Nightshades, Rare Friends & Standard Oh My! Coffee with Captain #1,248

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现有音频转写内容为加密货币/NFT生态(Stockbrokers、Nightshades、Rare Friends、Standard Reserve等)的讨论,主讲人以自身持仓和参与经历回应"付费KOL"质疑,并分析相关项目的铸造、市值与奖励机制。 - 主讲人表示自己持有Stockbrokers并获得营销奖励,但未持有Mebite,曾免费铸造Night和Zombie,并自费以15万至25万美元市值区间买入四种代币,目前市值约40万美元。 - 否认收取费用推广Nightshades或Rare Friends,称未参与Standard Reserve铸造,因未意识到其已售罄,并对Dutch auction不知情。 - 承认Stockbrokers生态复杂,已收集UI/UX反馈并转交Simple Farmer,认为团队愿意接受意见。 - Nightshades游戏"Nightfall"预计美东时间上午10点开启,流动性将集中到单一获胜阵营,奖池含约59 ETH(约14.7万美元)。 - 对Standard Reserve首日奖励分析持怀疑态度,称多年经验显示首日高收益通常难以持续,希望参与者盈利但提醒风险。 - 提到Rare Friends地板价传闻达2.5万美元,但认为有夸大成分;按当前市值,持有者每日代币滴灌收益约数百美元。 - 建议关注Nightshades铸造时间(美东10点),参与前充分了解机制与风险,勿轻信首日收益数据。

Transcript

And I'm feeling pretty good. I feel like I played things as bad as well as I could. I did secure a rare friend. I would not paid to say this. Someone actually was on nightshades. Someone was giving me a hard time because I was just some paid KOL spamming, shilling something else. I hold a stockbroker, songbrokers, plural. So yes, I'm getting some marketing rewards from there. I don't even hold a mebite. I've talked about getting one for years, still to hold one. I did mint for free a night for holding a stockbroker. And I minted a zombie for holding an ape. And then I went and bought with my own dollars. Each of the four tokens, as they were pre-bonding, got in from anywhere from like 150 to 250K. And let's look, as of this morning, before nightfall, they're all running right around 400K, is the market cap on those 399, 399, 417, and 399 nights for some reason is pulled ahead. Current market cap, but I know it was complex. I know it's a very complex ecosystem, that be it stockbrokers. And some valid points have been brought up regarding UI UX and how to do things. And I'll pass it all along to Simple Farmer. I do believe these are receptive. I also know he's been shipping a crazy clip. And sometimes the more like a simple one is, they added 1991 and 2026, like designs on the website. And if you go to the 2026, I can't even find the Smart LP. I have to click back to 91 to be able to see the Smart LP. It's under the safety deposit box. But I don't see that in, I don't guess it is in the 2026 version. So I take that back, maybe that changed overnight. Constantly updating, appreciate all the feedback I will pass along. But no, I'm not being paid to show nightshades or rare friends. I don't have any standard reserve. I wish I would have gotten some. I got this morning, because I saw someone say the floor was 25 grand. And offers are crazy. Well, sure. It's infinity when it's a sold out token. I didn't realize it was a sold out token. I didn't get on that list. And so I didn't go for the Dutch auction. And so I wasn't paying attention. Did not realize it was a sold out token. But yeah, that NFTCs in three has certainly arrived. Things are absolutely cooking, but not quite cooking to where I point one five mint for those that got on the allow list are able to sell for 25 grand this morning. That's a little bit of exaggeration now. As it stands today, at the current market cap, those holders are going to be earning a few hundred dollars a day in token drip. But we've seen this radio before. So I hope it works. I hope everyone prints. But usually when you see people talking about, they've gotten one day of rewards. And now they're analyzing it usually not a good sign. I've been here five and a half years. And I've never once seen those analyzed rewards after a day actually get anywhere close to that after a full year. Anyways, there's always a first for everything. So I hope people print. I'm not salty that I didn't get a standard reserve. Definitely not funny. And please don't take it that way. But I would be shocked if they continue to print three hundred dollars a day for the next year. But I don't know enough about it. Maybe it does. I am excited to play the Nightfall game or the Night Shades game. Night hits at, I shouldn't know this. It's either 10 or 11. I remember seeing it was going to be, I think soon after the show, but let me go back to the actual, is that on the Stumpberger side or is that on the Campbell site? Again, part of the challenge here is just, there's so much going on keeping up with it is challenging even for those that are, quote unquote, locked in. I, let's go to special projects. See if it's there. I am, let's check Ample. I'm not, I'm not seeing it. It looks like I can't find what time. I think it's 11, maybe 10. Macavillade, you know, what are we talking about, Cap? I'm sorry, I missed a reason. What time of day? Actually, you know, I think it's going to night shape. I think it's 10 AM, 10 AM New York Standard Time. So 10 AM EST, if I'm not mistaken, is going to be for the night, you talk about for nightfall for the nightshades. Yeah, correct. Yeah, yeah, 10 AM. So if I got in, go ahead, Cap. No, finish with that. I was going to talk about Standard Reserve for a second. But yeah, let me finish with that. Nightshades and then we'll go standard reserve. But if you are playing nightshades, there's a couple ways to play. Now, I am, night comes in at 10 AM as Macavillade just described. And what will happen is, so all the liquidity is going to move into one faction. Only one faction is going to survive tonight. Yes. And in addition to that, there was, I mean, total volume's been almost a million dollars. And of that, there is 59 ETH, about 147,000 in the share of War chest. So I think there's going to be an extra spike this first run, because not only did I pull the liquidity out of, it could be three, it could be two. 75% of the time, there's going to be three losers in one winner. 25% of the time, there's going to be two losers and two winners. So there's a chance, two of the factions win. So most likely, one of the factions will win. And then the winning faction, they're getting that 150K-ish worth of buys into the token as well as liquidity pulled from the other three. So you can see right now, there's about 130 to 150,000 dollars of the liquidity in each of them. So if it were to be, let's say, only one winner, let's say hypothetically, night's win. Then you got 130, 136, and 134, add that up. That's 390, call it 400-ish, 400K on plus another 150K. So you'd have about 550,000 dollars going into buy the night token. It's right now the total market cap combined is 1.45 million. The night market cap is 475 grand. So if you have a market cap that's 375 grand and you have how much should I just say 400 plus 150, 550,000 dollars going into buys, it's going to lead to a green candle. I don't know how big, but- It's going to be huge. I think it could be quite a rip. How I'm playing it, I have a night, I have a zombie and I bought, spot by each of the tokens. I've created the night, activated the zombie and then I have, I don't know, anywhere from, maybe it'll show me my portfolio. Anywhere from, so 218,358,122,000, and 112,000. So anywhere from 112,000 to 350,000 tokens, you can see it's only $15 to $58 or $50. So anyone that wants to play, even if you miss the mint, it's relatively low cost of entry. I mean, you can go buy it single token for .000,000,000, $15 will get you over 100,000 tokens right now. I think. I did some of my buys were in the tax period, but the tax was like five bucks. So this isn't like, I'm not clicking, this isn't a huge play. I've got right now my total portfolio is 100 bucks, not counting the NFTs. There is a million tokens inside of each NFT. I'm leaving them in there and I'm going to play my plan today just so someone doesn't say I'm dumping on listeners. If zombies win, I plan to sell almost all that 358,000 zombie token into the pump. Same thing if ghost wins also the 218,000 into it. If night's win, same thing. I'm not exiting the collection. I'm not, each of these NFTs has a million of their respective tokens in them and you could pull out the token and sell that into the pump. I'm not doing that, but I bought the extra token so I could play the game in part of playing the game is selling into the pump. So excited to see how this plays out. It's a perpetual game. It could theoretically could go on forever. Right now there are 647 players. I'm going to play it first few days and see how it plays out. I don't know like what we don't know is after the liquidity is pulled out of the third, how much of those tokens crash. If you have one that wins a few days in a row, what does that do? There's just a lot of unknown. It's just fun little mini game. It's how I'm looking at it. No disrespect, I call it little or mini game, but I don't know. I actually am going to show this side. I didn't realize you'd go back to the main page on the site here, the homepage, and you can look at each. It shows your holdings, shows the index price, and you can swap, and you can see the top faction holders. Overlord holding 5.6. ETH of that one, 11 ETH of Nights, 10 ETH of Zombies and 10 ETH of Watchers. Overlord going hard myself with my little $100 bag, not going hard, but playing the game, it's new experimentation. Yeah, I'm having fun with it. We're our friends. This is also good, and I promise I'm not going to forget about Reserve. I do want to get your thoughts on this. I see Sirc out there as well. Sirc, we've had a simple farmer on here a dozen times since before the storm perk is meant. He knows he hasn't opened an invite, but since I see out there, same goes for you all long overdue to have you on. Just to talk to Normie's in general, but would love to have you on you and or simple farmer both to talk about the Normie's special project with storm brokers, whenever timing makes sense for you all. No pressure or obligations, just wanted to make sure that open invite was out there. The other thing before we go to Reserve this morning though and get our update here for Macabelli is the rare friend NFT claim to place. Go check. Just make sure there is its on open sea. Make sure you're not on the allow list. I thought it was midnight last night, but public stage, oh, they moved it up. No, it's push back. I'm sorry. Public stage was, at first I thought public stage was midnight last night and then it looked like it was going to be noon today and now it's moved again. It's going to be tomorrow at 10 a.m. You have a full 24, actually almost 26 hours to go, but there is how they did the allow list. If you apply to that, there was 30,000,000 people who applied only 700 of them got on the whitelist phase. I don't know why it's not showing me now is like hover over the, oh, 709. So 709 while it's got put on the whitelist phase, first come for Reserve whitelist. Not everyone of those 709 have minted. So it was barely over allocated, but like 69 was if you added up all the apartments. So there's still some people that have an opportunity to go mint these. There's 913 minutes out of the 1024. They've got another, they extended it. So they've got another day to go claim those. It's free to claim and they're selling right now for $2,000. So go check on OpenSea, click Rare Friends and it's this one here and make sure that you don't have this, if this says eligible, go minute. You don't have to keep it. If you don't want to play the game, minute and sell it and get your free to grand, you're probably not eligible, but it's worth checking, caution nothing to check. And then public stage is going to be tomorrow at 10. That will be a gas war if you want to try a minting bot, assuming that they make it and that, you know, there's enough to get all these claimed, but some people are aware they have an allow list. So I would make my day if one of you goes, didn't think you had a allow list, you go discover, you open up your winter coat pocket and you find $2,000 in there. $2,051 to be exact as the current top offer with the floor sitting at 2399. But what I wanted to share was the, they're doing, I don't fully understand it, but they're selling the token that goes with these by way of a clearing auction. They had more information last time I looked at the site and it's, there it goes. So current implied market cap is $1,000,000. Based on the NFT prices, this is going to go way over $1,000,000. But you can basically place a bid, Uniswap continuous clearing auction and you put like what maximum market cap you're willing to enter, what you're willing to bid. And then, you know, like if you think you'll bid this up to $6.9 million market cap and you want to throw a,

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