Landy welcomed listeners and called for shares, while Dave handled a hotel check in. Sunny D joined and shared his low key Vegas trip memories, along with recovery stories. The group joked about Dave hosting spaces on hotel WiFi and waited for Kool to arrive.
0:00:38Opening banter and host check-in
A speaker said SocialFi has taken over his life, with Kaito leading the way. Landy and Kkoma discussed daily yapping sustainability, leaderboard ceilings, large KOL influence versus smaller accounts on Wallchain and Kaito, and Kkoma outlined his Pendle YT SKaido strategy for upcoming airdrops.
0:06:47CookieDAO surprise airdrop and Hey Anon OG rewards
Landy pointed out bearish divergence on Bitcoin weekly charts and the key one zero three one zero zero level. A speaker shared that Injective joined Kaito post TGE with rewards for yapping. Landy and Dave covered Telegram raising one point seven billion via convertible bonds at nine percent yield, with funds for debt repayment and growth, plus existing Grok integration.
0:32:06$103
0:41:06Telegram $1.7B convertible bond raise and TON implications
Dave read details on Pump fun preparing a native token launch targeting one billion raised at four billion FDV within two weeks after generating over seven hundred million in revenue. Kkoma and Kool expressed neutral to negative views, citing increased competition from Boop and Believe, plus poor timing. Dave voiced strong skepticism based on Pump funs history of on chain extraction with repeated large swaps to Kraken.
A speaker asked about Binance Alpha impacts on on chain grinders and Kaito staking thresholds for drops, while sharing Wallchain invites. Kool shared his view on focusing on Kaito related opportunities over Binance projects. Landy and Kool discussed Wallchain quests, leaderboards, chain specific mindshare, and potential for projects to use the data.
Kool shared a lighthearted post about a China matchmaking event. Landy left for a family matter. Dave closed the show and previewed the next episode with Bindi AI.
1:29:00Closing remarks and upcoming Bindi AI episode
“I saw this, like, $500 of cookie dough on my account. And I'm like, it's another another scam token probably, but you know what? Let's just look at the CA. And the CA was matching.”
Kkoma0:07:41Share on X
“These motherfuckers have done nothing but take take take take take. What makes you fucking think that all of a sudden now they're gonna get a hit of conscience and say, I wanna give, give, give.”
Dave0:50:18Share on X
“It'd be hilarious. They're like, there will be an airdrop, but it's based on the number of trades or volume that you do. Everyone's gonna try to generate volume and then end up getting wrecked.”
“A token that grabs 70 something percent mind share more than Bitcoin, ETH, and Solana combined... only gathered 9,000 orders and having a token go down 90% in two days makes no sense.”
Kool1:08:34Share on X
“Stacks needs to jump on this kind of stuff. It will bring a lot of users to their chain, man.”
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Show discussion, not financial advice.
