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Episode · May 12, 2025 ·

All Things Crypto:Altcoin Season About to COOK (AI Alts Melt Faces)

On the mic

Summary

0:03:35

AI Projects and Agent Hustle Insights

Dave shared deep research into early AI projects under 2M market cap with real technology. Adam McBride praised Agent Hustle for sourcing broad information beyond human silos and stressed human-AI collaboration as key to success. Dave highlighted Agent Hustle's free access via soul collateral and its integrations, including with AIXBT.

0:03:35Opening hype and Dave's deep dive into early AI gems

0:06:29Building a master list of sub-2M MC AI projects with real tech

0:07:58Tensorium performance and B2B partnerships

0:09:10Creator Buddy revenue model and explosive growth

0:10:45Fitcoin AI fashion try-on and resale data aggregator

0:11:50Hint (Hivemind) and using Agent Hustle for alpha

Moments0:13:02
0:16:32

Kaito Ecosystem Heats Up

Kool discussed Kaito's Virtuals Protocol partnership and multiple new launches, including TYDX and Magic Newton, noting NFT holders, yappers and stakers stand to benefit. Kkoma covered his Kaito points, upcoming launches like Axlerod and GPTY, plus Yap Market activity and cheap borrowing rates on Sonic via Aave. Dave and others reacted to Coinbase joining the S and P 500.

0:27:37

Macro Setup and Scam Warnings

Landy previewed CPI data, credit spreads and risk appetite while outlining the alt season setup. Sunny D detailed the Tron Mega Team proposal as an on-chain opportunity marketplace for bounties and governance. Kkoma and Samara warned about projects faking VC funding with photoshopped claims and called for better alert tools to protect communities.

0:27:37Coinbase joining S&P 500 and macro discussion

0:55:22

Kaito Project Quality Critique

Kkoma criticized low-quality Kaito projects like Neuson for non-functional beta products lacking basic features, such as profit and loss tracking. Adam McBride and others agreed many users chase airdrops without real product interest. Kkoma and Dave explained Kaito token utility, including staking for loyalty rewards, potential fees and early access to launches.

1:05:29Future ecosystem plays

Moments0:55:22
1:12:36

Wallchain Leaderboards and Referral Farming

one love highlighted Wallchain's Apechain integration and active quacking on the leaderboard for rewards ranging from hundreds to thousands of dollars. Kkoma described heavy referral farming on Kaito where some users earned nearly 2000 yaps almost entirely from referrals. Dave discussed the Believe app Launcher meta as a new way for social-native tokens to launch with built-in audiences and revenue from fees.

1:12:36Yapping

1:25:00Lunar Strategy example

Moments1:17:37
1:31:12

Wallet Security Best Practices

MetaBeast emphasized using separate wallets with unique seed phrases for safety, including burner wallets and bridging only from secure ones. Dave noted MetaMask recently added seed phrase import functionality and mentioned alternatives like Rainbow, Exodus and Rabbi wallets. The group stressed ongoing vigilance after past incidents.

Moments1:31:12

Key quotes

“I have been digging in these trenches, like, digging deep in these trenches to find the gems that I'm finding.”

Dave0:03:35Share on X

“It feels like you just throw things at a dart, and it'll go up right now in this market.”

Kkoma0:06:01Share on X

“A Solana token that actually generates money? What?”

Dave0:10:45Share on X

“There's no agent on Earth that's just gonna make money, and there's no human on Earth that makes money. This just makes you a better human.”

AAdam McBride0:13:02Share on X

“You can't take a break, man, because every single second is a new platform, a new project, launch of Kaito. You just cannot rest because if you rest, you're going to miss out.”

Kool0:18:29Share on X

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Show discussion, not financial advice.