Junie welcomed listeners and recapped top stories including Crypto.com overtaking Coinbase in volume and the Bank of England rate cut. Dave, Kool and NatNat checked in on how they were feeling amid choppy markets.
0:04:35Opening rundown of the day's stories by Voice E
0:08:12Recap of the Mark Yusko space and the copper trade example of Wall Street price pushing
Dave noted Crypto.com overtook Coinbase in total volume driven by Ethereum ETF trading. Kool said Coinbase remains the top US exchange with government approval, ETF custody, and billions paid for the Crypto.com Arena naming rights so it is not going anywhere. NatNat pointed out Coinbase doubled net revenue in its earnings and is listing more tokens to compete.
NatNat called the Bank of England rate cut bullish for crypto but not stocks. Kool advised using Shadowstats and Truflation for real inflation and unemployment data instead of government numbers and noted stocks often crash fourteen months after rate cuts. Dave discussed a post claiming the Treasury doubled its debt buyback capacity and a plunge protection team that props up markets. NatNat agreed this is ongoing manipulation that supports Bitcoin as an alternative.
0:22:44Farming airdrops
0:37:14Pricing wealth in assets and Bitcoin instead of dollars
Kool warned against buying Nero after it trends on Twitter as it is usually too late and noted established tokens like WEN that stay quiet. Dave updated on the STX City bonding curve token reaching one hundred percent. Kool said Solana DEX volume leads but rotation is constant with new ecosystems like Monad and Movement Labs coming.
Dave ranted that the Scottie Pippen ball token is a utility play with no actual ownership of the ball and is run by hired teams. NatNat shared a similar experience with Ghostface Killah where his team handled all crypto questions. NatNat reviewed Amazon missing revenue estimates, Apple posting record revenue, and Coinbase doubling net revenue with a fifty two billion dollar market cap leaving room to grow.
1:13:11The employment reports ahead
“However, I don't think that Coinbase is dying.”
NatNat0:18:13Share on X
“But self sovereignty literally means not only are you... Like, are you in charge of your own money, but you're also protected.”
Dave0:35:51Share on X
“The moment you see it on Twitter, it's too late for me.”
Kool0:43:43Share on X
“The money is made when you buy it when nobody wants it.”
“We need to know how to do our own due diligence and stop depending on these gurus, quote, unquote, to tell us what to do, where to buy.”
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Show discussion, not financial advice.
