AI Summary
In this livestream, Crypto Gorilla breaks down the OpenSea token delay, digs into growing FUD around MegaETH's stalled launch metrics, and dissects the Ethos credibility-platform controversy. He also covers a roundup of airdrops (Shape, EdgeX, Backpack), NFT news including Azuki's TGE, and teases upcoming Bittensor (Tao) research.
Chapters
Devin, CEO and co-founder of OpenSea, announced the token is not launching in Q1, citing an off timeline. The announcement triggered immediate community backlash and trolling.
OpenSea will offer optional refunds for waves three to six, while many users question why the highest-volume waves one and two were excluded.
The creator argues the points waves are a rewards program (like air miles), not a guaranteed airdrop, and the ~$12M refund offer is goodwill, not obligation.
OpenSea is introducing zero fees on token trading for 60 days and volume-based fee tiers, rewarding heavier traders with better rates.
The real mistake was users burning fees to farm points — the number one priority should be profitable trading, with any airdrop treated as a bonus.
Polymarket markets show less than 10% probability of an OpenSea token by June 30; the public mobile app launch is called a key sign that the token is near.
The creator's account was locked after X auto-labeled a Polymarket post as a paid partnership, with no option to contest — highlighting a broken disclosure system.
MegaETH must hit three conditions: 10 mega mafia apps launched, $500M USDM on the platform, and fees generated for 30 straight days — only two apps currently earn revenue.
Despite fast tech, MegaETH has no killer app to make users bridge; AI agents needing instant transactions are suggested as its potential niche.
MegaETH perps trade around 1.4B FDV, while Polymarket traders give under 50% odds of holding above 800M FDV after the first 24 hours.
Serpent initiated a slash against Hydrae's over his involvement in a lawsuit, even though the dispute is unresolved — a move many call a marketing stunt.
Community member Saf argues Ethos 'slashed a man who exposed a Ponzi scheme' — he lost $250K warning others — calling the credibility score nuke unjust.
Votes nearly failed at 39%; last-minute switches pushed it past 40%, saving Serpent 320 points. The creator alleges Serpent privately messaged people to switch.
EdgeX claims must be completed by March 30; listing is scheduled for March 31 with Polymarket pricing around 500M FDV — the creator expects roughly $1,000.
Mad Lads holders received 1,000 Backpack tokens (~$290) with NFTs around $1,000; day-one holders fared better with prior Wormhole ($26K) and other airdrops.
Only the priciest Azuki packages sold out; by comparison, Cyberpunk's licensed card game raised $10M against a $1M goal in one day.
The through-line: airdrops are incentives, not promises — teams will delay, disappoint, or manipulate when their business demands it, so traders should farm with fees they can afford to lose and judge projects by fundamentals rather than hype.
Mentioned in this Video
Study Flashcards (10)
What is the probability Polymarket gives for an OpenSea token launching by June 30?
easy
Click to reveal answer
What is the probability Polymarket gives for an OpenSea token launching by June 30?
Less than 10%.
15:55
Which OpenSea waves are eligible for the optional refund?
easy
Click to reveal answer
Which OpenSea waves are eligible for the optional refund?
Waves three to six.
05:10
What are the three metrics MegaETH must hit before its token generation event?
medium
Click to reveal answer
What are the three metrics MegaETH must hit before its token generation event?
Ten mega mafia apps launched, $500M USDM on the platform, and 30 consecutive days of fees generated from apps.
24:15
How much USDM was on MegaETH roughly a month after launch?
medium
Click to reveal answer
How much USDM was on MegaETH roughly a month after launch?
Around $60 million - described as 'bricked' and unlikely to reach $500M.
24:30
How many apps were actually bringing in revenue on MegaETH?
easy
Click to reveal answer
How many apps were actually bringing in revenue on MegaETH?
Only two apps.
26:07
What was the approximate value of the Backpack airdrop for Mad Lads holders?
medium
Click to reveal answer
What was the approximate value of the Backpack airdrop for Mad Lads holders?
1,000 Backpack tokens worth around $290, with the NFTs trading around $1,000.
43:50
Who did Ethos founder Serpent slash and what was the controversy?
hard
Click to reveal answer
Who did Ethos founder Serpent slash and what was the controversy?
He slashed Hydrae's over involvement in a lawsuit; critics say he punished a whistleblower who exposed a Ponzi scheme and lost $250K.
32:03
What happens if an Ethos slash vote ends between 40% and 60%?
hard
Click to reveal answer
What happens if an Ethos slash vote ends between 40% and 60%?
It counts as a failed slash, meaning the person who initiated the slash doesn't lose any points.
35:34
What is the deadline to complete EdgeX airdrop steps and when is the listing?
easy
Click to reveal answer
What is the deadline to complete EdgeX airdrop steps and when is the listing?
Steps must be completed by March 30th, with a listing scheduled for March 31st.
42:06
How much did the Cyberpunk card game raise on Kickstarter compared to its goal?
medium
Click to reveal answer
How much did the Cyberpunk card game raise on Kickstarter compared to its goal?
It raised $10 million against a $1 million goal within one day.
50:41
💡 Key Takeaways
Airdrop timelines are flexible
OpenSea's delay shows that teams will prioritize business health over community expectations, and airdrops are never guaranteed.
04:42Never burn money farming airdrop points
Users who pay more in fees than the airdrop is worth are the real losers; profitable trading should come first.
11:52MegaETH lacks a killer identity
Without a killer app or clear niche, a high-FDV chain with quiet marketing will struggle to attract bridged liquidity.
28:57Credibility platforms can be weaponized
Ethos slashing a whistleblower shows that social-credibility mechanisms are vulnerable to founder influence and PR stunts.
34:29Decentralized AI is gaining mainstream attention
Influencers like Jason Calacanis are shilling Bittensor, and decentralized AI may prevent the data-control problems of social media.
54:00Full Transcript
[00:32] a Monday morning stream. I know we went 2 weeks without it. I was traveling. I went to the beautiful San Francisco, which is kind of overrated, if you ask me. I expected sunshine, California weather,
[00:47] beaches. There's beautiful beaches. I got lucky the first 2 days of traveling. sunburn. My head was all red. I had to sunburn. My head was all red. I had to go buy a hat and some sunblock. But um
[01:00] great. Like the trails and beach was amazing. The San Fran bridge, I biked it. The the whole boardwalk, or not boardwalk, but along the water, there's beautiful homes and boats and stuff. Beautiful.
[01:15] But I don't know. I expected more It to be honest, it's San Francisco is Montreal with a little bit better weather and more hills. That's it. Hey, everybody pulling up. Love it. Love it. Look at this.
[01:28] Um Let's go. Everybody in the building. LBS Bodega. We got crew in the building. We got Perez. We got Ambient Japan. We got Perez again. Bodega, what's good? Girl ponytail. Grow
[01:44] the the top knot like that doodles picture I shared. Laka. What's the alpha? We're going to talk about some fun today. Mingles NFTA, appreciate you guys. Um Let's start. No, no, no. No tipping,
[01:57] dude. I don't need y'all's money. Just I just need your views. That's it. my screen up here. Boom. Market this morning is I did not expect this. So last night Bitcoin was crashing, right? Trump essentially
[02:13] saying, "If Iran doesn't fully open the Strait of Hormuz, we're going to bomb like their power plants and stuff." Which would be horrible. Like Iran retaliating, we don't want this. It's horrible on so
[02:25] many reasons. War, but also just supply chain wise. And you know, a bunch of saying like they're going to cut like the internet and stuff, which is like 18% of the world's cables goes through the the Strait of Hormuz. So a lot going
[02:41] also saying, "Yeah, they're going to completely close it." There's just a lot of back and forth here. And then this morning I wake up and apparently Trump is saying, "Hey, we we spoke to Iran." I don't know who he spoke with. I
[02:56] speak with. But essentially he spoke with Iran and boom, the stock market pumps. Then Iran comes out and says, "Nah, we didn't speak to Trump or America." And it crashes again. Right now it's doing well. I saw a post that
[03:11] now it's doing well. I saw a post that the market the S&P 500 is up. God candle. We got Bitcoin approaching 72,000. 72,000. Last night it was at what? 68, 67k. So
[03:24] Last night it was at what? 68, 67k. So 70 72k here. We've got a lot of coins. Hyperliquid not moving as much as the rest of the market. It was doing really separately from the rest of the market. And then the other one which we're going
[03:37] to talk about later that I've been looking into is going to be Tao, dude. BitTensor is getting a lot of attention. And I'm going to do some research into And I'm going to do some research into BitTensor and um
[03:50] going to drop some videos. They have a really good content program too for that. So I'm going to drop some tutorials and just research cuz we'll go over that later. But I wanted
[04:02] to cover some other stuff first. So I know the thumbnail was about OpenSea. Hope OpenSea hopefully don't be mad at me thumbnail here. A sponsor of the channel. Just full
[04:15] disclosure before people get mad. Three airdrops not airdropping. Imagine about all these. So the first one was I know I'm a little traveling and then when I got back from my travels, I was under the weather and
[04:29] I just honestly I I was waking up like at 10:00 with the time difference from at 10:00 with the time difference from San Fran. Plus I had the sniffles. I me stream with my nose that clogged, to be honest.
[04:42] So we had Devin, the CEO and co-founder of OpenSea, came out and said, "Hey, we're not doing the token yet. We planned for Q1 and it's not going to work out. Like our
[04:57] timeline was off. We're working really hard." Um and they're offering a few things. Obviously, the timeline freaks out, right? Everybody's trolling on this. Um People are not happy.
[05:10] get it. I want my money too. I made posts about here about this, which we'll He says there's going to be an optional refund for waves three to six. Yeah, monsters pissed. Yeah. >> [laughter]
[05:24] >> An optional refund for waves three to six, which a lot of people are saying, "Hey, why not waves one to two when you had the most volume?" Adam on a great spaces um said that
[05:38] the reason is, "Yeah, we didn't announce the date. We never said Q1 until wave three." And look, at the same time, my argument against that is they don't have to refund any wave, first of all. Second of all, it's a business. Like the waves
[05:52] said from the beginning, the waves are not for the airdrop. The waves is a rewards program the same way you have an air air miles reward program, right? Um it's not because like one flight isn't available or something's not available
[06:07] they have to refund every flight you've ever taken. It's still a business. There's still a trading fee on the platform. And you were still um
[06:19] mute alerts cuz it's really going to annoy me. go. It's still it's still a business and You are still trading NFTs on the platform. They have no obligation to to
[06:34] that they did it. Some people are saying, "Oh, they just did waves three to six to save face." Yeah, obviously they want to make people happy. Why would you give away 12 million dollars? It's to make people happy and it's like
[06:46] timeline." Now the other thing I'm seeing, which you know, kind of I tweeted about this. So here I just tweeted um you know, what happened or or like the main points. So optional refund. Oh yeah, zero fees on tokens. I
[07:00] don't think on NFTs. On tokens for 60 days. And then the refund I think they said is only going to happen like mid to late April at earliest cuz they a whole a front end for it. And then they are
[07:13] for token trading. It's one of the biggest complaints. It's something I've brought up too. You know, I get it. They have the same fee 0.85 as MetaMask and maybe Rabbi, but as MetaMask and and some other wallets, but there's a lot of
[07:29] to have more competitive fees. So the more you trade on the platform, the better your fees become, which I really like. Right? It's like any any exchange that you use. And then um But yeah, so I tweeted about this. I
[07:43] tweeted like my opinion. Obviously, I'm sponsored, right? I put the paid partnership, which it seems like I'm being paid to say this, which I'm not. I hadn't even spoken to the team when all of this announcement came out. I didn't
[07:55] know that that they were going to delay. Like I had no warning in advance. sorry. Like we wish we could tell you in advance, we can't." Um opinion. People cannot accept that. There was a lot of comments like,
[08:11] "Opinion rejected." Like, "Okay, dude." Um So just cuz I'm sponsored, apparently I'm not allowed to have an opinion. people, people think like, "Oh, if you weren't
[08:24] sponsored, you'd be negative right now." Dude, I'm not happy I'm not getting an airdrop. I want my money too. Like I'm going to be getting five figures at opinion. Not financial advice. I don't know if
[08:36] I think I'm going to get a lot. A lot of people freaked out. You know, I'm kind And I like let's use another example for this. One that I use with I won't say who. Someone wants a myriad airdrop, okay? And the myriad team just they
[08:53] snapshot. So there was a timeline that they announced. And then they just announced a raise, meaning hey, the token's not coming now. It's it's going to be delayed a little bit. Um And I said to this person like,
[09:06] "Yo, you're the owner of of myriad, okay? You have two options. One, launch a token when the volume that you have on your platform is not great and you could use the token to farm volume, just like all these other platforms are doing.
[09:19] Um You can raise millions of dollars from a really big investors. Get a lot more attention to your Or you could just launch a token that's probably not going to perform well. Your
[09:32] platform volume's going to drop. But because people are expecting a free it?" His answer was yes, but I don't believe it. His answer is yes cuz he wants an airdrop. Nobody would do that. You would not hurt your business, which
[09:44] a token is a major event of your business, just because people are pissed off. I get it. They're pissed off, but they messed up. Like yeah, it's on token was going to come out and they missed that date. Does that mean they
[09:57] now are at the whims and they have to list bend the knee to people who are crying for an airdrop? No. No, absolutely not. I would not hurt my own business. I wouldn't even for my like on YouTube, I would if I said I'm going to
[10:09] going to launch a token, and then I realize it's not the right move to make, um and I want to delay it for better market times, said it and like now my subscribers are pissed. Sorry, I won't do it. If you say
[10:23] cancel the airdrop, then that's a different story. That is not what's happening here. From what I understand, that's not what's happening with myriad. Pump fun, we're not sure. Like they're deleting their airdrop tweets. I assume
[10:35] that's just legally they're doing that. They owe us an airdrop. Like they said there's going to be an airdrop. Um the ones where it's it's really annoying are ones where it's it's really annoying are like Axiom, fat photon, and Bolex. I'm
[10:47] not sure they ever Bolex they did, but fat photon, I'm not sure they ever token. So, they can like skate, you know, skate those those grounds. Uh
[11:00] cents airdrop. Dude, I think the airdrop's going to be good, but again I'm sponsored, so who cares what I say. They picked the waves at least the least activity refund. I trade OpenSea using wave points. I'm not
[11:13] sponsored yet by wave points CG. Um look, I mean I I think yeah, you know, they made a lot of money in the first two waves. I think they made the first two waves. I think they made the equivalent of this the next four waves.
[11:26] Um Again, do they have to refund? No. And the it's like if they would have never refunded, I don't think people would be maybe people would be asking for refunds. What's up, Gradanski? But
[11:39] waves, people couldn't say that argument. I think probably the one mistake with the waves was having the treasure because the treasure links it to the airdrop, right? And that's where people
[11:52] were farming also for volume just in general volume, but getting those farming. Now, the mistake people were making was they were burning fees to farm, which I I I don't know, I've said a million times don't do this. Your
[12:06] number one priority should be being a profitable trader, which some waves I was profitable, other waves I wasn't, and then your the bonus is the airdrop, airdrop first, that is just dumb. You are We've seen this time and time and
[12:21] time again even with another with the blast, right? How many people burned so much money on blast, and then they were pissed off and they were yelling at Like I didn't tell you to go burn your money. That's like buying a million
[12:33] dollars of lottery tickets and then being pissed that you didn't make 2 million or even a million dollars. Like yeah, it's it's a it's a lottery. Like I don't know what you're doing. Um Gradanski out here, yes, sir. I want my
[12:45] $5. I don't I think the the airdrop's going to be good and surprise people. totally wrong and maybe they burned their reputation and people are pissed know, they want to come out with their mobile app. They want to They have perps
[13:01] don't think everybody has access to it. So, yeah, obviously they're going to use all this stuff as incentives. I understand the anger, but I think I'm just maybe I think people are just emotional and I'm I'm looking
[13:15] are just emotional and I'm I'm looking at it more like level-headed. Um probably one because I'm sponsored. Yes, there is that that bias, but you know, I not pissed at Pump fun. I'm not pissed at photon. Dude, I I because I didn't
[13:28] sign exclusivity with photon, I missed out on a quarter million dollars of revenue sharing. I didn't get I got zero dollars. My video has 110,000 views. Uh I have I I gave like they got a ton of volume off of my video, one video. I
[13:42] didn't get a single dollar. I want my airdrop, like, you know, um cuz I still got the points, but I understand like why would the team launch a token? millions of dollars. Why come out and launch a token? It just doesn't make
[13:55] sense. So, I could put myself in their shoes and understand it even though I'm disappointed as a user. Uh how do you compare it with Blur airdrop? Uh I have no idea. I have no idea. Uh it's completely different times in the
[14:08] market. Uh they're trying to do different things. And I mean, you could see um if we go to Polymarket, um you know, right now, I don't know why there's two 100 millions. This is really weird. Is
[14:20] 100 millions. This is really weird. Is that a bug? million or this one's supposed to be 200 million and they just messed up. Uh I don't know why it's not refreshing. Let's hope I didn't break it. Uh but
[14:35] people think it's going to be 300 million. of these. Uh people think it's going to be 300 million. That's what they think. Magic Eden? Magic Eden went to like 10 billion FDV. So, I think people are
[14:49] billion FDV. So, I think people are overly bearish right now, but um Change it to the game, a lot of time spent, but we never know which will get rewarded. That sound like That's a bar.
[15:02] has a different opinion. He does, but he's coming at it purely as he wants people got wrecked in this market. A lot of people are their bags are down and
[15:14] understand it, but if And I I said this in VC, if if your um like crypto career, if if like, you know, saving your family and all that relies on an airdrop, I understand your
[15:30] emotion out of that, but I think also you messed up in Web3. Like, you know, everything you do should not rely on one airdrop saving you. You should be doing other stuff to figure it out and you know, and make money out of it. Uh if
[15:42] not, I think you just messed up and you need to to question what you're doing. Um Now, when is the airdrop or when is OpenSea token launching or OpenSea Foundation? We have no idea. Um
[15:55] Polymarket has it at less than 10% by June 30th. 30th Wow, Polymarket Okay, this year. Uh but they think it they think it's dropping very late. Um I speculation. I have no alpha on when it's coming out, right? I think you're
[16:09] going to be able to judge more when the mobile app goes public. That's going to be a key sign in my opinion that Okay, the the token's potentially close here uh because now they have the the the mobile app and and they're using this
[16:23] with uh the token. The The market conditions argument I I didn't like. I all because we've seen that so many times and market conditions right now are like boom boom boom. Um
[16:37] meta right at the perfect timing and still one of the best airdrops. It was really good. I made five figures. For Magic Eden, Brian wanted to buy a town with that. Yep. Don't we all, dude?
[16:49] timing. >> [laughter] >> A day later, uh Vanity Fair, which I think Vanity Fair knew what they were doing. They probably dropped it in good timing, uh dropped this article on uh
[17:02] that included the, you know, the OpenSea uh founder Devin here and uh the picture uh the picture here was just This is something out of like Hunger Games or The Matrix. I don't know, it was really poor timing, unfortunately. Um but I
[17:18] just found this funny overall. Um yeah, I wanted to I have these tweets here. Like, dude, so I had, you know, paid partnership as a post here and uh a lot of people didn't like that. And uh you know, some people are getting
[17:34] sponsored?" Like I didn't get paid directly for this post, but I work with to get locked. And some people are like, "No, you're overreacting." Dude, I had my account locked for a post about a video Polymarket. I'm not sponsored by
[17:49] Polymarket. I've been trying. I've asked them so many times. I'm not sponsored by them. I have an affiliate link that's shared on YouTube. I didn't share it on Twitter. Um but this post got marked as like being paid partnership. I don't
[18:03] Like should there be a process where they ask you, "Hey, is this a paid partnership?" Cuz if not, you're going to get in trouble. Um We're going to your account. I don't even have the option to say, "No, it's not." I have to
[18:17] know how to contest this. There's no like option to contest it. I don't know, there should be an option right here contest. For some reason there isn't and I don't know why. Like, so um Nick O'Neill, Choose Rich Nick, posted
[18:31] Nick O'Neill, Choose Rich Nick, posted this cuz he's at the Polymarket uh war room or whatever they call it, and then Nikita comes out and and and puts head saying like, "Since you don't label
[18:44] tattoo?" Got half a million views. It's giving them great engagement, so he's using it. This is not a paid post. He's not sponsored by Polymarket. And he had he was forced to put the label. Like, why are Why is Nikita allowed to come do
[18:58] this and force people to lie I had to lie in order to keep my account. Like this is absolutely ridiculous the the way that this is going on and they need to change how it works. They need a much better system and I think it's just
[19:11] ridiculous that they're doing this. Um And you know, he has power. You can't do anything. You can't talk out against it. And it's ridiculous. Uh that's And the crazy thing is the number of people sponsored by Polymarket
[19:24] that have the Polymarket badge in their name that aren't putting the label is is so high. Like it makes absolutely no sense. And once once Nikita, anytime he posts about X, need to put paid partnership because he's paid by X. The
[19:39] think they just need better labels. There There should be an ambassador label. There should be like, "Hey, I was paid directly to post this label." They understand they're they're going through the process so it's fine but uh this was
[19:54] something like this somebody's face with that on his forehead a bit ridiculous but you know luckily Nick has good humor about this and he'll he'll use the engagement you know. Um
[20:09] move from open seat to delay but the with the whole war going on let them take time with everything is stable should be a good air drop. I agree. I agree. Are you sponsored by polymarket? I wish bro. I've DM them many times. I
[20:22] have a chat I've asked them so many times. Um there is like there's a bounty program that they have so I do benefit from that with my affiliate link. Um but I'm I'm not sponsored like I don't get paid to post unless I shill a link which
[20:36] I like I didn't on that video I didn't. Um I don't like shilling my link on Twitter unless I shill a link I'm not making a dollar from it. So the only thing I make money on is that one video that I posted on YouTube. I maybe I
[20:49] point. Um but no I'm not sponsored. I wish I was. I've asked them many many times. Um I want to slap him so bad let him walk into my coffee shop the way he does.
[21:03] you talking about? Are you talking about Nikita? [laughter] Uh hello sir I am from India. Welcome bro. Appreciate you tuning in. Sir what know. >> [laughter]
[21:17] >> I have no idea. I hope it comes soon but I think they're going to milk it um you know and and use it to grow their wallet. I haven't seen any chatter about second wave. Let me check [clears throat] on my phone. I want to
[21:30] move on faster through these topics so we'll move on after this. Uh we got an air drop section of the video but let me go on my phone and check rewards. Uh oh there's an update. Okay here we go. Uh rewards
[21:44] um Yeah I got so I got a linear air drop from level uh from from level from season one. And there is I don't see any new season since then so uh I'm not sure exactly
[21:58] what happens. We have no timeline nothing. Uh Nick bro yeah okay. >> [laughter] >> Why? Uh they can do better no doubt. Uh the system for creators on X is simply
[22:10] ridiculous. No profes- no professional at all compared with the platform my opinion. YouTube keeps being the king by far as a platform. Agreed. Um YouTube I at least in the description like even in the description of this video I write if
[22:24] you go right now you'll see it says I'm sponsored by open sea and then I also included like hey some of the stuff I I talk about I might hold cuz we talk what I'm going to talk about in this show but if there's a paid spot on this
[22:37] video at least I could include it easily in the description and it's not as top. Um partnership was with at least. Uh all these exchanges just mention air drop
[22:52] milking. I would do it too you know or or you don't even mention air drop. You just put a point system. That's what you do. That's the trick. Just put a point system. Um that's what a lot of these dexes did. Yeah yo I was saying this the
[23:05] other day where's my project O air drop bro? What what happened with project O? a ton of money on fees and uh where's they got that's what you do. The the move was to launch a dex. Um
[23:19] But let's move on. The next air drop that we could fud is going to be my bags uh mega ETH. Now I'm seeing over the weekend a lot of posts about mega ETH how you know they raised at a billion FDV and now there's kind of no chatter
[23:32] like what's happening. What the team is bring being pretty is my stream lagging? Um The the team is being pretty quiet. They made a few tweets like hey why we're being quiet.
[23:48] stream. Um um I saw a weird flash on my camera maybe okay not like great. Cool thank
[24:03] you. Um so yeah they came out and they made a few posts. Uh do I have it here? going on? There's some apps like we're working behind the scenes don't worry. You know it sucks right? I think they
[24:15] few things. Only lagging is T G yeah. Um so we have the three metrics right that they need to hit either 10 apps need to launch that are part of mega mafia either they need 500 mil USDM which dude
[24:30] this thing is bricked. This thing has been around 60 million for a month. This is not hitting in my opinion like it's is it's forget this one okay? And the thing that's annoying is they had raised 250 mil FDV like this and then they
[24:46] raised it to 500 mil right? Or they no they raised it to a billion. They said come first serve you could put as much as you want like 10 whales ate up the whole thing. Uh and everybody was mad cuz they want those rewards rewards from
[25:00] the campaign not even like vesting rewards or APY or anything and then um wow somebody put just put a whole list. Thank you. I'm going to note this it appears on screen. I'm going to note it down. Um
[25:15] then they're like hey we're going to raise it. They raised it to one bill way too high people were fudding and then they're like okay we'll do it 500 mil um we'll we'll do it in an hour. They left
[25:29] it open and then people I was I deposited like $30,000 into it. They left it open it went to 400 million in seconds. People were mad then they said you know what we messed up we're refunding everything.
[25:41] have kept the money. Now they only have 60 mil instead of 400 mil. They're making way less in revenue uh and then the the other one is going to be um making fees from apps at for 30 days
[25:55] straight. Now unfortunately so it's 50k total that they need to make I thought it was 50k per app. I guess it's 50k total uh because no app has
[26:07] made 50k for multiple days in a row. Uh currently only two apps are actually bringing in revenue. Excuse me. Only two apps are actually bringing in revenue. Um so like I don't know what's happening on mega ETH. It
[26:20] know what's happening on mega ETH. It seems really bad bad. Um Like dude why are there not first of all they should not have included the 10 mega mafia apps as a metric to launch in my opinion.
[26:33] launched yet? Ha- haven't they been incubated for like a year some of these? Uh some of them died. Some of them went left mega ETH. year? Why have some of these not launched? Some of them are super simple
[26:48] apps. You know looking at the list uh mega mafia let's take off the live only. Some of these are simple super simple. I don't know why they haven't launched one point. Weren't there like 30 cuz there was a second wave? Um
[27:03] But yeah we only have a few apps and unfortunately I have zero interest in using most of these apps. Like I'm not going to bridge to mega ETH to use games like games are cool. I like showdown but like I'm not going to go
[27:15] raiders or something. Um euphoria is cool but I don't think it's going to it's a casino. You are literally gambling. Like I have no interest uh in gambling. Like that you know that's what abstract was. Abstract
[27:30] also hasn't launched. Yeah gosh I don't know when abstract why is abstract not getting yelled at? Like I did see some fud about abstract a week or two ago but we're going to launch we're going to launch. None of them are launching. You
[27:44] have a huge list here of all the ones that aren't launching. Uh you know base thing is they're going to launch on their own timeline and I understand that. Do I want abstract to launch right now? For me yes. For them and for a good
[27:57] They should make sure they are in a very good place. I don't know anybody using abstract outside of like a small bubble abstract maxis. I don't know anybody using mega ETH. Mainly cuz there's nothing to do on mega ETH. Now I was
[28:11] talking to the I won't say any names. People in my community uh yesterday and somebody brought up a really good point of um like let's in dot trade which is a uh perps uh platform.
[28:26] Mega ETH tech like it's instant right? It is really great for trading so they other side which the team has been speaking about is for AI. If their AI agents like are instantly trading instant transactions that they're able
[28:41] to do like there is something here so I think mega ETH can capture uh that audience but uh he he he said it perfectly yesterday. They lack their identity. Mega mega ETH currently lacks an identity. Um they need that killer
[28:57] marketing. A lot of their apps did amazing at marketing. They all came out it's like they all used the same editor coming out with these videos that were you excited but then they haven't done anything since. Like I was looking at
[29:11] they've done one tweet. I think it was world market. September. Okay no it's not them. I forget which app there was one of them that did one tweet back in September and they have
[29:25] what's going on? What are you guys doing? You know. Um never forgotten. I did not [clears throat] forget that dude. I [clears throat] forget that dude. I invested at 500 mil. Um
[29:39] that in a second. Mike go hey what's good bro? Ripto. Um So right now uh there's a big disparity People think it's going to happen by June 30th. I mean, you could just follow
[29:55] the metrics, right? Uh and and you know, kind of get an idea when it's going to happen. Um one. The one I want to look at is the FDV. So, Polymarket has been or
[30:09] Polymarket traders have been pretty spot-on with these kind of uh prices. Uh if we look though uh at perps, it's currently trading at 1.4 billion, but on
[30:21] Polymarket there's, you know, less than 50% of people think it's going to be trading over 800 million after 24 hours. So, right after the initial dump. Um So, it's really like the there's a big disparity here, 40% and 60% 16% between
[30:38] Hyperliquid and Polymarket. So, really interesting to see. I Look, I invested. I want them to do well. Um but I Right now, there is no killer Polymarket. They need a Hyperliquid. They need that app that is going to make
[30:50] me bridge. Why did I bridge to Arbitrum? To get on Polymarket or to get on Polygon? To get on Polymarket. Um make me want to bridge. And right now, unfortunately, they do not have it. So,
[31:07] that kind of sucks. I'm seeing a lot of fud. Yeah, this one was funny. Like, 15 months no TGE, I sleep. 2 months no TGE, and he wakes up. Um So, yeah, that was funny. I think people are, you know, they pick and choose
[31:20] where they're going to be mad. It's only it's only uh human to do that. Um I don't know why my my mic today is moving like crazy. Let me get my other screen on stream. We're going to We're going to fud some more. Um let me stop stop
[31:33] stream here. Share screen. I'm just going to close Share screen. I'm just going to close this. Boom. Boom. Uh next up we have Ethos. Where's my Ethos airdrop? I don't know if he's
[31:49] ever going to do an airdrop, to be honest. Um So, we got Ethos. We have the founder, Serpent, coming out and fudding. He Serpent, coming out and fudding. He comes out and he slashes Hydrae's. Now,
[32:03] this made no sense to me, unfortunately. Um He fudded Hydrae's, who is involved in some lawsuit He's defendant in some lawsuit or a plaintiff or whatever.
[32:18] a witness in a in a lawsuit, right? Um because he like he promoted something Ponzi, um which apparently he lost money in it, happens, it it reminds me of Trove, right? When
[32:34] Trove happened, every KOL that had a badge was now evil. Unfollow, block all these people who had a badge. Do you think the KOLs like actually knew? Or or about like, "Hey, this is what we're doing. Here's our our product. You can
[32:50] pay you to wear a badge." And they were like, "Oh, cool. I can get money wearing a badge for some product that looks really cool." Because it looked cool. You thought you could make money. But now they're evil
[33:05] and you're just innocent. I think people just they they love the drama, especially when the market's down. They love attacking others. And But anyways, uh so So, now we have Yeah, so he was
[33:18] didn't fully look into his involvement. I think he helped promote it a little Whatever. Like, dude, he he lost money. Apparently, he lost a quarter million Do I think he was evil and he knew the whole time that some other dude was
[33:31] going to make $20 million? No. He just thought it was something cool and went along with it. And unfortunately, it it went bad. Like, dude, it happens. Uh but now he's being slashed even though like if you read this description, he's named
[33:45] it as a defendant. Uh the slash is not an assertion that Hydrae's committed uh described in the complaint. It is a factual notice that these proceedings exist, that he is named as a defendant, and uh the scope
[34:00] and that the scope and severity of the allegations warrant a reassessment of his current exemplary credibility score. This makes absolutely no sense. Why would you slash him now and not when he is proven guilty? Like,
[34:14] what if it comes out that he's like a hero but Dude, he's the he's the behind this. I think Saf said it perfectly. Um Down here. Yeah, you slashed a man who exposed a Ponzi scheme, not someone who
[34:29] profited from it. The person who blew the whistle. Him and Jan Jan has held the whistle. Him and Jan Jan has held 100k uh uh a 1k personal space, shared every piece of evidence, and sacrificed $250,000
[34:41] of their own money to protect others. That's who you just nuked. Let that sink in. And then he he goes on to say a bunch of other stuff. First of all, I bunch of other stuff. First of all, I think Monster's [laughter] here.
[34:54] all, uh I think the only reason Serpent did this is to get atten- It's to get people talking like I'm doing right now, right? He wants marketing. No marketing is bad marketing. I disagree.
[35:06] Unfortunately, Serpent, you have a lot of your your big supporters who are pissed off about you or about what you did here. Um if you look at the slashes versus the the non-slashes, can I see them? Yeah, if you look at at who uh
[35:21] voted to slash versus not slash, like there's a lot of of supporters here. There's also some last-minute really weird support that came in here. So, this whole thing is just really weird. Essentially, the way this works is you
[35:34] uh somebody slashes and there's a vote. Now, if it ends between 40 and 60%, so Now, if it ends between 40 and 60%, so right now it's 42, it counts as a failed slash, meaning the person who initiated the slash doesn't lose any points. If
[35:49] this would have gone failed or if this would have gone in the way of Hydrae's in the defendants, um Serpent, who is currently the leader as far as I know on his own platform, would have lost 320 points, which you
[36:03] to see. You know, I wanted to see him kind of stuff. It's not the first time he does it. Um you know, doing this kind of stuff just to get marketing to your own platform.
[36:16] going to be the one to slash him? No, because he has an army The same way I think a lot of people who who agreed with the slash were just like an army who came out to defend or to to slash. The same way on the other side,
[36:31] out to defend, right? Everybody has biases. Everybody's going to do stuff. biases. Everybody's going to do stuff. But it was at 39%. He was going to lose to 320 points. Last second, people come in and defend. Now there's
[36:46] controversy. I'm seeing messages from Discord. I even heard he personally messaged people to get them to switch from defend to slash. Uh which Why is the founder of the platform doing this? Like, just take the L. Um
[37:01] seeing conversations now around this dude uh Buzz, who like I think he has a comment down here where he says he is going to where he says it doesn't make sense. Yeah, this should be a review until legal
[37:16] proceedings are decided. Your defend You defend your your defense for be it being a slash is that it should bring attention to the matter. We all know the slash uh a slash by you has one outcome. Like,
[37:29] makes no sense. And then last second in the final hour, he switches his vote to a slash. This makes absolutely no sense. Um Do people comment here?
[37:45] This makes no sense. In my opinion, I have no proof of this, but in my switch it to a slash or I'm going to lose my score." Uh I think a few other people like Bread came out and and slashed.
[37:58] To me, this makes no sense. I think I think they um they manipulated their own platform to make sure that he doesn't lose points, which Like, if this kind of manipulation is going on. We already knew there was
[38:12] groups and stuff manipulating, but now this kind of manipulation from the founder is just To me, it's disgusting. Like, I don't know. It it removed a lot of credibility from the credibility platform itself. Not that it like Let's
[38:24] just be real here. Does anybody care? I've never asked myself, "What is somebody's Ethos score?" I've never in my life have I asked myself, "I wonder what his Ethos score is." Okay? But still, people use it. People use the
[38:36] plugin. There's been apps that have used it um to decide if you should get allocation to stuff. So, I really don't like that he did this. And uh I think it warrants a little bit of fud here. Uh he he wanted attention to the platform. He
[38:50] got it. But this is a horrible way of doing it, in my opinion. Uh you know, I'm I'm shocked he didn't slash me from the other week when he posted about me. Um with the
[39:03] here. Um Did I miss it? I think I missed it. All right here. Boom. Uh you know, somebody
[39:15] for the OpenSea thing just said, "Opinion rejected." As if I'm an OF girl uh cuz I have a paid partnership. And then, how much merit does it have Does for it?" You know, there's a nuance here that Crypto Girl is probably blanket
[39:28] disclosing. I said many times like I'm I think even in the post. Um Maybe not. But I said many times, my pinned tweet was literally about this. about this uh to to get views and because there's a
[39:43] picture. Um had Serpent on the channel. I have no beef with with Serpent. Uh I have a interview I did for free that gave attention to the the platform. So, I
[39:57] also this I saw like, "Hey, should What if you saw people's Polymarket P&L next prediction markets? One, you could have more than one account. Uh two, just because you have a bad P&L doesn't mean you're a bad trader." Like like I I have
[40:13] one really horrible trade uh that I did on politics. It was like an emotional close it because I really wanted my party to lose and my account's at -20k. Uh I'm not a good Polymarket trader, so I'm not trying to defend my trading, but
[40:28] end-all-be-all, especially if you're only tracking one wallet. How many meme coin traders, their main wallet shows negative, but they have hit the most craziest trades on their burners, especially if you know them personally.
[40:42] Um so, I don't think this is like the end-all-be-all, but uh please update Genius Dex airdrop. I have no idea what that is, sir. I've never used this in my life. Uh but moving on, uh we have a few
[40:54] airdrops. So, we have the Shape airdrop that is currently live. Uh you could allocate I think it's 320,000 Shape tokens to uh go get to be able to mint an NFT or something. Uh I claimed it. I haven't really looked into it much
[41:08] further. I My claim, I kind of got screwed cuz I didn't go reclaim some stuff or I don't It's 360 Shape. Uh I didn't go reclaim some stuff, so I was Shape just to be able to get one of these NFTs, but uh we'll see. The other
[41:24] these NFTs, but uh we'll see. The other one uh Shape is a art chain. It's a one uh Shape is a art chain. It's a chain for artists. Um founder, really cool guy. Uh very well-connected, did really well in art.
[41:37] stuff on Shape. I I have some of these bubbles. I view this as like an XCOPY bubbles. Um a lot of artists have dropped Um a lot of artists have dropped collections on Shape. So, um
[41:51] that has not happened yet and you still have time to claim if or to lock it or you need to go claim, actually. So, if you farmed EdgeX, which I do have a EdgeX tutorial on my channel, uh use my referral link. Um
[42:06] you have until March 30th to go and complete the steps. Basically, you just have to agree to their terms and you have to put in a wallet uh a wallet address. Uh and their airdrop, it seems like yeah, they got
[42:18] listing scheduled for March 31st. So, March 31st, we are getting the EdgeX airdrop. Um let me go on let me go on Polymarket and check the
[42:34] currently people think it's going to be trading at 500 mil, 500 mil FDV. Um and I I did see an airdrop checker for the valuations. Let me go pull that for the valuations. Let me go pull that up.
[42:53] This is not official, but I did see So, let's say 500 mil FDV, if you have 100 points, that is currently worth um So, I I don't have many points on my main. Uh I'm getting a thousand bucks
[43:08] from this airdrop. Um you know, a thousand dollars for free, I'll take it. I got one point. You know, you're getting you're getting $16 if it's at getting you're getting $16 if it's at 500 mil FDV. $16 airdrop. Um I also saw
[43:20] what that's going to be. Maybe they'll be bonus. I also got an airdrop for um their meme coin. They had a meme coin that I'm still holding. So, I'm hoping a holder? Cool, here's your here's your bonus
[43:34] airdrop." Um we'll see. The other one is going to be for Backpack. Now, I will give it to Backpack. It's a I have 2.4 points. Time to flood it, monster. >> Um Now, Backpack, I will say the Mad Lads,
[43:50] dude, they are always in my comments. So, they are loyal. They work hard. Um unfortunately, they did not get a good airdrop. Mad Lads were trading at 220 SOL back in 2023. Today, uh when SOL is at $110, today holders
[44:06] received a thousand Backpack tokens worth around $290 with the NFTs trading around a thousand dollars. So, that really sucks. Uh I did see a lot of people saying um Where did I have it here? Yeah. Uh they
[44:20] Wormhole airdrop for 26 grand. They got a Dimension airdrop that was worth 6k, a Pyth airdrop 3500, and then 20 more additional airdrops over the years. So, yes, if you were a day a day one Captain Monster just tagged you in Discord.
[44:35] Uh if you were a day one holder, you did well, but you know, if you bought today, if you bought for the airdrop now for a thousand bucks, you did not get bullish on this. Like I said, they're always in my DMs uh messaging me in my
[44:52] DMs. So, unfortunate that the airdrop didn't work beginning, you're you're good. I'm very surprised you don't know Genius. Uh it is followed by Yeezy Finance and uh CZ. Oh, it's a a BNB one.
[45:07] Um yeah, no, I didn't look into it. I'll look into it, but no, I don't know. It's the DEX airdrops. Like, once it's done, who cares? utility for the token. But I don't see why I would hold it.
[45:20] We've seen it with like uh Black and Supernova from from Elio. Look at both those coins, went to zero. Uh anyways, jumping in NFTs, guys. NFTs,
[45:33] soon. This is happening in 14 minutes. Uh we have a mint from Modest where you could pick uh you had to Maybe there's still time? Yeah, there's still time. Uh you can go and put your uh your X handle and your wallet, 33
[45:48] uh your X handle and your wallet, 33 supply for each NFT. You can go and put he manually approves based on the wallet and your Twitter, and then you get to mint these. The mint price is like point it's near point one, so it's expensive,
[46:01] collections have been doing really well. I hold multiple Modest pieces. Um if we go to my wallet here, profile, um so, I have all my my citizens, which
[46:14] all my citizens died, okay? I did not play the game. I started playing. I traveled and my wallet, unfortunately, was not working. Like, I don't know, I needed some MetaMask update, but it just would not connect to anything and it was
[46:27] really annoying and all of my citizens got killed. Um insurance, so they all still have color and the the main collection or the main a different collection. Uh the main collection is doing really well at point
[46:42] taxes, right? So, the floor is naturally going to go up because people have to pay the taxes. So, it's kind of just the floor I guess is staying the same. Uh the other one that I'm happy to see are the evader contract, the people who
[46:56] audited, they got killed, which Captain has killed over 3,000 people. Captain is the reaper of um of death and taxes. Um I hope he gets a nice one of one. Uh Modest team listing, give my boy a one
[47:11] of one for being the number one killer in your game. Um But anyways, yeah, they're trading for point oh three, and then if you
[47:23] if you have a colored one, they're they're trading for a bit more. Um this and yeah, he has another mint coming up.
[47:37] Somebody's at my door. Am I getting swatted?
[48:27] >> The administration to my building needs to come check some [ __ ] Um so, I have to end soon, but uh yeah, so glad to see that one's doing well. Another NFT collection that absolutely cooked is Tatsuki. I know we got some Tatsuki fans
[48:41] Tatsuki. I know we got some Tatsuki fans in the audience. Um No, no, I'm not getting uh >> [laughter] well. Like, I like the art to this collection. Um
[48:54] I had spoken to him a few times. Again, I was AFK. Like, dude, I was traveling and then sick when this happened, so um I missed it completely. They tried to mint for really expensive and then it failed, which to me
[49:07] only 200 supply, but still, nobody wants to pay point two for an NFT. And then they minted for really cheap and because people got such a low entry, these cooked. They're doing really well. So, I'm really happy to see this collection
[49:20] long time. Like I said, I've been in DMs with them for a while, so I'm happy that NFT cook. Like, when's the last time we had an NFT do this well from so cheap had an NFT do this well from so cheap where you could get in. Um
[49:35] the top holders here. Um Um next thing I want to talk about So, I'm going to have to roll through these cuz they need to come in. I have like 5 minutes. Uh is the Azuki TGE. Somebody
[49:48] asked me my opinion on this. Uh so, Azuki is Wait, what's this? 5% to where it was like at 98%. I don't understand. Maybe it's just broken. So, Azuki launched their TGE uh and it was only
[50:02] these ones that were available. So, not even this one. It was only this one. The minimum buy price was $200. They also had how many were sold and it was very low numbers. The numbers were not good. The only one that sold out was
[50:15] this one for 35 grand, which there was only like eight of them, I think. Um which I, you know, I didn't like these packages. I did not like that I had to buy a booster box with two or eight
[50:28] starter decks, but two each. And then if you want to go up, you also get them like I just wanted to buy a booster box, which now thankfully out of that, maybe I'll pick one up. 120 bucks. But I'm also comparing this to Cyberpunk. So,
[50:41] the it's a company that got official licensing on Kickstarter to launch their own card game. They were trying to raise $1 million US within 1 day. They raised
[50:53] 10x. They raised $10 million are like the the boxes are really cool. I have the the boxes are really cool. I have not bought these yet. It's a 30-day right now it's print on demand. As soon as the sale is done, the the printing's
[51:08] done. Like if you read the the main page here, they talk they go going to work and all. Um But yeah, these are the packages. So, just get booster packs. You can get both. You can get a ton of booster packs
[51:22] and then they go up until I saw $8,000. Oh my god, there's only one There's one Adam Smasher available. Oh my god. It was all sold out. I guess people canceled their orders. Uh so, Panam Wait, Panam was the only
[51:36] one that was left and uh and Jackie Welles. Smasher is available. But I'm like, do I really want to go and spend eight grand on this? Not not really. I'd rather go buy
[51:51] eight grand of like, I don't know, the original One Piece thing. But I'm I'm figure out what's the demand going to be for this. There's a lot of cards coming be for these? Um you know, for the eight grand you get
[52:05] Um you know, for the eight grand you get like 50 something booster packs. Um So, Azuki. They're pricing to Azuki, right? The the one booster pack is 169. One booster pack here now is 120. So, it's cheaper for Azuki, but Cyberpunk is a
[52:20] way bigger brand. Azuki has not managed to break out of um of of Web3. Uh but I their cards look dope. Their cards look amazing. So, I really like it. Um
[52:34] Is that a Project Red thing? Uh I don't think so. No, they got official licensing from Cyberpunk, but I don't think it's directly from Cyberpunk. think it's directly from Cyberpunk. Um
[53:01] think it's official, but they have official licensing. So, it's like know, that's what happens for most of these card games, right? It's like Bandai or whatever. Hard pass on the Azuki T. I might get one. Uh they look
[53:15] What else do I have? Oh yeah, I saw this. Somebody released a 9-minute episode and look, the story isn't for me. I found the story boring. Um but the quality is extremely high. And like it
[53:29] Azuki and and Bored Apes are making animes. They should be going way faster. Like you Why are they not using AI? If you could use AI to pump out your anime and you have the team that makes a good story, like nobody cares if the draw if
[53:44] the art was hand-drawn or if it was AI, as long as the AI is very well done. Um faster and then it would tie in with their card game and their whole whole Uh I have a few other stories here. Oh, just Tao. Yeah, I saw Jason, who's from
[54:00] the All In podcast, um is posting about uh Tao. Uh and here like, not financial advice, but sell half your Bitcoin and buy Tao. So, they're they're pumping Tao here. I do think I like I said, I want to look more
[54:14] Um I like the whole idea of decentralized AI. I think it's very important. The social media companies controlled our data for social media. I don't want the same thing to happen with AI. So,
[54:27] um I I'm looking more into Tao into Tao subnets. I know they're cooking. I saw subnets. I know they're cooking. I saw Jesus did a great interview with um somebody at Tao or I guess he's part of the subnet or something.
[54:40] Um and it's it's absolutely cooked. Uh Jesus has been doing really great content on Tao recently. Yeah, here 54k on Twitter, but on YouTube. Uh his a great YouTube channel. He is pumping out daily videos. Uh I think it's
[54:54] definitely worth subscribing to Jesus if you haven't already done it. Let me go here. Um yeah, great video. But uh yeah, 11k views in 1 day. Absolutely cooking. Go give Jesus a sub on his new channel, JM
[55:08] Crypto. Or not new, but like uh newly newly refound, right? It was all gaming before and now the views that he's getting He's dude, he's literally pumping out multiple videos per day. Uh
[55:20] he deserves some recognition. So, so go give him a a follow here. And um yeah, about Tao. I'll also be dropping some Tao guides in the near future. Um
[55:34] end, but I'm going to have to end it cuz they are knocking at my door. So, I appreciate everybody tuning in. Uh you know, I miss doing this. We were doing it Mondays to Fridays and then I took 2 weeks off. So, I'll start doing it again
[55:46] to start to pump out the content again. If there's anything you guys want me to cover, right now I'm looking at uh maybe the meme coin stuff, but uh the main a lot of tools in my DMs that want tutorials. I might just cover them all.
[56:00] guys want, leave a comment. I read every single comment. Even if it's been a year read and reply to the comment. Appreciate everybody. Uh thank you for tuning in to another Crypto Gorilla live stream. Blink twice if you need help.
[56:14] No, no, brothers, no. Uh I'll join VC. I just have to open the door and like it's just a apartment inspection, like a routine thing. Um with like the the condo girls there. It's not uh Believe me, I'm I'm I'm
[56:26] ready if there's bad [ __ ] that happens. I won't say how, but I'm ready. I won't say how, but I'm ready. Uh yeah, happy to be back, guys. Um Going to end it here. Clicking that end button.