Bull market? by Berdyn

Berdyn 订阅播客 0 次下载 收录于 2026-09-25 #热门

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Z-Cat等迷因币与Zcash NFT的"飞轮效应"持续将价值引向Roonscape(GP)代币,成为当前市场热点。 - 主持人认为"飞轮套飞轮"的元叙事新颖有趣,但不确定这种飞轮能持续多久,最终价值都会回流到约3000万美元市值的Roonscape(GP)代币。 - 有人呼吁将Stonk榜首代币翻转为Z-Cat,当前市值约8000万美元,主持人认为有可能实现。 - Zcash NFT中的ZK Snarks从0.3涨至约0.46,原因是项目方发布公告回应社区关切,但涨幅有限。 - Zcash NFT生态仍较碎片化,各系列各有自己的交易市场,缺乏统一的大型交易平台,仍存在机会。 - 主持人认为ZK Snarks的艺术风格类似早期的Node Monkeys,但对其叙事持怀疑态度。 - 随着Jack相关项目成功,可能出现围绕NFT的X Money元叙事,但主持人认为本轮NFT尚未出现合适的叙事或龙头铸造。 - 主持人认为Stonkbrokers铸造时机过早,传统上NFT行情出现在牛市尾声。 结论:在当前飞轮叙事下,需持续关注Z-Cat排名变化与Zcash NFT生态动向,同时警惕NFT板块整体仍处于早期阶段的风险。

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good morning. Hopefully everybody's having an amazing day so far. An interesting one for me all over the place today. I have to do this. I have to do that. That call. This call. That call. You know what it is. It's been good. It's been very, very good. Give me a favor. Bottom right hand corner. Light comment. Retweet. It is the best way to support our space. It goes a long way. Helps get to reach out. You know, it gets people in here. Good conversations. You know, you know, helps us out with time. You know, you've been here for a while. You know, it does, it means the, you know, the most when I do see the people interacting. But anyways, crazy, crazy day. Roonscape still talking to town. I'm hearing they're calling for a flipening of number one on Stonk, which is Z-Cat, which last I checked was around that 80 mil range. So I mean, it's, you know, it's a quest. It's a definitely, it's definitely a quest to fall in line with the theme here. So we'll see what happens. We'll see what happens. I think it's possible. I think it's possible. I just think the fly wheels for fly wheels is like an interesting spin on this whole meta, this whole like pairing meta. Right? Like they've, um, yeah, I don't know. It's not something I was expecting. It makes sense now and hindsight. It looks cool. But I think the way everything went about it, it's pretty pretty new, pretty cool. So like we don't know where it goes and how, how long this flywheel can actually go on for. Because again, the more tokens that get made, the more, and the entire flywheel leads back to gold at the very end. So it's like, I don't know. But like again, the underlying flywheels are all going back to GP, which is the, um, Roonscape, you know, token basically at this point, sitting in around 30 mil. It's very impressive. Very impressive stuff. Um, yeah, I don't know. It's been, it's been a crazy ride. Um, but apart from that, uh, Zcash NFTs, uh, the, I mean, I did see a bit of a sweep. I did see a bit of a sweep on the, um, on the ZK Snarks. They were at like 0.3 and then they came out with an announcement yesterday, um, saying basically like, Hey, we hear you, we hear what you guys are saying. Um, and just kind of addressed, addressed some of the issues that people were talking about. Um, well, let me find this video that they, that they announced, pinned it to the top. There we go. Um, yeah, they like, they basically gave a message and we're like, we hear you, yada yada yada. So, um, which gave it a bit of a pump is sent it to like 0.46, I think from 0.3. Not not the biggest pump, not the biggest pump, but, you know, some sort of little revival. So we'll see where it goes from there. I still hold mine. So, um, hopefully, you know, we see, we see over to to ZC again. Um, but yeah, the, the entire eco as well. I know there's still some mince going on with, uh, Zcash NFTs. Um, there's probably still some opportunity there. Again, there isn't like this like huge marketplace. Yeah, where everybody's trading them and, you know, for me to be like, oh, this collection, that collection looks good. It's like each of these, each of these collections kind of have their own marketplace from what I, from what I see. Um, oh my god, wait, hold on. Bandit, what happened to our zadders? Uh, we haven't checked them. I'm gonna be honest. Yeah, no idea. I'm not fucking you in bed. No, no, I'm in my couch. I'm waiting for my typhoon. I just only few dishes. It's gonna be amazing. Little male order tie. I've been there. I've been there. Live that. Uh, dude, which did that dude, the, uh, I, I like the ZK snark art. I fuck with it. Like, I don't know. Yeah, weirdly. You don't even own one. You like it more than like me and bandit combined. I don't know if I fuck with the narrative. Um, I was hoping the fudge was gonna do some like, if anyone was around for the node monkey mint, it was like a very similar fudge. So I was like, oh, like chances are this is just gonna get nuked for the people that want to get their entries in. But the price actually just looks fucking garbage. Like they, they did that pomp yesterday off those sweeps and then they're like almost right back already. So like, jock symbol. It's interesting that you bring up node monks because the pixel sizing and like the way the image fits in the frame is also very similar to node monks. I think so that's, I think that was actually a really interesting carol. Yeah. Yeah. Yeah. And I always really like node monks. Um, uh, praying, praying for these, um, looks, looks like we might see a little bit of like x money meta around some NFT men's here with the success that jack put your head. So let's, let's see it. I'm not, I'm not anti NFT. I just think that the, uh, the right, either the right narrative hasn't been brought to light or the right, um, like height mint to really set the tone has really hit yet. Uh, so I think stonkbrokers was a little too early in, in the run. Um, traditionally NFTs are like the tail end portion of a cycle. So it's probably a good thing that NFTs aren't like super hyped right now. Um, but you know what is hype right now. And I hadn't checked this until literally like in the midst of the music plane a second ago burden. Dude, I have so much money in these fucking reflections. I had, I hadn't checked. I haven't, I've literally never checked because I, I think I was talking to you yesterday, uh, the, the, the, the TG bought that I use for most of my like daily DJNN. Um, it doesn't populate the reflections if they're not like already your holdings, if that makes sense. So like, uh, gold, stonk, uh, I don't have it in front of me. There's one of the, you know, I've got like fucking, I've almost got like four grand in reflections from this cycle. Like not, not like reason. This is like over the last like month or two. But hold what the fuck? Wow. Fucking beautiful. I mean, dude, I, I probably made like, I don't know how many, just in the past, like I think three days, I've probably made like $500 in, in GP or something like that. Maybe, maybe, maybe, maybe four or five days, something like that. Um, so yeah, it's, it's pretty crazy dude. It wasn't, I like it, bro. I hold, I get paid. We were talking about space X, space X with, uh, with GROC. That, that was, that's, that's been printing. Dude, I saw the couple of guys that got me into, that put me onto that. They both got in like sub 300 K and have been holding this entire time their entire bag. And I'll see them on FOMO selling like clips of $100 to $2 of space X like multiple times a day. Yeah, it's crazy. I mean, the, the, the reflections are definitely insane. Also, when you're in a low market cap, like do sometimes, like something will spawn in it, like seven K, eight K, I'll pull like 40, 50 bucks in. And just within like two minutes of like, you know, trade of all you met that level, like if it goes to like 30 K or like whatever, I'll get like 10 bucks back from my $30 thing. Which isn't a lot. Okay, I get it. It's not like, we'll bro's play with 30. I get it, but I'm just saying like if I had put like, you know, 300, it's like the same, you know, like, I'm getting those reflections. You know, you're fine talking about it with whatever numbers or dollars that you're talking about because the amount of people that I've heard in the last 24 hours do victory laughs off their two or three Jack butcher eight dollar mints. And like, oh, was the free is 20 X. It was the 20 X on your fucking $25 punt. Like shut the fuck up. R-cats are trash. It's not, I don't even know what that is. I get school. I don't, I don't, I'm definitely coping for not looking into it because I definitely would have thrown a couple hundred bucks at it. Had I just given it detention. I think guys, I said on the space right after here that when I finally caught wind of like what I needed to do to get it, I was like an hour and a half late to the men. But it was just funny to me like hearing, like, I'm hearing more, more people that had minted like less than 10 do victory laps that I've heard people that actually like max minted 50 to 100 of them. Josh was free. Should we be a free PFP them? They're awful. Was we? Oh, I'm just kidding. No, can I, uh, can I go for a sec? I wanted to, I think there's new forms of monetization on the edge of crypto and finance happening right now. So, such as the jack butcher man is a perfect example, right? X money is created. Now he's making an NFT meant on it, right? GK snarts is another example. Like there's a lot of examples of this and it's kind of a fun time. Oh, and the parent is the most obvious one, right? By the way, anyone else like getting a 30% return in a week or two in any other area of finance would be shitting their pants, not understanding what's going on. And we're like casually like, oh, I made a 20, 30% rip. Dude, that's insane. That's like this new, like these new little forms of monetization around hot areas or new areas of crypto are a great place to put money. Oh, this is the other thing I wanted to say. Things that were not otherwise monetizable, right? We were never able to monetize those Xbox. Now we're now it exists. Now we can monetize it, right? We were never able to monetize the pairing and the even more special part is like runescape gold. Like runescape is like there's no assets. There's no way to get exposure to like runescape doing well at all, right? So I think like new little forms of giving monetization to things that didn't have it before are very, I think that's very cool, such as pairing, runescape and the jack butcher man. So that's things I think are really fun to watch out for. And juxtapes, it's like on these things, it's probably going to be one of those lower punts, right? It's not going to be like you're going to be doing shit like this with size. But I think that could kind of be a catalyst for a strong NFT collection, right? XYZ big company makes a new chain, for example, and they launch this NFT, right? Or there's this new little form of moving money here something or the next big thing, the next box. Yeah, I think that's a really good thesis for investing, honestly. Like I was writing a message, sorry. No, no worries. I think I think I think with these other coins, right? Or games that have in-game currencies, they're just for its own ecosystem, you got to pay to get it, like, roll bucks and V bucks and whatever. Like, dude, they're there. I think what are some, I don't even know what OG games, like there are. Like I saw the world of Warcraft one start doing really, really well. Well, I really, really well. I'm going to double this. It doubled its price. Yeah, I'm going to capture. I don't know why. I will say out of the entirety of my time in this industry, the games that have been compared to, as far as like, oh, this was the game that got me ready for this industry's way of movement was, it was honestly room scape of maple story. I didn't hear as many people bring up wow, wow, would definitely be third, but it was always room scape in maple story for whatever reason. I don't even know what maple story is. Before your time, young lad. Hey guys, how do maple story sounds like Canada? But yeah, it's crazy. It's crazy. And I'd be interested in seeing like, you know, what the, like, how this could be gamified within the real game. I don't know if that's possible. But I think a step like that would be pretty insane. I don't know anything that's going to happen. But like, I also don't know how, how, I mean, there's really no sort of like real, real correlation right to like them. But like, imagine if they get like some room scape shout out from actual room scape, like that would be insane. What what what triggered like the big wave of momentum was room scape coming out saying they wanted no involvement. Like they acknowledged the fact of like, hey, like we don't associate with anything crypto related, which was actually bullish. They got wrecked by the stress and effect. What's up, boys? Thank you. But burdened, you didn't you didn't see that post a few, it was like a couple weeks ago now, right? Yeah, room scape came out and I think they went to the timeline and like put a post out like, hey, we've caught wind of, yeah, let me see if I can find it. I'll just post it. I can read it word for word. Yeah, I think it was like a week ago. I pinned it up here. I'm pretty sure.

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