Music
Thank you.
I'm watching the game.
I didn't invite anybody else except you.
Okay, turn our shit down.
I forgot I'm on blast, bro.
I think Thierry Henry is going to talk to me through your phone.
No, no, I'm looking at the same amount of effort.
this
so that's a very bullish he's also out there staying in shape
I think I have a hoodie in my car, bruh.
I'm an Oregonian.
You know you always gotta have hoodies.
Always gotta have a hoodie.
Okay, let's just...
Can you hear me?
I'm watching the game.
Yeah, I can hear you.
Yeah, man.
Fucking, uh, it was a good little outing.
I just got home and just ate some food.
Some tacos, actually.
So it was great.
Tacos and a salad.
Good salad.
Nice.
Feeling great.
Yeah, bro.
Hit the spot.
I'll go probably down and have a smoke.
I was on a break for the game.
You know, Esco?
I think, uh, I think they must have heard you through my headphones or something, right?
could say uh turn down the volume significantly on the tv yeah i better know what time it is for me
demanding um who do you think is gonna win i am
no i mean like uh it's spain i hope that's right uh no spain and france
and France
I hope that Spain wins
ok
probably the best
match that you can have in the final is
France and Argentina
because last year Argentina won
and the year before that France won
so this would be
like ok
who is the top right
who is really the big spoon
but
it would be insane
if Spain wins and then goes and beats Argentina
because then it's kind of like,
Lamao, I don't even know how to pronounce his name.
He's like 17 or something.
He's like barely of age.
Like him beating Messi would just kind of like gas him up
to be one of like the top players in the world
and set his career forward.
They've been grooming that kid for a while too.
Like that kid, he took him on early when he was young.
A hundred percent.
So that's why I'm like, it would just set his career in an insane path, right?
Which is probably needed at this point in, you know, soccer, football, whatever you want to call it.
Young blood, yeah.
Totally.
Exactly.
It's been Messi.
It's been Cristiano.
It's been Neymar.
It's been Mbappe for like a long time.
Totally.
And Ronaldo is like retiring, you know what I mean?
Well, he ain't retiring just yet, but he's going to play in Saudi and just milk the oil out.
You know what? He's getting there, though. You know what I'm saying? You're right, though.
Oh, yeah, for sure. He's at 41.
Yeah. Good point.
Yep, yep, yep, yep.
100%, 100%, big connect.
Big connect.
Um.
Are you at a bar?
I am at a restaurant.
Nice.
I'm at a restaurant.
Over here, we got these things called breweries.
Oh, yeah.
Which is a restaurant that they also have a main brewery somewhere else.
So they serve their beer, and then they have a restaurant to go along with their beer serving.
Awesome.
Yeah, yeah, yeah.
So I just ordered a burger, and then I'm drinking their beer.
And I'm clanking dude clanking well that's awesome
Craft beer to go along with the beer
I'll be right back. Give me a step
No worries
All right, lady, I see if I showed you this bro
I'm over here scheming to get to the bag
Huh they turned it back up
Check out the DM I just sent you my boy, but don't say nothing public. We don't celebrate until we secure the bag
You never know what time it is.
That's pretty cool, though.
You know what I'm saying?
A little extra stuff.
There's two.
Can I forget all that?
So hopefully I can pull this one off.
That's better than I could have imagined.
It's better?
Yeah, I know.
tomorrow tomorrow I get to pitch though tomorrow I gotta do my little pitch
thing and then we'll see what time it is for real you know I'm real smooth with
the words so I gotta just have two two or two and a half beers or some and I'm
doing a fucking crush right through that no big deal
I'm trolling but I'm not I'm trolling but I'm not like you know you have like one or
two bits like the happy zone of just like silver thunder yeah totally sorry I'm just rolling something
oh you're rolling something oh yeah bro okay after that's important yeah after that's uh some of those
tacos fuck good thing I'm not feeling itis though that's good though fuck
When you eat too much, you want to take a nap, you know?
They love them.
Yeah.
And Claude is, I swear to God, Claude is single-handedly one of the things that has made me the most
excited in at least the past, like, 10 years of my life.
That's huge.
The God.
I thought you said
Claw, like Call of Duty
or like this
No, no, no, I'm talking AI
coding, software
development assisted by
AI. A powerful tool?
It is
incredible. Right? It is
unbelievable. It's like getting an electronic
drill, you know what I mean? Like, in a way
Bro, it's like
getting Flint
to be able to start a fire type
yeah totally um the world the world now predominantly is all digitized right it's all
digital infrastructure can you imagine all of a sudden like you you're able to give like the
little flint and you know the thing that you like scrape the the thing and you like spark
and it catches on fire totally yeah it's like it's the equivalent of that in 2026 at least in my
No, I think you're totally on point with that.
I think AI in the future will be a lot more powerful
and probably even more useful in a lot of ways, you know,
because there'll be like specialized uses for AI, right?
By then, for certain things, you know, or certain industries.
And yeah, like you can get AI to potentially build
or do things for you that maybe you couldn't do before in the past.
potentially yeah it is a fact yeah it's like yeah it's already been it is right
so it's no it's exciting but it's a little scary in a way too because you don't know what's gonna
happen what what it's gonna build to like like you know people can use like tools for good and bad
right so that's why i say that a little bit on the flip side right but uh oh no no no for sure
I mean, there's always trade-offs.
Absolutely.
But I do feel that it can do more good than bad.
You know what I mean?
If it's in the right hand.
Everything in life can always be used for nefarious shit.
For bad shit, yes.
That's a great way to put it.
Do you think that they'll add the KYC soon?
Potentially?
because it's gaining more popularity of use, if you will,
and paying for younger people?
I don't know.
This is going to be kind of a hot take.
What's up, Micro?
What up, Micro?
This is probably going to be a hot take,
but I think that KYC,
I mean, I'm already paying with my debit card, right?
But having to associate my debit card to my actual identity
should be a gated function into using AI.
Yeah.
Because then now with the A-G-S-C-R-I-T,
you know, we're in crypto shit,
and that's where decentralization is.
Yeah, it's a different thing.
But it's a different thing.
I think AI is insanely powerful
that it can be used for very, very nefarious things.
It can be impersonating people.
You can be socially engineering people,
all sorts of stuff.
And, okay, cool, decentralization or whatever is cool, but that doesn't apply to this level of, or at least this is just my opinion, right?
That it doesn't apply to this level of, like, accessibility to something that can have such significant impact in the digital world.
Impactful, yeah.
Or having such a huge effect if it's used in the wrong way, totally.
I think that's why they got their kind of, you know, even the White House kind of looked back at that.
Like, remember how they were kind of trying to limit it for a bit, right?
And they're like, hey, you guys got to dial it back a bit and put some guardrails on it.
That's good, guys.
But the thing is that it's like, obviously, KYC can also be fake.
That's the problem.
So it's a little bit more complicated than just like, hey, show me your debit card or show me the ID and match it up.
And it's not like, you know, there should be.
And only in this case.
And, you know, let's see what Riley and Michael think.
But in this case, I just think it could start.
It could have a really.
It could give people tools to do really bad shit.
That's all I'm trying to say.
Yeah, but I think that the genie is out of the bottle because I could pretty download
model locally and run it on my MacBook.
Yeah, yeah, yeah. You can run Kimmy or SDS.
Sink, how's it there?
This is gonna be a chess match.
He's got to figure out.
Yo, Michael, are you there?
Yeah, what's good?
What's up?
Sure, bro.
Just clanking away.
Nice.
I'll have to start clanking on some stuff.
Or just reviewing code.
A little bit of both.
review in pre-clank no I mean it's like you know you can have the clanker do
some of the PR but you can still gotta look at the code really some stuff
The soccer players really need to apply to go to Hollywood, bro.
They'd be crazy acting.
Are you talking about how they do the fouls?
Yeah, dude.
Exactly.
It's crazy.
It's actually crazy.
yeah it's like they're like getting slightly knocked in the shoulder and they'll be like
my shoulder is broken and then they get back up and they know they get they get slightly
tapped on the shoulder and they say that their foot hurt your foot your foot was not involved
in any of that yeah yeah that's the thing with soccer i mean it has that like artificial element
where it doesn't feel like...
There's part of it where it's like,
all right, they're being competitive.
And there's another part of it
where you're exploiting the game mechanics itself
to get ahead.
And that's the part that becomes really boring about soccer.
I just noticed that in general.
It goes from having...
It doesn't matter, though,
because Spain is beating France
and that's all that matters.
Oh, really?
That's cool.
Turns out Spain was a strong team.
Yeah, bro, they're the Confusedors.
I'm a carnivore.
You know what's crazy funny?
That...
Oh, man.
He fucked that one up.
But...
Hold on.
You know what's funny?
The mayor,
the super young dude from
Spain,
You see his hair has like the little highlights.
If you go back to when Cristiano Ronaldo first started playing for Manchester United,
look at his hair.
Yeah, bro, that's his hero.
If Spain wins the World Cup, holy shit, this kid would...
Unless he like
Injures himself
I wouldn't be surprised
Especially with that kid
He's like the fucking Sidney Crosby of Spain
It would be fire to see
Young kids coming up
And fucking just wreck
Because all these sports also are very
Controlled bro
So, like, you know, money-wise and all that.
Don't you think that it's a team?
Anyways, there's a lot more politicking to this than people give it.
Oh, without a doubt.
And how they protect by suppressing and all sorts of other shits.
Yo, issues.
We ain't talking about no Robin Hood here, bro.
Sorry.
We're just, it's game time.
We're just watching the game.
we we we onto the next you know what was it called unicorn evolving you know
whatever it was i hope you made money on that though
you know it's crazy it's four years ago i don't remember anybody paying attention
on like it's like crypto Twitter for the world's up
are you guys watching the soccer games yeah yeah yeah yeah sorry Wayne doing
know robin hood i'm not in the rob i didn't buy robin hood ones i should have though damn i should
have fuck i missed that no i didn't get that one you know because the cash cat already ran and i
was like you know now i'm chasing right it's over it's over yeah i was chasing i'm not a chaser i'm
more of like a i'm more of a starter right i like to start it i don't like to chase it
you know like the v4 hook shit i was a starter and i didn't chase it right and then yeah but
how did that go it went well for me until i sold i mean i mean i had a i had a unicorns and i thought
it was gonna do something but it just the volume started to die out and i'm not one to ride the
bag down anymore so you know i was like it is what it is i got out on that second pump
when it, you know, went up.
Not the first one.
I didn't get big boy profits.
I could have.
I made like six grand.
So it wasn't like,
it wasn't like, you know,
20, 24 days or nothing
when I was fucking, dude.
It was so nice, dude.
I bought my truck and all that shit.
It was, dude, it was so nice, bro.
It really was.
It was like, okay, I put 500 bucks.
I just made fucking 10 grand.
I was like, oh, my God.
It was insane, bro.
And that was with the dog with hat mega.
The mega with.
That's what it was from.
Mega with I made 10 grand off of 500 bucks.
And then it crashed after it crashed so hard.
But those were the good days.
Those days will never return.
I hope everybody knows that, right?
Those days will never return.
That meta is dead.
That kind of gains on meme tokens will never happen again.
Because now every chain...
Unless you're an insider.
Unless if you're an insider, which most people ain't, right?
So there's too many chains that are launching meme tokens anymore
to even think that you're going to be part of that crowd.
you know what I mean it's just not the same as when it was
you know
no 100% back then there was a lot of more consolidation of liquidity
liquidity wasn't just like all over the place all these chains all of it you know
and then back then
shit was a little bit more disorganized.
So there wasn't so much of that, you know, in crowd and, you know, established voices,
KOLs that obviously have to be favored to move the needle and all that shit.
I agree.
Yep, the markets have matured since then.
And they're going to mature even more.
It's about to get real flat out of here.
Especially with that Clarity Act shit.
Once that's enacted or whatever, it's official then.
That's when it's really over.
Totally.
Start of regulation, if you will.
Okay.
but i think it should get bullish though it'll get very bullish i think that spain just found
another gold i knew it i fucking knew it they're gonna fucking they're gonna take this shit they
looked hungry from the beginning of the match and i was just like watching them the whole time and
until like about 10 minutes ago
and I'm like fuck
they look like they're gonna fucking take this
and in France I like France
I like Pepe and shit fuck
but you know what
that Nigerian guy
he was rooting for Fran
when he comes into space next time
I'm gonna troll him about this
oh Harry Potter
uh huh
It's just like they almost got a second goal too right after that first one.
I don't know if you guys caught that, but like they were so close to getting a second one too.
I don't know if you.
It's fucking dope.
Hungry.
For that win.
.
You know you see the video of Mbappe like doing the mouth thing like
No, I gotta see that
Actually no, I think I've seen him do it in the previous case actually, come to think
of it.
It's like, he gives a...
up disgust.
They call him dictator in Batman.
Thank you.
Yo, Riley.
Yo.
Another one.
Oh, he just got offside.
What is up with your numbers in this?
Is it because you got game time on?
Nobody wants to come and join?
I didn't invite anybody or anything.
Oh, it's like seven people in here.
It's like a broken space.
Where is my boy broken?
Are you watching the game right now?
Yeah, that's what we're doing.
We're watching the game.
Are you guys gambling or what?
I don't know.
Is it the finals?
Are you watching the final?
I don't know nothing about sports, bro.
So if I'm asking questions and not knowing,
I just want to be enlightened.
So is England playing?
England is the one that won, right?
I'm still in it, yeah.
England's still in it.
But England's not playing right now.
though. It's France versus Spain.
France versus Spain.
Are you going for France or Spain? I like
Spain. I mean, I said Spain
just because I like Spain.
Do they
still have that black dude at Spain?
That black dude that was like badass.
I don't know, but
France has historically done quite well.
Right now, Spain is kicking
France's ass.
That's good.
It's still Spain versus France.
So it's the semi-finals then?
I believe so, yeah.
Either semi or quarter, but I think it's semi, yeah.
Yeah.
I've been super big in the sports, you know?
I'm a nerd, I guess you could say.
Right?
So...
I'm not as nerdy as you, Riley,
but I'm definitely nerdy.
Whatever you say, Casper man.
The what man?
What'd you just call me?
Casper man.
What is that? Casper?
Oh, Casper, yeah.
I still got a million Casper tokens.
I believe you.
Yep, I still got it.
Ain't that something?
That's pretty good.
maybe
who knows maybe they did solve the trilemma
and next bull market everybody
finds out
I guess we'll see
we don't know until the bull market
comes and then everybody shows their cards
what cards has Cardano
got
I don't know the price action looks pretty good
should we load up on Ada
I don't know. I mean,
I thought about it.
I'm loading up on Hyperliquid.
Are you? Hyperliquid?
You don't think it's already top?
You think it's going to keep going?
That's right.
It could. It could.
It could.
What about Aster? You like that one?
I have some.
You have some?
You think CZ's going to crime that shit or what?
I hope so.
You got to believe in our boy, CZ.
He always pulls through with the BNB.
He's a crimer on the BNB.
Look at that life token that's at $700-something million.
And then he just basically pissed off the whole BNB community just recently, I guess, with that CZ token.
Nice.
I've been seeing the drama all over the timeline
with the BNB community over him
with that token.
They're definitely
putting some hate on him.
Or CZs.
They need to leave CZ alone.
Yeah, they can't leave CZ alone.
But he's just basically
they're not enjoying that he's not supporting
memes.
Right?
This is what basically it seems like to me.
that there's just a bunch of people crying
that they're not supporting their scams.
You get what I mean?
That's what it looks like to me.
And, you know, CZ burnt 70% of the supply
instead of just keeping the supply and talking about it.
And they're all like,
whoa, Donald Trump even has his own coin
and blah, blah, blah.
There's been a lot of drama in the timeline
with the Binance community.
See, I don't pay attention to the community.
just the price oh yeah you got you're the ada community though micro i'm not part of any
community i don't know who told you that your space bud my space but oh you don't have one i
got it i got plenty of mfts on different chains oh do you really i thought you were part i thought
you built on the ada community and you were part of like the whole the whole deal i built a
programming language oh i thought you were like in like i thought i didn't maybe i'm wrong maybe
i'm wrong i'm like i was part of it i was part of it i was part of the ada community for many years
and i enjoyed it i mean i made a lot of good friends here and talked to a lot of good people
but that's that that doesn't have anything to do with the upper management right it's just like
any company upper management you know fucked it right
but I,
everybody I've met here has been absolutely tits.
I mean,
great people,
you know,
throughout the years.
It's like Joker.
Joker's a good dude.
He's here now.
S.
Joker,
Riley,
you know,
all these people are pretty good.
I've never talked shit about them,
you know?
No,
your cool issues.
I think a lot of us have kind of gotten to the point where we no longer
consider ourselves to be a part of a
quote-unquote community.
Micro included.
I don't think you were incorrect
in what you said.
Micro definitely was
the same person you're thinking of,
but it doesn't matter.
We're all just people.
Yeah.
And we can still be friends
even if we're not part of some cult.
Yeah, cult.
No, I agree with you.
So no more community talk.
No more Aida community.
Yeah, pretty much.
I mean, yesterday, Esco...
Esco was kicking people yesterday
for saying the C word.
The what word?
The C word.
A Canton word.
You know?
The C word?
Yeah, the Tezos, Cosmos,
Canton word.
No, no.
So then it didn't clear the air.
This will happen.
Once upon a time yesterday, we were talking about AI and all these other things.
Non-Cardano associated shit, right?
And, you know, let's just say issues.
I pull up to your house, right?
You're like, hey, Playboy, welcome to my house.
You know, here we try to keep our floors from being scratched and shit.
So take your shoes off.
It's nicely vacuumed.
There's rugs everywhere.
But life is good up in this bitch.
And then I'm like, fuck no.
I'm going to wear my shoes up in here with the little rock that's stuck in the soil.
And I'm going to scratch the fuck out of your floor, right?
What the fuck would you do?
Wouldn't you kick me the fuck out of your house for fucking up your floors?
That's exactly what was happening yesterday.
You know?
And he calls you after and is like, why the fuck did you kick me?
I deserve this.
No, not only that.
He sends me a whole message and he's arguing.
I'm wrong.
He's wrong.
That's exactly the problem.
you unselfaware piece of shit.
And I was like,
and I just,
and I literally just hit him with the fuck you
and I blocked him and I just keep him moving
because this is not the first time
that like self-awareness is definitely not something
in like that individual's cards.
And then he wants to argue with you in your own house.
I'm like, yo, go host your own damn space,
aka your own house,
and then you can go, fuck you up.
like Rick James,
fuck your couch, bitch.
Yo, he literally walked in here
and was like, fuck your couch.
And then, you know,
the other guy, Charlie Murphy,
is like, I beat his ass.
Like, it was that exact scenario.
There's not a more
iconic two series
of a show ever
besides that shit.
Charlie Murphy.
The obvious brother dog.
And he's like, you know what I did?
I looked at him and I beat his ass.
No, it's just like, not even disrespectful at that point.
I think you got to have like the craziest case of narcissism
and arrogance and non-self-awareness.
Put the racist person in a...
Dude, seriously, like, dude.
It was side-shitting, wasn't it?
No, it was not side-shitting.
Me and Sitchin are cool as hell.
I just unblocked his account
and shit, too. We're cool.
Like, he was coming in here.
No, me and... No.
That's funny, because you would expect someone like
Sitchin to be there,
but it ain't even that. That means that there's
worse in the roster of
interactions.
I thought it was worse.
Holy shit.
Yeah.
Yeah, it's way worse.
And it's funny, because
the person is chill at times,
and then like just like completely
goes out the deep end
and like given the first
opportunity
unbelievable
trash panda
no no no
I'll just tell you who it is
John Kravitz from C-SWAT
oh John
oh that's
oh dude that's dude
yeah okay
yeah
he's been
funny I've known him a long time
I know more about him than most people in the community do.
I got nothing against the guy personally.
He just has, like, kind of personal issues with, like,
with, like, a community that, like, listen,
I like actually the leadership in Cardano
or one of the leaderships in Cardano quite a bit.
Like, I'm cool with the guy, right?
Other people like the CF in Emurgo.
I don't really care for it too much.
I don't mind Amergo, honestly, as much as other people.
I just don't care for them.
The CF, they're kind of like
anti-growth Europeans, so
they're kind of par for the course.
But
the community, I actually have the biggest beef with.
Because like
a lot of people is kind of like
DF sighted.
What was that token he had?
Karma?
No, Karma.
I'm going to look right now.
I don't need to ask questions.
Let me just look.
Is that place still, Tap Tool, still going on or no?
No, they're gone.
You got to go to, like, Dex Hunter.
Oh, you got to go to Dex Hunter now?
Yeah.
To look at Cardano stuff?
Pretty much.
Oh, that sucks.
It is what it is.
I think the tap tools
they're kind of like
were left with employees that were out of the wheelhouse
of what was needed technically
to run the business
and so
they didn't have the technical expertise to keep the lights on
yeah all the
tapping money ran out
businesses
businesses rise and fall
I don't think of it as like
you know
it is what it is
yeah the money ran out
and they couldn't keep it afloat
yes
yeah
also they didn't have like a person that
they didn't have like a CTO for instance
is what they declared
so they didn't have like that tech guy
that could like
keep their business operational on the cloud
the parma token still has an 820
20k market cap is that true oh i guess the bigger thing is what does the chart look like
compared to it looks terrible it doesn't look that good it had like a little pump up but then
they had this massive wick.
It looks like one whale sold.
That was John.
No, I'm kidding. I don't know who sold.
What are you talking about?
The Karma card.
Because I haven't looked at it, and I didn't
even know you could look at it for Bexhunter.
Because
Tap Tools, I didn't even realize Tap Tools
was, like, gone. I know
I've seen it.
No, yeah.
No comment, bro. I don't.
or fuck it in any of that.
It just, you know,
we were just talking about
what happened yesterday.
I don't care what ventures
and tokens and whatever.
Yeah, that's definitely a big wick
though right there, Micro,
from, what is that?
One, two, three, four, five,
six days ago.
That is a nasty ass wick.
Like one person sold
type of wick.
Did it come back up or are we talking wick?
No, it's still retracing. It filled the wick.
So it wicked down.
It came back up a little bit and now
it's filling it.
I see.
So it's heading back down.
Yeah, it's definitely heading back down.
So yeah, it wicked down. It had a bounce
up off of that wick. That big
red candle.
Then now it came back up
a little bit, which is just normal.
and normally it's either going to go back to the upside or it's going to continue to fill that wick
yeah right now it kind of resets the rsi on the bounce up so then it can kind of
intermediately continue a bearish trend or you get a regular bull yes divergence reversal
and it's definitely not a bullish divergent reversal right now it's fucking yeah it's
Yeah, it's not looking good.
So, with that being said,
I hope
he does alright, because I'm sure there's a lot of people
that got money in the token.
Well,
yeah, I hope he manages his expectations
accordingly.
Yeah, because there's only 153 holders,
though, so...
I mean, there's that many people
in the token.
Yeah.
Somebody holds
13%? Holy shit.
It might be some of the devs.
Yeah.
Yeah, but I don't like that.
Performing.
I'm going to start going through these walls.
My thinking is do whatever you can
financially to make sure you're set.
It's a different time. AI has come
around, and AI is amazing,
but it also completely changes any sort of dynamics we had in previous years.
Like things come all into question like are we still going to have a Bitcoin four-year cycle?
I think still yes, but I think like the whole altcoin, memecoin cycles
have kind of started to fade away in favor of AI.
AI can change everything because you can pump out too many memecoins too quickly for anyone.
AI has made it so it is very obvious that everything that was being launched was hyperinflated in valuation of all sorts, bro.
It's like crypto no longer has a speculation wave, which fueled most of the evaluations because they went on to AI.
And without that speculation wave, you don't quite get the same bull market that you got in the previous 2021 and 2017.
So now we're in this different wave of speculation where most of it went to AI.
That bubble is going to burst too, though, right? Soon is the AI bubble.
Wait, what?
there's an artificial intelligence bubble
in the stock market
that I believe is going to burst massively
and it's going to be
but it's still going to go higher
for now
I think there's a sentiment out there for sure
thanks dude
there's definitely a sentiment out there
just like everything dude
any new emerging industries has
is pump and dump
crypto and the internet
any new thing that comes from
this like obscured nothing unregulated whatever has this massive speculative
speculation phase to it and then eventually all of the chips were speculating
all starts consolidating and then it just either plateaus and first it has a
plateau and then it will big dumpy in consolidation and vertical acquisition
vertical integrations
and if things are like patented
or companies that have
you know a shit ton of users
that like even though their product is shit
other companies want those users
I'll just go through all that
it's like very cyclical things
yeah
but the
interesting part about AI
is it has garnered a ton of users
and
it has
it has a couple things going for it
One, you have companies that have a lot of money that do it,
raise a lot of money that do it.
Two, if you're investing in the wrapper companies, the startups,
it's more of a gamble.
But the frontier companies, they make a lot of money on inference.
A lot.
Inference is where you as an AI company make the bread and butter
of literally making money.
like you or
usually the shovel providers
make a lot of their money
from the speculators
because
I don't even want to go into depth
just like super standard
and then eventually
and it did get shorthanded at every institution
like we were basically having
a contest of who can
spend the most credits or tokens
well you know
while all the speculation
is going on those who will have the shovels make a ton of money while other people speculate right
and um then the people that are providing the shovels end up running out of customers because
everybody that was speculating runs out of money to speculate after the speculation era is done
so then there's even another consolidation layer to like the infrastructure uh you know participants
And then from there, you'll see vertical integration if they really had some sort of like noble products or no, you know, advancements and whatever.
That's where you might see something like Anthropic even getting acquired if they don't have a successful IPO.
But I don't think they'll, I think they'll have a successful IPO.
I think until we reach the IPO case for AI Labs, we haven't reached the top.
And that might be in September or December.
100%.
yeah i mean the risk is not that this technology is not going to continue to grow exponentially
the risk is that the companies are overspending because they know it is and they want to be the
market leader when it does yeah and that's like right now they're definitely overspending which
means as someone who's they're overspending to have a high valuation in terms of users so they
make an IPO and max extract.
Yeah, I mean, as someone who uses AI and pays for the subscriptions,
right now you're getting a better deal than perhaps has ever been offered in human history.
Like any normal person can go pay $200 and get like $100,000 worth of compute per month for $200.
It's like a, like an 1000x value.
uh it's like crazy how much money they're blowing for user acquisition right now
and this is the modern meta for big companies like uber netflix all of these things the youtube
they all lost money for user acquisition because they know if they have enough money to keep
getting user acquisition and they do it long enough it's going to become part of like people's
habits. Like people just order Uber because they're hungry. Right. And so they subsidize it,
they subsidize it, they subsidize it. And then enough people become, you know, it becomes part
of their habits. They don't have to subsidize it anymore. Right. And they just raise fees and
people will just be too lazy to go and drive and pick up food. And so they'll just use Uber.
And it's same with Netflix, same with fucking Netflix has, has did user acquisition forever
for years and years and years, never raised their fees. And now they raise their fees every fucking
year and no one quits their netflix subscription like like less than one percent of users do
just because it's a habit it's just like everyone has netflix it just naturally comes out of their
account every month and they just don't even think nothing of it just like me with apple music
i used to never use apple music and then i downloaded apple music and i started using
it and then it became a habit so it's the same same philosophy you know i had a book full of
CDs. Now I don't
even know.
The worst is when you look at
your bank account and you have
Adobe Suites
charged for $29.99 and you're
like, when the fuck was the last time I used that?
Oh yeah.
And that shit's been racking up every single month.
And you can't even cancel it.
That's a hilarious part.
And not only that, but they have a
fucking complicated ass, different
interface.
The only way to get rid of them is to freeze
your credit card and get a new one tell codex to get rid of them yeah use tell codex to use
computer use and cancel all your services
actually chat gpt now has access to your finances you can like log in with you connect your fine you
connect your i did that show to just auto cancel them it's so good yeah i was just like bro i'm
i'm leaning into chat gpt right now i'm gonna connect all my finances to it like my banks
everything yeah it analyzes all your shit it's like you don't need this cancel cancel cancel
i use the overkill soul to analyze like a few items on my fucking spreadsheets
just like use the most powerful mod in the world what is what which subscription should i cancel
next and like it just like looks through oh yeah you should cancel this one it's like thanks
did like
$10,000 worth of credits
in that one session.
But it's like, you know,
it's all subsidized.
Worth it for us, yeah.
Save more money than we pay in
usage credits.
Yeah.
It looks like the rumor mill is
Fable's really going away on the 19th,
and we're getting Opus 5 instead
to make us feel
not hate,
anthropic or some shit.
like
they will uh
they will attempt to appease people with opus 5
which is going to be funny
yeah
they just they don't have the compute
the cooked
yeah
either they keep fable on sub
and expand it so it can use 100%
of your sub instead of 50%
bro they should just let fable be 25 just half it again and give people 25 and like that's enough
for a lot of people to like keep this up it's not the prettiest but i mean if they want it to be
competitive like and not still lose half their customers like they really gotta stop bitching
around they should just kill opus yeah put the full compute on fable and just say 100% your
compute yeah you get like sonnet and like fable that's it yeah because opus is just wasting all
their like they're wasting so much compute serving this massive s model that's just like
well so what i heard what i saw earlier and i i'm driving so i can't link it but like
i i heard from someone earlier and they could have just been bullshitting but
apparently they're gonna release opus 5
That's what I said.
Yeah.
Dude, this is the same shit as Sonnet 5.
They're just distilling Fable onto Opus.
It's like...
It doesn't quite work as well.
Sonnet.
Of course it's not going to be as good as Fable,
but it's definitely going to be better than Opus 4.8.
If you think about it,
a lot of people didn't like 4.8 over 4.6,
is what I've seen in some of the people's analysis.
4.7 was worse than 4.8, I think, for a lot of people.
There were trade-offs between even 4.7 and 4.8.
They openly admitted that one of the trade-offs,
like if you're building agentic systems,
you don't want your agentic system to be easily manipulated.
4.8 is much more easily manipulated than 4.7 or 4.6.
4.8 yeah it does better at alignment but at the cost of also being like more easily manipulable
uh and they had like a whole article about this so 6 was a nice like rogue guy that would just like
literally it would not listen to you to try to carry out your intent like that's how intent
intense, like, literally insane it was.
As intense. 4.8, the problem is
even if you make it better,
one, I strongly
doubt it's going to be as good as Soul,
which is what they would have to do.
And two, they'd have to give you
comparable credits, which I
insanely doubt that's
going to happen. In which case, like,
basically, your hypothesis
is that Anthropic
is fucked. No,
my hypothesis is that,
One, they're getting toasted right now really badly because of compute constraints.
Because Dario has publicly said...
But again, if they can't offer...
And I understand what you're saying, but if they can't offer Fable because of these compute constraints,
and they end up having to offer a subpar model, they're going to end up fucked.
Because people like Esco are going to end up feeling obliged to switch
once people like you and I and Casey are all over here telling him about they're getting cooked
they're getting cooked right now they have two options one retail doesn't matter to them they
decide this and they just say fuck it we're done with fable they lose all their retail customers
all all the subs cancel and then they just rely on enterprise yeah and that's that's fine but the
The problem is enterprise that isn't decided,
the reason that enterprises choose things
is because some CTO or someone at the company tries it,
you know, and they're like, oh, this is really good.
You know, I'm gonna bring this in.
I'm gonna make this thing for the company.
It's not just like you just reach out to an enterprise
and be like, yeah, here's the API.
No one can try it, but so yeah, it's like,
I don't, I see, okay, that'll work for a little bit,
but eventually if everyone is talking about
great fucking codex is and how shitty Claude is people at work are not gonna
want to use Claude they'll be like fuck this shit right not even based on like
their own empirical evidence that they've collected but just based on what
other people are saying 100% and so it's like yeah they're they're toast they
got a reorient they got to cancel all the shitty models and just serve fable
and then they can compete in the market.
I think for the most part, I agree.
And then, you know, I would even be okay
if they got rid of the $100 subscription
and made it so there was a $200 and $400.
Like, I would pay for a $200 subscription,
which is basically the $100 subscription a day,
but with the full amount available to be used for Fable
because right now it's a 50%, right?
so it's like double your costs stop with the the 50 limiting and then
keep retail subscriptions as a thing or just get rid of them like you said but yeah i mean whatever
happens my company is going to keep paying for my subscription so it's like whatever happens i'll
just use whatever they got in addition because i like the i like the dual model approach even opus
is still good at you know part of the reason that uh their customers are able to justify it
is because they're able to expend it right so like io or shielded in the context of your employer
is not losing money at all when they go and pay for uh codex or for claude because they're able
to just say oh it's an expense and then they're just saving that money on taxes uh so
yeah the problem to me is that 4.8 is was okay like two months ago but now grok 4.5 is better
than opus 4.8 which is like oh like oh damn you are cooked if grok is better than your model
yeah yeah that's actually true like grok 4.5 is like significantly better than opus say like 10
to 20 better than opus 4.8 and it's like 30 times cheaper which is like damn insane if i didn't have
my plan subsidized i'd probably use grok with uh chat gpt as i've heard a lot of people saying the
reason that they were able to do this is because they basically got like and I
assume this is what they did they got some sort of agreement set up with
anthropic to where they could leverage the data from their computation so they
could say okay here's the computation trace we're able to use that for our own
purposes right that's the only way that I could see them being able to do this
I don't think that the cursor deal that they have is nearly enough.
So otherwise, I'm like, how did they do it, right?
They have a lot of hardware.
They have an insane amount of hardware.
Everyone made fun of Elon for buying so much hardware.
Yeah, of course, of course.
They have a lot of hardware.
Anthropix renting their hardware, that's my point.
But I think that they used Anthropix traces on their compute in order to train their own model.
They probably had an agreement for that shit.
But also the Cursor acquisition was insanely smart because he had the compute.
He just didn't have a team that knew how to utilize the compute to squeeze juice out of it to build a good model.
and cursor had no compute but they built one of the most competitive cheap models the cursor
composed 2.5 which was like yeah it was like a like a frontier reinforcement learned model
and so they squeezed a shit ton out of just very little hardware and essentially no money
to build like an acceptable model yeah if you give them like a whole compute center
like they they probably did well after it's like going from developing on like an n64 to developing
on like a modern desktop yeah i can think about it like cursor probably because they were involved
you know they forked ps code became this little thing at the beginning started having their own
little models as composers and slowly kind of grew into something that was actually like semi-impressive
for like what they had they were gpu poor and they still managed to like maintain some semblance
of competitiveness and the best thing that ever happened to them is possible like elon took an
interest in them and they're like all right now we got fucking racks for days yeah and also they
want to show off that they can produce a frontier model like if you look at the marketing it says
grok 4.5 was produced with cursor yeah with the cursor team so it's like oh they really wanted to
flex it'd be like look we did it with compose but it's not just toy models we can do it with
if we have a big data center we can do frontier models too yep
yeah and so they gotta opus has gotta go i think it's just in a bad spot like
just redirect all that compute it's taking massive amounts of compute because all this
shit is running on opus and it's like just legacy like everyone who built their apps and hasn't
updated and all this stuff and just all running on opus and it's just not not in a good position
as a model right now yeah and also they have to fucking fire whoever's running their social media
accounts just posting like every day right before the reset ends hey we're extending fable like two
days yeah it's like the worst they used to be titans of the fucking pr they used to be like
actual titans of the uh social media game like they had boris who was like on top of shit like
they were doing really well i remember last year like towards the end of last year they were fucking
crushing it.
It was like
a game of like open AI has got to catch up.
Now open AI is like
crushing them on social media
and now on models too.
That's actually kind of crazy.
Everyone always kind of said
like, oh, I get the feeling ChatGPT has a
smarter model. I never really saw that
to be honest. I saw that
it was like useful, but
it had like some of the worst
like in TypeScript, it had like some of the worst
habits yeah yeah i mean they were pretty close and claude had a much better style and much was much
more pleasant to communicate to which like that was very important because slop is very bad yeah
but now it's just that can't carry you forever like when the model capacity gets way better
then it's like okay well being nice to talk to is isn't that good anymore
and also the alignment shit it's just like a torrential storm of shit just like fucking
perma downgrading you to opus uh just bad decisions all around yeah
and i think with gpt 6.0 coming out later this month
we fuck anthropic better pay they have like another fable enhancement in the pipeline yeah
yeah because if uh gp6 gpt6 has like even just normal availability maybe not fast mode just like
normal availability where you can use it as like a oracle model or like a you get stuck somewhere
and you just like you can like slap it in there and use it like it's you know fucking game over
i linked uh a little harness that i found uh phil well i found it a while back but i was waiting
for it to kind of mature a little bit it's kind of like the it's like the uh don't worry about
subagents, this thing manages
all that shit for you.
And it's just open code.
Oh, that's awesome.
It's like a fork of open code.
I gotta check.
España will face the winner
of England in nothing.
Oh, they won.
Yeah, it's over.
Game blouses.
France was slated to win.
Oof.
Tough.
and also cerberus the the 750 token per second yeah gpt soul is coming out that's like like
literally crazy but same cost like the ability 10 to 15 times fast there's no way they offer
that on subscription if they do it's like literally game over like i would like say that would like
be the single damning thing in like
Anthropix IPO. It's like that
kind of news where they're like
they're like yeah these guys run chat GPT
6 at fuck soul
at fucking
750 tokens per second.
That's like way too crazy.
That would literally
fuck up.
Yeah it's on
this is a whether this will actually
because Cerberus did
flop spark you know they did 5.3 spark and their goal was to launch it at the same quality
but it was clear at the time that it was worse than 5.3 but they apparently say this time they're
going to they're guaranteeing that 5.6 spark is going to be the same quality as 5.6 just more
tokens for a second.
Which is just, will they land the ship or not?
If they do, yeah, I think they're
anthropic cooked.
...
It's a little bit of clanking.
GPT 5.6 is now available in Slate.
What is this?
It's a token harness that I think is pretty interesting.
It's like, it does the whole recursive model approach.
So it's like rather than you telling it to use subagents, rather than it deciding how
many subagents, it's like the harness cleverly kind of interprets how many agents you need.
And then it'll load skills into like only the subagent instead of the main context.
it's actually pretty intelligent for what it does um i don't know
i mostly just trying to use clodex at this point because i agree it's it's actually convenient to
like start something in fable switch the model for the same thread and then just have like
codex using the the brain thoughts from fable it's kind of interesting yeah but no bro they're
just extracting your brain haven't you heard big bags they're extracting your brain it's literally
like you start off religious conspiracy once it makes that first edit you just switch over to
soul and you just have it finish yep and actually works really well yep you get like uh
get that full live experience which i'm nearly out of uh credits
i got 20 to go until tomorrow
when's the reset uh yeah tomorrow oh nice so like 24 hours from now i get another 100 that i can use
still 19th which is nice
but like i said i will just end up using claude and chat to pt together in some fashion
some fashion i will use these models together um i have both subscriptions and it's like if i
don't use them both they go they just kind of go to waste
so i just throw them both at every problem and see if
and sometimes i just like have small tasks to do and i just prompt either one depending on
whichever i've opened
shout outs to this computer having pretty much the most shit battery ever dude
laptop it dies so fast no it's a fucking pc oh yeah and uh is that it's like is that razor
it's like only pcs like really recently can compete with like apple battery life
well dude i'm telling like the computer is fire it's got like a 4090 blah blah blah like a sick
when it's plugged in.
But because of the very same reason, the battery is shit.
Because it has the craziest
resolution, the craziest
GPU, the craziest
memory. And it just fucking cooks the battery.
Killer components in the laptop.
And then you're like... Exactly.
You're basically like just
draining that shit for like the simplest shit.
Like fast AF.
Boy, just for having it on a minute,
it'll probably take like 10% battery off.
Because it's got to like keep all the lights running.
Whatever.
that's annoying so i could only claim so much and then he just died on me mid typing
mid prompting what are we gonna do now that the game is over man do we have another game let me
check let me check let me check um tomorrow argentina in england is tomorrow
no yeah it is tomorrow yeah wow
let's start blocking fucking accounts bro it's not even blocking just mute them
you know those accounts that like you know the actual person yeah yeah you know you
that you actually interacted with them but then they repost things that go viral so try and
catch the attention from those things oh yeah yeah i mute those it is absolutely annoying bro
i meet those people like right away like i saw their like i saw their original post
that was going crazy but then now you just like reposted it you reposted the video with
the same quote and everything china is just like cringe yeah
now i got no battery i can't even clink the beers don't taste as good if you're not clanking bro
So I gotta find a place where I can sit and plug in.
so
What else we're doing Riley you're finally making it home to go grocery shopping or what's going on
but yeah i stopped at my parents house uh grabbed my old guitar i'm gonna stop at the grocery store
here in just a second uh we're hurt her in 20. heard her 26 former meta employees
26 former meta employees
sued the company
for allegedly using AI
to target
disabled workers
and those on medical
leave for layoffs
the world is so cool
you fired me I'm going to find a reason to
say you're down
and they're probably going to win it
absolutely because the world is woke
It was fun.
Oh, you targeted that on the wheelchair and shit.
That's kind of rude.
But it's true.
That's for sure.
Oh, you targeted the guy that wore their shoes inside your house after you told him not to wear their shoes inside your house.
And it's your house.
Somehow they're mad at you because you have rules in your house.
Wild.
Who could imagine?
It's 2026.
This will happen.
You know what, Ethic?
I think having rules in your house
is actually racist.
I think they're only racist
if you write the rule
on a piece of paper with the color
of whoever you're being indiscriminate to.
Most pens are black, Esco.
Well, there's all kinds of other color pens, you see.
I've never seen a white pen, Esco.
I have.
Absolutely have.
You can't be racist against white people because there are no white pens.
That is calf.
Your logic actually aligns with the lefty logic, bro.
You get it now.
No, no, no, no, no.
There are definitely white pens.
What do you mean?
No.
They just need a black piece of paper.
There are no white pens.
There totally is.
There's white colored pencils.
No, there's white pens too.
You were just deprived from having...
You are just deprived from having white pens.
Esco's always been a creative kid.
That's why he makes shit up.
Exactly.
Yeah.
you want me to google a white pen
yeah i got a pen that sprays white
yo damn man wow like what that was a crazy white gel pen white gel pen huh man yeah look at it
specific with that one.
See, Uniball gel
impact pen broadpoint.
Boom. White gel pen.
Japanese. Yes, it is white, bro.
You're just the only fucking kid
that never had a white pen.
Why the fuck would you have a white pen?
Paper is white.
There's other
colored paper.
Paper can be black.
Paper can be yellow sometimes.
Paper can be red.
White, bro.
Paper can't be blue though.
I never...
Well, I'm going to take silver.
He just proved his own racism.
Trying to call me a racist.
I'm going to click.
Keep on this shit.
How do I keep on this shit?
Oh, I got to park first.
That's going to keep the temperature in here cool.
I go into this location.
Yo, so did you guys catch the dollar sign song ticker pump?
What is that?
Oh, you didn't?
See, you're not supporting your ecosystem?
I see how this is.
You're racist.
Ticker racist.
Yep.
Nice.
Ticker hetero.
Yo, MFs be crazy, bro.
I can't wait till somebody just, a real software engineer that knows their shit, goes and absolutely
sodomizes their fucking code base.
It is, it's so insane how some little MFs that you know they're not software engineers
are now all of a sudden claiming this and that, all this other stuff.
It would be like me
being like
boasting about what I'm doing
with Claude. Like, oh my god, I'm
putting out like repo
links and
what do you call this? Articles.
Articles of
I made a blog
website, bro.
That was like the favorite thing back in the
day. Is everyone making
their blog website?
Now people use AI to make their blog
website instead.
it's just when people read like
they do the whole like article thing
about this and that like they just discovered
North America under Cristobal
Columbus
I really wish
I could be a
gray hat
I wouldn't even want to be a white hat because
Riley just showed me there's no white
pants and black hats
are just bad so I'd be
in the mid zone just bountying
it up just finding all the bounties
and making sure that I got this.
Exactly.
And then giving the money back
after they give you the check.
Exactly.
I'd just be like,
hey,
I have access now
to your database
and all your shit
and this is how I can prove it
and then you're going to give me this shit
and I'm going to fucking delete everything
for you being a little braggy-ass
vibe-com-ass motherfucker.
There you go.
That was all I'm going to do.
would that be bad would i get like in trouble for considerable blackmail or something
i mean people might try to file criminal lawsuits against you now whether they'll hold up or
yeah whether it holds up in court is another question oh if they have bounties that means
that they're incentivizing you to do it um i don't like most people don't really have bounties anymore
i think that's going away yes there's a lot of people that's or
still bounties out there but they're either super niche and like they have a strong rejection ratio
like bounties are usually from devs or like uh otherwise they just get abused to
i'm gonna put out a one thousand dollar bounty bro you'll get so many people that'll like
try to like submit bouncy for you it's funny yep and then i will do
And then you will tell them all that they were wrong.
And then just fix the bugs.
They'll never pay them.
Yeah.
People will waste their fucking massive amounts of tokens trying to collect a thousand dollar bounty.
They'll be like, no, a guy proved this.
And you'll be like, nope.
Improved jack shit.
My clinker said your shit doesn't fucking actually matter or isn't actually a real thing.
And then you just fix that shit anyways.
Exactly.
Thank you, but I ain't paying you shit.
Just like the other day
that what Phil was mentioning
that some people just got cooked on a bounty.
Now I would be
trying to destroy that company
from then on forward to see if I got cooked like that.
Yeah. Apple did that
to a bunch of people.
Apple's like,
yeah, we fixed that shit.
What's up?
We fixed it. I'm saying
IBM is crashing.
Other stock?
Yeah.
I bet IBM has been in this weird spot for a minute.
I just downloaded an Unreal Engine 5 asset pack to create a first-person shooter video game.
The old game!
Now you throw the clinker at it and watch this clinker.
No, makes it real because it's already unreal, dude. It has to realize it.
I think you're gonna realize the vision.
Who is open code? Who maintains open code?
Dax.
Guy from Miami and shit.
Why is this harness crushing in the benchmarks?
Is it V2 or V1 that's crushing?
Have you tried the open code? It just says open code.
I tried it like a minute ago.
That's actually what Slate's based on, the one I shared.
Uh...
I don't know. Maybe I should go back to open code at some point.
I hear they have really good results with ChatGPT also.
I need to remove that all my open code shit, though.
That shit was just buggy.
I am on an absolute roll of muting people.
Like, I love this because, you know, they just changed...
The reason why it's important to mute people now
is because they just changed the algorithm.
And the algorithm now is far more suggestive
about the people they actually follow,
they follow you, and this and that,
rather than just, like, you know, the fuck shit.
So I'm...
I'm surprised you don't block people.
I'm muted there, boss.
But I guess you're...
To be honest, I should block their ass anyways.
Yeah.
I usually default to block,
unless I have, like, a good reason to mute.
I don't care.
I don't have some online reputation
I'm trying to maintain.
I'm just trying to keep my timeline clean.
And for me,
if I like you,
I'll just mute you.
If I don't like you,
I'm going to block you.
For me, it's like strike one.
Or don't know you.
Strike two.
What did you say?
For me, it's more like strike one.
mute strike two is just three blocks
can you hear me or did i lose the wi-fi yeah i can hear you
The one thing I like about Oh My Pie
is I can see when my resets expire.
Because for some
fucking reason you can't see that shit
in other harnesses.
Some fucking reason.
Where do you even
run into something called Oh My Pie?
God damn, they just fucking
reset Chachibet again.
How do you run into that?
How do you run into something called Oh My Pot, first of all?
I run into all the...
I know every AI tool.
Literally every single one.
So you'll be just searching...
I'm one of those fucking people that, like, used to be in the...
Like, instead of getting one-shotted by, like, customizing NeoVim or some bullshit like that,
I instead got in the space of fucking knowing about AI tools.
It's a pain in the ass.
But now I know, like, fucking all of them.
damn you were just you're just out there looking i was just like i knew about oh my open code
so i started from cloud code open code oh my open code and then i heard later on about oh my pie
i know about um you know codex is a pretty standard one that's not not impressive to
know about that one um what the fuck was that other one i have uh i mean hermes which i i knew
about hermes before they got like pretty popular now now i'd say like most people know about hermes
um i know about conductor there was like a droid i know about those those are like more niche
harnesses um charm is like a really niche one there's like a few other ones i've seen that are
like super niche like harder to say if you have support or not slate is like a newer one that i
saw that's like very recent um in terms of like how long ago it forked open code and that one is
like sub agent maxing it's like the idea that your your main agent doesn't do jack shit it's
just an orchestrator at all times but unlike other ones like droid it's like built from the ground up
for like recursive orchestration.
See, son.
Yeah, I know way too many fucking harnesses.
And then I know like all the little settings for harnesses
and how to configure your code code
so that it like doesn't have a system problem.
Hanging out with you at MFs every day
is like you stay at the cutting edge of all this shit.
I mean, most of this shit is not...
Like, the harness shit isn't really cutting edge.
People argue that you get better results with a harness.
But do you know what gets better results than a harness?
Actually just knowing the thing you're trying to do.
Like, prompt ChatGPT on the web or clawed on the web.
Learn about the thing you're trying to do.
Let me reword what I was saying.
Sorry, sorry. I'm being pedantic as fuck.
Yeah, you are. You mean a little bit.
you motherfucker no no like like because you guys do this every day for a living and shit
then obviously you guys are always looking into the most optimum fucking everything right
so that's what i meant by like on the cutting edge sort of thing because i would be
in the very back of the bus not even in the back of the bus i'd be like the
fucking utility trailer
being towed by the bus
if I wasn't hanging out around you guys.
Oh, yeah.
I mean, yeah, you get
that advantage.
You get some shit.
100%.
Yo, you see the shit I posted
in the group chat earlier?
Don't mention it in public, but yeah.
Oh, I haven't even looked at it once, though.
Jeez.
Are you talking about on Monday?
Yeah, yeah, yeah, yeah, yeah.
Okay, okay.
Not today.
Yesterday, yesterday.
Yeah, I was wondering if it was on today.
Yeah, okay.
Yeah, I saw.
No, that's super fire.
Yeah, hopefully we can scheme, bro.
Just trying to scheme.
Yeah, yeah.
Let's get as many of our, like, fucking products into that realm of...
them knowing about it into the mix into the mix of conversation dude yeah
because we're versatile we're not just they reset they reset yeah they reset i they literally
reset i was about to say bro thank god i didn't use one of my resets dude i know i was thinking
about using my reset in a few days bro they literally reset again this shit is so fucking
crazy literally they've been resetting almost every day like every other day they've been
doing a reset and you get a week that you can spend it in a day it's insane i was at 70 percent
and now i'm back at 99 i don't even know what the like i'm just gonna fucking
bill start using slate it uses up your credits faster dude what i've been doing is using codex
the the codex harness when only when i'm near the end of my credits i use cloud everything else
and then when i get near the end of my credits i use codex i set like three or four gold tasks
using soul ultra and i tell it to persist the max sub agents and then it'll just because open ai if
you start a task on sub 30 minutes before the end of your usage it will just run the goal to
completion regardless of how long it takes so it's just each task runs like four max agents and
And this shit runs for 22 hours, dude.
I got like 100 hours worth of max,
like 20 total agents in max reasoning
from the past day,
from when my credits were dead.
So that must have been like hundreds,
like at least 80K USD worth of compute.
Dude.
I just set up Slate,
so now it works with Herder.
i'm insane i don't know why i had like the same uh endpoints that open code does so i just exposed
those and now i like can now herder can check the status of slate i fucking did it again
wow okay just fucking spawn up some fucking salvations
Thank you.
all right well then we have a fucking week's worth of credits to go again
i have three days to use up these fucking credits
before my reset expires it expires in like three days like three hours
so are you able to see when your resets expire like even to the hour yeah where is that on codex
yeah codex usage remaining uh resets uh and then it shows you the date
oh i see it doesn't have that on the desktop version which is annoying as fuck okay no wait
it says the date no it doesn't say the hour oh yeah yeah you have to go in the codex cli to see
the hour because i got fucked because i saw it expires on like one of the days and then i
i waited too late and didn't use the reset but it didn't really fucking matter anyways
Ask it to schedule a task, dude.
That's what I do.
I just a while ago said,
create a task for all my resets
that uses the reset,
uses computer use to use the reset
right before the resets expire.
I'm going to do that from the desktop app, actually.
The schedule a task thing,
I thought it was dumb,
but there's a lot of ways to make it really useful.
yeah like
do they persist after you restart your machine
yeah they do
it's in the Kittomo
another good one is like
if I have credits left before a reset
just use them to review
and audit
and my repositories and produce
review documents
if there's no active tasks
So create a scheduler, you said?
Yeah, you could just tell it to create a scheduled task.
Go find when all my codecs resets expire and use computer use 30 minutes before they expire to consume the reset.
When resets.
Thank you.
I'm just sitting here trying to charge my phone, bro.
My phone is cooked.
Swear the fucking spaces just wreck the batteries of all devices,
no matter what it is.
Are you using a phone browser or just app?
Well, I'm in the app.
i'm in the app and shit but hosting a space it just like yeah it's like i used to do it from
the phone and it would nuke my phone's battery
i usually have like my little auxiliary battery right like the i mean i'm not on today so we're
We're going to be fucked, dude.
Only got like 45%.
And my laptop is cooked.
I'm just all fucked up right now.
Fuck it.
We're just going to chill.
I guess no more clanking until I get home and clank it up.
But yeah, tomorrow is that meeting, bro.
I have that fucking presentation shit tomorrow.
hopefully we can scheme and be winners you know what I mean kind of like you
know we need to be the champions of the World Cup of pitching there's nothing
that my friends can do for me anymore everybody done everything that they
could now we just have to be the silver tongue what do you call it they're like
that's like a fucking cringe way to describe people that are good with words
hopefully
all right here we go phil we're about to see if this should connect that schedule
So England versus Argentina tomorrow, eh?
I'm hoping on the Argentinians.
Yeah.
Me too.
that would be quite a game.
Like, Messi's amazing.
Fuck, like, I'd be shocked if...
Like, I like England, too.
Don't get me wrong.
But, yeah, Argentina probably would.
I have this feeling that
Argentina's gonna win over England
and people are gonna be like,
Messi coming back for a
three-peat, two-peat, whatever.
And then they're going to run into a fucking
upset.
A hundred percent.
Without a doubt.
And they came back on that Egypt
game, which was pretty impressive.
That's true. They did, but
you only get a couple of those in a lifetime.
Maybe
Messi's got all of those in a lifetime.
I'm actually going to bet
on the upset.
But it sucks because I have a Barca Messi jersey from way back in the day.
I don't even fit in anymore because I was like way younger.
I mean, I got the dad bod going on.
You know, I'm fitting in.
It should be the skinniest heavyweight you know.
Now I'm like medium rare, medium well, actually.
Just a few less beers and then back to medium rare.
Uh-huh, dude.
I think that if I
I think if I didn't drink
a single beer for 30 days,
I'd be
pretty well-chained, bro.
Yeah.
You walk a bit,
you run a little,
and then you go up.
The beers actually
have like a surprising
amount of calories.
Dude, insane amount
of calories.
Like, said,
like 1,500 per beer
or something.
That's insane.
Oh, yeah.
1,500?
Bro, one is enough
for a whole day.
Remember,
if you're sitting
and drinking beers a bit,
your stomach,
your beer belly
pops out.
It's crazy, bro.
It's cool.
It is absolutely insane.
But you know what?
I go through trends.
You know,
sometimes we're okay
with being,
you know,
pot belly,
beer daddy,
fucking energy.
And then other times
then we on our set.
You know?
No worries.
That's all good.
Once you have a kid,
you're like,
who am I,
who am I trying to impress? I don't want no more kids.
That's true.
I'm just kidding.
Just trying to write that off.
Exactly.
No, but yo, you could seriously get rid of it,
though. You just walk with it.
I am one of the most
craziest, psychologically
committed person. Whenever I'm like,
okay, this is what I'm doing, that's what I'm doing.
But when you
ain't doing it, you ain't doing it.
that's true too
I feel you on that
I'm like that
watch one of these days
you just need the time
no I hear you
also
yeah well watch one of these days man
when Riley
when Riley makes the wrong comment
and he just annoys his shit
I mean all of a sudden
I'm gonna
I'm out here to prove a point
and then boom
you know I'll be like
squatting 6,000 pounds
and power lifting
1,700
you know what I mean
I don't even know
1700 grams
It was fucking hot out bro
Today was like a sauna here
So I'm like fucking doing like
I'm running around
I do these
I ain't even gonna lie
You can't be tagging me on little
Provocative videos like that
I was like I ain't even gonna say none to my boy
Because I just
Yo
I'm trolling bro
I don't give a fuck what you do
But this is funny.
Yo, check this out.
Hold on, I'm going to pin it up top.
This is so funny.
Yo, check this out.
You guys are talking about fried fucking rice and shells.
I was just fucking running around.
I'm like, listen, these guys are making me fucking hungry.
That's funny.
All right, so.
I loved what you guys were talking about, though.
Check this out.
Let me know when UMFs can see
very bullish as pinned tweet up top.
Just let me know so then I can narrate
my portion of
my reaction, right?
Alright, so you
tap on this. Yo, this
wasn't like, oh, I'm in nature.
He puts the phone facing upwards.
He's sweating. He's got like
you know, some curves on his ribs.
You know, exactly.
And then he goes from the
bottom to the top.
And then from the top to the bottom.
He's on the...
The spicy lady.
BBPs and BBLs.
You see what I'm saying?
You know?
He's like, this is what Tim Horton.
BBPs especially.
This is my Tim Horton bot, bro.
This is crazy, bro.
And then he tags me.
He tags me.
Blah, blah, blah.
Earlier in Esco's face.
Don't tag me when you got my fucking skin and sweat going on.
That's crazy.
That's funny.
I'm chilling, obviously.
but yeah that's funny though no yeah totally i was like yo this guy's space it was pretty good
still but i'm like yo fuck like it's in the background i'm not i gotta give him credit
somehow you know what i'm saying it's you should have done it on like a thread like a post below
the main post or something i did at first and i'm like yo this deserves its own tweets
like fuck it oh my god it was no but it was good though you know like i just sometimes do that as
like proof of like hey i was doing this for a bit so you know and if it motivates others
it motivates others if it doesn't it doesn't so you know it's all good
you know it was so hot up here today my guy i was surprised like fuck i didn't even run that much
and it was just like sweltering i don't know what's 40 degrees celsius like converted into
Fahrenheit, you know, it was around there.
It was fucking
cooking.
Did some, like, push-ups, like, some squats,
like, some dips.
Oh, so here we got
Crypto Games. He's coming
with his uninterested shorty
in the background, just bugging him.
What's up, dude?
What's up, fam?
Oh, we're just chilling, fam.
Very bullish. You look shredded.
Oh, hold on.
Hold on.
No, no, no, no, no, no, no, no, no, no.
I ain't doing that.
I just told you this guy put me on a fucking...
He tagged me on like a sexy outing in the fucking woods.
And then you come to bring this shit back up again?
This is crazy, man.
I can't...
Swear to God.
It's so fun.
it's inspiration
let's go
inspiration
yo
one of these days
I ain't even gonna tell y'all
I'm just gonna get ripped
I do like
a thousand fucking
burpees
every day
you know
200 push-ups
I'm gonna do some shit today too
I'm gonna stand right now
that's what I'm gonna do
listen to that
I'm gonna stand
yeah
get my desk
up in the standing position
I don't know.
What do you mean?
I'm a stand.
And then does that do anything?
It makes it so your resistance to moving around is less than if you're sitting in a chair
and pump you.
Hmm.
Fuck.
It's all about tricking your mind into seeing things as easily convenient.
to be honest
the algo
is hitting different
you know what
because for a long time
I've been posting shit
and my shit got like
200 views
I was like
what the hell is this going on
I got more than
200 friends
yo the algorithm
I don't know what's
the algorithm was
are you saying like
you're getting more
more views on your tweets
it's not even about
it's just all together
seeing people that I follow,
people that I interact with.
That's what I'm saying.
Yeah, yeah, yeah. So, like, finally,
I get to see people's shit
that I interact with,
that I came here with, all those sort of things.
Instead of, like,
what the fuck is this bitch showing? Bouncing titties.
Like, I don't care. Do I follow her?
No. Why are you showing it to me?
Yeah, like random content.
I hear you on that.
Yeah, you get a lot more
mutual content now.
Yeah, dude.
Which is good, I think.
Like, more relevant content.
It just means I need to follow a lot less people.
That's what I need to be done.
Why was your feet on my feet the first thing two hours ago?
Touch some grass.
What the fuck?
I don't want to see your feet.
I'm telling you, bro.
Now, Crypto Games is next.
He's going to be out there looking like a frog,
bouncing around.
oh yeah i'm gonna be sweaty out here in toronto um
fucking hot fucking hot today yeah bro yeah um follow up i can tell coffee today
yeah no it was hot today i was like i can't wait i was surprised it was that
it felt like 40 degrees literally felt like it celsius
cooking
yeah bro i'll do these like like three four sets like 400 meters and just take a little break in
between and then i'll do some push-ups and then i'll do some squats and now what i'll do i'll do
these squats but i'll sometimes do these holding squats and that really honestly like i find i get
more of a workout from that and also i'll do push-ups but sometimes i'll do these holding
push-ups too and these holding push-ups i swear to god i get more ripped from that than fucking
doing the actual like reps from push-ups because i'm a kind of like a tall skinny guy right so like
i find fucking yeah and so like uh you know like i i just do the holds and i fucking i'm i'm getting
like results right away like within like like a day or two you know if i'm just doing that
a few hours a day at least and that helps i'm gonna keep it one thousand like i break it down
1,000.
See, we're about to go to Vegas, right?
So I had to be training.
I had to be training this whole time.
Can't show up to Vegas.
Okay, yo.
Maybe go do some boot camp.
No, after Vegas,
we boot camp.
After.
Because, let me explain to you what.
I ain't training to be looking good in the pool.
I'm training to not pass out at 8.30 p.m., which is my standard sleep time.
You know?
I had, like, one too many mimosas or something.
Then Riley's like, where's Esco at?
Where's Esco?
I'm just face down, shoes on, T-shirt on, everything.
Just fucking hang, like, feet hanging off the fucking bed and shit
because I couldn't even shimmy up enough to get under.
Like, none of that, bro.
Like, bro, that's legendary shit.
Every time the parties got started, I was always either asleep or they were taking pictures with my dead body on my bed.
A hundred percent.
And this is just...
So, I've been training, you know, for the past seven months to make sure that we ain't going to be passed out, face down in no fucking bed.
So, afterwards, cool.
We're going to get physically in shape afterwards.
I'll make a bet with you, motherfuckers.
You know, I'm good for my money.
I'm good for my money.
So after Rare, I'll be out here doing the most posting motivation.
What's up, Charles?
Hold on a second.
Let me finish my little troll, bro.
I'll be doing the, you know, lifting weights and treadmills and all of that shit.
Watch.
Just watch.
What's up, Charles?
How you doing, bro?
what's up yo you know i was a good day yeah yeah i haven't seen charles in a minute and one thing
right off the bat bro right off the bat i gotta hit you with this one and i just want to say
shout outs to you for um you know the video you posted the other day i think it was like a week
and a half ago or so when um you announced the you know the lease or cooperation or partnership
or whatever it is at the Hoskinson Clinic.
You know what I mean?
That's fire, bro.
You know, like, remember that conversation we had a little while before?
Yep.
Yeah, I mean, that was a real emotional and tough one for me
because, you know, I started the clinic.
We built it up.
It was a very successful clinic in terms of the actual act of doing medicine.
You know, we had 22,000 patients.
We saved a ton of lives.
And, you know, the doctors were incredibly happy. The staff was happy. It was transformational for the town of Gillette. And obviously our name was on it. And I built that business with my dad and brother and we loved it. We cared about it deeply. It's just there was no path forward to practice medicine at that scale the way I wanted to with the funding.
without being sustainable without you funding this as a charity ultimate yeah it wasn't right
and it became a charity and you know it just it just got the family so involved in it and my dad
really was trying to find a path to make it break even as was my brother and everybody's working
100 hour weeks and it was really dragging along and we got to a point where i said okay guys do
we have a road where in 18 months we think we can get this to actually be a business instead of a
charity. And when we couldn't get there, you know, I said, all right, well, the best option
then is to shut it down and let's see if we can find someone else to come on in. So almost
immediately, a lot of hospital groups and private equity groups reached out to us. And I said, I
don't want to sell it to some group of people that are going to force you to see 30 patients a day.
And it's just nurse practitioners. I want this to be a real clinic. And and after some conversations
with Monument. They're a Mayo affiliate. I said, these are good people. They're real bright. They're
real talented. They practice great medicine. It's a good system. It's one of the few that I would
feel very comfortable with stepping into that role, those shoes and delivering wonderful healthcare.
Then we had to make a deal, which was exceedingly hard. Actually, my chief of staff, Chris,
did a phenomenal job working with them and negotiating that out. He spent a lot hours
on that one and it was bare knuckles brawl, tough negotiation. You know, we put a lot of stuff in,
their lawyers put a lot of stuff in and we had very limited time. And we got together with the
CEO over the weekend and we said, Hey, you really want to do this? And they're like, yeah, we do.
And say, well, you know, I was like Cartman. I was like, let's quit breaking my balls,
you know so let's figure this out and so we figured it out we made a great deal uh that
we're very comfortable and happy with and it's more importantly a sustainable one it's something
that can be in place and create some stability and permanence uh for that relationship so this
is not like hey we'll try before you buy for two months it's a long-term relationship and it's one
that can turn into an escalation of patient care uh so i feel very comfortable so the mission the
original mission is in place the business portion to you in terms of you know the initial investment
and everything that you know breaking ground and you know all the highest level of technology
equipment that you put in there like you obviously like uh didn't short any expense when it came to
trying to provide uh gillette with the highest uh grade of yeah we had a better mri than mayo did
i mean this is how much money we put into this clinic guys it was not a small thing esco
So the mission will stay the same.
And I think these are one of the few people that actually can improve upon what we started
with because my passion was always in the next generation stuff, the network medicine,
the regenerative medicine, lifestyle medicine, the merger of allopathic and homeopathic together
and getting people where they need to go.
It was never in the let's go be a doctor and practice medicine for 40 years.
That's what my brother does.
This is what my dad did throughout his career.
It's just a different thing.
And so we built the clinic, but instead of doing regenerative medicine, the clinic became the big thing and the regenerative medicine became the little thing.
So this frees me up to work on stem cells and hyperbarics and, you know, slowing down aging and healing things and rejuvenating things.
So ultimately make us more productive.
And what's nice is that diversion wasn't a waste of time.
It fundamentally transformed the lives of a lot of people in Gillette, Wyoming.
You know, we diagnosed a lot of cancer earlier and saved a lot of lives, treated a lot of heart disease, treated a lot of diabetes.
You know, there's a whole bunch of stuff that was just not being taken care of and it was going to kill the people.
And so it's the only thing I've ever done in my career where I could map the money spent to lives saved and say there are people alive today because of the dollars that were spent.
And so I'm incredibly proud of that.
And I think it was just a great outcome, all things considered.
There's a lot more to do.
And, you know, we got to obviously work with them to help in the transition.
And then they have to step into a very significant role.
And it's a tough competitive market, but they're a big organization.
And they have many hospitals and thousands.
They can absorb until it starts churning patients and all that.
Yeah, yeah, for sure.
So they're going to do a good job.
Absolutely.
What else you got cooking, dude?
I know you got a real fight going.
You got like a trillion things going on.
It's absolutely insane.
Well, for this year, you know, the four big ones, the big four are Midnight, Midnight City, RealFi and Pogan.
You know, and obviously we have the meta thing of getting the governance of Cardano where it needs to be.
And RealFi has been absolute joy.
And I'm actually working on a document right now for RealFi on the market, the go to market strategy.
I'm going to send it over to the RealFi guys and say, hey, a little bit of house cleaning we need to do.
You know, get this where it needs to be.
But it's been a great reception and we're moving the chains forward.
Pogan's been a lot of fun, too.
Ton of amazing innovation there with Pogan.
And it's going to be real exciting to connect Pogan to Midnight and connect it to Cardano and deliver on that Bitcoin DeFi.
Obviously, we got Leos.
You know, that's been the Musashi testnet just came out.
And we're making huge progress there.
And it's been a lot of fun to see people test it.
And we're getting the performance that we anticipated with it.
Um, you know, there's a lot of cool stuff on the ETXO side, like blaster has really come into its own. And, uh, there's been a lot of great advancements. Like I did the, um, second five recovery app. I was testing how to do keyword recovery with growth 16 and Phil helped me out with it. Uh, and, uh, one of the things that I discovered is all these updates coming with the upcoming hard fork.
they actually make it possible to do like a complex, high complexity Groth 16 circuit
and validate it on Cardano. It'd be a hundred times more expensive under the legacy system,
but with the upcoming hard fork, we get that done. That's not a small deal. Being able to verify
Groth proofs on chain, it opens up an enormous world of use cases and applications that are very
powerful. And so especially for bridge design or reusable DeFi patterns or things like that.
And the fact that these proofs are small and you can verify them in WebAssembly. I wrote the first
version of the WebAssembly. I think Phil got it down to a reasonable proving time. Phil, what did
you get the WebAssembly prover down to in terms of the size? And what was the case size for it?
A is 21 now, and it can be 20 if we reduce the security statement from specifically master private key to credential to coin level key, which Thomas Velkov recommended as sort of a safe security assumption.
But I just kept it at K21.
And with K21, it is 60-second browser proving time
and four-second desktop proving time.
Yeah.
And was that the Go code that I wrote that compiled?
Yeah, it's all the base.
Yeah, entirely the Go code that you wrote.
The core of that optimization was actually one that was in your code base,
the prove stream vendor patch to the Gnark Go code base, which was a crazy optimization to find.
And Thomas was very impressed with it as well. Yeah. Well, I was, the problem was I was working
with a constraint because the original design I had, I had 32 gigabytes of memory to prove into,
but WebAssembly is constrained to four gigabytes. So then I was trying to figure out how to shard
it. And so I did a web worker set up with the four gigabyte constraint, but then I couldn't,
I noticed there were issues. And so I just patched GeoSnark and I said, okay, this is how to fix
that. It took a little bit of time to figure that out. I think it was like 1.30 in the morning on a
Saturday or something. And I was like, oh, this is probably a way to do that. But that was a lot
of fun. I haven't done anything like that in years. And I was just blown away by how high quality
the tooling has become for Cardano.
Guys, it's like legit day and night
from where it was at just a few years ago.
And it's very easy to navigate work with this tooling.
Your code base was incredibly impressive
with all the documentation perfectly up to date.
Lots and lots of like security analysis
and useful insights around proving.
In fact, the Go code,
if you go on the NARC repository,
they have like this massive mega threat of people who have been trying to get it to work in Wasm.
And your patch is like, it's like a very high quality solution to that,
where there's like this huge effort to try to do what essentially your vendored Go patch already does.
I didn't know that. I just had to solve it and I had limited time.
Can you do an upstream commit then to their library and see if they accept it?
Yeah, I'll give it a go. Yeah.
quick question quick question since you guys are were working on on this issue and it was kind of
like satellite uh whether you guys were just like privately interested into it or you also knew
that this was going to have to lead to the the the glacier drop stuff because in it is tethered to it
and stuff no there's no there's no glacier drop component this was just a more abstract question
of can you recover from 24 keywords a derivation path or multiple paths of a wallet in a contract.
And this can be used for any CNT and this can be used for any asset as a provability thing.
So the real use case here long term would be instead of having your 24 keywords, you
You can have an alternative artifact and you can implement what's called a custodial deadman switch.
So you have some other credential that is provable.
And then if you don't use your wallet for a period of time.
Inheritance and all sorts of things.
I'm saying.
If you die, inheritance, whatever, your funds get swept into the smart contract.
And then you use that to pull them out of the smart contract.
Holy shit.
I don't want to go back into the original, you know, the issues that, you know, the community kind of blew up out of all hell.
The whole sweep of the, what do you call it?
The original voucher stuff.
This would have been very helpful back then, right?
If this was even a capability back then, but obviously not.
Yeah, the reason we had to do the sweep was that the secret that the user had had become compromised.
Attain, which was the sales entity, went out of business. And that sales entity, it
wound down. It leaked the personally identifiable information, or we had reason to believe that
one of the employees may have leaked it. And so we were concerned that given enough calendar time,
these at rest accounts, because that could be used to recover the redemption accounts,
would be used by an attacker. And so our argument was because it was a multi-sig account,
meaning that multiple people had access to it, that commercially speaking, redemption had not
occurred yet. It was the last stage of redemption from a custodial wallet or a multi-sig wallet from
the sales entity to a wallet you had sole control over. So if that gets compromised, it's kind of
the equivalent of, hey, pick up your couch at the loading dock. The dock lock breaks, and then
somebody drives by with a pickup van, takes your couch. And then you show up and say, hey, where's
my couch? It's like, well, somebody got into the loading dock and stole all the couches.
So we said, all right, why don't we move the couches to a different warehouse and tell the
people, instead of going to warehouse A, go to warehouse B. It's kind of the thought process
behind it. And the problem is that some people don't like that they have to drive more,
and they have to do something different to redeem.
So I can understand why people get a little upset,
but most reasonable people would understand
that if the couch is going to be stolen,
it's probably a good idea to move it to a different warehouse
and they go through that inconvenience
because sales not complete.
And the other thing is by taking that position,
also you have a refund potential
that if you don't pick up the couch in a certain period of time,
well, then the transaction is voided and you get refunded.
you know and i think it's very reasonable to talk about a refund after 10 years of not picking up
your couch oh no all of that to me in my opinion it was handled legitimately like i mean come on
like most businesses have 30 days i know it's like 10 years it's like okay but you can't win
with the internet no the internet always wins it's not possible and um another thing so i saw
you guys uh all right i'm just gonna keep firing on this because it all kinds of relates a little
bit you know and and thank you for coming bro like every once in a while super fire that's what
keeps me showing up you know this level of conversations about very high level awesome
conversations with you and i hang out with phil every day and micro and riley and lucas and shit
so those are the things that keep me showing up without even caring about any kind of compensation
or any kind of weird energy like that um we just show up for fun um so recently how do you guys
address the issue or was there even any potential issue with the glacier drop claim in terms of
unquote compromised wallets from the second fire issue? It's not our concern. The glacier drop is
a passive process. It goes through. If your wallet is compromised, your wallet's compromised,
There's no way to change the destination addresses for that.
So, you know, they have to be swept as soon as they get to those compromised addresses
to the white hat and then get redeemed.
If not, then a black hat can steal them if you've spent from those addresses.
But I mean, this is the reality.
You can't build a passive automated process and then complain that the passive automated
process is doing what is in the smart contract.
if it says send it here it's going to send it there throughout the entire year um if we had
the ability to change that then uh the midnight foundation would have to intervene in every single
people complain well i didn't get my money so so now i go change his address or do this thing or
actually my wife is getting it we're getting divorced can you switch it over to this one
no you can't you can't do that you just say look um it is a passive process that's the address you
registered. It suggests that it was eligible. Everybody got paid out the same. The only filtering
was at the beginning for sanctions lists, and anybody who's on an OFAC list got pulled off.
And so we went one-time sweep with chenalysis. And at that point, it's an ongoing concern.
And if you lose your wallet, you lose your wallet, you lost your claim. Or if your wallet is
compromised, your wallet is compromised. It's the unfortunate realities that come with
the decentralization and infrastructure that the whole ecosystem is founded around.
So, okay, cool.
So recent-
And it's also important to understand that nobody paid for night.
You know, and so it would be one thing if there was a commercial transaction in an ICO
and there was special consideration and there's an expectation of delivery.
But if it's an airdrop and you didn't pay for it,
can't really cry too much if there's an issue here or there.
You know, I understand there's economic value now,
but this is free money that people got.
So, you know, there's nothing technologically that can be done.
The terms and conditions were public and everybody played by the same rules.
Nobody gets a special set of rules just because they have special connections or access.
We call that the legacy financial system.
And Web3 code is law.
If the smart contract says it, that's what the smart contract does.
And, you know, these are the consequences of your wallet choices.
and I feel bad and it's unfortunate that this happened with SecondFi.
There's a lot of things that have occurred here that, honestly speaking, are deeply distasteful
and should have never happened.
And Amerco seems to be deciding that they're going to recuse themselves and pull out of the ecosystem
or at least massively reduce their role.
That's what I was going to ask before we get into that, okay?
That's what I was going to kind of tiptoe around.
um and and you know just one step at a time type of thing is you know um you know a couple of and
you don't have to get in comment into this because you know the internet always wins type shit so if
you ever feel like you know it's non-constructive to what you know in the background just no don't
even just be like yo i don't want to talk about that shit until they resolve it or whatever right
um so you know there's a couple posts made been like hey they are um sort of recusing themselves
from being part of the pentad or at least what we kind of gathered um was that the the translation
and phil was like hey this translation uh kind of states something but at the same time and
it whatever but they're recusing themselves from the pentad and i and i'm like oh what was your
what is your i mean it may have been just like a japanese to english translation thing because in
english they said we're stepping away from the pentad in japanese they said we are stepping away
from being a cardano founding entity that's what i'm saying yeah um it's hard to say uh so
So there's three dimensions to this.
The first dimension is the immediate, what are you going to do about the real five, excuse
me, the second five people?
What are you going to do about those people and how you're going to take care of them?
Now, the problem is that there is an easy, happy path, and then there's a not so easy,
happy path.
And having lived the not so easy, happy path for more than 10 years, I unfortunately have
enough trauma to tell you the consequences of it.
Um, the easy path is what Phil and I have been working on with others, which is, you know, a, some form of recovery application.
The technical path.
Yeah, the white hat puts the money into that.
And then basically people redeem passively.
And, uh, you know, it's, it's, it's a smart contract.
It's non-custodial.
Huzzah.
Awesome.
The non-easy path is you've lost your keywords or the black cat got the money.
then the problem is that you can't prove that your money,
but the money is still in the custody of a Merco or the white hat,
or if they're one in the same.
Okay.
So that's a big fucking problem because how do you prove you were the owner
of that wallet?
You know,
what's the,
isn't this ironic Charles?
Isn't this fucking ironic?
This is the eight of us.
Now the eight of us are very different.
I never had that problem.
And the reason being is when the crowd sale was done by Attain in Japan, they forced everybody to KYC.
So we had their passports.
We had bank account information.
We had real-life human identity.
So if somebody came and said, I'm Mr. Ichi, and I bought this thing, we could go into the KYC profile.
There's 9,400-some people, and MWE and BDO audited that, and they meticulously went through and matched everything.
we could go through that and be like, yeah, okay, you did buy it on this date and this time and
these things. All right. You need to reconfirm your identity. You need to go through the entire
KYC pipeline again, and then give us an address and we can bend. Pretty straightforward, right?
Well, nobody who had these wallets went through KYC. So how do I know that's Hosky's wallet,
Esco's wallet, Phil's wallet, Mike's wallet? You just don't. You don't really know. And so
This is a real tough situation for that. They're in a difficult situation because people first did not consent to this mechanism. They technically could just sue EMURGO to try to get recourse or file a criminal complaint.
The other thing is that even if they do consent to this, what if they don't provide ample evidence?
And in Mergo's mind, they can't make that consideration.
Who is the decider and what is the governance structure for the unhappy past?
It's a deeper mess, dude.
Holy shit.
It's as bad as it gets.
And this is actually one of the reasons why Midnight Passport exists.
because what you can do with Midnight Passport is you can introduce the idea of verifying that
an account belongs to somebody, but not reveal it until a later date. So you can sign a wallet and
say, well, that's Phil's wallet or Esco's wallet. Only Phil or Esco could have signed that.
And so you can create a proof of ownership structure, but not reveal the identity.
So then if the wallet gets compromised, then you can come back later and prove that actually was
your wallet and only you could have signed that. And it has a property called non-reputability.
So this is one of many, many, many applications of Midnight Passport. And it's one of the reasons why real people want to have KYC or some form of human identity involved in cryptocurrencies. And I understand it and I know the value of it. I just think the risks outweigh the benefits. So you need a different identity primitive, which is why we've been working very carefully and closely on adding Midnight to the conversation because you get a selective disclosure regime.
And I think it's a fair compromise. But in lieu of that, it's just brutal to do this entire thing.
So the good news is the amount is relatively low. It's a few million dollars.
And the bad news is it's probably going to take about five years to 10 years to service that group of people.
And it's going to have to be done meticulously. And a lot of third parties are going to have to be used.
And it's basically a new aid of voucher.
Yeah, yeah. Then somebody can try and find them. Where's Monad, though?
I haven't seen him. I'm just trolling. I'm trolling, bro.
I don't think he said anything on this.
Exactly.
He only hates Charles Hoskins.
Everything I do is evil and wrong.
I'm the world's worst human being.
A hundred percent.
He screwed everybody.
But when these other things happen, it's never an issue.
Again, you can't win with the internet.
It's just not possible.
Let's outscrew a little bit.
I'm trying to invite Bruno up here.
Shout out to Bruno.
He's been joining the spaces recently.
He's CTO for Algo.
Algo Ram Foundation and stuff.
So I'm trying to have him come up here, you know, to just have a chat with you and everybody.
He used to work at Iowa.
I know that.
And I'm just trying to like, hey, yo, we're past the initial.
Which Bruno is this?
Do you see him down there?
He's in front of a boat with the sun on the horizon and shit.
He'll pull up.
Let's see if he can pull up.
But the whole thing is like at the beginning of the industry, you know, there's very cutthroat, one-to-one.
cardano ethereum solana this whatever everybody's like fine yo like now we're past that stage in the
you know blockchain industry that now is about providing products and services with undeniable
value propositions to the customer and it is it is not about like a very tribalistic approach as
it used to be so you know like now that i've been hosting spaces nowadays i'm just making sure
now it just is about you know the value prop of everything so and he's been been awesome and
pulling up lately and stuff.
So just trying to invite him up here and making sure.
I wasn't aware that Bruno's out there.
Is that Bruno Martins?
Yeah.
Oh, that's so cool.
Yeah, yeah.
He used to work for us back in the day.
Well, congratulations on the promotion, man.
Yeah, so it's fire.
I don't know how the hell he ended up coming up in here.
Man, he's bored or something.
But he talks about a lot.
You know, he still watches the community.
Apparently, Algorand has some, you know, they use similar key derivation.
And he was talking about last time there, you know, we have a common issue, which is
hardware wallet support and how hardware wallet sort of just like all the chains for like
if you're not Ethereum, they'll just like, OK, you have to pay me forever to do anything,
which isn't great.
super fire like hanging out with Phil and Micro and Lucas.
It's just like changed the entire dynamic of what before were like very degenerate meme
and NFT minting kind of spaces into very like tech oriented, solutions oriented, business
oriented spaces and stuff.
And it's far more enjoyable.
But yo, Bruno, what's up?
You got Charles up in here.
I saw you down there, so I figured I would just kind of shoot the shot, bro.
I'm dead.
Thanks, man.
I like to join, and I was not planning on speaking, but the Algorand guys don't do many spaces.
And I really like Cardano still, so I just like to join you guys.
Hey, Charles.
Long time to see you.
Good to see you again, man.
Long time.
Good to see you.
I was trying to remember when you left IO.
Was that like 2021, 2022?
Yes.
I remember you were with us for a while.
Yes, it was a bit ago.
But I still follow Cardano and I've been joining some of the spaces of the community
because there's a lot of synergy between the two ecosystems,
especially around crypto primitives and R&D.
We share a lot of things and it's very interesting to me to hear what everywhere else is doing.
And I think it's a tie that raises all boats if we align on something.
Well, remember John Woods went over too.
We have a saying like only the good IO engineers go to Al Grant.
We send them.
That's crazy.
I can confirm.
But no, actually, it's Al Grant's one of the good ones.
You know, there's a lot of wonderful ideas there.
Like Silvio was the guy who came up with using a VRF with the cryptographic certition and these other things.
And it's a legit, solid protocol, solid ecosystem.
The one thing that Algorand didn't do that always surprised me, because you guys had Craig Gentry working for you.
And I always got jealous over that because Craig is a hero of mine.
And he invented homomorphic encryption.
He was Dan Bonet's student.
And I figured for sure you guys were going to go heavy into lattices and do a lot of lattice-based crypto in Algorand.
And you did Falcon, which was on the hash side of the aisle.
But I just thought for sure there was going to be this major lattice play.
You guys were going to be the first to productize lattice-based folding.
And I was kind of sad that that didn't come in.
Well, we are.
So we have Chris Pycard, which I'm sure you know.
Yeah.
um i mean i don't know if i'd say he's probably one of the fathers of the whole
modern lattice space and we are putting a lot of work in falcon in particular and there's two
versions of falcon um that we're working on so one already there is falcon 1024
because we use account model so there's a half size which i think might be interesting for you
you guys because UTXO is a bit more efficient in that space.
You probably can live with Falcon 512 if you guys want.
I mean, this is another topic where for me, I just think it's a lot of synergy
between the two ecosystems.
And we're going to put a lot of work around lattices in Falcon
and the whole post-quantum sort of efforts.
So what you're saying is you're also working
on some sort of lattice solution?
Yes, Falcon is sort of
Lattice. There are other
schemes that we have been
looking at, but because, I mean, we have
we've been using Falcon for a long time
since 2022
I wasn't there, but there's state proofs
uses Falcon for
quite a long time
and now we're adding to actual
native accounts, so accounts and algorithm
will be authorized with
Falcon signatures
Yeah, and Falcon's really cool. I think NIST even brought you guys into the standards suite for it. We were looking at Falcon because we're working on Dan Bonet's paper and what's his face, this paper from Sharanath from Microsoft Research on lattice-based folding.
And we've been thinking really deeply and carefully about what is the ideal lattice-based scheme to optimize for folding and do embedded proofs.
And so it's kind of hard because you tend to have radically different cryptography and optimizations for the inner proof for the folding part versus the outer proof for the embedding part when you want to emit a proof and put it on the chain.
so we've been able to get the folding components to work really well and a big thing for me is can
i do this with like a new arithmetization where you use a tensor ccs and you're able to use cuda
to optimize that so you can just fall back on all the nvidia software and you get like these crazy
fast gpu optimized folding proofs but on the but we did look at falcon actually for a proof embedding
for the outer proof. And I think there's definitely some optimizations there. Talking with Dan
over at Stanford, he still thinks there's room for about another halving or quartering of the
proof sizes for lattice-based crypto. And that would be awesome because then you could start
talking about like 10 kilobyte, 20 kilobyte proofs, as opposed to these much larger proofs
that exist. The other thing that we've been talking about is like, should we just bite the
bullet and start talking about an actual end-to-end formal specification of some of the
mathematical problems that are underlying there, like module SIS and these things.
And so we've been having a lot of fun asking what level of formalization is possible.
One of the guys on our team that you may have met when you worked with us was Markov Kohlweiss.
And he worked at Microsoft Research for years, and he led the Everest project with a bunch
other guys. And that's where they were trying to do F-star formal verification of TLS and a lot of
the web crypto stack. And so they learned a huge amount from that. And I think with all the new
tooling that we've developed, there's actually a direct line of sight to do some pretty aggressive
formal engineering. And this is where I could see us working with you guys at Algorand. If
you're really serious, you say, hey, we think this is as good as it gets. And Chris is like,
I can't optimize this anymore. Then at that point, it may make sense to go and say, fuck it,
Let's go and do a reference implementation in a formally verified stack.
So you get really hardened crypto that's portable and you kind of have a multi institution library.
So you bring a bunch of crypto people together from various chains and we all go and highly optimize it and get it working really well.
And then we go over the NIST and be like, hey, make sure this stays in the standard suite so people can build ASICs for it.
inside the chips, just like they did AES and elliptic curve crypto and all these other things.
I'd forgotten that Falcon was lattice-based there for a second. I was thinking it was
hash-based. I was confusing you guys for Sphinx. Oh, no, we're not in that camp.
You're on the lattice side. I mean, yeah, because you guys have good cryptographers.
Ethereum doesn't. Let's go to hash-based crypto. You're like, okay, so you don't even have additive
homomorphism you have no good algebraic properties with this so you're going to be like post quantum
until you need to do something useful like a threshold signature or whatever and then you have
to build some sort of giant muguffin and that doesn't really work well and it doesn't scale
meanwhile lattice world it's algebraically richer than uh elliptic curves you can do everything with
it you know and you can do homomorphic encryption multi-party computation all this other stuff
so you have a universal crypto primitive so yeah so yeah many of you guys hire craig and chris and
these other guys, I just figured you guys were going to be like the leader in the space for
lattices. And I was kind of waiting for like an end to end lattice thesis of how we're going to
do lattice with VDFs and VRFs and do a post quantum VRF and lattices for signatures and
lattices for encryption and all this stuff. So then we just get on that and be like, hey,
can we throw some money and join a coalition and co-develop it with you guys?
Well, I don't know how much your crypto guys actually tell you everything, but we've met a
couple times and we've actually been talking about VRF so we actually
publicly announced our PQ roadmap and there will be so we have an idea for a
VRF for post-quantum VRF that will be useful for everybody Chris says might put
the paper early next year so I mean everything you said I agree with Charles
I think we should chat.
I chatted with Jesus and what's his name?
Inago?
Fergie.
Oh, Fergie.
No, I haven't speak with him.
Yes.
I spoke with him a couple of times and just to introduce the topic,
because I align with you, like we're doing work and that rises everybody's
boat.
So it's kind of like benefits everybody.
Well, you know, I talked about this with Silvio back at Milken and I think it
was 2022 and um you know because he was there i was there and we he's like yeah we should do a
post quantum vrf and we was always like one of those things we were going to get around to and
we never got around to it but uh now that you know there's uh the right people i i think the time has
come and uh what i would love to do see if we can do it as like an lfdt project because we're working
with the linux foundation i don't know if you know about the night stream project that we did
with the linux foundation but that's where we're doing all the lattice-based crypto so we implemented
did lattice fold and, you know, um, and we wrote it all in rust and we have a really beautiful
working implementation of it. And we've been building it as a consortia. So we're getting
like Stanford to come in and all these other guys to come in, be a lot of fun to see if we get
Algorand and just say, Hey, let's do a standard post-quantum VRF and then talk about the whole
stack. So all the underlying primitives that go into it, harden them, um, you know, get them to
be much more efficient, get a reference Rust implementation, and then a reference Agda or
Lean Blueprint for it. And then it becomes kind of a canonical library that everybody can use
because it just makes no sense to roll your own crypto and everybody builds their own implementation
in an age of Fable and Mythic and these new InfoSec tools, somebody's going to fuck it up.
And especially when you're dealing zero knowledge work, it's catastrophic, the bug. So to me,
It makes a lot of sense to bring a collection of people together and say, hey, you know, let's get this done.
And then it becomes a reference library that that everybody can use because the real magic is in the layer above that.
You know how you apply the crypto for your DAP and DeFi ecosystem, how you integrate it into your particular consensus algorithms and things like that.
And our interest is primarily on the lattice space folding side.
And we're also very interested in seeing if there's anything salvageable from the fully homomorphic encryption world, because they have all these incredible libraries that exist that they've worked on for like 10 or 15 years.
And the math is roughly the same. The libraries are roughly the same. There may be some translation point that we can pull in and then we get to reuse an enormous amount of code.
yeah
we're basing our
applied cryptolibs on the
original Falcon
team C implementation
with that said
there's some requirements that we have
and you guys probably have different requirements
that you want to do
we can chat about it because I do think
there's so much
things could align
not just on Falcon because we want
to be
we want to have
crypto agility as a property
of the system because these new schemes
they're maturing but we don't know the future
they can be
quantum resilient
but classical vulnerable
we don't know what can happen
so much so that things like TLS
use these hybrid
signature schemes now
but that's one
the other thing I was thinking the other day
that will be great to chat with you guys
is around the standards
that we are going to expect from things like the hardware wallets,
how to derive seeds, keep the same words and derive seeds
for these new crypto schemes.
There are certain things that are going to get lost.
I've been chatting with Chris about this.
That whole property of hardened versus soft derivation
that we do with the elliptic curves,
because we derive scalars down a tree,
With lattices, there's not a known path to do that.
And most people, we don't know what is the scheme is going to win.
So it's a bit early to put all the eggs in one basket.
But there's probably some agnostic derivation schemes that could benefit everybody.
And we are releasing native Falcon accounts, but we're kind of waiting.
we're not going to have hardware wallets because we don't want to roll out our own standard without
the line aligning with everybody else because then we'll there'll be no interoperability like
anybody moving from a wallet from ecosystem ecosystem will sort of be there's so much
friction it doesn't benefit anybody yeah i mean um the same properties that make uh lattices
resistant to a Shor's algorithm make it notoriously difficult, non-trivial to do
key derivation. So you gain a magical mathematical property, but then you give up something on the
other side. That said, I do believe that there's some work in the FHE world that could be ported
over to allow key derivation to exist in a slightly different way. And so the idea is that
you have an on-chain vending contract, and it's basically an FHE contract, and you trigger it
and then it generates a new key pair for you.
And so instead of having a direct derivation chain
where you go from 24 keywords,
you have some sort of chain of evidence
and then you're able to trigger like a generative box.
So we did look at that.
I looked at OpenFHE in particular
and I was trying to figure out like at what threshold,
what order of magnitude reduction
do these on-chain artifacts become pretty cost-effective to do?
And we're not quite there yet.
We need about another thousand X reduction of compute, but then we could start entertaining
that.
What's really nice is then your entire blockchain can actually hold a key.
So, you know, we run into this the Cardano treasury.
I don't know how deep you got when you're working with us on like SIP 1694 or any of
the Cardano stuff we were working on, but the treasury, you know, it's going to hold
third-party assets.
The challenge is that if the treasury was holding Bitcoin or other things, you can't
just put private keys on the blockchain itself.
So you need some sort of like control structure
or delegated authority for that.
But if you had an FHE box,
you could actually have the blockchain have control
and the access control for that is a governance action.
So people go and do a bunch of things
that happens within the on-chain enclave
and then the enclave generates a signature
or a key rotation or something like that.
And it doesn't ever require you to decrypt it
to facilitate that.
So this idea that a blockchain can hold a private key and it can be public, but private at the same time is like a super cool, interesting thing from FHE.
And that would completely resolve some of these other things like HD wallets or shared secrets or recovery phrases or other things like that without relying on something.
But again, you know, happy to take a look.
And, you know, and I know that we've been talking back and forth.
I wasn't aware that on your side, you guys actually want to do it.
we were waiting for kind of like a publication to come out because I figured if Chris or somebody
really was really serious that, you know, the guy's a monster. He publishes papers like crazy.
You'd go just, you know, write it down and say, okay, this is what we're going to do. And then
we look at it and say like, oh, okay, is this compatible? And if it is, hey, let's go and
let's figure out an implementation and do a bunch of work with that. But I tell you what, I'll fork
Falcon tonight, take a look, and I'm going to go talk to Nico or Quirius, who's doing the
implementation lead for a night stream and be a lot of fun to see if we can actually use the
outer proof as Falcon and what that looks like and what the size of it is. And it'll be really
cool to see if we can build a validation contract, a verification contract on midnight for that and
what that looks like. So I'll let you know. And it's great to see again. I always enjoy,
I've been in the space so long, like everybody has worked at IO at some point and they either
had a positive or negative experience, but we were like the rite of passage that you
have to get through for this type of work.
So it's always good to see an XIOG were floating around.
And congratulations on becoming the CTO of Algorand.
It's a phenomenal organization.
Stacey's great.
And that's a great cryptocurrency.
And we have a tremendous amount of respect for it here at Input Output.
Awesome.
Thanks so much, Charles.
And I enjoyed my time and I owe you a lot.
and it's all a lot of things to you as well.
I like Cardano.
I still like to touch base.
And if you want to speak with Chris, maybe,
and you want to talk crypto
and see if there is alignment somewhere,
happy to set something up
and get you in front of Chris
and discuss ideas.
And yeah.
Hey, I just sent you a message over Slack.
You may be still in our Slack in one of the shared channels that we have from DREC.
Can you see if you got the PM for me?
Oh, yeah.
I got it.
Oh, okay.
All right.
So you're already in my contact.
Awesome.
Yeah.
All right.
We'll talk offline.
Now, this is fire.
Yeah.
We're in the stage where the crypto space itself is unifying and finding solutions that
are synergistic and interoperable to everything you know this is awesome to be honest like to me
I've been kind of crying out loud that you know divided leadership leads to divided communities
and in the silos and everything and you know Bruno up in here from algo Charles we got Alex
from CF you know every dude like it's up it's about the collective effort dude and even though
I talk a lot of shit on the internet, bro.
You know, like, I got to instigate people.
I got to instigate people to get certain conversations going.
This is fire.
But, yo, Alex, you've been, I know you just came up and stuff.
We were yapping about several other things regarding Second Cry and blah, blah,
earlier, and then Bruno came up.
They also chatted about shit that I have no idea.
What the hell?
They were just talking about elliptic curves and holy shit.
I'm the facilitator of the situation, but how are you doing, dude?
I'm doing good, man.
I came into the space just because I finished packing most of my apartment into boxes.
About to move.
And then I just see a whole bunch of peeps in here, Phil, Charles.
I'm like, who's Bruno?
And I click.
It's like, oh, this is the CDO of Algorand Foundation.
It's pretty awesome.
I didn't understand a lot of the deep crypto stuff myself.
I do know homomorphic encryption is pretty cool
in the sense that you have two data sets
that speak to each other without revealing information.
But that's pretty much it.
But doing good.
We've got a second heat wave hitting us in Europe right now.
You're taking off. Where are you going?
Just to the other side of the city.
I'm dead.
um uh you know i see that the the orion fund thing i know you know charles aware of it you're aware
of obviously the orion funds um submissions i'm gonna try and keep the conversation going obviously
um the orion fund submissions just kind of are closed today and uh that's pretty cool considering
that it's kind of it was a very big ask shout out to samiz known him for a long time and uh
So how do you feel about that? How do you guys feel about that, Charles, about Orion Fund and the processes that it's about to lead into investment into Cardano Ventures?
Well, I mean, I'm like Dr. Hibbert, you know, I was like, after I own 5% of the steakhouse,
I have no problem with it. Now that it's approved, right? I'm on the other side where
obviously IO Ventures are going to go and talk to them and say, hey, we're probably the most
likely to succeed because of our pedigree legacy and the things that...
Merit, merit, pure merit base.
Yeah. And so it probably makes sense to us to be the anchor investment for a collection of
things like Pogan, for example, is going up for fundraising. And I think that's a foregone
conclusion that that's going to work. I really, it would be who the Ryan to get five or 10
investments in their anchor portfolio that showcase the best of Cardano and the innovations
of Cardano. Even if they're token investments, it's just, you gotta, whenever you start a new
fund, you really gotta say, Hey, what's this fund about? Like in C fund, the VC that I set up,
You know, our largest investment actually ended up being not even in cryptocurrency.
You know what company it was?
No, it's not.
It was Colossal, the company that brought back the Willie Mammoth.
You know, it's well working on bringing back the Willie Mammoth.
It's brought back the dire wolf and everything.
We got in at like a crazy valuation.
Now it's worth $12 billion, the company.
So, you know, we had this like amazing portfolio where all of our non-crypto stuff did incredibly
well.
like my immortal is another company and the biotechnology world and and then the woolly mammoth
company so so you got to get some anchor investments and it would be nice if those
anchor investments were actually cardano related and they have strong reasons why they have to stay
in the cardano ecosystem one of the most disheartening things when you do a cryptocurrency
investment is they say oh we're going multi-chain and then you wake up and like 90 of the app has
moved over to a different ecosystem. So you're the Cardano fund, but then you've put the money
somewhere else, right? That's a problem. So I think Orion needs to build that initial portfolio,
make sure the people that they build in are anchored to Cardano in some way beyond just
some money. They have a philosophical alignment or a brand and reputation alignment where they
really can't pivot. And then when you have that nice anchor portfolio, then if the portfolio
succeeds, then you remove the stigma. The number one VC problem we have in Cardano right now is
if you go to Valley, they're like, oh, why would you build on Cardano? That's like a waste of an
ecosystem. There's nothing there. There's nothing going on. No one succeeded from Cardano.
So Midnight helps move the conversation a little bit. But then they say, well,
it's successful despite Cardano because Charles put money into it and he's putting his own bank
roll into it, but a normal venture can't succeed. So you need about three to five breakthroughs
that are diverse in terms of the strategy, the founding team and other things. And they all have
to reach unicorn status and get to about a billion dollar valuation. And then they have to be
differentiated, meaning they do something unique, new and different from where from just the core
resident debt row. So you like Pogan brings Bitcoin DeFi. Oh, OK. All the UTXO guys are
getting together and they're doing DeFi together. Okay. Yeah. That kind of makes sense. RealFi is
like a microfinance play and all the yield comes from outside of the cryptocurrency space.
So if we're in a bear market, it's a great bear market product and it has a bank beyond bank
lens. And that feels a little different than other things that have come before. So, you know,
you have different stories and narrative and they succeed in different economic conditions.
So if you build a portfolio like that out, then you have a pretty good possibility of,
of changing the narrative over the horizon.
The other thing that needs to be done, and I will talk to the Orion guys about this,
but IO, we opened up the office in Argentina, and that's been an overwhelming success.
Just actually yesterday, Jeremy Alari from Circle invited our people from our Argentina
office to hang out with them.
The Argentina team spent time with the Circle team, and JJ's going to talk to their commercial
lead now.
That's just the dividends you get from having that footprint.
But Argentina is way off the beaten path.
It's not part of the VC chain.
So really the big four in America are Miami, Austin, New York City, and Silicon Valley.
It would be nice to see if we can get a footprint like the footprint we have in Argentina in
one or more of those jurisdictions, because then you have a place to park EIRs.
You have a place to do hackathons on a rolling basis.
You have a place to do workshops and showcase.
And you just have like, if you're a Cardano builder, you get to use this office.
You get to come on in. It doesn't cost a lot. And it has a massive brand builder for that because you go from the, oh, they were hot in 2021 and they reached a hundred dollar, a billion dollar valuation. And then they were also ran to actually there's still stuff going on and it's still a viable ecosystem. And look at all this cool and interesting stuff that people are building.
The other thing is you always have a place to broadcast stuff from.
Like every two weeks we do a workshop presentation and usually a cross-chain event in the Argentina office.
We've had, I think, 20 events in that office.
There's somewhere around there.
And if you look at all the logos of people we work with, some are big companies, some are other cryptocurrencies like Solana, Avalanche, and so forth.
And some are Cardano native.
But we were able to bring all that together.
So these are some of the things that right off the top of my head, I think are fast follows to the proposal of kind of a strategy of how we can syndicate some things and a strategy of how they're going to get an anchor portfolio.
And then what I'd like to see is for them to take a step up and have a real conversation about what is the long term path to change the brand and perception of Cardano.
As EMURGO steps back, there's now a commercial vacancy.
That's kind of a good thing because it gives us a fresh blood to look at the same problem.
But we have to be intellectually honest about where the perception is at and where we want
the perception to go.
And so if we can consolidate a strategy together, we can put some real money behind it.
And within one or two cycles, we should be able to completely resolve that.
Because the technology is here.
If I can validate a GROTH 16 proof on Cardano efficiently, if I can scale extended UTXO
and do tons of concurrent things and have two, 300 events in one transaction, if I have
LAOS come and we can do two to 500 transactions per second, we have direct line of sight,
we have fast finality coming in a fast follow with Paris and the partner chain's paradigm
is turning on and on-chain governance just about to go through its second major iteration
we don't have a technology problem or a devx problem anymore that's done it's here it works
we now have a distribution distribution distribution that's that's the world that
orion lives in okay they're not going to go figure out starstream and get like agents working on
cardano they're not going to do that but what they will do is they will help be part of the
conversation to solve that perception problem and let us basically know, hey, let's be honest here.
What do we need to fix? And they're the new guys. And so they're not connected to the past.
They don't have any ego about it. They're not responsible for it. So they're in a very unique
position to kind of say, OK, objectively speaking, these are the kinds of things you need to correct.
And then what we can do is have a conversation at the Pentad level and when executive function
comes at that level and be honest about, you know, what are we prepared to do to fix that problem?
A hundred percent. Cardano suffers from distribution and distribution is non-adversarial, non-tribalistic when it comes to the products and services that are to be put out to consumers, right?
Through incentivized marketing funnels and aligning incentives to conversion and all type of stuff.
Bob, Alex.
But Alex, I was going to say, I really want to hear what you have.
Yeah, Alex had his hand up.
Yeah, yeah.
Go ahead, Alex.
Well, I mean, he's old on the other side of it.
they were pivotal in putting this whole thing together 100 100 that's why i'm like super pumped
okay hold on i gotta i gotta say it's like i'm super pumped that we got charles up in here
alex you know we got all these mfs from all these other things this is what's really important guys
you know we hold spaces we we converge with each other on a degenerate type of fucking space but
it's really cool when you got the validation from you know the the people at the top and i'm gonna
to call you that because that's exactly it we look up to you guys so anyway go ahead alex
yeah so charles said a bunch of things but i think one thing i took away is carlano needs
an ecosystem support for ventures to thrive on the within like you know transactions on chain
economic value to them as a firm and then just general kind of bringing in liquidity and
drawing people in and keeping them here because of the tech,
because they can do things here with Cardano stuff
that they can't do elsewhere.
That is the ultimate moat, I guess.
And so the cool thing with Draper, and it's funny that it's called Orion,
is it's kind of, in a way, it has the opportunity to be the center
of venture building in Cardano, where you have the Orion Fund,
you have Commeda Labs, which is a venture studio,
So you have obviously Draper Dragon with a deployable fund,
Draper University with its hackathons,
its incubations in Silicon Valley and things like that.
And the cool thing is because Cardano is decentralized
and has on-chain governance,
it can actually organize itself as a market,
as an attractive place to do business,
not only for dApps or whatever, but to actually just make money
and to use the chain for what it's worth.
And so the cool thing is you could probably plug more regional
or more thematic types of players into this universe, right?
So you still have a bunch of VCs deploying on Cardano.
People are looking at Cardano because of potential follow-on investments
with the fact that a vehicle like Draper and Orion specifically
can crowd an investment, right?
So there's that $5 billion of external LPs
that they're looking to bring on as part of the proposal.
And we're generally getting positive signals from other VCs
that see this and are interested and are curious to see
how they can work with us, different players in the ecosystem,
and find ways to service builders in specific verticals,
whether this be RWA, Bitcoin DeFi, enterprise stuff,
or whether this be purely regional or local.
And places where we already have a presence, we should use these.
Solana Super Teams has done this super, super well.
That's how Techstars operates, where they open up cities
and bring communities of builders together.
So Cardano really has an awesome opportunity right now. I'm pretty hyped to see how we can organize ourselves in terms of domains, right? We have, to some extent, covered a domain of venture acceleration in the ecosystem with Orion.
When you look at alpha growth, that's clearly looking at bringing in some form of domain expertise when it comes to DeFi and liquidity deployment.
And we can find these domains and kind of delineate them within the ecosystem.
I don't know, bubbles, so to speak, that you can bring together.
Whether this be infrastructure, tooling, whatever, you can see who is doing the work in these places.
We can get organized in this way.
and we can flip that switch on pretty quickly
because we have on-chain governance
and a structure to how we do this
and we can actually figure out
what Ethereum has started to figure out
after more than 10 years
where you're seeing the Ethereum Foundation
and spin-offs and things like that
organize around things like other labs
Ethereum Institutional, etc.
I think I've seen like four or five
say domain breakaways
that kind of serve as an executive function
or are going to try to serve as an executive function on Ethereum.
The cool thing is that took them 10 years
and they're doing this in a haphazard way
with no on-chain governance,
no community determining where the Ethereum Foundation spends its money.
Whereas what we have is an on-chain government,
clear rules, a treasury,
and the ability to organize ourselves into domains.
So that's what I'm pretty keen in seeing is teams collaborating and ensuring that they can serve as a particular part of Cardano's digital economy.
And we can replicate Orion in many different places, but we can replicate that type of function for various domains.
And that's pretty cool to think that we could probably get this done within the year and set sail in 2027, organized and ready to kind of allocate capital in the right domains for the right things and the right amounts.
Whether adoption related things or maintenance or purely governance spend, right?
Like, do we actually know how much the cost of governance is and could or should be?
so looking at Cardano's digital economy
and I think we can actually do this
so pretty excited
and Draper's got some really cool stuff
cooking
I was pretty pumped to see the announcement
from the foundation
Emergo and Intersect about
CF taking
taking on the
token 2049
presence and also seeing that
there'll be something with
Draper and Bitcoin in Singapore
So I think the year is looking quite good despite the market conditions.
Yeah, and actually the other wild card is alpha growth.
If we can get some form of relationship and pull these guys in.
Because somebody has to worry about how do we get new stuff and get that stuff to be timely, relevant, and do interesting things.
Somebody has to worry about how do we accelerate the stuff that we have and get them basically integrated into the broader DeFi world.
You know, and the first step Pentad was just let's get the wiring done because we were badly missing things like Circle and Layer Zero and Oracle.
Oracle.
Yeah, man, it was tough.
I'm not going to lie.
It was tough.
And we got that done.
I mean, the issue is the space is quite userous.
And so getting it done at the right price is the challenge.
And I think we did the best with what we had.
And, you know, a lot of superheroes stepped up in that process.
It was an all hands process.
It was not by means one company.
It was a lot of people had to work together and make that happen.
And that was awesome.
But that then unlocks the next stage, which is how does Cardano DeFi differentiate itself,
become something new, distinct and interesting above and beyond what Solana has done and
what Ethereum has done.
If it's just a copy paste, it's a race to the bottom.
uh so you have to pay for mercenary tvl the minute that somebody else is a slightly better deal
you know all the volume just collapses so you need something else there so uh you having
these two firms like the draper ecosystem but then stuff like alpha growth as well
you start having a much more holistic conversation end to end about what is required for these things
to get where they need to go and on io you know kind of what we're doing is we're moving towards
a venture studio model and we've been doing that for a long time but now it's the last year where
we're finally there and you know the haskell node next year is going to be in different hands there's
a whole spin out process over the next nine months to do that so while we're still going to do science
stuff at ior and arc and build prototypes and participate blueprint you now have a collection
of node builders that are in different hands so we're going to be building ventures realfine
and Pogan and Midnight are the three ones
of Fast Fall is Midnight City,
but we have a lot of ventures.
And every year I'd like to do two or three.
So talk about commercializing the platform
and bringing users in,
that's what we're doing here at Input Output now.
So we need partners like Draper and Alpha Growth
and others to come in and kind of pair with what we do.
And I honestly believe that, you know,
that those partners would then be able
to help us accelerate that.
And, you know, we don't need a lot of wins.
We just need about, I'd say, three to five.
And then we'll be in a position where basically Cardano has enough growth that people organically
say, hey, you know, Cardano is exciting and different.
I really like what these guys are doing because there's some things here that you can't buy
or replicate.
You can't buy the decentralized governance or replicate that.
You can't buy extended UTXO or Ouroboros or other things and the legacy and the 24-7 up
time or the last 10 years or the history of what we've done, these are things you earn through
years and years and years of merit. And so if you pair that with a healthy DeFi ecosystem,
it's an obvious bet, hey, we need to go and be part of this. And I liken it to Anthropic versus
OpenAI. Anthropic, from the very beginning, they had a rigid philosophy about how AI should be
constructed. And they followed that rigid philosophy. And now all these other people,
like OpenAI and Grok and Gemini, they were chasing a bouncy ball and rapidly swipping.
And then there was like the Sam Altman gets fired and then rehired and then Ilya Susquevore leaves.
And there's all this poaching going on. Meanwhile, Anthropic just does what they do.
And they said, this is the vision. This is the mission. And little by little, every release,
they started catching up. And then it got to a point where they outclassed a company that was
10 times their size and 10 times their value. And now actually they're the most valuable AI company
and their models are well ahead of everybody. So there's something to be said about having a
principles-based approach. And by the way, they were the guys who created the AI constitution.
We have a constitution, right? So there's some overlap there with these types of things that a
principle-based approach makes a lot of sense. And Cardano has that legacy and you can't buy that
legacy. It's not replicatable. Vitalik can go to UTXO and it's not going to change anything.
Cardano is here. And in the fact that we're starting to learn how to get efficient and effective in addition to integrity preserving means that the hockey stick will kick off.
We just need three to five wins to bootstrap it. We can get those in 2027, which I believe Real Five Poga to Midnight will be three of them.
That's a huge step forward. We need two more, I'd say. And maybe it's strike. Maybe it's fluid. Maybe it's liquid.
you know, who knows what it's going to be, but one of these guys is going to get to a billion
and they're going to get some traction. And then Cardano is going to be a beautiful platform
end to end, especially in a post-Leo's world.
And also just to like chime right in here before Alex replies,
I think also at the helm, you know,
the gentleman's agreement of communicating
with each other when it comes to what is the outmost
benefit pursuit to the ecosystem, right?
You know, IOG, CF, Amerigo, you know, the entities at the top at any given time.
It's like, hey, we don't need your approval, but, you know, we're living in the same neighborhood.
We're paying to the same OHA or whatever.
And it's just like a conversation always.
Go ahead, sorry.
You got to understand that, especially with respect to the CFIO relationship, one of the
things that we've mastered, which is uncommon in political discourse or business discourse,
but it's actually common in the Fortune 500, is we can be extremely aggressive and have strong
opinions about things and be adversarial in certain respects on certain things. As you know,
I definitely have very strong opinions. 100%. We all...
But that's bulk-headed to a particular topic.
But then on other topics like the Pentad or things going on with Draper or other things like that,
you can actually see eye to eye and there's productive dialogue that's going on.
Politics is training us to hate each other universally.
So I disagree with you somewhere, so I have to hate you for everything and disagree with you for everything.
But you've got to understand something.
In the business world...
It's compartmentalized.
Samsung and Apple are currently in patent infringement lawsuits, and they're fighting each other, and they're having a brutal bare-knuckles brawl.
But at the same time, Samsung makes memory for the audience.
And they got technology and hardware that their competitors use.
Yeah, think about that.
It's like so foreign.
You're, on one hand, suing a company.
On the other hand, you're also working with that company, and they have early access to the iPhone, and they get to make memory.
Joint earnings and everything.
Yeah.
No, 100%.
That's kind of the relationship there.
And it is what it is, but it's the nature of decentralization.
And if you're going to be an adult and be a mature person, you have to be able and willing to have a relationship like that.
You're never going to agree with people on everything.
And some things are deeply philosophical.
And it is what it is.
And some people take it.
No, I agree.
And the reason why I bring this up, Charles.
It doesn't do anything good to the ecosystem, though, to make that a universal.
and things like the pentad things like how to commercialize things like the conferences
like what's going on token 2049 we're going to be right there and those are areas where we can
easily collaborate and people are excited to collaborate i'm glad that you brought this up
charles because this is they make fun of me for saying certain things like because i got my own
little business whatever yeah and it's like you're compartmentalizing i went to school for
engineering you know the problem solved blah blah blah you know and the internet doesn't
compartmentalize shit the internet ain't looking to problem solve the internet is looking to
engagement farm and so on so i'm really glad that you brought up that um in the comparison of like
samsung and sony or samsung and apple or something that even though they're like in lawsuits and have
their differences, they still have hardware that are, you know, earning revenue to both companies.
And it's because it's business. So, you know, I hope that this space for who's listening or in
the future or whatever, it's like, hey, you don't have to be aligned 1000%. It's the North Star in
the vision that everybody has to align with, regardless of the microcosm differences that
are in between that are compartmentalized to not uh express themselves out to like the social sphere
in which then it becomes like hey you you literally are throwing your your uh dirty laundry on the
front street and then you're trying to ask me to not make fun of you because there was a poop stain
on your on the underwear you know what i mean like like a lot of this stuff is so socially inclined
right now that's another reason why i want to move the dialogue into a non-public channel like
x and move it into a cardano only channel where you have to prove your ada holder and there's an
organized process to have a conversation because you just the problem is that when conversations
become grandstanding then the goal self-sabotaging well the goals have changed you know it's it's
like okay my job is performative theater where i have to show that i am the maximal supporter of
this position other than it's not my job to go make a deal or compromise or agree on a vision
and an outcome. So when you look at modern politics, everything's about winning and everything's
about your side being right and the other side being wrong. Nothing is about an outcome. Nope.
No Democrats and Republicans come together and say, how do we make America's GDP grow 5% per year?
That's the outcome we want. They don't do that. We, the American people would like it.
It comes about Republicans and Democrats and then their bipartisan shit.
So if you have a platform that they promote the controversy, the outrage, the rage baiting, the differences amongst people, the platform works against your ability to converge to a proper conversation.
Now, the debate's going to be probably less of let's move from X to something else.
And it's going to be more of, well, what is that something else?
and what properties and characteristics does it have
and what level of openness does it have
and how is it regulated and what's the oversight structure?
And again, there's going to be disagreements
about these things.
I've been approaching it from the position of pragmatism.
You know, with Midnight,
we have 49,000 people in our Discord.
We've built a lot of tooling for it.
We're starting to now take that tooling
and compare it to Guild XYZ and Collab.land
and these other things from the Ethereum ecosystem.
And I'm trying to figure out what can I put into play
over the next three to six months to get on the road running.
And it works on your phone.
It works on your desktop.
It's securable.
And then we can have a well-regulated conversation
because we have a job to do,
just like we did with the original constitution.
We have to have a legitimate conversation
about if and when to put in executive function into Cardano.
And should it exist in this kind of pseudo-federated way
or should it be more formalized?
And people are like,
oh, well, the pseudo-federated way is really nice.
The problem is, guys, that you can gain that.
Not a lot of people have to privately get together behind the scenes to have an enormous
amount of influence over governance, both in soft and hard power.
At the very least, they can create a reality where you'll never get funded.
And so if people know that if they vote against or piss off a small group of people and they'll
never get funded, those group of people become beyond reproach and untouchable, which was
never the intent of decentralization.
So by having an explicit executive function, you actually get around that because you at
least have some democratic consent into the people that are running things as opposed
to an oligarchy that actually runs things behind the scenes and gives you the illusion
of democracy.
So the point of a structured conversation is for us to have an honest conversation about
how decentralized really are we and where are these power structures and where has governance
been very good for us and where has governance been actually quite a liability.
The other thing is then it allows you to start introducing the idea of some areas where you
have private voting.
You know, we're starting to do this in the midnight ecosystem where we're reporting some
of four into midnight.
We've been having some conversations about anonymous voting, but the idea is that if
you're voting a certain way and you're afraid of retribution or being bullied if you vote
that particular way, then what ends up happening is either you just don't participate at all
or you only participate when it's self-interest.
you know, it benefits you. So you create these reciprocal, you know, quid pro quo style voting
patterns, which were very common in patronage back in the 19th century in America, like the Tammany
Hall type of stuff. And that doesn't work very well at all. And we see a little bit of that,
more than we care to admit currently in cardinal governance. And, you know, why should we be any
different if the political process is kind of evolving the same way? But instead of having to
wait a century to clean it up, we can clean it up in one or two constitutional updates and some
better technology in certain areas and different social processes. So a big thing I'm going to be
working on is this political party getting a lot of delegation and then trying to steer the
conversation to a channel where we can have an adult conversation like we did with the Constitution
about what the updates need to be. And then once we get some convergence there,
go get those things done. And then I think the next budget process and everything thereafter
will be a heck of a lot easier to get through and a lot more fun, to be honest, to get through.
The last point about this is also it'll be easier for us to separate time horizons.
The problem with the budget is everything has cascaded together.
So when you look at an Orion deal, that's like a three to five year gig.
You know, there's a lot of setup.
There's a lot of things that have to be put together.
They're going to start deploying capital, but it's not going to get good for 24, 36
months at the very least because it takes time for these things to cook and bake.
When you look at things like the Token 2049 conference, like the Cardano Foundation tried
to do it later with the takeover, that is an event. It's near horizon. It's a few months away.
Both of these live in the same decision space and infrastructure. They shouldn't. They're very
different things. Things like the conference are attached to a broader strategy and it's
It's an execution point of a campaign for a broader strategy.
So then that strategy has to be set.
It's a multi-year strategy.
It has specific outcomes and goals that have measurable KPIs.
And then we're making a decision on a quarter-by-quarter basis of what is the most efficient use of capital.
Other things are you plant it, but it takes a few years for the tree to grow.
So research is much like this, and venture capital is much like this.
So at IOR, quantum resistance, something we care about.
uh bruno was just in here i will talk offline but we could form a coalition with algarand and
you know stanford and a dozen others and come up with this beautiful multi-year post-quantum
strategy well that's not going to bear fruit until like 2030 but when it does it's like
or boris leos it's a very powerful thing and it works beautifully for us right um so uh so you
have to have in your decision space the ability to accommodate these types of things as well
it's really hard to do that without a formal executive function.
Direct democracy doesn't work very well for that because the people won't be around.
If you change out your leadership set very frequently, people will have voted for something
where they're not even around to see it being implemented or any of these things, or even
understand why that decision was taken.
Whereas when you have executive function, you get some continuity and consistency, and
institutions can carry that through, through a multi-year roadmap.
Like, look at I.O.
We've just always been here.
You know, we've been here since the beginning, so we know everything, not because we're geniuses,
but because of experience.
If you come and say, hey, there's this thing that happened in Cardano back in 2018, I'm
able to go pull up my emails or my Slack and my Roled, and I just look through it.
I say, oh, yeah, yeah, okay.
Just like I was talking to Bruno.
So what's the first thing I did?
I searched my Slack, and I found that Bruno's still in the Slack.
So I'm able to send Bruno a message, right?
But he hasn't worked for me for like five years.
So that's the value of an institution because the institution's stability means that you have institutional knowledge and that is required for long arc things and stability and consistency.
If a person's investing or building, they need both those functions.
If I'm betting my business on your protocol, I can't take the risk that your protocol is going to be gone in two years.
And I can't take the risk that you're going to change radically the way that the protocol works in two years time.
There has to be a consistency and a stability behind that before I consider that to be a
reasonable thing to put billions of dollars into.
So what creates the consistency is executive function in longstanding institutions and
a predictability about how the governance operates and what things do.
And when you do make big controversial changes, they're made with a considerate deliberation
as opposed to just a spur of the moment thing.
Otherwise, the whole thing just basically falls apart and people start questioning the
ecosystem as a whole.
I think just the willingness to cooperate and work together on things that ultimately
make standards that lead to interoperability, it's just fire all together.
Today's amazing.
Just from a space host, you know, little website thing, to have you guys all up here and chat
it up and all this insightful shit is fire.
is it cool if I like open the stage
for people to ask you questions
Charles and Alex and Phil and
Micro and all the engineers up here
alright go ahead Alpha
what's up Esco how you doing
hey Phil Charles nice to see you again
I
briefly
wanted to
make some points
connected to what Alex was talking about
and also the things you have been talking about so far, Charles,
regarding infrastructure, the set of tools, foundational utilities
and whatnot that makes Cardano a robust technology
for a vast amount of solutions to be built on top of it.
And I've been here for a very long time.
I've been here since 2021.
Been in a couple of spaces with you, Charles.
And I remember back in 2023, we were in a space
and we were talking about the necessary things
that I think we're still running Intersect.
It was in its deployment phase thereabout.
Maybe 2023 or 2024.
I think it's 2024.
And I mentioned something there,
which I think it's in that space,
which I think it is very important.
And I don't think we talk about it enough as an ecosystem.
I mean, deploying the necessary environment and bringing in the right people for DeFi liquidity deployment, all that is good.
although we have a vast other domains besides DeFi
that I think Cardano would provide much value to.
The gaming industry is one of it, and so many more.
If I don't think...
Sorry, I think if we do not spend just as much energy, time, and resources
on actually attracting people into the ecosystem
to explore and utilize these vast resources
and utilities that we have built
to create incredible things in a vast majority of domains,
we will move forward as an ecosystem.
them. And what that, in my opinion, means is we have to invest heavily on proper marketing
for Cardano, in my opinion. All these beautiful things that we talk about...
Do you have a question or do you have a whole rant? Respectfully.
No, no, it's not a wrong one.
It's just an opinion in my opinion.
Oh, absolutely.
I'll wrap it up very soon.
Yeah, I just need...
Charles, you can speak about this or whoever, I don't know.
I just think that if we do not invest heavily in structured marketing
and actually getting people across different nationalities,
communities to see and explore these resources
and what value they provide to bringing us to a truly decentralized web,
we would continue to speak about all these things without much progress.
Let me ask you some questions.
That's all I have.
I'm going to elucidate a point here.
I hear the marketing thing all the time, and I agree.
There needs to be marketing, but the devil's in the details.
What's more important to you, the TVL of Cardano
or the amount of transactions per block that Cardano has?
I'm just going to ask you a series of either or questions.
The answers don't matter too much.
I'm just trying to get to a point.
So which one is more important to you?
Sorry, I'm coming in.
TVL or how many transactions we have each block?
I think I'll say TVL.
Or what about this?
the amount of dApps that are deployed or the value of the top five dApps?
Value, in my opinion.
The amount of nodes involved in running the network or the transactions per second rate.
The amount of nodes, because that brings decentralization, which I value.
The amount of nodes, independent node implementations, or the size of the main node implementation and how many organizations.
In other words, is there 10 companies working on one code base and they're all independent and they have balanced governance, or there are three independent companies working on three independent code bases?
Which one do you think is better?
Sorry, I don't understand the question.
So let's say the Haskell node, we wake up tomorrow, and instead of I.O. being the big company, there's 10 independent companies that are maintaining that.
And so there's 10 companies working on one code base versus what's been pushed right now where we have a Go node with Blink and the Amaro node that's in Rust.
Which one do you think is better for the ecosystem?
I think having a diverse amount of nodes across different technologies is good.
So here's the point.
Because that would attract builders with different backgrounds in technology.
TypeScript, Rust, Haskell.
There are legitimate differences of opinions on every one of these topics and more.
And if you ask Twitter, the only thing they care about is CoinMarketCap.
Where are you at?
What's the token price?
So there's legitimate differences, opinion, all these things.
So when people say marketing, marketing, marketing, what they're actually saying is there's a
particular set of answers to a particular set of questions that I have in my head, and
I want somebody to go and broadcast that.
What they're not saying is marketing for this specific feature or this specific thing, and
there's community-wide consensus on it.
So the first thing you do before you can have effective marketing is there has to be community-wide consensus on what are the core KPIs that matter to Cardano.
And where are we?
And where are we going?
And why are we going to get there?
So I run a venture studio.
And one of the things I tell everybody in my venture studio who wants to be a CEO for me is I say, okay, there's two things you have to do if you're going to survive as a CEO for me in my venture studio.
One, collective delusion. You have to be able to convince people that whatever you're doing, you're the best person in the world for it, and you're somehow going to win.
So there's 20-something-year-old Charles Hoskinson who doesn't speak Japanese and had never been to Japan.
I was able to convince people, even though I had no money, that somehow I was going to raise a bunch of money in Japan and build this thing called Cardano.
And they're like, please go ahead and take a job with me. It was a lot harder back in 2015, but I was pretty good at the delusion thing.
And every great CEO is the second thing and more pertinent to this conversation
is the ability to start with the end in mind.
So what do I tell my ventures?
I say, pretend three years in the future that you have just closed
a hundred million dollar, a billion dollar valuation round.
Then work your way backwards to the set of milestones you had to go through
and a set of KPIs you had to satisfy to make that outcome happen.
So then we're working with an end in mind.
I said, all right, I'm going to give you the first two milestones on my dime.
Then after that, we got to figure out every other one of them.
But you got to build a team, build a vision and all this other stuff.
And that has to pass muster.
So let's look to the future.
OK, so let's say we all agree on a set of KPIs in Cardano and we all agree with an outcome.
So I can change the questions I ask you.
So I say, OK, Alpha, you have a magic wand and you can look to the future.
The year is July 14th, 2029.
what would be an ideal outcome for cardano what are your top three things the top five things
that if we achieve those things we made it so it's an open question uh what do you think
those top three or five things would be
uh the first one would be um scale uh scaling um having more um transactions being settled
per second. I know I initially said TVL, but I don't want to go down the rabbit hole on why I
said that, but I think that's important. Also, other third-party integrations that allow builders
build robust technologies like oracles and whatnot um what else uh there's a detail that
comes to the top of my head i mean there's more yeah you can see how that starts to get a little
difficult because escos and phil and micro and alex they're going to probably say slightly
different things so you need to use governance and what you need to do is you need to first
lock that in with some form of community consensus. Then what marketing is about is doing two things.
First, marketing is convincing you that these are the things that matter and other things don't
matter. So what that vision is, whatever you've just said, is the single most important thing in
the cryptocurrency space. The second thing is convincing people that our strategy to get there
is going to be awesome. That's how you do it. So you say, okay, when Steve Jobs came out with the
iPhone. He said, in three years time, this is how everybody's going to be using a computer.
We use it with their fingers. They're going to have it in their phone. They're going to carry
it with them everywhere. It's the ultimate mobile computer. And here's how we get there. And here's
our vision. And then everybody bought into it and they all bought the iPhone and created the mobile
revolution. Right. So, so that's what Mark great marketing is. Otherwise you get into me too
syndrome. We also do high TPS. We also have smart contracts. We also have this. And you're like,
yeah, okay. And then you're like the Zoom to the iPod. You're just an also ran and there's nothing
really differentiating you from the pack. You win by having a compelling, interesting,
differentiated vision saying that that vision will take time to achieve and then convincing people
that you have a roadmap to get there. And there's something unique and special about this project
that is different from the rest of the projects to get there. If you give that to a marketing agency,
10 out of 10 times, they can make a beautiful campaign. They can package it for social media.
They can create shareables. They can get people excited about it. And then a lot of people come
together and they say, yeah, I joined because I really believed in that vision. So what did I do
in the beginning? I said, hey, this is going to be the chain that banks the unbanked. This is going
to be the chain that decentralization is built into the technology itself. The longer it runs,
the more decentralized it gets naturally. This is going to be the chain that embraces science
and formal methods. So, you know, that chain is going to have those properties at its core.
And you're going to thank me in 10 years time when everybody else is getting hacked
and vibe coded to death. And we're relatively resistant to it. Those were visions 10 years ago,
and they've been mostly realized, or we're in the process of realizing them. And when you go back to
those roots, people get very excited about it because then it's not about these things where
it's very controversial or very blasé like, oh, well, we're 15,000 TPS and they're 22,000 TPS.
Well, who's better? Well, we're extended UTXO, so our 15 is better than their 22.
That's like saying, well, this AMD processor operates at 4.2 gigahertz, but the Intel processor
operates at 4.1 gigahertz. And the user is just sitting there like, okay, like, what does that
even mean? Like, how does that actually impact? And so you're like, well, you could now use this
thing to do this amazing thing. Look at this amazing thing. Oh, okay. Now I get it. That's
really cool. So what executive function and getting the right decision channels, the first
thing you do is be for the first time in the history of the ecosystem, get a consensus on
the end goal for the next five years, just like we had with Byron and Basho and Shelley and Gogan
and Voltaire and these things, and the metrics and KPIs required to get there. And we can put
that into the preamble of the constitutional update. Then everybody's drinking from the same
well. Then every single DREP, they actually have a razor rule now. When they look to fund something
in this treasury, they can go to the proposal and say, make the case to me. Is this going to speed
up, slow down, or not care about where we want to go? Because if we're not spending this money
towards our end goal, it's got to be cut. Because right now, everything's a priority,
because there's no growth goals, right? So everybody can make the case that their thing
is important. Everybody's thing is important. Pebble is important. Harmonic is important.
goes important, but you're supposed to, with a DREP or a budget process, make priorities.
So if you had to pick, what is your number one priority? What is it? And you have to have some
sort of objective structure that you can look to, talk around, and then you can use it to make a
fair decision. Otherwise, it's just your favorites or it's your familiarity or it's your area of
expertise versus not. And there may be tremendously important things, but because it's not your area
of expertise, you ignore them or undervalue them, or you might just hate the team that's behind that.
So I agree with you, marketing is absolutely needed, and it has to be done in anger. But
there's a way to get to good marketing. And the good news is we have 40 plus years of Silicon
Valley to look to, and 40 plus years of incredibly exciting ventures to look to.
and you know you can take a page out of the ai book um my entire adult life i have done ai stuff
and when i was uh at front range community college i did ai stuff at 17 when i was at
metropolitan state college there i did ai stuff i did ai stuff at cu boulder um in professionally
i did ai stuff natural language processing and i did work with reinforcement learning and i wrote
a lot of prologue code back in the day. I worked with all kinds of strange neural nets. Okay. And
so I, I, I, my entire adult life, I was told AI is going to be the next big thing. No one gave a
shit. No one invested in it. The fastest way to get a rejection letter was AI going in and doing
it. Then suddenly chat GPT comes out and all these other things come out and people just got it.
It was magic. It just blew everybody away. And a small company could become a trillion dollar
company because of that thing. So what matters is the vision thing about where does this go
and taking people along the journey. And once you come along that journey and you understand it,
everybody will say, yeah, this is the next big thing. I got to get on board this train now.
And these guys are special. They're the ones who actually know how this is going to work.
And they know the future. I got to get with these. These are the only people that are going to get
that done. If you can create that, you create a self-fulfilling prophecy because you put up a
beacon and all the people that think the same way, they get attracted that way. They do the work and
in five years it gets done and you deliver the vision and it's there and you have a trillion
dollar valuation and everything is hunky dory, right? But you can't get to that until you create
community-wide consensus and we have this thing called governance. So we have to use the governance
tools to create the growth consensus, the end goal consensus. And then once we have that,
it's self-evident how to do the marketing. Like Draper, you go and you find killers. You go to
top three to top five marketing firms, real, real good firms with great pedigrees. Instead of coming
and say, make the case that we're the best cryptocurrency. You go in and say, we have this
beautiful vision for the future. Here's how we're going to get there. We want you to help us tell
the story in the most convincing way possible. And they look at that and they say, wow, this is
really exciting. We think we're going to be able to do a great job with this brief. And they'll
take it, they'll get excited about it, and they will do a great job. When Steve Jobs turned around
marketing at Apple, when he took over for the second time in 1997, he did one of the greatest
marketing turnarounds in the history of technology. Apple was a very confused company. They had the
Newton and all these different product lines, and they were licensing and they were doing
this and that. And there were 45 different stories about Apple and they were bitter.
They were at war with Microsoft and patent lawsuits and we're better than Microsoft and
fuck those guys. And then Steve came back and he did three things and it transformed the entire
company and made everything magic. First, he gave away all the Apple computers, the classical
computers, the original Mac and everything to Stanford Museum. He said, we're addicted to the
past. The past is over. We have to look to the future. Okay. So he changed the culture overnight.
The second thing he did is he focused the whole company on the iMac. And he said, we have to have
a product line that reflects who we want to be and where we want to go. And third, he did the,
here's to the crazy ones ad. It's the best technology ad of all time. I copied it when
I was the CEO of Ethereum. It's still floating around YouTube. But if you look at it, it's just
a minute long and it changed overnight what a computer was. A computer in the age of Compaq
and HP and Packard Bell and Gateway was a commodity and it was a race to the bottom.
Okay. It was, here are some hardware, here are the stats and whoever's the cheapest wins. It's
a fungible commodity. He turned a computer into a lifestyle product like fashion. In fashion,
you buy a t-shirt and you spend a hundred dollars for a cotton t-shirt that some guy in vietnam made
for 50 cents okay i can go to walmart and buy the exact same fucking shirt but it doesn't have the
armani exchange logo on it so what he did is he made computers fashion he actually put a lifestyle
component a symbolic component to it which meant he could charge 20 to 30 more than hp could and
compact could. So his margins perpetually would be higher, which gave him massive financial
resources to build innovative new products like the iPod and other things. And they fit into the
lifestyle product. And now it's a multi-trillion dollar company. So you got to have a turnaround
like that. And you have to look at brands and you have to say, okay, how do you make Cardano
more than just a fungible, commoditizable cryptocurrency? Something that is part of
people's identity. When I was first doing things in the beginning, people were so loyal to the
Cardano brand. We had the number one cryptocurrency brand, even above Bitcoin. And people would tattoo
the Cardano logo on their body. And they associated Cardano with something more than a cryptocurrency.
It was a political movement. It was something there. Okay. So to get back to those first
principles, the only way you're going to convince people of that is to step outside of the
cryptocurrency conversation and you have to make Cardano a bigger than just being a cryptocurrency.
It has to be something else. And what's fun is unlike the Charles Hoskinson era,
we now have all of you, which means that something else is a collective something else.
And for the first time ever, you all get to build that something else and it gets to come together
and we get to do it if we have the right utilization of the governance tools. And you know what,
whatever the hell that thing is, it's going to be a lot better than anything Vitalik comes up with
or Anatoly comes up with or Brad comes up with. It's not that they're bad people or stupid people
or bad leaders, but no one is brighter than everyone. And no one is more capable than
millions of people coming together and making a decision about something. That's why I'm so
obsessed with getting the governance process right and harnessing the wisdom of the crowds
and getting all these components together because everything else is just execution, guys. And
everybody wants you to believe that there's some sort of magic behind execution and only certain
special people can do that. The reality is execution can always be bought and it's downstream
of vision. If you have a beautiful, great vision, executors will want to attach themselves to that
because they look at their career and they say, do I want to get rich distributing cans of Pepsi
and finding ways to make screws for one cent less? Or do I want to get rich building something that
legit change the world. And every single person's lives are changed because of that. Because I can
get rich both ways. If you're an excellent executor, you will always have a job and you
always be capable. Just like if you're an excellent programmer, you'll always have a job.
But it's rare to find vision that's so compelling and exciting that you just want to be part of it.
This is what Elon Musk did throughout his entire career and why no one's ever been able to beat
the guy. He just keeps fucking winning because they don't get it. The game he's playing is vision.
He's Mr. Vision. The execution is somebody like Glenn Shotwell will do it for SpaceX. And there's
different people that do it for Tesla. And there's different people that do it for Neuralink and now
Grok. There's different people, but the guy can't lose because he's a master at convincing you.
He's the guy to take us to Mars and put a million people on that. When you go look at ULA, they're
like, we're going to build a rocket that's 5% cheaper and has slightly better reliability.
And the government will pay us an 11-year maintenance contract on that. You go to Elon
Musk, he's like, bitch, we're going to Mars. We're going to live underground because there's
radiation on the surface. You're going to have robot slaves, but don't worry. You can broadcast
your mind into them with motherfucking Neuralink and you'll have high-speed internet because we'll
have Starlink over Mars and we'll have our own Martian internet. It's going to be completely
free and open and we'll have like an ai god running mars that's going to be grok 10 and it's
going to be super smart and it's just going to run everything and we'll use nukes to go ahead and
change the the environment of mars so it gets warm again and and guess what it's like going to
be a libertarian utopia because there's only going to be a million people on a planet half the size
earth everybody gets a 10 000 acres right you're like yeah yeah this guy it's because you can't
verify yeah but here's the thing dude it's like when he said that 10 years ago you're like that
must be the best motherfucking pot in the world holy i want some of that now you're like
dude's a trillionaire and he's got starlink and he's got like the optimist robots coming out and
he's got the and it starts becoming far more real brick brick by brick yeah you're like this is
actually happening, right? And so if you're, I remember this, I went to CU Boulder, guys,
at the same time that Elon Musk was on his ascendancy. So his brother ran a restaurant
in Boulder called The Kitchen. His brother's a chef. So he'd come in and he'd go walk around
campus and recruit people. And I ran into him a few times. And there's even a famous picture of
a young Charles Hoskinson with Elon Musk. So if you Google Elon Musk, Charles Hoskinson,
click images, you can see an unshaven Charles there. But he would just say these insane things.
And all these aerospace engineers, Boeing would offer them like $300,000 jobs with full benefit
packages. And they would go to SpaceX and SpaceX is like, we will pay you $42,000 a year and no
benefits. He's like, but I just got like a $300,000 offer from Boeing to do the same job.
now it's 40. Do you want the job or not? And they're like, yes, okay, I'll take the job at
SpaceX. Because they wanted to be part of that fucking team that was going to go to Mars. They
wanted to be part of some great vision to get somewhere. And he never had recruitment problems.
He just got the most amazing people to come in. So marketing is always connected to vision. Either
you're selling, you're better than an existing vision, or you're selling that you have a new
vision. And my argument is we are not going to win if we argue that we're better than an existing
vision. Why? Because it's already saturated. There's already SWE. There's already Solana.
There's already Ethereum. There's already all these things. And if anybody could have done it,
SWE would have done it. SWE is better Solana. They run much faster. They have a much better
programming language. There's better scientists there. I've worked with them for 10 years. They're
great people. There's a really smart ecosystem there. There's incredible technology with Suite,
yet they're not getting the Solana adoption. And so we're not going to wake up and market our way
to a high TVL or transaction volume or a lot of users. We have to vision differently. And that
vision has to be that if Cardano wins, something good happens for the world, the human race. And
here's how we get there. And just like Musk, as you start making more progress, you start getting
the exponential growth for the whole thing. We got to return to those first principles.
And I think we have a path to do that. That's why we get the governance done.
We get a good executive function in play. We utilize that to create a common understanding
of growth and a common understanding of where we want to go. And we get another roadmap,
just like we had with Byron and Shelley and Basho, because we were so unified back in that day.
Remember everybody, when Shelley, when Shelley, when Gogan, when this, when this,
we all had something to look forward to. We all had a vision to look forward to.
Then we go to some great killers on the execution side and we say, Hey guys, come on,
come on over. It's boring as fuck over there. Come on over to us and let's go win.
And they'll get real excited about it. And they'll be like, yeah, we, we want this to work.
And then they'll do a phenomenal job and you're gonna wake up and the brand equity of Cardano
is going to be exponentially larger and people are going to be very excited about it. So that's
why I haven't been so gung ho, like, let's go hire this marketing firm. And they're going to go
figure out how to sell identity and supply chain and say Cardano is good for this or Cardano is
good for that. It's like, it's like selling Dell computers versus HP computers. It's like,
do you really feel a difference there? No, the only thing you do is look at price.
And you say, okay, well, this one's 4,000 and this one 3,900, they both have the same hardware.
So I'll buy the $3,900 one instead of the $4,000 one, you know, and that's a race to the bottom
Because there's always somebody who can always offer a better price.
And like the same with buying TVL.
There's all these people like, we'll sell you TVL.
You can get a billion dollars of TVL.
What they don't tell you is when you slip 50 basis points, you lose all billion dollars in TVL.
It goes to a different network and they pull it in like 30 minutes.
I mean, Phil can tell you this.
Tell them about some of these horror stories that exist.
Oh, no, there's mercenary liquidity.
If you really want to get into it, let's get into it.
There's mercenary liquidity.
There is all sorts of predatory behavior out there.
Like a thousand percent.
You know, one thing though, Charles, before we go into that one.
Sorry, Phil.
Yeah, and Esco, I got to go to the restaurant.
I've had to pee for like the last time.
Damn, bro.
Hey, that's fine.
I've just been ranting.
I just had to get out this question done because it's a good question.
I had to take care of that one.
No worries, bro.
I just want to say thank you.
First of all, before you go, thank you for pointing out.
Check out RealFi.
Everyone should check out RealFi.
This is, to me, the app I am most excited about.
It is the modern meta of DeFi.
It is exactly what Cardano DeFi is missing, a passive financial vehicle.
The modern meta is no longer day trading on Uniswap.
There's like a small, small subset of people who do active position management in DeFi and are using DeFi as like a day trader.
99% of funds in DeFi now are low risk, long term yield positions.
You park your funds in a Morpho Vault.
You park your funds on Athena.
You park your funds on Aave.
You make money.
You park your funds in a stable swap pool on Curve or Uniswap.
That's the meta.
So RealFi to me is finally a real financial vehicle that I can go tell my friends and family, hey, you know, this is no active position management.
There's no like, hey, you have to worry about liquidation or you have to do this thing and reinforce your position and you have to watch this chart.
It's just this is a vault. It's managed for you.
And if it performs well, then, you know, you will earn passive yield over a long period of time.
and that
so you managed for you
what do you mean
you know what just
happened up in here
first of all I want to say thank you Alex
for joining the conversation
you know
we can talk about a fucking trillion
things in here or they left and right
or whatever but I think that
alignment
cause a far bigger value proposition
than our
individual opinions and perspectives. And, um, you know, on the timeline, for the most part,
we're always battling each other. Not me and you, just everybody. We're just always fucking,
oh, are you on camp A, B or C? And we're not going to determine which camps are or whatever,
but you know, it's the main concept, you know, it doesn't matter what fucking camp you're in.
as long as we have the same North Star.
You know?
It is imperative, paramount, incredibly significant
that at least the North Star of the entire ecosystem
is something that everybody views,
even though we share different opinions.
So aside from everything,
I just want to say thank you Alex. Thank you Phil. Thank you Michael. Thank you Charles for being here. Thank you fucking
You know homie that was here from Algo earlier
This is this is what it is. This is the single most impactful
Pursuit is
Unification in
Leadership and in the goal, you know, so yeah, you you might think this is a little cringy
and jazz. No, it is massively important. But anyways, yeah, here we are.
So you're not going to thank me as cool. I'll fuck him. I'm on mutual again. And then anyways,
so I'm just kidding. Sorry. I had to throw, I had to throw bro. I had to fucking throw like,
sorry, dude. But anyways, what's up, dude? Is there any way I can ask you a quick question?
I actually wanted Phil to respond to
Oh, sorry, someone was going to speak
I don't want to hug the mic, sorry, go ahead
I was just
Wanting to ask a quick question to everybody
If that would be okay
Yeah, you've been down here for a little
While, I look at your people, I looked at
Your accountant and I was like, oh no
This could be questionable, but
I brought you up regardless, bro
Regardless
I greatly appreciate it, man
I've been in Cardano since
2017 believe in everything charles and everybody is is done um had the worst day of my life today
and uh damn got got hacked uh i had i had my stuff on second five and believed in somebody
very stupid when my kids were around me uh looking up my wallet address and had everything drained
had well over 300 and some thousand Cardano drain today.
My question is, before everybody just says I'm stupid and, you know, all that stuff,
is there anything that could possibly be done?
You know that it can be verified, right?
I'm going to tell you right now.
Let me help you real quick.
One.
Second five does not respond.
No, hit me on.
Hit me on.
I got you.
You know.
Supposedly your shit is cooked.
Oh, I can't get muted.
That's cool.
Yeah, hold on, Phil.
Hold on, Phil.
you know.
Okay.
We can verify that shit.
And if you're capping,
that'd be crazy, bro.
Send me your address.
You said you got drained
in the second fight.
Verify that shit.
Send him, yo, Jason,
send Phil up here
your address.
And we're going to verify
that shit.
Because, you know,
no disrespect to you
and your nice PFP.
I got a daughter too
my boy
don't you worry
but you know
the world is a crazy
treacherous place
it
it wasn't on
the actual
second fi
as far as
what happened with them
yo send the address bro
that's it
it was
somebody
hey send the fucking address
that supposedly
your shit got drained from
you send it to him
you don't gotta say nothing bro
yeah I wouldn't
yeah again
I wouldn't even say anything
Don't ask for help in spaces for different reasons.
Yeah, just send the address to the point in a sense.
You're just going to get bombarded with scam support people.
Yeah, it gets even more complicated.
DM me your address.
Use my apps that I've published.
It's my Cardano Seifu app.
And yeah, if you were affected in that incident, it will be reimbursed.
If you were not affected in that incident and you were phished
or your friend did something
or you otherwise lost funds,
it's extremely unlikely
that you would be reimbursed.
And that's it.
I'm just being solid
because there's a lot of members
that are listening
that will send you this and that
or whatever.
Send the address to him.
That's it.
Say less.
And everything else will be resolved.
That's like bottom line.
Thank you, guys.
I appreciate it.
What did you use?
Cloudflare?
Yeah.
Sorry about that Jason, by the way.
Yo, Lucasinho, what's up?
Can you hear me?
For cell, can you put the artifacts on Crawflair?
The proof artifacts, right?
Yeah, I used the proof artifacts.
Because for ZK proofs, you need like a massive proving key.
And so I had to stream like a 2 gigabyte.
Every single user who does the proof needs a 2 gigabyte proving key.
And he's shooting it through his own shit.
your browser can't store two gigabytes in memory most browsers and so uh if you do the desktop app
download it's easy you just download the windows or mac installer or linux installer you run it
you prove in like four seconds if you do the desktop one i have to stream two gigabytes of
data to you and i use cloudflare r2 for that and i do like this crazy fucking i chunk the two
gigabytes and I stream it to
like a ton of web workers.
Why are you telling me?
You don't got to tell them what you do.
Just send them the address.
It's open source.
Anyone can go see.
It's just here to help people get their funds
back. It's the first
meaningful use of ZK on Cardano
as far as I'm aware.
So I'm pretty proud of it.
That's it. It will send you the address, Phil.
You run it through the shit.
We'll see it.
Charles wrote the original Go circuit and this very cool optimization for the Go circuit.
What do you mean Go circuit?
So the ZK, the proving logic, the logic which constructs the proof.
Those are the constraints, basically.
Yeah, and the circuit itself are written in Go in a framework called Gnark by consensus.
Like snark, but Gnark.
and compiles to Wasom.
Oh, Red Light?
Man, fuck the city, bro.
Fuck the city.
What the fuck did I run a Red Light?
Whatever, they got mine.
Yeah.
But you know,
Sandia Draghi,
everything is hit in the background.
It's all good.
Is that in response to
the current post on the Jumbotron?
where you talked about implications to...
Quantum migration.
Yeah, quantum migration.
Quantum migration.
Yes.
You saw that.
Yeah.
The reason I came to this space is to talk about that,
to ask you a question.
First of all, you said something about funds being managed
on the platform that you said is what Cardano should...
Cardano or DeFi or Cardano should be or look like?
That phrase you made specifically.
The platform that I was talking about is called RealFi.
RealFi is a new DApp coming out to Cardano that is like Athena,
which is a very successful DApp in Ethereum,
where you just park your funds and you earn more yield.
And you don't have to actively manage your position.
The problem with Cardano DeFi right now is,
say you go buy some ADA and you go buy some Foo token, right?
From whatever application you like, whatever their token is called.
Now, what you're told to do is, okay, well, you want to use Cardano DeFi.
Here's DEXs, right?
So you got to go to provide liquidity and make money.
You have to go put in two tokens.
So you have to go get your Foo token and your ADA and you pair them and you create an LP token.
and then you put the LP token in some staking contract or some farming contract,
and you get paid in some farming token.
And then what happens here is you have to deal with market risk
of actively managing your liquidity.
Because if Foo token goes down in price and ADA goes up in price,
you're going to lose a lot of money.
if either of them diverge or one goes up, the other stays the same,
any divergence in price movement between those two assets
cause something called impermanent loss,
which is essentially you are losing money.
It's called impermanent just because semantically it hasn't been actualized yet,
but it actually is permanent.
Like in every sense of the word, it's real loss.
And, okay, sure, you can pray that the position rebalances by itself eventually, but, you know, that's just the likelihood of that happening is close to zero. It's the likelihood of two numbers convert, two different independent numbers converging to the same number.
and so yeah you have to be very active you have to watch the charts all the time you have to
rebalance you have to move out your liquidity all the time move it into different pools based
on where the trading volume is and all of these factors and this is not like most people do not
actively day trade stocks right you just buy that an ETF where it does all of that active
management for you. So RealFi is like the ETF variant of DeFi.
Right. Okay. And how exactly is this managed? Is there like AI agents or running the bag?
So RealFi has like an allow list of DeFi strategies where I think it's like Alchemix,
Morpho, USDC, T-bill yield sharing. And then they have some allow list of off-chain investments,
like private credit markets and things like this. And so it's managed by those two things,
the allow list of on-chain investment portfolio and the off-chain private credit markets of the
real five investment team.
Oh, that's interesting.
Okay. Yeah, thanks, Will. So yeah, about the post-quantum conversation.
Yeah, so what this app does is the problem is the second five incident has compromised keys,
private keys. So if you made a transaction, your private key is known. Now, Emurgo has,
or the White Hat has recovered a significant portion of funds and is committing to reimburse
everyone impacted. But they need to be able to determine who is the actual owner of the wallet
to reimburse them. Because the private, normally to prove ownership of your wallet, you sign a
message with your private key, but the private keys are compromised. So if you use that method,
you know, anyone could pretend that they're that person and go claim. And so you have to
allow people to prove ownership without, you can't rely on the private key.
And so what this does is it relies on the master private key or the seed phrase.
And so you can prove you on the wallet by creating a zero knowledge proof that you have the master
private key which derives to that credential. And that's what this app allows you to do.
And you can go use it, it's on pre-prod, you can go lock some funds and you can go claim them.
And build a big paper on your own computer. And the reason this is important for quantum
resistance or has implications in that is because say we want to upgrade to quantum
resistant addresses, like lattice space wallets and things like that. We can't rely on the private
key because if we're doing this, that means that quantum, the machinery has sufficiently advanced
to the point where hash-based cryptography can be cracked so they can get your private key,
right? But even with quantum computing generally accessible, they can do that.
They can't get your seed phrase, right? Because there's no public key and no signature.
And so this allows you to do this to perform safe quantum migration.
Okay, that makes sense. That makes sense.
All right, that's actually interesting.
I had a question for Charles, but maybe he'll come back, maybe not.
If he said that you need four to five unicorns,
and again, Alpha Grove for TVL, best thing that can happen,
but I wanted to pivot on four or five unicorns.
So I wanted to ask him if he could use all his current relationships,
business and enterprise ones,
and just create a contract in which they create a reinforcement ecosystem loop
like Tether and Solana do, like Amazon, Microsoft, and OpenAI do.
They get to at least $20 million a year.
So imagine four or five holding companies, not I.O., for example,
but holding companies.
They get $20 million to $30 million a year, even if the gross profit is 5% to 10%.
That's a sufficient amount of yearly revenue to get a 50x valuation so that you get a unicorn with $1 to $1.5 billion valuation.
Then there's your four to five unicorns.
But all the examples that he gave the past one hour were revolutionary, obviously.
But besides SpaceX, all of them were business to consumer.
You know, Steve Jobs primarily was focusing on something revolutionary that was tied to the consumer.
If the consumer nowadays is harder to convince because of ADD, ADHD, because of social media and what else not, it seems like the game becomes more business to business to business than enterprise.
So I wanted to ask him on that.
Next time he comes in and stays, hopefully I get to ask him that question on the difficulty level of creating such a reinforcement loop.
because in theory, it's simple.
Like ChatGPT came in,
but what happened from an accounting perspective
when ChatGPT came in is exactly that.
It was, you know, it's not like business to consumer,
they have an insane amount of subscriptions
or business to business for people
that want to create the next ChatGPT or something else.
It was more business to business, business enterprise.
And then the other public companies,
although ChatGPT is not public,
they created these reinforcement ecosystem loops
in which they spend money between each other.
It's not like one-sided spending.
It's multi-signed spending.
And that just boosts your numbers.
And they all knew that.
And so it's like, I understand that he's always competed
with Ethereum and Solana in general.
And if that's always going to be the case,
then it's not viable to ask Ethereum or Solana
for such reinforcement contracts of $20 million of revenue
in between each other just so they boost their numbers.
If that's not the case, then I would ask him,
wait, if your venture studio had the biggest return of investment
with Colossal, you know, the bioscience company
that revived the Lululee Mammoth,
can you, as a solid investor in Colossal,
do something in which there is a preserved contract
through midnight through a holding company
in which you can just do $20 million revenue exchanges?
so that you then have your valuation in the holding company connected to Colosal by using Midnight.
And then there you go.
That's your unicorn from a numbers perspective.
Obviously, it would not be like this movie thing where you're changing the world better in humanity immediately,
but you're at least establishing the gamified KPIs that are required to have at least one to five unicorns.
Then it becomes easier.
I guess you could just write that out
and make that point
and just tap Charles and hope he responds to it
Yeah
Yeah, well, I become autistic for certain aspects.
I keep repeating them.
Esco knows how autistic I get.
So I'll repeat it a few times.
Thanks.
I didn't understand.
It was to have them invest elsewhere.
So go to Grok or any AI that you use right now
and write the explanation.
it's called a meme.
There's a meme between Microsoft OpenAI and Microsoft.
I'm sorry, Microsoft, OpenAI, Amazon,
in which they create contracts
in which one company gives 20 billion to the other.
Then in a different contract with the same company,
they give 20 something billion back.
And then with the other ones...
Yeah, it's like a thing people post about.
Yes, and so that's one example in the non-crypto space.
In the crypto space, for example,
because I saw it firsthand when Bo Hanks,
He was in the Trump administration and now he's the CEO of Tether, I believe.
They're doing the same thing with Solana.
Solana gives indirect money to or direct money to Tether and Tether gives money back.
So they're just exchanging money between each other and it's called the ecosystem reinforcement loop.
So it's like the meme, but it's in crypto.
And so if Charles has the following use cases, which he can do or he cannot,
He can either do that with crypto, kind of like Solana and Tether.
He can either do that with all the connections that he has with Midnight at Cardano,
with public companies, Google, and all those top 10 ones for some kind of contracts.
Or he can do it with his Venture Studio existing contracts
in which they can exactly do the same thing where you propose it.
And it's like it's a business to business or business to enterprise
or enterprise to enterprise exchange of money.
And it's a legitimate transaction because you're still one company is providing services to the other.
But from a pure accounting point of view, and if you've ever had conversations with big banks and wanting any kind of loans for millions, tens of millions of dollars,
usually the bank would say, okay, we're going to give you 50 mil if you show me two years of C-Corp, S-Corp, whatever tax returns.
You show me your Q1 statement in the last year versus the other, how much gross revenue you had, what's your gross profit.
And if you have a solid track record, here's 50.
All right, but here we're not even talking about loans.
I understand Cardano Treasurer is going to fund.
Ignore the loan part.
The part we're focusing on is that if you can show $20 to $30 million per company,
when you raise a fund for a unicorn and you give it a valuation,
or you're going to do a public company in which you trade post-IPO shares or pre-IPO shares,
but you already have revenue, usually the multiple is between 30 to 50x.
So in theory, then, if you have a close ecosystem loop between two businesses or two enterprises
in which there's an exchange of 30, 20 million between both of them,
and then you also are creating either a pre-IPO or just a general valuation
where you use a 30 to 50 X multiple,
20 to 30 million times 30 to 50 X multiple,
there's your 1 billion, 1.5 billion.
You do that in five different use cases
and then just in terms of numbers,
there's your five unicorns.
That's it.
But it's unicorns based on numbers.
It's not unicorns based on waiting years and years and years
for consumer behavior to finally, you know,
catch up to your product, be educated, be marketed,
etc etc etc it seems like business consumer acquisition is probably going to get harder
but if you instead focus on the enterprise companies that as he said he won't they won
four to five unicorns 1 billion i feel like it's within his wheelhouse to quite solidly just from
numbers perspective get fortify holding companies that can have a 1 billion valuation based on a 30x
multiple in revenue. Is this advice for what IO should do? Is that what you're saying? Or what
WAVE should do? No, this is, well, my aunt is a credit executive at a major bank, and she's been
with all the major banks, almost all the major banks.
So she's signed off from a lot of returns.
She usually shows up at SEC documents.
But this is not advice per se.
And it's not like almost any employee in theory
would be able to know about that
because you have to be at that level to begin with.
So this is about maybe Charles having at least a few advisors
that are in the banking space.
He does.
And so if he does then, why have they not explained that game to him?
I would not worry.
I'm sure every imaginable game has been explained.
They have very good people.
They have a lot of people in banking, in long-term investment finance,
in VC industry, in private credit.
They have their own investment firms, right?
so they have their own
VCs
okay
and so if I were to hear it
whether it's like a
written private format
outside an NDA I just want to see
the understanding so that I autistically
go down the route and figure out
whether there's anything missing
I just
it's I'm not the person
to talk to you gotta talk to Charles
right and Brian
is here from Alpha Growth
reminder for everyone if you haven't to vote for the alpha growth proposal and vote for the
ncl race brian you just missed charles he was in the space a few minutes ago that's cool yeah dude
uh futurist is describing fraud and people go to jail for that if it's a if it's a public cabal
um that is known there's there's a firm in silicon valley that was pre-booking revenue
If you go as far back as Enron, that's the whole thing that they were doing too.
They were pre-booking and miss-booking revenue.
The real difference here, when you do some of those loops, it becomes like how you do your accounting analysis and then how you book the revenue.
But then the major thing with publicly traded companies is really around EBITDA, right?
So revenue isn't the end-all be-all.
So if I'm $20 million in and $20 million out, my EBITDA is zero.
So that kind of like gets into the profitability. You could do some financial discerning and revenue booking games, but that shit always unwinds eventually. But to your point, futurist, that's pretty much how the SaaS industry in Silicon Valley propped itself up for a very, very long time.
Great. Awesome explanation. So you're saying that obviously the way I explain it is a little bit more on the thinner side of not being allowed, but there are ways in which it's currently being done so that it's legitimate and obviously focused on the data as well. Great clarification. Thanks.
Yeah, I mean, there's ways. I mean, part of liquidity money and games of emissions from any token projects is kind of part of that. They're giving up equity for revenue.
And as long as that is a positive EV trade, you can do that at an infinite amount, right?
So, you know, Aave still does Aave emissions.
Compound still does compound emissions.
And for a very, very long time, what they were trading was like softer money for harder money, right?
So in the treasury, they get what they consider harder money, which would be like Bitcoin and ETH and dollars versus their emission token money.
And it's positive EV because literally a token supply, the max that you can sell in any given time is maybe a couple percentage points of the entire supply.
So they have way too much equity, if you want to think of it as a stock in their own project.
So I've seen a lot of deals where there's equity trades and token swaps that are kind of similar where they say, hey, we booked this deal.
and there was one famous one with like OrangeDAO and NIR
where, you know, NIR wanted to do it,
OrangeDAO to get a bunch of like their projects on board.
It was like the Web3YC in Silicon Valley
and I think it was like a $4 million trade.
The liquidity on NIR was massive
and the liquidity on the OrangeDAO token was teeny tiny.
So you have to kind of like understand
what we call like drop 10,
which is like how much can you sell
before your market cap goes negative 10%.
And that's kind of like a metric that we generally use
to understand what a project or an equity is potentially worth.
Okay.
So besides the proposal and hopefully all goes smooth
with accepting what we were just talking about,
do you see any use cases for Cardano at midnight being used
and then also incorporating this following use case.
So if you know that if there's a disabled veteran
that has a business registered to apply for SAM.gov,
DOD, and other kinds of contracts,
at least on the SAM.gov side,
they get a preference like on first come,
like they're going to be the first preference
at the end of each year to get more and more contracts
out of the one trillion plus
that's currently going to get into funding
for this year, for example.
Do you think that using Cardano at midnight to get the legitimate ways of revenue through third-party holding companies is possible through government-related contracts?
Or do you think other finance, DeFi, biotech, AI with robotics or other verticals are good to get those $30 million at least revenue a year?
I think that chain analysis and TRM Labs, there's a thing coming out with TRM Labs that is going to roll out nationwide where this is just on-chain analysis, like watching wallet addresses, watching quote-unquote bad guys and even good guys like where money flows.
Those contracts are hundreds and hundreds of millions of dollars with the government, right?
So I'll take one kind of concept there.
It's like there are over like $100 million of revenue.
There's probably like 40 companies in crypto that are not exchanges,
that are just like companies like servicing government, finance, fintech.
And some of them are super weird.
A lot of them are in the data space.
So there's like a lot of opportunity there.
Just all of the infrastructure of like tracking what happens on chain, number one.
Um, what I'm seeing in traditional finance is that it's not going to be defined C5.
The thing is going to merge.
So like whatever the faster money velocity flows and the ease, the ease of the, uh, of
the trade, um, money trends towards that pipeline.
So like, like everybody's like about stable coins and they're about like USD stable coins.
And the reason is, is because every country in the world and Wells Fargo and all these
Forex, they charge incredibly large amounts of flow. And now I can move a billion dollars with
a 10 cent transaction, which is insane. So once you kind of, they're starting to unlock that,
but all of finance flows on chain eventually. It's just better discovery, more transparent.
And it's just like, it's like an inevitability. The strategy is the sequence of how you do it,
whether it's not like a government contract with the VA or,
you know, like the payment processors,
I used to work at an investment bank that bought a shit ton of payment
processors. Right. So like, how do you get involved in that space?
Like what I had a friend that was working at Tron and he's like, well,
we wanted, he's like, we want to be in the payment space.
What would you do? I was like, buy a payments company,
put up a hundred million and literally just buy the payments company and just
put it on the rails. And so we're going to see that. I don't know if it's the cycle,
but it's probably the cycle. As the investment banks come in, having a chain, having a foundation,
having a treasury by a company to just put like a couple, you know, 100 million transactions a year
on chain is inevitability, in my opinion.
there was a there's a good podcast with uh chamath who spoke on exactly what you're talking about
when he kind of like looked behind the curtain right before he got into spax
he talked about the the oroboros of sass in silicon valley it's like hey we fund this one
company five million and then they go and they buy software from this company and then they go
buy software from the other company and then they go spend two million of their five million on
facebook to like ads you know it was just like this ouroboros of like the sas company booking
revenue booking revenue to like book for revenue and then it kind of all flowed to like twitter
ads and facebook ads and all the infrastructure and cloudera and and all this like cloud hosting
stuff and infrastructure so it it's been known for a little while oh wow uh you mentioned spax
you know at this year's bitcoin conference there was this person that said if you show 100k uh
recurring revenue in the gaming gaming space i could communicate with you on a reverse merger
spac and obviously you just said booking revenue with spax and chamath and chamath was and is the
BatKing, Virgin, Galactic, and a few other use cases.
So, okay, great.
Yeah, this is very investment banking level advice,
and I'm a credentialed tax accountant.
I don't have as much investment banking experience,
but that's awesome.
If you have any additional tips and knowledge, it's great.
I like what you were saying, though.
There's a game to play between tokens,
trying to figure out that game that isn't just
a pump and dump is the key. It's like, how do you do it sustainably?
How do you have a little bit of extra emissions here and there?
The last cycle was all this high FDV, low float.
They were launching tokens at multiple billion dollar valuations and the market makers were
breaking their backs to keep things like
Monad and Eigenlayer at the levels that they are
because of the investor unlocks.
And so the whole game is like,
how do I have to be a low float
with a lot of these large projects?
And then can I sustain a price for 12 to 18 months
to sustain all the investor unlocks
so I don't have to dip into my warrants and options
and pay a ton more?
Funny enough, we did talk about that
with Charles and a few other people from the space.
So basically, as you know,
SpaceX have 96% locked. And so that's why immediately upon IPO and for some time, I guess a
month or so, the market cap was $2 trillion or so and Elon was able to get to $1.2 trillion.
Then when I asked Charles and other people in the space, they told me that to get an IPO with a
company, whether it's NASDAQ, NYSE or PinkShares, and to get 96% to 99% locked requires you to go
through the banks first and banks take a cut rather than you just being able to IPO with 96
to 99% lock so that you get an off the charts market cap in general do you think that's possible
or no yeah so there was like only six banks that you could work with previously I don't know what
it is anymore it's been a while since I was working in that area but there was only like
six banks that you could work with to get an IPO and then the SPAC was like another version of that
which gave a different way to reverse merge or go public.
Yeah, you're betting on Elon.
So he's the outlier.
He's not the rule.
And you're betting on space mining.
There's a crypto fund called M31.
And it basically talks about a planet that they used with a laser sighting.
and they were able to like analyze the planet the whole entire planet is made of gold and so the
reason why i call like m31 is effectively like bitcoin is more valuable than gold because there's
a whole planet of gold out there and then one day we'll we'll go space mine it so when these guys
are like when you're talking about spacex it's just so far beyond like out of the normalcy of
of IPOs and banking, like I, it's, it's a strange one.
There, there was,
there were people going around selling $250 million clips and in Miami at
consensus. And I was like, like 250 million minimum.
And that was like, this is, it's absolutely insane. It's,
it's non, it's non-normal things. It's not normal business.
Okay, great insight.
a market maker perspective is easier than if you have uh you know 50 on lot for example it just
takes much more money that has to be put in but that's something that i guess if you remember the
six banks i could do a deep dive analysis on what the requirements are for those six banks
yeah it's a it's been a while it's chat gpt thing it's all the major ones though that's what he
he meant by deep dive ai ass motherfucker man what's going on here dude
brian i like you dude um alpha growth i keep here and everyone in the space talk about alpha growth
alpha growth uh who's more interested in cardano cardano more interested in alpha growth or is
alpha growth more interested in cardano that sounds like a good question
this is an incredible opportunity um we don't take it lightly um i'm
my my there's a game that eric and i have put together um and we were we want to see it through
Right. And we know that it's like our money's cool. Great. But it's but more than that, it's really about the art of the situation of like trying to put a strategy in and you know that it's going to work.
and you've seen it before and you've tested it
and we have executed on very, very similar things before.
And you want the ability to not just do a great job,
but you want the ability to see your art,
your creation come into existence.
And we're pretty obsessive about that.
I don't know if that makes sense.
Makes perfect sense.
I love it.
I'm in the camp of I don't do governance.
I don't do voting.
I don't do any of that stuff.
I could care less about all that on Cardano.
But I see a lot of excitement around you guys, which from the boys on this stage specifically,
they're quite excited and think it'll be quite fruitful, which I tend to lean in their direction
most of the time if they feel a certain way
about a certain thing.
So excited and I hope everything pans out
the way it should.
Thank you, sir.
Can you hear me?
Yeah, yeah.
What's up, Lucas?
I don't know where all the chatty Cathy's went, bro.
They went silent.
What's up, you lesbian?
What's up, you fucking gay faggot?
No, I'm kidding.
uh hetero nation bro from real serious to real not serious real quick yeah yeah i'm here for that
straight nation bro apparently i ran a red light on father's day i gotta pay this ticket now oh bro
are you telling me they got up in like i mean i'm sure they got this in california too but like they
could just smack your ass with tickets while you're driving and you don't even know
yeah i mean they've had red light cameras in florida for very long back your ass no homo
since i was like young yeah i got you he's just hanging out around esco too much
talking about yeah don't let me get on that ass
he's like he says coming don't let me come on that ass
hold up bro let's get specific
I'm coming for you.
Whoa, whoa, whoa, whoa.
Wait, hold up.
Bro, I went into office today, bro.
Oh, my God.
I don't know how people do things to screw things up to the extent that they do when you disappear for three months and then you come back in and everything is just fucking torched.
I know, bro.
I deal with that kind of shit every day, bro.
All the backup servers, dead.
Misconfigured.
All the fucking everything, broken.
I'm like what happened?
What did you guys do?
Anyways
That is what it is bro
It's not even my job anyways
I need to contact a third party
And be like come fix this shit
Yeah
100% bro
I was fucking
At least we were born outside
Thank god bro
Born on the sand
i've been fucking dealing with a bunch of shit the past like week not like personal like work
shit yeah it's just crazy right you tell motherfuckers the same shit like two three times
and they're like wait how did that work again it's like man just fuck fuck bro fucking hell
it is what it is though if there could just be one more of me in the office then we could just
replaced everyone in the office.
That'd be awesome. One outside the office,
one inside the office.
One of each.
I thought about that and then I was like,
I probably wouldn't like his ass.
I'd hate him because he'd be competing with me.
I'd be like, yo, you're challenging me right now?
Get the fuck out of here.
First of all,
you look like me. You sound like an idiot.
You fucking...
Never
kind of asshole.
Yeah, because then you realize that you're a piece of shit.
You're like, damn, I don't really want to.
At least I'm when you have to deal with it.
You're like, I'm a good person, but if I have a clone, I'm going to be a piece of shit to them.
Yeah.
Or you end up liking it a little bit too much, if you get what I'm trying to say.
Bro, you ever seen that movie, like, The Island or whatever?
Don't make it weird.
Or Island.
Yeah.
I never seen that shit before
My girl showed it to me this weekend
Then it obviously threw me into Gattaca after that
And then some other shit after that
I've seen Gattaca
I didn't realize I already saw that
But that island shit bro
I was like how did I miss this one
This is great
I'm gonna show my name
It was good
Have any of you guys seen Multiplicity?
That sounds super familiar
But I don't recall
Save it
Is it good?
I'm assuming it's good
you mentioned. Awesome. Yeah, it's like the dude
keeps cloning himself and then he makes
a clone of a clone and he's
kind of like a retard and he's got to
give him a job and he like...
But it's pretty funny.
It's hilarious.
Is that multiplicity?
Yeah, multiplicity.
It's an old movie. It's a good
comedy. Dude
starts to clone himself because he's like, I can't be
everywhere. I can't be at work. I can't be with my wife.
I can't do all this shit. So he
makes the first clone he makes him go to work
and he's still busy and he's got to make another clone
and like he keeps copying the copies and they get
like dumber as they go you know
they all sleep
with his wife
that's literally like that's like
low key like kind of the AI
story that we might evolve into bro
like if you look at it from a certain
perspective yeah the world
somewhere a blend between like multiplicity
and idiocracy
dude
seriously
I'm watching this
multiplicity shit though
Idiocracy
yeah
they fucking
yeah
you know
it was pretty good
I liked it
dude
Idiocracy was like
a cult classic
people hated it
when it first came out
and that shit is so true
it's a fucking
documentary now
it is a documentary
dude
we got Macho Camacho
Randy Savage
is our president
shit
we're throwing UFC fights
and throwing the White House
like
We're pouring Rondo on the props.
I was like, finally.
Thank God.
Dude.
We're here.
We're here, finally.
We did it.
I'm super late to this, but, like, I watched it whenever it was on over the weekend.
Watching fucking Connor do that retarded-ass shit and blow his fucking knee out.
Oh, my God, bro.
Like, talk about anticlimactic, bro.
my dick went soft immediately.
I was like, what the fuck? It was already soft
and it went inwards.
Yep.
Yep. But, you know,
Patty the baddie got me feeling a type
of way.
Yep.
Can you hear me?
Yeah, yeah.
Yeah, bro.
I don't know why he threw that fucking
super kick.
And then, you know, there's the people that always
want things to be a conspiracy. They're like, oh, he was
injured before it's like he literally said he was and it was his left leg not his fucking right knee
that he landed on stupid yeah everyone's like oh look at him wobble out of the fucking slides he
was trying to shoes he was pulling off and what i'm like i watched that though and he that that's
just him like taking his shoes off and like not having good balance everyone everyone everyone
it's just everything's got to be a conspiracy nowadays because like powerful people are trying
because powerful people are trying to scam you.
It's like, I mean, maybe, but that's always been the case.
And it's like, I don't know.
Most of those people had money on the line.
Revolution!
That's what people love.
For the wrong reasons.
We need to go back to starting Revolutions from the bed, you know?
Shout out John Lennon.
But yeah, The Island, bro.
It's a trippy movie.
It's fun.
It's like a fun one to watch.
yeah my girl i watched it like in brazil with my grandma actually my girl tried to explain it to
me like beforehand and like dude she couldn't have been like more off on like her like synopsis
on like what it was about i was like bro she's like yeah no like their memories were erased and
then they were brought to the island and i was like that is not what happened like what are you
talking about that is not at all there were there clones that were grown yeah i'm like sitting there
Planted with fake memories.
I'm trying to take her synopsis of it
while I'm watching it,
and I'm trying to connect the dots.
I'm like, dude, whatever you told me makes no sense
because this is not what is happening here.
You watched a different movie.
We're harvesting fucking clones.
Oregon harvesting.
What's funny is that the story they told the clones
worked on your girl.
Literally, bro.
Literally.
Yeah, she's like, yeah, I don't know what happens
when, like, they go to the island,
and I'm like, oh, my God, dude.
Like, Jesus Christ.
Like, you got me dying right now.
You would have never escaped, bro.
You would have been harvested.
I'm like, yeah, you would have been harvested.
Your ass would have been so harvested, bro.
No, so I was trying to say, though,
that it's actually based off the same premise
of an old movie from 76 called Logan's Run.
damn that's going way back bro i don't know if i can watch a movie from 76
no it's not it's i don't think it's the old one is very good
okay okay besides uh i liked how uh the island had like the matrix vibes at one point in the movie
where they got like a slow-mo and him like basically having like almost like a black leather
or like it or yeah what is that what is the black uh it was around that time too because
that came out 2005 and all the matrix movies were like 2001 2002 2003 yeah yeah or it's 1999 and
then 2002 and 2003 or something like that yeah that shit was so revolutionary when the matrix
came out people like whoa that was definitely like a time like like if you were to like get
teleported randomly to like a year and they didn't tell you what it was let's say it's 2001
you just like look around and catch a vibe and be like oh yeah this is the year matrix came out
like you know you just like see how like some people are dressed at the mall and shit and
you're like yeah okay like they just released matrix like yeah and everyone's got that like
that cool like oh time slows down the fucking things explode random teenagers at the moment
like yo do the matrix bro do the matrix and some guys like lean in back fucking but dude honestly
like lately bro i've mostly been just like trying to watch movies because i realized that like
netflix has like no good movies anymore because all their deals got pulled away because all the
other streaming services that like you know all those guys the old money got together and they're
like hey bro let's just run it up ourselves bro so they pulled all the good shit now all the good
shit's on the other platforms and i already paid for prime for like the shipping shit you know what
i mean so it's like you know i'm on amazon prime i'm like damn they got all these old ass movies
youtube's got like a bunch of fucking three old ass movies too and i'm like all honestly all the
movies before 2016 are like pretty watchable hilarious and like they have like that good but
after 2016 people just their brains melt their brains just melted i don't know what the fuck
happened it's very rare to find i mean i know i know i know what happened i just don't get why
yeah like and then and then why did i let it happen yeah and then everything just like just
progressively and then 2020 happened and then like just basically all movies fucking suck now
except for like very rare like sci-fi or like fantasy stuff that's just like so detached from
our reality that like if they were to try to do some kind of like weird political commentary
it would just like super be out of place you know what i mean which they still try to do sometimes
the horror movie what's that one that was like directed by a youtuber obsession that was really
good yeah yeah hopefully there's a comeback it's not like hollywood uh i feel like oh like that's
movie with like those
it was like a white director
or something right? Yeah the budget
was 300k and it was
top chart box office for like the
past three months. What was the name of that film?
Obsession.
So like Hollywood's
like Hollywood is
throwing 200 mil plus into every
movie and shitting out political slop
and if you're getting murdered by
300k
yeah exactly. If you're getting murdered by
a 300k movie dude
something's wrong.
94% on Rotten Tomatoes?
That's wild, bro.
This thing cooked.
It's a really good movie.
It did.
And the really big
Hollywood-based box office,
it's rare now, right?
You had Dune 2.
Dune 2 was kind of a banger, right?
Yeah.
Because a lot of the...
I don't know.
For me, with Dune 2,
it was the audio, right?
I was in theaters
and the big theater
with the good sound system and shit.
And the way they played
with like the sound and like the weird little sounds when those guys would hover and like the
weird voice and shit like that like it really added like a nice effect to to like the movie
even though it was like kind of like a slow burn um you know because dune one is like arguably ass
but then dune two very slow movie yeah yeah exactly but then whoa whoa whoa clipable moments
dune one wasn't total ass well hold on i'm gonna i'm gonna they both were i'm gonna redeem it i'm
I'm going to redeem him.
Hold on.
But Dune 2 is so good
that not having the workup from Dune 1
makes it so that Dune 2 makes Dune 1 really good too.
You get what I'm trying to say?
I totally get that.
I totally fucking agree.
I fuck with that.
They say Dune 3 is coming out December of this year.
Dune is for white people,
so I'm going to give you that one.
It 100% is.
My ex is the one that was like oh doom is such a great movie
Like the original dune have you seen that? Yeah, it's funny. No one's funny. No one's like almost like
though, then that movie is dumb.
No, well, let's get into it.
What kind of movies do you like, Baggs? Not even on
some hater shit. Just let's feel out your taste
here. Lord of War.
He likes, like, Rush Hour.
Lord of War is good.
Lord of War is a good movie.
What was that, Nicolas Cage?
Yup, yup, yup.
I like Shadows.
You like National Treasure?
I like National
Geographic.
actually Lord of War was a really good one
actually that's a great pull
it was
yeah that's a great pull
yeah okay
alright well then
yeah bro you good bro
you seen Shottas
I'm not
it's like the black Scarface
wait what's it called
Shottas
yeah s-h-o-t-t-a-s it's like jamaican shot us check it out that's your fire okay so it's like
like a jamaican guy saying shooters shot us man shot us but it's like a black scarface
what is basically scar base scarface but the black version oh it's like his name
no bro you know how scarface movie is yeah it's basically scarface but the
Bro, it literally looks like
Check it out, man
Check it out, Shadows
What is that word?
What is that word reference, though?
Is that like a word in Jamaican?
Yeah, yeah, yeah
Top Shadows
Like the top boss
Like the top man
Yeah, top Shadows
Oh, gotcha, gotcha
Bro, the cover for Shadows is hilarious
Because it looks literally like Bob Marley
But with like
Oh, that's his son
With a gun
That's his son
Oh, that's his son?
Oh, really?
Yeah, Kamani Marley is his son
Oh, bro
He's literally on the cover
it's got like roster colors, it's got the gun
holding up like, you know, like, bang
on a poppy type shit. That's hilarious.
Is there a shot as two?
You know, actually...
You said what?
Is there a shot as two?
No, it's only one, but it only
needs to be one. But check it
out. It's a good movie. It'll keep your
attention to the whole thing. It's fire.
Like, for real.
That's dope. Yeah, that's cool. You like Belly?
Yeah, Belly's alright.
I've seen like two, three times.
It's not bad.
Dude, you know,
the whole history with some of
the drama and the Jamaican music
scene is super hilarious.
Specifically around Vibes Cartel and shit.
That shit is like, didn't he
go to jail for a little bit because he
killed somebody or some shit?
It's like
kind of crazy history there.
And then I think he got out recently too.
it's fine if you guys don't know anything about vibes cartel
damn shadows was came out in 02 so like that's during an era as well you know like yeah yeah
no it's an older movie now that's you can watch this movie like i can watch it right now
Yeah, my parents got their
VC box.
You can tell by the cover that it's...
It's like Scarface.
You know how you can watch Scarface
or blow like multiple times?
No problem.
It's like that.
Yeah, it's just cool.
Wait, Lil Bags,
were you the person that told me
originally about the VC box?
Where you can get all the movies?
I thought you were the one
that told me that shit.
Yeah, yeah.
He was the one who told you
about the VC box.
The free box.
The free movie.
the box.
Yeah, there's a bunch of them, though.
No, no, but like...
Everybody knows about them.
That's like the category of what it is.
Dude.
I'm going to call it right now.
Rotten Tomatoes is racist, bro,
because they gave Shada's fucking 18%.
Yo, that's crazy.
Yeah, they are racist.
They're also retarded.
I don't give a fuck what the ratings
websites say at all, to be honest.
No, some of my favorite movies I watched
literally have like the worst ratings ever yeah exactly yeah i'm also retarded yeah when a movie
gets like controversial the rating system like heavily diverges from like how good the movie is
sometimes you'll have like movies that are actually shit rated shit and movies that are
good rated good but a lot of movies just end up in this weird controversial state for no reason
yeah bro but that was a nice little era there bro like the early 2000s bro there was so much
cool shit that were like uh culturally defining moments that kind of came out
not even on like some like oh that was my day type shit when i was like young as fuck
just like actually you know what i mean well now now all the famous actors they just do like
prescription commercials.
Which is fire.
Every time I see a commercial,
it's like a super famous actor.
Selling prescriptions to old people.
Oh my damn, LA really be that cooked.
You gotta sell prescriptions to old people.
That's the new meta.
We're in boomer communism
where we give all our money to old people.
Dude, you first, bro.
We already do.
It comes out of your paycheck, man.
Whether you like it or not.
Yeah, that's a good point.
We already live in it.
Boomer communism.
Thank you.
Yeah.
I knew it, bro.
What you know?
Everything.
Good.
What's up, Cardano community?
No.
Hey, Charles didn't hear for a good minute, though.
I saw my favorite
influencer Big Bags in here
so I had to stop by and see what's up
Bags is Big Chum
he's putting us on in some good movies
you know what I mean
I didn't even hear what he said
but I know that shit was funny
yeah just some hoorahing
you know what I mean
keep the faith type of stuff
The black dude, he didn't understand
it, just say he wanted marketing
because he needs the price to go up.
That's what I was going to come
and tell Charles. He just wants the
price to go up, man. That's all he wants.
Charles asking him all them trivia questions
and whatnot. The African dude
was like, I just want the price to go up.
That was all he needed to say.
No, no. It was a good
sample.
Low-key, that dude annoys the fuck out of me.
Yeah, he just
wants the number to go up.
Yeah, you want a number to go up?
Then say TPAT,
invest. And I'm like, ah, I'll think
about it.
That's so...
He said that African, dude. That's so funny,
man.
The, uh...
No, I know, I know. It's just,
um...
The worst of the worst.
I just, like, I love the,
uh, I love, like, the
the difference between like the foundational black American and then like
the African.
It's like,
cause it is different.
They don't even fuck with each other.
Yeah.
They hate each other.
I wouldn't say hate.
I would,
I saw that shit for the first time in basic training,
bro.
The standard African American and the African in the same barracks room.
That shit was lit.
Yeah.
I believe the modern term is foundational black American,
but I'm happy to be corrected.
Oh sure dude whatever
I'm just messing with you
What are you about to say Bags?
I just said the African American
don't like the African
or the
the African don't like the African American
Yes
Oh I see what you mean
They say us African Americans
don't take care of our kids
but they got multiple wives
and multiple kids
man, it's dumb.
There seems to be a peace, though,
between the black Americans
and, like, Jamaicans and Haitians, though, yeah?
I mean, I ain't gonna say all that.
It just...
It's still segregated,
but, I mean, you know,
you just don't see the part sides of things
that everybody else see.
It's like, they gonna be cool.
Yeah, I'm gonna...
Yeah, it makes sense.
I'm gonna be honest.
I'm not racist, but if I was ever going to be, it would probably be against Jamaican people, bro.
I'm just going to be honest.
Well, you don't like yourself no jerk chicken?
Jamaican people definitely don't like white people.
But I talked to Jamaican people.
I'll tell you why.
Because I talked to one in Jamaica, and it was because he was like,
dude, when white people come around, he was like, they act like we super poor or something like that.
And they'd be like, you want a dollar? You want a dollar?
like they're a damn monkey or some shit like that.
And they don't like that shit.
He's like, they just normal people.
He's like, we actually enjoy our lives out here.
And you know how when white Americans go to Jamaica,
they be like, thank their dollars so strong.
And like, oh, a Jamaican just want our dollars and shit.
So that's why they don't respect them.
Because they, yeah, that right there.
You just got to treat them like people and they be cool.
Yeah, from my experience, the Jamaicans are quite proud.
And, you know, I think they're the majority in Jamaica.
so they own most of the businesses and all that, right?
The people making money out there.
They chill.
They super chill.
I was kind of thinking Jamaicans are like violent motherfuckers, bro,
to be honest with you.
They can be.
Actually, Jamaican really chill, bro.
They smoke a lot of weed.
They own some respect.
Like, all they be like, respect, man, respect, man.
They say that shit all the damn day.
and then uh yeah i mean no dude no bro no i mean you got violent people in every race but they
ain't yeah exactly yeah there's more than one kind right you have a wide variety of them right
this is quite a quite a lot of them in florida because of the proximity right we uh we have a
bunch of jamaicans and a lot of haitians running into them because i mean in florida it's only a
A few of them, so they kind of trying to, like, compete with the majority.
So if you're around, like, the ones where they hustling and all that type of junk,
then, I mean, yeah, they ain't friendly.
But, I mean, you're average Jamaican friendly.
Well, all I know now is when everybody's gloves and socks and underwear went missing,
fucking the Jamaicans were running a fucking store in basic training.
That's so funny.
That's all.
We have, I don't know why, but I think more Jamaicans end up in New York than Florida somehow.
Kind of like the Puerto Rican thing, right?
More Puerto Ricans end up in New York than Florida.
But we do have way more Haitians, I think, than anywhere else.
And so here, right, in Florida, if you see a black person,
sometimes they'll just be like, oh, I'm Haitian.
Like, my parents were born in Haiti, right?
Oh, I'm Jamaican.
My parents were born in Jamaica.
And you have actually a lot less of, like, the ones that were like,
oh, no, my parents have been here for years, years.
You know what I mean?
So it's kind of all mixed up here.
you've uh it kind of just all intermingles a little bit really the haitians are the dominant
uh i think here in florida to be honest um almost oh yeah and so in florida you hardly see any
haitians once you get above like orlando yeah well yeah i'm talking about south florida
specifically because like if i ever if i look back i think almost all of like the black kids
I knew in high school
claimed to be Haitian
of some kind.
Yeah, that's because y'all had Zopal, man.
Zopal.
Yeah, exactly.
I have.
I got a homeboy for a lot of them.
He know a lot of them motherfuckers.
Yeah.
Yeah, there's a lot of Haitians down here.
They're cool, though.
I got a friend.
He's...
They have some interesting food.
Yeah, they do.
They eat shrimp with the shell on, though,
which kind of freaks me out.
But I don't know if that's like them or like that's just what this one dude's mom did and put him on.
Because we were doing like a little like he was doing like a fish fry.
He went to his crib.
I think it was my birthday actually.
He did that.
And then like I was like, bro, you eat the shrimp with the shell on?
He's like, yeah, bro.
I'm like, fucking crazy, dude.
I was saying it all digested.
That's too much for me, bro.
I'm with you.
What's your experience with the Dominican Republic people?
Again, that's one of those situations.
There's more people from the VR in New York than in South Florida, surprisingly.
But I had several friends that were Dominican in high school.
And they were funny and chill.
You know what I mean?
They fancied themselves as hoodlums, but that was by choice.
not necessarily by like economic background um so you know some people just choose to like
wear that character when they like don't necessarily come from that background if that
makes sense but they're funny too they they they they got their own little cultural quirks and
amongst all of the Spanish speakers, they have some pretty hilarious ways of speaking.
So everyone else that speaks Spanish,
kind of thinks the way they talk is kind of cool.
They have their own slang and stuff like that.
So it's very easy to spot them.
The second they start speaking Spanish, you're like,
okay, that's a Dominican man.
For sure.
Did I rug?
Nah.
So, uh, nah.
Has the Mergo fucking put up the heavy heart fucking statement yet,
or has that not happened yet?
Let's put up the purple heart.
the purple art
nah I'm just making sure
no I'm just assuming any day
now they're going to
eventually announce that they're
permanently fucking leaving the ecosystem
and their farewells
I guess that hasn't happened yet
I don't know
if they would just simply because they still
You don't have a boatload more money here than what the hack's worth.
Y'all seen fucking Spain beat France, bro?
Thank God.
Hell yeah.
Fuck the French.
I agree with that.
It's time for Argentina to win.
France isn't even France.
They do got some bad news.
What is a French...
What is a French citizen in
2026, bro?
No, for real.
What is a French citizen, bro? Does that even
exist?
Technically,
yes.
Yeah.
I know the last time
I was in France, dude, it was
like Baghdad and fucking Pakistan.
They still have a strong language culture.
Well, so, I mean, in general,
like kind of before the Arabization of modern France,
you could say,
the caliphate did try to make its way into France.
They only got as far as Spain,
tried to get into France.
It didn't really work out.
So there was like an actual military attempt in the past.
And then even then, right,
the modern territory that we call France
today has been under different sections of it have been controlled by different people
endlessly right like you had parts that kind of more belonged to Spain huge chunks of it that
belonged to England at some point the entire area before you know the western Roman Empire kind of
fell not even fell but like slowly kind of withered away was all like Celtic people the
Latenne culture, they call it, which is like what you when you think of Celtic, you're thinking of the Latenne because they had like the most shit preserved for like archaeologists to find.
So, I mean, the landmass that is known as France today has belonged to all kinds of people throughout history.
So it is what it is in some sense.
hey lucas uh was it the queen of spain like all the muslims have a week to leave or like
killing all of you it would no it didn't work like that like like that's like a a cute kind of like
summarization of what was like a nearly hundred year uh campaign known as the reconquista
which the leadership changed multiple hands throughout the entire process.
There was a final culminating event where they won the last critical battle,
but it started off in the north of the Iberian Peninsula
and they slowly fought their way south and reconquered the land, so to speak.
The Romans owned it, basically.
and then as the Romans came into contact
continuously with various Germanic tribes,
there was intermixing that happened.
The Germans are a bunch of mongrelized people
just like everybody else.
Germans mixed with Celts.
Even the modern notion of a German makes no sense.
You have different kinds.
You have Bavarians, you have Prussians,
you have Swabia, or Sweeby,
whatever the fuck you call them.
There's all these different kinds
And they were never under one kind of territory anyways, but whatever, right?
There was different tribes that shared this kind of like common religion and like language
that we refer to as Germanics, generally speaking.
And they had contact along multiple points of like the frontier of the Roman Empire.
And then the Romans would even take some of these and like raise them and like make them
generals or leaders of legions along the frontier.
And sometimes some of those tribes would team up with the Romans to fight other ones of those
tribes. So any notion of a unified identity and like blood and soil related loyalty is just
historically inaccurate, right? So complete fabrication by the Nazis. And so in any case,
as, you know, years went by, right, along the frontier, there was this kind of like,
you know, mixing that happened. And eventually you had people of Germanic descent that sort of
had reasonable positions of power and leaders of certain tribes. And once they moved the capital
of Rome to the east, which is the eastern part of the Roman Empire, sometimes historians refer
to it as the Byzantine Empire, but it is a direct continuation of the Roman government and state.
So the term Byzantine is just a cute reference for a particular period of the entire history
of the Roman Empire.
And it's mostly because the West was broke
and all the money was coming from the East.
And also they became Christian
and all of the aristocrats
in the Italian peninsula and Rome
were all still like pagans.
And the king did not like,
or the emperor didn't trust
these weasley pagans
that didn't submit to Christianity.
So he's like, fuck this.
I'm moving the capital to the Greek side
where all the bread is at.
And he basically just like, it kind of just like economically and socially abandoned the Western side, which was like the Italian peninsula, Spain, France, Portugal, and all that shit, right?
And so basically a bunch of Roman tribes after like 100, 200 years of this abandonment in a sense, sort of slowly started kind of encroaching on the territory and taking over it, right?
And so when they really no longer were able to keep control of England,
the Angles and the Saxons, this is why we call it England, right?
Angleland.
The Angles and the Saxons along kind of where the Netherlands
and northern Germany is, they went over by boats and took over that ship.
And then basically just purged the native Britons all the way to Wales.
This is why I always clown L for being an ethnic minority because he's Welsh.
And then the Visigoths, they went all the way far into the former territories of the Roman Empire and took over Spain and the Iberian Peninsula almost in its entirety.
Another tribe called the Lombards, you may have heard of Lombardy, Italy, they took over a nice chunk of northern Italy.
okay uh and then uh the visigoths effectively uh just kind of disappeared because you know the
caliphate came and took over uh and the the caliphate basically came from arabia and like
the levant the levant for people not savvy with the terminology is basically like syria israel jordan
uh uh like that little corner of the eastern mediterranean sea all the way to the east right
they came through to North Africa.
North Africa to this day
is known as the African part of the Arab world.
And the term for that is called Maghreb or Maghreb.
And so then if you look at how close Spain is to Morocco,
you have the Strait of Gibraltar,
which is not that much.
It's very, very small, the Strait of Gibraltar.
So they just crossed the Strait of Gibraltar,
the Umilad, some shit like that.
I forget how to pronounce it, Caliphate,
just crossed the Strait of Gibraltar and just took over all of Spain.
That was the end of the Visigoths, basically.
And then a mild attempt to kind of get into Spain,
but it becomes hard because the passageways through the Pyrenees mountains there
that separate Spain and France, I don't think there's very many.
So you have this mountainous region that kind of separates Spain and France.
Mountains are always kind of a hurdle when you're trying to conquer other people.
right? And so, yeah, I don't think there was like one queen that said like, you all need to leave
in a week. But there is a history with this kind of conflict, right? Where, you know, you have this
term like Matamoros, which is like kill moors. And there's a city in Mexico called Matamoros,
right? So it persists to this day. And there was a kind of intense social attempt to purge any kind
of like Muslim and even Jewish kind of like bloodline from the Iberian Peninsula.
So like that's also like a thing.
But then, you know, that's stuff that happens over generations and stuff like that.
It's not like you have one week to get the fuck out.
There's no way they can like force it.
They didn't have the fucking Internet.
They didn't have planes.
They didn't have cars.
Like there's no way they're going to be able to like force everyone to fuck out in like
a week, right?
Yeah, they needed Trump back then, didn't they?
Even then, right?
even then they don't got planes they don't got they didn't have the uh uh sort of uh uh logistical
and military infrastructure to achieve such a guarantee um uh but i mean maybe she said it
towards the end after she could just kind of like claim and win and even to get the message out in
in like a prompt amount of time there was no telephone right so yeah exactly but but do you
like lex friedman man because i could um a conversation between you guys like for hours
um on on history there's something yeah so tell history that's really romantic
thanks uh no homo right so um i'm kidding yeah i'm kidding so no so i think lex is
interesting and he's interviewed a lot of interesting people and i've seen him
interview what you would say are controversial figures and then like i just sat and listened i
was like oh like this guy isn't as like insane or like retarded as like everyone likes to say
on social media right like for example like this ven shapiro character i'm not i'm not a fan by any
means right he's a completely different person than me but you know i always found him to be
like this kind of like goofball character that's just like retarded and doesn't know what he's
talking about but i never really like heard him talk directly and i watched his interview on lex
friedman i was like this is actually an intelligent guy it's not too shabby right and i can't really
stand his ass either but like at the end of the day i mean he's fine did you watch that did you
watch that interview too by any chance was it a while ago or is it new yeah no uh a few years ago
yeah then yes i've seen that one yeah i was like oh okay i was like he's actually not so bad in
that sense, right? Like he's someone I could probably comfortably sit in a room with just
fine. And then there's also the Jared Kushner character, right? Also extremely hated because
of his association with Trump via his, I believe, marriage to Ivanka, right? And he gets sort of
dismissed as this like sycophantic buffoon, right? And if you just read comments on social media,
that's what you're going to think. And then I watched his interview with Lex Friedman. I was
like, this is a highly articulate, highly intelligent man, right? So in that sense,
I appreciate the content.
But then I watched Charles' interview with Lex Friedman.
And at some point, Charles picks up this monkey that he has on his desk
with the kind of chin on the fist, elbow on the shoulder kind of thing.
And Charles is like, oh, this is a cool monkey.
And then Lex Friedman goes, oh, yeah, it's contemplating its own mortality.
And Charles just goes like, yeah, okay, man, that's cool.
and then I was like
it had nothing to do with Charles but I heard Lex say that
and I was like this guy's like
definitely
trying to be a little
too deep
you know what I mean and so there's an aspect of
his kind of
intellectualism and like
attempt
at profoundness that I find to be
unauthentic
yep
almost as though he's like wearing it
not for us to perceive him that way,
but for himself to try to feel that way,
if that makes sense, right?
So I don't think he's like trying to fool me,
but I think that like,
he's trying to be that kind of guy for himself
and like maybe hasn't fully internalized it.
And so he's like, in some ways,
wearing a kind of costume,
but not like maliciously and negatively, right?
To sell his content, right?
I think he truly believes he will.
It's a really interesting perspective because he's very young with limited experiences, but I think his PhD is in philosophy.
Something like that, yeah.
And I mean if that's what he has, if he has a PhD in philosophy, then that makes perfect sense because all modern philosophy PhDs are exactly how I'm describing, right?
They more have an interest in –
I think you're on the money with that with your take on Lex Rae.
Yeah, you get what I mean?
And I'm not saying that to put him down, right?
Because as long as he's happy, that's fine, right?
But I feel like he's wearing a costume to fool himself, not us,
if that makes sense.
But I've got a much simpler algorithm to fucking all that, bro.
To me, anybody that believes in fucking AI fucking isn't smart.
Well, yeah, we know.
That's okay.
hopefully that answers your question Johnny
I enjoyed
Lex Friedman when he like
was like early
like back in the day like before he even like
started the podcast you know and like
his early podcasts are fine but
then I don't know what happened over the last
I don't know 8 years or how many
years he's been doing this shit
well I mean I thought
he had balls
to go and like
interview Vladimir Putin in Russia
right i thought that was pretty cool and ballsy right uh his whole like let's just all be friends
and have peace thing is a little stupid right like no matter regardless of whose side you're on
the uh unfolding of the events whatever the precursor was is irrelevant one country invaded
another country another country's super pissed you can't really just expect them to hug it out
right now right so that whole like let's just all be peaceful shit i'm like bro you're whack like
shut the fuck up bro you you know what i mean not even being on some like slava ukrainian shit right
yeah right but i found that the vladimir putin interview was actually really good and hilarious
because he's like oh okay so tell me how you feel about this and the vladimir putin's like well
first let's start off 500 years ago with the history of russia this motherfucker's like
it has like maps and shit like you could tell he's been in like the old soviet archives and
like russian empire archives that they probably still have just like reading history about like
the russian empire and he's just like so i liked it because um effectively he he a lot of latin
to give a quite an interesting history lesson so i thought that was a pretty cool one um kind of
the war stuff like aside right like uh i find that the invasion of ukraine was quite inappropriate
i don't think it really made sense to me uh i don't think russia was in a threat of being
invaded or bombed by any means so i don't think that was appropriate but in any case it's happened
and i think i mean it might have been appropriate if like the u.s really had fucking bio labs in
ukraine might have been appropriate then yeah but then we get on the side of like you know
how easy it is for us to verify that right and i get it there's all kinds of
bro i mean yeah you have to get into the tinfoil arena we want to actually even guess what the
actually happened yeah exactly so i'm kind of trying to stay away from from from that right
and just keep it high level um well that's what i'm saying though there is no high level because
nobody actually knows what the fuck is going on.
The only thing you can do is fucking dip your toes
in the fucking tinfoil arena, dude.
Otherwise, nobody fucking knows.
Well, if I'm just watching, right?
Let's say I'm in space, right?
And I can just see human activity with no narration.
Someone showed up out of nowhere in a situation
that otherwise didn't have any kinetic activity,
such as bombs and guns.
and started doing that on a side of the fence that doesn't belong to them.
And then these people responded.
Yeah, but that's empty, bro.
Because, like, are we, like...
Well, that's where I'm trying to keep it, like, specifically.
Just because that's not the topic right now, right?
The topic is Lex Friedman and his interviews and stuff like that.
I'm just saying nobody fucking knows the real reason why we fucking,
you know, why the Ukraine shit happened.
That's all I'm saying.
Yeah, I have no fucking clue why exactly, right?
Uh...
But if I'm on the International Space Station with a telescope, I'm like, holy shit, these guys just fucking bombed these people.
That's what I mean.
And that's where I'm trying to stay with that kind of stuff.
Everyone's got a lot to say.
And so none of my business anyways.
If there's aliens watching us and they're looking down, they're sending galactic orcans to wipe us out.
Yeah. What is that?
Is that like one of those
three-body problem things?
What, Orkin?
Yeah, exactly.
We'll see
all the aliens motherfuckers want to see
in Revelations, man.
So,
I didn't like the show
Three-Body Problem.
I thought the show was...
The aliens were AI all along?
apparently the books were good
there was a Chinese guy
that wrote the books
there's three of them
but
the show didn't really do it for me
like the characters were all wrong
and like not the appropriate
like
the characters were all just messed up
if they were going to do it right
they should have hired a bunch of Chinese actors
and played it out
yeah Lucas
You've seen Lost in Space, the fucking new one, not the fucking home one.
Yeah, I saw some of that.
I thought I was entertaining for like the first two seasons
and then I kind of lost interest naturally.
Yeah, it got a little gay.
Got a little gay fucking coming into season two, season three.
But overall, I thought it was good.
It was fun.
It was interesting.
Like the...
Did we ever find out where those robots come from and shit?
Yeah, yeah, yeah.
Yeah, they have their own fucking origin planet.
Are they like a kind of biological, mechanical thing?
Or are they like some Transformer shit where some other organic race made them originally to be slaved?
Yes, that. That. 100% that.
Yes.
They were created by another species and then they wiped them out.
Yeah.
Yes.
Yeah.
Because that's like the origin of the Transformers, actually.
the transformers were created as like slave robots for some kind of organic species and then like you
had like two different kinds like decepticons were like the for war purposes and then the
the what was the other ones autobots uh those were for uh like like regular labor and shit like that
right like construction and all kinds of things like that and you can even see that in like the
things that they could like transform into right I'm just prime as a fucking fire truck right and
then like star stream or star scream is like a fucking like f-35 raptor fucking crazy shit like
whatever the fuck um and so yeah they were yeah they were originally for for some organic race and
then they kind of like fought for their freedom and then after like the war for their freedom
there was like a split between like the two types about like the direction like that they're
whatever they are, race or some shit
should go in
which then led to the
led to the
oh shit, did he just rug or is that man?
he just rug
yeah, to be honest dude, what they did with the
storyline of Transformers was fucking ruin it
in my opinion
they fucking ruined it
Just shredded our childhood.
the transformers era was just like magnificent toy era there was like mask and transformers and
just like the best toys and it's just like this this whole collage or shit that i could never
afford you know for had a poor family so now i like collect toys in my in my old age
I got like a Shogun
Godzilla
Hey, Phil, I know you asked me to send you my address to my wallet.
How am I supposed to do that, if you don't mind the help?
Send me those private keys, too, man.
what's up bitches
let's go
sorry i had to like have dinner and the family shit dude
you miss story time man lucas was given like awesome history lesson and it was so cool
who
yeah lucas knows what time it is
always come on i forgot tell me who speaks english i'll be like yo you know what the
Neanderthals, when they had
their obsidian knives,
you know, they were like
building
bows and arrows and shit
and he just knows all this shit.
This motherfucker looks into that shit every day.
He's like mad curious.
So, it comes from
a place that he knows what time it is.
Not just like some bozo internet
and my friend is making it up.
It's so much fun to hear
it from somebody who has such
a strong grasp and such an interlacing kind of knowledge base of history. And it truly is so
important. You know, if you want to know where you're going in society, you kind of need to know
where you've been. Hey, what time do you eat your dinner? That's cat. You're lying. I'm not lying.
You didn't eat your dinner, did you?
I did.
No, that's Kat.
You're going to be lying to them?
Nah.
You don't want to lie.
I ate half of it.
You ate a little bit of it.
You ate a lot of that curly hair.
She just pointed at Micro's little baby curl like it's BFB.
I'm dead.
that was me
what's been going on
what song do you want to listen to
Rihanna
I don't know about Rihanna dude
she's a rock nation
She's the ops.
She's brave, but she's a bright op.
I'm trying.
Let's see. Hold on.
How old is she now?
What computer? What big?
She's about to be four in a few months.
my little girl's fired
she was playing on the drums
and singing into the microphone
top of her lungs today
it was so hilarious
they're like on a whole different level
of just turning up
it's fire
yeah they got that like
you know how they say
a drunk man's word is a
baby's truth or something
they just got that
What's that?
I did this.
What do you do?
That.
You're breaking things.
That's what you're doing.
Hey, you're a mean dad.
Hmm?
You're a mean dad.
Because I ain't playing
Chambra like a diamond?
Nah.
So I call you my dad.
Oh my God.
Let's see.
What's going on?
You want to go?
Where are you going?
Oh, my God.
You're just taking over.
You're controlling the situation.
Look, I'm doing my own.
Look.
Try it.
Searching.
What?
Oh, what's that?
I don't even know what's going on, Eva.
Michael.
I got codex because you guys said to try it, and it's growing on me.
they keep resetting my
my prompts like zero
yeah you were saying your usage
limits yeah they reset it again today
it's insane
it's like too much
man it's like every day
I wake up I have more credits I'm like fuck
I'm building like everything
I have 160 repos
and I'm just like blasting through all of them
haha
that's insane 160 repos bro oh my gosh yeah so so a lot of them are for for like some of them
are for reference uh but i've got at least like 40 midnight projects and then they're all part of
like they're starting to morph into this uh kind of a greater digital identity based uh system
it's crazy it's insane what i'm trying to do and i'll never do it but it's so much fun and i'm
really trying i started just using chat gpt and clawed in clawed code i like wired up the harness
to like just use clawed code or i mean uh chat gpt instead of clawed so gpt in devon which is uh
used to be windsurf it's actually more expensive today so i think it was like um it was it was 25
per million for um for claude 4.8 and then for uh gpt uh 5.6 i think the newest one i think that was
30. it's interesting like i trust claude better for programming but i found that the new gpt
has like this higher layer of intellectual,
I guess, maturity.
Like it's kind of like a no BS sort of,
it'll give you a real breakdown
and it's not as sycophant as Claude can be sometimes.
Yeah, makes sense.
Featureism, what's up?
Hey, guys, I was looking through my timeline of people that I usually follow.
On the Midnight side, there was a person called Ian Cain that used to be the head of partnerships.
I know him.
Yeah, he mentioned that obviously he contributed 100 plus partners to Midnight, but there seemed to have been some budget issues and he had to switch to head of partnership for Cosmos.
is this
if Midnight is not part of the
treasury withdraw
processes
how does Midnight budget work per se?
Well it has
its own blockchain, it has a budget
I mean
you have like
founding entities for Midnight
and they're the ones paying people
to work on Midnight
and they're totally separate
from anything Cardano does.
Yeah, it's a different company.
I'm just trying to understand
from a pure partnership perspective,
if you facilitated 100 plus ones
and then you're joining a Cosmos,
I'm not sure whether that's a pure competitor
or just, you know,
it can be non-competitor per se
to Cardano and Midnight.
how would that work
in terms of
NDAs and
all the information you've gathered
and cross partnership levels
I'm just trying to piece it out in my mind
I guess it depends
on what was signed and everything
like maybe you can't talk about
the partnership that they have
with Midnight
but maybe he doesn't have a non-compete
um
Ian Kane's a good dude and he um
is very very talented at uh getting partnerships he did an incredible job and uh you know it might
it might I'm only speculating but uh it it might just be that because you know midnight is so new
that it was out of the budget for right now.
All right.
And then it comes back to, I believe his name is Brian,
the DeFi Viking at AlphaGrove.
He was very knowledgeable.
He was speaking 45 minutes ago, answering questions of mine.
And I'll look at the dialogue of this X space when it's done.
But if you have a certain set of individuals, we're not talking about engineers.
I respect all engineering level that's been taken care of from all the guys that are in this space and other ones.
But if you're talking in terms of, I don't know, partnerships and, you know, Brian mentioned something about banks and I dived super deep the last 20 minutes.
And I saw that specifically for the SpaceX IPO with the 21 banks that were in there.
I'm going to mention them right now.
Senior Rose, Goldman Sachs, Morgan Stanley, J.P. Morgan, Bank of America City.
And then supporting syndicates, Allen & Company, Barclays, BTG Paxual, Deutsche Bank, ING, Mark Carey Group, Mizuho, RBC, Raymond James, Niham Company,
So I'm trying to piece it out together if there's partnerships that happen in a blockchain and obviously NDAs, non-competes, all that go to another blockchain.
And then Charles mentioned before that Cardano is known for the institutional research token.
You know, all of the researchers are relatively interconnected and they know where they can be tenored and where they cannot be tenored per se.
I'm trying to piece out from a maximum futuristic perspective how to position outreaches.
Because I have like 12,000 connections on LinkedIn.
And with Brian's information from today, I'm going to start outreaching like 100 plus people.
Obviously, I don't have IOG's approval or that.
I'll just post it as a side explanation.
I'm going to try to do that.
I'm just trying to get some advice from experts here,
or if you guys know anything.
What do you think I should say and should not say
in posts that I'm going to send to 100 plus people
that are very high up there in these ecosystems of capital
and IPOs and stuff like that?
Any advice is welcome.
I didn't hear what your question was.
The question is more of an advice type of statement.
So now that I know the 21 banks that were positioned with SpaceX,
and 30 minutes ago with Brian from Alpha Grove,
we were talking about reverse SPACs with Chamath,
and we were talking about how, because Charles was in the space one hour ago,
and Charles said that the next future thing that he's focused on
is getting four to five unicorn companies, one billion valuation to Cardano.
And so I then started reverse analyzing that if you create a holding company or whatever company that generates $20 million to $30 million in revenue,
then you give it a $30 million to $50 million valuation, whether it's because it's going to be pre-IPO or whether it's because you're going to raise on that.
There's your unicorn and you do that four or five times and then there's your four or five KPIs.
And then he said that a pure revenue-to-revenue $20 million to $30 million exchange is not legal.
But the way Shammath, for example, did it with his reverse SPACs and he's the SPAC king, he was doing booking revenue and a similar map.
So I'm diving into that deep hole.
And now that I've gathered more information, what I'm going to do on LinkedIn, I'm going to be reaching out probably 100 plus times to get to understand the process.
While I'm doing that, it becomes a nuanced thing where you need, I think, a better way of it is some people saying there are certain things that you should say, certain things you should not say because of existing partnerships that have happened before.
and what I'm doing with that is I'm going to be able to gather knowledge
of existing and previous partnerships,
not to use it in a negative way, only in a positive way.
Like example, one year ago, there was like this big query
that Phil was explaining how Tether and Circle and how much money they want.
And then I remember I was asking some people on LinkedIn
on Tether and Circle about partnerships and costs.
And they're like, yeah, we already have a person from Cardano and obviously JJ, and we've discussed that already.
I'm like, oops, I don't want to go deeper here because it's already been taken care of.
So in that kind of sense, if I'm doing this as a pure volunteerism, as Phil has said that he has 90% of his time is volunteerism, what should I say and what should I not say?
That's my question.
Okay.
Thank you.
Did I run?
Did no one answer the guy?
Looks like you answered the guy.
No worries.
I'll wait for Phil to come back.
I'll ask him.
It all depends, right?
It depends on what you can say.
depends on if you work with the team right if you're just out here willy-nilly trying to get
people to come to midnight you're free to say everything except you know other legalities
where you're gonna promise financial gains and shit like that that you shouldn't do but
i'm pretty sure as long as you don't work for the team you're at liberty to do whatever the
hell you want to do if you want to go talk to somebody on solana form a partnership and uh
bring them over here, I think you could do whatever you want to do.
Personally, I don't know.
I believe I'm a midnight ambassador,
but obviously I have my business that makes 20K revenue a month.
And then also I'm a credential tax accountant.
But the reason I'm doing this...
Are you an ambassador or a leader?
Because when you go, at least with me,
like I know when we became a leader,
when we went out to Japan, they had like...
That was pretty much the workshop.
They sat you down. They went through, you know, branding things. You could say things you couldn't say
And things like that I wasn't able to go to Japan because during tax season I work a hundred plus hours a week
All right, well, I'll try to they had like documents and stuff is pretty I missed the first half too because I left my clothes never came and I had to go buy clothes for the
the event because my luggage never came.
So I missed the first half when they were going through all that finite stuff.
I just remember when they were going over the branding, I'm like, oh, shit,
I done violated half the ship the first couple days.
But, yeah, I'll figure it out and I'll get you that information if you really want to know.
I'm out here just trying to get Ascot to put $200 million in the midnight.
That's all I'm trying to do.
Great. Thank you. Appreciate it.
Yeah, I mean, I just feel like we're on the cusp of if we keep pushing,
as Charles described it one hour ago, if we keep pushing in different directions,
we may struck some extra gold.
And I know that when you're doing something out of pure volunteerism rather than being paid,
it's also a different mentality.
You have to be truly interested in something to push it to the max in order to work out,
where if you're paid sometimes, you know, you think of it in a different manner.
So I know I'm going above and beyond.
I've invested a little bit, but it's not like I'm in the millions of dollars or whatever.
But the point is that I really want to get to the pragmatical experience point as, you know, all the ideas that I've pursued the last one plus year.
And as I'm getting more information from Charles and all of those, those are ideas that, you know, have not been tried.
Maybe, maybe they have been discussed in the idea manner, but all of them require some capital.
and I just kind of want to push in that direction
because I don't think I hear anyone talking about them.
Maybe actually such discussions have occurred,
but maybe they happen behind the scenes.
It's more technical, but either way,
if I keep pushing, I think eventually I'll get to a point.
But I appreciate it, Dr. Ozzy,
if you send me some notes from the leader meeting in Japan.
I wasn't able to go there.
Yeah, I'll get it, definitely.
And when you're trying to push your own endeavors
and the best thing you can always do in this space,
because I think people are hip,
at one point you could come to crypto with an idea,
essentially, in a business case,
and you were quick to get funding.
And I think really it's market conditions as well.
I don't think that's a way either.
I think at one point there'll be stupid people,
probably me, I'll probably be one of them,
buying NFTs again, memes again,
and doing the same shit that I tell myself I shouldn't do.
in this space. But the best thing you can do is try to prove it at a small scale if you can
and try to do like an MVP. And if you're trying to go after like financial things,
do like fillers, right? So get on LinkedIn, find people that's in that business and have a
questionnaire and run it through them like 20 times and just try to get a filler for the people
that are in that industry or in that market.
It might not be in the crypto market.
They might be in the Web2 market
and just interview the fuck out of multiple people.
And then you come back and say,
hey, look, I interviewed, you know,
20 people or 100 people or however many,
however far you want to go and said,
of these 100 people,
people thought this was a great use case.
Here's what they didn't like.
Here's what they did like.
And you start building off of that.
And then you'll have people
that are more willing to invest revenue
once it comes time for capital
acquisition would be how I would approach that personally.
Yeah, this is a little bit. Yeah, go ahead.
Sorry. Just one thing, because I was a little unclear exactly what the intention was there. But
if you take your proposal and put it together, you can present it to like Eva and even Jack can
possibly give you some feedback on it before you try to implement.
And then you could kind of go from there.
Maybe they could escalate it or give you tips as well.
Well, Johnny, they also have those programs too, depending on which one.
They have like those, the multiple different programs.
And depending on where you're at and what kind of team you have,
presenting them to those different programs to get funding.
If you really want to pass it.
So if you give them a proposal, this is what I want to plan.
This is how I plan on scaling it.
This is my proof of concept.
This is what I would need to start.
Now, hold on a second.
I know you're talking here.
Sorry.
Let me check on something.
Okay.
Follow us down there.
Down there in the list of this, right?
There's this person called Maya Villa.
Maya Mahajila?
You know what I'm talking about?
Maya Villa?
Yeah, is that Satoshi's bride?
Yeah, I see her.
Isn't she just up here?
I'm telling you.
Falcon Heavy. I don't give a fuck.
Isn't Satoshi's bride a speaker right now?
Well,
Satoshi's bride,
is that your alt account?
Before I boot it to Mars
on the starship.
Yeah, they got the Night Sky.
They got a bunch of different programs.
If you want to...
Oh, I'm saying...
Let's get this.
Hello?
Yo?
It's Ocean Bride.
She getting fucking booed the fuck out of here.
Now they want to vote.
And play.
and blocked actually we're blocking this shit maybe i don't think that other one was uh
it don't matter you're another collateral damage
i'm surprised you had her up as speaker the whole time but i didn't i didn't i would have
never let her ass up here oh really no in my absence she's snug up here you know
He was fucking like hiding out inside.
I was like.
Yeah, he was LARPing.
LARPing.
I think she was up here since Charles.
No, it was like right up here.
No way.
No, she was when I went to go eat dinner and stuff.
Somehow she slithered her way because, you know, Phil is far nicer.
You know what I mean?
And it might have been Lucas, actually.
Lucas, because that's the same maker.
that is
what's that you Lucas?
you were a co-host too bro
you were a co-host too
when
I went to go eat dinner
I didn't let anybody up
to be honest
I'm just making sure bro
I know that it matters
he let everybody up
I know that it matters
but you know
I don't feel like I'm on trial
we chillin'
I can't stand that one person
I understand
it doesn't bother me
that you can't stand them.
So we're good.
Yeah, yeah, yeah.
No, like, I mean, a person with at least 12 fucking accounts
that continues to rotate,
it's kind of like a Bikram, right?
Why do they need 12 accounts?
Think about that.
You know what I'm saying?
I mean, it's two possibilities.
Which one?
Either, just in general for this type of person, right?
Either they're up to something nefarious,
or they're just big trolling.
Or they have some kind of weird mental
kind of disposition
that makes them think that that's normal behavior.
Both, which I don't want to be around,
to be honest.
Are we back, bro?
Are we building on Cardano again?
No, no, no.
We ain't building on old Canton.
I think that Night Sky,
the application date closes tomorrow,
I believe, right?
To be really honest, bro,
Okay.
This is going to be hard to say.
This is a thing.
We need all the money.
I'm sorry we can't share it.
We can only share it with the boys.
You can sign up to be one of the boys.
This is the problem, Michael.
This is the problem.
Every once in a while, you have this glimmer of hope.
This glimmer of things.
There's certain things that happen
that you're like, okay.
We're cooking.
and then
somehow, someway, it just all falls apart again.
Like, for example,
you know what I mean?
Seesaw.
Oh, Seesaw.
I blocked all that shit.
I said Seesaw.
Oh.
That's cool.
That's TTS, John.
No, Lucas wasn't here yesterday.
I saw some of the
the conversation, but I didn't listen.
I know. It was funny.
Sean shows up and then
boom, he
immediately does his John
thing. He does the most John things.
I like
John. I like John as a person,
but then he
turns a conversation into shit that is
kind of hard to tolerate.
Anyway, it don't matter.
My last
little bit
that I got towards Casper with a C
is alpha growth, right?
If the ecosystem commits to
pushing a thriving DeFi ecosystem
in which people can put, you know,
after all the evaluation and all that bullshit,
because obviously it's a long road.
But if there's a commitment towards
targeting the market that exists
rather than the market
that they want
to fantasize about
it's a big difference
and I'm here for that
but like
so we'll see
and it should be defined within the next few weeks
I'm about to be a vibe coder on lean though
I'm about to tell you know
TypeScript
A vibe coder on hetero
Yeah
What the fuck's so fucking funny bro
I want to vibe lean
I don't believe you
I want to lean to vibe
I want to fucking
hyper hetero.
Welcome back.
I'm not quite here.
I'm not quite yet going to abandon Phil.
Phil, I'm going to be a vibe coder
on lean, bro.
You know what I'm saying?
Lean with the spight, bro.
Lean with me, Rob.
Just too hetero.
If the extension don't go through,
these are hurdles, right?
Like the Olympics.
You got to do the hurdles first
Jump on the chain
And you got to be like
Hussein Bolt
I got a picture of him
Signed on my wall right now
No cap
Hussein?
Yeah, Hussein Bolt
You saying?
Whatever, man
Hussein, bro
Let me take a picture of this
Hussein
Hussein Bolt, bro
What did he say?
Saddam Bolt
Hussein
Hussein in the membrane
I'm going to take a picture.
I'm going to take a picture right there.
I got an autograph for December 1st.
He was in Portland one time.
I'll post it so you don't think I'm capping.
So you went to a ditty party?
What's that?
What happened?
We're just straight guys, bro.
Don't be fucking tripping.
Lucas was at the ditty party.
I seen it on this guy.
Bro, I would have fucking went, bro.
I don't give a fuck.
He said, I would have been in there with the baby oil.
I would have definitely gone.
I would have too.
You're telling me it's like, oh, all these fucking cool, famous motherfuckers.
I think everybody would until they heard or seen what went on.
I think a lot of people went and they regretted they went.
They're like, what is going on in that room?
You just got to leave by 11, bro.
11.05, you're too traumatized.
You got to leave before the temperature in the room starts warming.
up. You start swearing, saying,
all of a sudden, people are like, oh, you want some
baby oil? You're like, wait, what the hell is going on?
Once the baby oil comes out, it's time for me to get the
keys, you know what I mean? Where's my keys out
that basket, if you know what I'm talking about?
Damn, bro.
That's what the swingers do, if you guys didn't know. They put the
keys in the basket.
Bunch of vanilla fuckers.
Whoa. But he's
saying he's going to
hold it down.
Put the keys in the basket.
That's
That's selective disclosure, Johnny.
You see that?
If we were on midnight,
they wouldn't have to be.
I just took a picture.
I just took a picture from over here.
On my wall,
I got his same boat right there.
He's the fastest man in the metaverse.
Fastest man in the metaverse.
No, he's not.
Because Michael Phelps
would ghost him in the water, bro.
I want to see him stay
and try to run on water like Jesus.
I bet you he gets left.
Michael Phelps is like a finisher.
Hit me on.
Most of the earth is water.
Did I say the aquaverse
or did I say the metaverse?
There's water in the metaverse, bro.
You see that?
Every metaverse I've seen, they have water.
I didn't say aquaverse.
I didn't say no aquaverse, bro.
I said metaverse.
My pavia plot was on water, Esco.
All right?
My pavia plot was on water.
Look what you've done, cat.
Now I've got to go put you in another room.
Because you won't leave this.
Don't worry about it.
Futurism.
What's up, futurism?
you know me i always try to add some business stuff you said metaverse what about a multiverse
because i'm invested in that which looks exactly like for example a shop
is different because it looks exactly like for example a shop like a dispenser do you think that
clients would prefer to use that or do you think they would prefer to use the old way uh person to
person.
Hedero to
heather.
Depends on
the age.
Depends on
the age and
it depends on
what I'm
doing.
Wow.
I want you
guys to
start being
straight.
Yeah,
they're being
extra
testosterone
is going
everywhere.
I got a
little bit of
lean,
Lucas.
They're going
straight here.
We lean to
the left a
little bit.
Whoa.
Lean with
the spread.
You got to
cut it out.
The latest
album by
Young Simi.
I'm just kidding guys.
What is it? What is it? What is it? Let's play it.
I'm kidding. He had lean with the Sprite like one and two I think.
Never heard a young Simi bro?
It's like 2015 Florida rapper vibes bro.
I'm one taking it.
All right.
Teaching them games and showing them flames
Now they know the name, I'm whipping the grain
I've been in the game, giving them hell
So they know the name, pumping the smoke
Now I'm high as a plane, why she give me brain?
I don't know her name, blow up the lean
And pass it to me, send me the nigga
Get glasses and see that I come in peace
Chopper chop niggas and give them to sleep
Mommy is ready, she feeling on me
Alphabet nigga, she feeling the G
Ridiculous mobbing, we coming, we deep
Taking your girl, now she chilling with me
The one and the only she think it's a dream
Blow through tights, who got the lean?
Who turned up, who do it like me?
I like that, he do got the lean.
I had to play
Lucas' favorite song.
You know.
At the same time, you ever heard of Rich Humming Kwan?
Man, RIP him, man.
RIP Rich Humming Kwan.
Who remembers Nick's dream?
Yeah.
My hip bitch, that's tryna make him son, ain't no tellin', he'll do for the pay, ain't no tellin', souffle, I'm straight, I stay, my plate, shot, gate, I'm a smooth operator, I drop top of my wheel, baby, that con drivin', make you feel some type of way, I know you do, that custom right, make you feel some type of way,
See, bitch, young boy, got me feeling some type of way.
Easy, cuz my homie's rich, you feel some type of way.
Do that right to some type of way.
Make you feel some type of way.
If she wanna fuck me, know you feel some type of way.
Mr. CEO, it's what my title say.
Me and my homie, see your hoe, he feel some type of way.
Okay, now let me real, I know you feel some type of way.
When I get the bite on her, yeah, she make that Tyson face.
Don't look like that.
I drive down to my knee thankful for life today
Thank you, love
No nap since long sleep
Have a name
I can tell if he 12 right away
Go through hell cause I can move you far away
Drop you off late, no feel some type of way
I got hoes like golf tryna make what Tiger made
I gotta hide away
And I go down sometimes to get my mind a break
I find a way to whack
To still get to the struggle
What I'm trying to say
Can't ain't lying to death
When I tell you that I love
My little bitch
That's trying to make him sense
Ain't no time to kill you for the place
Lucas is listening to all sorts of historic shit
Well, what's Lucas listening to?
Oh, in the background?
Let's see what this one's about
Sabrina Carpenter
Let's see
Mm-mm.
That's it.
The full history of the...
I've already seen this one.
I'm going to turn that off.
Are you ready?
Okay.
I don't plan on stopping at all.
I want this shit forever.
Never mind.
I shut this shit down in the mall.
It's selling that girl.
She the one for me.
And I ain't need a plan in the car.
I want this shit forever.
Never mind.
trying to trying to think hypothetically so let me give you the scenario you tell me what i should
think another vertical all right so last year i i was with tracks nyc in a final round interview
with uh mickey you know the the guys that sell jewelry in new york city yeah yeah you know three
and a half mil a month or so if you look at their uh page right now uh they made a post with soft
sophie rain so this is a convergence between two industries that i never thought that would converge
And they just did.
And so from a pure perspective of me talking about 20 to 30 million, 30x, 50x valuation, 1 billion unicorn.
If you take a jewelry company that has three and a half mil revenue per month, a.k.a. up to 40 something million a year.
If you were to convert that with, I don't know, some tech, crypto, whatever, and you put it at 30x valuation, there's your 1 billion unicorn.
But I did not expect now for it to tweak in this direction.
Because you have two signs of the coin, right?
You have Mr. Beast with Mystic Pictures that doesn't want anything adult associated with any of his shootings.
I mean, like video content, I mean.
And he has BlackRock behind him, tries to IPO out of 5 billion.
And then you have this use case in which, you know, a little bit involved.
I have like 100 plus listings of Rolexes and Philippe, all the famous brands on an arbitrage listed on Facebook Marketplace.
I get some inquiries here and there.
But I'm trying to figure out on which side of the aisle do we stand here as a community?
Because Charles can be, you know, on the side of the aisle, like there's no limits.
Any use cases you can find for a midnight cardinal, he's all for it.
But then again, all day.
I'm sorry.
Gooner gang all day.
Okay.
All right.
So it depends.
Once again, right?
I think even though it might be a good idea, sometimes partnering with...
Okay.
All right.
There we are.
Man.
Is this the big one song?
This is the Bitcoin song.
All right, Bitcoin. Here we go.
i've sent us a grandma from dago and next to you
i'm trying to make sure that our canadian brothers are taking care of me
oof
so i think dr oz was saying something yeah so it depends right i think a lot of like community
people's been here so long like we had elsa gene uh in the bull run got rugs we had snoop dog
and the bulldog.
We didn't know what I was talking about.
I mean, no, ecosystem.
Not we.
Everybody's like, I mean, they were here.
Celebrities and big-name people with ideas.
Baron Davis even came with the bad Santas or whatever.
When there's big celebrities' names.
They didn't come to the eco, bro.
They came to collect the check.
Exactly.
And that's where a lot of perception of people,
when you attach your names to people outside,
Really the best way to do it in this space
Sadly is either one prove use case or two
Bang off on KPIs
We're from France
In my opinion
I wouldn't attach my name to any celebrity
In my head once I see you're attached to big money
I think you guys are going to liquidate on me
I want to see big money put money in
And you don't see that right now
this most big names come near to extract like like they were said we're about to extract like a
motherfucker let's go let's go let's go super cycle uh i think um was it johnny mentioned something
about eva and john that can give out a proposal i can think of one use case that i could reach out
Let's see what happens.
So you know that in the U.S. you have all these Greek fraternities in college and sororities.
All of them have voting system.
I don't know whether you guys have ever been part of a fraternity, but usually during chapter night, whether it's the initiation of new people, whether it's voting on positions or whatever else, people usually go with an Excel sheet.
People come in, come out, and are voted for positions and stuff like that.
um and that's millions and millions of members um what do you think on
that use case of maybe offering um like some kind of a partnership with all the greek
sororities and fraternities what do you think on that so what once again it goes back to you i
would go to some seniorities or whatever talk about how many would use it um do they know
crypto kind of get a filler because you might have a great fucking idea but if no one's going to use
it there's no product market fit um so instead of just necessarily shooting ideas to have an idea
i just dig in the areas you're comfortable with the areas you know that you already have to be
familiar with rather than just so i understand the process of having a hundred thousand eight
at the end of request the treasury withdrawal but i still do not have a direct way of understanding
and which are the emails for seniority.
Last year when I was at Rare Evo,
I got like a few emails from Input Output.
You know, I've sent them quite a lot of emails,
obviously less replies.
And Phil said that they're quite stretched thin right now.
So I'm still trying to figure out
which seniority would respond to me
from a customer service perspective
a little bit more often than once.
None of them are going to probably listen to you.
I'm talking about, I thought you meant like Greek seniorities in colleges.
I was talking about reaching out to those and see if they would use it.
Oh, no.
I know the presidents of some of them.
I already know that.
If they have something that can be associated with a partnership that could potentially make money, they would be in theory interested.
The point here is on the governance Cardano and IOHK side.
That's where I'm trying to understand what seniority can I send proposals to.
You know, Johnny said Eva and John usually look at proposals.
Who are those people?
I sent you a DM with Eva's name already when you asked like 35 minutes ago.
Oh, great.
I'm noticing it now.
Is that the only person or are there other people?
That's the one that at midnight that I knew I could send you to.
I'm not going to send you to other people.
That's what I thought you were asking.
What are you looking for?
You want me to give you all that?
That's great.
No, if that's for midnight, that's great.
What about...
Are you strictly on midnight, or do you dabble in Cardano as well?
You want Frederick's number?
We text Frederick Guards.
I can get that for you, too, if you really want.
Well, I don't want to sound spammy.
Obviously, I'll be very curated and just send a one-time text,
but it's probably going to be long.
He's probably not going to respond.
Yeah, email's the best way to get a hold of him.
Or you could send him a LinkedIn.
They're probably more privy to reach out to Cardano Foundation on LinkedIn
than on X or anywhere else.
All right.
I'll just go on LinkedIn and stop messaging all of them then.
Thank you.
All right, back to the fun.
Let's go put back on the music.
I heard Mike Rappruss was rapping the last one.
There you go.
Crazy on baby.
They sent me, dawg
I just broke off with a 10-piece, dawg
There ain't nothing, I'm just being friendly, dawg
It's just a little 10-piece for it just to blow it in the mob
Doesn't mean that we involved
I just what?
I just put a rigid on the card
I ain't gonna play a ball
But I'll show you how the fuck you gotta do it
If you really wanna fall
Take a while when you're back against the wall
And I want your niggas need you to go away
I'm going mad or I'm anyway
Saw you last night with D.D.
Yeah, a lot of murk caught me in the hallway
Got a sticky and I keep it at my doll's place
Girl, I left you loving magic, not a saucehade
This guy's crazy, bro
All the theatrics off of us is annoying
To be honest
It's annoying, bro
And Drake, you too
It's annoying, bro
All the little theatrics he does
yeah like the whole video is like
they're trying to make a movie or something
oh that must be distracting as well
but what else is happening you know Charles left
that shit was fire I ain't even gonna care
you know we had Alex
especially the biology stuff is super interesting
because obviously I'm interested in that
yeah we had Charles
and we had, you know,
CTO from
Algo
and even Alex from CF
in here.
We're waiting on you to end the space so we can actually
listen to it.
Did Brian talk?
The Alphagross team?
Yeah, he was mostly talking to
Futurists. Oh, I wasn't here.
I was having dinner, bro.
That's fire.
So this space has been game
time for real.
Brian's level of
answers was so high level though
very high level
yeah I mean he's had
the most experience in that field
he had way better answers than I could have imagined
like the legality of it is like an interesting
part and the
fact that Elon is really that
sort of special case
where
nobody else would
probably let that slide
hell Elon
probably get it's probably gonna get sued for the spacex ship like for the next five years
he's probably gonna get sued every day luckily he's a trillionaire yeah but you can think about
it people are probably gonna sue every time spacex dumps like every single time
like oh they dumped on my head top yeah yeah he's gonna have like a lawsuit for each unlock
and like every unlock period there's gonna be like a new lawsuit
wait what happened um who we're talking about elon and spacex because uh he has a large amount
locked up unlike with he locked up 90 what do you mean large percent he locked up 96 percent
yo this mf treated his ipo as a meme token but here's the here's the thing
it's because it's not a token it's because it's not a token it's a security he actually opens
himself up to getting sued
for the security.
That's the thing.
Someone can sue him.
He probably did the math already though, Micro, and went
I can handle it.
He has his reasons, for sure.
But what I'm saying is...
I can handle every lawsuit, no problem, bro.
Yeah, exactly.
Controlling the flow
is far more important
than getting sued.
But what I'm saying is, he definitely
will get sued a lot.
But most of them are, he gets sued all the time, A, and a lot of them are frivolous, and he likes to sue other people too.
Scam Oldman.
To be honest, if you go on.
No, the shit with Scam Oldman, him not getting the go, and instead the court saying, going against them, I was disappointed.
Because in reality, bro, like if, for example, you know, little crypto shit here, let's just say,
oh yeah we're gonna be a non-profit blah blah blah cool let me put a bag in that
and then later on when when you're finally making money you're gonna be like
no fuck me we for profit well then where's my profit am i missing something what am i missing
you're not missing anything you're missing just okay the company was able to shift over time
and like they didn't
first off the
company is still a non-profit
it just has a for-profit
spin-off
it's called Shell Company
yeah
they just show that shit up
but like that shit usually never goes well
in court trying to sue for that
so it was against the Elon's favor in that
and then B
Sam Oldman is one type of guy
but you know he's not
and let's keep it 100
everything that's non-profit
is technically for profit
like across the board
to be honest
well nah dude
I saw a lot of crypto businesses that are
for profit that were non-profit
that was a good one
I'm going to tell you something
think about this logistically
Sam Oatman won
the battle
right?
The neighborhood fight.
The scrap.
Yeah they scrapped up
back alley type shit
you know.
But you know what? I'm going to tell you right now what's going to happen.
Once upon a time there's this
motherfucker that can launch rockets into
space right? And this motherfucker
is about to put out a bunch of data centers
just floating the earth.
It is very unfortunate
for he
who won the battle
on earth
to try and even fathom
the war on
outer space.
Okay?
As of right now...
He's thinking of getting into the space race.
Funny enough.
He better.
He better because otherwise he's going to get cooked anyways.
So he better fucking
get into the, you know,
stratospheric
data center, whatever the fuck it is
that Elon is going to do.
Because if not, he's going to end up
kissing his fucking ring regardless.
And that's just my little
speculative, you know,
idea here of like,
oh,
I think
the data
center race or whatever
eventually is going to blow up.
Yeah, yeah. I mean, here's what I see is Elon has a personal vendetta against Sam.
And Sam doesn't seem to quite have the same vendetta back.
But Elon is definitely, like you can tell when he posts, he's like very spiteful of Sam.
And Sam, I don't think has quite the same strong feeling, which is interesting.
I personally don't hold that strong feeling against Sam at all.
I mean I use Chachi Guti
all the fucking time
I don't give a fuck
he ain't hetero
he's more hetero
than the guy who runs squad
Sam Altman is more hetero
having a boyfriend
no he's more hetero
I stand by that
he's gay and he's still more hetero than Dario
yeah
that is
that is how gay Dario is
Dario is so gay that he can be
hetero and algea gay man that is how insanely fucking gay he is okay you got me you got me
you got me that's what i mean bro claude we have to we do ai is so powerful it's gonna destroy the
world this ai you don't understand it's so good it could hack the u.s government in one day and
nuke the u.s but make the u.s nuke itself dude it's gonna we can't we can't even release this
to the public because it's so dangerous.
Meanwhile, me asking fucking
Fable. Is this a school that does podcasts with people?
Interviews and shit?
Yeah, of course. He always does AI alignment
bullshit. He's like, we've
tested our AI and
the dangers of AI are
incomprehensible. Our AI
will sometimes lie to you
and pretend to do things that
you're asking, but actually be evil
and malicious and try to steal
and cheat.
Fable will nuke the US if
left unprotected and meanwhile I try
to ask Fable to move some
documents across my computer and it gets stuck
looping for 40 minutes.
Dario
is definitely gay, bro.
Fable
is so dangerous, it will
destroy the US. The US government is like,
okay, we gotta regulate it.
Sam Lillman's not gay,
bro. He just bangs dudes.
Big difference.
They regulate
Fable and then he's like, no, no,
I didn't mean it was dangerous.
It definitely,
this is so crazy.
I can't believe you guys are doing this to our company and regulating our thing
that I just spent the last year doom posting about how it's going to kill you
all and become the Terminator.
Yeah.
And do you know what the funny part is?
He worked at open AI and did the same exact thing with chat GPT too.
It was so fucking funny.
Literally Dario had the same playbook seven years ago,
like
or maybe it was like
six years ago
but either way
it was
not that long ago
yeah I mean
he got himself
fucking regulated
up the wazoo
yeah it worked
he fucked his company
in the asshole
by the US
he got his company
he like pushed back
his company
his company was
number one leading
across all metrics
by developer adoption
yeah
and then he took
Fable off the market
for like three months
when OpenAI
had zero answer
to Fable
because he fucking convinced the US to regulate him in the butthole.
Yeah, yeah. OpenAI wasn't ready.
And then, like, boom.
By the time Fable came back, like, less than a week later,
5.6 comes out and people are like,
you know, 5.6 is pretty equal to Fable or kind of close to it.
So, like, I could just, like, run 5.6
and, like, OpenAI gives you literally infinite fucking credits.
unless you are looping these things 24-7
on like max mode
or ultra or some shit,
you cannot run through your credit limit
without doing like stupid things
that aren't productive.
Bro, if you use Herder, dude,
if you use Herder and you loop,
dude, you fucking run so many credits, dude.
It's crazy.
You're not keeping up with me at all.
I use Herder.
You don't use Herder, bro.
You don't even know what it is.
That's pretty good.
I like that.
You're a funny guy.
My boy just got into
vibe coding and he was just like...
He sent me two repos.
He's like, pull these repos. I was like, alright, I'll check them out.
Then he's like, do you use Git, bro?
Are you...
Yeah. That's so funny.
Bro, I save everything
with a file. I save every single
change in a different folder on my computer
dated by the hour.
Yeah. I was like, brother,
I was like, get some fundamentals.
I re-implemented Git by using Merkle trees.
What do you mean Git?
Google Drive, dude.
You just upload to Google Drive.
I just write all my shit.
I write all my shit live to Google Docs.
It has full edit history.
So I can go back to any moment in time.
That is so good.
Bro, I used to have to like...
When I was running a business.
A little vegan food business.
obviously you can't teach people who have never used a computer like that how to use git at a
restaurant business so i had them like update inventory on like google sheets because like
you know anyone can pretty much use excel by the time they're like 18 usually so anyways
but you know look up for me sometimes values would get edited to like something completely
random like an insane number and i'm like that's not how much we have in the inventory so i have
to go through the google history and revert that while keeping some of the changes
that were actually meant to keep be kept and that was a nightmare but yes i i realized that like
google actually has like a full-on history that's like pretty good
yeah they have like i had to do like five sections sometimes yeah they have a whole
tracking along on everything basically yeah i had to like bisect like the different commits in the
history to like figure out when did this shit get fucked so i could like see what the value was
before bro i got people in my office literally that like the manager for like customer service
who hires new people who should never be asking me anything because you should be
definitely competent enough
to do everything that you do
messaging me
all day today
did you
get the person signed up for Slack
it's downloaded
to their computer
I did it remotely
did they put in the email
and click
send fucking whatever
she's like well should she do it on her phone
I'm like holy shit
it gets to a point where like the retardation is like i don't even know what to say back because
i'm like are you fucking retarded i don't have time to deal with you because you're so stupid
like it's yeah it's it's an idea of like how do you even how do you comprehend what they comprehend
so that you can like fill in the gaps dude that's like always a challenge ai for this all day long
to make it so i'm like hey uh because i have to explain things because like my bosses that'd be
good it's like here's the quite a question they asked me and then like see if ai can like
i use ai most of the time for shit like this to be honest which is my boss is like 80 years old
but there's no one between me and him so like i'm like the main key decision maker on everything
plus running the entire dev team plus handling the marketing team plus handing the fucking sales
team plus handling anything internal and customer service all the fucking bullshit right but
things need to be explained to him in a way that i can't explain it because he'll never understand
and he only reads the first two lines of the email anyways or you might as well just call him
so i literally have this like stupid little like skill prompt thing that i just make it reference
that every time i need to talk to my boss because it makes it understandable for the 80 year old
and then i've also done yeah it's like it literally has all the things in there be like he's 80 years
old he doesn't really understand yeah i was thinking you're gonna have that i even give him
like this is an 80 year old man you gotta use terms from the 1960s yeah and i even it even
knows like how he how he like acts as a person towards like you know certain like wow yeah
embedded knowledge in the fucking weight yeah i've been there i've been there 10 years so i know i'm
like the back of my hand so it's like it only it's not that many lines but it's just like you
know a few lines of like his person like the personality and like how he likes to handle
things and whatnot like he's a yes man so it's like make sure like you can always technically
say yes to doing something but there's you know it's just like a whole thing and i did that i
started doing this brother that's how you end up on the marketing team the design team the
management team because you keep saying yes to this nigga dude sit down and tell that old man
and retire.
Hey, bro.
I mean, he's 80. If he retires
at that point, he will literally fall over
the next day. He needs that job
to keep him alive.
Yeah, and currently
he's a couple miles down the block
in a fucking wheelchair at his house,
bro. He can't even make it to the office
because his ass got sick when I got married
last year. I didn't even know until I came
back. But he's been out of the office.
Why, you guys think you're cheating on him or what?
He said, hey, those hours are for me, baby boy.
All I know is that, you know.
Wait, he's in a wheelchair now, he said?
Yeah, but that's fine.
We're not worried about that.
I mean, he still comes to the office or no?
No, not right now.
Oh.
But equity is important, right, in companies like this.
Getting paid a certain amount of money is important in companies like this.
If you've been there for a decade, you make sure if anything were to happen, all your bases are covered, right?
Or unless, like, because I'm very psychotic about stuff like that.
So, like, I mean, yeah, I've been there 10 years.
There's a nice.
I'm surprised he doesn't have any.
What do you mean you're psychotic?
Hold on, hold on, micro.
What do you mean psychotic?
I said psychotic.
No, you meant.
Yeah, yeah, I know.
T-PAL, talk to us here.
Are you all right?
You're doing okay.
Hey, bro.
You're not going to hurt you.
Bro, not all white guys sound the same, bro.
Thank you.
Yeah, they do.
Thank you.
I appreciate that.
You know.
Jesus Christ.
The way Lucas wants to be a white American is insane, dude.
This guy would be rubbing his shoulders in a freaking Bombay Peach house.
I can hear the East Coast in these motherfuckers' mouths, bro.
I am not an English-Saxon, brother.
You're on the eastern side of the sea.
You know what I'm saying?
You hit the Atlantic over there.
I mean, I'm not saying you're Eastern, but I'm just saying like you're East, but we're at the same.
We can grow almost the same plants across the board, though.
And I'm a gardener and I love gardening.
And like I want the ham on that shit for like, I mean, I never stopped learning about gardening.
But we have a good equilibrium.
Like we can grow very similar things, which is pretty dope.
So that's how I know we're tight.
but what i mean by psychotic uh ain't nobody touching my money or my future life
that shit is locked down to a t where like this dude dies tomorrow i have i would prefer that to
be honest he could die tomorrow i'd be stoked because it's one of the biggest paydays of my
fucking life and i can do whatever the fuck i want like hey brosky it's a good party space
Chill out, brother.
Does he have children in which they get equity as well?
Zero fucking children.
And divorce his wife in 2012.
But she's the accountant in the office.
He got a fucking leash on that bitch.
She shows up four days a week plus Sunday.
So I guess five.
But she takes Thursday off for her horses.
I already read the trust.
She gets 100K a year.
So this is a multi-million dollar company, bro.
It's not a company that doesn't make any money.
And there's no one between me and him and the rest of my life and his life.
and no children.
He's a brother, but the stipulations
for his brother's child to get
money is hilarious, bro.
I read through the trust. He needs to make
a certain amount of money a year.
A certain type of formal education
needs to be acquired.
All these different things, and then he only gets
a certain amount at a certain age.
And it's really not
even that much, but
it's just so funny, bro. I've access to everything.
I mean, it's probably enough to
I am the key holder, bro, of the entire company.
That's the funny part.
I could just literally just.
Bro, you a little Asian guy?
You the key maker?
Nah, I'm white as hell with long blonde hair and blue eyes.
But, you know, it is.
Isn't Dr. Oz dying because he knows?
He's seen my ass.
I know Dr. Oz deep down right now.
He's got that Nordic in him.
Dr. Oz is driving me right now because probably when I met him first,
I wasn't on this type of level.
but now I went from customer service
to basically running the bitch
over 10 years
very nice
that was very good
well that's what we love to see man progress
climbing the ladder
that's the thing
you're able to
you're able to take over
a business
that doesn't sound like white privilege to me
straight from
the trenches bro
dude the white trenches
as a customer service is a place to you know applaud where you came from all started with
fucking email marketing after that and i didn't like the way the emails look so i started coding
them by myself because i didn't like the drag and drop or like witchy wig editors or whatever
the fuck they call that shit and i didn't like it i needed it to display like because my also
this is some background my cousin we luckily have different last names so i can say this
he's the head designer for the back end team at uber and before that was gopro so he's a ux ui
designer like top five to ten on dribble if when dribble was a thing but nice i wanted the emails
to look pretty that's why like back in the day my bio was to say like pretty websites because i
like to make pretty websites i don't really care about uh the back end of things to be honest but
that's where like
it all inspired from that
oh yeah shout out to back ends
yeah shout out to the back end dude
if you got a big old wagon back there
just make sure you're taking care of it
dude
I appreciate a full stack
you know what I mean
full stack
top to bottom full stack
that's what you got
your affiliate
there yeah i just sent you i just sent you a dm from from the the little homie earlier that was
like yo my shit got hacked this and that with the group i think that nobody can send you messages
unless you're friends with them or something oh yeah the homie tried to say that shit on state
i'm like yo yo i was in the center box and i'm like yo this guy needs to and then you guys told
him to shut up and i was like thank god wait no i just sent you his wallet or whatever message
They send me and put it to the thing, this and that, whatever.
If it is, it is.
And if he is one of the compromised wallets, then, you know,
second file will make him whole.
If it ain't, then I don't know what the fuck we can do.
Shit.
Well, yeah.
This was not.
No, this happened today.
Oh, we got a new incident.
No, it's not an incident.
I was very sus because the guy had no followers.
He had no post.
I think it's just begging for a donation.
You see what I'm saying?
That's why I was like, yo, stop it with the shit.
If it is, it is.
If it ain't, it ain't.
Send the adi.
It'll be checked.
If it is, cool.
That's why I was kind of being rude.
I wasn't even being rude, but I know what time it is.
I'm going to gather all the compromise.
As well as I can find them, I'm going to send them to everyone in space.
That's a thing.
Oh, I was compromised.
Look at, check my address.
Send it to this GoFundMe or this address on Ada called GoFundMe.
It's like, nah, bro.
You got to wait on the second five shit.
You either get your fund back or you don't.
Dude, I got kids to feed, bro.
I got kids to feed, bro.
I tell them, too, when they hit me up for money, I tell them I'm poor, too.
Straight up.
Like, dude, I have people from Africa like, hey, man, you're going to – I'm like, I'm poor, too.
Go look at Dollar Signed Dr. Oz.
I'm poor.
My cousin's account has a rinse
I need to actually unload
because I've been a little bit more active.
There's a rinse to do
on this random account.
They've been getting a lot of people too.
I didn't realize that until I went back and forth.
Then I got all their addresses
and stuff, but they probably switched them.
Who cares?
I got these cheeseburgers, man.
Ha ha ha ha.
yeah man that's crazy web 3 is hard man down down bed man i bro i'm a hot wallet fucking maxi over
here and i've never been touched i don't give a fuck i don't even need to knock on wood i don't
give a shit i've never you're probably not just not a target even i've never just don't even
recognize you without you buying a ledger to steal an email from yo low key bro i actually have one
it's sitting on my desk.
No, no, no.
I've never used it
though.
There's that.
Wait,
there's one ADA and one NFT
on it, I think. And now I have
no idea where it is. It might be in a box somewhere.
I just want to see if it worked.
And then I have all my
shit at home now. It's new.
I don't have that software on this
computer.
So, GG's to that wallet.
or hardware wallet.
I don't know.
I have too many,
like,
I have too many addresses, bro.
I can't be dealing with, like,
a hardware wallet.
Bro, I know a better solution for that,
but I'll talk about it later.
Better.
Wait, wait, no.
Do you have a better solution
than a fucking black notebook
that has, like,
50 to 100 pages
with four C phrases per page,
each page?
Bro, best solution.
I haven't converted it either,
so I have no idea
how to get this like fixed oh you have that many seed phrases that's dude i have so many it's
micro if i sent you a picture i can't really send you a picture of the book yeah do not but like
like you can send me a picture of the book yeah you can send a picture but like there's no shortage
there's no shortage of blockchains either that's like the other part so it's like i would need to
Why did you reuse the seed phrase in different blockchains?
I never thought of using a custom seed phrase, to be honest.
You could do that?
Whoa, whoa, whoa, what the fuck?
I'm out of here fucking writing.
I got, like, books on books on books.
I'm, like, stuck on them in my cars.
You can literally reuse the same seed phrase for basically any chain
because they all implement the same standard,
which is BIC32s seed, you know, words to...
has a key value.
Can you do that from like
in like a phantom wallet,
for instance?
Yeah, they all have
imported like seed phrase
and then you just type in
whichever existing seed phrase
you want to use.
Oh, you can.
Oh, man, I got a boner right now.
No, there's nothing.
What if?
Oh, because.
OK, that makes sense.
Yeah, yeah.
The reason comes from
because they all copied
Bitcoin standard,
which is the 20 there's 2048 words and you know way too late now yeah yeah yeah this is why i say
like a lot of people i mean the only risk you have is that that blockchain is like uh or if that
software you're downloading for that block if you weren't already using if you weren't already using
like like let's say this blockchain says here download this wallet and then you use your
imported seed phrase and that wallet is actually just fucking sending your seed phrase to some guy
like that would be where it's unfortunate yeah but if you're using like metamask and it's just
like you're using a different blockchain from like the same wallet well i guess you wouldn't even
think about putting it on another seed phrase i don't i yeah it's just like if you if you trust
the wallet you're like yeah you can use i have an average of like five per chain so technically i
would need way more than one yeah i mean you could have like five total basically yeah five five total
and then rinse them across whatever damn maybe that's how i do the this the reset up right or
like yeah once i consolidate sorry as they say yeah yeah i mean consolidation is gonna be a big
pain in the ass that's gonna be oh my god dude and it's gonna cost money huh and the worst part
is you can't even have ai to help you because ai will be like i cannot help you heck yourself
that would be dangerous the worst the worst is the bitcoin ordinal wallets it is out of control
like i have so many and i just let them shits die like i have wallets that i'm like fucking like i
I even left my seed phrase book in Japan and I'm like, I transferred the ones and created new wallets for the shit that I wanted.
And the other shit, I'm like, fuck it.
You know what I mean?
Like, fuck it.
And just take it.
Yeah, yeah.
I guess I could, I just don't know how to like, I don't know how to, and this is like a personal problem,
which is like, I don't know how to like separate the assets the way I should.
like like obviously there's things i want the ones that are worth something but like dude
all the bitcoin stuff too at the beginning all these things were patterned with like 10 000 sats
and i have thousands oh so like i can just like ship these off to a fucking anywhere because it's
just bitcoin attached to this shit so like well well here's the thing there's that problem the nft
doesn't really actually exist
on the Bitcoin letter.
You can just send all those sats
to yourself.
No problem.
Yeah, I know, but I have to make
these decisions, though, like what to get rid of,
which is like a problem.
What do you mean get rid of?
Well, as in like, I guess I mean
I don't have to get rid of them.
It's just I guess I've ever
wanted the money. I could just
strip them when I felt like stripping them.
I don't really. Yeah, yeah. You could use an ordinal
wallet just leave them out just in case that you know we get another pump you know what i'm saying
and then send them to my wallet yeah well so like you're throwing away sats
it could just not be throwing away sats yeah exactly yeah that's what i'm saying you could
send it if you send it all it is like regardless of the of the nft value it still is one sat
yeah one size one sat and it's just sitting there so what's the difference right yeah
unless it costs more to transfer out
I just want to consolidate everything
but at the same time I get nervous putting
all my eggs in one basket
so I need to at least have three baskets
yeah, five is reasonable
I mean, five
yeah, especially on chain I use a lot
five is appropriate
probably
yeah, five use different wallets
but then do you put all the nice stuff in one wallet
or do you spread it across the five
you're going to spread it across the five
Because that would make the most sense, right?
Yeah.
But, like, categorically in my brain,
I want things to be in one place that I know that I'm going to, like...
No, you should just, like, split it out.
And then, like...
Bank wallet, and then all the...
You know what I mean?
Yeah, I know.
Flipping wallets.
Flip them for funds.
I think that's Lucas' dog.
I think it's Phil's dog.
Oh, sorry.
That's numb.
bro get that dog a bone baby it sounded like cashier though no it didn't
he's offended no it didn't hey just get that real world asset i posted above all right the
ultimate crypto planner so until we get a better solution all right put that in rl okay real asset
you know what it is it's got that little dog um mark yeah dude if i heard that dog breaking in i
would keep breaking in like whoever's got that dog i'm coming inside you better have a gun you
better protect your wife and you better protect your backside because i might take that too
you like you said backends now you're talking about taking backends this guy loves the backends
hell yeah i love a back-end dev dude give me a back-end dev project i'm going deep
how deep
like all bone or half bone baby all bones no skin
what you got it all cut off
dang he went like extra
you on it he said we're gonna take
extra I got extra
too much skin on this thing
it's rib for her pleasure
that's okay
Phil kicked his dog.
You hear how quiet it got?
That dog was barking for hours.
He kicked that thing.
He taught her some fucking lessons.
I heard sorry, bark, and then it's been silent ever since.
Nice.
Lucas is being hetero, just sitting there with his little pedophilia picture.
imagine a pedophile just get all turned on by their child
dog bit his leg off he had to leave dog's like what you're gonna whoop me
what you seen that meme that shit's funny that dude says he's gonna whoop his dog's ass for
stealing his hot dog i think we're rugged because everybody's leaving i don't think so
I don't know, Esko's awful quiet
He's either drinking some IPAs
He's a man of the people
He's out here, he's probably doing three things
He's probably drinking an IPA
He's having a conversation he doesn't want to have right now
And, you know, he's looking at some
Suspect material on his computer
And he's clanking too
I mean, the clanker, he shouldn't even
If it's on a loop, it should just be running.
You don't even got to tell it.
This ain't the Fonz idea.
You got to hit the jukebox, you know?
Hit the clanker.
You got to hit the clanker on purpose.
Look at your picture, Luke, because I was going to say, what happened?
What happened?
What?
You're such a good, honest kid.
No, I wasn't.
Oh, I said that.
He was running mafios
from the age of six.
Right? I know he was telling me
some stories when he was, like,
making some psychedelics in his basement.
In college.
He was the kind of kid that took,
invited you over to his house and he's like, hey, let's put the
army men and the forks in the microwave and see
what happens, you know? Just running science experiments.
And then blaming on you
so his mom didn't let you come over no more.
He was fucked up with his
friends.
So what happened again?
We thought you were.
No, no, no.
This is what happened.
Let me tell you.
So this is what happened, bro.
My daughter pulled up in my office and said, yo, dad, I want to listen to some fire music.
I was like, say less.
So I started playing Adele, you know what I'm saying?
She's over here.
And I say fire to the rain.
You know what I'm saying?
How can I stop?
So that's what it is, bro.
So, you know, we got, yo, shout out to Benny down there.
see you haven't seen bennie in a minute but no life is good my daughter wants to listen how can
you deprive us of that how could you deprive us of you singing a doll we get to hear you sing all
this rap and then you finally got some good music though you ain't gonna sing for it oh my dad my
dad was like shine bright like a diamond i'm like damn bro like what wait wait wait why are you
choosing the ops right now shorty he said we're all in on bitcoin shine bright like a bitcoin
no like dead ass that's what was going on though not even in a cap so and then mom pulled up with
a little bowl of cereal and she's like i gotta go i was like okay say less
sold you out for food he's offering bitcoin she says oh wait captain crunch i'm out of here i am
gone you ever seen that one kid he sits his dad sits him down and he and he hands him oreos and
there's like a a wop of like a thousand he's like hey son if you can have this or these oreos which
ones you taking the kids like i'll take the oreos i'm like oh shit bro you ever go through your
computer files and you're like why the hell did i name this this like this is the craziest name
i built this website in five minutes so you better check those files it might be where you're trying
a high dot. Like, I remember back in the day
if you were a kid on VCRs, you'd put
in like a labeled
VCR tape that said Bambi
and you're like, oh, sweet, you know?
Mom, dad copied Bambi.
And then you put it in the VCR
and it was porno. And they're just, oh,
big hairy bushes just clapping. You're like,
this ain't Bambi, fuckers. And you got a rug.
That was my first rug.
I thought we had Bambi.
It's like Debbie does Dallas or some
shit. Dude, shout out VHS
tapes that you had no idea what was on them it was scary man it was scary you're like
it was like those movies you know or the oh dude we pulled out the titanic the second tape you put
that in just to get a little rub job in then you find out the director's hand was on the car you're
like oh no right i'm gonna be a rose he kept rewinding why rose was getting painted and draw
these everyone go rewind go and your mom will walk in you trying to like i didn't even rewind the tape
I couldn't even set it all the way back to the beginning.
You don't know.
You're not from my time.
You turn into like channel like 96 at like 3 in the morning
and put some aluminum foil on top of your antenna
and you'd get like a scrambled titty.
All right.
Yeah, back in the day.
I'm about to.
You scared of titties, Micro?
No, I'm about to watch the code.
Yes.
Ain't nobody trying to be shy of titties
When we doing that
Big tits, Sam
Oh, Sam Altman is afraid of them
Big
No, no, no, we got a different one
Big booty titinas
I'm telling you, someone needs to take
clays and make celebrities
And instead of make a metaverse
Where it's a boxing match and do like celebrity
Deathmatch back in the day and put
Elon and Sam Altman's autistic asses
In there and let them like
just beat the fuck out of each other.
That shit would be so funny.
It'd make so much money.
And I would love you.
I'd watch it all day.
Someone needs to do that, please.
Roger that.
Yo, but anyways,
what's been going on?
My phone is hot as hell for some reason.
What?
From all that porno you watched.
All that Sam Altman.
Apparently, you guys are the equivalent of porn
because I've been looking at nothing
and my phone is hot.
Yeah right you got Sam Oatman
On the speed dial
Yeah bro you got
That Sam Oatman Daphne tape over there
Why are they acting crazy bro
Why are they acting crazy man
You're about to make me
Hold on
Shout out to Liberty Deathmatch
That shit was crazy
Ryan telling you
Man I think Elon and Sam would appreciate it
If you had them just beat the piss out of each other
in the ring, they would both laugh.
Guarantee it.
It doesn't matter how much you defend
some old man's gay ass with his boyfriend,
husband, or whatever. You ain't getting no
free credits, bro.
You learned that flamethrowers and fucking rockets.
You would...
The choices you have are
Dario, who is a
gay man, and Sam
Altman, who bangs dudes.
Take your pick on who you want to get any out of.
Elon would run him over in the cyber truck,
get out with the flamethrower,
and then shit their ass
on the fucking Falcon Heavy.
Yo, like, okay,
honest truth.
Isn't Sam Allman
got like a husband
and everything?
Yes, he does.
He bangs you.
He made a secret wedding.
Partner.
Hi, cool.
So,
he legit gay.
That's fine.
I don't have a...
No, no, no.
He bangs.
Oh, my God.
He bangs dudes.
Dude.
There's a difference.
Dario is actually gay.
Okay, hold on.
Sam Allman just bangs dudes.
And then Dario, okay, that's fine, hold on.
And he's in a partnership with dudes.
So Sam Allman over there is doing his thing, whatever.
But how about Dario?
You know, Anthropic Dario.
He also have a husband?
No, but he's, like, mad gay.
Yeah, him and Phil hang out all the time.
Damn.
I'm pretty sure every woman he's ever been with is, like,
went lesbian or some shit.
I think Phil doesn't like him, right?
I heard Phil call him like a moron
and all kinds of shit.
This is the difference.
One of them is legitimately
and the other one is speculating.
Yeah, I know.
That's Dario.
How do you guys know?
Did you check?
Did you say something?
The reason Dario is so gay
is because of the things he...
Like, just his framing
and how he fucking talks.
It's because he ain't giving you
no free credits, bro.
That's the difference.
That's the only difference
because if you had unlimited
it, Claude.
You wouldn't even be saying that, bro.
He's too homosexual to ever do that.
Unlike the actual homosexual
man who's giving me free credits.
We are never getting canceled after this one.
Dario's too homosexual
to ever give a man
free credits. You know what that guy does?
He watches OpenAI
do all this shit and he's like,
man, I can't let these guys win.
So he copies them.
he's not even original
it is crazy work bro
yeah yeah
the funniest part is I just use both
I use both of these
gay men's fucking AI
tools to like power my shit
and like
you know
it'd be what it'd be
what did Sam Olvin say to his boyfriend when he's ready
for oil or oral
open AI
he's like yeah
I was going to say at least he's not Dario.
The funny part is Dario did work at OpenAI.
And then he leaves OpenAI saying that Sam is like a fucking psychopath.
Or a sociopath, actually.
I love both of them, right?
That's kind of fire.
I'm down with people being sociopaths.
I love their applications, though.
Like, I got the GPT on OpenAI loaded up that I can do shit with.
and then I got the clawed as the fucking just the full crack dev.
I used to say we want crack devs.
This is the epitome of crack devs.
They don't sleep.
They don't eat.
You know what I mean?
They just run out of tokens.
They do eat tokens.
They do eat your money.
The only thing they lack is consequences.
An AI will make some shit, and that shit fucking breaks on you.
It's like, okay, I'll help you go fix it.
It doesn't have any urgency.
It doesn't have any, like, it fucked up hard.
That's why I never let it go all the way through
But it doesn't actually care
Do checkpoints and then like
Run it back through like so I'll have like
My codex check
I haven't heard Riley say
A goddamn word in hours
He's worried
Hyperliquid went down like
14,000%
He's trying to get Hyken ready for the next release
Actually we should
I should be selling
Because you ain't got no Hype you hate
no whenever riley's quiet he's selling you don't know you're up now you're up now
right how far up is hype actually riley's gonna make sure that i i dump with him not against you'll
hear riley come in the next day and he's like oh man what were you guys doing i was down there
selling i bought me a brand new ferrari and he's gonna have less hair but bigger muscles and more
beard it's gonna be crazy full head around go riley i hope you sell on everybody
I'm about to do a big dumping
on the space. Are you ready?
Okay. Dex
Hunter. If Hyperliquid dumps,
I'm going to like...
No, no, no. I ain't dumping
the horse that's winning.
What?
But you know what I'm dumping.
I want to keep winning.
Let's see if you can guess.
Dex Hunter.
Let's start with a
I.
It starts with an I.
It starts with an I and I'm clicking on Max.
Does it end in astronaut?
I am clicking Max
right now. Big dumping
of fun.
I can't do it right now
because I already told you.
The next letter A
is A
for astronaut.
No, they were not my wallets
and I can't be dumping
in public because
they can
oh they will know
my wallet though
I'm sorry
why are we doing that
you just dump everything
and then just move
all your funds
to a crypto exchange
crypto exchange it up
Kraken is a very
welcome place
to like
custody of your funds
to the rain
in the
oh
and this is actually
like
Babe got that pumpy.
Hmm.
Anyways.
Yo.
Yo, shout out to the boy Dan.
We're about to go to fucking goddamn Las Vegas, amigo.
It's going to be fun.
Shout out to the homie Dan, bro.
And then also, actually, I ain't even going to say all that much more.
yeah we're going
you better bring so much Vegemite
we're gonna have a fucking stomachache
Vegemite
that's funny
that whole thing
there's a little something in every country
I tried some
I went to
this one Thai restaurant
they had this
like old age like uh thai dessert and it's like this this kind of like almost chicken meat
in like uh cold water and cold rice so you had cold rice cold water and then this like
semi-sweet like kind of meat like chicken thing that like was over top of it very
very like you could tell it wasn't very sweet so you could tell it's like this is like what people
ate way back in the day but it was good it's interesting i don't even know the name of it
by the way it probably doesn't even have a name to be honest i think uh i think
melonito has all of my wallet's blackmail because i can't even make it
He ain't letting me swap, bro.
Dude, you just got to pay him the fee.
I'll let you swap.
Just go to Steel Swap.
Oh, yeah.
Steel Swap actually is pretty good.
Or Hoski Swap.
I don't know why more people don't use Hoski Swap.
Probably because of Hoski.
I like Hoski, but...
I use Steel Swap just because of the same way.
I quit.
i was happy like splash or spectrum or whatever i'm glad they separated from melon um personally
i use steel swapping ways yeah i got no beef with them at all it's tuesday
i don't have beef with them i respect them you know if i was like as gangster as that i would
like code something so when people finally trace my wallet the last thing that i'd go to they'd have
to open a message it's never melon that's like doing all this it's just oh he's sold he's sold
no one doesn't even know how to use like a crypto wallet
pretty much he's just like really good ui ux like that is his like fucking forte
He's like front end guy to the max.
Like, Melon is very good at front end.
Yo, why?
I'm clicking swap, swap, swap, and it just won't.
Do you have enough, Ada?
You told me you sold it all.
You got to have like 25 just to do a swap on it.
Let me check, let me check.
Yay.
Let's see.
I'll send some to it just to make sure.
Let's see what time it is.
Yo, so are we betting on tomorrow's game or what?
Lucas. Oh, yeah.
What?
Since Brazil got fucking
upset,
I'll be betting tomorrow on.
Bro, it's Spain all day, dude.
Fuck New England or England,
whatever them boys are saying.
Oh, it's Argentina versus England next.
Yeah, Argentina's going to smoke them boys
and then Messi going to fall out
and break his legs. Is it already the finals?
Like, is it
Spain versus whoever? No.
That means. Yeah, yeah.
So semifinals is what's ongoing.
Spain beat France in the semifinals.
Argentina versus England tomorrow.
It could go either way.
Right.
A lot of people think Argentina is probably going to win.
But England's strong.
I think it'll be England and Spain.
And then it'll be Spain versus either England or Argentina.
Okay, got it.
It's hard to say.
Any team honestly deserves it.
They're all good.
Yeah.
The top four rated teams were the ones in the semifinals.
They were like spot on but Norway, right?
Like dead money.
All of them were spot on but Norway.
All I gotta say is, man, that everything that Claudio has done
be working in full effect, bro.
Shout out to Claudio.
Shout out to fucking Claudio.
Big file, that's fine, to be honest.
I'm gonna fuck off.
Yeah, I'm about to do it.
Bro, I hope Spain wins because I saw them play.
and Brazil and America's out, so what are we doing?
America never stood a chance.
Oh, yeah. I mean, come on. It's laughable.
At least we play good in hockey now, at least.
At least we can beat the Canadians in hockey.
Eventually, we'll be able to...
I'll give you guys that. I'll give you guys that.
Bro, we'll make the world pad up and play some real football.
Watch what happens. Break some necks.
Fuck.
I don't know, man. Rugby...
Rugby's pretty fucking savage, though.
i don't know right we're going crazy right yo that's just i'm getting my heart on for guys
let her keep pumping or what or should i just dump
don't go cricket yo cricket too bro
depends on dump it you want to when you're going to sell you want to see what your slippage is
going to be if it stays in the green flip with it if it starts getting high in the red you know
you're adjusting this is a coin where if it pumps too much some other people will dump it
so he has no choice but to dump it
is that the bone token
just gonna hit it bro it's over game blouses
bye back to my house and have some pancakes
so what else what else is cooking though we got dr oz why dr oz be showing up no all of a sudden
now all of a sudden dr oz around now i've had some time off i've been home the last couple weeks i've
had some time i've been grinding in japan when do you work dude do a surgery i work all the time
man i'm doing surgery right now i'm eventually gonna hit you guys with the the the fajita for
for whether the dude that scammed everybody the cardano guy eventually i'm gonna hit you guys up
with hey let me borrow 15 000 ada and hopefully i can hit you guys harder than he hit you guys
since eight is low right now and eventually i'll get a million ada from every one of you since it'd
be like ten dollars and then eventually cardano eventually we'll go back to 35 cents and then i
could finally uh bank africa myself since it's gonna that's only where it's gonna happen bank of
africa yeah real pie bro yes sheesh
yo bone what's up
what's up big dog send me the package bro send you the bag
okay what up whoa the package broski
secure the bag
took what I said a little too far
I didn't even say that
I don't know how
where did it misread
when your friend got the bag at the club
and everyone's chasing him around
it's great nothing better than that
that's great
has anyone seen the new Dr. Dabber
this thing fire man
the new Dr. Dabber switch too
they even got a little go thing
you know what's going to be fire bro
is going to be hanging out with K-Dog
because K-Dog lives in
Vegas.
Shout out to K-Dog.
Shout out to K-Dog, yeah.
Where's he been?
I seen like...
He had a family
situation, which is a really good
situation, so he is like, yo,
I'm at peace.
Totally.
You know what's crazy?
You know what's crazy, bro?
Definitely.
Yeah, I know a lot of crazies.
Definitely there's some sandwich attacking ass type energy, bro.
No cap.
Sandwichy?
No, Cardano trading is just sandwiched at all times.
Yes, it is.
There you go.
Now you know.
That's why I said it just that.
You'll see.
Yes, it is.
Oh, that's why I don't even...
Damn, man.
Shit's on the auto lock.
People put market makers for themselves and shit.
Damn, man.
It's fine, though.
Ain't nobody tripping.
We are finally free.
it's expensive to trade on cardano when you use an actual dexus and shit like to use the actual
chain that's cheap i wouldn't even say expensive i just i think it's retarded to trade in
well cardano goes up it's expensive like if that shit was at two a dollar and you're paying 20 it
it's fucking what like bitcoin it's not even transactions it's just like the slippage and
the fees because the liquidity
and whatever.
Match fees, yeah, and all that.
Uh-huh.
Uh-huh, uh-huh, uh-huh.
I hope y'all are doing good.
Everybody doing good here?
Oh, yeah. We're context
engineering. I'm about to go watch some Code Geass
though and, like, plug and chill out.
Shout out some Cookie.
What? You're watching what?
Code Geass. What the hell is that?
Geos. It's an anime
basically where
Code Geos. So it's an anime
where
to give you this setting
there are basically
a few empires that control
the world. Britannia being one
of them. Britannia owns about one third
of the world. It occupies UK
and basically all the Americas.
So Britannia has been taking
over different parts of the world
and what they do is they erase the identity of that country and give them a number they basically
call them basically an order of what they got conquered so like your first country got conquered
you're now ones you're no longer the country of like morocco or some shit now you are just called
ones and like so in this anime they conquered japan and japan is now loses japan's identity
it becomes elevens and so that's the baseline of the story and then what the main character
follows is he is basically a banished prince from you know his father is the king of britannia
so he is one of the princes and he was banished and many thought was dead um his mother was killed
and he is trying to figure out who killed her as well as his sister went blind as a result of the
incident.
You know, the trauma left her
basically blind or whatever.
So,
he's basically trying
to figure out who killed his mother
and everything. So, he begins to
plot his revenge
against the Empire
of Britannia.
And so,
he ends up with this
power. He makes a contract with this
witch-like woman.
And he ends up with this power
called Geos.
And his specific Geos power
is that he can command anyone
to do any action one time.
So he can command you
to do an action for like the next year.
It can be like,
you will draw an X on this wall
for the next 50 years.
And every day,
you'll come back to that wall
and draw an X.
And so he can literally command someone
to do an action
for an infinite amount of time
that lasts Neo time.
But he can only use it once
on a person.
After that, he can never use it again on a person.
Using
this power,
he begins to basically
actually take action on
getting his revenge
against
the Empire of Britannia.
That's how
the story goes.
What happens if I stab him?
I'm writing the X on the wall, right?
Day 365, I'm tired
of this shit and i finally am done with my ex for the day say i stab in the neck with the pencil
right um is this power to go away anytime you stabbed a person or you stabbed the user of the
power the guy whatever the guy that's got me doing the guy um so what the geos does is it
permanently alters your brain so you are stuck in that way regardless of uh what you do like
I'm dating his mom after that
he's making me put X's
I'm clapping his mom's cheeks every day
for the rest of my life
been dead for over 7-8 years
his sister's blind
so she won't know what I look like
she's next
anyways
yeah
so it's a little interesting story
oh fuck I forgot about the kefir I have
let me take care of that first
That was Lucas knocking on his door.
Don't let him lie to you guys.
Nah, it's the kefir.
Oh, wow.
It's all fucking strained up.
All right.
Damn, so you got a bunk bed
and you just wash these with Lucas or what?
Oh, yeah.
No, they don't have bunk beds.
They just have a really big futon.
They just kind of, you know,
spring.
They got a ditty bed.
They got them in big ass beds.
Yeah, they code together.
Nice car.
It worked.
You guys be pulling women down in Miami?
You guys just two guys that are fucking looking at screens all day.
Richard already has a wife, don't it?
And Microproof, he's like getting, he already, his balls are plastic free.
What do you mean?
He's out here clapping all the cheeks.
He just has to go and say my balls are plastic free.
Riley right now, Riley right now is algorithmically calculating his EV based on,
the amount of microplastic in his balls
based on the amount of protein and protein powder every day.
Hold on.
The secret is if you drain your balls daily, there's no plastic.
Based on his sardine intake
and that gooey grain shit he be eating.
What is it, Micah?
He ain't like a little gooey.
Yeah.
Based on the natto by the gram
equation, bro.
That's fine.
Yeah, you can't even be mad at him, bro.
It's just the EV is high.
You can't hate on the MF that is like...
I don't like natto.
It's pretty good.
Disgusting.
It's actually not bad.
It's bad for the...
I said, like, it's like gooey and shit.
Oh, boy.
Are there gooey balls in your mouth?
It is not at all like that experience.
I don't know what that experience is like,
but I don't think it's anything like that.
That was just you, Esco,
the guys like, close your eyes.
He's like,
Nathalie, shut the hell up.
That's what Riley told you what it was.
You know what I mean?
That's really not what it is.
I'm dead.
If that didn't bring Riley up here, he's getting laid.
He gets laid like once every 475 days.
This is that day.
Wow.
Bro, I want to be at a restaurant in Vegas sitting across from Riley on a date with a nice escort and just listen to the conversation.
Well, he usually comes up by now.
He must be busy.
He must be pumping iron or something.
No, why does he not?
I'm telling you, he's in sardines.
He's just
Game of games
You can't hear him no more
His EV, it's all about the EV bro
I'm telling you
That's what it's all about
EV, EV, EV
Booping the creatine
Yo
PNG's at huh
PNG wait what is PNG
Give me the PNG bro
Crocter and Gamble
everyone we should vote if micro proof she changes name from micro proofs to micro plastic
hey man i am universal and investing the world so you know
proofs are everywhere and so is plastic so it works you're one of those rose toys right you
what i'm talking about no actually
okay it's over tell them about tell them it's over over exactly we gotta go nice
i was waiting for you to leave my we want to hear the recording we've been waiting here
we gotta go we gotta go tell them bye bye bye
Thank you.