0:04:05BTC Hits New ATH Amid Buzz
Dave opened the show noting Bitcoin touched a new all time high near 77,000 on Coinbase. Dave announced Peanut partnering with Welsh, Leo, RU, and StackingDAO for bounties on Zero Authority DAO to earn various tokens.
0:07:49ATC reaches 62 episodes
0:08:35NatNat's paper-trading position heads toward 60k while she stays hedged on her real-money stock portfolio
0:10:21The Grass airdrop and the "sell half, stake the other half" approach
0:18:27FOMC Delivers 25 Basis Point Cut
NatNat recapped the FOMC meeting with a 25 basis point cut as expected and Powell stating he would not leave if fired. A speaker covered quantitative tightening still in effect leading to a slow grind outlook and noted the IWM breakout. Landy praised Powell's track record given what he inherited and discussed how DOGE could skew jobs data plus the treasury and Bitcoin proposal from Cynthia Lummis.
0:18:27Labor market
0:31:45Crypto Regulation and Leadership Talks
Speakers listed possible Treasury Secretary picks including Malpass and explained the CFTC handles Bitcoin while the SEC covers other crypto. A speaker shared a list of possible SEC chair picks including Hester Peirce. LionessX spoke on digital asset regulation suggesting the US copy Switzerland's framework from six years ago and called for bringing more women into crypto through competence and financial inclusion.
0:49:21Polymarket Gains Traction Globally
Kool discussed countries moving to ban Polymarket because they cannot control it and highlighted prediction markets as a path to mass adoption after it correctly called the election. Samara and others reacted to election results noting legacy media looked unhinged while X serves as a superior news source with Elon tweeting facts.
0:58:48Market Mindset and Trading Discipline
NatNat agreed that selling is half of investing and emphasized self discipline to avoid greed and enable long term success.
0:58:48Taking profits, entry and exit plans, taking out your initial investment, moon bags
1:17:47Copy trading risks, fake P&L cards, paper-trading accounts and organic followers