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Episode · Jun 5, 2024 ·

ATC: DAVE & KOOL TALK ALL THINGS CRYPTO

On the mic

Summary

0:04:14

AI Agents and Welsh Meme Buzz

Dave described an AI space that blew his mind with on chain agents and building tools in real time. Kool noted Welsh trending third on CoinGecko and recapped the weekly Welsh community giveaways.

0:12:13Why a meme coin should be buyable directly in wallets like Leather, compared with how Doge onboarded people through Robinhood in 2021

0:13:50

Bitcoin Strength and ETF Inflows

Dave reported Bitcoin ETFs saw 887000000 in inflows with zero GBTC outflow.

0:13:50Bitcoin's realized price passes $30, short-term holders add over 1, 000 BTC, and large shorts sit above $71

0:17:14Kool on why shorting makes no sense now, the price range, interest rates, BNB's all-time high and celebrities returning to crypto

Moments0:21:01
0:26:29

Finding Early Projects via VCs

Kool shared how to explore the Stacks ecosystem page for projects without tokens and mentioned the Velar PerpDex testnet. A Bitwise CIO said the market is undervaluing Washington's shifting attitude toward crypto. Dave browsed the Coinbase Ventures portfolio on CoinGecko for early opportunities.

0:39:56With his $100 WELL example

0:55:38

Interactive NFTs on Stacks

Dave discussed the reality.exe interactive NFT and orangecube.art as engaging projects that teach blockchain navigation. Dave covered the Stacks Mojos NFT mint that rose quickly from three stacks and speculated on possible airdrop potential.

1:16:15

Stacks Onboarding and Policy Shifts

Dave covered the proposed Texas Stock Exchange backed by BlackRock and Citadel. Kool viewed it as part of an internal battle over crypto policy.

1:16:15Step-by-step guide to buying Stacks and Welsh, and using DeFi Llama to explore the ecosystem

Moments1:21:44

Key quotes

“Yesterday, Bitcoin ETFs saw $887,000,000 total inflow with zero outflow from GBTC. None.”

Dave0:21:01Share on X

“Remember, whatever doesn't kill you make... Makes you stronger, and that's that's what's happened with with with our markets in general.”

Kool0:29:42Share on X

“Master your chain, and you're going to absolutely kill it.”

Kool0:52:55Share on X

“Welcome to the excavation of the future.”

Dave0:59:26Share on X

“Stacks reminds me so much of Solana back in the day with everything that they're doing.”

NatNat1:13:29Share on X

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Show discussion, not financial advice.