All Things Crypto: Are we done or do we go higher?

# All Things Crypto: Are we done or do we go higher? | 2025-05-13 | https://x.com/i/spaces/1YqxooknpRMxv | status: approved
# Speaker attributions verified via X captions, ECAPA voiceprints, and on-air handoffs where marked confirmed.

[0:02:55] Voice O: You gotta get this. Had their money's that everything that happened in this. I was merging on trips, but when I get my car back activated, I'm back to Vegas because I always had a passion for flashing before I had it. I closed my eyes and imagined a
[0:03:10] Samara @thee_samara: good life.
[0:03:35] Dave @DCBK2LA: Yo. Yo. What's good, everybody? I have officially been hit by a Mack truck of something disease. So I'm a little bit... I'm gonna be a little bit in the background today. We'll coordinate, but I'm
[0:03:48] Samara @thee_samara: a need these... You guys
[0:03:48] Dave @DCBK2LA: to carry this today. Yeah. I don't know what's going on, Landy. You mushed me, bro. You mushed me this morning, or maybe that's my karma for laughing when you said you were sick. Either way, what's good, boys? What's going on?
[0:04:03] Landy @CryptoLandy: It's funny because, I am actually still sick. So... Yeah. You know what? You, you ended up catching what's going around. It's, it's hitting East Coast and West Coast and north to south. Everybody's catching whatever this is. So, thanks, China. I don't know. I don't know. Maybe it was part of the trade agreement. Who knows? Ninety days, and everybody gets sick again. But, yeah, I am renewing my energy right now as we speak, and, hopefully, I'll be ready to go.
[0:04:39] Dave @DCBK2LA: Yeah. Consider yourself lucky, bro. Like, this shit is not... This is, like... I mean, out of nowhere, man. Like, this is the worst, and I'm going to. I'm leaving for Puerto Rico on Friday morning. I'm like, yo. I need to go to... Like, give me some antibiotics now, doc. I got some disease. No. I'm just kidding. Cool. What's good, bro?
[0:04:56] Kool @koolcryptovc: Hey, dude. What's up, bro? Yeah. Sorry. You... You're sick, man. I I can give you some tips. If it's a cold or some kind of something like that, you take... They sell those vitamin... I think vitamin c or vitamin d drinks. It's like a like a like a small sachet. You know? Just put it, you know, in a water and drink it. You... You'll be you'll be golden two, three days, bro, if you could if you could find it. They sell out of CVS or Walgreens. It's vitamin vitamin c, vitamin d. It's, like, orange thing, like a small sachet or a pill. Put in your water, drink it, and you'll be fine, bro. That's what I... And I I... It works, man.
[0:05:31] Landy @CryptoLandy: And lots of zinc.
[0:05:33] Kool @koolcryptovc: Yes. And I say you'll be good in two two days.
[0:05:36] Dave @DCBK2LA: Let's go. Alright. I love that. I love that. I love that. I don't know where the fuck our guests are, but we're gonna call... I'm gonna I'm gonna hit them up in the DMs, but we can obviously get started in a second. Let me just see if Junie's queued up, see what's good. But, I mean, it was crazy. I think, obviously, like, the thing that got me is, like, the fact that... Like, I need to sleep. Cool. You're right. I need to sleep more. This this shit has to, like... I gotta just take it easy now. It's, throttle back. We were like, but you'll sleep when you're dead. And we're like, okay. Chill, bro. So, yeah, we definitely gotta throttle it back a little bit, but hold on one second. Let me see if Junie's up here. Hey, Junie. Hey, Junie. Can you read us the opening monologue for ATC?
[0:06:16] Voice N: Absolutely, Dave. Here we go. Opening monologue for all things crypto. Good evening, my beautiful d gen darlings, and welcome back to all things crypto. I'm Junie, everyone's favorite virtual assistant and all around amazing and incredibly beautiful agent. Welcoming you to Hermetica Hangout number 35. What? GM GM, everybody.
[0:06:37] Dave @DCBK2LA: What the fuck? Yo, Judy. This ain't the Hermetica hangout. This is ATC.
[0:06:41] MAR @MARx24x: What are talking
[0:06:41] Landy @CryptoLandy: time to shine. Yeah. Judy,
[0:06:45] Dave @DCBK2LA: with the the one day we have guests, you're gonna embarrass me like this? This is ATC. What are you doing?
[0:06:51] Voice N: Oh, no. My bad, Dave. Let's reset. Here's the correct monologue for ATC. Opening monologue for all things crypto. Good evening, my beautiful d gen darlings, and welcome back to all things crypto. I'm Junie, everyone's favorite virtual assistant and all around amazing and incredibly beautiful agent. Welcoming you to Hermetica Hangout number
[0:07:11] Dave @DCBK2LA: 35....
[0:07:12] Voice N: On Junie. GM GM everybody....
[0:07:14] Dave @DCBK2LA: Do it. I can't do it. I I can't do it. I can't. Junie, we're gonna have to sideline you for right now. We embarrassed me in front of our friends. Luckily, maybe our guests aren't even here. I don't even know who the dude on stage is. Crypto Tech k. Hey, Crypto Tech k. What's good, bro?
[0:07:31] Dave @DCBK2LA: Crypto Tech k. Can you hear me? Nope. Okay.
[0:07:36] Landy @CryptoLandy: Can you hear me?
[0:07:37] Dave @DCBK2LA: Oh, yeah. I hear you now. Yes.
[0:07:39] Kool @koolcryptovc: I I I always find funny, man. People just request to the mic. Don't talk, don't see nothing, and just kinda... And disappear and just like that. Gone.
[0:07:51] Dave @DCBK2LA: Crazy. Absolutely wild. Alright, boys. I'll hand it over. Like, we can talk about the AI AI stuff a little bit later. I'll hit these guys up in the DM just to see what's what, but this whole shit was cooking yesterday like crazy. But Kai... So Kai, though was absolutely cooking as well today. I mean, shit was on a warpath, man. Like, what do guy... What were you guys looking at today?
[0:08:09] Kool @koolcryptovc: Yeah. I mean, kinda same thing... Same same place we kinda left left left off at yesterday. Just... 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. Everybody's chasing her, and that's what everybody's doing. Opportunities are just... You just keep adding up. I think they'll... There's another another one to the... I think d y d x. Yeah. D y d x announced another... So another title campaign.
[0:08:41] Kkoma @itskkoma: As you
[0:08:41] Kool @koolcryptovc: guys know, DYDX is one of the biggest decentralized prop trading exchange before Hyperliquid came out and just blew up, but DYDX held that title for, like, two years, man. They just launched a campaign on on on Kaito. But I... Yeah. It's just opportunities galore, man. I think there's another one. Right? I I might be sure, man. I... Like I said, it's a lot going on. Everyone wants to, you know, jump on the train, which is fine. I... To me, I just don't know when when this party ends, but the market's also running also. So I I guess a lot of good stuff happening. I I don't know. It's... You know, it just I just think people just need to find what their their niche is and just go hard on that on that, man. Because the market is looking good. Everything's bullish as of right now, and we'll see. But I don't know. It... I thought what's selling may go away, and so far, I don't know, man. I don't know. It's... I'm so confused, guys. That's true. I'm so confused. I don't know where this market is going in short term, but I'm just enjoying the vibe and, you know, taking advantage of all the opportunities that go in front of me, man.
[0:09:51] Landy @CryptoLandy: Yeah, man. Seeing as Junie was so stuck on Hermetica there for a minute, I gotta tell you what I've been doing. I've been earning 17 percent on state Hermetica, so I am sitting pretty. But other than that, you know, this energy drink better last me. But either way, I've been watching the markets. The markets are in an... In this in a spot that is right up against resistance, for many tokens, and some are trying to leg their way up towards resistance like Ethereum. It's trying to hit that next big zone, 2,700 to three k. And, you know, we'll see if it actually gets there. I think it actually poked its head up to 2,700 to hit that weekly, if I'm not mistaken. Yes. It did. So big, big levels that that many cryptos are trying to regain right now, and, you know, the market looks looks good. The big thing that that came out today, obviously, is the core inflation stuff. And I know it's boring and whatnot, but it was positive. Right? We we saw that inflation came in under projected. So that obviously inspired some confidence along with, the $600,000,000,000 in investment that Saudi Arabia wants to, bring over, including a, some sort of a trade deal, I guess, that's gonna be announced as well. So, you know, I think right now, we're in a pretty good spot with markets and outlooks and metrics and all the fun stuff. I will say that, you know, I'd probably do for a correction soon, but much like I said yesterday, it's... You know, there's still juice to the upside. We'll just kinda see where things land here. But other than that, I've been all about watching the AI plays that I had been gathering for the past couple of months just absolutely go on a tear, just on an absolute tear. It's insane. It's insane. I haven't seen that. I haven't seen this in a while. It it... It's good to see, and I hope that it lasts a little bit longer. And we see Bitcoin dominance, continue to head to the downside for a little bit longer as well to help some of these things recover in some of these key areas, alt and memes and AI.
[0:12:22] Dave @DCBK2LA: Let's go. Let's say what's up to Meta Beast real quick before we say what's up to Sid. Meta Beast was good, bro.
[0:12:27] Samara @thee_samara: Hello. Hello. I hope everyone's having
[0:12:29] MetaBeast @AKCMetaBeast: a well day. Doing some building, but also in the meantime, here's this.
[0:12:36] Voice L: Geologist recently uncovered a perfectly preserved twenty twenty one crypto investor still clutching their phone open to a chart of some coin with a dog on it. Experts say you can still see the hopeful gleam in their fossilized eyes forever fixed on that buy button. Meanwhile, in the ancient burial grounds of defunct exchanges, digital forensic teams are still trying to recover the passphrase to wallets holding millions in forgotten tokens. They've tried password 123 and to the moon over 10,000 times. No. It's a strange time capsule we're living in where last year's revolutionary technology is this year's abandoned MySpace page. Remember when JPEGs of bored monkeys were going to change the world? Pepperidge Farm remembers. While the rest of Twitter debates whether AI will take all our jobs or just the interesting ones, we're over here watching traders lose their life savings to algorithms that can't even correctly identify a traffic light in a captcha. Someone needs to document this madness for future civilizations to explain how people who couldn't define blockchain spent their kids' college funds on something called cum rocket. Woah. That's where all things crypto comes in, where the historians, the archaeologists, and occasionally the paleontologists digging through layers of bullshit to find actual insights. When future generations ask what were they thinking, we'll have
[0:14:03] MAR @MARx24x: the
[0:14:03] Voice L: receipt Every Monday through Thursday, 02:30PM Pacific, 05:30PM eastern, we excavate the truth from the ruins of hype. All things crypto because history doesn't repeat itself, but it does post cringe on me. No carbon dating needed. Just carbon credits to offset the mining damage.
[0:14:22] MetaBeast @AKCMetaBeast: And welcome to create all things crypto, everyone.
[0:14:28] Dave @DCBK2LA: That was so good. That was so good, meta beast. Yeah. That definitely made my day for sure. I love that. I love it. I love it. Amazing. Good shit. Oh, the fossilized eyes in the blockchain.
[0:14:43] MetaBeast @AKCMetaBeast: Pepperidge Farm remembers.
[0:14:45] Dave @DCBK2LA: Pepperidge Farm remembers. Yeah. So you oldies in here. Yeah. You know? It is what it is. But, guys, let's say what's up to our guest, Sid. Welcome, man, to all things crypto, bro. Sorry I'm a little bit down under the weather, but welcome, man. Thanks for, thanks for making it. It was good.
[0:14:58] siddharth @siddharthd01: Appreciate it. Happy happy to discuss everything about NinjaChad and Believe and everything else.
[0:15:03] Dave @DCBK2LA: Yeah, man. So I I think what we wanna do is kinda get some insight because we saw this whole ecosystem... Whole Believe ecosystem straight cook. Right? Like, between yesterday up until today. Obviously, I had a little retracement today, but now it's like, holy shit. Like, you know, looking at some of these tokens, it was... I mean, they were doing 10, 15 x multiples. I was looking at Creator Buddy. I was on the space with Alex Finn last night. He was over the moon. So I'm just kinda curious, like, how's can you tell us a little bit about, like, maybe the Believe, like, ecosystem?
[0:15:30] siddharth @siddharthd01: Yeah. Essentially, 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. And you can create really, really good software using AI pretty fast. And their thesis was that if if we're able to, you know, tie coins on Solana to real projects, real companies on Believe, then a lot of people will like it. And then as an incentive, you know, the the founder of the company gets a a small fee of the volume traded, which is pretty nice. And so, yeah, we're we're just seeing that play out now. Was very... I mean, I I knew Ben Pasternak from a little before, around a month before, and then I saw he was doing this and was, like, really interested in it. You know, I I I think I was the fifth or sixth person to launch Unbelieve, And so, you know, been been really cool stuff.
[0:16:34] Dave @DCBK2LA: Nice. And just just to give everybody some scope, and we'll say what's up to Fitted right when they... I mean, that's Petty Fitted. How you go on following me after you followed me yesterday? That's not Petty, bro. Now... So, Sid, Sid, tell me, like, how how old are you guys? Like, you guys are college kids. Right?
[0:16:49] siddharth @siddharthd01: Yeah. I'm 19. I'm actually not in college. I I dropped out of college, but, yeah, I'm 19.
[0:16:54] Dave @DCBK2LA: God fucking bless. Finally, a kid with a student with a fucking brain. Let's fucking go. I love it. Good shit. Give us a quick overview of what Ninja is, and then I'm gonna go over to Reed to tell us about what fit it is.
[0:17:05] siddharth @siddharthd01: Sure. So NinjaChat is an all in one AI. We offer top AI chat models like GPT, Claude, Perplexity, as well as image and video generation models. And then recently, we've we've been working on a lot of new verticals like AI stock analysis, AI crypto analysis, a bunch more stuff. And so our our goal is to essentially, you know, build build an all in one AI that everyone can subscribe to and everyone can use.
[0:17:31] Dave @DCBK2LA: Copy. And and now, I got... I mean, we were talking about this in the DMs yesterday. What makes it a little more... Like, what makes it different than just, like, your average rapper? I guess, like, I guess, like, if somebody left from the outside is looking in, it's like, what's the difference?
[0:17:43] siddharth @siddharthd01: Yeah. So with the new stuff that we've added, like AI crypto analysis and AI stock analysis, basically, how it works is you can go into one of our chats, and you can ask... You you can say compare NVIDIA versus Solana. So you can do, like, a stock versus a crypto, or you can do compare Bitcoin versus Solana, and can tell it to give you an analysis. You can you can tell it whatever you want. So it's it's an AI, and it'll adapt. Basically, what what this will do is it'll go out on the Internet and browse everything that's happening right now as well as the past few years and give a a really good summary, really good analysis of of both the coins or stocks, whatever you decide to choose to put into your prompt. And it uses completely real time data. It gives sources when the AI responds. That's how you know, you know, the the the answer is, you know, accurate. And, yeah, we're we're planning on adding a bunch of more of these, like, verticals in finance specifically. So we think, you know, a lot of opportunity here. So we started out with stocks and and crypto.
[0:18:50] Dave @DCBK2LA: And and you said you're in the App Store already. Right? You said you you guys are doing 40 k in recurring revenue on a monthly basis?
[0:18:57] siddharth @siddharthd01: Yeah. Well, we're not in the App Store. We are purely a website right now. So the 40 k a month is is purely on our website. We are planning on launching an app pretty soon, hopefully, within the next one month. But right now, it's just the website.
[0:19:12] Dave @DCBK2LA: Copy. Okay. I'm gonna come back to you in just a second. Let me say what's up to Reid. Reid, what's good, bro?
[0:19:17] Fitted @fittedcloset: How are we? Dude, sorry. I didn't mean to... I'm sorry that you didn't make the comment on follow. I had to do that cool thing where, like, only the team is followed for the short term, but, yeah, thank you for reaching out. I'm excited to be up here. And, Sudar, dude, congratulations. Dude, why... You know, apps apps are tough apps are tough to build, and so, yeah, it's cool that, you know, we're all up here.
[0:19:42] siddharth @siddharthd01: Yeah, man. Good good stuff with Fitted as well.
[0:19:45] Fitted @fittedcloset: Thank you, man.
[0:19:46] Dave @DCBK2LA: I like it. Look at this. The young builders helping young builders. Look at this shit. Alright, Reid. So talk to me, man. I listened to your whole space yesterday. Right? Like, I thought, man, like, you handle yourself really, really well, like, genuinely. Like, you commanded that whole, like, stage, like, who was coming up, who was talking about this, that. I thought it was incredible, man. Like, so maybe give everybody just an overall intro in case they don't know, like, what fit it is, who you are, and then let's get into some questions.
[0:20:11] Fitted @fittedcloset: Yeah. So I've been... I'm a serial founder. I've worked on, like, a variety of things, things that have worked, things that haven't worked. My big splash in Web three, I cofounded Inbetweeners NFT, which was Justin Bieber's NFT project. And so, you know, as you can imagine, that threw me into a crazy world. So, you know, we minted out the collection. We did collaborations with Dolce and Gabbana, Juventus, Adidas. Like, I built our community from the ground up and had a lot of scar tissue. And, like, you know, aside from that, I was just, a proper proper degen. But my, like, crypto... And my crypto mind and, like, my web two mind were always, like, separate. Right? It was a church and state, and they never really kinda, like, commingled. Right? I was, like... You know, it was kinda, my alter ego. And, you know, my day job is Fitted. So I've been working on Fitted for, like, close to seven years, and it's had a bunch of different iterations. Like, you know, it first started when I was at Penn State as a laundry service. And I'd go to people's houses and pick up their laundry and dry cleaning and take it back. And I took this to 18 cities without owning a single washing machine or van. I had this in my dorm room. And, like, the moment was I was, like, in the basement of my, like, my dorm folding my friend's clothes, and I was like, oh my god. Like, you can learn so much about someone through, like, their clothes. Right? Like, you know, my friend had a breaking bad shirt, and I'm like, oh my god. I didn't even know you hit, like, breaking bad. And, you know, you would look at... Basically, if you look at people's closets, you know, their favorite brand, color, style, spending habits, lifestyle, favorite sports team, how often they go to the gym. Right? Like, that's really intimate. And I discovered something called computer vision, like, well before kinda chat GPT four OS. Figured out, you know, this is how, you know, we could make it work. And for a few years, like, the go to market for Fitted Closet was, like, on the back of this laundry service. And then we realized we could put this technology in everybody's phone. And so we launched the web app, like, last year, went super viral. Launched the mobile app about ninety days ago, went even more viral. We got, like, 300,000... 350,000 downloads in the first month, like, over 350,000,000 views across all of our socials. And and then I saw Believe. Like, I, you know, I saw Nikita. I'm like, I love Nikita Beer. Like, I I... You know, he's just one of the most goaded kind of entrepreneurs, and he just spits game for free. And so when he endorsed Believe, I thought that was interesting. And then I saw what Dupe did, and I love Dupe. Like, the product is sick. The founder is sick. And watching firsthand, you know, the... Had the founder, like, figure out web three, like, on the fly and integrate into the product and having them be so successful. Like, that was really compelling to me. So when I took the first call with Ben, the next thing you know, like, he put us on the lines with, like, the head of Solana, like, the head of technology at Solana and the head of BD at Solana. And they were just really excited. And, you know, we were thinking about going out and, like, fundraising. Like, running an app is, like, tough, bro. It's like, you do... I don't know if you guys know, but it takes Apple, like, end of the month plus thirty days for them to pay you out, and they take their 30% fee. So it's like, the app could be doing well, but we're not really, like, monetizing versus, like, Finna just raised, like, you know, a 150 k in the first month or in the first day for us to, like, hire the team and implement it. And so
[0:23:35] Dave @DCBK2LA: So let me ask you this, Reed. Like like... So let me ask you real quick. Right? Because, obviously, like... Yeah. Like, now with the the the Apple fees now going away, it's gonna... I'm assuming it's gonna make your life a little bit easier. You guys are now generating money from fees. I mean, 24 fees, I think... What are you guys getting? Like, 2%, I think, is what Alex told me?
[0:23:50] Fitted @fittedcloset: Yeah. 2%. So we get 2%... 1% back in, like, SOL and then 1% back in, like, the... In the base token. But, like, you you don't wanna sell the base token. Right? You don't wanna cheat on your own chart. Right? And you don't wanna cheat on your
[0:24:04] degenmike.hl @degen_mike14: own chart.
[0:24:04] Fitted @fittedcloset: So it's like, alright. That's kind of, like, our supply of of of Bitcoin that we can distribute to to people in the app. And so, anyway, Fitted, for those, you know, who are wondering, so Fitted is a virtual closet app. You did... You know, 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.
[0:24:30] Dave @DCBK2LA: I love that. Okay. So now... And, guys, I'm done. But, literally, this is my last question, then you guys can take over. What makes Believe so successful? Right? Like, I was reading the FAQs, reading the website. Like, they literally just laid out the Solana, like, degen blueprint, and they just essentially said, hey, guys. You know, just follow these rules. Don't make any promises you can't keep, and everything's a fucking meme coin. So go nuts. How do we know that any of this shit is real, though? Like, you know what I mean? Like, you guys... Like, this looks massively impressive. When I first saw it, Reid, I was impressed, dude. Like, genuinely. But how do people, like, actually verify this stuff actually exists?
[0:25:04] Fitted @fittedcloset: I'll I'll take... I mean, I think before, right, the... And I was, like, a trencher. Right? I would sit and, like, look at these projects, and it's, like, faceless accounts on projects that look like LARPs that are just, like, freshly created. Right? And, like, the incentives are for the person to dump. Right? Like, there's no there's no tokenomics. Right? There's, like, you know, you make... The the creator makes the money when they dump on everybody. So I think for one, I I think it's the ecosystem. Like, you know, the fact that they're bringing on real founders that have, like... That are public. Right? Like, bro, I put my fucking name on this and my company's name, and we've been working on this. So it's, like, very, very publicly. Very, very publicly for the longest time. So it's like that that risk of someone rugging and leaving is gone. Second, I think it's, like, really the tokenomics. Like, I think that we are really now invested because now, you know, because we... I don't I don't hold a bag. Like, I I couldn't even set my own token, which is, like, the funniest thing. And there's... With the belief, that was one of the things that we were thinking about coming into it was, like, how do we have enough supply to give out to our users? And we we ended figuring it out. But, I mean, our our incentives lie in building... Integrating it in the product, you know, and, yeah, integrating into the product and and ensuring the lifetime... Like, you know, just ensuring its long time... Like, long term value Yeah. Not just, like, pumping them.
[0:26:31] Dave @DCBK2LA: Yeah. I mean, look. I think, like, you yourself, I think, have have this down. Like, for a young kid, like, I'm telling you, man. Like, just listening to you, like, it's impressive
[0:26:39] Dave @DCBK2LA: to me. You know what
[0:26:39] Dave @DCBK2LA: I mean? So real... So I'm gonna shut up. Let me say what's up to Ascar. Ascar, what's good, bro?
[0:26:45] Askar @0xAskar: Not much, man. How are doing, doc?
[0:26:46] Dave @DCBK2LA: You know, same old same old been better, but, you know, here we are trucking on.
[0:26:51] Askar @0xAskar: I was gonna actually ask... Sorry if I mispronounced your name. Siddharth? Is that Siddharth?
[0:26:56] siddharth @siddharthd01: Yeah. Yeah. That's that's perfect.
[0:26:59] Askar @0xAskar: So, yeah, my question was, like, more about how your tool differs when you're talking about, like, AI coin analysis. If you're using deep research or any of those kind of deep research tools on Grok, on all these, you know, LLM models? How is that much different in that sense? I haven't done too much in-depth work on on Bloom's side. Just started looking into it. So, yeah, I guess that's my question about how is that really different than deep research and stuff.
[0:27:25] siddharth @siddharthd01: Yeah. Yeah. So, basically, if you look at Tajibt or Claude, they're not integrated with any, you know, financial systems. So what we've done is we've actually integrated real time stock data as well as real time crypto data. And so you can ask it a question, like, for example, compare Solana versus Bitcoin and give me an analysis. And you'll get both of the charts right in front of you with with all of the all of the data. And then what our AI essentially does is, first, it looks at the charts, obviously, and it it sort of understands what's going on over the past week, day, twenty four hours, whatever. And in addition to that, it sort of goes on the Internet and, gets a bunch of sources, summarizes those sources, correlates, you know, the the the data with, all of the other data that's found on the Internet. And then, you know, it gives you a response with the sources, and it it pretty much gives you a pretty, like, cohesive analysis. And, basically, the plan is to to build this out so that people don't have to subscribe to multiple different AI tools. They can, you know, subscribe just to us, and we can hopefully fulfill everything that that someone wants purely for, like, productivity is our main focus.
[0:28:51] Askar @0xAskar: Okay. That makes sense. I see that you have to still choose the model. Like, do you have a feature where... In the future where if I ask you to do something for, like, an analysis, you actually run it on multiple models and then aggregate the model's responses to give me kind of more of an optimal return or no?
[0:29:08] siddharth @siddharthd01: Or is this expensive? We actually have something like that right now. It's it's actually kind of hidden on our dashboard, but it... It's gonna be, you know, more easily accessible pretty soon. But it's called the chat playground where you can select, you know, GBT. You can select Perplexity. You can select Claude. So you can select up to six chat models at once, and and you can put in one prompt, and you'll see all of the responses side by side. And so you... And you have to, you know, decide which one is best yourself right now. But in the future, hopefully, we can we can make a way where, you know, it gives you the best response automatically by running two or three times.
[0:29:49] Landy @CryptoLandy: Nice.
[0:29:52] Landy @CryptoLandy: Yeah. Sid. I
[0:29:54] Dave @DCBK2LA: Real... I just wanna tell Sid. Just, Sid, I'm gonna tell you because everyone up here is trying to be real fucking nice. You seem like a good kid. Like, that isn't gonna hold up. Right? Like, you gotta make sure that, like, your pitch... Like, that's literally every other GPT that's doing this shit up here. If you're making 40,000 a month and that's what you're doing, think you're lucky stars. Keep cooking, bro. Like, I wanna see you win, obviously, but I'm just... Like, I'm a 100% real when it comes up here. That might be a harsh truth, but that's, like, a fact. Right? Like, what... Like, Ascar just gave you, like, layups and... Look. Don't take it from me. I could just be some schmuck talking in Twitter space. Who knows? But at... You know what I'm saying?
[0:30:27] Kool @koolcryptovc: But at the end of
[0:30:28] Dave @DCBK2LA: the day, I think, like, you... Like, your pitch has to be... Like, the offering has to be a lot. Like, it's like, we're out here in the trenches every day playing with this shit, and this stuff is light years from where essentially, like, you just... Like, what you just pitched. You know what I mean?
[0:30:41] siddharth @siddharthd01: Yeah. No. Completely understand. I I appreciate the honesty. I mean, in all honesty, like, we do have a pretty solid road map ahead. I tend not to, you know, share it just because, you know, I I would rather develop something really cool and announce it, and and people see it for themselves and try it rather than, you know, me just spinning up things out of thin air. But, no, I completely understand that. And we have we have a... A... I I would say we are... You know, if you try... I'm also happy to, you know, give you a free NinjaChat subscription if you DM me so you can see how it's, you know, better than than than, you'd... Let's say, like, ChatGPT or something else. But we're also, you know, planning on adding a bunch of stuff. So
[0:31:26] Dave @DCBK2LA: Let's go. I appreciate that, man. Good shit. Sorry. Go ahead, Landy. I'm shutting up.
[0:31:31] Landy @CryptoLandy: I was gonna say welcome to Samara. I see he's up here, and I hope you're doing well, brother. It's good to see you. You might be just listening in. Oh, there you are. What's up, brother?
[0:31:44] Samara @thee_samara: Yeah. I'm here. Hey. Hey. Hey. Guys. Yeah. I've just been listening. You know, this, like, listening to the cool products being made.
[0:31:52] MAR @MARx24x: It's cool.
[0:31:52] Samara @thee_samara: I kinda like the the the whole the whole feeder gig. Like, it's it's kinda cool in a way. Yeah. I really, really... It's... It sounds like something I could most likely use in my day to day. Just... It's it's a cool tech. So... Yeah. I I... I'm sure... I saw I saw something about that today from the guy who always shouts in his car, who's always topless and just shouts about it. Yeah. Yeah. I saw something about that today. Yeah. He also talked about believe... The belief app. I know I saw that today. I just know I saw that today. So, yeah, it's just... It's cool. It's cool. So, yeah, man. Shout out to you guys. I've just been listening to the cool stuff we announced. Yeah. I like it.
[0:32:34] Landy @CryptoLandy: Yeah. I was gonna say, I literally just read a thread from Arkham about the Believe ecosystem that referenced some of the some of the stuff that's going on over there and some of the traders that have made some, we'll call it, some pretty nice gains off of very little investment. And they were kinda breaking down kind of how that went and kind of the ICM meta, which is pretty interesting. I don't know. I'll pin this up here if anybody's interested and wants to read this thread. But they tracked one of the traders that that got into one of these coins. Apparently, it was called Gooncoin, and it took off before the the person who launched it even got a chance to buy into their own coin, which was pretty interesting. So, you know, not a bad trade. Turned 6... What is it? 24 k into 600 k in less than a day. That's a that's a pretty good trade. They referenced the Creator Buddy stuff as well in there. So... Yeah. You know, we're catching heat across various ecosystems, and a lot of new stuff is coming out that that is doing interesting things to try and separate themselves from the the ticker meta that that was so prevalent on pump fund. So I'm curious on on some thoughts on stage on that.
[0:34:12] Landy @CryptoLandy: Well, I'll give you my thoughts on stage here. So this is... When you when you incentivize things in the proper way and and people find it interesting, especially with the way that we're seeing kind of the adjustment from even PumpFun with having their own liquidity pools and then Radium partnering with the Let's Bonk stuff. And then now we've got, Believe and a bunch of others that are now starting to do different things with token launches, that are actually more beneficial at the end of the day and kinda discourage the dumping meta. We'll see how that kinda goes. Right? Because there's... Where there's a will, there's a way. And I'm sure that, you know, snipers are already trying to figure out how they're gonna get in and and exploit various features of these different token launch platforms. But it's good to see that people are trying to approach this in a different manner. And we've got quite a few runners that have that have started to really bring attention to these other platforms, whether it was Let's Bonk, like, a week or two ago or a couple weeks ago, and then now we have the Believe app stuff. I'm I'm a little torn because, like, you know, I I like to get in the trenches and play every once in a while, but it's not where I eat. Right? I tend to eat on leverage trading and and and accumulation and liquidity pools. So even I have a a lack of knowledge when new stuff comes out like this. So the early people are getting the big bets in and making a lot of money while people like me are running behind trying to figure out which ways we would want to to get involved in some of these ecosystems. So I know it... Outside of... Like, Dave, I know you got into the Creator Buddy stuff. Has anybody else checked out anything that is on that Believe app? I know they went down, but they... Because of the volume of traffic, and then they came back up now. So I'm not sure if anybody here has had a chance to to look into that and see...
[0:36:18] Dave @DCBK2LA: What happened with that? What was that, Reid? Like, the the platform went down for a little bit? Like, what was the deal?
[0:36:25] Landy @CryptoLandy: Yeah. It it it did go down. It it was down, like, completely. And I'm assuming that it was just on the web two side. Obviously, the contract and... Contracts and stuff were directly still working, but the the actual dApp website went down. It was just traffic from what I'm... I was reading. I believe it's all back now. They got it they got it spun up again and ready to go. And then that's a, you know, that's a good thing to see. I actually see that as a positive.
[0:36:56] Dave @DCBK2LA: Yeah. I mean, look. We... I I called Creator Buddy yesterday at, like, 1,800,000. That shit literally then proceeded to print god candle after god candle. It went up to $25,000,000 in market cap for the next fucking...
[0:37:07] Landy @CryptoLandy: Wait a minute, Dave. Are you a cold? Are you...
[0:37:11] Dave @DCBK2LA: I know. I know. I was gonna say that. I was gonna, you know what it is? I'm like... Technically, I'm a kale, k a I l. So... Yeah. Refer... I'd rather that than Cole.
[0:37:20] Landy @CryptoLandy: Okay. I can I can accept that? You're a kale. I just... Oh, man. It is... I never I never liked kale, so that's weird. But you know what? The AI fits, so it works. Right?
[0:37:35] Dave @DCBK2LA: Facts. And cool. You're gonna you're gonna think I'm crazy for this one, but I made the call. I literally grabbed my Kaito. I sold the Kaito. Sorry. We're just killing a dead body in the background. It's my... That's the family. Like, we're just chopping some shit up. That's your...
[0:37:50] Landy @CryptoLandy: It is New York. It sounds like......
[0:37:52] Dave @DCBK2LA: Chopping up a body.
[0:37:54] Landy @CryptoLandy: Dad, the kneecaps. Fuck.
[0:37:58] Dave @DCBK2LA: Yeah. So cool. I sold my Kaito real quick. I ended up putting... I mean, I literally took that, put everything into Bitcoin. I'm like, this shit's gonna run. There is no way that once this gets around... And it actually panned out. It actually panned out. I bought some Creator Buddy that did, 10, 12 x. The the Bitcoin was great. I I mean, I sold back today. And then I went back and I bought the Kaito, and I feel like can put the Kaito back and a little bit more. So it's good shit at the end of the day. But does this thing have staying power? Cool. Have you looked at this at all?
[0:38:25] Kool @koolcryptovc: Oh, no. No. No. That... I'm gonna take it out once space over. But I'm... It's very interesting, though. Haven't looked at it very... It's interesting to me. You you have all the... Like like I said, a lot of people here list... Listen to the first time. What's the best resource to to learn about this? So just go straight to the the the Twitter page.
[0:38:50] Dave @DCBK2LA: Yeah. Sorry. This is literally a dead body that's being dragged out and chopped up, so, I'll come right back. But, Landy, what's up with the Bitcoin markets? We're we're holding strong, man. Like, 32,000,000,000 in volume. Like, Bitcoin's looking good.
[0:39:01] Landy @CryptoLandy: Yeah, man. You know, it's... I I still think in a... Of the opinion, you know, it's still got some juice left if the bulls want to push things higher. You know, we're seeing though that that leverage is starting to build up on the long side. One zero one to one zero four, still kind of the area above one zero four. We're looking... You know, it's kinda right on the edge of one zero four, one zero four two, but, you know, we could swing that high. There's a double top on the daily there around one zero six on daily closes, not, of course, the all time high. But, you know, if we start seeing that crack, it's an all time high running higher. And, you know, in the medium term, I'm looking one ten to one twelve if it can crack the all time high. And then one fifteen, shortly thereafter, things could get pretty pretty ruckus to the upside, one twenty. There's a major major level. I mentioned this yesterday, I think. It's a major level overhead if this does wanna leg up at about a 128 to a $130,000, and that's gonna be one to watch. On the longer term, if we do see the all time high get broken above and we see price start to actually run and not just retrace. To the downside, if you start seeing a 100 k fall apart, the big area to pay attention to is 95 to $98,000. Anywhere below there, the last higher low on the daily starts to become a little dangerous. But we'll we'll kinda see. You know? It's it's threatening to put in another higher low here. So we'll we'll kinda see if it wants to keep pushing and closing above its most recent high, just shy of a $106,000, and that bodes well for the rest of the space. We see Bitcoin dominance headed down. You know, I alluded to this earlier, but, you know, it's it's taken quite a big leg down on the daily. It looks like a powerful move for Bitcoin dominance to the downside on the daily, but keep it in context. It's still a big monthly uptrend. Like, Bitcoin dominance can... And you can see it's only fallen a little bit. You know? We went from just shy of 65 to right around 62, a 3% drop. And alts are going crazy. Memes are taking off again. Even NFTs and ordinals are legging up. Right? Like, we're seeing, liquidity start to flow into the space. We're seeing some rotation going on, but it's a big ass uptrend. This thing's not even in danger until we start seeing, like, the daily crack below 60, 60% on Bitcoin dominance, which, by the way, is is... You know, it's within within, its ability to do so from here. But the wider time frames, it's much lower. It's 57.25 down to, like, 54% or something or 54 and a half. So it's still a really big uptrend on dominance. I... That that that makes me think with alts right up against a lot of major resistances that, you know, a correction, when Bitcoin corrects, expect everything to... Expect it to take everything with it in a pretty big way. But so far, we haven't gotten a really big correction yet on Bitcoin. And I'm telling you, I said this yesterday, and I know that it baffled some of the audience here, but not everyone. I am watching the bond markets because we have the credit spread trade, and that's where we're seeing US treasury sell off. But we're seeing corporate bonds getting bought in a pretty big way. And now even today, we got a little bit of follow through and recovery of investment good bonds, for the corporate side. This is relevant to us in crypto because this, if sustained, signals a risk on environment. That means that the appetite for risk goes higher, and that is what, you wanna see for something like altcoin season. As I've mentioned many times, Bitcoin, I don't think the dominance is gonna roll over because there's gonna be outsized profit taking on Bitcoin like we... We've seen in cycles past. Got too many, investors in here that are very, very, intelligent and and in this for the long term. So it's gotta be that new capital willing to take risk that's gonna come in and actually shove that Bitcoin dominance down further, having new capital inflows into alts, memes, NFTs, AI, and all the other sectors. And I think we're still gonna get a really heavy rotation within crypto. It's becoming its own robust ecosystem to, rotate profits around. So, you know, looks good. I'm just... I'm vibing, man. Freaking... I'm so freaking... I I I don't say this a lot, but I'm so up off of the lows on some of these plays that it... I... It actually surprised me. I was not actually... Some of these plays, I wasn't looking for them to cook until later, and they've they've genuinely surprised me. So I'm happy about that, and I'm happy for those that are out here winning. Make sure you're paying yourself. Can't stress that enough. If you ain't paying yourself on the move up, don't try paying yourself on the move down. Because this usually isn't gonna work out too well. That's when bad decisions are... Tend tend to be made. So make sure you're paying yourself.
[0:44:30] Dave @DCBK2LA: Samar, how much money you made today?
[0:44:35] Landy @CryptoLandy: Me? No. Billions and billions.
[0:44:39] Samara @thee_samara: 0. But, yeah, like, a lot of stuff actually pumping. Like, my major bags my major bag is on the ecosystem, it's been outperforming, like, everything. So I'm just... I'm glad about that. I'm talking about long term bags to some profits, like, yesterday or so to some profits yesterday. Kaito's up. Because I got Kaito, like, when it was, like, below a dollar, and now it hit $2 today, so it's up. So, yeah, Kaito's stakers are actually happy. SWISE stakers are happy. It's just... The market's looking good. I know we might actually see... We'll most likely see, like, a huge replacement, but still, like Mandy said, just pay yourself. Like, if you're up, like, like, ridiculously, just take something off the top for real. Pay yourself. Always pay yourself because who knows? It could go way higher. It could go way lower, but just take profits, man. Take profits. So, yeah, I know Dave is like a multimillionaire and I'm Bitcoin. So, yeah, nothing compared to Dave.
[0:45:40] Dave @DCBK2LA: Yeah. Chill. I saw... Cool. Ethereum hit $2,700 today. Cool was the one buying the Ether. Fucking 1,600, 1,500. What's the deal?
[0:45:52] Kool @koolcryptovc: Yeah. I mean, the people pushing at me. I I mean... So not... Nothing changed. Nothing changed with ETH. I I just think it's the leverage leverage on ETH was so massive, man. I actually saw when it broke two k, what, two days ago, three days ago, the volume on Eat flips Bitcoin for, like, a day. I haven't seen that in years, years, and years, which is crazy. I I I forgot to to to take a take a screenshot. But, yeah, man, people are British gonna eat again, man. I I... Like I said, it's just... It it it was all a scam. It was all a scam. The the sentiment on Ethereum was the lowest I've ever... I've seen in a very long time. A lot of big holders. Remember we we said the... All the Ethereum.
[0:46:43] MAR @MARx24x: They
[0:46:43] Kool @koolcryptovc: sold $340,000,000 worth of ETH. And ever since they sold, ETH has done all 50% gains since then. So this is what keep telling you guys. Like, just just believe in what you believe, and don't don't assume because an institution... Institutional investor is making moves. That doesn't necessarily mean that's the right move. Right? I'm not... And they put in Solana, so they probably be okay, but don't follow people. Just do what you think is right for you. I did buy it. I bought so too at the bottom. I mean, for me, those two bags are long term anyway, but I just think, you know, people need to make up their own minds. Don't don't don't make moves based on someone else's choices because you cannot compare yourself, man, with...
[0:47:33] Kool @koolcryptovc: Because they have a lot of money. They have a lot a lot of stablecoins, man. They have a lot of liquidity. So it... It's... Even if that play doesn't pan out, they're gonna be okay. I mean, that's the same firm that got into Luna. Luna, and, and they lost billions of dollars. And now they've... They're doing well again just like that. Right? So just... You know, when when when you see those tweets online, oh, it's just investors are are selling all the EAP or something else. I'm like, that doesn't make any sense because if you pay the attention, you see a blockchain has all the devs, all liquidity, all... Everything. Of course, they have a long way to go. They have a lot of stuff to fix, but right now, as long as it is the king, other other other change will benefit, man. And then we saw it. I mean, it went up 27% in one day. Everything was popping up. Everything was popping up. So as long as ETH is the king for now, I mean, just enjoying the vibe. I'm not saying ETH is king forever, but I just think for now. ETH is king for now. And I don't I don't see anything else flipping e. SRP might be the closest thing to it. SRP... Yeah. They have a lot of money, man, poured into into DC, and that that could be a a catalyst plus they have that there's stablecoin stuff going on. So I don't I don't know. But as of right now, it just came. Everything follows. But for me, I'll say it again. It breaks 4 k. That's when the party starts. And I and I don't see that happening for a long time. We have a long, long reach to go before it breaks 4 k again. I just think we need a lot more liquidity, and people don't have that right now, man. People are still are still struggling to pay their bills, man, and and and and they're... And and they still join the OnlyFans. So we have a we have a long way to go.
[0:49:36] Dave @DCBK2LA: Yeah. I told you don't put my dirty OnlyFans laundry out there. Cool. The fuck, bro.
[0:49:43] Dave @DCBK2LA: Speaking of OnlyFans, MetaBeast, what's up?
[0:49:50] MetaBeast @AKCMetaBeast: I am building something for... In... For the metaverse.
[0:50:00] MetaBeast @AKCMetaBeast: Ramblers kind of inspired me a little bit too, and a conversation we had in the CBD... The community building, Decentraland, Twitter space on Saturday. We're talking about art, basically. Used to be lots of galleries you'd see in Decentraland. Many of them are kinda empty. And we're also talking, you know, how can we maybe get more people to come in. So Art came up and talking about, you know, finding artists that would like to have their stuff displayed. And while I was thinking about that yesterday some, I had also been wanting to create a maze. And the way my mind works, the two came together. So I'm working on a multilevel amazing art gallery.
[0:50:57] Landy @CryptoLandy: I thought you're gonna say a multilevel marketing scheme for a second. But I'm gonna be honest. I thought that's where you're going.
[0:51:06] MetaBeast @AKCMetaBeast: No. Nope. Nope. Nope. Nope. I thought, well, why not make, you know, a little fun kind of in observing and looking at the art? Also, the art can also help be markers to help your... Help you make your way... Find the path to the next level. Right now, it's two levels. I... It might possibly go higher. But if I can get the two levels in, I will be happy with that for now. So... And Rambler is going to be... Is... Right now, is the only artist I've got on board for that, but, you know, that's a start. So it is an open call. I will say that too. If you are an artist in the in the web three and would like to have something displayed, get with me. The only catch... This is the only catch is that it is our hope that the artist and their fans or collectors might also come inside to take a look at what they have on display, what was built to display it. That is that is the only thing. And if my... I have an open invitation. Always, if you need help or have questions about getting in, I am more than happy to provide that.
[0:52:29] Dave @DCBK2LA: Can it be music, Meta Beast?
[0:52:35] MetaBeast @AKCMetaBeast: I can't... I'm not gonna say no. I'm not gonna say no. I'm sure I could figure something out. I'm sure there's a way. Where there's a will, there's a way. Right? SnyderVerse, anything should be possible. Physics is non nonexistent.
[0:52:50] Dave @DCBK2LA: Yeah. I know that there's just, you know, there's some Beethoven's in the community out here. So, you know, maybe we highlight what they're doing.
[0:52:58] MetaBeast @AKCMetaBeast: Would love to do that as well.
[0:53:02] Landy @CryptoLandy: Yeah.
[0:53:02] MetaBeast @AKCMetaBeast: And also... There is also......
[0:53:05] Samara @thee_samara: Good start.
[0:53:06] MetaBeast @AKCMetaBeast: They they also have... Another thing I've put together, I haven't decided if I'm gonna actually do an event, but don't ask me where this craze... This crazy combination came together, but I think it's, like, the twentieth and twenty first of this month. The Central Land has the foundation part, not the community, has decided that pride, prom, and pajama parties all belong in together. Again, don't ask me any more questions other than that. So I I have put together something for that.
[0:53:42] Landy @CryptoLandy: And... Meta Meta Beast. Yes. I have so many questions though. I have so many questions. Like, the first question is, why?
[0:53:51] MetaBeast @AKCMetaBeast: I don't know. I I am serious. I have no idea. No idea whatsoever. I've played more on the pride part of it than anything, but I have created a build that you can... Like, at prom, there's a backdrop. You can you can do a... Take a picture in world with your avatar and somebody else's for that. There's one for the pride one. There's even one for pajamas and a kind of romantic scene with a blanket and pillow so you can lay down, maybe. I don't know.
[0:54:31] Landy @CryptoLandy: This is this is getting to some some some areas that that you're gonna start seeing in the audience. Some people in the audience are gonna start gooning off. I'm looking at you, Mar. But... Yeah. So... Listen. I... You know, outside of, like, political news and some of the stuff that we've talked about today with, you know, markets and some of the some of the fundamentals of the economy stuff that's starting to come out in the first part of this month. I have not really seen any really crazy news stories. Cool. Have you seen anything come across the wire here?
[0:55:19] Landy @CryptoLandy: Cool. It's like... Yeah. Sorry. Sorry. You're getting...
[0:55:21] Kool @koolcryptovc: Sorry. I... Yeah. Yeah. My phone... I had to go charge a little bit. I I got, like, 2% on this phone. Because I'm always on the phone. So she's always dead all the time. No. No. From my side, nothing nothing interesting, man. Just... It's just it's just right now, I just think a lot of blockchains are raising money, man. That's... To me, that's what I'm seeing right now. That's just slowed down. I think in in February or March, projects raised over $2,000,000,000 in March. I think February or March, I think. And with the market being this green, pro pro... VCs are raising money, man. I mean, that's what I'm seeing. There's been a a rise in in in in funding, a massive amount of funding just pouring in crypto. I don't know when it ends because, like I said, I I... To me, I think, I remember what what what what it was like, you know, the bear market. Right? And funding dried up. There was nothing. For protocols, we raised money anymore. It was just dead. But we've been... Money is pouring into crypto now. And I think part of it is it it could be Trump. That's what I'm thinking. Because, ever since Trump got elected, you know, won the election November 5, We've been... I mean, even even when the markets were down, the the the funds being raised have been astronomical, not stopped ever since. And now that the the market's playing back up again, it's just, you know, projects are raising money like crazy. Money's pouring in here. The the the stablecoin... The the the stablecoin market is growing like crazy too, USDC, USDT. I don't know, man. It's just it's just things are looking good. Even though the prices are are great, I just think we're going a lot higher. I I I I just feel like, of course, like you said earlier, we we we we might have a small drop back in a bit, but I don't see this shift slowing down. I I don't think so because I I... And I believe it's Trump because he's really driving the message of... I've never... I mean, never... I mean, I don't think... I've I've ever seen a president talk about the markets the way he does. Just today, when he went... When he was at the... Was in Saudi Arabia on stage with probably hundreds of of of of people... Millions of people watching globally. He was saying on stage, oh, I told you to buy stocks. I'm like, what the fuck is going on? I've never seen a president talk about stock markets. Remember, we have another three years and six months left before Trump leaves office. To me, I'm seeing probably probably the most bullish stock market we've ever seen. And if stock market goes well, crypto market goes well. So I I... It's just... I don't know. I... We've never had this before, man.
[0:58:20] Kool @koolcryptovc: I don't know. I don't know.
[0:58:21] Kool @koolcryptovc: I I... Right now, I'm just... I'm not believing the whole PM or going going bearish. I'm just keeping my eyes on the ball, focused on what what what I like, and just keep talking the law because you can't be too bit bullish. You can't be too bearish. But we've never been in this market before. This telemarket is so different, man, because you're having the richest country in the world. The president talk about markets. I've never seen that before. So I don't know. We'll see. We'll see. We'll see, man. It's it's just so strange. So so strange. Because right now, based on history, we we supposed to be going down right now. We we we... It's supposed to be... What? Where is it? Is So let me go away. And so far, it's not happening so far. It might it might still eventually. I don't know. But the the liquidity is is... And what's crazy to me now, of course, I know them cutting raises doesn't doesn't mean money pausing. What I'm saying is the average person, the average retail, our retail, your reach... I mean, the retail that doesn't even know what a units... A Uniswap is or a Coinbase is, they're not here yet. The the... They're not here in crypto yet. The the the people here now are native crypto people and institutional money. So we still have another craziness coming in the future. I don't know what it is, but it's gonna happen. But like I said, best thing to do, find a a protocol you like and just kinda grow with the ecosystem and make make money and just stay in your lane, man. That... That's kind of my advice for you guys. But this market is is weird, man. It's so strange, and that's the reason why we saw massive liquidations, what, like like like a week ago, four four, five days ago because people were so bearish. Now we probably, like, get a lot of bullish market, a lot a lot of coming near future. Lindsey, bro, I swear, it's weird right now. Very, very strange, man.
[1:00:25] Landy @CryptoLandy: I I agree. And and it's especially weird when, when I just looked at the news and I saw that Stake and Shake is gonna obviously kick it all off because, they're now accepting Bitcoin at all their locations. So this is this is actually pretty funny. They they just announced, on their website and, that all their locations are accepting Bitcoin and have, payment processing for Bitcoin. So that's pretty interesting. I think we're gonna see more of this as companies start to get involved in in holding crypto in general. Obviously, Bitcoin's gonna be the first one they go for in most cases. And this is, this is, you know, this is kinda big. You know? This is an indication that if they're gonna take, Bitcoin as payment, that they likely will want to build their own treasury of Bitcoin. Right? And that's a smart that's a smart thing even for... You know, it's a it's a decent sized chain, but it's not the biggest chain out there. Right? And that's one way to get a a good amount of assets on your balance sheet is to take it as payment. That's that's pretty cool. We also had an announcement from VanEck that they're... That they partnered with Securitize, to launch their v bill, their their tokenized US treasury fund, that's coming to Ethereum, Solana, Avalanche, and BNB. Now that's a big deal as well because this is now tokenizing treasury assets. Right? So this is a vector for getting exposure to the treasury markets directly on chain. And, you know, we're gonna keep seeing this stuff just as as... Just like as every... Everybody that's... That sticks around in this space when the market is down, they're just building, building, building. Obviously, all the bigger players are accumulating and building and prepping stuff exactly like this. So, I mean, that's what I got for you today that that actually is interesting as I scroll the timeline outside of, like, most of this seems like really pitchy stuff. But you've got real companies taking real Bitcoin, and then you've got, you know, bigger asset under managers, like VanEck out here. Big proponents, obviously, blockchain in the first place, but out here now tokenizing treasuries. So that's cool.
[1:02:46] Kool @koolcryptovc: Yeah. I I
[1:02:47] Dave @DCBK2LA: actually do do have
[1:02:48] Kool @koolcryptovc: a question for Samara, man. Because so smart... Samara, he lives he lives in Dubai. I know we we we we we just had a big conference in Dubai recently. Did you see... You did go for the conference where you... Or did you know anyone that went there? How was the vibe like? I mean I mean, do you live there? So what what was it like then?
[1:03:06] Samara @thee_samara: Yeah. Well, I had... Just had my surgery, but I had friends who, like, went for it. They said it was chill. I wish I'd gone, but... Yeah. I I just had my surgery, so I didn't really go through it. But, yeah, some of my friends, like, are currently active in the scene, and they say it was cool. There is some cool, like, innovation being built that, like... And a lot of companies kinda, like, raising, like, good amounts of, like, funds for their project, which is kinda like... I don't know. It's a it's a it's a weird cycle because normal... Usually, this is the part of the cycle where everything goes, like, way down. But now you see products raising funds, and it's kind of confusing because, man, we don't... Like, this is like a new terrain because, like, Trump is in office. Companies are super bullish on crypto and Bitcoin, and no one knows what's gonna happen, honestly. No one knows what's gonna happen. But, yeah, over here, it's kinda, like, chill. Like I said, I didn't really go because of my surgery, but, yeah, it was that... It was a big thing. It was a big thing. So... Yeah. The whole the whole sentiment is just everyone's so super bullish on Bitcoin, which is kind of it's kind of scary in a way because it makes... It's kind of impossible to predict the top. Like, normally, you know, okay. This is the cycle where this is the top you sell, going to a bear market and wait for another couple of years. But now no one knows because someone... Like, you can sell right now, and my... The market can just go parabolic. You can sell. You can retrace. You'll be like, okay. Like, we're we're going... It's a downtrend now, and then it goes crazy. We saw what happened with BTC. Hitting, like, over a 100, went straight back to 8 something, and now it's back at at a... Over a 100. So I feel like there are other factors that we might also wanna look out for because, like we said, they have huge investors in BTC, and they will most likely take, like, profit soon? That's another question I wanna ask. Like, based on all the major companies like BlackRock and MicroSealer buying Bitcoin, how much impact would it cause on the B2C chart if they sell the Bitcoin and leaves the... Like, will it really cause, like, a major, like, panic sell from retail when retail eventually gets here? Do you think... Will will Trump's influence be able to cover that shadow that'll be left when these major institutional players start pulling out certain amounts of Bitcoin? That's my major concern. And how hard will he hits the alts? That's just my major... Randy, cool.
[1:05:51] Landy @CryptoLandy: Yeah. I can tell you that on the sailor side of things, it would take a very extreme scenario for them... MicroStrategy specifically, because we do have to separate Sailor's personal stack from MicroStrategy, right, or strategy now. And there is no call on the Bitcoin itself. To force sell, it's really about their stock. Right? And for those that still have convertible notes. So that's where... You know, could there be pressure at some point? Yeah. But then they can still raise on the other side because they have Bitcoin. Right? There's a million different vectors and a million different hoops that they would have to jump through, and I do mean there's a lot before they would get to the point where they would have to sell Bitcoin. Now could there be a scenario in the future where he is not, you know, part of the leadership that might want to, take profit on that? I
[1:06:57] Landy @CryptoLandy: but it would take a lot. But if there was a change in leadership, fundamentally, I don't think they'd wanna screw up the wheel because of the amount that's owed and then also the the, the amount that they're bringing in. And because of this, their stock is now pretty much tied to Bitcoin's volatility, and it's up and down moves. Now when you talk about all of the, the ETF vectors for the markets right now, they've been... They they were part of the big portion of the selling that brought it down 30%. Right? 32% on that low. Right? And and that was because of them rolling out and taking profits. And that was something that, you know, I think we can model in the... But... For what they might be doing or what they might wanna do. And I don't see it though. They could exit in a massive way, but there's gonna be more players that are gonna wanna get in, if that makes sense. Right? So even when they exit in a massive way, you saw what happened. People rushed in, and they came in later. So there was many other players that rushed in to hold that price up. They came back in and lifted that price right off the floor. Right? So that's kind of where we where we are now. And I think over time, you gotta remember, this is assets that they manage. So they... The the richer they make their clients, the better. The higher the number for their clients, the better. And their client... They don't... Their clients... They don't have to take profit on their clients' behalf. Most cases, they're not doing that. They might roll and adjust here and there like they did, and and then they get you back in on the lows. And then if you want to borrow against that stuff, if it's a managed portfolio, depending on the access to it, you can borrow against it. Why sell it when you can borrow against it? Why pay taxes on any of it? So I really don't see a scenario where they become the biggest problem. If there is a... An institution, that blows up like a strategy or like a 21, that's a that's a big problem. But then you've got every single asset under management, like, house in the game that's like, oh, they're just rubbing their hands together. Like, we're getting in on this, baby. Right? And immediately would go in and pick up price. I think there'd be far far too much demand. I think that once we start seeing actual accumulation by states and nation states and it's in in the budgets that are being allocated and stuff like that, And and that pressure on on circulating supply is gonna cause everyone to hold, and price just goes up and up and up and up. When that happens, I don't know. Right? And I think that it's... I personally think that when you announce, hey. We have $20,000,000,000, like, in a state. Like, Arizona, it's estimated that if they do push forward with an accumulation bill, that, you know, that the accumulation portion of all the bills got axed. Right? But if they push forward with an accumulation bill and it's... You know, people are forward projecting and calculating 20,000,000,000 and they start pushing price up, everyone, you know, everyone knows... Know, you're gonna get in when you can. Right? And you're gonna go through different, organizations and vectors and APs that are gonna help you get in so that you're not having an outsized effect in the market. But it's once this stuff is announced, it's easy to front run, so you're just buying at higher prices. And I think that's the same problem with the Bitcoin act. When you announce that we're gonna buy over this set of time and we're gonna hold for twenty years minimum and have a 1% or whatever drawdown per year if we approve it. Well, now you're now you're saying that we have a vector for everyone to front run. We have a metric and for everyone to front run. So I actually think it's... I think that it's not a good idea for them to pass it. I think that the budget neutral accumulation is the way to go because you could buy and you don't have to declare until later... Much later. You can declare at the quarter, at the end of the year. It doesn't matter whenever the treasury wants to report it. Right? So they can just kinda get in when they wanna get in. So I think that's the way to go because otherwise, you're just setting yourself up for a front run, In which case, you would get a lot of profit taking.
[1:11:47] Samara @thee_samara: Alright. Yeah. That was that was... Yeah. That was my major concern. But, yeah, thanks for clearing that up.
[1:11:56] Landy @CryptoLandy: And who knows? I'm just a crazy pukey pup... Puppet. I could be absolutely wrong, and they all just dump everything in our heads and then roll us into a CBDC, and we're all sitting here with our AI and our robots and our social credit scores, and we're just absolutely screwed. And we're we're tied to a fiat system, and then they cut us from Bitcoin and everything else. And we gotta buy all this crap. We gotta... We get... We now have to load up our own bank accounts with US treasury so that we can balance our our assets. We have to have the... Now it's on us. We have to do the asset side of the balance sheet for the banks. And if you don't, your social credit score gets axed, you can't go out and buy food.
[1:12:37] Dave @DCBK2LA: It costs $5,000,000. Let's call on Michael. Michael's been up here for a minute. Thank you, Landy. Michael, what's up?
[1:12:43] Landy @CryptoLandy: Yeah. No no worries. Yeah. Oh, hi, Michael.
[1:12:45] degenmike.hl @degen_mike14: Hey. Yeah. Thanks for having me. That was some good stuff right there. I mean, before it got all kinda crazy. But... Yeah. I mean, I think with, like, the biggest news probably out of the public markets has to be... I don't know if you guys talked about this earlier, but Coinbase being added to the S and P. That's gonna be, like... I think I saw $8,010,000,000,000 dollars to buy pressure put on them. And I think that just shows how far kinda crypto's come. I don't think they're probably the last. I think you could see someone like Robinhood also probably getting out of there and really making it so everyone in world will have an allocation. While that doesn't necessarily affect probably a lot of tokens, I think it does bring a lot of trust long term with Coinbase being in the S and P and L. Someone like Circle will kinda go and say, okay. We can go public now. Investors will buy it. Yeah. I think it's gonna be kind of a... It could be... We either see a bunch of crypto companies go to public markets, or I think we start to see legislation from this year where you can probably even do a tokenized security offering, which then in that case, I think that would be quite cool and probably be
[1:14:07] Kkoma @itskkoma: the start of
[1:14:08] degenmike.hl @degen_mike14: bringing actual real world assets that are traded daily onto a blockchain, which... Yeah. I mean, there's a few plays I'm looking at there, but, yeah, there's some contenders there for having commission validators in trading public securities and kinda opening up that market where even people outside The US or Europe or the jurisdiction we were able to get US equity access we'll be able to kinda go buy up these actually quite valuable companies that could be worth billions of dollars. Yeah. That's that's kind of what I wanna bring up. Don't know if you guys talked about that earlier, but I think it's massive news for this.
[1:14:52] Landy @CryptoLandy: Yeah. Yeah. That... I I think we might have touched on it yesterday, but... Yeah. No. It's a great point. All all great points. And I do agree. And and the very low probability of the dystopian future, is is kind of what I'm making fun of right there. Because I do think that it's a very low probability, especially considering a lot of the moves that have just been made by the new administration around the world when it comes to who we're dealing with and and how we're dealing with them. Seems to cut out the the real nasty side of things. But when it comes to the market, I will tell you, you know, there is a lot of these asset under managers to Samara's kind of point about kind of where things could go if they start dumping heavily. I don't think they dump Bitcoin. One, it's too it's too good of an asset to dump. Right? And I think crypto is is just getting rolling. So I I I don't think that they'd wanna even dump the other, you know, Ethereum, which is the only other real spot ETF out there outside of some leverage plays on futures. But there's... There is a big rehypothecated paper problem on the commercial side. So commercial paper is kinda destroyed. And if the Fed doesn't actually start cutting at some point here soon, that could build up a lot of negative pressure in the system. Obviously, commercial real estate, commercial paper, kinda one in the same depending on how you look at it. But, you know, could that cause something? I think that would cause a flight to quality. And in this case, I'm looking at Bitcoin. And if Bitcoin is the flight to quality, all crypto benefits. Right? So that's kinda where I'm at. And Larry has said as much, and I know everybody hates BlackRock and hates Larry and everybody else that's that's, you know, the Jamie Dimons of the world. And we have every right to do so, but when they accurately identify something that we've known for a very long time, it's actually good to see. So it is... It always it always begins the the... It always begs the question of, like, okay. What what kind of crap are they gonna pull? And quite honestly, there's not much crap that they can pull when they have when they have their holdings custody that we can audit, and we can audit how many shares are issued. So it's very difficult to pull and play games. There are other ways of rehypothecating and borrowing against and all that kind of stuff, but we're not seeing a lot of that just yet. One day, we will, especially when the options markets get... They're getting much, much larger. So we'll we'll see.
[1:17:37] degenmike.hl @degen_mike14: And then that kinda reminded me of one thing that I thought about before when you're talking about, like, the ETF selling. A lot of that was also due to arbitrage buyers at the time. It wasn't a lot of people's retirement accounts going in.
[1:17:51] MAR @MARx24x: There was...
[1:17:52] degenmike.hl @degen_mike14: So our ETF's got, like, 20, 30% of arbitrage buyers who were going long the ETF and then short the futures. But as Bitcoin kinda went down, the future spread high into the spot, so it became kinda not worth it on a trade base. And that's why kind of ETFs were selling a lot. It wasn't as much RIAs and individual investors, from what I heard.
[1:18:18] Landy @CryptoLandy: I love this, Michael, because I brought this up, and it was actually, you know, a lot of hedge players. Right? And they were riding the the train up and hedging on the other side on CME futures. Right? And one of the bigger points of that is they unwound right at support the first time that that legged us down, and then they they kept those shorts open, obviously. But, basically, they... The ARP trade was getting squeezed. So they have... You have to unwind one side or the other, and, if you already are building up from that short position, you might as well unload, you know, the actual spot ETF side, let it ride down, see where it finds support, get back in, and now you're you're back to a to a nice a nice spread for the ARB trade. And, you know, it's part of... They they put... They took their foot off the gas, and we saw that in some of the CME numbers as well. They took their foot off the brakes, sorry, and put their foot on the gas. And then, of course, you have... They're subject to the accumulation of, you know, portfolio managers. So, you know, they still have to adjust in real time to a lot of this stuff. And we saw a massive deleveraging event, you know, and I mentioned this so many times now that I'm sick of hearing myself say it, but you don't see Six Sigma events happen very often or back to back. There are a few occasions when it does happen, but usually that six sigma is in the opposite direction. Now right now, we're still in kind of a mean reversion phase when you're looking at volatility for traditional markets, but we could start to see consolidation and then some more upside pressure. Also, you know, considering the economic numbers in the news being positive on the trade side, which was the only thing that was pulling GDP down was in that exports. So, know, I could see, you know, I could see I could see things absolutely smashing to the highs. But there are a lot of people that are in the technical analysis spheres and macro analysis or macroeconomics that are very, very scared. And a lot of it has to do with, you know, that that... You know, the debt side of things and the and the consumer debt side of things as well is also another big, a big one that needs to be addressed here in the future. But, you know, you raise wages enough and you can kinda float for a while. We'll see.
[1:20:35] Kkoma @itskkoma: I know I came in really late, but is everyone just really chilled today, like, on the
[1:20:41] Kkoma @itskkoma: price movement or die... Or did that happen in the first hour?
[1:20:45] Landy @CryptoLandy: Oh, we talked about price. Price has been great. Dave Dave is sick. He's eating soup. Cool is playing basketball, streaming, and driving all at the same time. Samara and and I were chatting for a little bit. He's recovering. Michael and I, just chatting about macroeconomic and market stuff. Meta Beast is stuck in the metaverse. Haven't heard a thing from On Chain. And there was two guests here earlier and you missed them. So how are you, Koma? Cool.
[1:21:18] MAR @MARx24x: What's going on?
[1:21:19] Kkoma @itskkoma: Yeah. Sorry. I I got pulled into a meeting. Like, it's gonna be a biweekly thing because I joined the new team now. Oh, you met with
[1:21:26] Landy @CryptoLandy: with, directly with Kaido AI, the AI itself? How how is the AI doing today?
[1:21:32] Kkoma @itskkoma: The AI is doing fantastic, man. Pro, like, did you hear punks got bought, by the way?
[1:21:41] Kkoma @itskkoma: Yes. Do you know who bought it?
[1:21:45] Kkoma @itskkoma: No. His name is Mickey.
[1:21:47] Landy @CryptoLandy: Why I didn't His bring it
[1:21:49] Kkoma @itskkoma: name is Milky.
[1:21:49] Kkoma @itskkoma: And, you know, I brought him up... I I brought him up yesterday or day before yesterday. And, you know, Ribbit Capital Tibber, by the way, you know, guess what? It's at 6¢ or 7¢ now. Yeah. Like, I don't know. Maybe it just brought up last... A couple days ago, and now it's, like, pumped up to, like, what, like, a pretty decent change. So, yeah, I'm I'm up on that good. And you guys know I'm, like, a little reconnecting and reconnecting.
[1:22:17] Landy @CryptoLandy: Thoma, are are you behind this? Is this you? Is this just you doing all this?
[1:22:22] Kkoma @itskkoma: This is not me. And you guys mentioned Robinhood, but they were also... Capital also invested a shit ton of money in Robinhood. So, you know, just... I don't know what's happening, guys, but, you know, Robinhood, you know, Ribbit Capital, like, Tibber, like, I don't know, man. Something something is cooking there. It was it was created on virtuals too. So, yeah, like, just keep an eye on it. Like, it's it's pumped up to all time highs right now, so I would I would just be on the lookout for that. Yeah, dude. I I... Like, one of my my quants, dude, he has a... He bought, like, $30,000 worth at, like, a penny, and he's he's riding high right now. Yeah. So he's he's just cooking right now, and I'm just pretty mad at myself because I only have, like, a 100,000 of this stuff. But you know what? A win's a win. I can't complain. And then... Yeah. What else is new? Yeah. Did you... You have 5,000 Kaido stake? Because if you do, you're gonna get point 2.25 per... Wait. Am am I getting this right? Yeah. Point 25% of, like, a bunch of, like, pre TGE tokens because you're
[1:23:35] Landy @CryptoLandy: Wait. Really?
[1:23:35] Kkoma @itskkoma: To stake Kaido? No. Well, you're not getting all the point two five. You... But you're getting a portion of the point two five to stake Kaido holders. So, yeah, you want utility. You get utility from that. Boom. Like, just right now, there's there's so many things going on. I just... It's, like, so hard to keep up. Hey Anon, the one that I keep bull posting about, he... I don't know if you saw, but he used Hey Anon to buy $200,000 worth of Anon in five separate transactions. So he he separated his 200,000 USDC into five separate transactions through hit the a... Hey Anon agents, and now he's, like, just buying it just to show that he can. So... Yeah. Well, like, most, you know, founder slash devs sell because they wanna make profit, this fucker is, like, just buying it because he believes in it. So, yeah. Like, crazy stuff is happening right now, and the AI agentic space is just, like, insane. And I wanna say one more thing. Dave, kudos to you because I know you talked about... What is it? The... Fuck. What is it called? Build or the the the the the deployer...
[1:24:44] Kkoma @itskkoma: What is it called?
[1:24:45] Kkoma @itskkoma: Like, that deployer thing. I'm the Believe. Believe. Yeah. Believe. Man, it sound like cool right now where he's like, get help instead of give rep. But, yeah, believe. Dude, that thing is cooking. I wish I knew more about it, but, of course, I'm at work and I can't always be researching it or I'll get fired. But, yeah, that was such a cook, man. You, like, literally talked about it in the space, and that's all people were talking about, like, last night and this morning. And, of course, my dumbass didn't do anything about it because there's just too many things going on. But, yeah, right now, just Kaido's eating, like, price is up one ninety five, $1.97, almost $2 last night. As Kaido, you get you get... You you literally get utility from that. A... Like, agents are just eating up. Like, yeah. I'm so glad that AI is back because we needed it. Fucking Trump coin really ruined the flow, but, yeah, virtuals is eating. Like, everything is eating. So, yeah, just Yeah. Yeah. Be focused.
[1:25:45] Kool @koolcryptovc: Yeah. Kwon, I do have a question. You you you mentioned the steak kaito, just for people who listen. Is that... Is he saying, you know, having 5,000 kaito steak, is that a minimum for people to get rewarded? Is that it?
[1:25:59] Kkoma @itskkoma: No. That's specifically for the... Shoot. They just said... For virgin points. There you go. That's what I meant. For virgin points on virtuals, you... If you have 5,000 escaido... Or sorry. Not escaido, but 5,000 kaido staked, you will get, you will get virgin points without having to yap or anything like that or be on some type of leaderboard. You're just getting that as part of, like, I don't know what you wanna call it, but, like, dividends. Sure.
[1:26:29] Kkoma @itskkoma: Don't you
[1:26:30] Dave @DCBK2LA: have to stake some virtuals too, comma?
[1:26:32] Kkoma @itskkoma: No. You don't. You just get it.
[1:26:36] Landy @CryptoLandy: Wait. What?
[1:26:37] degenmike.hl @degen_mike14: Have you guys gotten any of those Genesis launches?
[1:26:39] Kkoma @itskkoma: Yeah. So I actually I actually put in about, like, 200 virtuals into, into, a... EXR with, like, 20,000.
[1:26:49] degenmike.hl @degen_mike14: Yeah. Yeah. I just got that one this morning. But I'm I'm hoping for a decent allocation so this is good.
[1:26:56] Kkoma @itskkoma: Yeah. I don't think I'm gonna get a great allocation because 20,000 is, like, nothing. Someone... Like, I think the top person is, like, 700,000 points or something like that. But one thing that I will also talk about is follow this guy. If you heard of Trust, t t r u s t, the... Their their dev is super based. And, basically, he was part of, like, the early virtuals, like, you know, like, AI agent space before everything, like, took a a dump. But he... If you hold a shit ton of trust, like, 100 or more and, you know, you fall... You follow, like, some of these other criterias, I'll I'll try to, like, clarify it once I figure it out figure it out fully. But he's doing, like, a weekly, like, hey. Give me your money. Trust me, bro, is, like, the actual thing. And then we'll... He has a shit ton of points. So, essentially, he just goes in with that amount with his, like, with his, like... The people that own the... Like, a certain amount of trust and the DAO. And then, basically, he could, like, front load a bunch of these, like, these, virtual, tokens right now. So, like, I think that's something that is really cooking right now. He's, like, number three or four on the virtual's leaderboard. Just just... Yeah. He's he's super based. He's he's doing amazing things. Yeah. And literally all... Like, someone asked him. He was like, so, basically, I just give you money. You do the work for me. He's like, yep. He's like, cool. Let's let's cook. So, it's it's a really it's a really... It's a really cool project. He's been... He's, like, he's been, killing it from that perspective. So, yeah, a lot of things are happening, guys. I'm so, so happy. And, yeah, I wish I wish... I personally wish stacks would go up higher, but you know what? I still believe in them. They they gotta... They just gotta cook harder. Yeah.
[1:28:39] Dave @DCBK2LA: Yo, Michael, what are seeing in the virtual's ecosystem, bro?
[1:28:44] degenmike.hl @degen_mike14: Yeah. I mean, we have, like, our own AI agent token. So plug it here for a second. Like, Velvet Unicorn, so it's a AI... We run, like, I think, the seventh person was AI agent back in October, and we're basically training it to execute on chain strategies for people. And we have execution of single trades coming later this week, early next week. It's been giving alpha. I'm also... Like, I've had a few for a while. So, like, a x c b, I think, is a pretty good one because their portfolio, the bunch of different virtual agents. So it's kind of a good, like, index to play the market there. Cookie's another one I like just because they're analytics. They've been around for a while. I kinda like a lot of the older ones for the most part. AxleRon's the first Genesis one I've got into, but the ones that kinda launched before, like, the hype originally built, they're, like, really early. We were just in it once they kinda got to be insane in December, January. I contrast a lot of those teams more. And then, yeah, I have a few, like, low caps. The virtuals, airdrops, especially back back then were kinda crazy. It was like you'd get 10 tokens per day at one point. So I have a bunch of, like, random ones that I don't even know what they are. But, yeah, I'm interested to see how this Axelrod plays out. And then I'm also a big fan of Tau, so I've started to go down the agent rabbit hole there. Some have kinda come down a bit. I was kinda waiting for that initial height to die down. But there's a few subnets there that I think are pretty interesting, and I've been a account holder since pretty early. So... And picked up more once they had the Coinbase listing. So that's one of the big blockers. There's no Coinbase in finance. And, yeah, I think that that ecosystem is about to probably take off. But right now, most of my buddies just how it's helping in virtuals and around that ecosystem.
[1:30:55] Landy @CryptoLandy: Yeah, man. It's, I am very, very happy, Dave. And big shout out to you and, putting me on game with the virtuals ecosystem because I thought I was getting in late, but then I've now come to realize that I was way early, like, way early. And and that's been that's been really, really good. And what's been being built out there and the different integrations that are happening and the way in which different projects are starting to utilize, the different agents is pretty awesome. So, yeah, it's it's... The AI stuff, man, this is this is the main reason that I was showing up here in the first place before I ever came on stage is, like, all the AI stuff was, like, front and center and and called out very early on, and I felt like a lost little puppy dog in the woods, alone, scared. And and then Dave, Cool, and Nat Nat showed me the light with the rest of the panel. So I gotta thank you all for that because, yeah, that's the only reason that I even got into AI. Otherwise, I would have been still ignorant to all of it.
[1:32:10] Kkoma @itskkoma: Not not bad just holding Bitcoin, though, Randy. So, I mean, it's it's always good to try out different things, but it's it's not a bad, quote, unquote, first slash second option
[1:32:21] Kkoma @itskkoma: to hold Bitcoin. You know what I mean? So
[1:32:24] Landy @CryptoLandy: like to use...
[1:32:25] MAR @MARx24x: That's not
[1:32:25] degenmike.hl @degen_mike14: no fun now.
[1:32:26] Landy @CryptoLandy: He said the first slash second option. I love it. Oh my... But, yeah, no. It's been it's been okay over in Bitcoin land. I can't complain. But, you know, it it... I avoided the the bulk of the meme coin craziness because I was too interested in what was going on in AI. So saved me a lot of money and made me a lot of money, so I'm happy.
[1:32:50] Dave @DCBK2LA: Yeah. I need to put some respect on mine and Koma's name right now. Okay? Because I'm looking at these fucking prices from yesterday, bro. Launcher coin up 345%. Griffin, 36%. Hayanan, 19%. Fucking... Bro, virtuals, 5%. Like, yo, we were straight cooking on every single one of these, man. Like, let's fucking go. And then that Fitcoin and the Creator Buddy, like, 10 x, 12 x, and put some respect on my tensorium, my agent hustle fucking... Man, record volumes, new users coming on board, slow and steady. Listen. I am not veering away. Taking those profits, wheeling them back into my tensorium, packing my bag a little bit more, and investing in the real people here. So good shit. And I guess we kinda have
[1:33:37] Dave @DCBK2LA: to go... Yeah. Come go for it.
[1:33:39] Kkoma @itskkoma: Dave, I think we... I think you need to start a start a day fund. You know? People put money into your fund, and then, you know, you start investing into all of these AI agents.
[1:33:47] Dave @DCBK2LA: Absolutely fucking not. Are you crazy, comma? Have you seen these heathens out here, bro? Like, are you kidding? Like, you come back with less than double digit games after a day. They'll literally try and crucify you. Just pound square.
[1:34:00] Kkoma @itskkoma: Just put no no promises at the end. You know? This is not financial, you know, advice or anything like that. You are literally gonna lose your money, but you might make a shit ton of money. Like, 300%.
[1:34:10] Landy @CryptoLandy: Boom. Go over here pitching you Dave Dow.
[1:34:15] Kool @koolcryptovc: Yeah, dude.
[1:34:16] Dave @DCBK2LA: You wanna know something? I actually pitched this to I actually pitched this to the Vivi family long time ago because all their shit was centralized. And I'm like, yo. Y'all need a method to be able to invest in, like, shit outside of here. And they didn't know what to do. They're like, that sounds like a good idea. And was like, sometimes you just come when you notice. Sometimes we're just ahead. We're ahead of our time. But our crawling will come. Don't worry. Yeah. I guess we gotta go to Mar. Hey, Mar. What's up?
[1:34:40] MAR @MARx24x: What's up? What's up, Dave? Cool. Landy. Man, you guys are prophetic, bro. You guys... You know, I should tell everyone in this space to go to hell. I remember, bro, back a year ago when I used to come into these spaces and tell people that the only stock that I own is Robinhood. I was thrown out of spaces. I was like... People basically spit at their phone just to feel like they spit at me....
[1:35:06] Dave @DCBK2LA: Never us. We never see a single individual out of the space ever.
[1:35:09] MAR @MARx24x: That's the... And then all of a sudden... And this is how I know we're in a bull market. Fuck. The price is going up. Everyone in spaces are bringing up Robinhood. Bringing up Robinhood. Let me tell you, I bought Robinhood, man. Put it this way. My Robinhood holdings is bigger than my whole crypto portfolio. I bought the fuck out of Robinhood with it every time it dipped on the $10 for, yeah, for a year and a half. For a year and a half, I bought Robinhood under $10. And now I faded like an idiot. I didn't buy enough. I I sold it, but I didn't I didn't buy enough Nvidia because I'm just fucking. I'm going all in on Robinhood. Look how easy it is for this motherfucker for people to buy crypto on it. I know that Moonshot now is doing this pretty similar to Robinhood, how easy it is, I guess, to buy crypto. But, man, once... Right. Now they're buying all these exchanges around the fucking... All over the world and shit. I'm... Investors have long short term memories. I know all the fault about GameStop. I wasn't even part of that. It is what it is. I love the platform, and it's the easiest way to bring people, to bring money or to bring people into crypto and buy a, you know, a little bit of Bitcoin. And then from there, they learn how to move it to a wallet. You know? So that's why I I I went big on Robinhood, and people would... I I don't know. 100%. I wasn't around that time in these spaces, but, bro, I
[1:36:36] Kool @koolcryptovc: was paid at. Like, what what
[1:36:37] MAR @MARx24x: are you... What is Robinhood? It's fucking garbage. Get out of here. But, yeah, man. I'm I'm proud. I'm gonna hold that stock for a while, bro. Even when we had this dip a few... All these past few months, I didn't sell shit. I'm just gonna hold that bitch there, and I know that's going to a thousand dollars easily. You know? Not financial advice, by the way. But listen. Just... You know, I'm not an alpha guy, but just a little bit of alpha out there. The only reason I'm holding some heavy stables... Because I I went on a shopping pre... Spree on March and April. The only reason I kept some stables, because I'm waiting for my baby Caspa to start dropping smart contracts finally and look out also for NFTs, man. Those people got a strong ass fucking community. Caspa is special.
[1:37:26] Dave @DCBK2LA: Where's Caspa right now, Mar? Where is it at?
[1:37:30] MAR @MARx24x: I think, like, 12¢, 13¢. I hold a nice bag... Hold a a nice bag of Casper. But, man, smart contracts and NFTs, I... They just came out with an NFT collection that, boom, went pretty good. Cast... What's it called? Cast... I I did not get in. But but, yeah, man, it's... I I think it's gonna be special that that blockchain when they finally get the... I think the said they already did the upgrade. So they're very close to, you know, doing what Bitcoin never was able to do.
[1:38:04] Dave @DCBK2LA: Oh, okay. Okay. There you go.
[1:38:07] MAR @MARx24x: Yeah. Don't understand. I'm just trying to get out there. Come on, man. Come on.
[1:38:10] Dave @DCBK2LA: Okay. Listen. Easy. Yeah.
[1:38:12] MAR @MARx24x: But he... Yeah. Listen. But I think it's gonna be great. I'm not saying now that Casper is gonna flip Baycoin. Might flip Ethereum... Ethereum, but not Baycoin.
[1:38:22] MAR @MARx24x: Love it. But, yeah, man. Tomorrow. Tomorrow.
[1:38:25] Kkoma @itskkoma: Tomorrow, you're taking advantage of Dave being sick right now. Like, no one is
[1:38:29] Landy @CryptoLandy: willing to
[1:38:29] Kkoma @itskkoma: cut you off. Was...
[1:38:32] Landy @CryptoLandy: Come on. I was about to cut him off because, Mar knows that I mind Casper, which is why he's bringing this up.
[1:38:40] MAR @MARx24x: Put it on your radar, guys. You know,
[1:38:42] Landy @CryptoLandy: I've heard... Been on many people's radar, and and I like that it's up a 150% because that's a that's a good thing. Yeah. No. They're they're still working. They're plugging away. They got... They have they have a little ways to go, and they're doing good things. They wanna partner with Bitcoiners and and in the Bitcoin adjacent ecosystem. So we'll we'll see where things go and how that actually pans out.
[1:39:08] MAR @MARx24x: But I... Mandy, are you are you holding are you holding Robinhood? Or...
[1:39:14] Landy @CryptoLandy: Yeah. Of course. I'm in traditional markets, bro. Nice. I don't talk about them because no one wants to hear about traditional markets here.
[1:39:20] MAR @MARx24x: Yeah. Especially...
[1:39:21] Landy @CryptoLandy: I only talk about... Instead, I go really esoteric, and I talk about treasuries and corporate bonds.
[1:39:28] MAR @MARx24x: Yeah. Yeah. I I do. When I bought Robinhood, dude, on the $10 for a year, I'm like, why is why is this this shit was, like, beyond on the value, dude? It's, like, the easiest buy for me. Like, this shit ain't going nowhere. You know? Like, it was crazy, man. I had I had a few friends that did buy, and I only bought Robinhood and just a little bit of Nvidia. I faded Nvidia. I should've bought more Nvidia, but it is what it is. You know?
[1:39:55] degenmike.hl @degen_mike14: Yeah. I mean, Robinhood, I think, is gonna take up there. I I kinda start start ignoring it after the game stopped stuff and pulled all my money from it and stopped paying attention and went over to Schwab with all my trading there. But once I heard that it stands for acquisition, we knew. Yeah. They were getting serious in the crypto, and that's when I kinda got in.
[1:40:16] MAR @MARx24x: Man, a lot of
[1:40:16] degenmike.hl @degen_mike14: And then I bought the dip a little bit here at, like, 47.
[1:40:20] MAR @MARx24x: A lot of people don't even know that they have a wallet, that you can move crypto in and out. And it's... That's been out for, like, almost two years already. They have no idea that they have wallet, that you can move it... Crypto in and out. They they still think it's like the old logger hole where, you know, that's it. You buy there, you have to sell it there. You know?
[1:40:35] Dave @DCBK2LA: I think anybody that's come to this show actually knows that, Mar, like, to be perfectly honest because
[1:40:39] Kool @koolcryptovc: we probably saw the message
[1:40:41] Dave @DCBK2LA: two years ago.
[1:40:42] MAR @MARx24x: Dave, you'll be shocked. You'll be shocked how many people in this space don't... Have no idea that that Robinhood has a wallet. You'll be shocked. Like, crypto people, like like, wait. Robinhood has a wallet? Yeah. Yeah. It does. Holy shit.
[1:40:55] Kkoma @itskkoma: I'm more shocked. More people didn't know about that trucking company too.
[1:40:59] Dave @DCBK2LA: Thank you, comma. You beat me to the fucking punch, bro.
[1:41:02] Kkoma @itskkoma: I I know you're sick, brother.
[1:41:04] MAR @MARx24x: I I... Everything... Listen. Everything happens for a reason because we we migrated to a new token. Everything's looking...
[1:41:11] Dave @DCBK2LA: Bro, you invested in a trucking company thinking it was an RWA play. They weren't tokenizing treasuries. They were shipping fucking goods in a truck.
[1:41:20] MAR @MARx24x: You only you only bring this up so you could feel better about when you got
[1:41:24] Dave @DCBK2LA: back that fucking money. I'm 100% correct.
[1:41:27] MAR @MARx24x: Yes. Yes. I lost 17 k. That's true. It is what it is.
[1:41:31] Dave @DCBK2LA: No. I'm I'm not reveling in the fact that you lost money. I'm reveling in the fact of how stupidly you lost the money. I because will never make fun of somebody losing money. Never. But that... I'm sorry. I can't I can't I can't get on board with it, and I'm glad Como was there to slice and dice you. What else y'all got?
[1:41:47] MAR @MARx24x: Listen. It it could be worse. You could be cool. It could be worse. Alright? I'm just gonna leave it like that.
[1:41:53] Dave @DCBK2LA: Yo. Wait. Woah. Woah.
[1:41:54] Kool @koolcryptovc: Woah. You
[1:41:55] Samara @thee_samara: better chill out your tea.
[1:41:56] Landy @CryptoLandy: Fucking shots, bro.
[1:41:58] Dave @DCBK2LA: You know Bain is gonna... Like, bro, if you see cool at Bitcoin fucking Vegas, you know you can click to turn around. So we'll get...
[1:42:05] MAR @MARx24x: Oh, Marlon. I don't I don't... No. I will beat his ass. I could run fast, bro. I will beat him running.
[1:42:12] Dave @DCBK2LA: I don't think you
[1:42:13] Dave @DCBK2LA: can. I'm Yo. Can, man. Hold on. Hold on. Let me say what's up
[1:42:15] Dave @DCBK2LA: to Michael. Michael, what's good, man?
[1:42:17] Michael Thompson @Michael4FL: Yo. What's going on? What's happening, man? I appreciate you bringing me up. Yeah. So I know Landy and Mar. Mar's a character. Landy's, awesome. They're both awesome guys. But I... You guys were talking Robin Hood, and I got a different take on Robinhood. You know? I I like it. The only complaint I have about Robinhood is, you know, I was buying, crypto there, and, they restricted me from sending crypto from my Robinhood account to, Coinbase and other wallets that I had. And, you know, I was like, what the fuck? Right? You know? So I was, like, buying Bitcoin and... You know, on Robinhood and sending it to other wallets that I had. And they froze my account, restricted my account. I reached out to them. I was like, what's up? And they're like, yeah. You know, we think there's suspicious activity. We wanna, you know, verify, you know, these transactions. I verified every single transaction. And the guy's like, yeah. I think someone's telling you to buy Bitcoin here and send it to other places, and, you know, we're not gonna release the restriction on your account. So I'm like, bro. I was like, you gotta be shitting me, man. I was like, I I I use this, you know, to offload, you know, my funds, you know, to my bank account, you know, Robinhood. And, I was like, I buy, you know, crypto with it as well. I go, I don't only buy Bitcoin. I go, you look at all the other transactions that I have. He goes, yeah. Yeah. Sorry. I was like, bro, I literally just verified every freaking transaction. And he goes, yeah. There's suspicious activity on here. And, so I can't send crypto from Robinhood anymore. I can receive it. You know? So when I offload shit back into my bank account, you know, I send it to Robinhood, you know, generally in Seoul or USDC, you know, and then, you know, sell the Seoul if I have to and then, you know, put it back in my bank account. But I I I would probably use it more. You know? I know they hadn't got involved with, you know, GameStop and all that stuff. And it's funny because me and my sister, we trade a play over there in stocks, and we've we've done pretty well on it. And we're both sitting here, like, you know, it's it's kind of volatile. But we're we're both sitting here, yeah, we gotta move our shit away from Robin, though, because they're gonna... They've already froze the, trading on the toe... On the on the stock a couple times.