Dave opened the show noting the market was green and highlighted major news including Coinbase tokenizing equity, and a White House crypto summit. Kool said Robinhood listing Arbitrum marked the first L2 on the app and predicted more L2s would follow now that SEC pressure eased. Landy agreed it expands Arbitrum to a wider audience and noted Robinhood's rebound and giveaways.
0:03:47ATC show intro
Dave covered Nick Cannon launching a celebrity token and questioned if it was worth discussing. Kool said the environment now favors fundamentals over meme coins after the government picked winners for the White House summit. The group discussed Coinbase's app redesign and its plans to tokenize its own stock with Landy calling it inevitable and Dave saying it would bring accessibility to crypto natives. They also checked Kaito badges and yap farming with Kool and Samara sharing invite strategies from past airdrops.
J Dub introduced himself as founder of Heurist, a decentralized AI cloud sourcing GPUs for serverless inference, image and video generation, and agents as a service. He explained the platform uses open source models, distributed compute and lets users own and monetize their data. Landy asked about training data infrastructure and local versus cloud AI while Samara highlighted emerging GPU sharing projects like GMRX for monetizing personal compute.
0:35:21API usage
J Dub described HEU token utilities including payments for API credits, staking with 50 percent base APR plus revenue share, and an upcoming tokenomics revamp shifting from mining to staking. Dave shared his view on projects dominating the Kaito leaderboard like Alora, Zero g Labs, and now Heurist. Kool said he is heavily farming Union for its interoperability while Samara is focused on Union and Zero g Labs.
Kool shared the attendee list for the White House crypto summit including Brian Armstrong, Michael Saylor, and others with Landy expecting policy clarity on stablecoins. The group noted a narrative shift toward supporting real builders after Pump.fun revenue collapsed. Dave teased tomorrow's guest David McDonald and highlighted Vader AI's upcoming early access offering.
“Every single celebrity token has come out as they didn't rug hasn't done well if you didn't get it from the from the ground up.”
Kool0:19:28Share on X
“The moment Trump sent out that invites to those founders who come to DC, to the crypto roundtable, it means the US government has picked winners.”
“This stuff is coming. This was in an... It is... We're on the path. Like you said, it's inevitable.”
Landy0:23:07Share on X
“If spot price closes above, like, $93,000, things are looking, like, really spicy.”
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Show discussion, not financial advice.
