On the mic
Summary
This was the last All Things Crypto episode of the week, hosted by David Choukroun @DCBK2LA with co-hosts KOOL CRYPTO @koolcryptovc and NatNat @Natnatx007. It opened with BTC at a new all time high after touching 77,000 on Coinbase, along with updates on Peanut bounties planned on Zero Authority DAO. NatNat walked through the FOMC meeting: a 25 basis point rate cut, comments on labor, housing and sticky core inflation, and Powell saying he would not leave if Trump fired him. Other speakers talked about a likely slow grind instead of a parabolic run, possible Treasury and SEC appointments, crypto regulation, Polymarket and reactions to the election. The second half was about trading psychology: having an exit plan, taking out your initial investment, being careful with copy trading, and spotting fake or paper-trading P&L cards. All of this is discussion, not financial advice.
Chapters
Show opens: BTC new all time high, a touch of 77,000 on Coinbase, and Peanut bounties planned on Zero Authority DAO with Welsh, Leo, RU and StackingDAOMomentAt 0:04:05 on X
NatNat's paper-trading position heads toward 60k while she stays hedged on her real-money stock portfolioMomentAt 0:08:35 on X
FOMC recap: 25 basis point cut, labor market, inflation and Powell saying he would not leaveMomentAt 0:18:27 on X
Market outlook: quantitative tightening, a slow grind, unemployment claims and an IWM breakoutMomentAt 0:21:51 on X
Powell's track record, DOGE and how it could affect jobs data, and the treasury and Bitcoin proposal from Cynthia LummisMomentAt 0:28:28 on X
Possible Treasury Secretary picks, and how the CFTC and SEC split oversight of Bitcoin and other cryptoMomentAt 0:31:45 on X
LionessX on digital asset regulation, Switzerland's framework and bringing more women into cryptoMomentAt 0:36:48 on X
Taking profits: entry and exit plans, taking out your initial investment, moon bagsMomentAt 0:58:48 on X
Copy trading risks, fake P&L cards, paper-trading accounts and organic followersMomentAt 1:17:47 on X
Key quotes
“It's a crypto project on the mainstream. This is what we call mass adoption.”
Kool0:50:48Share on X
“Like, literally, buying is just 50% of investment. Selling is definitely the other half. Until you sell, it's not real money.”
NatNat1:02:32Share on X
“Discipline will be the one to help you click that sell button, that take profit button.”
Excerpts
Show opens: BTC new all time high, a touch of 77,000 on Coinbase, and Peanut bounties planned on Zero…
- 0:04:05 Dave Goddamn. I'm good. What's up, bro? My guys? What is happening? What is cracking? Happy Thursday, our last ATC episode of the week. And, boy, has it been eventful. BTC new all time high. I'm surprised Kool hasn't said…
- 0:07:04 Dave Me and Sunny. Good, guys. You should have been there in Millie's space. Landy... Lazy Andy was literally telling the story for, like, seventy four minutes, and I literally just hit the request button to go up and just…
- 0:07:18 Sunny D I I listened to a Landy space because Morgan sent it to me because... I think it was because you were in it, and then I ended up in it. But then I just ended up listening for, like, five hours.
ATC reaches 62 episodes
- 0:07:49 Dave Enjoying the vibe, bro. Cool. You wanna know something? You are now... You and Nat Nat are officially my top two cohosts of all time. So nobody has co... Cohosted more spaces with me than you and Nat Nat. So do you…
- 0:08:35 NatNat I'm doing great. My bid per position, my total right now is heading towards that 60 k area. I've had a fantastic... Yes. Don't be a hater. Don't be hater.
NatNat's paper-trading position heads toward 60k while she stays hedged on her real-money stock portfolio
- 0:08:35 NatNat I'm doing great. My bid per position, my total right now is heading towards that 60 k area. I've had a fantastic... Yes. Don't be a hater. Don't be hater.
- 0:09:03 Dave yourself and say, wait a minute. Should I be doing this in real life?
- 0:09:22 NatNat Yeah. And and I think because if it's fake money, I'm okay leaving it for longer. Like, I've left I've left all my positions in overnight, and I always wake up to some nice gains. But if it was real money, I would be…
The Grass airdrop and the "sell half, stake the other half" approach
- 0:10:21 Dave Let's go. And we're gonna get into... Obviously, some of the... And we're gonna get into a lot of the FOMC stuff. But first and foremost, I wanna tell y'all how dreams come true. Okay? For those of y'all that remember…
- 0:13:25 NatNat and anybody. Right. Right. And it it can... It... Like, that little piece of advice can change someone's whole life or whole perception on investing period. So I I I love that.
- 0:16:42 Sunny D You... That wasn't the laugh. Yeah. It look... It sounds like you could turn it into a straight dubstep track.
FOMC recap: 25 basis point cut, labor market, inflation and Powell saying he would not leave
- 0:18:27 NatNat Today was a very interesting meeting. Let me tell you guys, this was the most honest meeting that Powell has had in a very long time. He broke down the bad stuff. He broke down the good stuff, and there's... He even…
- 0:21:11 Dave Beautiful. And and, yo, leave Benny down there. Let Benny just chill and just let... I need Benny to just relax. He's requesting. So, Benny, I need you to cool the fuck off before you come up
- 0:21:22 Dave Trying to come in. Happened. I'm just saying. He's not... I'm not trying to have Benny come up here, unmute. The second he gets up here, I'd be like, yeah. Yeah. Okay. Start doing the the Dave imitations. Alright? So…
Market outlook: quantitative tightening, a slow grind, unemployment claims and an IWM breakout
- 0:28:07 Dave Wall Street, bro. I've seen them at Boiler Room. Yo. You name it, man. You come from the... Yeah. You come from this finance world, bro. These are, like, rites of passage at the end of the day. You need to, like, see…
Powell's track record, DOGE and how it could affect jobs data, and the treasury and Bitcoin proposal from…
- 0:28:28 Landy And not really. I mean, Nat and and Nat and Spread covered it really well. You know, there's not much that we weren't expecting that that did pretty much what the market was expecting. There were some that in... There…
Possible Treasury Secretary picks, and how the CFTC and SEC split oversight of Bitcoin and other crypto
Possible SEC chair picks
LionessX on digital asset regulation, Switzerland's framework and bringing more women into crypto
- 0:42:23 Dave to See? Let me send my new co... To my new cohost, Linus. Woah. That... That's it. I didn't say of ATC. I didn't of ATC. Everybody relax.
- 0:44:52 Dave Okay? Everybody just take it easy. Landy, I saw many hearts you were throwing up. You need to chill on the simping hearts. Okay? Number one. Take it easy.
- 0:47:03 Dave I dirtymacked it for a hot second. I definitely dirtymacked it for sure, Spread. I'm sorry, bro. Listen. Those are rules of the game. Stick movie.
Countries moving to ban Polymarket, and prediction markets as mass adoption
- 0:49:21 Dave I think it's I think we're a little too nerdy though here too. Right? Listen. I'm also like your list and stuff, guys, but y'all are fucking mad nerds right now. Ain't nobody in the listener wanna hear about who the…
- 0:50:22 Dave Yeah. Only poll worker would know that. You see that? It's inside info right there. Working the poll.
- 0:52:39 Dave yeah, I still... I mean, I really Motherfucker. You couldn't fucking resist, could you? You motherfucker. He couldn't resist it. I knew it. I knew he could. Yeah. Yeah. I'll be back. Piece of shit.
Election reactions, legacy media and X as a news source
- 0:53:33 Samara who voted for Kamala just has either, like, some mental disorder, like, or they're on drugs or something. Like, they just... They they just look unhinged. They sound unhinged. They sound like they're in la la land…
- 0:54:39 Dave oh my... People were, like, in hysterics, like, ass men, like like, literally coddling their wives. Right? Another reason why you should be single. I'm just saying. Coddling their wives because you never know. If you…
- 0:57:24 Dave You would know, miss. I'm holding down Diddy Mansion in story time. Okay. We saw you. We saw you, Nat, in story time. We saw you. We know.
Taking profits: entry and exit plans, taking out your initial investment, moon bags
- 0:58:48 Dave Together, everybody. Let's just cry together. It makes me feel better. Anyways, let's move on because I'm... Enough about lists of potential new replacements and crying Democrats. It is what it is. We're here. Like…
- 1:06:04 Landy Scared or excited, and then all of a sudden you look down and, oh, no. Where'd they go? They're all the way up in the
- 1:07:20 Dave I swear to god. But, yo, Linus, I don't mean to step on you. Go for it. That's what you was crazy. But, yeah, teach us the DJN ways, please.
Copy trading risks, fake P&L cards, paper-trading accounts and organic followers
- 1:17:47 Landy Just a quick note, if I if I may. Just quickly just quickly because you did bring up copy trading. One of the things that I will tell you as... This is a tip. Make sure they have history because there are people who…
- 1:24:24 NatNat But that... That's insane, though. I in in the stock market world, it's completely different. I did not know that you can do that with, 5 or $10 on Maxi because even with option trades, you have to pay what the options…
- 1:30:58 NatNat A lot more. I hate to break it to you. You're doing, like, forty five hours a day. You might have to ramp it up to sixty.
Short excerpts from the auto-generated transcript. Listen on X for the full show.