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@thebadgersarse

Katılım Temmuz 2025
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JS
JS@thebadgersarse·
@RaoulGMI Will be there!
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Raoul Pal
Raoul Pal@RaoulGMI·
it's that time of the month... LIVE from the Crypto Gathering in Miami!! See you soon gang
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JS@thebadgersarse·
@RaoulGMI Looking forward to it!
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Raoul Pal
Raoul Pal@RaoulGMI·
See you in Miami, Philistines!!
Real Vision@RealVision

🏖️ @RaoulGMI is doing a LIVE Drinks with Raoul in Miami January 22 at 5:30 PM EST Want to understand what's coming this year for your portfolio? Be in the room! (tickets below)

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OSF
OSF@osf_rekt·
it's been a tough run for alts but we have been working harder than ever in the last couple of months for $REKT what we have going on since august: 1. strategic partnership with @GSQHoldings resulting in $REKT being acquired for their balance sheet + potential for future purchases 2. jersey sponsor for @FaZeEsports (audience of ~300m) 3. zero-sugar energy products coming by end of this year/beginning of next year 4. FaZe eSports collab product (their last collab was the highest-selling product in energy category across all 7Eleven stores in the US) 5. launch of @rektdrinks across hundreds of stores in multiple states in the US (still on track by year end) 6. distribution agreements in the US (details tba) 7. upcoming merch drop in collaboration with ---- (Nov/Dec...yes merch is almost here) 8. upcoming drinks drop with our biggest web3 collaboration to date we are going to end the year with revenues from drink sales up approximately 400%, and this is BEFORE we have spent anything on traditional distribution/marketing etc...it's all just been d2c from rekt dot com. from my perspective, there is a significant amount of progress + fundamental drivers to shape our success for coming months and years. as we all know crypto is volatile, and we went into this knowing that we need to be prepared for gud prices and bad prices, but it doesn't change the vision and if anything it makes us work harder. a large proportion of $REKT holders believe in the ultimate goal of making Rekt a global brand and i have zero doubt the most loyal members of our community will continue to stand by us. this reminds me a lot of april 2025, when we dropped to a $13M mkt cap as the rest of crypto nuked...there were days where we did less than $10k of volume. "giving up" was never on my mind because i knew we just had so much stuff coming and i had zero doubt in my mind that was going to be a great entry point for many people. it's not the first time we've "come back from the dead", and it certainly won't be the last - we have a reputation for that. i can never promise anyone specific price action or returns, but i can promise u that we will constantly work our arses off until Rekt fulfils its potential, and imo we are NOWHERE near the end goal, so plenty more to come. there are plenty of opportunities out there in crypto to make a quick buck, but this is for those who want to be part of a movement and to prove a point, a point that i am completely set on proving and won't stop until we do so. sometimes it's just right in front of you. $REKT
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OSF
OSF@osf_rekt·
inflation lower than expected across the board we are on the precipice of rate cuts after rate cuts after rate cuts extremely stupid to be bearish here.
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JS
JS@thebadgersarse·
@MattWalshBlog you have not considered the ‘unintended consequences’ of AI. These will create roles - similar to when email or the internet was created, people never imagined phishing etc. I also think you will always need a ‘human in the loop’ to make sure AI doesn’t hallucinate.
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Matt Walsh
Matt Walsh@MattWalshBlog·
People say that we shouldn’t worry about AI wiping out jobs. The jobs will just change, they say. But the whole point of AI is that it removes the human component entirely. The jobs aren’t going to change. They’ll just disappear. AI will make like 10 people into trillionaires. Almost everyone else will be screwed. Mass unemployment. Millions of workers rendered irrelevant all at once. That’s what’s going to happen. Not maybe. Not might. It’s going to happen. And it doesn’t seem like we’re doing anything at all to prepare for it.
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OSF
OSF@osf_rekt·
something I do every week since I last fought is spar I usually spar with guy who’s like 26 in his prime and 9 inches taller than me or my boxing coach who’s a former European champion I am 4ft 11 so I always get destroyed But personally I feel like being on the receiving end of physical pain makes everything else I do feel like way easier Like let’s say I’m having a hard week And then I get punched in the jaw and fall over I’m like wow that’s way worse Then I get back to my desk and feel like I have infinite energy and can do anything Would highly recommend $REKT
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JS@thebadgersarse·
@osf_rekt Crazy news…
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OSF
OSF@osf_rekt·
this time last year we hadn't even sold our first @rektdrinks since then, we have: 1. sold ~800k drinks across 6 different skews, and on course to sell 1M drinks within the first 12 months 2. launched collaboration drinks with @AbstractChain, @opensea, @BinanceUS, @JupiterExchange and @base 3. launched $REKT, starting at a $20M FDV and airdropped to our community, now at $330M FDV 4. created the term "brand coin" and launched a litepaper detailing the brand coin and $REKT theses 5. launched drinks across 7/11 stores in LA which sold out within just a few hours 6. gifted our community equity in the parent company, @RektBrands we have gone from a random memetic nft project which was a free mint and zero roadmap to everything @RektBrands, @rektdrinks and @RektCoin are today although i have always been confident in our ability to execute, this time 12 months ago everything felt extremely experimental and sometimes u just don't know if other people will see and buy into the same vision u have. as we approach the 1M drinks mark, imo it's important for us to acknowledge that we are breaking out of the grassroots/underdog phase into the "can we sit at the big boy table" phase and i know in my ballz we got the pipeline and roadmap to do it. as you know, we generally keep "what we have coming" close to our chest and it is probably always going to be that way because that is how we and i like to operate and i'm a big fan of the "if it ain't broke don't fix it" mentality. the big opportunity for us here is to break out of the cryptosphere into the wider world, and show that a crypto-native company can actually form a foundation for a real business with real revenues and real IP that is valued by real people - by that i mean, i need to convince the guy who's 60 years old who's been in the beverage industry for his entire life that Rekt is valuable. ultimately, in trad drinks industry standards, we have achieved a crazy amount of sales in a very short space of time, and this has only been possible with crypto, and we're not a one-hit wonder, because we keep doing it over and over again, with faster sellouts each time, and even sellouts without crypto rewards. earlier this week someone asked me what our "velocity" is. this is an accounting term which measures how quickly your products sell. velocity = sales / (number of stores * time it was sold in) it's measured in "units per store per week" (UPSPW), and that number is typically 6-10 on average, or 20-40+ for top brands (Red Bull, Monster, Coke, Gatorade etc). for us, it's a bit of a weird calculation, because of course we have limited edition drops that sell out in minutes...nonetheless...technically speaking we can still calculate it number of drinks sold = 782,436 number of stores = 1 (our website) time sold = technically this is just 72 hours of sales, but let's round up to 1 week for banter Rekt UPSPW = 782,436 / (1*1) = 782,436 so our UPSPW is 19,561x higher than the high end of the range for top brands ok, so obviously i am self aware that it's a poor metric for us given the nature of our sales, however, that also doesn't mean it ranks at 0 in terms of relevancy. the point i'm trying to make here is, many of us perceive this to have been a successful year, purely on D2C sales...which is great coz we keep all the gross profit margin, but realistically we are not going to make a dent on market share. but now imagine that we do get distribution across thousands of stores, let's say it happens globally...what changes then? top line revenue multiplies significantly and we hope to gain some market share. and that's when stuff starts to get really fkn interesting...and the best thing about it is we are literally PRE that stage rn...we are sort of just getting close to graduating from phase 1. there are many steps and factors we need to take to get into phase 2, and as i hope you can gather from this post, we are working on it...very hard...and i honestly have no doubt in my mind it's going to happen...it's actually more a case of ensuring we go with the right suitors. you see where the cookie crumbles here, is that we are in a very high growth market...something like 7.5% CAGR for soft drinks in the US, and 8.5% CAGR for functional drinks. the entire world is realising that crypto is going to play an integral role in business and economy, and the US has made significant strides to stake its claim as a crypto forward nation - there are zero other examples of CPG companies at our scale that are crypto-native; if we expand that category to "real world goods" of course you simply cannot ignore pudgy penguins/$PENGU but there really isn't a lot of competition, and that will change over time, but there is always an early mover advantage and we are actively capitalising on it. top down, i think crypto is too big to ignore, and we are going to make Rekt too big to ignore, not just in crypto but in the beverage industry, and believe it or not i honestly think we haven't even got to the "exciting stage" yet. just felt like writing a random collection of thoughts this morning because i feel like im working on the most exciting thing i ever have atm, but of course, not everyone is privy to the messages, phone calls, conversations, unannounced partnerships, unpublicised roadmap we have etc, so this is just a cheeky kick up the arse for you. cheers
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beeple
beeple@beeple·
INSTITUTIONALIZED
beeple tweet media
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JS@thebadgersarse·
@beeple $REKT
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Kraken
Kraken@krakenfx·
What's the next big narrative in crypto?
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JS@thebadgersarse·
@NorrieHarman Thanks mate! Very proud to have it!
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