Dave opened the first show of the year while dealing with Pizza Pets chaos and seed phrase hunting. Bitcoin broke above 102000, with solid weekly gains across assets like ETH, XRP, Dogecoin, and Cardano. Kool noted the weird absence of typical tax loss harvesting in December and said he is running similar plays from 2024 but across multiple chains like Monad and Eclipse, while waiting for the Trump inauguration.
0:05:02Bitcoin breaking $102
Landy described strong runs in AI tokens like Swarms and advised using CoinGecko tags to find derivative AI agent opportunities tied to leading projects. Kool and Landy warned about rampant scams in AI agent projects, including hackathon rugs on Solana, and urged proper due diligence like checking dev history and wallet distribution.
0:08:28Higher lows, and price targets to $130
Landy agreed the AI narrative has room to run but said paying yourself along the way is key to avoid round tripping and noted volatility in names like NVIDIA. Landy compared the current liquidity cycle to 2020 and said the market is front running Trump agenda implementation, with retail expected to return once clarity and adoption accelerate.
0:19:57Deja vu from prior cycles and the importance of taking profits
Kool discussed Justin Trudeau resigning amid tensions with Trump comments on Canada becoming the fifty first state and buying Greenland. ALEX DAMSKER explained the Trudeau resignation stemmed from disagreements over handling Trump tariffs and clarified that the Greenland story is not a legitimate sale. Landy highlighted revealed FDIC memos from 2022 and 2023 directing banks to avoid crypto and said the Chevron and Loper Bright rulings should limit such agency overreach going forward.
1:00:52Kool's multi-chain strategy on Monad, Eclipse, Movement Labs and AI agents
Landy shared personal experiences with banks shutting down accounts tied to crypto businesses, leading to FBI and IRS probes, and advocated for Bitcoin DeFi to reduce such risks. ALEX DAMSKER called out banks acting as moral arbiters against crypto, unlike with firearms or legal gambling. ALEX DAMSKER described NFTs as baskets of rights that will power an asset driven economy beyond current speculative use and Landy agreed they represent untapped utility with layer one Bitcoin settlement potential.
0:82:11Deep dive into Pizza Pets mechanics, Pet Pulverizers, and live seed phrase hunting
“Swarms is ripping 500,000,000, by the way.”
Landy0:12:08Share on X
“Hey. We're part of the hackathon, and we're building an AI agent. Scammers. Motherfucking scammers.”
“The AI narrative, I think, hasn't even gotten close to peak yet.”
“If there's some kind of terrorist attack or something like that or a bombing... the meme economy will take root in a lot of those things.”
“It was an agenda to kill our industry.”
Kool0:55:44Share on X
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Show discussion, not financial advice.
