# re:envisioning web3 — Think Out Loud Thursday: AI, Abundance, and a 92% Hit Rate

Hosts: Lyss (@Lysss302) with Jed (@jed_131) and Burningbush/"Lee" (@BurningBush_eth) · Thu, Oct 22 2026 · 1:36:42 · ~14 speakers

## TL;DR
- Day 366 of consecutive daily spaces — the streak didn't end at 365, so the room showed up again anyway, grumbling fondly about it [11:33].
- The Regen Noir × Ghost limited apparel collab is live at regennoir.com only until **Oct 25**, and a new Regen website was slated to go live that night with a teaser video pinned up top [14:20], [43:03].
- The bulk of the conversation became an unplanned referendum on AI in web3: Jed and MC on how little the space actually uses the tools, Yot on abundance killing appreciation, Warner on escaping the echo chamber.
- Mau (with MC) previewed a perps trading app with an AI coach and auto-trading bot claiming a **92.3% hit rate** — met with enthusiastic, friendly disbelief from Jed, Dan, Warner and Slick Ric, and several offers to stress-test it [43:51].
- Dan announced recap moved to pay-per-recap, crossed **1.1M live reactions recorded**, and acquired soundboard tech from the Burning Bush lab so hosts can pipe clips into their own Spaces [51:56].
- Chicken Wizard delivered a long, practical security segment (PHP vulnerability, 25th seed word, physical keys, dedicated offline machine) after Jed raised the "what happens when AI can crack seed phrases" question [1:15:04].

## Highlights

**[6:44] A purpose-driven cold open.** Jed led with an audio clip about CVS pulling cigarettes from its shelves despite billions in revenue, because the decision had to match the purpose statement — Walgreens, by contrast, pointed to its smoking cessation products, "which is like selling donuts and diet books right next to each other." Jed's takeaway for web3: "Move a purpose, move an intention. Do what you say you're gonna do" [8:47].

**[12:33] The anime jurisdiction dispute.** Yot recognized the opening song from Arcane, "one of the best animes that has come out recently," which Burningbush declined to certify as an anime at all. Jed settled it by nominating DuckTales as his favorite anime and declaring that all cartoons are now anime, then pivoted to interrogating Yot about whether people on his side of the world say "supper" and keep it in the icebox [13:05].

**[14:20] The merch drop and the housekeeping that matters.** Lyss ran through the first limited collection collab — Regen Noir × Ghost apparel, hoodies, shorts, shirts — live only through Oct 25, with Ghost leaning on years of IRL apparel experience to get quality at the price point. She also gave the standing ask: if you can't buy, like and repost.

**[21:59] Funko slander, with evidence.** Fresh off dinner with the Blockys team at De Stefano's, Jed compared their figure side-by-side with a Funko Pop at the restaurant and concluded the Funko was essentially a 3D-printed husk — "a multi-billion dollar business" — while the Blockys piece felt like a two-pound paperweight. He also noted UJ remembered a fireside chat and hand-carried from India the specific piece Lyss had said she liked. Jed, pointedly, did not get one.

**[24:12] Lyss brings up humanoid robots; the room evacuates.** Having declared it Think Out Loud Thursday, Lyss offered the Berlin conference, Tesla's Optimus and robotics — and was immediately met with "rug the fucking space" from Jed and "shut it down right here" from Burningbush. When nobody raised a hand, Jed called his point proven; Lyss filed a brief note about how long it takes to set your ChatGPT up properly [26:19].

**[26:41] MC and Jed on the AI gap.** MC's complaint: people use AI to ask things they could have Googled and to swap backgrounds on pictures, while the actual leverage sits untouched — he walked through a tax preparer dreading a full day of manual P&L work who wouldn't scan the paper in, concluding "you don't want to use AI because you don't want to make 50 grand in a day" [28:00]. Jed tied it to missing "filler activations" — the small drops and mini-games that kept communities entertained between big moments, pointing to Dookie Dash as something you could now build in half a day.

**[31:09] Yot on the psychology of abundance.** The sharpest conceptual stretch of the hour: Yot argued the problem isn't handmade vs. AI, it's that when a hundred people can ship the same thing in a day, the thing becomes worthless and the audience gets fatigued. Jed's counter was economic — a 90-second animation from a good studio runs five figures, and a project with no mint funds and two months of royalties doesn't have that — plus "while everybody could use the tools, not everybody can use them well" [33:00]. Yot added that the differentiator is the person who keeps building on one product instead of hopping to the next [36:10].

**[43:51] The 92.3% bot.** Mau described an app he and MC built: paper trading and a lesson track for beginners, an AI coach that reads order books and CoinGlass liquidation heatmaps, and one-touch auto-trading on real money. He cited a 92.3% average hit rate against an industry 57–63%. Jed's response — you'd have every hedge fund buying this for twenty billion dollars [46:36] — set the tone for the rest of the Space, with Dan intrigued by the agentic-vs-hardcoded judgment question [50:58], Warner volunteering his entire portfolio [58:04], and Slick Ric, a daily leverage trader, saying he's heard the claim many times and never seen it land [1:25:24].

**[51:56] Dan's recap update.** Pay-per-recap is live and got takers immediately; recap has now logged 1.1 million live reactions across captured Spaces, with an origin-story article coming. The alpha: recap acquired a full soundboard from the Burning Bush lab — a browser extension letting hosts pull clips from their own or others' episodes and play them back at host-level fidelity. Jed's immediate instinct was that they should have token-gated it behind 8-bit booties and bought the floor first [54:23].

**[1:08:04] Warner gets a custom song in under two minutes.** After Warner talked about wanting a landing page to explain to normies why he actually cares about NFTs — beyond "has that been a good investment for you" — Lee ran him through a tool that scrapes someone's public posts, keywords and themes and generates a track in a requested genre (Warner picked Jimmy Eat World). The result name-checked his Hawaii trip, his kids, De Stefano's and "IRL is the alpha." Warner's reaction: "Imagine doing that for a holder every time they buy" [1:11:54], which is roughly the plan.

**[1:15:04] Chicken Wizard on not getting drained.** A dense, generous security run: the recent PHP vulnerability that touched much of the web, don't store cards on sites, be careful which vibe-coded sites you connect a wallet to, add a 25th seed word, use physical keys (two of them, one stored offline) over phone authenticators, rotate out of wallets you've used for six or seven years, and — if the sums justify it — keep a cheap Linux mini-PC that only ever touches financial transactions. Lyss added the perennial reminder to revoke approvals [1:24:23], and Money Miller offered himself and Chicken as a help desk for anyone vibe coding apps [1:32:05].

**[1:36:03] The outro roast.** Having been told the DJ was gone and a song was already queued, Jed located a track anyway — an AI cut narrating Lyss falling asleep on stage with her mic still green. A fitting close for a room that spent 90 minutes arguing about whether AI content has any soul.

## Topic timeline

| Time | Topic |
|---|---|
| [0:01]–[8:47] | Music intro + purpose-driven business clip (CVS/cigarettes) |
| [8:58]–[14:20] | Welcome, Discord putt-putt recap, anime/supper banter |
| [14:20]–[18:45] | Regen Noir × Ghost apparel drop, think tank + Discord teasers |
| [21:59]–[24:12] | Blockys dinner, Funko comparison, "reset the energy" |
| [24:12]–[31:09] | AI in web3: underuse, filler activations, MC's business use cases |
| [31:09]–[38:00] | Yot on abundance, fatigue and value; Jed on budgets and execution |
| [39:00]–[43:28] | Ghost on community push; new website/video preview |
| [43:51]–[51:00] | Mau + MC's perps app and the 92.3% hit rate |
| [51:56]–[55:14] | Dan's recap update, pay-per-recap, soundboard acquisition |
| [55:19]–[1:07:41] | Super on the trailer; Warner on AI, echo chambers, IRL marketing |
| [1:08:04]–[1:14:18] | Custom AI song for Warner; holder-onboarding ideas |
| [1:15:04]–[1:28:21] | Security: PHP vuln, seed phrases, hardware keys; Slick Ric on diversification |
| [1:28:21]–[1:36:37] | recap plug, schedule, Fuggettes/music spaces, closing song |

## Notable quotes

- **Yot [13:11]:** "No, bro, it's not the 19 fucking 40s, it's just dinner."
- **Yot [19:01]:** "My favorite part of every space is always when Jed says we should listen to this, and we just hear him fumbling his phone for the next fucking 10 minutes."
- **Lyss [26:19]:** "Well, it takes a little more time to set your chat GPT up. Thank you very much."
- **Yot [32:35]:** "When everything is so heavily abundant, it becomes essentially worthless, and… it takes the value away from being able to say we fucking made this."
- **Warner [58:04]:** "I came in because I want to give whoever has that 92% hit rate all of my money."
- **SLICK RIC [1:26:43], quoting Dan:** "You could build anything, but can you fix it, right? … Dan's voice is like living in my head, it's just like you can't fix it, don't build it."

## Who said what

- **Lyss (@Lysss302)** — host; ran the room, pushed the Regen Noir × Ghost drop and its Oct 25 deadline, teased the think tank and new website, and made a spirited if doomed attempt to get everyone talking about humanoid robots.
- **Jed (@jed_131)** — co-host and de facto DJ; opened with the purpose clip, reported from the Blockys dinner, argued that web3 teams are leaving AI-powered community activations on the table, and good-naturedly refused to believe a 92% bot exists until he sees it.
- **Burningbush / "Lee" (@BurningBush_eth)** — builder behind Regen Noir, the new site and the song-generation tool; demoed the Warner track live and mentioned the soundboard tech that went to recap.
- **Yot (@yotdog69)** — the room's resident contrarian thinker; framed AI fatigue as a psychology-of-abundance problem and noted the winners are the ones who keep building one thing instead of hopping.
- **MC (@MC_BIGFOOT404)** — on practical AI leverage for ordinary business work, and co-builder on the trading app's pattern recognition.
- **Mau (@BigFootMau5)** — presented the perps trading app: AI coach, liquidation heatmap reads, auto-trading, 92.3% claimed hit rate.
- **Warner (@TheStevenWarner)** — back from travel; best stretch of the Space on marketing outside the echo chamber, NFT conversations with non-crypto colleagues, and leaning into AI before being left behind. Invited into the think tank on the spot.
- **Dan (@brokenrealitydh)** — recap update (pay-per-recap, 1.1M reactions, soundboard acquisition) plus a trader's curiosity about the agentic judgment behind Mau's bot.
- **Chicken Wizard (@ChickenWizardX)** — the security segment: vulnerabilities, 25th word, physical keys, wallet rotation, dedicated offline machine.
- **SLICK RIC (@richj530)** — daily leverage trader; wants to see the bot work, preaches spreading assets, and credited Dan's "can you fix it?" rule for changing how he builds.
- **Ghost (@Ghost_Story86)** — apologized for being heads-down at the shop, reported he's been out in other Spaces pushing Regen Noir and the broader build, not just the collab.
- **Superhighgasfees (@SHGFees)** — praised the new trailer and how well the project's art matched Lee's edit; also the alleged mastermind behind last night's putt-putt productivity collapse.
- **Money Miller (@ItsMoneyMiller)** — noted he'd flagged vibe-coded app vulnerabilities months ago, offered dev support, and previewed a return to interview-format spaces.
- **Piff (@RealPiffsPeak)** — checked in from a hiking trail, mostly to defend AI's honor.

## Worth a full listen

- **[31:09]–[38:00]** — Yot and Jed working through abundance, cost, and execution quality in real time. Neither moved all the way to the other's position, and the texture of the exchange (budgets vs. psychology, Fiverr animators vs. in-house studios) doesn't compress well.
- **[43:51]–[51:00]** — Mau's full walkthrough of the trading app, with Jed, MC and Dan probing it live. Whether or not the number holds, the mechanics description is worth hearing firsthand.
- **[1:15:04]–[1:24:23]** — Chicken Wizard's uninterrupted security briefing. It's a checklist disguised as a monologue, and the specifics (25th word, two keys, air-gapped mini-PC) are worth hearing rather than skimming.