0:04:02Trump Day One and Market Ties
Landy expressed thrill that Trump is delivering on his agenda despite no immediate crypto executive orders. Kool noted massive USDC minting on Solana and Coinbase app ranking surge, while stressing crypto is now fully tied to stock market moves. Dave and Landy discussed Brian Armstrong's WEF comments predicting Bitcoin at millions long term, and the current divergence between Bitcoin and altcoins, with Ethereum key to alt season.
0:09:18Trump token volatility and overall market correlation to stocks
0:16:38Backlash to ZachXBT Profits
Dave and Kool agreed the backlash was unfair, and that crypto has too many salty people, especially when retail is not making enough money. Kool said it is impossible to please everyone when money is involved, and that ZachXBT has done so much for the space.
0:16:38Backlash against ZachXBT taking profits from his token launch
0:24:58Trump token crashing from $48 to $32 after Trump says he knows nothing about it
0:27:30Demand for stables on Solana driven by Trump token activity
0:45:25Trump Token Volatility and Coinbase Listing
The Trump token crashed from 48 to 32 after Trump said he knows nothing about it, then recovered above 40.
0:47:48Ordinals market rally and ongoing discussion around developer profit-taking
0:60:23IRS Halt and Ross Ulbricht News
Trump halted IRS hiring, which Dave said is big for crypto taxes.
0:66:14Reports that Ross Ulbricht will have sentence commuted or be pardoned
0:70:47Stacks Yields and Metaverse Future
Dave highlighted over 50 percent APY opportunities in the Stacks ecosystem via Hermetica stablecoin, where users can borrow at 14 or 15 percent and net 35 percent. Kool said Stacks excitement has cooled since its upgrade, while Landy praised that unlike other Bitcoin L2s users can actually earn tangible yields and Bitcoin. Dave and Landy discussed the future of metaverse gaming and AI agents, saying the narrative is slept on, and that adding AI creates limitless possibilities.
