The Carly P Reilly Show

OPJ NFT Link: https://overpricedjpegs.cc/buy-opj-nft OPENSEA | DROPS Check out the latest drops in OpenSea: https://overpricedjpegs.cc/OpenSea GALXE | MINT LIST Check out all that Galxe has to offer at: https://overpricedjpegs.cc/galxe WEB3SENSE | DEMO Find out more + get a demo today: https://overpricedjpegs.cc/web3sense 🔐 LEDGER | NANO Get on the Ledger Stax waitlist or order your Nano X: https://overpricedjpegs.cc/ledger ✨ SUBSCRIBE TO THE OVERPRICED JPEGS CHANNEL ✨ https://bankless.cc/jpegs ------ 🚀 SUBSCRIBE TO THE OPJ NEWSLETTER: https://jpegs.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/overpricedjpegs ------- Timestamps: 0:00 Intro / Announcements 4:30 Ordinals Are (Still) Where It's At 10:23 Bullish on Bitcoin 11:56 Cool New Project, Ether 14:35 The Big Story: Azuki Elementals 28:56 How Bad Is This for Azuki? 43:15 The Upside to Azuki 45:11 Ray Chan's "Building in Web3" Tweet 51:49 The Bigger Azuki Mission 54:19 What's Next for Azuki? 58:19 The NFT Asian (Apesian) Joins the Show 58:30 The Crypto Tax Status in Japan 1:01:02 How Crypto Friendly Is Japan? 1:03:01 What's Causing the NFT Waves in Japan 1:04:19 Biggest Projects in Japan 1:05:18 Comparing Top Japanese & US Projects 1:06:16 Ordinals in Japan ------ Resources: The NFT Asian's Twitter: https://twitter.com/thenftasian ------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

OPJ NFT Link: https://overpricedjpegs.cc/buy-opj-nft OPENSEA | DROPS Check out the latest drops in OpenSea: https://overpricedjpegs.cc/OpenSea GALXE | MINT LIST Check out all that Galxe has to offer at: https://overpricedjpegs.cc/galxe WEB3SENSE | DEMO Find out more + get a demo today: https://overpricedjpegs.cc/web3sense 🔐 LEDGER | NANO Get on the Ledger Stax waitlist or order your Nano X: https://overpricedjpegs.cc/ledger ✨ SUBSCRIBE TO THE OVERPRICED JPEGS CHANNEL ✨ https://bankless.cc/jpegs ------ 🚀 SUBSCRIBE TO THE OPJ NEWSLETTER: https://jpegs.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/overpricedjpegs ------- Timestamps: 0:00 Intro / Announcements 5:37 The Current PFP/NFT Model 11:10 How Truth Labs is Going Mainstream 17:35 Choosing the Mediums for Truth Labs' Story 26:38 Focus on Short-Form Content 31:45 Can Goblintown Be Replicated? 37:30 Reminiscing on the Goblintown Launch 41:18 Timing the Truth Reveal 43:04 The Right Conditions for Anonymity 46:19 Truth Labs' Runway Into the Future 50:09 Why Launch BiG iNC Now? 53:20 The Down Bad Board Story Continues 54:42 The Truth Labs Creative Process 56:10 What's Next for the Only Up! Partnership 57:28 The Future of the DAO-In-a-Box Platform, Upstream ------ Resources: ajt's Twitter: https://twitter.com/ajt Truth Labs Twitter: https://twitter.com/Truth Upstream Twitter: https://twitter.com/JoinUpstream ------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

OPJ NFT Link: https://overpricedjpegs.cc/buy-opj-nft OPENSEA | DROPS Check out the latest drops in OpenSea: https://overpricedjpegs.cc/OpenSea GALXE | MINT LIST Check out all that Galxe has to offer at: https://overpricedjpegs.cc/galxe WEB3SENSE | DEMO Find out more + get a demo today: https://overpricedjpegs.cc/web3sense 🔐 LEDGER | NANO Get on the Ledger Stax waitlist or order your Nano X: https://overpricedjpegs.cc/ledger ✨ SUBSCRIBE TO THE OVERPRICED JPEGS CHANNEL ✨ https://bankless.cc/jpegs ------ 🚀 SUBSCRIBE TO THE OPJ NEWSLETTER: https://jpegs.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/overpricedjpegs ------- Timestamps: 0:00 Intro / Announcements 4:12 Market Update 7:42 Only Up! and the Future of IP 14:03 Memeland Excitement 20:41 Institutions Are Here 38:03 "EDX Markets" Exchange 43:54 Bored Apes' Bottom? 59:44 Nike .Swoosh x Epic Games ------ Resources: BlackRock ETF: https://twitter.com/joemccann/status/1671178275014729729?s=20 ------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

OPJ NFT Link: https://overpricedjpegs.cc/buy-opj-nft OPENSEA | DROPS Check out the latest drops in OpenSea: https://overpricedjpegs.cc/OpenSea GALXE | MINT LIST Check out all that Galxe has to offer at: https://overpricedjpegs.cc/galxe WEB3SENSE | DEMO Find out more + get a demo today: https://overpricedjpegs.cc/web3sense 🔐 LEDGER | NANO Get on the Ledger Stax waitlist or order your Nano X: https://overpricedjpegs.cc/ledger ✨ SUBSCRIBE TO THE OVERPRICED JPEGS CHANNEL ✨ https://bankless.cc/jpegs ------ 🚀 SUBSCRIBE TO THE OPJ NEWSLETTER: https://jpegs.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/overpricedjpegs ------- LEONIDAS' ORDINALS RECOMMENDATIONS: Rare Sats: @null_ish is an artist who has sifted through $100M+ BTC hunting rare sats to inscribe his art on and is the top artist in the space. Recursion: @OnChainMonkey's upcoming Dimensions collection is the earliest project to use recursion 10K PFPs: @BitcoinFrogs is the highest market cap PFP collection File Size: @TaprootWizards was the first to do a 4 MB inscription and is coming out in the near future File Type: @0xfar has been creating some cool 3D files that are inscribed fully on-chain as well as really good generative art ------- Timestamps: 0:00 Intro / Announcements 9:31 Bitcoin Maxis' Feelings on Ordinals 13:05 Who Is Trading Ordinals? 14:11 Peter Schiff, the Bitcoiner??? 16:33 Numbering the Satoshis 19:13 Building Fungibility With BRC-20 23:29 BRC-20 Activity in Ordinals 24:42 Ordinals Fees 27:37 What Happens When All the Bitcoin Has Been Mined? 29:04 The Concerns About High Fees 30:00 High Art on Bitcoin 33:40 How Recursions Unlocks the Art on Bitcoin 37:33 A Guide to Participation 38:15 Navigating the UX 40:51 Distinguishing the Ordinal and ETH Communities 41:58 Is The Bear Happening With Ordinals? 46:08 Ordinals v. Inscriptions 47:19 How Much of These Projects Are Junk? 49:07 Allowlists in Ordinals 50:32 The Rise of Taproot Wizards 54:30 The Sat Rarity Index 55:44 Our Big Collective Delusion ------ Resources: Leonidas' Twitter: https://twitter.com/LeonidasNFT Magic Eden Marketplace: https://magiceden.io/ Ordinals Browser: https://www.ord.io/ ------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

OPJ NFT Link: https://overpricedjpegs.cc/buy-opj-nft OPENSEA | DROPS Check out the latest drops in OpenSea: https://overpricedjpegs.cc/OpenSea GALXE | MINT LIST Check out all that Galxe has to offer at: https://overpricedjpegs.cc/galxe. WEB3SENSE | DEMO Find out more + get a demo today: https://overpricedjpegs.cc/web3sense 🔐 LEDGER | NANO Get on the Ledger Stax waitlist or order your Nano X: https://overpricedjpegs.cc/ledger ✨ SUBSCRIBE TO THE OVERPRICED JPEGS CHANNEL ✨ https://bankless.cc/jpegs ------ 🚀 SUBSCRIBE TO THE OPJ NEWSLETTER: https://jpegs.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/overpricedjpegs ------- Timestamps: 0:00 Intro / Announcements 4:28 Market Update 6:12 The Promise of Ordinals 10:22 Bitcoin and OnChainMonkeys 19:14 Bored Punks of Society 22:46 Adidas x FEWOCiOUS Partnership 24:12 $MEME Waitlist 26:41 The Hinman Documents 38:40 Crypto's Response to Interest Rate Hike & Bitcoin ETF 44:43 ApeCoin DAO 51:03 Charles Wayn Joins the Show 51:31 The Galxe & Linea zkEVM Partnership 54:19 The Bot Question 55:38 Is There an Airdrop Incentive? 56:46 How to Find the Bots 57:58 The Reward at the End of the Road 59:13 Step-by-Step Community Engagement with Galxe 1:01:42 Comparing International & US Markets ------ Resources: Charles' Twitter: https://twitter.com/charleswayn Galxe Twitter: https://twitter.com/Galxe ------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

OPJ NFT Link: https://overpricedjpegs.cc/buy-opj-nft OPENSEA | DROPS Check out the latest drops in OpenSea: https://overpricedjpegs.cc/OpenSea GALXE | MINT LIST Check out all that Galxe has to offer at: https://overpricedjpegs.cc/galxe WEB3SENSE | DEMO Find out more + get a demo today: https://overpricedjpegs.cc/web3sense 🔐 LEDGER | NANO Get on the Ledger Stax waitlist or order your Nano X: https://overpricedjpegs.cc/ledger ✨ SUBSCRIBE TO THE OVERPRICED JPEGS CHANNEL ✨ https://bankless.cc/jpegs ------ 🚀 SUBSCRIBE TO THE OPJ NEWSLETTER: https://jpegs.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/overpricedjpegs ------- Timestamps: 0:00 Intro / Announcements 4:05 The Current Thesis on Web3 6:01 Measuring the Damage of FTX 8:46 The Current Highs and Lows of Web3 Investing 13:18 How to Read the Future 16:06 Deciding When to Double Down 18:35 Are the Best Use Cases the Best for Investing? 21:03 Short vs. Long-Term Market Fit 23:22 The Intersection of Blockchain and AI 34:09 Getting Specific About Web2.5 42:19 Why Web3 Needs Context 44:08 Navigating the Regulatory Uncertainty 50:36 Does Financialization Spoil Authenticity? 57:58 Thoughts on the Digital Namespace ------ Resources: Avery's Twitter: https://twitter.com/avery_akkineni Mags' Twitter: https://twitter.com/magdalenakala ------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

OPJ NFT Link: https://overpricedjpegs.cc/buy-opj-nft OPENSEA | DROPS Check out the latest drops in OpenSea: https://overpricedjpegs.cc/OpenSea GALXE | MINT LIST Check out all that Galxe has to offer at: https://overpricedjpegs.cc/galxe WEB3SENSE | DEMO Find out more + get a demo today: https://overpricedjpegs.cc/web3sense 🔐 LEDGER | NANO Get on the Ledger Stax waitlist or order your Nano X: https://overpricedjpegs.cc/ledger ✨ SUBSCRIBE TO THE OVERPRICED JPEGS CHANNEL ✨ https://bankless.cc/jpegs ------ 🚀 SUBSCRIBE TO THE OPJ NEWSLETTER: https://jpegs.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/overpricedjpegs ------- Timestamps: 0:00 Intro / Announcements 3:38 Distinctions in Binance and Coinbase Allegations 6:34 Why Now, SEC? 8:59 Why the Suit is Frustrating 12:10 Has Coinbase Been Pushing the Line? 14:42 What Are the Next Steps of the Case? 17:24 When Will We Get an Answer? 17:48 Examining The Howey Test for Crypto 24:20 Reasons to Be Optimistic 25:35 An Argument Against Regulation 28:55 The Right Level of Regulation for Crypto 31:42 Could Ethereum and Bitcoin Be Spared? 33:38 What is the SEC's Agenda? 35:40 The Correct Amalgam of Agencies 36:53 Do Memecoins Pass the Howey Test? 41:52 Quick Reactions to Coinbase/Binance 44:59 Market Update 52:05 The Importance of "Having a System" 52:38 Azuki's Ascent 58:34 Dust Labs Teases de[id] 1:01:27 VeeFriends at Biggest Trading Card Convention 1:05:27 Apple Vision Pro Reactions ------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

OPJ NFT Link: https://overpricedjpegs.cc/buy-opj-nft OPENSEA | DROPS Check out the latest drops in OpenSea: https://overpricedjpegs.cc/OpenSea GALXE | MINT LIST Check out all that Galxe has to offer at: https://overpricedjpegs.cc/galxe WEB3SENSE | DEMO Find out more + get a demo today: https://overpricedjpegs.cc/web3sense 🔐 LEDGER | NANO Get on the Ledger Stax waitlist or order your Nano X: https://overpricedjpegs.cc/ledger ✨ SUBSCRIBE TO THE OVERPRICED JPEGS CHANNEL ✨ https://bankless.cc/jpegs ------ 🚀 SUBSCRIBE TO THE OPJ NEWSLETTER: https://jpegs.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/overpricedjpegs ------- Timestamps: 0:00 Intro / Announcements 5:10 Gala Music Summary 10:35 The Details of Releasing a Track 12:02 Where Do the Funds Come From? 14:35 The Ideal Early Adopters 20:32 What Brought Snoop Dogg and Kings of Leon 23:24 The Numbers Behind Gala Music 27:11 How the System Works for Indie Artists 29:08 Where Gala Music Stands in the Streaming Ecosystem 33:46 What Happens If the Token Crashes? 36:34 Jockeying to Be Top Jockey 38:26 Gala Music's Blockchain 41:16 The Ambition for Users 44:04 Why Gala Music Won't Work ------ Resources: Sarah's Twitter: https://twitter.com/forthebux Gala Music Twitter: https://twitter.com/GoGalaMusic Gala Films Twitter: https://twitter.com/GoGalaFilms ------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

This is a very different kind of episode of OPJ. A couple months ago, I (Carly) became so riveted by a story I read in the Atlantic, that I reached out to the author for a conversation for the podcast. Though he still isn't entirely sure what an NFT is, I'm incredibly grateful to Jonathan Rosen for agreeing to come on OPJ to talk more about an incredibly important and difficult issue. Though it's different from my usual content, I think y'all will really enjoy this episode. Would love to know what you think in the comments. xo carly GET JONATHAN'S BOOK HERE: The Best Minds: A Story of Friendship, Madness, and the Tragedy of Good Intentions https://a.co/d/6X6Tdkz OPJ NFT Link: https://overpricedjpegs.cc/buy-opj-nft ✨ SUBSCRIBE TO THE OVERPRICED JPEGS CHANNEL ✨ https://bankless.cc/jpegs ------ 🚀 SUBSCRIBE TO THE OPJ NEWSLETTER: https://jpegs.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/overpricedjpegs ------- Timestamps: 0:00 Intro / Announcements 5:53 The Beginning: Meeting Michael 8:21 When the Schizophrenia Started 09:48 Michael's Return to New Rochelle 11:40 The Advent of State Asylums 14:39 Taking a Turn For the Worst 18:47 How Michael Continued to Persuade 20:17 The Only Symptom That Mattered 21:46 Surviving Schizophrenia at Yale Law 23:00 The Tragedy of Good Intentions 24:28 Remaining Rational During Delusion 26:46 The Challenge of Destigmatization 28:58 How to Distinguish Mental Health 30:15 The Nuances of Hospitalization 32:17 Mayor Adams' Unhoused Program 34:39 Society's Obsession With Intelligence 36:33 The Beginning to the End 40:45 Could Something Have Been Done? 44:12 The Mercy of Diagnoses 45:07 Carrie's Love 47:52 The Trial / Aftermath 49:37 Where is Michael Today? 50:23 A Call to Reality ------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

OPJ NFT Link: https://overpricedjpegs.cc/buy-opj-nft OPENSEA | DROPS Check out the latest drops in OpenSea: https://overpricedjpegs.cc/OpenSea GALXE | MINT LIST Check out all that Galxe has to offer at: https://overpricedjpegs.cc/galxe WEB3SENSE | DEMO Find out more + get a demo today: https://overpricedjpegs.cc/web3sense ✨ SUBSCRIBE TO THE OVERPRICED JPEGS CHANNEL ✨ https://bankless.cc/jpegs ------ 🚀 SUBSCRIBE TO THE OPJ NEWSLETTER: https://jpegs.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/overpricedjpegs ------- Timestamps: 0:00 Intro / Announcements 3:11 Market Update 6:48 Memeland Update 9:19 Pudgy Release vs. VeeFriends vs. Doodles 17:21 The Importance of Where Your Stuff Is Seen 20:30 Mercedes' First Core Collection 26:41 "What're We Doing In This Space?" News 30:52 Rhett Mankind's New Token 35:37 Pixel Penguins Rug 45:18 Is It Time for a Bull Run? ------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures