On the mic
Summary
Hosts David Choukroun, KOOL CRYPTO and NatNat opened the day-before-election episode of All Things Crypto with talk about meme coin trading and Cool's new Stacks City degen streak. Dave gave a Thon update: Thon was up over 51% on the day, Thonswap had a soft launch, and he said talks with Tronlink and Sunswap were underway and a staking platform was planned. He also disclosed that he launched the Peanut token, and the panel discussed why the Peanut the squirrel story caught on so widely. Most of the episode looked at a week with both the US election and an FOMC rate decision, including hedging, possible Bitcoin price scenarios, and Landy's take on the Bitcoin miner electrical cost as support. The group also covered Standard Chartered's custody expansion, Circle's moves in Hong Kong, and a lighter stretch about parents, kids, and learning crypto. All of this is discussion, not financial advice.
Chapters
Show opens the day before the US election, with a welcome and a call to share the spaceMomentAt 0:04:07 on X
Thon update: up over 51%, Thonswap soft launch, talks with Tronlink and SunswapMomentAt 0:12:16 on X
Dave discloses he launched Peanut and explains what he did with the money from selling someMomentAt 0:23:09 on X
Landy asks for votes for Moist Sock retroactive funding through Zero Authority DAOMomentAt 0:29:14 on X
Chris Dixon donation to Fairshake, Standard Chartered custody raise, Circle in Hong KongMomentAt 0:50:57 on X
Key quotes
“What makes anything successful is the ease of use.”
NatNat0:14:25Share on X
“The best thing to do in crypto is just be hedged either way.”
Kool0:33:14Share on X
“The minute your portfolio hinges on a candidate or a person or a tweet or whatever, we're doing it wrong.”
“No matter what happens on on, Tuesday, markets still desire to make profits.”
Landy0:41:36Share on X
“Like, we can still do good things and still win at the end of the day.”
Dave0:23:09Share on X
Excerpts
Show opens the day before the US election, with a welcome and a call to share the space
- 0:04:07 Dave What's up, guys? Welcome. Happy Monday. And, boy, is it a happy Monday. It's a good day. It's a good Monday. I feel good. Sun's mooning. I got some peanut action going. RIP to the peanut, the squirrel, and the raccoon…
- 0:05:02 Kool Man, weekend was good, bro. Weekend was good. Oh, can't complain. I've just been pulling pulling this tomorrow for the past two days, bro. I'm obsessed I'm obsessed with Spok City. I'm I'm sleeping on Spok City, bro.
- 0:05:27 NatNat Yeah. We did get... It was it was so interesting earlier today. I I don't know if you saw this message, Dave, but I text... I wrote in the group chat. I literally asked Cool who is running his account. Like, is... Was…
Samara on getting rugged and liquidity leaving the meme coin trenches
- 0:06:37 Samara Yo. GM GM Dave. GM Cool. GM Nat Nat. GM Landy. GM GM guys. GM guys. Yeah. I saw Cool, like, just ape into random, like like, memes on stacks. So I'm like, let's fucking go. Like, bro, welcome. Welcome. Welcome. Welcome…
- 0:08:11 NatNat I think it's funny how Samara is telling people, don't DJ, and he's not being a DJ right now. But then cool turns around and full blown DJ and this is something you
- 0:09:07 Landy I'm an old man. I don't know how many years it's been since I've seen the sunlight, but I'm glad you're here to let me out.
NatNat on a week with both election day and a two-day FOMC meeting
- 0:11:13 NatNat I'm plot twisting everything, man. I'm kidding. I'm I'm just I'm just really looking at the markets. I think this is going to be a very interesting week, and this week is definitely one of those weeks that we want to…
- 0:11:46 Dave Oh, shit. This is gonna be like... Oh my god. This is gonna be... Oh my... It's gonna be a wild week. Yo.
- 0:11:56 Landy Fred on Thursday, We're gonna go out drinking. Yeah. Gonna have a few drinks on Thursday.
Thon update: up over 51%, Thonswap soft launch, talks with Tronlink and Sunswap
- 0:12:16 Dave But you can find him you can find him reincarnated on Stack City. I think Cool actually bought Cool my own, like, a a replica of Fred. But, yeah, that's on Stack City too. I'll post those links in the bottom and in the…
- 0:14:25 NatNat And I I think it's so important to know to know why ThoughtSpot is so it's so imperative and so needed around this time. Right? Because we have all of these tech builders and all of this doing a whole bunch of stuff…
- 0:16:04 Trav Bro, happy Monday. And, yes, I checked that joint out. Genius. I love it. I knew it was something. I was like, man, I I fuck with Dave. I'm riding with him.
Dave on Thon swap fees, a community multisig, and plans for a staking platform
- 0:16:49 Dave Yo, man. I can't tell y'all enough. Like, seriously, like, I genuinely can't, like, stress enough how, like, the belief from everybody and what community... Real community can genuinely do, and everybody on this stage…
Kool on the Peanut the squirrel story and why people latched onto it
- 0:19:28 Kool No. I I I did on my on my show, yeah, on Sunday yesterday, but not not not on on on you guys yet. But, yeah, no. No. It's it's it's become a a a crying, you know, It's it's it's become like a like a cult following in a…
Dave discloses he launched Peanut and explains what he did with the money from selling some
- 0:23:09 Dave One more day, baby. One more day. And FYI, everybody, like, yeah, we do own Peanut up here. I actually was the person that launched Peanut. So everybody ape in at your own discretion. Right? Like, I wanna be clear with…
- 0:25:15 Landy Nah. In in in all seriousness, the whole Peanut situation, the way that it's taken off is... To kinda echo what Kool was saying is this is, it's being seized on by people who are angry at the powers that be right now…
- 0:28:37 Dave what I mean? Goddamn it. But, yeah, we're organized. I'm actually organizing some meme coin spaces with him probably for next week, like some Solano ones, a few. I'm gonna try and throw Stacks in there as best I can…
Landy asks for votes for Moist Sock retroactive funding through Zero Authority DAO
- 0:31:16 Dave Let's go. Appreciate you, Landy. Even though I'm even though I'm dry sock mafia for life, everybody go support the moist. I don't know why I'm saying that. It just sounds terrible, but I gotta support my guy. It is…
Election and market scenarios, Polymarket odds, and hedging both ways
- 0:31:29 Dave Oh god. That sounds so filthy. Oh my god. That sounds so fucking terrible. Guys, I did have one thing. We gotta talk about some... Alright. So all the housekeeping items are done, out of the way. Well, let's talk about…
- 0:37:20 Dave That's a cool that's a cool problem, Nat. The cool does that shit all the time. He's like, guys. Guys. Guys. Listen. He gives people the mic for literally ten minutes apiece, and it's like, okay. If that's the way you…
- 0:39:41 NatNat And let's not forget, Kamala literally assembled the Avengers. Like, she got everybody from the Avengers on her team now. And Beyonce.
Landy on the Bitcoin miner electrical cost and key price levels
- 0:41:36 Landy Hold on. Let... Let's actually address the whole 40 thing because I keep seeing this floating around, and I think it's very highly unlikely. And I'm gonna tell you why from a fundamental point of view. Since... You…
- 0:46:01 NatNat Yeah. But, Andy, interesting enough, I was on... I forgot what social media... I think it was Instagram. I was I was scrolling through and I saw an article posted by one of the media outlets that states Goldman Sachs…
- 0:46:46 Landy Yeah. This is this is also another... You know, I think that, honestly, the the Fed, reaction to the elections or the Fed's plan, whatever they... They're planning, I don't think they're gonna be reactionary, quite…
Rate cut expectations for the Thursday FOMC decision
- 0:47:10 NatNat It is kinda funny. It's... I mean, you know what? I take it all with a grain of salt. Right? Because, I mean, at the end of the day, it's Instagram and social media and it's media outlets. Right? So we we all know by…
- 0:48:41 Dave No. No. You're good, Linda. I appreciate the take, guys. And then that... So what is the... Like, what's the street expecting? Not like Polymarket or any of other ones. Like, is the street expecting a 25 basis point…
- 0:49:10 NatNat Yeah. I don't I don't think so. Usually, they go hard and then softer, but who knows, man? I think at this time, they are really looking at these reports. Right? You know the reports that I always say, like, guys, this…
Chris Dixon donation to Fairshake, Standard Chartered custody raise, Circle in Hong Kong
- 0:50:57 Dave Yeah. This is gonna be interesting, man. It's really gonna be interesting to watch. I I don't know. Yeah. There's so much just, like, you know, up in the air, and, yeah, the rate cut thing is gonna be absolutely is…
- 0:59:58 Kool I don't think I don't think I received four... That doesn't make any sense, though, because to be honest with you, I'll just... If you think out loud, right, we've been in a high interest environment high interest rate…
- 1:03:23 Landy it's so funny. Oh, it's so great. But... No. I mean, I'm telling you right now, we see anything below the minor electrical cost. I'm gonna be screaming from the from the rooftops. I will be on my roof screaming into…
Parents, kids, and explaining meme coins and Bitcoin to family
- 1:07:11 NatNat My mom's Dominican. I tried to talk to her about it. She's like,. And she's just supporting me. She's like, I'm very proud of you. I'm very proud. I'm like, okay, mommy. Okay.
- 1:18:32 Dave Oh, guys. We have twelve minutes left. I can't go into any more real stories. What else is going on around... It's Sunny d. What's good?
- 1:27:02 Dave Cool. You see what's going on? All of this is... This all started when you started DJing at Stack City, bro. All started. You started this whole you started this whole thing, just FYI. When you said that with, like…
NatNat previews Friday's Hedera spotlight space
- 1:36:46 NatNat Yeah. So this Friday, you guys know I heard... I host my Herrera Spotlight every Friday. Last Friday, we actually had the karate combat. Two karate combat individuals, and their story was amazing. One of them got into…
- 1:38:01 Dave Let's go. Cool. Anything you wanna leave us with, my bro? Any YouTube? You're going live right now? Like, what's what's the schedule for the rest of
- 1:38:49 Dave Let's go, baby. Let's send all our bags to Valhalla. Hopefully, on Wednesday, we got some great news, and everybody's bags are gonna go to the fucking sun. Guys, go pick up some thorn. Don't sleep on us anymore, man…
Short excerpts from the auto-generated transcript. Listen on X for the full show.
Topics and tickers
AIAirdrops / TGEsBTCCircleCoinbaseCommoditiesDeFiETFsETHElon MuskEquitiesFedGeopoliticsGuests / AMAsHacks / exploitsHederaMacroMemecoinsNFTsOpenSeaPolymarketPrediction marketsRegulationSOLStablecoinsSuiTrading educationTrump
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Show discussion, not financial advice.