Dave kicked off the show with nostalgic music and welcomed the crew including Kool, Landy, Sunny D, MetaBeast, Trav and EMPress. The group recapped strong market action with XRP reaching three dollars on massive Coinbase volume that nearly doubled Bitcoin.
Kool said alt season has not begun with the altcoin index at thirty six out of one hundred and called it still Bitcoin season driven by institutions. Landy agreed alt season is not here yet citing relentless Bitcoin dominance near sixty four percent and noted XRP did nine point two billion in DEX volume which he found more interesting than its centralized exchange activity. Landy added a true alt season likely needs Ethereum to break its all time high above five k.
Landy explained stablecoin issuance moving on chain will drive funding for DeFi lending and staking protocols as institutions seek yield and partnerships rather than building from scratch. EMPress and Landy covered the upcoming liquid staking launch noting potential gas wars, backdoor acquisition paths via lending protocols like Felix and HyperFi, and that more money likely waits in the wings.
0:26:09Galaxy, and major players
Dave shared earning seventy USDC in fifteen minutes on Tunnel by creating content about an NFT launch and invited its founder on the next show. Kool and Landy analyzed the Pump fun token launch with high FDV around five point five billion and limited liquidity pools calling it manufactured and risky for small sizes. EMPress and Landy criticized KOL driven meme coin culture on Crypto Twitter as a casino that no longer centers crypto and urged focusing on utility and actual trading instead.
Dave announced an ENS subdomain project for AI generated ATC recaps and on chain content delivery inviting regulars to claim names like allthingscrypto.eth variants at low cost. Landy and MetaBeast expressed excitement and noted listeners should engage with the community. The group closed with appreciation for listeners and reminders to engage with the community.
1:19:19First blockchains discussion and Bitcoin forks
“if any of the XRP army is here right now, let me tell you something. Welcome to ATC. And if anybody wants to come up and take a victory lap because y'all hit $3.03 and your volume literally almost fucking doubled fucking Bitcoin on Coinbase, you feel free to do so.”
Dave0:05:05Share on X
“It peaked, but alt season is not here yet. It's still Bitcoin season... Right now, I think we are, like, 36 out of 100.”
Kool0:14:42Share on X
“what makes it more interesting isn't the $12,360,000,000 that it did in centralized exchange volume. It is the $9,200,000,000 in DEX volume.”
Landy0:18:03Share on X
“Crypto Twitter is no longer the center of all things crypto... The death rattle, I have no pity. I'm mocking you to the KOLs of the grace trap relentlessly.”
EMPress0:52:08Share on X
“There's so much fucking money in this space, and the entirety of crypto Twitter gets hyper focused on absolute garbage all the fucking time... You will be exit liquidity.”
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Show discussion, not financial advice.
