On the mic
Summary
Dave @DCBK2LA hosted this episode of All Things Crypto with NatNat @Natnatx007 and Kool @koolcryptovc. They opened with the MetaMask and Mastercard partnership, which led to a debate about which wallets people actually use and a live listener poll. Next came the TON Blockchain and Pyth Network partnership, with Mr. Bash @bashorunedward explaining what it could mean for TON's DeFi ecosystem, and then Fairshake's $12,000,000 spend in the Ohio Senate race and the state-by-state regulatory picture. The hosts compared PYUSD's growth on Solana against Ethereum and debated whether reserves held in treasuries or in cash make a stablecoin safer. The second half covered a meme coin segment, NatNat's CPI breakdown, the reported transfer of 10,000 Silk Road BTC to Coinbase Prime, a disclosed paid promo for Genius Terminal, and talk about DeFi and Monad. All of this is discussion, not financial advice.
Chapters
PYUSD on Solana passes PYUSD on Ethereum, and why stablecoin competition mattersMomentAt 0:42:18 on X
Key quotes
“comfort zone is where dreams go to die. So if they want to keep up with the masses, they have to be able to update and stay ahead.”
NatNat0:16:14Share on X
“Human beings don't like positive news, man. Positive news doesn't sell. Bad news sells.”
Kool0:41:50Share on X
“The true adoption is stable coins and and, RWAs.”
“Eggs are trading almost like a meme coin. It's up over 20% so far this month, which is crazy.”
“When when you've been through hell, nothing moves you anymore.”
Excerpts
AI-voiced show intro previewing the night's stories
- 0:07:16 Dave Woah. Woah. Woah. Woah. Woah. Woah. Woah. Junie, you didn't even give us the the intro with the stories. Like, what happened to the real intro? I need the real intro. Like, not... You just gave us nothing. Remember the…
- 0:11:09 NatNat Man, the the whole Benedict Benedict Arnold stuff took me out. He's like a military officer. No? A what?
- 0:11:56 Dave Yo. Cool. Let me tell you something, bro. Nat Nat... First off, I'm a... You know what? I got beef. I'm shooting at both of y'all right now. Okay? Because yesterday, there was no all things crypto. First off, cool…
MetaMask teams up with Mastercard to let users spend crypto like cash
- 0:13:19 Dave And nobody is gonna let the motherfucking host know. Okay? Thank you very much. That's it. You're all you're you're all on probation. Junie, we gotta step you... We gotta step your game up, Junie, because I don't know…
- 0:15:22 Dave We owe this shit. She said Windows '98 to Windows XP. That's still, like, 1999 or 2001. That that... I don't even know. I mean, what's the latest version of Windows right now?
- 0:16:14 NatNat Yeah. No. But that's such a dangerous thinking in business, though, because comfort zone is where dreams go to die. So if they want to keep up with the masses, they have to be able to update and stay ahead.
Which EVM wallets the hosts use and a live listener wallet poll
- 0:18:23 Dave Yeah. And and I I wanna ask you guys. Right? Like, what what EVM wallets do you use? Because I literally have to, like, toggle off, like, 50... Unless it's on mobile. Right? Number... Believe it or not, like, I…
- 0:19:31 Dave Nat, what about you? What what EVM wallet are you using for crypto?
- 0:20:04 Dave Interesting. So Leather Wallet doesn't have an EVM integration yet, but for Bitcoin and shit, yeah, like, that that makes sense. Interesting, guys. Like, I I... You know what? I'm I'm gonna take a poll while we're…
TON Blockchain and Pyth Network partnership for on-chain data feeds
- 0:21:05 Dave Got it. Okay. So OKX, Coinbase wallet, Phantom, MetaMask. Man, I'll leave Uniswap off. I think those those other ones are even... Yeah. I love the... I like those four. Alright. I'm gonna I'm gonna pin it up, and, I'm…
- 0:23:16 Kool Yeah. Yeah. So so so two two two big news for Tone Blockchain. The first one was that I... You guys... I think... I think it was last night or this morning, I woke up in a ton ton volume went nuts. The price was up…
- 0:25:05 Dave Mister Bash is here. I'm gonna get to you nat now, but I obviously wanna say what's up to mister Bash. Mister Bash, how was I not following you this entire time? That's absurd. That's gotta be one of the Twitter…
Mr. Bash on TON bringing Web2 users into DeFi
- 0:28:33 Dave Appreciate you, bro. Thank you, mister Bash. Thank you. Thank you. Thank you. Very, very well broken down, dude. Yeah, man. I mean, if you're not bullish on... If you weren't bullish on tone before, like, fuck are you…
- 0:29:39 NatNat I think this is you. This gave me a really bad tone for Moe. I'm same as you. I feel like I don't have enough, but this is a massive, massive step forward. What's very interesting is that a few days ago, I was on one…
- 0:31:09 Dave Not Chain link. No. There was a... There was another one that did an airdrop right around the same time as pipe. No?
Fairshake puts $12,000,000 into the Ohio Senate race
- 0:31:34 Dave Yeah. Maybe I'm thinking of something else, I could've sworn there was another, like, data network. It wasn't... Fuck. I forgot what it was. I forgot what it was. It wasn't Celestia. It was something else. I know…
- 0:33:13 NatNat I think this is huge, and I understand why they're doing this. Right? Recently, there was an article that came out stating that Kamala will have stricter laws, and she's really gonna crack down on crypto. Right? So…
- 0:35:27 NatNat Yeah. I'm I'm with you. I... That's why they really... They're throwing a lot of money out. They're really trying to influence the outcome because I really do believe with Kamala, I don't think that it's really going…
Federal pressure on crypto and state-by-state adoption
- 0:36:18 Kool No. Bro, they they do get it. They do get it, bro. They they they... The weed industry went through the same thing, exact same thing. The banking industry also went went through the same thing. This is nothing new…
- 0:40:33 Kool Well, to to to to show you to show you how how much hate you have from NMS, That's my... I I made it sweet, like, for a series of... Almost a month ago. That's my most viral tweet. Was... They hate... I just put, like…
- 0:41:14 Dave But that's the thing. Right? Like, I actually thought about that cool because I I remember every time I used to tag MetaMask, you know, he used to get, like, all the things in the comments being like, oh, yeah. Call…
PYUSD on Solana passes PYUSD on Ethereum, and why stablecoin competition matters
- 0:42:18 Dave He's like, I'm getting, like, two legs, bro. Fucking shit. I'm a... You know what? Well, maybe dog pictures. Maybe if I start putting Bubba underneath, like, my actual post, maybe that'll work. I don't know. Who knows?…
- 0:45:00 Kool Yeah. Sorry, sir. I'm I'm here. This this... I'm here. Phone, it just keeps all the time. So it's a big news. It's a big news. So so I don't... Look. To be honest, look. You know, you guys know I'm I'm I'm a Ethereum…
- 0:46:10 Kool 15 late shoes. If you add up all the, the the still called volume or the TBL, it exceeds anything out there combined. So I... So that's what, like, what... That doesn't make sense. Like, Ethereum... People people are…
Stablecoins as a safe haven, and treasury-backed vs cash-backed reserves
- 0:48:22 NatNat Yeah. I really like the story with regards to how quickly things are happening for the stablecoin world. My question is, could stablecoins be seen as a safe haven during economic turmoil, especially what we see... What…
- 0:53:26 NatNat Yeah. Correct. In this case, based on everything that we're seeing in the massive devaluation of the... Of USD, treasuries might be a little safer.
- 0:56:20 Dave Yeah. If you remember what happened after bank... Silicon Valley Bank, they needed one of the oldest institutions ever with some serious name power, and they went to one of the, literally, the oldest and the most…
Meme coin segment with Voice G and Voice D on their projects
- 1:02:32 Dave Yeah, man. Let's go. No. This was the... Like, just so everybody knows, I actually own some of this token. Bubs, come here. I actually own some of this token. This is the only meme token that I actually ever bought…
- 1:04:22 Dave Let's go. Yeah. Yeah. That'd be dope, bro. That'd be dope. And I just realized something cool in that. We need a multisig, by the way. Like, we just need to create, like, an ATC multisig that... Oh my god. I'm gonna go…
- 1:09:56 Dave I'm excited for you guys, man. If... Obviously, like, we're here to help. Like, I love I love... Like, look. Meme tokens are are are are not. Right? Like, teams that are out there hustling, like, I'm literally in your…
NatNat breaks down the CPI and core CPI numbers
- 1:14:19 NatNat Yeah. So the CPI numbers came out earlier this morning. The consensus... Overall consensus for CPI was 3.0%, and it came back at 2.9 largely because of the gasoline prices. Gasoline prices were down. However, a lot of…
US government transfers 10,000 Silk Road BTC to Coinbase Prime
- 1:16:41 Dave Okay. Check this out, Nat. I'm gonna hit you. I'm cool with this final thing. It... Because the... This just came through the wire. This is fucking crazy if this is the case. So... Oh my god. This is the title of the…
- 1:17:47 Kool I mean, of course, what else? They're sell, man. Mean, they already already started. I mean, that's what it's for. They don't just move it. Just move it. But I don't think I don't think people people need need to read…
Genius Terminal coming to market
- 1:21:52 Dave Let's go. I love it. Real quick. I also do wanna mention... Because I did post it to the top. It is the first or the second rather pinned over to the right. I... I've been working with these Genius Terminal guys for…
- 1:26:23 NatNat That's true. That's why everybody should come to this show because we break this down.
- 1:27:28 Kool That... That's cool. Isn't that crazy? You... That's crazy, man. That's nuts.
DeFi's expected comeback, Monad, and airdrop speculation
- 1:30:48 Dave Super, no. You said the you said the magic words. You said you said Monad, and my buddy over here, unless he's too preoccupied with with his beef and broccoli, like, he's a big, big, big Monad fan over here. So…
- 1:37:05 NatNat Let me ask you this. Right? So I've been working out for, like, almost two years. You know, tone fit, but no abs. Is it the rice and beans? Like, be honest. Because I eat rice and beans
- 1:39:26 Kool Yeah. Yo. It's it's it's 2024, man. People take all that stuff that they take in in Hollywood, Ozempic. Right? So what is Luna?
Short excerpts from the auto-generated transcript. Listen on X for the full show.