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Episode · May 21, 2025 ·

All Things Crypto: What AI tokens are these KOLs buying?

On the mic

Summary

0:02:25

Bitcoin Hits ATH as Panel Returns

Dave welcomed the crew back after his Puerto Rico recharge. The panel including Dave, Kool, Landy, Kkoma, MetaBeast, and AlphaGamer discussed low attendance despite the all time high and recapped missed chaotic spaces with a satirical news clip.

0:05:02Junie’s full intro recapping recent events

0:08:46Japanese bond market collapse and MetaPlanet

0:09:56El Salvador Bitcoin profits

0:23:25Live on Psychic streaming platform

0:25:48

Genius Act Passes Senate

Dave explained the Genius Act creates a stablecoin framework with one to one reserves in cash, t bills or fed deposits and first priority for stablecoin holders in bankruptcy. Landy described OCC and Fed roles and noted it vectors for sucking up treasuries. Kool celebrated clarity and Elizabeth Warren opposition as a major win. Landy highlighted DeFi yield use and centralization risks.

0:31:16Impact on Tether, taxes

0:38:11Bank runs

0:47:26

Tether Moves, Texas Reserve, and Tron

AlphaGamer pointed to companies with Bitcoin on balance sheets and upcoming earnings. Landy and AlphaGamer discussed Tether minting two billion during Japanese bond volatility and its connections to Jack Mallers via 21 Capital. Sunny D emphasized Tron running most USDT with zero fees and utility for emerging markets without financial infrastructure. Dave and Sunny D explored how stablecoin issuers will compete with big banks.

1:05:08Justin Sun

1:11:49

AI Projects and Yapping Rewards

Kantorcodes discussed Okay Compute NFTs as on chain mini computers. A speaker described Banker's Solana bonding curve launch and team growth. Kkoma and Kool covered Kaito, CookieDAO, and Wallchain where staking over five thousand Kaito and yapping earns rewards from project token shares with tiered distribution favoring large stakers.

1:37:00

Future of AI Agents vs KOLs

VIPERɳϝƚ and MetaBeast talked about building on Okay Computer with AI help. Bildo Verde noted Think Agents TGE coming soon with AI partners. The group debated AI agents farming yaps versus human KOLs and upcoming decentralized AI discussions.

Moments1:37:00

Key quotes

“Every time Bitcoin went up, like, a thousand dollars, Dave's skin got a shade darker.”

Kkoma0:10:29Share on X

“It's just too good. I did miss you, you fucking degenerates.”

Dave0:17:46Share on X

“This is the greatest news you've had encrypted in a long time.”

Kool0:39:34Share on X

“This puts a giant freaking nail in the coffin of those three fucking pilot CBDC programs.”

Landy0:54:55Share on X

“They are literally mini computers.”

MetaBeast1:22:13Share on X

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Show discussion, not financial advice.