It's wild times in the Splinterlands world these days. Between recording the show yesterday and posting today, lands have SOLD OUT!

Next up on the selling out docket is UNTAMED.

As always, you can catch the replays on your favorite podcast network:

Google Podcasts
Spotify
Anchor.fm

Need an account? Sign up at https://splinterlands.com?ref=nealmcspadden

Remember, if you are thinking about burning cards, send them to @dec101 instead for a 1% bonus instead.

Links from the show:

https://splintercards.com/lands.html









https://splintercards.com/tool-sps-airdrop.html



https://splintercards.com/tool-market.html


https://splintercards.com/future.html

Transcript:

Episode 51 2021-06-08

Hey everybody. It is Tuesday, June 8th, 2021. And that means it is time for the monster Maverick show and yes I just sat down right as the time was ticking over to the live stream. Apparently, I had forgotten to go live on air, but I am here. I am streaming. I think everything is good. We've got green bars on ops.

And I'm lining up in the palmate discord. So I think we're all good. And I did remember to hit record. Thank you, crim I hit it a little bit late, but it is working so we are recording. We will be posting this on YouTube and the podcasts and all that stuff. Just re-tweeting the MSP waves tweets.

And if you've never been here before. Well, everybody in the audience has been here before. I know that, but you're listening to the replay and you've never if you're a new listener or a new watcher, this is must remember the monster Maverick show, which is all about the splinter lands world in the audience.

We've got the yabba team at one of our illustrious founders of the splinter lands game. I'm Neil. I run along with my partner Gerber. We run tech one-on-one and deck four oh four. DEC one oh one is the car buying service where you send a card to deck one oh one and you get a hundred, 1% of its DEC burn value straight to your hydrogen wallet, three seconds later.

It's great. If you have a lot of cards that you want to sell quickly and you don't want to sit around on the market for DEC four, four is our account playing service. If you will, a bunch of idle cards that you want to put to work in the game, And you can talk to us and we'll get you set up on delegating cards to one of our accounts.

And then, I put a player into there. Biz wants to know what was the special deal. So as Ron Don says he had to officially recognize the term splint Hershey's. That was the deal. So splinter she's let's see if we go Dick USD, H H E, that gives us our, the Gurbani command of the dark energy, crystal price, Datalink swell.

Ah, Ron beat me to it. So Ron is our producer. He runs all things, MSP waves which are where the show has its live broadcast and then recorded. And then it goes out to YouTube and podcast networks and all that kind of stuff. If you want to show, talk to Ron Don cause they're always looking to add more shows.

There's plenty of space on the calendar. But, whenever we have idle time, it's the juke blocks streaming music streaming service. Ron Don says he's setting up some cool stuff, which is great. But you can watch on waves on them, on data. There are the links. But yeah, oh, you're putting a hold on onboarding. What, this is the kind of thing you should tell your DJs before. Right. Go, go ahead and say stuff like that. But yeah, so it has been an eventful week in these borderlands world. 10 days ago, something like that, we got the SPS announcement that the governance token is going to live on Binance smart chain, which is fantastic.

I think that's. One of the best moves that the team has made just overall in the history of the game, which is now three years old, amazingly enough. The SPS token will be, we'll be living primarily on by the Smartsheet and it'll be used in-game as well on the high blockchain. So it will have some interoperable interoperability, but I think the majority of it will live on BSC.

And that has opened up the world of splitter lands to the wider crypto and gaming. Mainly crypto, I think the world and cause nobody's heard of the hive and the few people who have heard of it, don't like it and there are various historical reasons for that, which don't really matter right now.

But, it's just a very, even though the technology of hive is fantastic. You don't get delegated proof of stake. We've got three-second blocks. We've got texts in blocks. We've got custom Jason being broadcast, you know, it's all these advantages. But in terms of. Crypto market perception. It's very much not in the top tier.

It's just one of those weird things where building a better mousetrap doesn't mean the world is going to be to beat a path to your door. So, bye-bye. Bridging the game itself onto binding the smart chain through the governance token. It basically puts split around on the map in a way that it wasn't before.

That's been all great. And if you tuned in last week, you watched me buy a second region for myself because so what had happened was, so I bought one region during the land presales the promotional pre-sales back in December, I think it was. And. Yeah, that I think that gets a yes.

Like I think that gets an artifact based on hive prices, being volatile along with the price of dark and your crystals, but I bought a region for future discount in the very early presales. I was crowded out of the first round of the pre-sales.

I got my guaranteed spot in the second pre-sale and as compensation for getting crowded out, I also got a legendary totem, which was nice. But since then I had been thinking, it's like, well, do I want another region? the more details we've gotten about how lands are going to work, the more I've realized that one region is not going to have everything with all the permutations of land types and rarities and everything.

It's going to take two or three regions really to have at least one of each thing. I've been kind of teetering back and forth on whether or not to buy a region a second region. That is so what tipped me over the scales though, was the SPS announcement of the expansion of the game into Binance smart chain, and bringing in that whole crowd of potential users and partners and all these things that getting onto an Ethereum type chain allows.

It pushed me over the edge. It gave me a little bit of FOMO, right. I decided last week to go ahead and buy of the region. And it's a good thing I did because if we look at the shop we are down to 10,005 oh seven at this particular moment. If you remember from last week when I was buying my region, that I think took it from $22,000, 21,000, it's been a week since then, you know exactly because I did it during the show last week, and now we're down to 10,507.

Roughly 11,000 plots have been sold in the past seven days, which is a lot, that's even at maximum discounts, Right. That's 15,000 times 11, which is a bunch time 11, so that's $165,000 minimum going into the game from whoever. That's not too shabby.

I'm sure Gabby is pretty happy with that. Splitter lands influencer, maybe. I remember on a video of the test master did one time he referred to me as Neil of splitter lands fame. And I was like, am I saying this? I don't know that's news to me,

but yeah, maybe, maybe I am the splinter lens influencer. I don't know. Yeah, he says he had to rush to make sure the sold-out message was added for when they run out. Yeah. Last week I had said that maybe in 10 to 14 days that things would be sold out. And I thought that was an aggressive target, but it looks like I might be right on.

If you want lands, I mean, the time to get in is now Yeah, but, and agro would have both said that if there are any further land additions in the future, we're talking in the far future, like many, many years. But for now, this is going to be it. And I think it was flowy pointed me over to put, remember to a great site, which has splinter cards now.

I remember when this first launched, I took a look at it. But I haven't really looked since then. And they have added a whole bunch of stuff, which is pretty fantastic. And here's a land page that they have where they talk about we have these blurbs about the expansion philosophy which is nice.

Yes. And but the main thing is that it has all the info that we've gotten so far. Yeah. Has all of the land types, the categories the rarities all listed out. So, it's going to zoom out a little bit here so I can get everything on one screen. That is super helpful actually too new right here.

I've never heard of this user before T Hawks, T H O X as the person who maintains this, but really good job on all of this. In fact, I'm going to send him. Well, he's got these little donation buttons. I'm going to send him 50 hives here. He does hype, Sanger. Both. You got to do key chain integration, my man, but let's just do that manually then send, send, hi, I have two T Hawks 50 split their cards donation. You can't even see this on the stream, but trust me, I am

so, yeah. Paul, I was actually gonna mention that as well. He's got a bunch of tools here, so peak monsters have their tools. You can look up pack values and the monster market has its tools. I think splint X has tools as well. I'm not a hundred percent sure about that, but they have a nice PAC estimated expected value calculator here, which is just pretty great.

Now I have one of these in my own spreadsheets, but this is way easier to go into packs and loot chasse and all this kind of stuff. A lot of good information here. I think this is actually pretty great. And I was looking at the pack calculator. And if you look up here, we've got this nice little toolbar, which tells us that a thousand DEC is at nine 65, so 965 splints, Toshi which Ron agrees with officially now untamed pack EVs two 33.

That's an interesting number because you know, a pack is $2 and if D you see he's trading below the thousands and Toshi level, then you're actually, you can actually buy DEC. You can actually buy a DEC on the market and get it a little bit of extra arbitrage there. So if you go through the calculator here, you do a 500 pack, cause that's going to be The max discount.

You have the cheapest card price, and you can tell if you want to use both potions, no potions, Gil discounts. So misfits have a 2% discount. And I'm going to say free potions cause I have a bunch. So theoretically I could go ahead and buy a thousand untamed packs for or sorry, buy 500 untamed packs for a thousand dollars, but you actually get 575 packs, and do the potions will apply. And the expected value is a profit of $341. That is the flipping thing right there. But that assumes that you're using both potions and those potions are free. Also, notice that the very bottom right-hand.

Okay. The very bottom right-hand value there $380 is legendary gold foils. There's gonna be a lot of variation a lot of variability in the actual results. I should test this on. I was actually thinking about doing that before the show. So, but then I have the potions on multiple accounts and it was too complicated.

I might make a post about that, but This is with free potions. If we have to pay for the potions and we calculate, then the numbers change a little bit, but we're still into profits. So, Evie is positive regardless of whether you get free potions or pay for potions if you don't use potions, then it doesn't work out.

We ended up with a minus-two 73 here, but the fact that we have tools like this you should test it before and after to see if it makes a difference. Yeah, that's a great idea. And just throwing money at the problem. Just one little, one little tweak to this is that cost of 500.

Purchased packs thousand dollars. That's not quite true if DEC is under a thousand so, there's a little bit of extra, extra profit in there from the difference between the par value of DEC and the market value when we're below par. All to the good and when we go over to the shop, we can see that we are halfway through the last.

A hundred thousand eligible for an airdrop. Since ag and yeah, but our both here are our illustrious founders. I want to take this moment to lobby for a final airdrop. When untamed sells out, it should be a special promotional card, even if it has no value, like no game value at all.

Just a little status thing. I mean, I was here. I was part of untamed. Here's my final airdrop. It could be it could even be like a, like a title or something. I don't know. I just think that it would be nice to have now next dice airdrop will be announced soon a bucket card. Yeah.

Let's see, how is dice doing? W we are getting kind of close other 10,000 dice there. Until the next airdrop. Now we do know that the next untamed airdrop should be a life epic monster and the dice are all men monsters. So. You can kick it. Bucket does nothing.

You can kick the bucket. That is true. I'm just saying it'd be a nice thing to have even if it has no gameplay value, just status. Say I was part of the untamed airdrops, in fact, I'll even go one better instead of just having just the same level of a status symbol for everybody, you can have different levels of the useless thing.

And depending on how many airdrops you got. If you were in from the beginning, you got all however many, 15 or 14 airdrops then you get the max level of whatever it is. And pro-rata down the line, if you came into the game later. So I don't know. I just think it would be fun, but yeah, we are due for an untamed airdrop here.

Once we hit the next. 52,000 packs, which was going to come much sooner than a lot of people expect it. I had made that double market saying, are we going to sell out by September or something? And clearly, we're going to blow that away. I would be very surprised if we get out of June with untamed not being sold out.

Especially when we're into this flipping kind of area that we are here. Packs tend to sell really quickly when that happens. And later today, I think I'm going to be buying a thousand or it's buying a 500 pack of Avantium because I was like, so I have personally, I have an untamed max level deck if I were to combine everything, but most of my untamed are outworking.

For me in deck four or four accounts, we're not getting out of June ominous. In my personal game-playing account, I don't have very many untapped. I've got a few I've got, I made sure I had all the opportunity monsters. I made sure I had a couple of special utility monsters that I felt I had to have, but earlier today I was playing a match.

I was like, wow, I really need a shield-bearer in this match, but I only, I don't know. I just had like the level one virtual. So yeah. What have you done? I have all the untamed. I have all the dice Summoners. Oh, I've got a full dissect in my personal account, but there are a lot of untamed cards that I don't have.

Available to me in my personal bank account especially since I joined the misfits a week or so ago they really need it's me and solo miner who are playing the gold foil phrase. And I have virtually no gold foil. Untaped all of my gold foils are alpha and beta.

He can rent me some, I am really looking forward to the new rental system. I'm going to be using that a lot and hope that comes out sooner rather than, rather than later. I know on the last I think it was last show yabba mentioned that he had sent over some stuff to Jarvey for finalized kind of stuff, but It can't come soon enough for the new rented system, but I'm seeing in Matt wind rental exactly when rentals.

SPS VU and a smart chain, and those people finding out about splinter lands. And then we have this whole land expansion, and then we have a functional game. The people who've been coming into this court, I've been amazed at the level of development.

That's what our lens has. I think that really gives credence to. What I call yabba strong words a couple AMS ago, where he said that there are a lot of games out there that are much worse than has been getting a lot of retail attention and investor attention. That is true.

And, and it's noticeable when, when those outside people come in and they say, oh, here's, you can play your game and you can rent your cards and you can. Speculate on DEC and you can buy lands for granted lands expansion is six months away, but still, it's coming. So, it's just a night and day difference between what splitter Owens has and what a lot of other blockchain games have.

He's texting and driving. Don't worry about it. So yeah a couple of things from last week's AMA that I wanted to hit was that there was an estimate of about 200 SPS per million airdrop points. And I wrote, I made a little calculator in Google sheets which I made a post about for doing your calculations.

But I also noticed splinter cards.com. They have an airdrop calculator tool which is it's all the same thing, but I actually don't like this format, but it calculates the same thing. That is a rough guesstimation. Yeah, per day I think is the way that that quote works yes, per day estimate bold, boldface estimate, all disclaimers apply.

But Yeah. Since I got another region, I am looking at about 60 million airdrop points. That'll be a lot of times 200. So that's 12 billion SPS

The most. Okay. So biz it brings up an important, an important point that there's a new team member apparently named waffles, kitty. And she was brought on the AMA last week for a few minutes. And then I had asked her what her favorite card was. And she said the Byzantine kitty, which was just like a dagger to my heart because it's just like, it's so cute.

See, and I mean, the card is great, the, like having the tank heal and the plus two speed and the aim true or the whatever it's called and where you can't miss. Functionality fantastic. But the artwork is just so it's just so out of not matching with everything else and to some degree it's like, okay, you want to appeal to a wider audience.

Maybe having a little bit of this there makes sense. Cause the I would say that the style of splitter meds cards has all been fairly consistent in that sort of. sharp. I don't even know what you'd call it. I want to call it a masculine style, but it's so having that other having the other style, I can see having some benefits.

Oh, ag ag wants to come on here. Okay. I will let him come on here. Oh, he has some alpha league. All right. Let's see. Oops. Welcome Agra. Can you hear me? Or I brought you on air. You are muted on your end though, so let's see if you can get your technology to work

testing one, two, three when you say you have alpha to leak that you get on their worst. Yeah. All right. While he is getting his technical stuff set up there were two other things that came from the AMA that I wanted to share. One is, was this a screenshot? This is going to be the new rental.

You can see in the right-hand side, it's a cell card, red card. There's the integration for the new rental system is. On its way, which is pretty exciting. From what I understand of the, okay, I'm good, Ron, don't worry about it. to get stuff set up or, or not. So, from what I understand, the major advantage of the new rental system is card liquidity.

If I'm a player and I've rented like a steer to the forest, level three Oh, I heard something. Yeah, I'm here. Okay. Finish your sentence. But I got some sweet, sweet, alpha, and I don't know how long I'm going to be able to connect. Okay. You finish your sentence and finish straight.

You're going to say, and then say Aggie and I'll respond. Okay. So a user has, is a reckoning, a level three spirit of the forest. If the odor pulls that for whatever reason, Then another car gets swapped. It automatically user doesn't have to do anything. It doesn't have any interruptions with gameplay.

That is a huge advantage to the rental system were under the old system, which is the current system, every, every different agreement is a different contract interaction. And it's just a lot of, a lot more management. If that is done, For you on the backend, then I think that's going to improve things quite a bit.

Now, Aggie, what do you have for us today? So there's this little thing and it's called a splinter shard and it's been quite popular. I dunno if you've checked sort of the secondary market prices and the expected value and those kinds of things. But things have been going a little bit crazy over the last 10 or so days as we've revealed parts of this.

And I'm here to be able to go share one more little tidbit that might bring some joy into the hearts of splinter fans, the world. Well, please bring us some joy. I'm all for I'm pro joy. Oh, good. Yeah, we all are. I'll bury the lead a little bit, there's going to be some team tokens and there's going to be some tokens for liquidity.

There's going to be some like a crap ton, frankly, for plater urn. That's one of the biggest categories so that the guys that are killing it out there, they're going to get a whole bunch. But the thing, the thing that I'm here to announce the thing that I'm here to share, and the thing that I think so many people are going to want to know is the price.

Per SPS at launch. Yes. That is something that we all want to know the price per SPS at launch. Yes. I, I just think it's such a critical number to examine, to think through, to just ponder, to just build a little suspension and freehand and to break it up, chin up. That's hilarious. And 8 cents each. Were you able to hear that 1.8?

Eight?

Yes. Yes. Okay. So Aggie's typing while in a car or I dunno. No, no, no. I'm going to type in anything. So yeah, that's the I guess it's not a launch, I guess, launch bang who knows what's going to happen in the launch, right? Perhaps yeah. Yeah. But it has this disclaimer, head-on not at launch for the private token sale.

Right. So that's at least giving you some numbers. It's not going to be that at launch mats, right? The likelihood is, is that over time that price will go problem. Well, I can't tell you what it's going to do. I'll get in trouble. If I tell you what it's going to do, who knows what the price will be.

But assuming that there's a fair amount of demand for this thing and may not stay at 1.80 cents each. I love that. So it mats, right? That's not the launch point. That's the private token sale price. People have been wondering. And so who knows, who knows what happens when ICO's or iOS are on any here?

This stuff happens, maybe the price stays the same, but at least that's something. Yeah. That is pretty great stuff. Ag your, your audio is terrible. I'm going to put you back to the audience here. Yeah, that is a pretty great alpha to hear from Agra FA co-founder of splinterlands.

That is pretty amazing. So, I'm expressing, let's do a little bit of math here. If we have an estimate of 200 SPS per month million airdrop points per day what does that look like? Let's do let's see 200 times 1.8 is 300 earth, so that's incense.

$3.60 a day for each million airdrop points re-estimates, all disclaimers apply, blah, blah, blah. Times 365. So that's 1300 bucks worth of airdrop, potentially. So the one thing that sucks run-on is the BSE is not for those of us in the US without privacy and IRS issues.

By that smart chain and binance.com are two different things. Not she, you can be a US person and operate on bottom smart change is fine. Getting funds onto demand and smart chain is an issue, but if you're going through splitter lands, SPS and DEC will be a bridge for you don't, you won't even have to do it or worry about it.

And then, if you want to do direct bridge, without going through the game, there's the little bridge-type mechanics. So, operating on BAC is not a problem, IRS issues as well. That's a whole other thing of how to declare your crypto on your Texas. And you have a saying you won't need to use BSE at all to use SPS in the game and it will be tradable on other platforms as well.

Yeah. That's pretty, pretty exciting. If we're looking at, I mean, if that's a real number 1300 bucks per million SPR per million airdrop points in the first year, then that's a lot. So, what does, what are millionaire drop points? Well, it could be a million collection power if we go back to our SPS airdrop calculator could be million collection power, it could be million dark energy crystals.

It could be let's see, what do we get here? It could be a bunch of land. It could be some untamed packs. It could be having a Praetorian title all of those have at least a private sale value of that. So I think he's at 50 million I'm right around 60 million.

What am I looking at? We've got 61, two, three, one, two, three divided by a million times, 200 times or no, let's just do times. Time 3.6. So that's $216 a day. That's crazy. But that is pretty attractive. And then what do that times? 365. All right. 78 grand. I'll take it.

Oh, man. Obviously, who knows what the price of SPS will do over time, but it's like any other economic good. If there's greater demand if demand pressure is greater than supply pressure, then the price will go up. If supply pressure is greater than demand, pressure price will go down.

Given the things that we've seen, crypto, in general, has been having a rough time, the past couple of weeks. Bitcoin's down again, it's down today there's this whole colonial pipeline thing which is the, it's just a fake of story I've seen in a long, long time.

but the Bitcoin conference is, I don't know if it's still going on or not, but it was going on in Miami. The president of El Salvador is saying that owner equals Neal ability to sell equals false. Yeah. So the president of El Salvador is saying that he's gonna send legislation to his Congress.

Dictating that or not saying that Bitcoin will be recognized as legal tender, won't be subject to capital gains tax or anything. And some people are talking about, it's like, oh, will Bitcoin people moved to El Salvador? It's like, no, that's not, that's not the point.

The point is the remittances. Remittances are when people pull from one place, go to another place, work, and send money home. He'll send money back to their family or whatever. And this is a huge thing in central and south America, they come to the US they go to Europe, they go wherever they've had the better economic opportunity and they're sending money back home.

So, like my in-laws are Ecuadorian, and even though my mother-in-law has been living in the US since she was like seven years old so you don't. I don't know, For 50 plus years now they still send money to their family back in Ecuador and that's a remittance.

If that is the target market for Bitcoin use, now you're talking about people coming in working in the US or anywhere else earning Fiat currency, doing whatever it is they do use that fee out to buy Bitcoin. And then setting that Bitcoin back home. Now, obviously devil's in the details with all these kinds of things, but that would, so that gives the people in El Salvador, a cryptocurrency to use, which they will then.

Do whatever with, they'll spend it into the local economy and now you have El Salvador is dollarized. They use the US dollar as their local currency. And just like in the EU, when you have a currency that you have no control over you are subject to the whims of the monetary bodies.

They do control the currency. They are subject to the federal reserve essentially. And if they inflate 50% of the money supply, like they've done over the past 18 months, then that's just what happens to them. And they don't have any control over it. If they start to transition a bit and they start using Bitcoin in their local economy now still the same rule.

They're still subject to the monetary. P authority of Bitcoin, but we all know what that is, right. That's just the mining reward blocks you know, 6.2, five Bitcoin added to the system, every block, roughly every 10 minutes. And that's a very, it's really bringing code is law into.

Their monetary system. That could be huge for them. And other countries are already making noises about following suit. There's been headlines out of Panama and Brazil just over the past day saying that they're looking at the same kind of thing. Brazil is obviously a much bigger market than both of those other ones.

So, that is huge, but yeah, at the same time we've had this colonial pipeline hack, quote-unquote hack, a ransomware story. The current version of the story is that so colonial pipeline, which are the operators of the gasoline fuel pipeline that goes from, I think it goes from Houston, through the Southern Southeastern coast of the US and up into Virginia ish.

The colonial pipeline feeds my market in Atlanta and it got shut down because their systems were ransomwared. They had the last version that I saw was that they had like eight or 10 people sharing one account with one simple plain text password, and that account got compromised and the hackers put on ransomware and say, pay us whatever it was.

Things like $90 million in Bitcoin. And then we'll let you operate your pipeline again. So, they pay some amount, right? And the FBI comes out, I guess it was yesterday or her overnight saying that, oh, we have recovered A bunch of Bitcoin from this from this hack and people are digging into this a little bit.

It's like, well, how did you recover that? Right? And it's like, oh, well, we had the keys. Like, what do you mean? You had the keys? So people do a little bit more digging and it turns out the, I'll put it in quotes. Hackers sent the ransomed Bitcoin to Coinbase for sale, which is just. Absolutely insane.

I've run says I'm a conspiracy theorist, maybe so, because this story does not hold water whatsoever. To me, if you're a ransoming giant company with national security implications for Bitcoin, you wouldn't sell it on Coinbase.

That just makes no sense whatsoever. Because if you're smart enough to do the one thing, you're smart enough not to do the other thing. I actually don't know the truth of what happened in into that, but now that we have an amount and a target address, I think the internet sleuth we'll be able to backtrack those coins and see where the Bitcoin came from, that they paid the ransom as with, I would not be surprised to find out that that Bitcoin came from some government agencies, that's just what I'm saying. But the photo strong fear, uncertainty, and doubt Ron did it. Why does he keep getting away with this?

It's the price has been negatively affected. We can see what the last couple of days. We opened yesterday at 35,800 and we hit a low, today of 3,113. It's bounced back quite a bit back up to 33,000, put in a weak trend this has spooked some people and it's kind of amazing to watch this play out in real-time.

But contrast all that. Bitcoin's been having a rough time past few days. All, all of crypto, the entire crypto market has followed suit along with it. But what hasn't followed suit is splinter lands prices, because if we go over to, you know monster market has a really good tool I'm sure splinter cards does too.

Let's see the list price analysis. Oh yeah, I did see, I was checking out this tool earlier. If we look at the one week change, basically and this, you can use this tool to filter, by splinter, by addition, by rarity level, regular gold. I mean, it's a pretty, pretty nice pretty nice tool actually.

You can see that most of these. Are positive, a couple of cards I'm down in price Drake of our next soul storm Camaro princesses, basically even fire elemental. But, a lot of them, I would say the majority are positive and some of them are strongly positive.

Like her slimeball up 27% and last week sniping normal of 25% Elvin defender up 34% work sergeants, not doing well down 21%. The car accident, not mine, much rain. Okay. So prices are doing pretty well. And I like to do my own market check on my account each week.

Cause this is actually the only time I look at it. Let's see what we're at. I should probably start keeping track of this week to week. I do include this as part of my monthly snapshot. But yeah, 235, two 48. Which is quite a bit I'm pretty happy with that to say the least.

It was interesting during, as we had this bull market that we've gone through in crypto or the last five, six months. The percentage of my crypto portfolio that was split reds was decreasing because not because the total value was increasing, but the rest of my crypto was increasing faster and now the reverse is happening.

The total percentage of my crypto portfolio that is split or lands is growing once again. And before I was actually kind of worried about that, but now with the SPS announcement and the bridging combine and Smartsheet, I'm a lot less concerned about that. I'm pleased all around.

It's be having plenty of exposure to splinter lands. It's all good, basically that will teach me to own things other than splitter lands. Yeah, it's true. I do have my whale rules though. If you've never heard this before, my whale rules are that whatever you're doing in crypto power of some hive, I just spent all my eyes that 50 hive that I sent to T Hawks is all of it.

The good rules are that. Whatever you're doing in crypto is an extremely volatile asset or asset class. So, I mean, we're talking about assets that go TEDx frequently. Sometimes you go hundred my room, even though it's down 50% over the past week, it's up a hundred X for me because I bought in at 11 cents a year.

Has it been a year? Yeah, it was summer last year, I think. It's when you have these giant moves, you have to consider it's like, well, is it worth diversifying and having a little bit spread out amongst a lot of things. And I would say no because not everything's going to go 10 X so if you have a dollar in 10 things and one of them goes TEDx, Well, now you have $19, but if you put that $10 into one thing you, and that goes TEDx, you have a hundred dollars.

The key to the whole thing is finding things that you have a strong belief will do well. And then, placing your bets on those things and then waiting which is the huddle mentality, I guess. With my wheel rules, I am heavy. Invested or heavily speculating on just a few things.

One is splinter lands. That's actually, now my largest single position I got Cub, one of the yield farming projects from legal finance. I've got some Bitcoin, I've got some room and I think that's it. I've got a smattering of other things from before I started implementing my wheel rules.

Rigorously, like I've got a little bit of bat. That is it. And by picking projects that had legs that will do well over time. Those good rules sound suspiciously like Warren Buffet's rules. That is true. It's a crypto modification of, for Warren buffet, Warren Buffet's rules.

His rules, his famous rules are that rule. Number one is don't lose money. Rule. Number two refers back to rule number one, but he has another rule that says, don't diversify, put all your eggs in one basket, and then watch that basket very closely. That is the buffet well rules, and this is very, very similar.

And I mean, he follows, he does follow that. If you look at the Berkshire house the way the investor disclosure letters that everything they've got for a company that is the size of works Hathaway. They have very few positions and maybe 30 or something.

And even within that it's parade are distributed, you know, it's 80, 20, you know, there's like Coca-Cola I think they recently divested most of their Wells Fargo. But there's just like a handful of companies that they have a lot of money in and their favorite time horizon is forever.

Let's just sit on dividends. Similarly, you can do the same kind of thing with spinner lands. And as game functionality is added. Yeah, with lens expansion and the governance tokens, and who knows what else comes out of the governance tokens, because that's really opening it up to the player base to kind of do whatever the players want, you know?

It's a project that is paying dividends in many different ways. I'm pretty excited to get what was the number. $200 bag at least at a private sale price valuations for SPS. And we'll see how those actually how was actually ended up trading on the market my guess.

And this is pure speculation on my part and not financial advice. My guess is that if SPS opens in that one or 2 cent range then it'll rise quickly and solo saying POS Corrine's to improve the state coins are a lot like dividend-producing assets as well.

That is true. And that was my original entrance into steam. In fact, my first post on steam was how a financial guy I forgot the title, how a financial guy invested in, or something like that. It's And basically it was like having a portfolio and then using steam to generate income, to go back into the portfolio and reinvest that ended up not being the model I'm with now, but it was a good start.

The problem was is that the market price of steam and then, and the hive has not held up at the time. we're going through the whole bear cycle from 2017 to 2020. Steam and hive. However, you want to count it dropped by 95% and no amount of 30% internal growth will counteract that total evaluation drop.

That was a flaw in that whole plan is that you have to also pick assets that. Do well. And yeah, it was bringing up a good point that's just the airdrop there's also SPS from play to earn and staking yeah. The plate earned it's going to be pretty interesting.

I imagine that people who are in champion will be sticking on themselves people in diamond maybe, but the lower. The lower league players will probably be staking on those top-level players. And that'll depend a bit on exactly what the ratios are, how much those diminishing returns are and how much those diminishing returns force the stake of SPS to be spread out over the players.

But yeah, it's going to be pretty interesting to see how all that. Shakes out. There will be some popularity element to it. Like if Yassic goes, goes into discord, it says, Hey, people, I need so-and-so SPS staked on me to play that. He's probably gonna get it.

One of the top players in the game consistently does really well in the season rankings. But there's also the more rigorous financially minded people plenty of large portfolio owners in spinner lands are very numbers-oriented and they'll look at the distributions of things and place their SPS accordingly.

But yeah, I mean, if you look at the chart from that I posted earlier, where did it go scrolling up, scrolling up. Yeah. The staking and play to earn are going to be. A good chunk. Let's see, staking LP, Oracle wards, 900 million over 65 months. And it's a bit non-linear with the initial ramp-up and then the slope curving down a bit.

I'm trying to stir the pot a little bit. How do you address the rumors? That's put on lenses, discriminatory, like guess birthing people. Oh, man.

I don't know what that means. That's probably the best answer. Yeah. Even though you might be a bigot for not knowing what it means at least, or not actively insulting people. Right. But it all works. So, I'm pretty bullish on the whole thing. I mean that's the summary.

I know I am looking forward to SBS w oh, actually another great feature of the splinter cards is the roadmap. let me at this page which is actually pretty great. I can't believe I haven't seen this person around in discord, but if anybody knows T Hawks, then tell them they did a great job.

And just since flowers in the audience, TBD boss fights thought it has been wanting boss fights for like two years now. But yeah, so, we're in Q2 security review and updates that's already been done, so it should be more complete. new car delegation and rental system, Pretoria map release, land claims, redemption.

That's going to be super exciting. And then Q3, July, we get the SPS airdrop beginning and all of that. That whole system starting to be implemented. I am excited for the next six months. And I'm still calling for lands to be Christmas. I know they've been saying Q4, Q4, Q4, but it's going to be the end of Q4 basically.

That's my it's on the map. Yeah, it's on the map, but TBD needs and has no that's no a calendar associated with it. But that's a step split dermis. Yes, absolutely. So yeah, that's kinda where we are, it's it. And we're looking to sell out of lands here in the next week-ish. Now, while we've been on the show and other of the tract has been sold, 10,000, 401 plots left, it's if you want to have some plots and you don't have any yet say your time is running out. But one thing I wanted to do, which I guess we didn't have time for was looking at all the different land types and it's gonna take a lot to have at least one of everything.

Okay. Yeah. So Paul Paul is saying different phases for the land, you would think yes, that is will absolutely be the case, but as far as initial functionality, I'm saying Christmas we can do something and then you'll be able to do more things over time with the staking of the monsters and seminars and building more, more buildings and getting those resources and then the crafting and all that kind of stuff.

But if you just look at this look at the land types and the categories and the rarities then it's a lot. What if alpha is tokenized? Is it still airdropped? That's a good question. I would assume. Yes, but I don't know. So, we've got, what is it?

14 land types. One, two, three, four, five, six, seven, eight, nine, 10, 11, 12, 13, 14. Yes. 14 land types for your four different categories within those categories. We've got different types of natural, the different magical amounts, the essences, each essence is going to, there's going to be six of those so that you don't want to reach splitter.

And then we've got the four different rarity levels. I mean, if you do the permutations out there, it's a lot to have at least one of everything and I want to have every, whatever, everything. That's why I now have two regions. And then I have the 38 random plots that I got from liquidity provision rewards.

And my personal plan is I'm going to see, I'm going to reveal those figure out what they are and then maybe keep them maybe not depending on what I have available in the regions. And the last thing was we got an updated region screenshot. Last AMA, which I'm pretty excited about.

You could see the hex is the whole region and then we have the different tracks and then you can see the like the orangy reddish stuff as the castles and the keeps so pretty cool stuff. Things are moving along and I can't wait until we get some SPS. That'll be the next big thing.

Thanks, everybody for coming by. I know this hour just kind of blows by sometimes and We'll see you again next week, basically.