Dave and Landy both fought a nasty illness hitting coasts nationwide. Kool shared vitamin C and D sachet tips to recover fast. Junie the virtual assistant mixed up the ATC monologue with Hermetica Hangout before resetting.
Kool highlighted Kaito opportunities and the new DYDX campaign on the platform, calling it the sexy girl in the club. Landy noted many tokens at resistance with Ethereum testing 2700, positive core inflation data, and Saudi Arabia's 600 billion investment news. MetaBeast delivered a satirical monologue on crypto history and cringe moments.
siddharth explained Believe's thesis that AI reduces need for VC by tying Solana coins to real projects with founder fees from volume. siddharth described NinjaChat as an all-in-one AI with real-time crypto and stock analysis using live data and sources. Fitted shared his background building the virtual closet app with computer vision that went viral and joined Believe for funding. Landy referenced an Arkham Intelligence thread on Believe traders and the ICM meta including a 24k to 600k gain on Gooncoin.
0:20:11Believe launch experience
Dave discussed Bitcoin and Ethereum price action.
0:37:58Leverage, and market sentiment
0:44:30Virtuals ecosystem, Kaito staking rewards, and AI agent developments
Kool observed massive funding into blockchains and stablecoin growth since Trump election, calling the market strange with the president promoting stocks. Landy reported Shake Shack now accepting Bitcoin at all locations and VanEck launching a tokenized treasury fund on Ethereum, Solana, Avalanche and BNB. Samara raised concerns about institutional Bitcoin selling impact and whether Trump influence could offset it while Landy explained low probability of forced MicroStrategy sales.
1:02:58ETF flows, and nation-state accumulation potential
Dave and others highlighted strong AI agent plays like Virtuals, Kaito and Tensorium with record volumes.
1:14:52Coinbase S&P 500 inclusion and implications for crypto public markets
1:31:32Robinhood stock performance, wallet features, and user adoption discussion
“The past seven days has been crazy for Hakai Do. Like, that's the... Right now, that's the the sexy girl in the club. Everybody wants that girl.”
Kool0:08:41Share on X
“I've been earning 17 percent on state Hermetica, so I am sitting pretty.”
Landy0:11:52Share on X
“Believe's thesis is that VC is no longer gonna be relevant for a lot of startups, mainly because AI has given a lot of leverage to single builders or or builders with really small teams like myself.”
Ssiddharth0:15:30Share on X
“Fitted is a virtual closet app. You upload your clothes. AI removes the background. You can make outfits. You can share those outfits. You can sell your clothes where you have an integration with Poshmark, and then you can share your closet with friends. So, like, think like Zillow for closets.”
FFitted0:24:30Share on X
“It was all a scam. The the sentiment on Ethereum was the lowest I've ever... I've seen in a very long time.”
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Show discussion, not financial advice.
