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MegaETH, NFTs and Memecoins | Bull Market is BACK

0h 42m video Published Apr 28, 2026 Transcribed Aug 1, 2026 C Crypto Gorilla
Advanced 21 min read For: Crypto and NFT traders familiar with L2s, floor prices, token launches, and meme coin mechanics. The content assumes prior knowledge of platforms like OpenSea, Polymarket, and Hyperliquid.
AI Trust Score 60/100
⚠️ Average / Some Fluff

"Delivers on MegaETH and NFT talk, but 'Bull Market is BACK' oversells a ranging Bitcoin and a cautious trade-everything mindset."

AI Summary

This livestream covers the week's crypto market moves, the NFT resurgence, and the long-awaited MegaETH token launch. The host shares personal trading decisions, breaks down floor price action across major NFT collections, and discusses meme coin narratives, while repeatedly cautioning that most NFTs are trades rather than long-term holds.

[00:33]
Week in Review: TGEs, NFTs, and Meme Coins

The stream covers MegaETH's token generation event, NFTs popping off across collections, and meme coin narratives. The host notes that while meme coins are active, mainstream timeline coverage seems quieter.

[03:10]
Bitcoin Ranging Below 78K

Bitcoin hit 79K before dropping back under 78K. The host wants BTC to range above the 70K zone and warns of a parallel channel pattern that previously led to a crash from 87K to 60K.

[05:12]
NFT Resurgence Across the Board

After years of inactivity, NFT accounts are posting favorite collections again. Most legacy projects pumped—Doodles, Azuki, Moonbirds—except a few like Hypers. The host says fundamentals haven't changed, only sentiment.

[06:42]
Bored Apes Led the Rally

Apes ran from ~6 ETH to 11 ETH. The host bought around 8.5 ETH, missed selling at 11, but diversified into Mutants (bought at 1.2 ETH, ran to 1.75+), Kodas, and Kennels.

[09:49]
Watch the NFT Strategy Overhang

Many Ape NFTs are listed only on the NFT strategy website, not OpenSea or Blur, creating hidden sell pressure. Price gaps between platforms (e.g., 10 ETH on strategy vs 12 ETH on OpenSea) create arbitrage opportunities.

[12:45]
Pudgy Penguins, Luca Netz, and Founder Dynamics

Pudgy's CEO Luca started buying NFTs across collections (Chimpers, V Friends, Pudgies) to build relationships. The host calls it a smart engagement play but notes it won't meaningfully move floors since small buys differ from $10K sweeps.

[16:53]
Rare NFT Sales Pick Up

Six-figure sales increased: a Trippy Ape sold for 53 ETH (~$123K), a nude portrait for $200K, and multiple Skull of Lucys sold with their matching masks, a collection the host calls his favorite.

[24:33]
MegaETH Launches April 30

After a long wait, MegaETH's TGE is set for April 30. Polymarket prices an ~8% chance of a time-rug or delay, and the current implied FDV sits around $1.7B.

[28:38]
MegaETH Valuation Debate

FUD cites only 100M TVL, 10 live apps, and $1.8K daily chain revenue. MegaETH's Brad counters: 110M TVL is top-30, more apps are live beyond the accelerator ones, and the chain earns from its stablecoin treasuries at 3-4%.

[32:25]
Asteroid and the SpaceX Catalyst

Asteroid coin has a guaranteed future catalyst—SpaceX making it the mascot—but timing is unknown. If it takes months, the coin could bleed. The host is down on his average buy, having paper-handed a 2x instead of 16x.

[34:47]
Vamp Trades and Meme Coin Plays

Following Solana spikes to ETH versions worked well: Spike was bought at ~$30K market cap and Mojo also produced profits. The host credits his server for finding these trades.

[38:50]
Prediction Account Scam Explained

Accounts like the 'Henry Martinez' time machine tweet predictions daily, delete the misses, and reveal only the hits after an event occurs—creating the illusion of clairvoyance. The associated coin ran to $4.5M but is a short-term trade.

The market is cautiously bullish: NFTs are hot again, MegaETH is finally launching, and meme coins trade on catalysts, but the host's core message is to treat most NFTs as flips, watch hidden overhangs, and avoid getting sucked into narratives without changes.

Mentioned in this Video

Study Flashcards (8)

When is MegaETH launching its token?

easy Click to reveal answer

April 30th.

24:33

According to Polymarket, what is the approximate chance that MegaETH TGE gets time-rug or delayed?

medium Click to reveal answer

Around 8% (people can make 8 cents per share).

25:31

What is the market cap of Burp, the existing Moonbirds token?

medium Click to reveal answer

141 million.

40:37

What was the floor price of the Proxies mint from Modest shortly after launch?

medium Click to reveal answer

The mint price was .069 ETH and the floor reached .18 ETH, over a 2x return.

18:48

What percentage of MegaETH's initial float is expected to be extremely low?

medium Click to reveal answer

Around 7%.

30:02

What was the price range Bored Apes traded between during the recent rally?

medium Click to reveal answer

From around 6 ETH up to 11 ETH.

06:42

How do 'time machine' prediction accounts like Henry Martinez fake clairvoyance?

hard Click to reveal answer

They tweet predictions daily, then delete every post except the one that matches the eventual event, making it look like they predicted the future.

36:43

What CME gap levels did the host mention for Bitcoin?

hard Click to reveal answer

69 and 67 (thousand).

04:44

💡 Key Takeaways

🔧

The Ape Rally and the Missed Sell

Demonstrates how even a winning trade can sting when you don't take profits, and shows the value of diversifying into secondary assets like Mutants.

06:42
💡

Hidden Overhang on Strategy Sites

Flagging NFTs listed only on a project's own website as hidden sell pressure is a practical, often-overlooked market insight.

09:49
📊

MegaETH TGE Date Confirmed

After over a year of waiting and KPI delays, the April 30 launch is a concrete, dateable event for the crypto market.

24:33
💡

MegaETH Valuation FUD vs. Fundamentals

The debate shows how early-stage L2 revenue metrics can be misleading and how teams respond with alternative metrics like stablecoin treasury yield.

28:38
📊

How Prediction Accounts Actually Work

A clear, factual explanation of a common crypto scam tactic—posting daily guesses and deleting misses—that every trader should know.

36:43

[00:33] Welcome. Welcome everybody. We got a ton of talk about today. We got the mega ETH TGE. We got NFTs popping off. We got a ton of meme coin narratives even though I'm not seeing as much on the timeline. I guess the mainstream stuff, but

[00:47] have been popping off. Obviously, there's things like asteroid and all, there's things like asteroid and all, but let's just jump right into it. Oh, here we go. My lights feel low. I should turn on

[01:01] that light, but whatever, um yeah, so the week I thought things were going to start off a lot better. We welcome everybody to the show. Wow, you you've seen bird pad? I have not. They made a coin? No.

[01:15] Sounds like it's 200k. I don't know what bird pad is. DJ in the house. What's good DJ? Hey, what's good Granaski? Welcome. Welcome. GM GM. le I don't know what that means. Um

[01:30] Bro, check the new Moonbirds post. Let's go check it. Um Hey, yo. Moonbirds.

[01:43] Moon pad. The latest Moonbirds post was The latest Moonbirds post was 17 hours ago and they said tomorrow.

[01:59] Uh tomorrow. Is that what you're referring to? on that one. It went to zero. Uh I made money on it, I believe. I

[02:14] correctly. Uh hey, what's good, bro? Welcome to the the chimpers, we do. Can the war stop cuz so I could visit this bodying chain need the war to stop. So, there's no war here. What's cracking, CG? What's good?

[02:30] Hey, let's go, bro. You made plus one ETH. I'm happy to hear that. Uh but see anything on the Moon Birds page. Um so, let me know if I'm looking at the wrong spot. But,

[02:44] And a fanny pack. Uh last night we had rumors here that Iran offers US a new proposal to reopen the Strait of Hormuz. And then Trump set the whole situation room meeting on Iran on

[02:57] Monday. We'll see if that actually happens. Uh the market did pump a little happens. Uh the market did pump a little bit. We had Bitcoin go to 79,000, which felt really nice. But, now we are back under 78K. I kind of want it to

[03:10] just range here. I don't mind if it just ranges here. Like, I threw down the um guys, but I threw down If you just throw down a fib, like we are we are at the

[03:23] 0.382 here. So, I don't want to go back down to 62K. I want to stay above 70 zone. Hopefully, we range here for a bit. I don't mind. But, there's even I

[03:35] should have prepped TradingView. But, there's a parallel channel here. And the last time we had a parallel channel like that, we uh we took took a bit of a that, we uh we took took a bit of a tumble. Let me delete this fib here.

[03:48] Uh right. Where's parallel channel? It'll be right here. Yeah. Last time we had this, we we just fell off, right? We fell completely off um

[04:03] off a cliff and we went all the way down from 87 down to 60. So, I don't want to see that again. You know, a lot of people are still calling for um I see a contract that you shared. I

[04:16] don't think I I have to go to YouTube if I want to copy it. Uh a lot of people are calling for 40K Bitcoin and all this returns to 60. I don't know if it's going to happen. I think 40K is a bit too low. Uh just my opinion. But this

[04:29] morning also the S&P 500, let's refresh this. Uh yeah, it's down not much. Uh .17% so nothing. It's pretty much sideways. He's saying real. How do I copy this?

[04:44] How do I copy this? There's a CME gap at 69 and 67. yeah, that would suck. But uh the only coin that I really cared

[04:56] happy to see hype. It went all the way to like $43. That was nice. Um you know, obviously everything's going to go down with it including NFTs. So, NFTs did do really well. We had a resurgence. Everybody was

[05:12] an NFT lover once again. Dude, I saw accounts that have not posted about NFTs accounts that have not posted about NFTs in literal years posting lists of their favorite NFTs and what NFTs to buy and stuff, um which I just found really

[05:28] uh you know, every pretty much everything pumped, right? Across the board. Like any uh people were just looking for any legacy collection to get looks cleaner here. Yeah, green across the board except for Hypers still down.

[05:43] Uh those ones. But yeah, everything Doodles, Azuki, Moonbirds. Um some that I really like, some that I feel, you know, what why are people should be for a flip for most of these collections cuz most of the collections

[05:57] have not changed what they're doing. Most of them do not care about the floor uh NFT, right? They don't care about the NFT. Some of them straight-up said, "We don't care about the NFTs, right? Uh the we're we're no longer an NFT company.

[06:11] You're like, we've done enough for you." Uh so, I find it funny when especially somebody say, "Oh, Doodles are sitting at 0.63, but, you know, Pudgy's are at 5 right? The way they acted, the way they treated their NFTs, they recently did

[06:26] which made no sense, that is still under its mint price. Um so, just view as flips. Um you know, even some Ape stuff. Apes was the leader of all this, and that's mainly because of what's going on with

[06:42] with the whole club mentality. I actually have um I'll have a video on spoil that, but I'll have something coming out very soon. Um around 6 ETH, and they ran all the way to 11. Now, I picked one up on the way

[06:57] up around 8.5. I debated selling around 11, which in hindsight, I should have, right? I would be up an extra 3 grand or a little more but uh I held it. However, the the good

[07:10] thing that I did was I purchased a couple mutants, I purchased some Kodas, I purchased some Cannals. Uh so, I had other assets. Now, the play, which I was actually said, when I was looking to buy a Bored Ape

[07:23] around nine-ish, I waited, it dipped, and I got in. Uh he actually said, uh mutants are probably the better play. Mutants were sitting at like 1.2 ETH. Mutants ran all the way to 1.75 or 1.8 85. So, if I listened and I got, you

[07:39] know, six mutants instead of a Bored Ape, uh I would have made multiple ETH there's always like catch-up trades like that, right? Where people are like board apes get really expensive, so people chase the next asset. Sometimes people

[07:52] chase the next asset. Sometimes people look to like other collections, Azuki, you know, Pudgy's, whatever it is, but the board apes of the cycle are the board apes, and the mutants are of a secondary one to that. So, when board

[08:04] apes run, um other ones are going to are going to Did you buy an ape? Yeah, I did. I bought it uh 8.5-ish. Let me go check. Maybe I'm I'm capping on that. Yeah, 8.5 uh on this one. So,

[08:18] I'm still up. Uh I'm kind of debating what to do here. If the crypto market goes, like if ETH goes back down to 2K or even lower, NFTs are going to take a sell their ETH. To sell your ETH, you have to sell your NFT or take a loan out

[08:32] against it, whatever. Um so, I don't want to be down on this. You know, I'm looking at most things as a trade here. I do think there's good All right, good long holds. If apes are going to do are going to like revitalize NFTs, and

[08:44] they're going to really focus on board apes, that's a different story. Then I think it I I think it's a good hold if you believe in NFTs in general, but um a lot of the stuff I'm looking at as trades, right? I

[08:57] trades, right? I Let's go to my profile here. Um Um here, yeah, I sold I So, I sold two Kodas, I sold a kennel, I sold one

[09:09] mutant. Um so, I'm happy about those trades, and I'm still up on all my purchases, but now I'm going to judge where the decisions here. I think I was seeing so many people get sucked

[09:21] in to again, oh, joining communities and all this stuff. Nothing has changed with these communities. Nothing has changed with Azuki or Doodles or, you know, pick one. Nothing has changed. Literally just the sentiments in the market have

[09:34] collections. So, again, I want to be careful here at what I'm doing and um the other thing I was seeing a lot of posts about like only, you know, 10 board apes until 10 ETH and only six

[09:49] listings until this price. I think a lot of people are forgetting about the overhang that we have from the NFT strategies because these aren't listed on OpenSea. Uh right now, I think excuse me, they're only listed on their

[10:02] me, they're only listed on their website. let's go to board apes. If we filter 9812, uh you could see it's not listed, right? It's not listed. So, it's only listed on

[10:17] the site. So, you can't forget. And you know, this is an opportunity. If apes on OpenSea are at 12 ETH and you see in the in NFT strategy they're at 10 ETH, you immediately into a bid. Like there's an opportunity here uh because people

[10:30] forget about these. But yeah, you got to think there's what there's six, seven There's seven extra NFTs here to get to 11 ETH on top of all the listings that 11 ETH on top of all the listings that we have on OpenSea and Blur. Um

[10:44] we have on OpenSea and Blur. Um why is it not clearing? same thing there's what there's five, 10 There's 13 listings to get to 12 like once we've gotten to 11, right? On top of all these listings. So, there

[10:58] is an overhang here. The strategies did do really well though, especially the board ape strategy coin. I saw it like over It went up 100%. Um now it's kind of retraced all those gains, but you know, there is there is a play with

[11:12] excited about NFTs, when people start buying NFTs again, all these strategy coins are going to send. Um so, it was really cool to see. I liked it. Like I missed trading NFTs. The timeline was super bullish on NFTs.

[11:26] Like my engagement was going up on Twitter, you know, with um uh with all the action in the NFT pricing. I saw saw people posting like the market cap of NFTs is only 2 billion. It's going to go to the like it

[11:40] billion. It's going to go to the like it was it was funny uh to see. I also saw look, I get it. We're all in this together. Wagmi. These guys are competitors, okay? Even the founders

[11:52] com- competition between like a lot of these collections, okay? Everybody wants to be the face of NFTs. They want their It's a business, okay? It's a business at the end of the day, right? Uh even though like Wendy's and McDonald's are

[12:05] both both fast food restaurants, they want to be the dominant player, right? They're competitors at the end of the day. Same thing goes for NFTs, even though we're all part of this you know, we're all part of this NFT

[12:17] community and we're all in it together. Same for you and me, right? Where, you and be happy, but at the end of the day, we're both trying to make money. Um

[12:29] about OpenSea in a minute. I'll answer that question when we get to it. Not not other one I kept seeing like, "Oh, Apes are at eight and Pudgy's are only at soon." Which it did happen. They ran all the way to like 5.6.

[12:45] But again, the nar- the narrative of Apes right now, I feel they're paying more attention to what's happening with their NFT floor. Like the CEO Figgy came this. We're going to bring the club vibes back. We are They opened an OTC

[13:00] vibes back. We are They opened an OTC desk so people can buy rare Apes. They then I noticed Pudgy's same day that they announced they got their sales bought up, right? And then Luca comes out, which

[13:12] I Like he should be doing this. You know, this is a good play, right? He engagement from all these founders. He bought a Chimpers. All the Chimpers They're all Now there's like a relationship that's been built, right?

[13:26] If I buy an NFT and I PFP it, the collection is going to be happy with me videos on NFTs. I do all this stuff, right? So, this was a good play. I mean, he bought a a V friend. Here you have Gary Vee commenting on it.

[13:40] He bought a Doomed Dudes. Uh no no comment from XCOPY, I don't think, but a like, "Oh, sick buy." I think this is the most expensive piece uh he picked up. Um you know, he bought a mutant which uh

[13:54] you know, Figgy here commented and a lot of of apes. I would have liked to see went with a mutant. I guess maybe he couldn't buy the the top competitor above the price of a Pudgy considering he also bought a

[14:07] Pudgy which is the main post that he's bringing a lot of attention to. Um And uh you know, any bought some abstract NFTs. Now, think he should have done this. You can see all the NFTs he bought here. Here's

[14:21] look up one of these NFTs and you'll find his wallet. It's not hard. Um or or here's a name. Uh yeah, so he did this which I I think is a good play, but the timing is also weird. Like, you could see he

[14:36] hasn't bought an NFT in 2 years. And then all of a sudden, now that apes are now he's paying more attention to NFTs and he's trying to signal like, "Hey, I like NFTs. NFTs are important." Which

[14:50] obviously he runs an NFT company. Obviously, he thinks NFTs are important. But, I just find the timing particular. It's as if there was a lot of pressure now that Bored Apes are kind of saying, "Hey, we care about the NFTs and we care

[15:03] about the floor." I feel this was also a move to kind of NFTs." while building all these relationships with different founders. Like, I was getting tagged like, "Oh my god, Luca just bought a uh

[15:17] whatever a Good Vibes Club." Like, my my act my reaction was literally, just cuz he bought one." Like it doesn't mean anything, right? He's just building a relationship with the founders. So, the timing was particular. Um obviously

[15:31] the holders, what they want is for Pudgies to go up. That's what they want. money into just sweeping Pudgies and made people hap- people happier? For dump. Like that would have been a waste of his money. So, it was better what he

[15:44] um building relationships with different founders, but you know, this is this is a short-lived event here, right? A short little engagement event. Um obviously he'll continue get getting support from them long term, but it's not going to do

[15:59] anything for the floor. Um yeah, unless all these founders come out and buy Pudgies, but for a lot of them like, you know, buying one uh like, you know, buying one uh uh Ryu whatever one ROM one giga ROM for

[16:12] for 100 bucks is not the same as buying a Pudgy Penguin for 10 grand. So, um something. But yeah, so I like it. I like that he did this, but also I found the timing weird and I want to see more out of Pudgies. I want to I want to see

[16:26] you know, they care about the the the the NFT floor, which I do think he does, you know? It's just so much is outside of the control of the NFT founders when Like what are they supposed to do? Everything goes down. Like there's

[16:39] nothing they can do. Um yeah. That that that was my thoughts on uh on on that. Now, NFTs in general, I'm seeing a lot of rare NFTs sell. If we just filter here by $100,000 minimum

[16:53] purchase on OpenSea, you could see like it's always been Punks, right? this price, but there's been a lot of sales of apes. Like we have rare apes. here. Even just now, 32 minutes ago, we have

[17:08] another ape that just sold. I think I saw TMA post about this one. We have another ape that just sold. I guess this is a trippy ape for 53 ETH or 123,000. Yesterday, we had a nude portrait uh sell for $200,000.

[17:24] Yeah, we have three or four four, actually, Skull of Lucys that have sold. This is my favorite NFT collection of all time, by the way. But, um this we have They're very illiquid. Like, look, 3 months, 9 months, 10 months, but in

[17:38] the past week, we've had There's only three here. I guess one was an OTC or something. So, there's been four sales. Foreshadow, uh debt-to-eat cub, primary arbitration, which I think this skull was stolen.

[17:51] Uh and then I could have sworn there was another one. Yeah, this one. This one also sold.

[18:06] Um So, you know, multi-six-figure sales, a lot of them sold with the masks of Lucy. Um like, their their respective masks. So, like, here it says 375 USD uh $1,000

[18:21] USD. That's cuz it was paired in one transaction with the skull. Uh so, really cool to see. I like masks, but the floor is also uh pretty stable-coiny. Oops. The ones that are worth a lot are

[18:34] the ones that match a skull. The ones that are part of a council. Um GM GM, welcome welcome. Um then for NFT mints, we had a the Um then for NFT mints, we had a the Proxies mint, which is the like, the the

[18:48] what these are called. Uh the robots from Modest, which these minted for from Modest, which these minted for .069, um and they're currently at a .18 floor. I actually had whitelist from holding my other Modest assets. That's

[19:01] could have minted this if you have Citizens or maybe Mementos or something. But, these minted for .069, so over a 2x return on these. I flipped one, I'm holding one. It's listed, but I I have too many

[19:16] assets now. I want to offload some NFTs. I don't like holding this much. I only want to make bets on big things and not have like a bunch of tiny NFTs scattered. So, I'm just reallocating funds here. And then the other one that

[19:28] was a free mint. Um and this one went all the way to point above point 0 floor 04. So, GG's to anybody who got in on the goblins, whether you bought on the secondary market, you could have made a 3x, or if you minted, obviously it's

[19:42] the reveal is. I don't know what these NFTs do. Uh if it's just like a um Uh Misfits be weird normally. It seems like an IP play.

[19:54] like an IP play. Um so, yeah. Yes, sir. So, uh moving on, let me change my screen here to my other

[20:06] stream. I I need to open that light. My color I I need to open that light. My color looks so off right now. window.

[20:20] Boom. Boom. Cool. Into tokens. So, we have Um we have MetaMask teasing a token, but it's not what you want. This is a stable like, "Are we finally getting an airdrop?" But no, no, it's it's

[20:36] literally just uh their stable coin that they're doing. So, a lot of people got really excited about this, but it didn't uh it wasn't what they thought it would be. Uh so, we had a little MetaMask little MetaMask hype there, but then oh,

[20:49] burbish at 1 mil. What's this coin that you're talking >> [snorts] >> They already have a coin. Why why are >> They already have a coin. Why why are they launching a meme coin?

[21:06] Unless you're saying they did a launchpad, is that what you're saying?

[21:24] I'm doing it off screen cuz I don't want to uh plug plug it here. I see a board guy launchpad. Nobody I follow. like a a weird account. Uh I see it running,

[21:39] dude. Uh I see it running, but I'm not going to buy anything on stream. I don't going to buy anything on stream. I don't have time to do research here, either. I hope you hit. If you bought it, dude, I hope you cooked.

[21:56] Yeah. Um called Berbiche. It's just Oh, I see. I see. Okay. So, wait, Moonbirds is doing a token launchpad? Is it powered by their token? By Berb?

[22:15] And thanks for the shout-out. You called it 200k, and it went up 4x. You just it 200k, and it went up 4x. You just called a 4x on the stream.

[22:28] believe. Um Anyways, here we have uh whale saying, "Hearing rumors that OpenSea is considering an ICO round ahead of their token launch, potentially on Sonar, uh which, you know, got a lot of

[22:43] engagement." And then, um engagement farming, no truth to this. Can confirm the foundation, cuz it's foundation, uh has not discussed anything like this with our team at

[22:57] Uh Can you say 100% confidence that OpenSea won't do an ICO ahead of TGE. but I can state that there are no discussions around this currently, so any rumor at the moment is simply made up nonsense. So, obviously he can't

[23:11] confirm cuz if later down the line something like this does happen, and now" and everybody's going to flood them, right? So, he can't he doesn't know. He's not making the decisions, um but

[23:27] engagement farming. I guess we're leaving the tweet up. Um but yeah, so the person who asked me, "When do I think OpenSea TGE?" I have absolutely no idea. I have

[23:41] for um now there's perps in the mobile app, so it's going faster. Uh I would look for mobile app is out, I think that's going to be more of a signal, like, "Okay,

[23:54] we're getting closer." But I honestly have no idea. I have zero alpha on this. Uh they don't discuss this with me. I have I don't have any any alpha on Uh we just talk product. That's the only thing we talk about. No token. I've

[24:07] tried. Believe me, I have tried. I I flew out a year ago or like 8 months ago and I met the whole team. Um and I I would literally pull people aside and ask them privately, like, "So, when when token, you know?" Um

[24:20] I tried, but they're very good about it. And most most people who work at OpenSea have no idea when token. It's only like the top players that that know about this stuff. And it's on the foundation side, so no employees at OpenSea would

[24:33] Um jumping into a token that is launching jumping into a token that is launching though, this week we have MegaETH on April 30th uh is going to be launching finally. A lot of us have been waiting.

[24:45] Uh we invested what, last year in this hoping that it would be January, so it if you did the fluff around, it's been over a year um that we invested, so cuz I did it as well. But they hit eight KPIs. They had three

[25:01] KPIs. The first one to hit was the 10 Mega Mafia apps, which was very predictable, right? The TVL for their stable coin was not moving. It was stuck they're not just they're just not making any revenues right now. So,

[25:17] yeah, dude. It's been [laughter] a very long time. We're finally getting it, bro. We are finally getting it. So, here we have some speculation on FDV. Actually, before FDV, I want to do the launch. So, here, it's launching,

[25:31] right? We see launching April 30th. Now, you can see there's 8% You can make 8 cents per share if you're willing to take the bet. This is people saying there is an 8% chance that Mega ETH is going to time

[25:45] rug, either time rug or delay TGE. I don't think they're going to delay, but it's possible they time rug with the hours, right? I'm not I guess it's EST. hours, right? I'm not I guess it's EST. Yeah, by by 11:59 p.m. EST.

[25:58] So, I mean, if all things go according to plan, this is a free 8%. Are you willing to take that risk considering what's happened in the past? Maybe they're going to delay or something. That would be brutal, right?

[26:15] the old comments, dude, and so many people who were heavy on no April April 30th hadn't seen the market update. And they're reading their comments like in hindsight was just hilarious. It sucks for them they're losing money,

[26:29] but the the comments that they were leaving, like so confident in their bet. I hope I hope they don't delay, bro. I want my money. I want my tokens. Obviously, I want it to do well, though. So, right now, Mega ETH market cap 1 day

[26:43] there's a bit of hype, and then it dies down, right? So, 1 day after. Right now, it seems that Polymarket is pricing a good chance that's over 1.5 bill, but no people do not think it's going to be over two bill

[26:59] at two bill and then it goes lower, right? If we go to Polymarket or to Hyperliquid right now, Hyperliquid which this is wild. Look at this. This this is the announcement. Can you see my cursor? Yeah. This is the announcement of April

[27:14] 30th. And then when they officially announced, even though everybody was speculating that it was launching, boom, we fall off a cliff. here. But um

[27:26] Yeah, right now we are currently at 1.7 billion. So it's making sense now. Like before Polymarket was much lower, but it's because there was an expiry date of June 30th. I I Maybe they still have that market up, but

[27:39] liquidity into two different markets that are pretty much the same thing now 30th. Um I guess they got rid of the date in these markets. Uh but anyways, here we have uh 1.7

[27:55] bill. So I'm hoping like if you did the sonar round, that's a 1.7x. If you did the fluffle round, that is a little over a 3x. However, you are locked for 6 months on 50% of your funds with the potential to speed it up. Now there is

[28:10] going to be an incentive program that they've spoken about, right? There's I if it's for everybody. Uh I have seen people talk about like airdrop. They've is going to be through the incentive program, but I'm not expecting like a

[28:24] day one airdrop for holding NFTs, for any of this stuff, right? Even though I do hold like bad buns and a couple other mega ETH NFTs, out of those. Um yeah.

[28:38] Now I saw some speculation. This person uh was actually fudding here saying let's be real on mega ETH, good project, but 100 mil TVL, uh 10 apps are live and 1,800 chain revenue per day in relation

[28:52] to other L2s, and then he kind of just they compare to a different stuff. Tell uh what's what it Where is Mega expected Um but here we have Brad kind of, you know, addressing some of this stuff. 100

[29:04] mil or 110 mil TVL um puts us in the top 30. You know, I think once there's once the token's live and once there's stuff to the true test, right? Um And he says here there's a lot more apps

[29:19] that are live. These are just the Mega Mafia apps, like the official uh the ones that are in the accelerator. And then uh the chain revenue They also make money from USDC. It's just not I don't It won't appear in the app revenue. Um I

[29:34] Not USDC, USDM cuz they have their own stablecoin that goes into treasuries, and then they earn between 3 to 4% on um that money. And then um Yes, he kind of just addresses it. You know, I think uh

[29:48] going to get a Coinbase listing, right? Cuz it was on Coinbase's road map. Uh it getting a Coinbase listing. Uh I I believe. I'm not I don't think that's been confirmed, but yeah. And then here, five reasons why Mega is currently under

[30:02] priced on Polymarket. The initial float is going to be extremely low, like 7%. The chain already has 100 mil TVL. This person's looking at it more glass half full than only 100 mil. Uh most of the presale allocation went to people who

[30:15] chose a one year one-year lockup. I don't know if that's I'd have to look. Maybe it was something like 75%. Um which is which is great for people like me who didn't do the one-year lockup. Uh Coinbase listing confirmed. That was an

[30:28] didn't check. And then Monad is currently at 3 bil. I don't know about the Monad comparison cuz it's an L2. I get it, it's not like other L2s, but people still look at it as an L2.

[30:47] obviously. I don't know what I'm going to do. I don't know what my plans are with the token. Um Not sure. You know, if it's a 2x, maybe I'll take a 2x. Uh it'll also depend on

[31:02] the incentive program, what their plans are with that. So, we'll see. Um and then here, this is my third week. Oh, yeah, the Polymarket stuff. Uh so, Polymarket here, uh this engineer comes out and just talks about, you know, they

[31:15] need to to make some changes. Uh and now there's a lot of speculation that launching their own chain. So, people are saying, "Oh, are they going to go to Are they going to go to Mega ETH if they want real-time?" Boom, I agree. I'm

[31:28] pumping my bags here. Um here, Murch trying to get them to go to Solana. Um steer them to the I will go door-to-door, every house in Istanbul to is to bribe them down, I did it, uh

[31:43] and steer them to place their first transaction if you come to Solana. What? Um Yeah, so some people are speculating. I launch their own chain, right? Why wouldn't they? Like they're they want to

[31:56] capture all that revenue, that chain revenue? Uh you know, and try to compete directly with Hyperliquid. I don't see why they wouldn't, to be honest. Um your own I don't know. I think they're going to launch their own chain, but uh

[32:11] We'll see what comes of this. Mega ETH, though. Uh and it's a big blow to Polygon, to be honest. Uh and then getting into meme coins, so we have uh Asteroid here,

[32:25] this was always going to be the case, right? Um waiting on SpaceX to make it the mascot. This is something we spoke about last week. So, basically, you have um a catalyst in the future

[32:40] that is pretty much guaranteed because he said it will be the mascot. Right when the IPO is the mascot going to be on stage? Are they going to sell, you hospital or what? There's a lot of stuff they can do that people are speculating

[32:52] on, but the good news is there is a catalyst. The bad news is, where's it going to go before the catalyst happens? If it's 3 months down the line, if it If it's 3 months down the line, if it only happens in uh in the winter in next

[33:05] time from now, this coin is going to bleed, right? It's going to go down. So, if it happens when the coin's at 50 mil, maybe it pumps to 200 or 250 mil. If it it can go way higher because it already has a higher market cap. So, that's I'm

[33:22] have too much in it. I'm down on my average buy. I was in back here, which is the really disappointing part, but I papered for a 2x instead of 16x or whatever I could have gotten. Um

[33:36] one to happen. Again, if it goes down, I'll probably just DCA more because, like I said, there's a catalyst coming. It just depends where. Another coin that popped off actually hit a new all-time high this morning is Upeg. Now, I don't

[33:50] fully understand the hype behind Upeg. To me, it sounds like 404 NFTs just through where the transactions happen like on the pool level instead of the I'm not sure, okay? I tried I used Claude to like have it

[34:05] explained to me um you know, why this is good. And yeah, I'm not I'm not sure exactly why, but doing really well. I'm happy for those who cooked on it. In my server, Monster

[34:19] called this. A few members called it. I know Anon was pushing this on um on uh Twitter. So, I'm happy it did really well. And you know, you hit it more of an a 10x if you got in. Like, you had so

[34:34] much time here to accumulate. Even it popped off a bit, it went back down. A lot of time to accumulate. Uh yeah, it was low-key free. I faded it. I was more Um Uh I you know, I said asteroid, and then

[34:47] there was another one we got in because of the the asteroid vamp. Somebody in my server saw spike on Solana, uh which was doing really well. And then but there doing really well. And then but there was a spike on ETH. Um that we got into

[35:01] at like we saw it at 17K market cap. So, we bought it at 30K market cap. And this Uh I have my I have the picture of my my just happy. I didn't post about it. I didn't personally vamp any coins. Um

[35:18] Open media link. Boom. There you go. Look at that. That was a good trade. shout out to It was a mem It wasn't even me. It was somebody in my server uh who who found it. I did really well. We tried on a few others. This narrative

[35:31] There was this coin Mojo. So, he saw Mojo on Solana. We bought the ETH version, and we made money. It went up. Like, it it seems to be working. Uh we'll we'll see how long this vamp stuff lasts, but uh yeah, I like it. And then

[35:45] uh the other runner, of course, was, you know, sensitive topic, but we have the attempted assassination uh this over the weekend on uh the president. We're president, right? Uh from some dude named Cole Allen. Now, there's this

[36:01] account from uh 2023 that tweeted Cole Allen, and his picture here is called time machine. And you know, people are saying they can see uh the fight image of Trump in this image.

[36:17] Look, I think that's a very big reach. Yeah, if you overlay it, I find it's hard to unsee it. However, if you never saw that, like, I don't know. I think it's a reach. I think you could put probably, you know, a thousand pictures

[36:29] something from this image." Uh now, there is a good explanation for how this account was able to do this. And that is Uh did I didn't I have Oh, yeah, here. That is uh right here, this person saying, "Hey, you create a bunch of

[36:43] accounts. You This is like You know those accounts that predict the death of a celebrity or of a of a public figure? What they do is they go private. They just tweet every single day, "This person is going to This event is going

[36:56] to happen on this day." And you do it January 1st, January 2nd, 3rd, 4th, whatever. And then, when the event actually happens, you delete every other post you've ever done, and you unprivate your account. And all of a sudden,

[37:08] you're predicting the future, right? That's what these accounts do. So, um also saying the Pepe looks like Trump at the with his bow tie. These are all reaching, um but

[37:23] There is this Henry coin, which is the name of the account, Henry Martinez, that tweeted this, and it ran really hard all the way to point 4.5 mil. This doesn't last long. Uh it got absolutely nuked, and then it went back up. So,

[37:37] this was a crazy dip buying opportunity. Uh it went all the way back to all-time highs, but um not a narrative I personally like buying, because this is personally like buying, because this is a short to This is a trade, not a um

[37:51] it's not like penguin or Mudang or or punch or whatever. It doesn't go as viral, because this is already like a a weird topic, like a conspiracy topic. Not that conspiracies aren't viral, and then it's a coin attached to it. Just

[38:05] of an animal uh that everybody is obsessed with. Um you don't use FOMO no No, I mean, I didn't trade that much in general on Solana. When I do trade, it is through FOMO, but I've been trading on ETH lately. Uh and

[38:20] there's no ETH on FOMO uh for the moment. I think they're working on it, Uh so, the meme coins I've been trading are all on ETH. If there's a Solana one, are all on ETH. If there's a Solana one, I'll buy it through FOMO.

[38:34] FOMO every day because I get alerts on trades somebody flipping profits profits bought Burbish. I'm getting alerts for Burbish on FOMO app, the coin that you mentioned.

[38:50] That's funny. >> [snorts] one person I follow. Um it's back down. It's at 600k.

[39:04] Uh good call though, dude, at 200k. I hope you got in. Uh if there's any questions, feel free. I got to fix my lighting, bro.

[39:20] I got to fix my lighting, bro. I look super red. >> Um You should check the website, the uh You should check the website, the uh Burbish website.

[39:44] Let's just get the contract address and go on Twitter.

[39:58] clicking We're clicking links on Twitter.

[40:11] I'm You're the one telling me about this coin, so I can't I can't tell you if it's uh if it's real or not. I mean if it is, I guess it'll go up, but like they already have a token. It'll go up if

[40:24] it's real, but they already have a token. It's called Burp. Um which what's the market cap on this coin? 141 mil. So, that's not a crazy

[40:37] ceiling. That's That's good cuz it's You know, if their coin was at 10 mil, it getting crushed. Um Um unpleasant.

[40:52] Uh maybe they will announce a launchpad. Why do they need a launchpad? I have no idea. Um hopefully it has something innovative about it, but uh

[41:19] today. We're going to end the stream here. Oh, hi. You caught the end, buddy. You caught the end. Um they tweeted yesterday tomorrow, so waiting to see. Yeah.

[41:37] found it early. Maybe they're just testing out the launchpad to make sure everything works well and somebody found the coin. here. Thank you for watching. Click in that

[41:51] Actually, I'll wait in case you have more more comments, but I have no idea. more more comments, but I have no idea. I have no idea if it's real or not.

[42:05] Yes, sir. Try to do another stream on Friday. I'll have a couple videos this coin tutorials this week. Um, I appreciate you. I yeah, I'll have tutorials this week on meme coins and stuff. So, be sure to

[42:18] check those out. Hit subscribe. Thank you everybody for watching.

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