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Episode · Feb 13, 2025 ·

ATC: All Things Crypto w/Dave NatNat & Kool

On the mic

Summary

0:03:17

Market Feels Quiet But Action Brews

Dave recapped Coinbase blowing out earnings, CZ posting dog names, and a busy timeline. Landy noted Trump's agenda advancing via confirmation hearings while markets stayed relatively quiet. Kool said no top signal exists until protocols raise big money and institutions stay in control.

0:00:11Show opening with music and artist tagging

0:04:27Kool's return and family travel update

0:05:24Dave's LinkedIn activity and MetaMask interaction

0:06:40Recap of morning AI space with Viper and Crow

0:09:20

Yaps Platform Drives Crypto Mindshare

Dave and Kool praised Kaito's Yaps for rewarding quality Twitter content about projects with points toward airdrops. Dave explained categories, smart follower incentives, and using the pre-TGE mindshare map to find topics. Landy explored via referral, reviewed the leaderboard, and discussed AI adoption after initial skepticism. Bildo Verde and MOTIVATE asked about implementation for their projects.

0:15:40Stacks

0:23:08AI adoption journey and use cases discussion

0:29:22

AI Agents Raise Millions Fast

Dave highlighted Billy Betts agent raising at a $2M valuation by making its own bets to buy back and burn tokens. Kool and Dave discussed unique AI agent use cases like podcast hosts and automation opportunities.

0:34:32

Political and Institutional Buzz Builds

Landy discussed Cardano's regulatory timeline and swirling Elon-ADA rumors after Hoskinson's comments. Dave covered Ripple, Galaxy, and MoonPay's $160M Trump token loan story with Kool and Landy noting the power and speed of onboarding. Landy shared weekend talks indicating heavy institutional interest entering crypto from unexpected places.

0:41:02Institutional interest and traditional market observations

0:42:16Junie AI agent posting on timeline

0:45:11

Near Incident and NFT Token Launches

The group reacted to Near Protocol's livestream exposing explicit content with Kool advising getting a real partner instead. Dave praised LunarCrush as an alpha tool. Landy and Kool analyzed GameStop exploring a Bitcoin treasury and Doodles launching its token on Solana with 68 percent community allocation, calling both money grabs that reward long-term NFT holders but punish late buyers.

0:53:03LunarCrush as alpha tool and continued Yaps discussion

1:12:14

DOGE Progress and Pi Network Talk

Landy praised DOGE's transparency in cutting government waste and uncovering issues, with RFK and Tulsi now confirmed. A speaker and Dave discussed Pi Network mainnet migration, off-ramping difficulties, locked tokens, and speculation around its value. The show closed with a Monday preview featuring VanEck.

1:12:14Political developments

Key quotes

“No top signal until projects start raising money... As long as that keeps happening, there's no top signal.”

Kool0:07:53Share on X

“You wanna be right, or do you wanna make money? I wanna make money.”

Kool0:10:57Share on X

“I got 10k just from Berry Chain. I didn't do Berry Chain. All I did was talk about Berry Chain on Twitter.”

Kool0:12:05Share on X

“If you're literally doing nothing on crypto or Twitter all day, spend your time doing this. You'll educate yourself at the same time, put out good content, and this shit can reward you in spades. And I mean 5 figure spades.”

Dave0:19:00Share on X

“The Trump token onboarded 800,000 people in twenty four hours... it just shows how price goes up on a token. People want it, and you could really bring a lot of people into crypto.”

Kool0:37:42Share on X

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Show discussion, not financial advice.