On the mic
Summary
This Halloween episode opens with Thriller and jokes about the ZPT "zero points" meme token, which Voice C describes as a joke launch that ran up on its bonding curve, with a promised airdrop for listeners who drop their Stacks addresses. The hosts then turn to the US election and the SEC, including a Wells notice to Immutable X, and NatNat makes the case for hedging rather than betting a portfolio on one outcome. A long stretch covers institutional adoption: Franklin Templeton's on-chain fund on Base, MicroStrategy's plan to raise more capital for Bitcoin, Landy's "Bitcoin singularity" idea, and Voice C's view of Bitcoin as a global liquidity index. Later segments cover TradFi earnings, Telegram tools and mini dApps, CZ's comments on human connection, how to approach bonding curve tokens on stx.city with caution, and warnings about impersonation scams. The show closes with Landy's Bitcoin monthly close levels and the Stacks Tiny Terrors NFT giveaway winners. All of this is discussion, not financial advice.
Chapters
Using Bitcoin appreciation to pay for a home, and Landy's Bitcoin singularity ideaMomentAt 0:48:03 on X
Key quotes
“Guys, your investment portfolio should not be clinged on being 100% right.”
NatNat0:33:58Share on X
“Whenever one company does it, others follow.”
Kool0:40:12Share on X
“Think that it's the network effect of Bitcoin that is gonna rule the day at the end of the day.”
Landy0:53:32Share on X
“I would approach it as spending money. You're taking a gamble. It is pure gambling.”
Excerpts
Halloween Thriller intro and NatNat's missing profits on a testing platform
- 0:08:32 Dave My god. That's so goddamn good. What's up, everybody? I had to do it. It was Halloween. It was the first thing that came to my mind. You can't not... You can't have Halloween without Thriller. You know what I mean? I…
- 0:09:40 Dave Ah, the perils of testing platforms. What are you gonna do? But fear not. Lazy Andy is here to call your... Wait. And let... I'm gonna say
- 0:10:15 Dave Yeah. Landy white as shit. That's for sure. You probably had two left feet. That's definite. It's not even a question.
Kool's unexpected airdrop from staking on eigenlayer
- 0:10:53 Kool Yeah. Yeah, man. Good. Good. Happy happy Halloween to everyone. Yeah. I'm good. I'm good. I can't complain. I got a nice little airdrop today. Unexpected. I didn't expect that. I was... I get a lot of unexpected…
- 0:11:14 Kool No. No. It's it's called the circuit. If you stake eigenlayer, they they air drop you tokens. I got it in two wallets, though. Yes. It's okay. Can't complain. It was a good day. What the fuck? No. No.
- 0:11:37 Dave Yo. Hook me up. What is this? Landy, let me find out. You airdrop fucking cool and that that z p t zero. Let me find out. Y'all airdrop that and cool z p t tokens. I didn't get a fucking dime. I'm gonna see what…
The ZPT "zero points" meme token origin story and its bonding curve run
- 0:14:20 Dave ZPT Togo. How how the hell do I not got an airdrop of this, bro? Like, what is going on to up 300%? Send to my wallet, bro. Like, what do you meet? Dave s t x dot b t c. Get on that. What are you doing?
- 0:16:21 Samara Okay. GM JM Dave. GM cool. GM Nat Nat. GM Landy, GM GM guys, GM. Yeah. I'm just here. The the the topic really, like, drew drew me in. So, yeah, hopefully, we're not going to zero. Hopefully, we're never missing 30 k…
- 0:18:08 Landy It was a scarf. It was a scarf from from from the con. That's what it was.
Kool switches his YouTube channel from fitness to crypto content
- 0:20:01 Kool Oh, yeah. Yeah. Yeah. Yeah. I mean, yeah. I mean, yeah. Yeah. So in my past life, I was a fitness in... Influencer, traveling the world doing fitness videos in Paris, New York, in Cali, a lot... All over the place…
- 0:20:55 Dave Let's go. Pin that YouTube to the top, bro, so everybody here can go follow you. Guys, go follow Cool Crypto on YouTube. Obviously, like, we wanna support each other out here. So make sure you pin that to the top, and…
- 0:21:39 NatNat You know what? I I I think they've been listening to this this conversation, and they heard all the times I said, vote for Jesus, no one has been texting me, bro. I've got no text from nobody.
Early voting turnout and a push to get out and vote
- 0:22:13 Dave No, bro. I am not... Yo. Hell no. But, yo, in all seriousness, I did I did go early vote for any of those. Yo. People are going out in droves right now, man. Like, I think there's something like 70 or 75,000,000 last I…
- 0:23:45 Landy just...... Interview. Oh. They edited the interview and switched... They switched out our answers for other answers because it
- 0:24:07 Dave guys surprised that YouTube even let it stay up there, no, like, this long? You know what I'm saying? Like, YouTube is usually quick to be like, oh, we gotta remove this. We gotta remove I did love the boss move that…
SEC defendants' legal fees and the Immutable X Wells notice
- 0:26:03 Kool Yeah. That's really messed up, man. I I didn't even I didn't even know about this. That... That's pretty crazy. I I don't know. I don't... Not much to say, man. This is same the same lawsuits that, you know, companies…
- 0:28:32 NatNat One thing to keep in mind, like we mentioned before. Right? The popularity vote. Right? Whoever is popular doesn't mean that they're necessarily going to win. Because remember, the electorial process is completely…
- 0:32:20 Landy People are ratcheted up too. I mean, you saw what happened in Pennsylvania during the f one race where, you know, they they had the chyron on the bottom where they were, quote, unquote, testing their election…
Hedging and downside protection ahead of the election
- 0:33:58 NatNat What I was going to say is, to everyone's point, this is why on a few shows ago, we spoke about the importance of hedging and having some downside protection. Right? Guys, your investment portfolio should not be…
- 0:34:34 Dave Big facts. Cool. I shot you to the cohost again. Zero, you back?
Tiny Terrors NFT giveaway and Franklin Templeton's on-chain fund on Base
- 0:37:32 Dave Facts. I love that. I'll give you this one. Zero. You're never gonna get this from me again. So revel in these in these applause. But... Yeah. Guys, listen listen to this. What... And, bro, this is where we talk about…
- 0:39:58 Kool Oh, yes. I saw these news earlier, and I actually made made a tweet about this, how RWAs are onboarding institutions faster and faster in every day, man. It's unbelievable. I mean... But this this is not the
- 0:41:10 Kool Microsoft. The reason why they're doing that because they've they've seen how much, sellers made for his company. He's 8... Oh, wait. They say almost 8,000,000,000 in profits, and he does... He's raising even more…
MicroStrategy's plan to raise more funding for Bitcoin acquisitions
- 0:42:50 Dave I gotta check Peak. I gotta check. I gotta see because I know they had their... I I don't know if they had their TG or if their TG is coming up, like, literally the first week of November. So I... I'm gonna stay on top…
- 0:44:34 Dave boy and and your boys and girls over here on hosting, you know we're gonna be able to contribute and buy some more. But what do you make of this micro strategy, like, buying another 4... Looking to buy another…
- 0:45:26 Dave Let's go. Cool. You like this acquisition. No? You like this news?
Using Bitcoin appreciation to pay for a home, and Landy's Bitcoin singularity idea
- 0:48:03 Dave So let me ask you this question. I wanna pose this genuine real question because here's the way I'm looking at something. Right? If things go... I don't wanna say according to plan, but, like, if they continue their…
- 0:50:06 Dave A half ago now. We were at 17 to 18,000. Like, what are we talking about here?
- 0:50:41 Landy So it's it's pretty interesting. You... You've heard me mention my my hypothesis that I've held for a really long time that I've started to term the Bitcoin singularity where everything is a race to settle on layer one…
Bitcoin as a global liquidity index and the 2% inflation target
- 0:58:56 Dave Back up the truck. Let's go, baby. I love it. I love it. I love
- 1:00:01 Dave Landy's not any smarter than me to invest in a Facebook IPO. Why do I gotta stick to buying lottery tickets at the grocery store? Wanna get into some bullshit. Videos? Uh-oh. No. No. No. No.
- 1:02:58 Dave I said I said I said send it. You know what he says? He's like, alright, bro. I'm a send you $5. I was like, what the fuck? $5.
TradFi earnings recap and Robinhood's plans for AI
- 1:07:31 NatNat Apple's earnings, they didn't really blow out, and, like, I'm assuming that's the reason why the stock market... Not the stock market in general, but Apple tanked a little bit. Amazon did beat. But the reason why all…
- 1:12:46 Dave I'll take it. I'll take it. I'll take it. Cool. I'm gonna send you the codes. I don't know what happened. Maybe you couldn't hear somebody, but ready for this one? Buy... And so, obviously, like, it's Binance…
- 1:15:35 Landy Everybody was trying to human connect with him, and they're like, hey, bro. How how are doing? I'm your best friend in here. Don't worry, but I'll show you the ropes.
How to approach bonding curve tokens on stx.city, and the risks
- 1:18:17 Kool So I do I do I do have a question for you guys there. You know, I know we we probably end in the next fifteen, twenty minutes. So so I know, the the pom pom on Stacks is live. Can you give your audience how to play it…
- 1:22:55 NatNat Yeah. So same thing is going on with XRP. Right? XRPL, a lot of tokens... I've actually found this out from the Hedera community. A lot of them that have, meme coins on HBAR, they have launched the the same meme coin…
- 1:27:22 Dave Fucking bullshit. I'm in there right now. Am I too late for Pizza Pets?
Landy's Bitcoin monthly and weekly close levels, then giveaway winners
- 1:29:31 Landy You want me to give a little market update? Because the monthly is gonna close in an hour.
- 1:31:59 Dave Let's go. Appreciate it. This just in, Twitter picker got got by the the the the ex litigation lawyer. So Twitter picker is no longer. Hold on.
- 1:34:53 NatNat Yeah. Guys, this this has been a fantastic... We we covered news, but we also covered some important topics. Right? We discussed trading and mental health, and we also discussed best investment strategies, short term…
Short excerpts from the auto-generated transcript. Listen on X for the full show.
Topics and tickers
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