Dave and EMPress roasted the opening music before switching to a Big Pun track that everyone loved. The crew mixed up the day of the week multiple times until they settled on Tuesday. AlphaGamer showed off his Tron bull PFP from a 15000 NFT collection of playable PvP game characters on Tron.
The group discussed the Ethereum Foundation selling 35M ETH while Fidelity bought. Kool said the sales are not bearish because the foundation needs to pay bills and has downsized, and buyers exist. Landy added Ethereum has always been somewhat centralized via proof of stake.
0:16:55Debate on whether government/entities are accumulating ETH and centralization concerns
The conversation shifted to real world assets and tokenization as the next frontier with stablecoins providing needed on chain liquidity. Landy explained treasury companies now treat stock like a tradable shitcoin backed by Bitcoin holdings and said tokenized stocks are already being discussed by bankers.
0:28:35MicroStrategy’s $14B Bitcoin gains and comparison to Amazon/JPMorgan
0:41:33Trump pressure on Jerome Powell, potential rate cuts, and Fed independence
Dave covered Animoca's MochaChain testnet launch focused on privacy and decentralized identity. Virtuals Protocol overhauled points and governance so stakers earn VVAP and vote on agent token rewards with live on chain proposals. Kraken launched its Crack Money app for zero fee no KYC transfers. Bread discussed CrossMint and Visa enabling agent payments via trusted execution environments that let agents spend with signed permissions.
0:55:43NFT sales surge
EMPress and Landy clashed over the bill's tax cuts with EMPress noting the top 1 percent get outsized benefits up to 80000 annually while up to 10900000 could lose social program coverage. On crypto provisions Landy explained the bill ends wash sale loss harvesting for crypto aligns it with equities makes certain lending and staking tax deferred until sale and exempts transactions under 300 with a 5k annual cap.
1:26:00Closing remarks and plans for future spaces
“How bad did that music suck? Right? Oh my god. It's so bad.”
Dave0:00:30Share on X
“God. It's so good. Empress, kudos to you on the song selection today.”
“No. They they they need to sell Eats to pay the bills, man. I mean, that's what they've been doing for a long time. I I I don't think it's it's necessarily bearish, man. As long as there's a buyer.”
Kool0:22:16Share on X
“Yes. Yes. More RWA. Yes. Absolutely. This is this is the final frontier.”
Landy0:30:54Share on X
“Most analysis show that the top 1% will probably be getting tens of thousands and upwards of $80,000 annually in tax savings due to this bill.”
EMPress1:00:01Share on X
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Show discussion, not financial advice.
