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Episode · Jan 22, 2025 ·

ATC: All Things Crypto - Markets Are Moving - The Trump Effect

On the mic

Summary

0:02:56

Samara Returns at 2 AM

Dave welcomed Samara back, and praised his extreme dedication for joining at 2:33 AM due to time difference. Kool, Sunny D and Landy joined for co-host intros. They discussed Texas snow records, and joked that Trump already solved global warming.

0:04:00Shoutouts, new faces, and overview of major news including Larry Fink at Davos

0:09:07

Larry Fink Praises Bitcoin

A speaker played Larry Fink's Davos comments on Bitcoin as a hedge against currency debasement, and asked if sovereign wealth funds could allocate 2 or 5 percent. Kool said the biggest fund manager becoming Bitcoin's top KOL means the game is over, and volatility will drop. Dave noted BlackRock's record 600M Bitcoin ETF purchase, and Landy reacted strongly against hedge funds taking his Bitcoin while acknowledging the need for on-chain auditability.

0:15:47

Supreme Court Tornado Cash Win and Ross Freed

AlphaGamer joined, and mentioned expected Trump executive orders. Dave covered the Supreme Court lifting OFAC sanctions on Tornado Cash, and explained how US Ethereum nodes could earn higher yields by sharing data with OFAC. Landy called it big for privacy, but urged the community to audit the code for backdoors before use. Kool and Landy discussed Ross Ulbricht's release after over ten years as a major pro-crypto signal from the new administration, with community support already flowing.

0:28:28

Dogecoin ETF Filings Heat Up

Dave noted Bitwise filing for a Dogecoin ETF. Samara said meme coins are gearing up for something parabolic, with the entire Trump family bullish on them, and called Ross's freedom beautiful. Landy and Kool discussed top Bitcoin holding countries, with Ukraine's surprising 46351 BTC stack, and explained it came from aid money and direct donations.

0:41:28

Ledger Drama Coinbase Apology

Dave raised reports of the Ledger co-founder being kidnapped in France for Bitcoin ransom. Landy called the story suspicious, especially since kidnappers demanded Bitcoin instead of Monero, and Samara said he uses SafePal. Dave covered Coinbase clearing its Solana backlog, with Brian Armstrong issuing an apology and promising native support. Kool and AlphaGamer said Coinbase prioritized its Base chain over Solana infrastructure, and this could cost them market share.

0:51:10On-chain pandemic simulation game “Infected” launching on Base

0:55:25Dogecoin as a longer-term play and multiple Doge ETF filings

1:04:12

Meme Mania and Davos Confrontation

Samara said Fartcoin staying above 1B market cap is beyond him, and that meme coins will go crazy. AlphaGamer said it succeeds because it is funny. The group discussed Ethereum Foundation drama, competition from Solana and XRP, and potential Trump reserve assets. Rebel News reporters confronted Larry Fink at Davos about Trump DEI and ESG, with Kool and Landy warning the journalists could face serious repercussions.

Key quotes

“Get away from my goddamn Bitcoin, you motherfucking hedge fund managers. This is bullshit.”

Landy0:12:25Share on X

“This is one of the reasons why we're probably not gonna see those 9% dumps anymore.”

Kool0:10:48Share on X

“This is a beautiful thing, man, having someone because he got two life sentences, man, for a nonviolent crime.”

Kool0:23:23Share on X

“Ross being free is really important... That is the biggest signal, I think, to the crypto industry that this administration has and wants the best for this industry.”

Landy0:27:01Share on X

“Everything's just so bullish. Like, it's just it's just fun to see with the whole Ross thing going on right now.”

Samara0:30:28Share on X

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Show discussion, not financial advice.