On the mic
Summary
Dave @DCBK2LA and Kool @koolcryptovc make the bullish case for Bitcoin using several recent headlines: Bitcoin's realized price passing $30,000, short-term holders adding over 1,000,000 BTC in six months, large short positions above $71,000, and $887,000,000 in Bitcoin ETF inflows with zero outflow from GBTC. Kool @koolcryptovc explains a long-term strategy: study the portfolios of major crypto VCs such as Coinbase Ventures and Binance Labs to find early projects. He also tells listeners to "master your chain." Other topics include the Welsh community's weekly giveaways, the Stacks Mojos NFTs, an NFT mint in the Tia ecosystem, the interactive reality.exe NFT project and the proposed Texas Stock Exchange, which is described as backed by BlackRock and Citadel. Audience speakers ask how to get started in the Stacks ecosystem, and the hosts walk them through wallets, decentralized exchanges and resources like DeFi Llama. All of this is discussion, not financial advice.
Chapters
Why a meme coin should be buyable directly in wallets like Leather, compared with how Doge onboarded people through Robinhood in 2021MomentAt 0:12:13 on X
Bitcoin's realized price passes $30,000, short-term holders add over 1,000,000 BTC, and large shorts sit above $71,000MomentAt 0:13:50 on X
Kool on why shorting makes no sense now: the price range, interest rates, BNB's all-time high and celebrities returning to cryptoMomentAt 0:17:14 on X
Bitwise CIO says the market is undervaluing Washington's shifting attitude toward cryptoMomentAt 0:27:09 on X
Browsing the Coinbase Ventures portfolio category on CoinGecko for early opportunitiesMomentAt 0:36:45 on X
Kool's method for finding projects through VC portfolios, with his $100 WELL exampleMomentAt 0:39:56 on X
Step-by-step guide to buying Stacks and Welsh, and using DeFi Llama to explore the ecosystemMomentAt 1:16:15 on X
Proposed Texas Stock Exchange and Kool's view of an "internal battle" over crypto policyMomentAt 1:21:44 on X
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.”
“Welcome to the excavation of the future.”
“Stacks reminds me so much of Solana back in the day with everything that they're doing.”
NatNat1:13:29Share on X
Excerpts
Dave describes a space about AI and on-chain agents that blew his mind
- 0:04:14 Dave Yeah, dude. Bro, cool. My... I was just in a space. Okay? Just a quick little tangent. It's not like... It's kinda crypto related. I was just in a space where these AI fucking gigabrains, okay, literally had me talking…
- 0:06:12 Dave Bro, I don't even know. Like, I got an invite from Stuart because he saw hero gamer in there for, like, stacks, and then we started talking about on chain agents and then all this stuff. So remember last week when we…
- 0:07:22 MOTIVATE 📲 Available for Consulting & Marketing Chilling. Chilling. This room's a little too big for anything crazy to happen, so I might I might not stay around too long. I mean, I
Welsh trends on CoinGecko, and the hosts recap the weekly Welsh giveaways
- 0:08:29 Kool Oh, yeah, Dave. Before before you do that real quick, as... I think bits by bits, he made a tweet, man. I I couldn't believe it. Wells is trending on CoinGecko, bro. Number three. Can you believe that?
- 0:08:43 Kool three? Yes. On KoinGecko on the top trending on the top top right. Yeah. He he he took a screenshot of it. He just posted it. So... And all the Welsh holders, communities, thank you for com... Coming to our spaces on…
- 0:09:04 Dave I love that, man. I absolutely love it. Welsh, yeah, up 12 and a half percent right now. Alright. We're almost at, like, the the three tenths mark. Yeah. Look. Like, we're the... Like, we're defining... Like, we are…
Why a meme coin should be buyable directly in wallets like Leather, compared with how Doge onboarded people…
- 0:12:13 Dave Yeah. Like like like like one of the decks... Like, Vellar donated a thousand dollars in tokens. You have a bunch of other protocols that are now donating that are coming into the fold, and you're starting to see this…
Bitcoin's realized price passes $30,000, short-term holders add over 1,000,000 BTC, and large shorts sit…
- 0:13:50 Dave Okay. So let's talk about... Let let let... Let's make the case for Bitcoin. Okay? I'll give you guys just... Like, there's so many different headlines, but I'll give you the first one. Okay? The first one is Bitcoin's…
Kool on why shorting makes no sense now: the price range, interest rates, BNB's all-time high and…
- 0:17:14 Kool I think peep... People wanna make money, man. They wanna make money, and they believe... Remember, everyone is different. Some people are bearish all the time as opposed to people are bullish. I'm I'm mostly bullish…
Bitcoin ETFs see $887,000,000 in inflows with zero GBTC outflow
- 0:21:01 Dave You ready for this? Ready for this one? This is the most staggering one. Yesterday, Bitcoin ETFs saw $887,000,000 total inflow with zero outflow from GBTC. None. None. If that's not the nail in the coffin that makes…
- 0:22:04 Dave Yeah, bro. How you doing, man? I was just saying, like, thanks for coming to my BTC FiSpace and asking amazing questions.
- 0:23:39 Dave You gotta wake up. What's good, bro? What happened? Why are you so stressed, bro? Don't... I I take that back. Don't answer that question. But don't be stressed. Okay? Don't be stressed. But if you have a Bitcoin…
How to find Stacks ecosystem projects, plus the Velar PerpDex testnet
- 0:26:29 Kool Yeah. But what I what I'll say is if you go to a stacks website and go to the eco... Ecosystem on their stacks, it will show you all their projects, man. So that that... This is this is the same way that what what I…
- 0:27:09 Dave There's only... And there's only a handful, by the way. There's only a handful that are on there that don't have tokens. Mean, there's only a handful that do have tokens. Literally, I can probably... Yeah. I can count…
Bitwise CIO says the market is undervaluing Washington's shifting attitude toward crypto
- 0:27:09 Dave There's only... And there's only a handful, by the way. There's only a handful that are on there that don't have tokens. Mean, there's only a handful that do have tokens. Literally, I can probably... Yeah. I can count…
- 0:29:42 Kool Yeah. I mean, I can't I can't disagree with that, man. I I I can't. I I just I just think the... In the in the long term, things are gonna be a very different. Like I said, different environments. You just think, look…
- 0:36:02 Dave Cool. The reverse. He said, you you gonna be here for a long time. Not a good time, but a long time. Not a good time. Good shit, bro. Kahina, welcome to the stage. How are you?
Browsing the Coinbase Ventures portfolio category on CoinGecko for early opportunities
- 0:36:45 Dave I love it. You got it. You got it. Don't worry about it. Cool. Here's essentially, like... Remember what you told us? I think it was yesterday. I don't know if was yesterday or the day before where you gave us the…
- 0:39:47 Dave of tokens where I'm just like, okay. I'll put a 100 or $200 into something like this that turn into thousands of dollars, like, in a bull run. No? What do you think?
Kool's method for finding projects through VC portfolios, with his $100 WELL example
- 0:39:56 Kool Oh, man. It's it's funny you say this because this stuff, it's it's it's exactly what I used to do. I don't do it anymore. I don't need to, but, you know, it's the same thing that that Dave just said. I... I'll go on…
- 0:50:43 Dave Hold up. The one that we were... The one that was supposed to buy at 19.5?
- 0:51:51 Dave I was gonna say for those that are that are wondering what what Cole's talking about. So if you weren't here yesterday, he gave us the alpha on the... He's obviously big on the Tia ecosystem... On the Celeste…
Dave on the reality.exe interactive NFT and orangecube.art
- 0:55:38 Dave Love it. I love that. I love that. I love that. We don't really talk too much about NFTs in here, but I kinda love that we're we're starting to because there's a very select few NFTs that I'm... That I buy or that I'm…
- 0:59:26 Dave open this up. Computer don't fail me now. Okay. You ready? This is when it says about reality.exe. Okay? Deep in an alien jungle, you stumble upon a mesmerizing artifact, a digital relic. Reality.exe pulsating with…
The Stacks Mojos NFT mint and possible airdrop use
- 1:03:10 Dave Yeah. So this... Yeah. So the Stacks Foundation issued a... They did
- 1:04:48 Dave It flies. I swear. It really, really does fly. Shit. There was another story that I wanted to kinda cover. Oh, did anybody claim... I know I spoke about this the other day, but did anybody go claim, their Unisat…
- 1:11:35 Kool You guys have have have have, like, twenty minutes left, man. So we're here every day, so we we could talk talk all day. What do we... Well, we can't take too long daily. So let me give you guys mic, and let's go to…
Step-by-step guide to buying Stacks and Welsh, and using DeFi Llama to explore the ecosystem
- 1:16:15 Kool Yeah. GMD is not hard, bro. I mean, it's it's... You know, it's always... If if anyone's listening to space right now and you and you don't really know what to do, YouTube is there, man. YouTube is your best friend…
- 1:17:58 Kool Find you find your decent... Decentralized exchanges. Bella Bella is one that use. You get the contract address. It's the exact... The... Everything I'm saying is the exact same step as you buying Solana to buy…
- 1:19:41 NatNat So, Dave, correct me if I'm wrong, and Cool as well. I believe Bitflow exchange, you can just connect your wallet and swap stacks for whatever it is that you need.
Proposed Texas Stock Exchange and Kool's view of an "internal battle" over crypto policy
- 1:21:44 Dave Yo, GMD, it was a pleasure to have you up, man. Like, bro, always come back. Like, we love having you, man. Thank you. We appreciate, obviously, the support coming through. Yeah. And, hopefully, we can continue to give…
- 1:29:53 Kool Yeah. No worries. No worries. No worries. So they... You you could... So what we're talking about is we're we're we're looking for the top tier three seas in crypto, trying to find which project they invest in. And so…
- 1:38:56 MOTIVATE 📲 Available for Consulting & Marketing Yes. I'm just actually make... I'm making it here at the moment, and it's as simple as anything. It's... We've made it so easy this week. Like, I mean, literally so easy and really doesn't cost much at all. It's…
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