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  WEB3SENSE | DEMO Find out more + get a demo today: https://overpricedjpegs.cc/web3sense  🔐 LEDGER | SHOP NOW: 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 2:27 Market Update 13:37 Azuki Mint Follow-Up 21:08 Checking Up On The Captainz 31:18 The Great Blur Debate 57:51 Pudgy Penguins High-End Drop 1:01:10 Blackrock Bitcoin ETF News ------ Resources: ------ 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 5:58 Nouns Movie and the Cost/Benefit of Production 17:46 The Importance of Brand Identity 20:11 Next Steps for Rise of Blus 21:36 Bored Ape #2758's Film Debut 37:53 Roy Price's Tweets 41:39 Traditional v. Future Media 44:45 The Problem of "Too Much Content" 45:53 How NFTs Change Distribution 53:48 The Rot of Financialization 57:04 Distribution Deep Dive: To Be Continued ------ Resources: Jon’s Twitter: https://twitter.com/vanfalk_   ------ 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 4:30 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