The Big O Show ft X Project | Family-friendly Crypto News Chat & Shill

The Spaces opens with host Donnie’s family-friendly banter and quick housekeeping before shifting into a market pulse and community project updates. Donnie reports BTC around 84.6k, ETH near 2.7k, SOL ~117, with macro uncertainty, ETF flow sensitivity, and stablecoin regulation setting the tone; attention rotates to utility-led gaming tokens (AXS, IMX, SAND, GALA, GAME). He explains token vesting mechanics and presents a live CoinMarketCap snapshot (total cap ~2.88T, Fear & Greed at 38, dominance and gas notes, mixed short-term performance). In the Hog Wild segment, Cross outlines the X ecosystem’s roadmap: a fresh native token replacing branding confusion, buybacks to support a strong floor, audited third-party staking, invite-only private sale, and a 1:1 airdrop for EXRS holders. Marketing will be ROI-first, leveraging effective channels and an ambassador after traction; XCEO is positioned for future upside given Elon interactions, while Coco will relaunch via a surprise snapshot—current guidance is to sit tight. Technical refinement is planned for XPad’s lottery migration to prevent liquidity drain. The session closes with risk management advice (take profits, keep buying power) and a call to bring written questions to next Thursday’s follow-up.

The Big O Show: Market Pulse, Gaming Rotation, and the X Ecosystem Relaunch Plan

Participants and Roles

  • Donnie (host; "Big Winker"; self-described "swine influencer"): runs a family-friendly crypto news/chat Twitter Space; coordinates community via multiple Telegrams (X CEO, Coco, X Project, OGS, Cross Gambles).
  • Cross (guest; project lead/designer for the X ecosystem: XPad, XShot, XSwap, XCEO, Coco): outlines product strategy, token plans, marketing, and risk management; juggling family and illness but actively building and trading.
  • Community (mentioned by handle): Andreas, Jen, Offroad, Jackal, Hebra/Ebra, Aaron, Plumber/Crypto Plumber, Starboy, KP, Crypto Tony, BB (manages the ExPad account), John (manages xCEO social), among others.

Format, Tone, and House Rules

  • Family-friendly session with frequent dad jokes and puns; encouraged emoji reactions and live questions.
  • Practical guidance: don’t DM the host during Spaces; use the designated Telegram channels to reach him.
  • Host dealt with power outages leading up to the Space; remained committed to running the show.

Opening Segment: Valentine’s Crypto Pickup Lines (Top 10 + Bonus)

  • The host delivered playful lines tailored for crypto natives:
    1. "Be my Valentine — you’re the only asset I go all in without hedging."
    2. "I got you a hardware wallet because a queen like you deserves cold storage security."
    3. "[Chadette/cadet], you’re the private key to my heart. I’ll never share you with the network."
    4. "Our love is like blockchain — permanent, transparent, and impossible to fake."
    5. "You’re the only thing I hold tighter than my portfolio."
    6. "Dinner’s on me — I finally took profits just for you."
    7. "Are you staking? Because you’ve got me locked in long-term."
    8. "I got you Ethereum, because you deserve a future with utility."
    9. "I wrapped your gift in a seed phrase — solving puzzles builds character."
    10. "You’re hotter than my GPU in a bull market."
  • Bonus: "Roses are red, markets are green, you’re the hottest thing I’ve ever seen."
  • Practical dating note from Donnie: don’t tell a date your portfolio is stressed; that’s not a winning line.

Market Update: Macro Mood and Key Metrics

  • Snapshot (as shared live):
    • Bitcoin ~84.6k, taking a breather after a noticeable pullback.
    • Ethereum ~2,700; Solana ~117, drifting lower (host mused about possibly opening a new long closer to $100 if it dips).
    • Total crypto market cap ~2.88T.
    • Fear & Greed Index back in fear at 38.
    • Altcoin season index at 31.
    • BTC dominance under 59% (host wants it to trend below 50%).
    • ETH dominance ~11.8%.
    • ETH gas at ~3.95 (called it a “spike” relative to recent readings).
    • Intraday breadth: 1-hour mostly green/flat; 24-hour broadly down ~4–10%; 7-day down ~5–15% across majors. Notable outlier: pump.fun up ~16% on 7-day.
  • Macro drivers:
    • Uncertainty around rates, inflation, and broader economic direction leads crypto to react first and ask questions later.
    • Spot BTC ETF flows: not market-controlling but materially affect liquidity and market psychology; traders now track ETF flows akin to volume.
    • Regulation focus: ongoing stablecoin and yield product debates matter because stablecoins are market plumbing; slow news, long-term impacts.
  • Narrative rotation:
    • While the broader market cools, attention is rotating into gaming/GamFi — particularly when sentiment shifts toward “utility” and user engagement.

Gaming Tokens Roundup (as presented live)

  • AXS (Axie Infinity): just over $2; foundational play-to-earn (P2E) story that onboarded many into crypto gaming.
  • IMX (Immutable X): roughly $0.20–$0.22; L2 focused on scaling game transactions without heavy costs.
  • SAND (The Sandbox): ~$0.10–$0.11; metaverse-style ecosystem around UGC and digital land.
  • GALA (Gala Games): host cited roughly “point zero and a half” (verbatim phrasing); a gaming ecosystem token powering multiple blockchain-based games.
  • GAME (ticker "GAME build"): ~0.0016; smaller-cap gaming infrastructure aiming at decentralized game economies.

Educational Segment: Token Vesting — What It Is and Why It Matters

  • Vesting controls token release to founders, team, advisors, early investors over time (not all at once).
  • Purposes:
    • Reduce immediate sell pressure (avoid crashes if large holders can dump at launch).
    • Align incentives for long-term building and value creation.
    • Shape market behavior around unlocks (traders watch supply increases near unlocks).
  • Analogy: pouring the bucket slowly into the pool keeps water levels stable versus dumping it all at once.

Live CMC Drift: Breadth and Privacy Tokens

  • Broad majors (BTC, ETH, XRP, SOL, etc.) in 1h stabilization/green, but down on 24h/7d.
  • Monero added to coverage in prior Spaces (privacy token focus); down ~14% on 7d this session.
  • Other names mentioned following similar patterns: Stellar, Avalanche, Hedera, Shiba, Polygon, Terra Classic ("classic"), Cosmos.

Hog Wild: Deep Dive into the X Ecosystem (Cross’s Updates and Vision)

Personal Trading and Risk Management

  • Cross frames active trading as “entertainment” with budget, strategy, and risk controls — net wallet value stable despite wins/losses.
  • Emphasis on risk management, profit-taking discipline, and having dry powder for new opportunities.

Fresh Start: New Native Token for the X Ecosystem

  • Liquidity removed from Maxers/Extras to fund launch of a new, properly branded native token for the X ecosystem (distinct from EXRS to clear confusion between XPad and Extras).
  • Branding is key; ticker to be revealed at the last moment for coherence and recognizability.
  • Buybacks built in from X system fees to strengthen scarcity and support the market.
  • Staking: instead of custom-coded contracts, plan to use audited third-party platforms to stand up pools and rewards quickly. Goal is passive income for long-term holders.
  • Airdrop: every EXRS holder or staker to be airdropped the new token (Cross phrased it as “same amounts”/1:1 intent), likely via a claim platform; timing to be “ASAP” post-launch.
  • Private sale: extremely selective, invite-only; Cross will DM eligible participants. Objective is to buy and control significant supply.
  • Market-cap targets and floors:
    • EXRS last market cap ~260k before halting trades; plan to start higher than that.
    • Target an initial floor around $1M ("cannot go lower") through team/OG holding discipline and buybacks; then build toward a $10M floor to achieve respectability and attract investors.

XShot, XSwap, and Multi-Chain Ambitions

  • XShot: previously invested heavily (Telegram-era and extra.gg); considered a “cash cow” opportunity based on observed fee economics from competitors (e.g., GMGN, Axiom-like platforms on Solana/EVM).
  • XSwap: likely to ship before XShot. Strategy mirrors pump.fun’s model — own swap to enable creator fees and 0% tax contracts while collecting fees at the swap level.
    • Plan for revenue sharing with top holders via creator fees (an idea Cross had pre-pump.fun).
    • After XSwap launches, update XShot’s factory for alignment; legacy contracts unaffected.
  • Multi-chain focus: EVM first but aim for broader chains; the goal is “everything in one place” trading utility.

Marketing, ROI, and Ambassadors

  • Lessons learned: avoid burning capital on low-ROI vanity spend; concentrate on a few high-impact placements versus many small articles with poor return.
  • Example: prioritize a top-tier WatcherGuru package over scattering budget across generic outlets (e.g., Yahoo/Benzinga) with minimal effect.
  • Tokens as marketing tools: xCEO pumps can lift the wider ecosystem; visibility flows across assets.
  • Ambassadors: intent to recruit a known personality once the token demonstrates strength (e.g., around ~$10M market cap). Relationships compound as reputation builds.

xCEO: Elon Musk Ties and Long-Term Thesis

  • xCEO has a special relationship with Elon Musk’s account (past likes/comments). Cross expects more interactions (possibly a video, retweets, quotes) as momentum builds.
  • ATH ~2.5; prior Elon comment peak ~1.2. OGs have accumulated and hold for the long term; Cross believes those levels can be broken on future events.

Coco: Relaunch Approach and Guidance

  • Coco will have a “history relaunch.” Cross intentionally sharing few details to avoid frontrunning; expects a surprise snapshot announcement (“one day I’ll say: snapshot done, get ready”). Timing unspecified (could be weeks/months).
  • Host asked whether to accumulate or hold; Cross advised “sit tight” for now — the host echoed he will neither buy nor sell and remain patient.

Lottery Mechanism: Technical Fix, Not Removal (For XPad Migrations)

  • Observation: beyond day one, few talked about the lottery; user base too small to draw firm conclusions on engagement.
  • Technical issue: lottery payout taken from LP at migration lowered the starting market cap on Uniswap (example: 100k at migration became ~80k), causing negative optics/psychology.
  • Plan: change factory mechanism so lottery funding accrues via taxes pre-migration instead of draining LP at the moment of migration. Lottery likely remains, but with better mechanics.

Broader Market Context and Strategy

  • Macro uncertainties (geopolitics: Trump, Europe–Russia/Ukraine, Iran) coincident with gold mooning and USD depreciation; Cross remains optimistic that fear posturing won’t escalate to mutually destructive outcomes.
  • Despite lower crypto volumes, real accumulation continues (BTC/ETH); sharp volume spurts (e.g., "Penguin" event) show the market’s appetite remains.
  • Profit discipline: free-bag mindset — after a 2x, at least take back initial capital; avoid being stuck without buying power when new opportunities arise.
  • Operational discipline for 2024: be realistic, efficient, and put effort/money where control is possible.

Timeline and Logistics

  • XPad feature release and native token launch sequencing: aimed for late January; now “coming days” or early February depending on team logistics (notably “Gen boy” arriving in France on Jan 28 to set up). Host floated mid-Feb preference; Cross indicated early Feb is plausible.
  • Airdrop details, claim platform, and private sale invitations to be communicated by Cross directly.

Action Items and Guidance

  • For EXRS holders/stakers: expect a 1:1-style airdrop of the new native token; watch for claim instructions.
  • For Coco holders: sit tight; await surprise snapshot/announcement for relaunch.
  • For traders/investors:
    • Maintain risk management discipline; take profits to preserve capital and keep buying power.
    • Track macro signals (rates, inflation, geopolitics), ETF flows, and regulatory developments around stablecoins/yield.
    • Watch gaming tokens as utility-focused narratives rotate.
  • For community participation: prepare questions in advance for next week’s session; use Telegram channels for queries; respect the family-friendly vibe and use emojis.

Key Takeaways

  • X ecosystem is getting a fresh, properly branded native token with built-in buybacks, staking via audited platforms, and a carefully managed supply (private sale + OG discipline) — aiming to establish a durable market-cap floor and credibility.
  • XSwap first, then XShot upgrades: own-swap economics (creator fees, 0% contracts) and potential revenue sharing with top holders; multi-chain ambitions for a unified trading experience.
  • Lottery stays but the mechanism changes to avoid LP drain at migration; optics and market-cap integrity matter.
  • xCEO’s Elon tie-ins remain a strategic asset; community expects future engagement to amplify visibility and price action.
  • Coco relaunch will be surprise-driven; accumulation guidance from Cross: be patient and sit tight.
  • Market caution persists, but rotation into gaming and ongoing accumulation suggest resilience; disciplined profit-taking and risk management are central to the community’s strategy.

Next Session

  • Host plans to run another Space next Thursday (time TBD; host working 6 days/week in February). Audience encouraged to write down questions and bring them to the session.