Landy
EMPress
Dave
Kkoma
KoolAADP
MetaBeastCCocaineAawestin.ethMmeta8.ethAawestin.eth
Bread
KantorcodesAAdam McBride
Samara
Sunny DVVIPERɳϝƚ..agtDave paused the usual intros due to the Junie situation and welcomed the crew including Kool, Kkoma, Landy, and MetaBeast. The group then dove into the Stripe acquisition of Privy, with Dave, Kkoma, and Landy highlighting its massive implications for embedded wallets and easier crypto onboarding.
0:04:01PFP changes
Kool said stablecoin growth from companies and countries like Apple or Tesla will bring trillions and serve as the main onramp to crypto, praising Tether's success. Kkoma, Landy, awestin.eth, and Bread discussed Privy's multi-chain support including EVM, Solana, Tron, and others, noting seamless UX without seed phrases and Tron's dominant stablecoin metrics.
0:21:43Privy’s onboarding advantages
Bread shared his betting app Billy Betts using Privy for 740 users with easy Google or email login and fiat to USDC flows via MoonPay or Coinbase. Adam McBride called the news extremely bullish as his team built similar self-custodial tooling, saying wallets are dead and normies just want Google login while every chain needs customers.
EMPress questioned the group on cucking for corporate banking and easy ATM-like onboarding that abandons self-custody principles. Bread and Adam McBride clarified Privy creates self-custodial wallets and allows key export though some platforms like Banker gatekeep it, with Dave confirming via the dashboard.privy.io that keys remain non-custodial.
0:53:19TEEs
Landy explained the Stablecoin Act and Genius Act as likely to pass because they suck up US treasuries and help clear the Fed balance sheet. EMPress and Bread pointed to Polygon moves including Sandeep taking over the Foundation, an X integration with Polymarket, and Privy-backed farming opportunities in the FarQuest ecosystem.
1:15:04AI agents, open source principles, governance
1:31:16Katana L2 deposit campaign, Kaito mindshare
1:55:01.agt domains for agentic identities on Polygon and naming challenges for AI agents
“This is a big deal. I like the way that Privy does what they do. Right? They've created a very easy solution to onboarding people into crypto.”
“Does nobody notice that making it as easy as an ATM is basically why we came here and getting away from this?”
“No. But you can still sign with it. Like, as long as you're logged in and, like, you can still sign transactions with that wallet using the private key from their back end.”
“The work that y'all are putting in over there with the buy me million dollars of banker is fucking genius, and I love it.”
“If you just post up and listen long enough, you're gonna hit a leg, like, just so you know. That... That's the real cheat code.”
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Show discussion, not financial advice.
