Dave welcomed the panel including Kool, NatNat and Chi Samurai. Kool highlighted Solana ETF news, an ex Coinbase exec joining the Biden administration, and debate driven meme coins like Vivo on Solana with an eleven thousand market cap. Dave and Kool discussed CNN debate rules including no independent media access and muted mics that could shape the narrative.
Dave and Kool talked about Telegram rolling out Adsgram on TON with Toncoin rewards for mini app developers using models like cost per impression. Kool said he stays bullish on TON due to big backers like Paradigm who invested over one hundred million. Dave noted CeFi accounted for seventy percent of total crypto losses in Q2 twenty twenty four with five incidents causing four hundred million dollars stolen while DeFi saw one hundred seventy one million across sixty two incidents.
Kool shared alpha on Mega E raising twenty million dollars with Vitalik as an investor and over one hundred thousand transactions per second. Kool also noted Coinbase and Stripe partnering on Base to boost crypto adoption.
0:29:53Coinbase sues the SEC and FDIC over Freedom of Information Act requests
0:43:10Mega E raises $20
0:47:31Coinbase card rewards and Bitcoin ecosystem talk
Dave applied for a grant and stressed protecting early stage code from theft instead of full open source. The panel shared dream guests with Kool naming founders like from Celestia or Crayola, Dave wanting the Fetch.ai starter or controversial figures, NatNat picking Mario Nawfal, and Mr Charles choosing CZ or Justin Sun. Kool discussed his NFT community space on the Celestia linked Sloths project where holders are mostly devs and founders not selling despite price drops.
NatNat said too many airdrops could cripple ecosystems if overloaded while Kool explained the backlog from the bear market led to many projects farming users with millions of wallets on protocols like ZK Sync and Arbitrum. Dave questioned if the model is broken as activity drops post airdrop. NatNat suggested more guests like TON experts for the show while Kool agreed on giving guests the floor and covering market updates.
1:03:58Layer zero
1:13:09Gas markups and a request for audience feedback on the show
1:22:40Stacks Invader giveaway, macro education and the PCE report
“I think this is huge for Telegram. I really do think that all the money surging into it is going to bring even more individuals, more eyes, and even all the marketing that they're doing, I'm all for it.”
NatNat0:23:19Share on X
“Coinbase is not a bank. You're supposed to come in and come out.”
Kool0:25:50Share on X
“So I guess proceed with with caution when it comes to some of these airdrops.”
“I'm looking at 2030, 2031. That's how I'm thinking.”
“When it comes to PCE, CPI, these two and a few others as well, they tend to have a lot of influence over both markets.”
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Show discussion, not financial advice.
