecaster all my left curve friends are asking me about forecaster all my mid
curve friends are not interested and it it's it's facts I mean just see where
you fit on that spectrum but it's kind of true here's what I'll say is I feel
like I the Thrive Guy Twitter account was created in August 2021 and it was
the I mean that was quite literally the like craziest month ever relative to
wherever you are in the timeline for NFTs it objectively I mean it was not
so if you look at like a Dune volume chart it was August 2021 was fucking
just just binocular and when I look back I scored of it maybe it's just some
nostalgia in there but when I look back on August 2021 in that entire year
really the whole year of 2022 I kind of look at that as like the glory days of
CT and to be fair I haven't been here long enough I think to like make that
call cuz I wasn't here the first 2017 18 19 20 but I like looked back on what
that was it was such a different time like it was such a such a such a such a
different time a lot of these like guys I think I like look up to where it was
the Kobe's of the world like like all these people were still there they were
daily tuning they were actively tweeting felt like they were more like
participants in in the commentary and somewhere along that timeline like I
think I really like the bear market bro CT just became washed it did CT became
washed the Twitter Twitter platform turned into a fucking mess everyone
follower overflowed with bots like it got big a toxic as any financial space
would community would get when we're down only and and there's you know the
biggest financial crime scam of history happens to us directly like yeah you get
a little cynical maybe but it somewhere along that that timeline crypto Twitter
just became like a shell of its former self like right now it's in a weird it's
in a weird place it's like the other ETFs are approved and like we kind of
are in consensus that the bull market is back but like where where is it I know
bitcoins 48k right now but like the social layer of CT to me it's sort of
the giveaway of where we're at it doesn't really feel like we're back I
think it would be hard to to agree that it does and you sort of like look at CT
right now and it's like fuck man it's a little bit of a ghost town like a lot of
the a lot of the like key people that I am here to like connect with and get
their insights and in chat they're just like not they're like fuck this and then
you go over to a forecaster and not to say like one's better than the other
whatever but what I am saying is there's to be text point a very
disproportionately like concentrated smart like it can't like I listen to
Dan some old podcasts I think it really stems from like the earliest users of
a broadcast and they're all debts like it's all the deaths it's like it
naturally attracts the developer community and then like one one
extension above it you get all these like really smart thought like the
platform doesn't love engagement farming and shit posts I'll say that and you
also say the platform needs some fucking engagement farming and shit posts to
turn this thing up we need to be a little more silly on that plot it's very
right curve like it is very very right curve like it make no mistake about it
but what you get out of that is the quality of your followers is pretty
alarming on on that platform and it also feels like very much like to be fair I
wasn't really early Twitter like I can't I can't like really say I was early
Twitter but I was early NFT Twitter because I couldn't exist that's good
like really board apes like created NFT Twitter and I was fucking buying top
shots I got I was paying attention and you very much like no like I knew what
was happening I didn't really know but I knew what was happening when it was
happening and I was like oh this is like there the energy the aura around
this NFT Twitter like crypto this shit is special like you you just can like
feel it you know you know wall your experience what's the the Andy Bernard
quote is like I wish there's a way to know you're in the good old days when
you're still in them like I knew I was in the good old days of fucking CT like
you just know you can feel it you feel it near you feel the aura and it kind of
can't last forever even though I would say like it's probably in a better place
now than it was then cuz we're so early but it kind of you just like no and
anyone that was super deep at that time was like a massive beneficiary of what
happened in the market I was I mean I think I'm the biggest example of being
like a beneficiary of an up-only sort of market and community it allowed me to
grow like at a rapid pace fast and also grow like here's that here's the real
self is like grow and be a beginner at the same time as a lot of other people
that are beginners and like really bright so what you get is like after a
couple years two years three years whatever it is all the people that we
came up with are also like doing big things and it's kind of like damn you
were part of that like early crew like everyone wants to be part of that like
early crew that becomes the like cool kids table whatever well look at like
Forecaster it's very much the same like you can feel that something different is
happening here like I haven't I haven't gotten this like feeling of this like
basically what crypto to NFC Twitter was in 2021 what I felt like full-blown
masked conviction in in what what we're doing here like I hadn't really felt
that in crypto since then and it's sort of like a feeling you forget what it
feels like until you feel it again and you're like holy shit but it very much
feels like it's happening on Forecaster where it's like there's this super smart
technical convicted core group of people on the platform that are all
everybody's that's on it knows like everyone that's there is fully convinced
this is the thing and there's these quite literally in my opinion I don't
know how you would use the frame for the first time it's an NFT and one click and
not just like be convinced I think that's all it tastes is one min but
there's the this community that's super early and fully convinced that's using
features and like moving forward with features that the rest of the world
doesn't even know about I'm crazy pretty doesn't even know what frames are like
it it's kind it doesn't get discussed like I'm looking before we do spaces I
go and look at every all the hosts what they're talking about what what the
topics are what's that what I should talk about which already been discussed
and no one fucking knows what a frame is and it quite literally is like the
biggest thing in my opinion that's ever happened that's happening crypto in the
past like two and a half years like seriously and again I haven't been here
for ten so I can't tell you you know how how revolutionary you know all these
these things were along the way but I do know that this one is and when you look
on forecaster just like everyone try to sell his vision for threads like oh you
could be like one of the first thousand creators on tiktok yada yada the theory
is great but doesn't fucking work the platform fails however if the platform
doesn't fail and you are early because you are still and you sort of go deep I
mean you got to go deep you know you know how it goes you got to go deep and
you all the sudden sort of create your own success you put yourself in in a
league you probably get access to people you wouldn't be able to get access to
six months from now so one of the things I noticed is I go over there and I'm I'm
just fucking when I honestly when I go over there it's like oh Jesus fucking
hell that the Twitter influencers are here that's what that's what it's like
first of all they do is I gotta like step on walk around glass a little bit
there what I what I found actually two insights two insights and I promise we're
not gonna spread the whole space talk about forecasts if it's looking like
we're going that direction two insights is the first and there are people on
forecaster that have massive followings that nobody gives a fuck about on Twitter
and here's why two things one there's there's like an inherent skill tweeting
is a skill to be able to like run up a following on there's there is it is a
skill-based game and it is still the learning curve is very high the skill
gap is very high the difference for what you get rewarded on for Twitter and
forecast or a different though because Twitter rewards engagement how can you
get enough how can you get people to talk about something you said how can you
say the most how Twitter rewards beanie how can you come and say the most
controversial possible statement and pissed off the most board apes that's
the game on Twitter and I'm pretty good at saying controversial shit right it's
the game on forecaster it's very much more like yo who can code the like
dopest frame experience because here's the thing there's all these devs on CT
that are super fucking smart that are geniuses they're not good at tweeting
but they're really good at building mobile applications the problem is nobody
fucking cares about the mobile applications because yes the
distributions on Twitter but nobody wants to click an exterior link and
connect their wallet it's the biggest friction in the industry the biggest
friction in the industry for caster you don't have to do that you can just like
code a frame and and it's live and the distribution is already there and you
have the users and so the thing about forecaster is all the people that are
rapidly growing are not the fucking threators that have no idea what they're
talking not the fucking spacious host I don't know what they're talking about
it's not the fucking influencers it's like developers and the people that are
ripping through forecaster are doing it because they're actually building shit
and yes that's bearish thread guy it's very bearish thread guy long term but
it's like bullish crypto ecosystem and that to me is wild so what's happening
as I'm on this platform is the people that I feel like I'm critical early
connecting with are not like other influencers and it's it's so refreshing
because it isn't just like other people because here's I mean here's just like
the reality situation I think I'm talented I know I'm talented I'm just
like better at engagement farming than some people this is like ultimately what
it comes down to because I've like been I'm able to I just like tweet more than
you and I figured out how to like make some more change I figured out how to
like tailor the hook so it like gets more engaged that's right I mean if you
really like did fucking SWAT analysis on how I got here and like really dive
deep into the shot I'm just better at tweeting than you but there's no there's
no like I didn't like build anything to get here I didn't like code some fucking
crazy flame like a hundred thousand you I didn't do any of that shit I just like
got pretty good at writing tweets as really what it fucking comes down to but
on this platform it's like the people I'm connecting with that I feel like it's
early are not like other people that are good at writing tweets because it's not
it's other people that are good at coding frames and they're doing
innovative mints and that are trying like I'm in your arena on the front lines
trying shit and I kind of think it's a game-changer because it's sort of one of
these again like if you were fucking around on crypto and NFT Twitter 2020
2021 similar feeling where you the opportunity you have to like connect
with and to be fair this is bchex rabbit hole you set me down this the
opportunity you had in 2020 2021 to like really connect with people that then
also blew up I think is still there so like bro if you're if you're like if
you're an influencer and you're like fuck this shit I don't want a new platform
and fuck it but if you are a developer and you build cool shit and you can't
get anyone to use your cool shit it's like so painfully obviously the way to
go also if you're a developer like please call me because we I have ideas I
can't build anything I'll write a thread about it and I'll host a space about it
can I promise it cannot cope it just kind of why I'm out with it I just
alright the last thing I'll say and we'll move on is I just I just look at
this and I I don't know maybe I'm like the boy who cried wolf now cuz I get
excited about to be fair the last thing I got excited about was puppets and
those fuckers are up great it was it was threads that it was friend tech then it
was puppets I haven't really been excited about anything else I'm one for
the third the three was a big hit friend tech to be fair was a hit but it missed
at the end and threads was threads but nobody lost money on threads and maybe
I'm like the fucking boy who cried wolf but I'm really looking at this and I am
so convinced I was on a call with fucking BB in the audience like three
hours yesterday I am so convinced that this fundamentally just changed
everything and nobody really knows about it because there hasn't yet been
a like nine-figure airdrop but there will be more nine-figure airdrops on
forecast for that Solana and probably each combined I believe that okay I
genuinely believe that so I just feel like it's like it isn't getting talked
about we're not gonna spend in this space every space talking about I
promise until there's like a real token speculation like we'll talk about the
speculative shit but it's it's it's very much the case that if like we
always talk about this bringing crypto mainstream we're gonna go mainstream
we're gonna go mainstream forecaster in my opinion has the best a bit like what
Instagram tried to do what Instagram tried to do forecast was just did and
you sign up your fucking account is a is an ethereum wallet but you don't it
doesn't give you a C phrase and let until you request it all the things that
that are the friction every part of the way it automatically loads your account
with warps you can meet with works before you ever spent a dollar like all
these these these things that have blocked crypto are are no longer and I
think if you can one click sign up to a social platform seed phrase already
embedded into your account you never see the seed phrase unless you want to
automatically loads with warps you never have to buy crypto unless you want to
and you can mint an NFT without ever leaving the platform without ever
connecting your wallet without ever spending a dollar on anything just
paying with warps is that my friend you can onboard fucking grandma to you can
onboard grandma to that shit and grandma can get an NFT and have zero clue what
fucking Bitcoin is what fucking like coin is and I promise you grandma has no
fucking clue what an ERC bro my grandma isn't your exit liquidity man yeah yes
the fuck she is that's so that's that's my final I'm done I'm done and that I
think it's my final take is you have to understand how how monumental this is
like grandma can buy an NFT without ever connecting her wallet without ever
writing down or knowing what a seed phrase is but ever having a single
fucking clue what Bitcoin aetherium litecoin ERC for of you know something
like a new standard every day grandma doesn't give a fuck but your nerdy ass
ERC standard grandma does care about collecting because Grandpa loves
physical assets and she just doesn't know she loves digital ones yet because
she didn't know it was this easy to collect them that's my chill god damn it
Dan Romero if you don't fucking hire me beach that we're switching topics here
after your your comment my last one I mean I mean what do you think is this is
this a solution to onboard grandma don't ask me a question because then we're
just gonna keep going sweet I'll ask me a different question okay that's my
film give like two that's my camera done we're moving on give one take go ahead
all right it's not showing far caster it's talking about what far caster is
why are you so excited it's it's take a step back like you love far caster
because it's a tangible user interface inside of what I believe to be the new
meta of this bulldog which is remove interactions from web to put all
interactions on web 3 and create a seamless user experience on web 3
without being required to be hosted on what and so what you're seeing right now
is the abstraction layer of I'm on a web 2 website I go to a web 2 thing I click
a button I get a web 3 transaction to my little Chrome extension and you're now
embedding that interaction inside the user experience to abstract that use
that that issue that friction and this is the new meta of this bulldog we will
see multiple applications continually getting the user closer to the value
without the friction of needing to know seed phrase we have direct being created
by Hedera and Algorand and Cardano I think is joining we have these abilities
to have an easier user experience and this is the chance for exploration in
engineers to build the next internet that fully browses on-chain web 3 data
like fade ordinals all day it created the meta that on-chain data matters and
you can now host HTML5 applications on chain and browse to it on chain without
any web to host and so if we pull that thread and we create amazing user
experience where we're not dependent on web to architecture and data mining
sovereignty of your privacy and of your data interactions that feel good fast
and clean logging on to web 3 with your browser and interacting with
micropayments to have access to that data and adding more data on chain is
the future and this far caster is is the first instance I'm in a working group we
just had a meeting today this morning and we're creating the web the web 3
browser that only browses on-chain data using hashinals and Hedera as a proof of
concept then bridging to ordinals bridging these descriptions so if
you're at 8th Denver and you care about building the new internet please reach
out that's that's our goal and the entire point is it must be a great user
experience microtransactions must cost very little and on Hedera we can do that
for one one hundredth of a penny tying into the native mother chain data that
is on Bitcoin and so you can have beautiful interactions that are all on
chain that obstruct all like abstract all of this friction that you're talking
about thread why you're so pumped why are you excited you're a user not a dev
you can do what you want right on chain without any of this bullshit and that is
the new meta so it's not far caster far casters an application executing the new
meta which is let's do everything on web 3 and let's leave these data mining
horrible methods of just stealing all of your information to sell you shit you
don't need and let's have sovereignty of privacy and data that's the future yeah
I get the bar look we I would love to spend the whole thing I'm gonna lose my
fucking co-host if I do it so I'm not gonna do it I'm not gonna do it I'm not
gonna do it I'm not gonna do it I'm not gonna do it I'm not gonna do it that's
my final take on our forecast I thought it was a bar patches we gotta move on we
gotta talk about some other shit I promise you there'll be more
conversations and if you all this shit fires me up baby it's made an empty
spawn again we got not fun shit to talk about and specifically my bags and
specifically what what happened I put CT away for two days and you got just did
a $2 min on a on the late on a layer one which is not great the Dow is an
absolute shambles and Franklin just sold his ape what the fuck what the fuck is
happening is an epic teaming up for 1.5 billion to build what looks like to be a
meta verse I mean I don't know like every good for other side so maybe that's why
Franklin told yeah well we got the roadblocks of my friends I didn't hear
this was someone talking yeah probably you can drop down I'll bring you back
up asshole you just drop down I mean first of all I want to talk you go a
little bit and we got you got a bunch of topics maybe go rapid-fire I want to
start on you go a little bit I mean beach tech I know you saw the Franklin
eight I mean what what what do you think about the Franklin ape dude I'm not
gonna lie that there isn't too much to say about it
seeing that made me like genuinely sad though like I actually genuinely feel
like a piece of of my like CT lore was just like just like taken for me with
the sale of that ape it's kind and here's the other thing as well it's just
even broader than like just Franklin dropping a bit it kind of feels like
they're the you get PFPs are dropping like flies like rapidly dropping like
flies and kind of have been for the last year and before you know it you look up
and there's just like not that many PFPs like I see a bell for it the most
iconic a tenacious iconic ape and in the audience it's kind of I mean beach that
where where does this leave the like social layer of board a minus Franklin
well I think I think a few things first thing damn is he talking I can't hear me
you can't hear me either I hear him he's talking yeah drop down beat
check I mean honestly I see the MFR out here
rapping for for us mutants as well I do think it's kind of funny too you you
bordate mutant MF'ers have the don't have it on forecaster I know Belfort has
the old heaven on forecasters well I'm not supposed to say the word fuck my
bad beat back going back to you I think you're back let me know if you want me
to repeat the question but what's up king are we good are we good oh we're so
I think a few things the first thing is I know exactly what you mean with it
feeling like a little bit of a sad moment definitely part of like NFT
history absolutely outrageous trader like completely outrageous for the
people who are not familiar the guy used to flip and was became absolutely
iconic for his tweets for his bordate flips where he would flip like something
for 25.2 ETH and then sell it for 25.27 ETH for like 0.01 ETH profit after gas
fees it was always funny you'd always say like after gas fees just to make it
clear that the that the flip was definitely profitable so like really
really funny like crazy bullish on it it's one of the first people to like
almost denominate in an NFT and I've seen people do that with crypto
denominated his name yeah if Franklin has 60 board apes or whatever his name
was yeah yeah but as in like his his whole plan because I've watched an
interview with him on it one of his whole plan was just to get more apes like
it didn't the ETH didn't matter and this is actually the similar plan that punks
OTC does his like he the plan is to accumulate punks and in the same way
Franklin just used to want to accumulate apes and I think in the end kind of sad
demise to see that kind of chapter in NFT history get closed but in terms of
like where it leaves you go and board apes and you linked it to like a kind of
botched mint the other day on L1 I think it was yesterday I mean he hasn't been
around for a while so it feels like he's kind of taken a step back already so I
don't think it's like a huge immediate hit one thing one interesting thing I've
noticed obviously I report on the news every single day in the snapshot and
when I do that I like look at this like all the collections are always ordered
in seven day volume so typically the top collections are always at the top right
because the top collections have the most volume that's usually the way it
goes and I don't know why I haven't investigated it fully but for the first
time ever I have to scroll down to get to board apes because they're not in the
top like 10 or 12 of volume Wow like obviously the price is still good but
there's just a bunch of other things doing more volume at the moment and that
they always used to be towards the top so just for context like right now
number one is this nobody collection which is kind of tank that's why it's at
the top D gods is right up there mutant apes is three Azuki has been towards
the top all the time number four pudgy penguins which has just moved up to
19 East by the way and up another 9% today and on the seven day volume so
that's in fifth position but yeah after little pudgy's tension matrix Pandora
doodles utes Azuki elementals clone X then it's board apes so I haven't
investigated like why that volumes dropped obviously there's some farming
probably going on as well maybe that farm's gone away but yeah like it's it
does seem just like a bit of attention has moved away and a lot of attention is
obviously going towards pudgy's mad lads with all these airdrops happening
those seem to be the collections in the spotlight so it's definitely a time
where the spotlight has moved to some extent I saw somebody tweet not me was
like last week at some point you never like oh like bullets diamond hands
nobody told a board ape in the last 24 hours and I don't know I kind of looked
at that tweet and I was like man I don't know if this is necessarily like
a bullish diamond hand sign what what do you just make your overall thoughts you
do a lot of market analysis be checked you look at a lot of fucking collections
spend a lot of time doing it what is sort of your thoughts when the
collection starts trending towards less and less and less volume is it the
reason why I'd say it's hard for me to say is because I just don't know
perfectly how much of this the wash trading volume is getting like taken out
so it could very well be the case in this instance that the traders that are
just like bidding for points and then selling maybe those bids you know maybe
they're just not maybe the game is not working as well on board apes at the
moment therefore they've just reallocated somewhere else so I don't know for sure
the price seems to be holding up like fairly fine though so from that
perspective I don't know that it's a terrible thing it's just like an
interesting data point and I'd want to see like more data points to perform a
better conclusion I'd say all right here's my question I guess outside of
because you're right the volumes of volume the washrooms and wash trading
it's sort of hard to analyze that shit especially now with the blurring points
all this my question for you though is what the hell happened with the myth like
what just like what went wrong but even more than like practically what went
wrong like how or why like how how I don't know how do you how do you fumble
that one like that what in your opinion be check what the fuck happened yeah I
mean I think it's really really not good and the general concept so for the
people who don't know and to be honest I didn't actually look into the details
because it seemed like a really straightforward thing I only read the
reactions to it which kind of revealed what happened my understanding was they
did a cheap mint on L1 and it just obviously shouldn't have been there so
it was like a terrible place to do the men it was very expensive to do on L1
and it should have been elsewhere they seemed like everyone was up in arms they
then tried to create some solution to the problem which people also didn't
like and then they had to go back on that I don't know how it happens and
that I think that's the point like so many people up in arms because they
don't understand how that type of oversight could be made when it appeared
fairly obvious to a lot of people and it wasn't obvious to the team so the
worrying answer I think to your question thread is I don't know and I don't think
anyone knows so yeah big question mark there so I'll say a couple things and on
it to be fair like I didn't I didn't I didn't even know the mint was happening
when it happened I don't even know what we minted so I I guess I've been in this
rap I've been in like a fucking forecast or kale for the last like a week so like
forgive me for a second here but I just like saw this and was like I I don't know
I couldn't even really just like understand or like fathom how because
it's like all right you think back it's sort of look I'm still a huge I love you
and I owe you a lot I'm a big you go fan but it's also like you can't be
critical about our fucking bags what's the point right you can't be critical
about your bags and then you shouldn't even when you say positive stuff it
holds no weight and like just like objectively other deeds other side was
like the worst mint in energy history like I don't think I would I would think
it's hard to find competition to that as it like from like a non-drainer like
it from a wall from a myth that literally wasn't a scam it's like
probably the worst mint in history it just was and it didn't like kill Yuga
like honestly you go was was fine and anyone who meant it was in profit like
you you you meant it you were happy not now but you were and I think that's
that's like a good thing to call out but like you get gaming's like first
introduction to the scene was quite literally as bad as it could like I
don't know how you could have made it worse just to be honest and it sort of
seems like since that moment that moment in time right there I don't know what it
was but something in the air the moon was in like a waning croissant or what
it was but that moment right there I think is where there was just the tide
shifted it did there was an energy shift something happened in the air and we
were like it was the top it was the top and we were on the way down and the way
down got a little bumpy and I feel like there's been this just like lingering
concern for a while really since Gordon stepped away and again I'll say this
every time we talk about Gordon gone or bless the motherfucker's heart like
bless his soul health health is wealth and it is way more important than
anything we're we're worrying about like get healthy where this is second it
should always be second but since Gordon stepped away there's been this
like lingering commentary that you guys it's just like they're out of touch
there was this lingering commentary that you guys out of touch and I felt it
really hard that's why I ran for the doubt that's why I fucking ran for the
doubt and this really that's why I wanted to be on the you get team is
because I'm like you you guys out of touch and you need like you need
someone like me to get you back in touch and they never really like did
anything to practically improve that vertical like at all since then like I
mean since since the other side like no it hasn't improved it it's sort of like
communication is like gotten worse and worse I think complexity has got like
I've seen a lot of like apes tweet like I don't know what the fuck like what the
fuck is going on in me because they don't even know what what we're minting
anymore how it like what's happening it sort of feels as like segmented and
fragmented as it ever has and there's just this like overarching feeling that
I've never I like never felt in you go until last year and then it's getting
stronger through now where they're just like out of touch like there's just a
lack of like like it feels like the only one who's like really in the scene is
illo who's everywhere you kind of can't run away from that guy I'm surprised I
haven't seen him in the audience he's probably I haven't seen him in the
audience yet he's everywhere outside of that it's kind of like you out of sight
out of mind is real and it just feels like I don't know dude it just feels
like you guys not quite like something is like not clicking there's like not
getting it something is like not passing through I don't know what it is or why
why it is but it's just like man it it almost feels like tone-deaf to do this
man like there was a time there was a time it was not that long ago it was not
that long ago I can still close my eyes and and we're there when you go would
like fuck a mint you go with tweets they would make a tweet and like it would be
like breaking news on spaces like you go laughs it's tweeted it was seriously
like that they could move markets on one tweet and let alone a mint like whenever
that you bro I remember when the other deeds minted I was visiting I was in
fucking Richmond visiting my old college friends and I'm like on FaceTime
with my dad trying to like guide him through metamask and how to fucking use
fast gas to mint other deeds because it was the most guaranteed free money free
flip ever that granted that experience was not great as you could probably
imagine that did not go over too well however it was more so the case that if
you could did a mint the space fucking stopped it did everybody that's all
anybody cared about was like what is you could doing and to go from that to
like where we are right now it's just like not look I don't know it's not I
still have my other deed I have my heavy metal like my mutant I don't plan to sell
any of them but it's sort of like man cuz it's like they did any one thing
wrong it isn't like they like did like one thing wrong and you can just like
fix it it's like a cultivation of like a lot of things that have like trickled
down and I think they all fundamentally fall under the umbrella of like yo
they're out of touch and they need somebody to get them back in touch and
it isn't it doesn't feel like it's happening and to do like they just aren't
in a spot where you can do a mint that nobody cares about like you just can't
they're just like not in a position to be able to afford that right now in my
opinion that you can't you can't do a mint that one people like how is it that
both of us don't even know what the mint was like you host a space every
single day write the newsletter every single week I I mean I'm deep you go
community be fair again I was in a k-hole but like sort of irrelevant like
I think it was hyped enough we would have talked about it every day right and
it's sort of like man from a you get perspective like it's tough to me to like
one do a mint that people just like don't know about don't care about that
has to be tough to to shelf a little bit but then to couple that with like
something not a touch move to mint like an NFT on the layer one that's more
expensive and gas than just a mint it's just like ah you you sort of like set
yourself up to take the punches you know you kind of like willingly let
yourself in that position that of course they're gonna come as hard as ever
because what would the space and non-yuga holders want more than you get a flop
like of course everybody's on the sideline with the pitchforks ready to
come out and bring the head down so I don't know I just think it's like at a
time where you really cannot afford else or non-impactful moves they're taking a
lot of L's and making a lot of non-impactful moves and what do you
think be checked yeah I mean I think I think I was gonna say I think that to be
fair to them not all mints are gonna be what they once were right and I think
one of the challenges they face is because they were the gold standard for
such a period of time and because everything was basically insane in 2021
like we're gonna look back and compare to those moments and realistically we
can't like the things that they're but they're bringing out like this was meant
to be a cheap mint I don't think it would it would ever be able to generate
the hype because of just the nature of what it is so this is to do with the
legends of the Mara game it's a cheap mint as part of that game and it's just
not supposed to be the other side mint it's not supposed to be the mutant drop
so like tips so that's like my one thing to be fair to them where it's like I
don't know if they can design things like that the additional point I'd
probably say is that I do think they can reach that levels of hype and
excitement again I think it's personally gonna come via Dookie Dash again which I
think did completely take over the timeline whenever it did it the first
time round and I think it will do the same again with the right incentives but
I think the reason why this one hasn't maybe caught the attention is because
like people are a little bit confused about the number of games like how these
assets all interact and connect with each other so I think there's a little
bit of confusion there whereas Dookie Dash doesn't have that confusion is
literally just you're in that little thing you're zooming around trying to
dodge things and getting those picking up those points and whatever so and it's
so visual because there were so many videos shared on the timeline there's
just no confusion of what that game is and so people can get excited about it
quickly and the hype can build so maybe they need a bit more of a social
component to to make though these these other games in their ecosystem like
more understandable for people yeah I think I appreciate the clear up as well
and shout out to Belfort for sending me something as well definitely wasn't to be
fair to them as well it wasn't meant like mutants or other deeds it's very
much like a claim for NFP that wasn't expected to have a lot of value so maybe
I'm a little sensationalized on that that's fun but still as the claim
layers whatever whatever it's what it is I guess here's my question for you
B-chat with all these hands and we'll keep moving keep grooving what is it
gonna take or actually better question is it possible for you got to reclaim
because I sort of feel they've lost it for you got a real reclaim supreme
status over the NFT space I think so I think I think other side needs to be a
hit like I think other side needs to be really really good I think I think Dookie
Dash will be really fun I think it's cool to have these mini games intermittently
which will will take over the timeline because they have the money to
incentivize people to participate that's the key thing and I don't see that as a
bad thing some people are like oh well it's only like is it because the game
is it because of the money it doesn't matter everything's about them or not
everything's about the money but not eight seven eight nine things out of ten
now about the money part of the reason why mr. Beast is so big is because all of
the content has got huge financial incentives for the people participating
half the time so like that's what people want to see fun games high-stakes prizes
they'll be able to do that with Dookie Dash and beyond that the other side just
needs to be good maybe it needs to move a little bit faster maybe people need to
see a little bit more but I think the future of it will rest on that right
that's my opinion what do you think
have you played at the island I haven't yet no you really like it like I tried
if the island for the first time last week and bro I'm gonna be honest I don't
know how much money they've raised how they've done it what they've done I
loaded it in if the island the other week and I was I can't I can't help but
compare everything to you there the bar this is where they're the bar just like
LeBron is the barge Patrick Mahomes you compare everything to the best and I
was in nifty island fucking around last week and I was like man what the hell is
you guys doing I'm sorry that was my take seriously I'm in this fucking this
it's metaverse I'm going to the island after island after island nations was in
there I'm going to people's islands I'm in pudgy gaming I'm playing a one-on-one
duel with fucking Adam we're shooting at each other boom I go to the to the Yuga
Island there's looking at there's art walls of every single ape in the whole
collection boom I'm going to Orangey's Island it's it's parkour I feel like I'm
in Minecraft I'm flying around I open the the marketplace there's a skin
marketplace where anybody can submit their own mark their own skin and you
can you get a royalty on it you can pay like a couple bucks in fucking polygon
no gas buy buy skins I'm buying skin I got like 30 skins I'm buying skins I'm
in voice chat loaded in join people's worlds like it's it's the fucking it's
the other side I mean I don't know it's how it's the other side and I'm in this
fucking game which I I'm gonna be honest I was reluctant to play and I was like
holy shit I mean this is like this is insane this is insane and like yeah this
is the first and the second trip we're like cool and whatever it is I was in
nifty island and I was like holy shit they are eating you guys lunch right now
straight up they're eating you guys lunch right now and there's an airdrop
because here's the thing there's a coin exists and it isn't doing so hot island
token does not exist therefore magic internet money people are more
incentivized to farm that I was in nifty island and I was like they are eating
their fucking lunch dude straight up I was shocked I was blown away if you
haven't tried it you should it's free it's completely free it I'm so sick of
hearing people tell me that web 3 gaming is the next fucking meta I'm like it's
the most like NPC thing you could say now but I'd hopped in a nifty island it
was really I was like damn this shit is real it's it's it's pretty real crypto
wallet like you run around collect some gems automatically go to your wallet pop
open your your homies island it's pretty wild nifty island is is wild I would
try it I would imagine that tokens worth a lot of fucking money cuz the game is
good but I was in there like bro you guys got 400 m's why do we not have it
have this the island at least cuz just imagine that's one of the reasons like
like bringing back Dookie Dash was a good idea because it's like man we
people are bored dude people are bored I promise you if you just gave him nifty
island that would entertain people for a lot longer than it thinks and honestly
people made this comment about the the Apple Vision Pro and I related to the
other side because it gets real and he basically was extremely frustrated with
the pro he said it sucked and one of the things he said was the way to approach
this is not to build the like biggest clunkiest massive headset with as many
features as you can and then scale it down right to smaller thinner lighter
more accessible so the way to approach it is from nothing to something right
from super small zero features and then you add you add you add you add you add
you iterate not to compare it to forecaster but that's very much how
they've approached it as well I look at you good the other side and it's very
much this like nothing nothing nothing until we ship you this like grand
magical massive vision that's gonna change everything when in reality the
original vision that was pitched is like building public start small iterate try
it out iterate try it out iterate was what people wanted and what people were
sold on and I don't feel like it's happening like I feel like people would
be much more satisfied in the other side ecosystem if it was like we started
from a bare-bones nifty island and day after day after day we iterated and
scaled and improved it iterated scaled improved it iterated scaled improved it
apes could be there the whole time yeah the fucking experience isn't changing
the world it's not competing with epic games or fortnight overnight but who the
fucking compete with epic and for tonight overnight yeah but nobody's asking
for that bad brother nobody's asking for that but they do ask for it when you do
nothing for three years and then you show the greatest greatest vision of all
time and you rely the whole you bank the whole experience on like what you think
people want building in the dark like nobody asked to fucking beat at
fortnight da using day one it's crazy that's crazy to even say that like it's
crazy nobody asked for that bad brother and what do you think I mean there's
pros and cons to that because if you can iterate fast enough then people lose
interest where I mean I think this happened to what do you call the less
halo game where it came out and like the game market was pretty bare in those
couple months and then don't iterate at all they just keep it behind closed
doors and just we don't fuck fuck iterating slow and getting bored what if
we just don't iterate at all well cuz the thing I mean the thing was you get
another side and this way I don't hold any you get assets because to me it's
too much for risk which is wild to say in NFTs but it's just like you know if
they don't come out and hit it out of the gate with their reputation among the
gaming community right now just with NFTs in general then people are gonna
climb on it and it's probably gonna die out and I think if you lose that
initial impression what do you call then no one's ever gonna come back to it at
least from like a web 2 standpoint if they release something and everybody's
like oh this is actually really great inside BS sure that's how they could
get people over but that's very tough to do from an unproven you know gaming
team for doing subjects on massive and I think the thing was and I'm not saying
these are related but it's just like when you see like Franklin selling his
ape and you see some of these other companies that have more experience in
this stuff like Epic and Disney coming in you see some of the faithful kind of
like it's losing their face and we don't know it's all personal situation but you
know you would think that would be the ape that he would hold on to like
forever type of thing you know they're just in a difficult spot I mean again
with you get to me and it's something I'm not willing to fully bet on which is
why I don't hold it is that they either got a hit out of the park with other
side or they're quote-unquote dead like you know that's the way I see it but
you have to be this way is my thing it doesn't have to be this way it doesn't
have to be it's like ship ship a world-changing product or it's over like
but if they should nothing and think they could improve upon it in two months
and then they're like oh we're actually not experiencing up in this and it's
gonna take us six months and that's the cadence to get on initially then they're
dead in the water there too that's what I was kind of thing okay well either way
either way you're dead in the water like there's no it's like well I guess pull
the band-aid faster or just one hope is to release something that's wild that
captures a lot of people's attention and changes the mind of what yeah but how
how would you what what has a better chance of shipping something wild that
changes people's lives like quiet quiet quiet no feedback no feedback no
feedback two years later drop something or drop something out of really small
miniature scale and the entire way improve figure out what people figure out
what these just want improve figure out what they use improve figure out what
they improved figure out what they improved like that to me is what like
that's why people like brother first trip was lit what are you talking about
the first trip was fucking hype people were like fucking losing their shit for
the first trip I mean Luke what what do you think I'm gonna throw into beach back
I just honestly like I agree I just feel like they're they're just not doing that
much and I feel like you know owning an ape I mean I don't know like I think
you're right on like nifty island is dope and I think they're just you know
like I think most people rock a I think there's like separate reasons like you
can there's a reason to buy an NFT and then there's a reason to like rock it as
a PSP so I think like you know most of this conversation is like why should I
actually buy this NFT and why should you know why should I own a board ape and
then you know reap what what's coming with with other side and I think that is
just getting a little bit more murky and you know it's just not quite as clear
because you know there's just less touch points like I think you know you look at
pudgies they have you know they have pudgy gaming they have events they have
fucking spaces like every damn day they have people writing threads they have
you know people that are like all over everything and it's exciting it's
constant and the amount of feedback you can give like the the reason they're in
but like some people are in pudgies is because the level of access that they
get to that project and I just don't feel like that level of access is there
and I think you know I think they're definitely like getting feedback about
the game like I'm sure I'm sure there's you know levels there but I don't know I
just I it feels like it feels like they're building web like a web to like
a web to company when like I think you're right like they should be building
like a web 3 company like that's that's what it means to kind of be in touch
yeah I just I always it's just like interesting to get to get feedback from
everyone except the people that are actually like relying on to play the
game is I mean I've been there before we've been involved in an art process
similar you you get feedback from everyone except for the people you
actually need to like it okay it's yeah you know what I mean it's easy to do
it's so easy to do I've got it been there easy to do it it's very easy and
there is too much it is back like I think I think D God the youth ran but
yes like you gotta you have to find a way to filter it but like yeah like when
you ran for for Abe Council it's like you know Abe Council needs to be the
thing that is like taking all of the culture all of the web 3 shit that's
happening and relaying it back to the like web 2 like I don't know fucking
execs at at Yuga and being like now this is how this shit happens like you know
like this is different like you can't just you know you can't just I feel like
the the let's just wait you know for a long time and like I don't know like if
you're trying if you're looking at at buying an ape and you're not going to
use it as a PFP then it's like what I'm just gonna wait like a year and a half
for two years until like this shit happens yeah fair take and I think you're
right about the right use as well like it's easy to get in that that bucket
all right here's um I promise you next phase when I come on forecast I promise
even more we won't talk about it at all because we killed a lot of time on it
today I mean I you say we killed time I say we gloriously spent it but it's
neither here nor there one of the the other things I sort of like missed in my
little like week-long k-hole hibernation is I mean what every day UMF
has a new token standard these these ERC 404s are all over my fucking timeline
Pandora I had a bunch of friends I didn't trade it at all the Pandora's
some of my friends did made a lot of money some of them lost a lot of money
is what it is but it's pretty fascinating and it's all over my timeline
I just there's a bunch of tweets that are like this is this is bullshit this
is crap like for for your poison they're gonna be dead in a week like
yada yada yada I beat like I was going to your timeline today trying to just
like catch up a little bit and you've been tweeting about it a lot you've been
you've been tweeting about the Pandora's been to eat about the standard you've
been engaging into each about them I'm kind of curious like a high level like
what I mean what the hell happened this week with with with this standard so I
think like when stuff's slightly more technical my position is to try to find
smart people on it and like aggregate their opinions and try to form my own
but interestingly like it was kind of split for me so I was with the head of
tokenomics at animoca yesterday in London and he was like super excited
about it like he thought it was really really interesting like a fun thing to
do and an interesting concept but then in the morning on the morning show we
had legendary my co-host who was like you know what I'm just not I'm not that
fussed about it it's like not that innovative as much as we thought also
had K sensei who's in the audience routine listener to our show also kind
of just like not bearish on it just kind of ambivalent it's just like well it's
just routine fractional ization is not as innovative so to be honest I hadn't
quite come to like a perfect conclusion on it but the speculation on this first
one was just completely wild for the Pandora's thing I suspect like I don't
know why this would necessarily like from a value perspective I don't know
why it would hold this much value so I'd be like super concerned from that
perspective but yeah it was an interesting one do you think it's a
thing where it's like all right let's say it's not imagine off the the back
end of success of the Pandora's there's gonna be a lot more of these collections
using the standard to come out do you think that's the thing where it's like
alright if it does get adopted this becomes a meta we go on a couple weeks
couple months there maybe even a year and it's it's all we care about in NFTs
in crypto is the case be check that the first collection not not as nice guy but
the first collection that's sort of like kick this whole thing off is
particularly valuable like does it hold some kind of edge if the standard gets
adopted or it's kind of a case-by-case project-by-project basis I don't think
so like I don't know what's the equivalent is it like I mean what's the
equivalent I'm gonna make completely make up an example now but say say I
don't know Apple Apple's iterating like every single computer is the same
every single laptop's the same until one has a webcam in it it's like the
first m1 yeah okay you you've added a new element to something which has
already existed so obviously before there are ERC 20s there are ERC 721s and
like okay this is a different one why would the first one be like just so
unbelievably valuable when it's just like you know a tweak on how the previous
things have operated so that that's my like instinctive thing unless I'm
missing something completely crazy which I'm happy for someone to tell me that I
am but that's like the way I would think about it
are you a buyer right now these these these Pandora's what absolutely not
absolutely not for the reasons that I just said like I don't see why a new
standard and to be clear like there is some arguments about the extent to which
this is even a new standard and when people that's why when you see in that
tweet above from Saiga he's put like standard in inverted commas because it's
not it's not like an official standard that has been created and again I'm not
the technical person but that is my reading on it it's like it's not some
approved thing necessarily so yeah very speculative from my perspective at the
moment yeah I'm so fascinated with developers right now mainly because of
this frames I think I'm so like I think the sexiest thing that you could be in a
world is able to code I mean it's like cadets with the new athletes really like
straight out like I'm so serious I was saying for a while like spaces hosts of
the new athlete bro depth developers that be technique code I cut I cut code
but it's funny you talking about athletes we were talking in the morning
show today I think it might have been oxy who's on stage with us now as well
talking about almost trading as athletes like I don't know are we just go
completely losing the plot just everyone assuming that they at least at the same
time oh no maybe I'm gonna think about it the plot was lost like long long long
ago also it's like stuff doesn't like when you respond you like no TG I can't
code it's like such an ick I'm like oh like really like you can't I can't I can't
either but it is what it is it ain't what it ain't also look at these pin
tweets at the top next to there's a couple things that we did talk about the
ether rocket saw the bees I mean that is that you want about losing the plot
someone's there's an ether rocket saw the beast that is losing the plot yeah
there's no other way to frame that in my opinion and no I don't mean frames
like far caster I mean like literally frame it there's there's no way to
fucking do it what do you I mean what do you think about happy yeah I mean this
other thing I don't have like a strong opinion on it I saw some people get like
upset that it's in I'm very very calm about other people putting things in
places like if somebody's want to do it that's completely fine like there's no
need to get annoyed about it it is what it is it's also been selling like on the
free market it sells for loads and loads of money and that's what they're in the
business of selling other things of loads and loads of money so I'm
completely happy with a good team like do you think either is it even a good
game like yeah it's hilarious it's just a digital rock that loads of money like
like even if it's not a good meme like someone thinks is a good meme so I'm
completely comfortable with it the thing I wanted to ask TG or to bring up
in the last as we kind of draw to a close is the blast thing like that's one
of the things I've got my eye on like specifically because obviously a lot of
TVL is locked up in blast now like 1.5 build they just passed the other day
which if you had to think about it it's so insane like a huge amount of money
Lambo lands posted a thread that's talking about how it's launching in 16
days and I remember NFT starts shared a poll or maybe it might be an OSF like
what are you gonna do with your blast when it unlocks like are you gonna keep
it are you going like yeah basically we're gonna do it you're gonna like buy
NFTs with it now that you get it back are you gonna buy Bitcoin or something I
don't know but the only option that wasn't there was like not not take it
off sorry as in to keep it on because I was just so certain that the game will
continue and there's no hope of me getting my
ETH back because Pac-Man will devise some type of strategy for me to now need
to support the whole ecosystem right because this is the thing that's
happening and this is what's happening with dimension this is what's happening
with Celestia like you get into the ecosystem and then the whole point is
that there are other things building out on top of it and if you don't hold
that token and if you haven't staked that token you're not going to
participate in all of the people building on it that's why Celestia is
going crazy because if you stake that token and then other people building on
top want to give you tokens for holding Celestia that's the same speculation for
dimension and I'm just very very convinced blast is gonna go in the same
direction especially with this huge dev competition that they've got going on
where like all of these protocols are competing to try to get people's
attention for building out on blast so that's definitely on my agenda also I
don't know if that was some like telekinesis shit but I also was gonna
bring up the Lambo land tweet right before I said eat the rock so to shout
out to UV check I um I have a couple thoughts on it I obviously we know that
it isn't gonna just like unlock and then it's like all right there's nothing game
over there's nothing else like we know there's gonna be some new carrot to
dangle there has to be I also am aware in the background of like at least a
couple really there's like influential or smart people that are like doing
stuff on blast like immediately post unlock like there's things that are
coming to blast probably that would be very profitable and I definitely know
that for a fact so incentives will be there my one like counter thesis is that
there's a lot of fucking money locked up in blast it's been there for a while and
there's been a lot of opportunity cost while the money's been sort of locked in
there especially now there's there's things I need certain pomp things are
moving and part of me feels like there's been a psychological shift when blast
started to now where people are like a little bit burnt out on magic Internet
points and I think like are we there's there's totally burnt out on magic
internet points magic internet not magic internet money you can never get out
burnout of magic internet money but magic internet points I think so and I do
think so because I am I'll tell you what I am there's a couple I'm interested in
and there's very few I'm kind of over the like come use our protocol we're
introducing points like NFT now introduced points last week you know it's
kind of like it in my opinion and maybe I'm maybe I'm out of touch here in wrong
but I very much been like desensitized to points because everything everywhere
has points and most of them are worthless and I just go see my my friend
tech collection and there's like part of me that feels like unless the incentives
are really good which they probably will be I think there's like a fairly decent
percentage of people I don't have anything left to been blast I was I was
going to one point I didn't I waited a while I didn't then I was like whatever
there's like part of me that feels like there's a percentage of the community of
space whatever that is a little bit like points out or are already and pretty
balls deep and in quite a few farms and whether the incentives are good or not
for blast like I tend to feel like a lot or a solid percentage of the locked up
funds are gonna exit and go elsewhere and I'm kind of curious but I really was
was hoping this to be a catalyst for like eat at large my NFTs would pump my
weapon would pop my my things would pop I'm not as convinced it's gonna happen
but I do sort of it again maybe this is wrong feel that the space is a little
bit like getting frustrated of points with no with no token and and like yes
Jupiter gave us token yes dimension gave us token I guess there are tokens
happening but there's a lot more points and announcements of points and there
are announcements of tokens there's like a fundamental truth but I am very
curious if that plays out at all and a lot of the money exits just because I
finally got my liquidity back no way I'm locking it back up and what do you
think we know no no absolutely not like there's just the the key thing in this
space what I have come to realize now right now is capital is not the issue
like there is way more capital than you can even imagine so right now it's not
just blast with 1.5 billion ethify which is like ethify has just gone past a
billion which is like a protocol where you can stake on eigenlayer eigenlayer
itself that its TVL has just gone up to four point four five billion from two
point one five billion just two days ago because they opened the caps again like
this like all of this when money is getting deposited in this scale it's not
like you can move thousands of eth around and think okay I can allocate
this somewhere else and get a better return this isn't money that's like oh I
should have bought pudgy penguins instead for an extra 6th because with
that's with a thousand eth you'd wreck the pudgy penguins market and move the
floor up to god knows what price like it's not able to get allocated to other
things and the I don't think these are people who are trying to I mean yet yes
there are other opportunities but they don't need their capital back they need
a safe place for them to make good money relatively quickly but it's not
something that they need to take back and do something quickly with in my
opinion okay well you heard it here first b-tech I'm bringing my shit ready
to go to fight with your ass tomorrow we'll all you all about blast cuz I'm
ruggedus motherfucker I promise you won't take my forecasted for an hour
tomorrow we might talk about it for 30 minutes though thank you so much
b-tech for co-hosted Luke bad brother obviously everybody else who pulled up to
speak look same time tomorrow so I missed you yesterday but I got a lot of
fun stuff coming shit we're working on it's gonna get a little spicy out here
soon I promise look thank you for pulling up thank you for supporting I'll
catch you when I catch you I'll see you when I see you have a great rest your
day love you motherfuckers everybody gives b-tech some love for co-hosting
Pee-yay-yay