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 ✨ 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 3:25 Is Tom Still a Degen? 6:01 How Money Stifles Emergence 8:44 A Response to "You Can't Share Web3 Memes!" 10:50 Is It Possible to Be TOO Early? 12:40 The Hardest Part of Starting a Business 14:44 Why Storytelling Is Even More Imporant Now 17:29 Where Is Project Kyzen Now? 21:24 The Pros and Cons of AI 22:51 Tom's AI Diet 25:01 The Three Future Possibilities of AI 27:03 Can We Regulate AI? 31:23 What Is Borderless Entertainment? 33:21 The Advantages and Disadvantages of Big Studios 39:16 The (Near) Future of AR 41:25 AR vs. AI in Web3 46:50 Impact Theory's Business Model 50:31 Outro ------ Resources: Tom's Twitter: https://twitter.com/TomBilyeu Impact Theory: https://twitter.com/impact_theory Project Kyzen: https://twitter.com/Projectkyzen ------ 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 4:50 Market Update 10:47 Sotheby's First NFT Sale 13:00 Squiggles & Glyphs vs. Ringers & Fidenzas 19:47 Distinguishing Generative Art 22:18 0n1Force Comeback 25:00 A Moment for Opepens 26:09 Meme Card Collection Scammer 28:44 Pudgy Penguins' Trojan Horse 35:54 Mercedes-Benz NFT 41:22 Benny Giang Interview 42:37 Benny's Background 43:23 What Is ERC-6551? 45:54 Accessing NFTception 49:34 What Purpose Does It Really Serve? 51:44 Countering Blur 53:54 Populating the World with NPCs (Networked Playable Characters) 56:50 The Equalization of 6551 59:59 How to Apply AI to NFTs 1:01:51 Three Use Cases for 6551 1:05:15 How 6551 Interacts with 4337 1:10:34 Outro ------ Resources: Benny's Twitter: https://twitter.com/BennyGiang Use Any NFT as a Wallet: https://tokenbound.org/ ------ 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 4:19 The Show Begins 6:03 Vibes Check with Kevin and Frank 9:33 What Will Drive the Next Wave? 12:49 Frank's Take on Blend 15:33 Will PROOF Be on Blend? 16:13 The Three-Legged Stool of Blur 20:26 Is Sustainability Important? 22:00 Can NFTs Go Mainstream? 25:14 Why Frank Hasn't Gone CC0 26:42 How Web3 Morphs Into Web2 28:48 The Irony of Sustainability 29:56 The New VC Model 33:40 What's Coming for $DUST? 36:27 PROOF and Spotify 39:02 The Current Hostility in the Community 41:17 Storytelling in PROOF and DeGods 46:34 Breaking Out of the Echo Chamber with AI 54:38 Audience Questions 55:24 Seeing Holders as Affiliates 56:21 What Will Happen to Physical Collectibles? 1:04:03 How Creator/Operators Scouting Talent 1:07:31 Outro ------ Resources: Frank's Twitter: https://twitter.com/frankdegods Kevin's Twitter: https://twitter.com/kevinrose ------ 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 11:26 Bright Spots in NFTs 13:22 Market Update 16:11 How Captainz is Breaking Trends 22:05 Blur Adds MAYC to Blend 23:27 Yuga Drops HV-MTL Art 24:13 What is Yuga's Gaming Throughline? 28:03 Nike's Our Force 1's Presale 31:31 Speculating on Apple Glasses 35:13 The (Medium) Story: Ben.eth 43:57 PSYOP Launch Raises $6.9M 51:07 EIP-6551 & EIP-4337 57:00 Gavin's Pal, Twitter's New CEO 1:02:12 Ian Rogers Joins the Show 1:02:29 Ledger's "Recover" Update 1:06:24 How the Service Works 1:10:46 How Does the UX Work? 1:18:42 Are There More Attack Vectors Now? 1:20:47 Will This Always Be Opt-In Only? 1:22:48 The KYC Element 1:25:03 A Response to the Backlash 1:29:35 Shifting the Perception with Facts ------ Resources: Project Kyzen Launch Party: https://www.eventbrite.com/e/project-kyzen-launch-party-tickets-619028399607 Ian's Twitter: https://twitter.com/iancr. Ledger Recover Site: https://www.ledger.com/recover Ledger Recover FAQs: https://support.ledger.com/hc/en-us/articles/9579368109597-Ledger-Recover-FAQs?docs=true Ledger Recover Take From Cryptographer: https://twitter.com/iancr/status/1659164397170835459?s=20 Charles Guillemet Twitter: https://twitter.com/P3b7_/status/1659187049331654658?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 ✨ 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 7:00 Pudgy Penguins Raises $9 Million 13:07 Marvel Founding Chairman Launches Ekos Genesis 19:10 If I Had Whose Ear: David Maisel 21:00 Where'd the $45 Million Go? 23:12 Cryptoys Partners with Disney for Star Wars Drop 29:33 The Big Story: Production 34:05 Blockchain-Enhanced BTS 37:14 Building Buy-In Before Release 39:24 Creating Operating Theater for Entertainment 41:35 Will Hollywood Ever Invite Web3 to the Party? 43:39 Exciting Lollipop Announcements 44:20 Blockchain in the B2B Layer 48:16 The Cost/Benefit for Blockchain in Hollywood 51:07 Does Hollywood Need Decentralization? 52:53 Looking 20 Years Ahead 54:00 Why Layer 2/3 Makes Sense 55:27 How Hollywood Could Build Intrigue With Mints 57:50 Jon's Take on the Writers' Strike 1:00:57 An Unsure Future for Creatives 1:02:11 The Niche-ification of Things 1:04:49 Outro ------ Resources: Jon's Twitter: https://twitter.com/VanFalk_ Lollipop Twitter: https://twitter.com/lollipop_racing Lollipop Site: https://www.lollipop.racing/ ------ 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 4:22 The Boring World of NFTs 8:30 Projects Getting Pumped by Blend 13:34 Opportunities to Buy Right Now 17:56 The Changing Nature of "Cool" 20:24 Elon Pumps Miladys 24:34 The Power of Troll Culture 25:53 Miladys' Origin and Shock Tactics 34:20 How FameLadySquad Was Different 36:28 Meme Coins Still Going Strong 40:30 That Time Dave Portnoy Bought SafeMoon 42:12 Why We're in PvP Mode Now 44:33 How to Know When You're Overextended 46:20 TradFi vs. DeFi: Same Version of Different Things 48:35 $PEPE on Coinbase? 50:38 Big Representation In a Small Space 51:24 The Light, Bright, and Airy World of Pudgy Penguins 53:07 Valuation Mania 54:30 Pudgy Pumps on the News 55:26 In Luca We Trust 57:52 Why Signing Made Sense for Pudgy 58:27 The Unique Exit Options of NFTs 1:00:19 Coinbase / $PEPE Update 1:02:21 Shira Lazar Joins the Show! 1:02:42 Carly's JOMO 1:07:25 The Mission of Peace Inside Live 1:12:29 The JOMO Effect Perks 1:13:19 Five Initiatives From Five Charities 1:16:01 How to Support 1:16:17 Outro ------ Resources: Shira's Twitter: https://twitter.com/shiralazar Mint Link for the JOMO Effect: https://magiceden.io/launchpad/polygon/jomo_effect Pledge Link for JOMO Once Mint Closes: https://www.pledge.to/the-jomo-effect About the JOMO Effect: https://www.peaceinside.live/jomo ------ 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 5:09 Web3Sense's Notre Dame Roots 8:14 How Jim Got Involved 9:15 The Central Thesis of Blockchain 10:29 Notre Dame's Blueprint for Collaboration 12:59 The Web3Sense Team 15:07 How to Measure Community Loyalty 18:37 The Most Loyal NFT Community 19:49 Runner Ups to Most Loyal Communities 24:47 Total Community Value (TCV) 26:54 Why Yuga is the King 31:34 Twitter's Influence in the NFT Ecosystem 34:42 Being Influential, Not Just Loud 38:46 Network Patterns Demonstration w/Jim 53:32 Putting the Data to Use for Clients 58:27 Why Insights Will Always Be Important 1:05:00 How to Work with Web3Sense 1:08:42 Outro ------ Resources: Jim's Twitter: https://twitter.com/Web3JimmyB Web3Sense Twitter: https://twitter.com/Web3Sense Web3Sense Site: https://www.web3sense.ai/ ------ 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 / Sponsors 5:05 Daniel Alegre Conversation Begins 5:44 Selling Mike Seavers on Web3 8:39 Daniel's Path to Web3 12:21 How Does Yuga Match Roblox's Monthly Active Users? 17:12 The Best Analogy for Otherside 21:14 The Monetization Model for Yuga 25:53 Why Did Dookey Dash Work? 27:50 The Three Types of Dookey Dash Players 30:02 Yuga's Engagement with Risk 31:44 ​​Daniel's Message to Regulators 33:24 ​​Balancing the Needs of Different IP 35:14 The Expanded Yuga Universe 36:44 Top Three Priorities for Daniel 38:37 Maintaining Value for Holders While Scaling 39:17 How Yuga Ships With Hype 40:56 What is a Koda? ------ Resources: Daniel's Twitter: https://twitter.com/dalegre Yuga Labs Twitter: https://twitter.com/yugalabs ------ 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 5:45 Sports Illustrated Partners with ConSensys 9:55 The Ongoing Merge of Sports and NFTs 14:14 Blur + Lending = Blend 31:31 Blend's "Buy Now, Pay Later" 33:57 Is Blur to Blame? 38:04 Rhett Mankind Explains WTF Happened 38:48 How Rhett Got Started in NFTs 41:43 An Artist's AI Experiments 46:37 How ChatGPT Created a Smart Contract 52:13 Paying it Forward by Building in Public 53:42 Curiosity: The Secret of Life 54:46 The $TURBO Timeline 59:50 The PvP Dynamics of Shitcoins 1:03:08 The Anti-Message of Turbo Toad Token 1:08:05 Digesting the Rhett Mankind Conversation 1:14:29 Quick Hits w/Carly 1:14:39 Truth Labs Behind Big Inc. 1:16:00 Doodles 2 Live w/Pharrell Tie-In 1:17:22 PROOF's Diamond Exhibition 1:20:49 Outro ------ Resources: Rhett's Twitter: https://twitter.com/rhett Turbo Toad Token Twitter: https://twitter.com/TurboToadToken Rhett's Meme Coin Explainer Video: https://www.youtube.com/watch?v=RI_dWnaUuw4 ------ 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 6:22 Current Market Sentiment 9:19 Weighing the Risk/Reward at the Bottom 11:25 Finding the Real Real Bottom 13:08 How Seedphrase is Buying at the Bottom 15:01 The Practice of Market Prediction 17:54 Debating the "Fundamentals" of NFTs 23:52 Punks v. Apes 26:21 The "No-Brainer" Investments 30:29 How Gaming for Money Becomes "Work" 34:32 The Economic Loop for Wolf Game 38:11 Getting Ahead in GameFi 40:59 What Does Wolf Game's Future Look Like? 43:42 Is It Too Late to Start Wolf Game Now? 45:48 How to Weigh Fundamentals Before Investing 49:36 Who Will Survive the Bear? 52:21 When Does the Bull Market Come Back? 54:55 Building the Seedphrase Brand 58:31 What is Seedphrase? 1:01:08 Outro ------ Resources: Seedphrase's Twitter: https://twitter.com/seedphrase Seedphrase's Site: https://www.seedphrase.com/ ------ 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