NatNat rejoined the show after nearly ten months away due to a high risk pregnancy that required bed rest and multiple infusions. She thanked the community and especially Landy for their support and keeping her involved. The group discussed the ATC community as Hotel California where you can check in but never leave.
The conversation also covered Coinbase Ventures holding Toncoin and its positive implications for TON, according to Kool.
Landy explained that true alt season requires Ethereum to break its all time high and that Bitcoin dominance remains high at sixty percent. He predicted sector by sector rotations rather than broad pumps and emphasized RWAs and stablecoins as the main liquidity drivers ahead.
0:44:45Corporate crypto treasury meta and whether it becomes a bubble
NatNat shared that she stayed active in stocks during her time away using Robinhood options for over three thousand percent gains on leaps and hedging effectively in April. The group discussed Capitol Hill views on crypto treasuries, real world adoption and Justin Sun's Tron business model with its massive stablecoin holdings and RWA potential, according to Landy and Scott Foo.
Landy and EMPress talked about institutional interest in Hyperliquid and Kinetic along with problems in points farming systems, including Infinix leaderboard manipulation. The conversation turned to the Fourth Turning economic theory and the current shift in financial systems occurring on an eighty to one hundred year cycle. NatNat connected this to crypto's growing role while the group joked about AI bots, PFP changes and community chaos.
1:23:24DRB/BankerBot/Clanker narrative, AI capabilities, and wallet assignment reality
“Wow, man. It's been it's been a minute. You know, in crypto, they say you miss a day, you miss a lot. I missed almost ten months.”
NatNat0:04:44Share on X
“I just had a really, really hard, rough, super high risk pregnancy. In order to save my life and my baby's life, I kind of had... I had to take a step back.”
“I don't know if Dave told you guys, but this is Hotel California. You can leave. You can come in, but you can't leave.”
“No, sir. 4,400 is the level, sir. Ethereum needs 4,400 to even go reach its all time high at $48,067.”
Landy0:31:19Share on X
“The degens and web three are not investors. They're traders or they're people trying to make tons of money.”
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Show discussion, not financial advice.
