All Things Crypto: NatNat is back & she brought some green candles

# All Things Crypto: NatNat is back & she brought some green candles | 2025-08-11 | https://x.com/i/spaces/1BdGYqZenyDGX | status: approved
# Speaker attributions verified via X captions, ECAPA voiceprints, and on-air handoffs where marked confirmed.

[0:00:03] Kool @koolcryptovc: Because I'm back.
[0:00:06] Dave @DCBK2LA: Back. Welcome Welcome back. Back. Oh, let's go.
[0:02:19] Scott Foo @ScottFooSpeaks: Guys, do
[0:02:20] Dave @DCBK2LA: me a favor. Like, share, retweet this shit out. Let's go. Let's cook. We got a lot to cover today.
[0:02:27] Dave @DCBK2LA: And back to you, bro.
[0:02:32] Kool @koolcryptovc: And I told you I have my money by Friday. I was gonna pay my full. It is that. Are we live? Ladies and gentlemen, we interrupt your regularly scheduled programming to bring you this emergency announcement. He is back, ladies and gentlemen.
[0:02:45] Dave @DCBK2LA: Mason's back?
[0:02:46] NatNat @Natnatx007: He is back. Hana's back.
[0:02:48] Kool @koolcryptovc: I love you too, baby.
[0:02:49] NatNat @Natnatx007: After a five year hiatus, he has returned
[0:02:51] Kool @koolcryptovc: back to the game, and the public outcry is
[0:02:54] Landy @CryptoLandy: I was like, did you make this back?
[0:02:58] Kool @koolcryptovc: We're live here on the streets of New York Times Square, and Macy's back. Back to you, Tracy. Bad boy, baby.
[0:03:05] NatNat @Natnatx007: Hey. Como, what up?
[0:03:17] Dave @DCBK2LA: We got some new faces. New Capybara, new MFR. You know? Some nice additions.
[0:03:28] NatNat @Natnatx007: Welcome
[0:03:34] Dave @DCBK2LA: back.
[0:03:52] Dave @DCBK2LA: What do y'all know about the Harlem cake? Get out of here. Or the oversized t shirt literally pulling it over your head and being like, oh, with the shoulders. Anyways, what's up everybody? Happy Monday. Welcome to ATC, all things crypto, and today is a great episode. We have our Nat Nat back in the building. Nat Nat, it is so, so great to see you. Welcome back. It would been a long, long time since we've seen you in this chair, but happy you're good. Talk to us now. What's good?
[0:04:23] NatNat @Natnatx007: 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. I feel like Tupac came back, and I didn't even know.
[0:04:35] MetaBeast @AKCMetaBeast: Good. That is...
[0:04:36] Dave @DCBK2LA: It's great to have you back here, obviously. Like, I don't know if you wanted to... I mean, look. I'm just happy you're here. So whatever you wanna say, like, go go nuts.
[0:04:44] NatNat @Natnatx007: Yeah. For sure. For sure. I just just wanted to be... I'm... We're always transparent in the... In these places from the... From day one. Right? So we wanna keep it going. 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. We were... I was on bed rest the whole time. I had multiple infusions. I had heart monitors on and off throughout the entire nine months. It was it was really, really rough. It's something I don't wish on anyone. It got a little dark, but you know what? God is real. And going through stuff like this makes me appreciate, you know, everyone. It makes me appreciate all the little things in life, like being able to go outside and breathe some fresh air. Even that means a lot. Right? After you you you get so close to not not being able to be in existence at all to now enjoying the fine... The little things in life, and it goes a long way. Amen? And I appreciate you and Kool and everyone else just hitting me up, checking in on a week... Weekly basis, on a monthly basis, and kinda just making sure my baby was okay throughout the whole nine months. You know, those things, that really does go a long way, guys. And thank you so much, but I'm I'm happy to be back. I see that Bitcoin had a day yesterday. Ethereum is going off. Hey there. I was making some moves too. Let's go, guys.
[0:06:06] Dave @DCBK2LA: I told you, I win the pool. We got a Hedera over the over under with the first, like, seventeen minutes of the show. I win. Suckers. Cool. What's good, bro? Fashionably late. I love the sloth that's fashionably late. He had to make the entrance. He's like, we gotta give Nat Nat the proper. What's good, bro?
[0:06:22] Kool @koolcryptovc: Hey. Hey. What's up, guys? Hey, Nat Nat. Welcome back. Good to hear your voice, man. You know, it's been a long, long, long time. I... I'm happy you're you're back to hope everything's well with the baby. We all good. I heard it was triplets. That's pretty cool because, you know, I know you I know you work hard. So yeah, man, they all go with DJs, man. All all all triplets out there. Alright. Welcome back.
[0:06:43] NatNat @Natnatx007: Definitely no triplets. Hell no. I got two babies,
[0:07:05] Dave @DCBK2LA: Woah. This is a happy space. Goddamn.
[0:07:10] NatNat @Natnatx007: That's why you're pew pew pew Pew pew.
[0:07:14] Dave @DCBK2LA: Nat, lot twist. Listen, Nat. We need law and order out here because, apparently, like, I told... Like, I told you on the call, like, the the inmates are running the asylum, and I have no control anymore. Apparently, the host can't even... Can't control shit. Literally, nothing. So for some reason, people listen to you. You're in the the chunk. It's the chunk at the
[0:07:33] NatNat @Natnatx007: of the day. So the chunk, guys. I have the golden chunk still with me. You guys don't wanna mess around. That stuff is serious. I just got... It has it has built in GPS. It knows where you live. Okay? So be nice.
[0:07:44] Dave @DCBK2LA: Let's go. Exactly. Thank you. And, yo, Landy, I
[0:07:47] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: owe you on me like one of the babies? I'm just
[0:07:49] NatNat @Natnatx007: Yes. Okay.
[0:07:50] Dave @DCBK2LA: Yes. Yes. Yes. Yes. I will rat you out all day every day. A 100%. Well, not every day, but whatever. You're always right anyway, so just leave me alone. Landy, I I owe you a... We owe... Like, all of ATC genuinely owes you a massive thank you, bro, for obviously holding it down while Nat Nat was out in the cohost spot for us. So I just wanna say from from everybody here, man, genuinely appreciate you, my brother. What's good?
[0:08:15] Landy @CryptoLandy: Man, it is good to see Nat Nat back. Nat Nat, we missed you. You have no idea how crazy I was driving Dave and Cool this entire time. Like, they put me in the cohost spot. I was keeping the seat nice and warm, and it was like, oh, yeah. This is gonna be a cool ride. You know, he's he's a little puppet, he likes Bitcoin and markets. And then I completely blindsided them with nonsense every single show. They've put up with it. He would cry. He was crying. He was going to other people, and he was like, I need to have interventions. This is crazy. Landy's going nuts. Yeah. It was... Look.
[0:08:54] Kkoma @itskkoma: Being bullied by a puppet,
[0:08:56] Dave @DCBK2LA: Nat, by a puppet with sunglasses.
[0:08:58] Landy @CryptoLandy: It was... It is just so good to have you back. I can't even imagine the relief that Dave feels now. No. Look. I... It was a lot of fun, and I'm glad that you that you guys had me step in for a little while here. And I always knew that it was Nat Nat's coming back. You're always in the title. We always shout you out. We've been missing you the entire time. We're just glad that you're happy, healthy, and ready to go.
[0:09:23] NatNat @Natnatx007: I appreciate you, Landy. I appreciate I appreciate everyone so much. And the fact that you guys kept my title on there, kept tagging me on all the spaces, kept forwarding me stuff. Oh, man. I I felt a part of the family even though I was going through this rough time, and that that speaks volumes, guys. Thank you.
[0:09:39] Dave @DCBK2LA: Let's go. Good shit, Nat. Yeah. Lindy, thank you. Em, what's good? How are doing?
[0:09:46] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: She's not Satan. So I'm good. Nat. I was scared. I was like, she's gonna be like, I'm the woman, and I'm gonna yell at you. So far, you seem like you're not yelling at me. So I'm good with that. But can I still yell at Dave sometimes? Because it it... It's fun. I'm just saying.
[0:10:02] Dave @DCBK2LA: No. No. No. No. No. You can't. No. Definitely not. Let me say what's up to come. And, Nat, obviously, you see we've added some colorful characters to this stage since since you've been gone, but, you know, MFers, Kapibaras, Afu, you know, I guess, for now. Koma, what's good, bro?
[0:10:26] Kool @koolcryptovc: Nothing much, man. Can you hear me okay?
[0:10:29] Dave @DCBK2LA: Yeah. We got you.
[0:10:31] Kool @koolcryptovc: Cool. Cool. Cool. Yeah. It seems like you replaced the... Or we already, when NatNet was gone, you... We had to replace one person with, like, five of us. So now now we know where we stand on the totem pole because, I don't know. Now are you gonna just throw us away now, Dave? What's the what's the deal?
[0:10:47] Dave @DCBK2LA: Listen. I've... I tried firing you guys every single week, but you keep coming back. I don't know why, but it is what it is. Anyways
[0:10:54] NatNat @Natnatx007: 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. You can never get out. The windows and everything are locked. They're shot. You're in it forever.
[0:11:05] Dave @DCBK2LA: That's it. Now you just can't leave. Remember that good fella scene? Now you just can't leave. Alright? None of you can fucking leave.
[0:11:10] Kkoma @itskkoma: Seems like we got
[0:11:11] Kool @koolcryptovc: some good vibes here with NetNat here. Well, glad to have you back, NetNat. I think we probably missed each other, when I came in, but, from what I've heard, only good things about you. So I'm looking forward to, yeah, all things crypto run by NatNet, not Dave. So, yeah, appreciate it again, and keep it coming.
[0:11:29] NatNat @Natnatx007: Thank you, Koma. Thank you so much. I appreciate you.
[0:11:32] Dave @DCBK2LA: Let's go. MetaBeast, what's good, my brother?
[0:11:35] MetaBeast @AKCMetaBeast: Oh. Oh, yeah. Hello. Hello, and welcome back, Nat Nat. It's always wonderful and fun to have a new character to add to all the chaos I like to cause.
[0:11:47] Dave @DCBK2LA: You... Yo. Nat Nat, he's still salty from story time. Like, he really is still salty.
[0:11:51] NatNat @Natnatx007: I I think so. That's why every time he's been sending me messages, I'm always afraid to reply because I don't know what he's going to say. It's like in story time where he just randomly wanted some random person dead, and I'm always afraid of that.
[0:12:05] Dave @DCBK2LA: Better stop scaring the cohost. Okay?
[0:12:07] MetaBeast @AKCMetaBeast: You got the chocola. Don't worry. You know?
[0:12:10] Dave @DCBK2LA: Uh-huh. I mean, he's he's stepped up his AI game. And, by the way, Better Beast, shout out to you. I was looking through your page yesterday for the first time in a long time, and let me tell you, bro, you are stepping your info fi game up. Cool and Coma should be proud. You should pin some of that stuff to the top and get everybody here to retweet. Like, Meta Beast, like, for... Like, you you you share the stage with some of the more influential people out here. Like, get them to retweet your shit. Force us to do it. You know what I'm saying? Like, because, you know... Nobody retweets my shit.
[0:12:38] Scott Foo @ScottFooSpeaks: I'll
[0:12:38] MetaBeast @AKCMetaBeast: retweet your I I thought I thought I did a good one blasting on Elon for, you know, the boosting of your tweets. How the more you pay, the less value you actually get. And what about, you know, making it so some of those that can't afford $50, you... To to even at least try boosting one of their freaking posts. But Interesting. I got, like, two, maybe. Dee Dee... Know Dee one and only reposted it.
[0:13:12] Dave @DCBK2LA: Keep cooking, Meta Beast. Don't stop. Like, I'm telling you, keep cooking. Do not stop. Okay? Like, Cool tells this to every space he goes to. He's literally blessing every person out here. Just keep cooking. I've told him to
[0:13:24] MetaBeast @AKCMetaBeast: I bet you I I I didn't receive any quacks or yaps or
[0:13:29] Kool @koolcryptovc: That'd be so negative.
[0:13:30] MetaBeast @AKCMetaBeast: Yips or sniffs or nips or
[0:13:32] Dave @DCBK2LA: Snaps, quacks and snaps. But don't worry about it. We'll figure that out. Hey. Good shit. Toes. And and that'll be... Thank you for the for the the intro videos. They were... They... The promo videos. They were fantastic. Good stuff. Shout out, Vince. I see you. Scott, welcome, bro. It's long time no speak, my brother. What is good?
[0:13:50] Scott Foo @ScottFooSpeaks: Oh, man. Dude, I just thought it was it was a good idea to become a founder. No. It was a great idea. I just... Bro, yeah, it's, like, totally consumed all my time, but, hey, I let the work speak for me. So really cool to see, like, the digital chamber announcement. And, yeah, man. And and MetaBeast, I'm a go against the grain against everybody here. Fuck Yapping. That shit's for the birds, bro. Take all that shit that you're doing here and go to LinkedIn, bro. Look at everybody who's going... Hey. Shout out to everybody that's a that took their ass to LinkedIn. I see you fucking cooking, and y'all doing... Y'all getting more engagement. She did my shit. So you could do what you do here and twist it now. Like, it's not LinkedIn. It's not like... When I first went over there and had to use the AI suit pic, remember y'all clown me for that? That shit was funny as hell. It ain't really like that over there now. Like, there's there's literally some people over there, like, kinda taking DJ in ways and then, like, comparing it to LinkedIn ways. That's a good... You know, that's a conversation in itself because you always see the LinkedIn guys never come here, and a lot of us don't go over there. But, again, LinkedIn audio rooms over there, you could literally host something and then have, like, the CMO of cookie three or they just randomly will just pop up on you. So, again, I know people like to chase money. You know? Man, I'm from Oakland, California. I love money too. I chase bags and chase the gingerbread, man. But I'm
[0:15:20] Landy @CryptoLandy: saying So, Scott, you're saying
[0:15:22] Scott Foo @ScottFooSpeaks: Oh, go
[0:15:23] Landy @CryptoLandy: ahead, man. You're saying Late Night with Landy should be hosted on LinkedIn now?
[0:15:27] Scott Foo @ScottFooSpeaks: Bro. Landy, I was gonna actually... Yeah, bro. Because... Look. Dude, like I said on Dave's... Or on the space a few weeks ago, I'm watching everybody take these jobs, bro. Like, it's kinda crazy. I watch a lot of, you know, a lot of the Silicon Valley homies. They can't get work right now. And I'm like, bro, just pivot a little bit, man. Like, even my boy who was the vice president at Cox, he got let go. I'm like, bro, you know what kind of resume you have? You... If you bring that to AI and web three, bro, like, dude, you have the biggest you know what. Sorry, ladies. I'm not trying to be fucking weird, but I'm just saying somebody with that kind of resume, dude, we need those kind of people over here. So I really think there's a great opportunity for... Especially shout out emperors. Emperors been hearing me yap before yapping was yapping from, like, the bunny Morgan spaces till now. And the thing is you're... I'm watching people who've not even been in this space in a year on LinkedIn, but just, like, really just focus on... I don't know if they're doing YouTube, chat GBT, or what they're learning, and they're getting these jobs when it should be the people on this fucking app. Right? And, like, I'm not saying all the DJs. I'm just saying the people that are here doing the right thing that never rugged you, that never did no weird shit, that are smart as hell. The empresses, the landies, the days. We can go on. Kool and that and that. Known y'all forever. It should be all of us taking... And these jobs are literally... I... Like, Alchemy's hiring a b. He starts at two eighty, y'all. Two eighty starting. Right? These are, like, comparable to jobs out here, man. So, again, I'm gonna beat this drum until it's annoying. Take your ass on LinkedIn and go get a job. Like... And it's part time. You know what mean?
[0:17:09] Dave @DCBK2LA: I'll say one thing. This is after you came in and said, I decided to go be a founder. Alright? I'm just saying. Some of us might not want the jobs. Some of us want that. Some of us want to be the boss out here. But... Yeah. And some of us are obviously caking info, find money. But, bro, can't wait to catch up
[0:17:27] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: with I'm with Scott. Fuck your yaps. I tweet what I want. Fight me. Thank you.
[0:17:32] Dave @DCBK2LA: I love this. I'd see this is why I
[0:17:34] Scott Foo @ScottFooSpeaks: like to I'm gonna clown some VCs. Why the fuck are you a VC yapping? You ain't got no money, bro. Ain't no Silicon Fucking Valley VC yapping, bro. Moonrock Capital, I'm talking to all y'all, bro. This recording, you can play it back. Stop it, bro. You're not... You're playing with other people's money and then calling yourself a VC when you're middle man in capital. That's not a VC. You're a middle man family office. Things that make you go, why the fuck is somebody from a VC so glazing, gapping, bro? You you must need the bag.
[0:18:10] Landy @CryptoLandy: That's all I have to
[0:18:10] Scott Foo @ScottFooSpeaks: say, bro.
[0:18:11] NatNat @Natnatx007: Pew. Pew. Pew.
[0:18:12] Dave @DCBK2LA: Pew. Pew. We we are so bad. Reference.
[0:18:17] Dave @DCBK2LA: For a coma. No. No. I had two questions for
[0:18:20] Kkoma @itskkoma: Scott, actually. So, you know, you wanna... If you wanna get into this LinkedIn game, like, say someone like Landy, does he change his profile picture to a bald guy or keep his, you know, puppet?
[0:18:32] Landy @CryptoLandy: Or Hey,
[0:18:34] Scott Foo @ScottFooSpeaks: Coma. I I really... Now I think you could do either one. Before... If Coma asked me this year... Or whenever we jumped on LinkedIn, like, two years ago to just try that shit out, you... It was kind of, like... Unless you were, like, what's his name? Like, Mike Dudis or something that... Like, your your your PFP super known, like, that kind of... But, like, Voli switched her to her PFP. That's working. But I I think now some people could just... No. I think you can really rock it over there. And and as long as you show value, I think that's the most important because a lot of people make... Didn't wanna learn, like, what we've learned on the fly building the airplane as we're building it for, like, the last five years on this app. And they want, like, that kind of sped up education too. And, yeah, I think, like, Randy just is nothing but value. So I don't I don't think... If you're doing what Randy's doing, I don't really think you'd have to. I think if he did, it would just kinda, like, cosign that re... Like, okay. Shit. I can really, you know, get down with this. But I don't think it's a forced hand thing anymore like it was maybe a year and a half, two years ago. Got it. And and my second
[0:19:35] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: got your rebrand. Come on. I got your rebrand. It's a plus. Saw that. That's what you should do.
[0:19:40] Kkoma @itskkoma: My second question is is I... You know, when when my version of what I saw on LinkedIn was pretty funny, it's like my, you know, my wife cheated on me. And for that reason, I decided to start my own company and create this business x y z. So if you wanna join my team of five to blah blah blah blah blah, then shoot me a DM. Like, it was always, like, these totally unrelated topics that somehow led to, like, a recruiter type of message. Like, is LinkedIn still doing that, or is... Or has that changed?
[0:20:12] Scott Foo @ScottFooSpeaks: The... I would say them trying to copy other algorithmic social media, like, I guess, feeds, it gets better. Like, the more... You talk about RWA. Right? You're gonna see, like, you know, the RWA talk kind of more going to your feet. You might get a stray every once in a while. And then the other cool thing is a lot of the BS emails, unless they're a paid premium user, you only get, like, so many free ones. And if it's a free one, it goes to your other email now. So if... Yeah. You're gonna probably get hit up by somebody with a premium profile that's just trying to be a, you know, a real hardcore BD salesman, which, you know, can't really block those. But at least it blocks the really random shit, like the 50 devs that might hit you on the back end, and you've made a post many times. Like, I do nothing in that space. But it's got better, not the best still, but at least that shit goes to, like, an other folder where you don't even have to go look at it unless you, you know, you want to because you know there's no value there.
[0:21:16] Dave @DCBK2LA: Okay. We're ready to cook. Let's do this.
[0:21:18] Scott Foo @ScottFooSpeaks: Let's
[0:21:18] Dave @DCBK2LA: go. And also... And by the way, amazing, like, hyper, like, the... Little hyper liquid space prior to this one. Really, really cool stuff. Trevor, I see you down there. I shot you an invite, man. I know they mentioned you in the last space, so we'd love to obviously have you come up, but let's start cooking. Coma, first, I'm looking at the stories for today, and I got this Google alert. And I'm like, what's this Google alert? And I like, oh, stock most likely to go up tomorrow, and it says Verb. And I'm like, why is Verb gonna go up tomorrow? Coinbase Ventures is now holding Toncoin. Shout out to Samara who said bring the criminals back. More crime in crypto means more money for the rest of us. This is obviously big, big news. You guys obviously heard us mention Verb is the, lending not holding company. Treasury company. Treasury company, public public treasury company. And look. At the end of the day, TON is here now, and Coinbase Ventures is now holding a position that was reported by Coin Telegraph. I know. Bleh. Like, I bought Ton at $2. Blah blah blah. Listen. It is what it is.
[0:22:26] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Tundra too.
[0:22:27] NatNat @Natnatx007: Cool. Tundra.
[0:22:28] Dave @DCBK2LA: Coinbase Ventures now holding Toncoin.
[0:22:33] Kool @koolcryptovc: Yeah. No. No. That's bullish, man. Bro, not not surprised at all. Not surprised at all. Ton, they they have the users, man. We spoke about this couple of days ago. They have couple 100,000,000 users, man, that they onboard this crypto, like, that... When when that when it had that first run last year. But, yeah, I I... It's Ton Ton is big everywhere else except for The US. That would be why Homebase, you know, they're they're trying to get a piece of the pie, but they're not really really big in America yet, but hopefully soon. But, yeah, man, I'm I'm bullish on on this. I'm not surprised, though, because I think... Was the a six and z or Paradigm that invested, like, like, a large amount of money into into TON? I can't remember. Just last year too. I can't remember. But something like that. But, yeah, I'm not surprised. This this this is not surprising move, Coinbase Ventures, they invested in everything. And a lot a lot of things they touch usually do very, very well. Usually.
[0:23:31] Kkoma @itskkoma: Did you see that video? Like, the Coinbase video where there are, like, millions of assets, one Coinbase app, and then they're like, every asset on base, whatever, and they just show you a bunch of, like, tickers. Did you see that, Dave?
[0:23:49] NatNat @Natnatx007: You know what? I did hear something something about that that all the... All assets listed on base are going to be available on the Coinbase app. I think that's huge for anyone doing stuff on base.
[0:24:01] Kkoma @itskkoma: Totally. And
[0:24:02] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: then... We're going down. Dave, you're rugging us.
[0:24:10] MetaBeast @AKCMetaBeast: Damn. Nat Nat, see, this is what we had to put up with.
[0:24:14] Bildo Verde @BildoVerde: So a few rugs, are we gonna finish this show on LinkedIn?
[0:24:18] NatNat @Natnatx007: I mean, if we... The show must go on, guys. The show must go on. We're here until 7PM EST. Scott, I see you have your hands up.
[0:24:26] Scott Foo @ScottFooSpeaks: Oh, yeah. I wanted to ask Cool something because this shit gets me annoyed about how how could we get not only America to use Telegram because I hate... I don't know. I just never been a WhatsApp guy just saying a shot at WhatsApp. I just never I just never just got into it. You know, it's, like, the same shit. How do we get not only Americans, but how do we get, like... Hey. Come on. I see you work in Fang. I don't know if you're out in... Out here too. But how do we get fucking Silicon Valley? How do we get, like... Bro, like, nobody uses it, and it's mad annoying. And I never noticed how bad it was until CES in Vegas, right, where everybody's there for tech. I'm like, oh, yeah. Everybody's using Telegram for sure. Bro, every time I ask, bro, they looked at me like, I'm fucking crazy and rather gave me, like, a stale ass business card. Or what is that one shit where the link app card, I got that shit. And if the Internet doesn't work, you can't use it. It's like, bro, just get my telegram. They're like, I don't know what that is. But, yeah, man, it's it's it's a pain in my ass, but just wondering your thoughts, Cool.
[0:25:31] NatNat @Natnatx007: Yeah.
[0:25:33] Kool @koolcryptovc: No. You're right, though. I... I've missed out out for a couple of deals from... Now check my telegram. I I don't I don't know. I don't like it. I don't use it as much. I am forced to use it now because of crypto, but I don't get it, bro. Americans don't use telegram.
[0:25:49] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Don't know what
[0:25:50] Kool @koolcryptovc: it is. It's very, very, very weird. I mean, Empress, is this me? Do you set the telegrams too,
[0:25:54] Landy @CryptoLandy: Empress?
[0:25:55] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Well, no. I mean, I was rioting, so we were using it early. But outside of those activities, just tell all your, corporate bros that it's the adult version of Snapchat, and they can get away with nonsense. That should work.
[0:26:12] Dave @DCBK2LA: Is anybody still using Discord? Seriously, we're gonna have this conversation again.
[0:26:17] Landy @CryptoLandy: Yes. Yes. I'm still using Discord. And if you look up top, you can see I'm already ready to be over there on LinkedIn and do my late night shows, get real lit. Got the bald head underneath the Viking hat. I'm good to go.
[0:26:31] Dave @DCBK2LA: Bro, I ran audio spaces for a week on LinkedIn. You know how many people are listening as I got? I... You can't go backwards, bro. Like, I'm not trying to go... Scott, like, I put my time in, bro. I'm not trying to rebuild a whole new audience over there. I could talk to
[0:26:43] Scott Foo @ScottFooSpeaks: you about There's... It's about call to actions, bro, and opportunities, bro. It depends what you're doing. Right? Like, there's different strokes for different folks. Like, people think I hate meme coins. No. There's a place for it. I always compare it. Bro, when I'm sick at home in elementary school, who am I watching? Jerry Springer. Right? That shit was on for million years. Fool made a hell of money. Shit was on for decades. So there's always a roof for it, but for, like... There's a lot of people, like like, speaking into the void. I don't know what you wanna call it. They think they're, like, creators or... Bro, this is the most micro bubble of a micro bubble. And then if you pick a sector, you're a micro bubble of that microcosm. Right? Like, RWA and two years ago, they even have fucking names. You know what I mean? But for me to to talk to traditional finance, to talk to the guys like Randy who did this shit in web two, they're not really here. I'm... I know the Landies. Right? I I couldn't really grow anymore for real world applications like physical AI. Like, you know, Brett is not talking to people, Dave, on this app, but he'll reply to you on LinkedIn. And I'm talking about the guy who owns Figure. I know a lot of people know who who the the Adcocks are. But they'll, like, reply to you, like, in... And at least you're... Like, them replying to you, you know, on LinkedIn, it... It's kinda like Facebook. It'll be like, Dave replied to... You know, it'll show. And it kinda gives you clout that way. We're like, I'm not even... I'm not hating, and I'm glad Empress is here. At the end of the day, what did Onchain TV get as being the number one Twitter space at that time? I got a job at OpenSea. I mean, was that all because I did that space? No. Did it build my name outside of music? Yeah. Web three exposed. You know, when we were in metaverse, the Instagram card, we were the ranked number three most listened to Twitter space. What did that really get me in, like, opportunity wise RWA? Nothing really. Right? So different strokes for different folks. But if you're trying to work in this space, it's a no brainer right now that LinkedIn... Like, literally, I'm watching all these people snatch up head of America. Right? Dave, we had a whole thing about that on your on your on your other show. Every company needs head of America for crypto and and blockchain. Government too. Right? You could be the compliance guy. You could... There's so many jobs. And if... When's the last time anyone on Twitter got reached out by a recruiter from, like, you know, comma, you work at Fang. I could see in in in... Like, there... These kind of jobs aren't
[0:29:18] Kkoma @itskkoma: on God.
[0:29:19] Dave @DCBK2LA: I get them every day. Someone's gonna pay me a thousand dollars a day as a two d animator or a three d animator. What do you mean? They're in my DMs all the time, bro. I love those guys. Love them.
[0:29:28] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Scott, to your point, Landy, I'll tell you, I've been telling everybody screaming it. I've got KOLs coming at me as usual being like, this is the death rattle for CT if you think that you're getting the origin of of, like, salary here. This this is not it. Not it.
[0:29:45] Dave @DCBK2LA: Okay. Okay. Okay. Okay. We could agree to disagree on this.
[0:29:51] Scott Foo @ScottFooSpeaks: Dave, you you went to Vegas, Dave. Right? So let's know. Let's use a real example. So the Magic Eden event. Everyone would consider magic eating events, quote, unquote, degen. Right? And before Vegas, we're not including Vegas, everybody would always be like, yeah. I can't wait to... Like, Singapore, it was fucking lit. That fucking event was if that was the one you wanna let your hair down at, dude, that shit was epic. Right? They've always been, you know, attached to that kind. What happened, Dave, in Bitcoin Vegas? A bunch of the KOLs that come after me and Empress, they got their fucking thing reversed. After they were accepted, they turned it into a bow and tie, a a
[0:30:27] Dave @DCBK2LA: suit
[0:30:27] Scott Foo @ScottFooSpeaks: affair with all RWA stablecoins, you know, the landies. There was no, quote, unquote, the magic eating crew there, and you saw them all cry on fucking Twitter. Oh, I got my fucking invite reversed. So, again, it's like, I'm even watching the, quote, unquote, DJing companies of our own space, you know, kind of go buttoned up as well. So that would be my argument as a humble
[0:30:55] Dave @DCBK2LA: I got you. I got you. We could probably hold the whole freaking space on this. But, what I wanna do now is, Landy, I need you to say now, altcoin season is here, bro. I... We we need the endorsement. We've been we've been asking you forever. You said key levels of ETH, we're at $43.50. Bitcoin's about to break all time highs. Alt season here? Yes or no?
[0:31:18] Landy @CryptoLandy: No, sir. 4,400 is the level, sir. Ethereum needs 4,400 to even go reach its all time high at $48,067.
[0:31:31] Kkoma @itskkoma: 48,000?
[0:31:32] Landy @CryptoLandy: Season does not.
[0:31:33] Kkoma @itskkoma: 4,800. 48,000.
[0:31:35] Landy @CryptoLandy: 4,800. Sorry.
[0:31:36] Kkoma @itskkoma: Danny, I was gonna say that.
[0:31:37] Landy @CryptoLandy: 48,000. Yeah. What's
[0:31:39] NatNat @Natnatx007: Alt season's happening. Was about to say. I know I've been gone for a minute, but not that long, Andy.
[0:31:44] Landy @CryptoLandy: I know. Right? Were We just out of space earlier this morning. You can tell I'm a little tired now. No. $4,867 is the all time high above 4,400, which we just barely swiped up against a little bit earlier today. That is the level that needs to break to go run the all time high for Ethereum. And only once Ethereum has broken its all time high in earnest, not just swing it, not just go, oh, here's a swing above and then trade back down. That's when real alt season begins. But there's a problem. Uh-oh. There's a problem. Now Ethereum's pulling its weight in Altcoin market, but Solana, the great Solana that everyone thought was gonna kick off alt season. What did it do? It's not even... It's lagging behind now. And now everybody's going, Solana's dead. Remember when they're saying Ethereum's dead? Well, now Solana's dead. Guess what? They all need to pull their weight because Bitcoin is just gonna keep chugging along, and Bitcoin dominance is still at 60%. Now one of the big things that everybody's now raised their bar, they're like, well, if it breaks 60%, now it's alt season. But remember, the last time that we got up here, it was... Let's see. Alt season was supposed to begin last year when it went down 11.32% to 54% because 55% was the level then. Now it's sixty percent's the level, and next time, it's gonna be sixty five percent's the level, and then seventy percent's the level. And why isn't my alt chain coin allowing me to connect my wallets anymore? Oh, no. It's not there. Oh, no. I'm just kidding. That is a joke. Please don't take that seriously. But point being is there is no alt season if Ethereum is not trading above and breaking its all time high and going on a run. That is when you will see alt season kickoff in earnest. It will lift... The rising tide will lift all boats. But I don't think that we're gonna get the same type of alt seasons that we've seen before. We're gonna get alt seasons in a sector by sector, chain by chain. It'll rotate, and it's gonna be a continuous rotation. You're not gonna get those little bags that you've had for ages where the dust is just pumping out of nowhere, and you're not even sure why. There's nothing going on with the project. Now you have competition on every chain. There's a million freaking tickers everywhere you go. There is dilution everywhere. And what the bigger players are doing on Wall Street and these big investment firms are... They're looking through, and they're saying, we are going to capitalize on these subsequent chains, and we're going to fund operations for these chains because we are going to be doing something with them. You know what they're gonna be doing? They're not gonna be building a treasury with that particular chain unless they're going to use it to launch something like a stablecoin, like RWAs. RWAs will... First of all, stablecoins are gonna be the number one market cap crypto forever. Alright? Because you can print infinite dollars, and therefore, you can bring infinite dollars on chain by buying or taking already obtained US treasuries, moving them over, taking the cash over, and getting issuance. Right? Now you're now you're a stable coin company or you have a stable coin part to your business. You can then provide liquidity to the RWAs that you're gonna bring over. This is the next big wave in all of what we're seeing now with all of the shit coinery and all these weird things that we like to do with art and all that other stuff. It's gonna pump still, but it's gonna take a backseat in terms of flow of liquidity. But we will see an alt season at some point. I don't think it's gonna be the alt season that people want or say that they want.
[0:35:31] Scott Foo @ScottFooSpeaks: Anyway All
[0:35:31] Dave @DCBK2LA: you gotta do is
[0:35:32] Landy @CryptoLandy: look at all the meme coins.
[0:35:37] Dave @DCBK2LA: Go ahead, Scott.
[0:35:38] Scott Foo @ScottFooSpeaks: Go ahead. Oh, no, Landy. You you damn near answered, like, 90% of what I was gonna ask you, bro, because that post that went viral, I think, yesterday... Or not viral, just got a lot of likes. Dude was trying to get everyone to sell their bag by October. Yeah. Yeah. I know you guys saw that. And I just said, I'm laughing in RWA, and I'm not a Landy. Right? I I confide in in in in Landy. But I was thinking the same thing. I'm like, bro, you got Wall Street Stables, the Wintermute, sovereign families, funds like ProMax. You got these foundations from... Art Foundation, from Andy Warhol to, you know, these financial ones. You have every fucking university, whether they're using it for d side to financial rails to fucking putting their funds on chain. I'm like, how is this really fit in a cycle from here on out? And, Lainie, I I I was curious, and you answered about how it's gonna happen. And, you know, like, I remember on on on on cool, Nat, and Dave, we sat on this show when everyone said Ethan was dead. I remember it was Landy. It was all of us laughing our fucking ass off because of all the people that are building on Ethereum network. Like, come on, dude. Like, have they... Have you heard of Swift? Yeah. ETH is dead when Swift comes. Like, Vodafone. We can go on and on and on. But I feel like now that ETH has this, like, foundation built, do you feel, Landy, like, Solana has enough? Like, I... We know they have PayPal stable coin. We... There's these these other things. Do we think that they have enough like Ethereum does, or is Solana's new moment gonna be something that maybe we're not seeing now, or is it one of these, like, three or four month metas, like MemeCoins or Infofy, Trade... Or what was the other one? SocialFi?
[0:37:24] Landy @CryptoLandy: Yeah. They're gonna... They have a lot of competition because they have to adjust. They have now the hyperliquids of the world, right, that are out there courting institutions and bringing in institutional money. Shout out to Empress for for me to actually get over there pretty early on. And this is something that... When I say that you're gonna... We're gonna see all time highs break for Ethereum. We're gonna see higher prices for a lot of crypto. But the the the idea of the the old type of alt season that we are accustomed to is not going to look the same. It it is one of those things where I do think Solana has it's not gonna go away. It's entrenched. It's VC back to hell. I mean, are all VC platforms that are on there. They're well capitalized. They have institutional investors. But what's gonna happen is we're gonna see all the, you know, the big flood of money come in and and the tide lift all boats, but then it's a competition because these bigger players are gonna go one way or the other. They're not... And they're not in this for the short game. If they commit to going and building out an ETH l two or going and launching on an ETH l two, they're not gonna immediately shift gears and go, well, we need a Solana, a SUI, a this, a that, yada yada yada. No. They're going to go in that direction because that's what's fit... What's fits their business model and the risk assessments for that. And they have capital allocations. It takes time. Like, be... They don't just make snap decisions like a trench coin trade.
[0:38:58] Dave @DCBK2LA: Lendi. That's it. I was on an RWA space, and they were talking about this specifically, like, where institutions are essentially allocating money to. You know what they said? The complete opposite of what you just said. They said they're diversifying amongst the different chains because they don't wanna put all their eggs in one basket. So I find that really, really interesting that you're like, look. They're gonna make their call, make their bet, and that's it.
[0:39:19] Landy @CryptoLandy: Yeah. But how are they... Do you know how they're how they're diversifying? Right? They're not diversifying by... It's... Where you're gonna see what you're gonna see is their launches will be on the chain that they are that they prefer. And their diversification strategy is on the network infrastructure side. So all these proof of stake networks are the ones that they are investing in, and they're behind a lot of the the the accumulation in in getting into the validator portion of these other networks, which is why you're seeing what's happening with Hyperliquid happen with Hyperliquid, which, by the way, is an EVM.
[0:39:53] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Keep what I just sent you. Yeah. Look what I just sent you.
[0:39:58] Landy @CryptoLandy: So my point being is while they're diversifying, there's only so much they can diversify. Right? It is it is... There's only a couple of large cap cryptos, and they're going for the higher cap cryptos because those are the well established networks. And they are paying attention to some of the newer stuff, and they're going to see that stuff. But we're talking about taking billions and billions and billions of dollars of stablecoin issuance. That's what all of them are actually focused on right now because they have to have liquidity for the pairs that they're gonna put on chain, and they know the competition. That is Tether and that is USDC. And if they want to be competitive, they're going to be pairing it with their products and offering it in house outside of these crypto platforms. So it's it's gonna be interesting, but I do agree they're diversifying, but that's called hedging your bet against where you're already gonna be building.
[0:41:00] Dave @DCBK2LA: Yeah. Good point. Empress, go for it. Coma, what the fuck is that?
[0:41:03] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: I think, Landy, I just sent you an example that... I'm giving you a second to take a look at it, but I wanted to add, I think, looking at teams and listening for founders and and anyone behind protocols that talk about or allude to trying to work within the confines of predicted regulation is bullish too. I've been paying a lot of attention to that. It's... Just seems like a a nice security blanket to have, and some of these founders are saying things within reason that align with that that thesis that they plan on being compliant and that they're working towards that direction prior to regulation even getting set in.
[0:41:44] Scott Foo @ScottFooSpeaks: Hey. And, Chris, yeah, I couldn't agree more. And and I... I've said this a million times. I'm very bullish on access to Symmetry. It's, like, one of the buckets I built my company on. And for me, what you said, Empress, when I went to the DC dinner, I looked around the room. Right? Because there was no excuse for... If you're one of these big chains, you have the money to go. Right? There's no fucking excuse. There was no, like, oh, we can even send one person, but, you know, I saw Ripple. I saw, what's his name, Hoskinson from Cardano, Sergei from Chainlink. And I was like, they are not only in this room, They all got a place in DC as well. So I... Then I started thinking, well, I don't wanna air people out, but I started thinking, isn't x here? Why isn't this person here? They need to be front running. Like, if you're not gonna join the blockchain association, you need to join Digital Shaver. Like, either or whatever aisles that you fit on, there... There's a there's a seat for you, and it's fucking wild to me, Empress, to see... You think you're gonna do all this shit, and you're just gonna forget about America. And I'm not gonna... I'm not trying to say, like, oh, USA or nothing. But no matter how you feel about politics and take it from the guy who's at the World Economic Forum, they were sad because they knew the next four years, it goes down in Mar A Lago. Right? No matter... Again, fuck politics. This is what's happening now, and I feel like a lot of people, including one of the chains I used to work with, they fell on a certain aisle of politics, and now it's fucking the company up because they don't wanna partake in talking to Bohynes. Well, even though Bo stepped down today, the Boes, the fucking David Sachs, just because they made it into a political thing. And it's sad because a lot of these people on crypto Twitter or holders have no idea that this is even going on, and they're being politically literally... Sorry, ladies. Cock blocked. XRP? No. No. No. No, Dave. I'm saying the people who didn't go because of their political emotion. They were like, yo. I don't wanna go.
[0:43:47] Kool @koolcryptovc: Just say it, though. They they don't like Trump, bro. Just say it. Like, you're you're you're you're being too vague, man. They don't like Trump. That's why they didn't go. Right?
[0:43:55] Dave @DCBK2LA: Yeah. Straight up. Cool. And and
[0:43:56] Scott Foo @ScottFooSpeaks: we have to go into this. Like, it's about crypto. Right? Fuck. Like, dude, I I didn't vote for Trump the last time. You know what I mean? Like, I'm... I'll fucking say what I say, but it's... No one cares about... Again, Dale, I'll end it at this. No one cares... No one's paying my family's bills. No one's paying my autistic son's schooling. Right? So for me, whoever makes my life and my friends and family's life so I can work and do what I need to do in crypto and AI, bro, I'm all for it. Do I agree with all the other shit he'd be doing? Hell no. But I know how to take my emotion out of it and make it business, and I wish some of these other chains would do it too. And it's fucking sad that they're literally gonna be left out of these government pilot programs. Their projects are gonna be hated on just because you feel some type of way about Trump. It's it's crazy.
[0:44:45] Dave @DCBK2LA: That that I will agree with you on 100000%. That last statement, I feel like facts all day every day. And, Scott, I wanna... I'm gonna come back to you in a second because I I genuinely want, like, your take and your experience on this whole, like, treasury meta now. Like, I'm looking at some of the... Every other story I'm seeing now is Middle City Ventures, 81,900,000 SUI. Right? Like, that's $316,000,000. Then you got... Hold on. Hold on. Hold on. You had obviously Coinbase and Ton. Coinbase Ventures and Ton. There was a BNB, story. Hold on. BNB, CEA Industries, formerly, excuse me. BNC, formerly CEA Industries bought 200,000 BNB worth a $160,000,000, becoming the largest corporate holder of the token. Me and Landy are in agreement on this one, and and we've... And, like, Cool and and Cool and I have chatted about this too. It's like, is this corporate treasury meta gonna be a bubble? I think we've kinda said, yeah. It's probably going to be at some point. But are we just starting? And and and I genuinely wanna hear from you, Scott, like, about, like, what's the sense on Capitol Hill with all this shit. But Empress, go for it. Don't know if you had something relevant to that. And then, I kinda wanna ask Scott that question.
[0:45:56] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Yeah. Just real quick. I just wanna say that... Mean, what Scott's saying is what we... A lot of us up here have been shot at facts over feelings. Like, it's a privilege of the rich to to stand on your morals and ethics. That's just the reality. If you got it like that and you can ball like that, go. Like, you do that. But if you if you don't and you wanna max profit, you can sit there on your moral high ground, but you can sit there in a trailer park. It it just depends on how you wanna pivot. And, also, Dave, after you go to Scott, I do want... Can you check with Landon and see if that thing I sent him was relevant to what he was talking about?
[0:46:30] Dave @DCBK2LA: Okay. Yeah. You got it for sure. And the blue haired ninja's in the house. Samara, good to see you. Yeah. We were talking about Ton before. Bring crime back to crypto.
[0:46:41] NatNat @Natnatx007: Samara, the FBI the FBI, they're watching you, man. They're watching you. Be careful what you say, what you post. They might pull up on you. Mad. Mad.
[0:46:50] Scott Foo @ScottFooSpeaks: Mad. Welcome back, man. Nothing back there. They'll miss you.
[0:46:52] NatNat @Natnatx007: I'll miss you. You. Thank you, man.
[0:46:55] Dave @DCBK2LA: That's good.
[0:46:56] Kool @koolcryptovc: I I I do... Wait, Nat Nat. Dave, I do have a a question for Nat Nat. Right? So she she... You've been called for nine months. That's your... That's, like, five years in crypto terms. Right? Did you did you keep up with the markets at all? Did you were you watching anything? Were you paying... I know you're you're kinda baby. But were you able to stay with fully away, or were you still taking prices still?
[0:47:15] NatNat @Natnatx007: Yeah. That's a great question, Kuhl. I have been... I was I was able to to be somewhat involved. Right? Like, I couldn't catch on... I couldn't take everything in. So, like, I missed on Quack and Yap and Infify and all of that that good stuff. But on the on the stock side, you know, it it was very... It was a very lucrative moment because I don't know if you guys remember when I when I came... I did, like, a little pop up a few months ago, and I lasted, like, fifteen minutes. And I think, Landy, you... Oh, you asked the same question, and I mentioned, like, hey. I don't know, guys, but I am hedged. And then April happened, and my hedge play paid huge. Then I know... And then a few months prior to that before I left, I was... We were pounding the table on Robinhood. Robinhood ended up paying over 3000% gains on the leaps, long dated options that I had. And then right after April, because I was sitting on cash, I was able to buy the dip on a lot a lot of a lot of stocks that were at very, good entry point. So on the stock side, I have been very involved. And, of course, with what... What's been going on with the tariffs, these companies, and ETH Treasury has been a big one too. On the crypto side, it was a lot of... It's a lot of moving pieces. I didn't add anything new. The only thing the only thing that I was able to catch on a little bit was Billy, and that's because you guys are posting about it a lot. And I remember just seeing the no... The notifications just pop up left and right. Billy, I'm like, who is Billy? What is what is going on? So that's one that I that I was able to know a little bit about. But with regards to all the other moving pieces, I have not. However, you know, I... I'm in a good spot. You guys know that I'm big on Hedera. I'm big on Algorand. I have XRP, and XRP is at $3. Remember someone mentioned a long time ago that it was supposed to only hit one? Look at it now. Right? Don't think this person is in here. But, hey, that goes to show you just never know what's going to take off. You have to diversify, but diversify intelligently. Right? Because a lot of people talk about diversification, but they're in a lot of, like, BS stuff. You have to diversify intelligently and focus on asset allocation too. Right? Because you don't want the maturity of your money to be in memes. You want you want something steady, something that's gonna build your portfolio over time.
[0:49:39] Dave @DCBK2LA: Damn it. I knew I should have sold this stuff. I should have sold the meats. Anyways, Nat... Yeah. Cool. Great question. Nat, it's... I don't know how the hell you do it. You really are fucking Wonder Woman. I don't know how you keep up with all this shit. Like, I I miss one day, and I'm like, I'm I'm I'm cooked.
[0:49:56] NatNat @Natnatx007: Man, no lie. I was in the hospital. They had me hospitalized, and I was looking at my Robinhood account. I'm like, oh, man. I just... I was, like, adjusting I was adjusting my portfolio at the hospital. Listen. Get it by any means. Right? It's just me, my husband. I don't have the nine to five. I have a full on business. We gotta work. We gotta do what we gotta do.
[0:50:15] Dave @DCBK2LA: That's it. Let's go. Good shit. Okay. Scott, I I genuinely wanna... I I wanna chat about this treasury meta, and I'm kinda curious if you can talk about some stuff, kinda give us the feel on on Capitol Hill and, like, what's what. Because we're seeing this at, like, every other chain now. Like, you know, I just rattled off, like, four or five of them. Right? You... Joe Lubin's on TV talking about Ethereum flipping Bitcoin... You know, Ethereum 20,000 and flipping Bitcoin next... Know, in 2026. So what's the sentiment on Capitol Hill for a lot of these treasuries, and and what's your personal take on? Do you think this is the bubble and, you know, profit up some fucking... Some of these businesses or some of these public entities. We're just, you know, having a Bitcoin reserve or what... Like, any other crypto reserve might not be the long term strategy that people need?
[0:51:03] Scott Foo @ScottFooSpeaks: Yeah. No, David. It's super interesting, especially, like, going back to, you know, when you were doing the spaces when people were saying ETH is completely dead. And you guys named a bunch of of the, I guess, the tokens that you're you're seeing. Right? So, like, the Chainlinks, the Cardanos, the Ripples, SUIs, the Hederas, AVAX, a ton, I think you were saying, Dave. BNB, of course. Right? And then ETH. If you look at all those chains, there's, you know, you don't gotta be a rocket scientist. Even a can kinda see what's going on here. Right? These are all chains that bet the the house like Scotty boy on on on real world applications. Right? Most of this stuff is is stable coin based, you know, real world asset slash application. So, you know, everything from collateral settlements to JPMorgan's instant settlement and saving $20,000,000, you know, for for the complete chain. Now which one of these really ends up being the next one? I don't know. I've always been the I've always been the the, I guess, the... That had the vision of I don't think, you know, there's just room for all of these. I could be wrong. But I think, you know, Chainlink has a very specific, you know, product market fit. And I think in web two sometimes... Or web three, we forget, like, is your product good or is it not? It's not really about who is, quote, unquote, building on your chain. It's... If you have Vodafone really come on your chain, like, they started building on ETH, they made Pairpoint. You know what I mean? So I'm looking for things that not only it's a cool tweet or a cool fucking marketing thing, is there a... Is this collaboration that you're seeing something being built where that treasury actually is more than what you're saying, Dave, like a speculative play or I'm late on Bitcoin, so I'm gonna do this now. Now I think also what ignited this too is shout out, you know, shout out to the Penguin, Tom Lee, you know, from Fun Strat. You know, a lot of his investments, it... It's too risky for crypto, but fuck it. I'm gonna make my own eth one. Who better to do it than than Tom. Right? He's fucking been telling
[0:53:22] NatNat @Natnatx007: me boss move, Scott.
[0:53:24] Scott Foo @ScottFooSpeaks: Boss move. Right? You can't you can't, like... And now what? He got the second or most eth, you know, that there is. So, man, like, you can't hate on him for doing it, but I do feel, Dave, you... There is a lot of truth to the copycatness. I feel like, bro, Dave is, like... I mean, Tom is... Sorry. Tom is a special fucking guy. Just like remember when Luca was doing things, everyone thought they could be the next Luca Nets. It doesn't work like that. Either you got the dog in you or you don't got the dog in you. Just like someone tried to be empress, empress cut different. Everybody up here, you can't copy Landy. Dip boy j, I'm talking to you. Oh, yeah.
[0:54:01] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: I'm talking I gotta tell you something. Nat... Scott sounds hella sidelined on Hyperliquid right now. I just want you to know.
[0:54:11] NatNat @Natnatx007: Got it. Lincoln.
[0:54:14] Dave @DCBK2LA: Okay. No. Scott, that's a good... That's really, really good insight. Let... Landy, like, anything you wanna kinda, like, maybe add or anything that that that that Scott talked about, but that pretty much kinda... It kinda reaffirms what we're talking about. Yeah.
[0:54:26] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Tell me
[0:54:26] NatNat @Natnatx007: something, Landy. Tell me.
[0:54:30] Landy @CryptoLandy: I I actually... I highly doubt that Scott is sidelined with the things that he's in, but I... You know, it's easy to miss what's happening on something like Hyperliquid, and and you did send me the Kinetic stuff. Yeah. The reason why Kinetic is doing what they're doing is they have a stake in the network. All of these different companies, if they're getting into it at this point, one, the treasury company Meta. Most of what we see with these treasury companies, if they aren't going in with a strategy and they have a product market fit for their business, they will fail because somebody else will utilize a a strategy where they have a treasury of a token, and they have a product, and this fits in with their products that they're bringing to market. And that... Those are the companies that will survive. But we'll we'll bring around the next bearish period is treasury companies that can't compete with other treasury companies that have real business models, real revenue, and earnings. And that's what's gonna bring about the next bearish period. I wouldn't even call it a bear market because we don't know considering some of the, economic data and the way that the winds might shift. I'm still q four to q one. Right? I'd I'd maintain that. You know? Nat Nat, you remember last year when I talked about the q one to q two transition? She remembers. I was like, it's fraught with peril. We better be ready. And people faded me on that, Nat, and they got hurt bad. And they were crying the whole time that it was going down. Meanwhile, I was buying while they were crying. And, look, this is this is where, you know, understanding kind of economics and then also where the market is moving. And a lot of companies that are doing this are just fighting to survive. But then there are the companies that are getting into this or the crypto side going in and buying companies because they already have a business. Right? Or you have new investors that are getting into companies because they already have a business or a stake in these networks. And what you're seeing is if I have a treasury of Hyperliquid, guess what I'm going to be doing with that treasury? I'm going to be a validator. So I can collect fees, and I can participate in the network and build my products out and be a front facing entity to traditional markets while we're waiting to bring everything on chain. Same thing with Ton. Brilliant strategy. Turn it into, you know, turn the holding company into the actual company. Now you have a business model already through Telegram and TON, and you integrate those. Take Justin's son. Justin's been everywhere in Washington. Why has he been everywhere? Why did he reverse... Why did why did he do the merger and and take over SRM? Where the... It was SRM? No. Yes.
[0:57:12] Dave @DCBK2LA: Yeah. Yeah. That's right.
[0:57:13] Landy @CryptoLandy: It was SRM. And now it's gonna be... He changed in the name. He has it... It's his business that he is now bringing. He already offers a business. He's already got a massive stake in his own network that is a business. It has a revenue model. And now he's gets all the extra perks where he can productize because of the type of company that he just took over and all the assets he's gonna take over. Then you have this whole set of other treasury companies that are like, we bought Bitcoin. We bought Ethereum. We're a treasury company now, and they are just offering up debt, and they will die because of it because they are failing business. And it's gonna be taken over by the real players in the room, the real big boys that actually have business models either entering to take over these companies or the ones that are building in in addition to their already existing business models. Go ahead, Scott. Sorry.
[0:58:06] Scott Foo @ScottFooSpeaks: Oh, no. Dude, man. I just wanted to give some alpha because I'm glad you brought in Tron. Exactly why that was our first partner at OrbitalBeam. So we will be feeding and funneling Tron all of our IRL web two, the enterprise partners. And if you guys have followed me, you probably know who are a couple of those will be. And it's very easy to implement something when... Shout out everyone who knew... Who knows Hunter. Right? That's Justin's right hand guy. Hunter's, like, at every event. He's at fucking d... In DC at every event, like, wiggling. He'll even... He was even working the Tron T shirt desk to get the job done. So shout out shout out Hunter. But, again, Justin's real business and way to get attention to the mechanics and things that he's doing is very unique whether you like him or not, and it was, like, a no brainer for us at OrbitalBeam to partner with Tron and and figure out some cool stuff to do together. So just wanted to give Tron their flowers, man. I I feel like, yeah, they're the big dog, but, like, we always bring up every... And even me. My... I just fucking named all these chains. I didn't even bring up our own partner. I always feel like they get left out for some reason, and they shouldn't because of what Randy, you know, just said about the the business model, and they've never... You know, they're always hitting, and they're always right, and they're always getting a new partner.
[0:59:26] Dave @DCBK2LA: When you got $80,000,000,000 in stables sitting on your estate and you take your money, you're doing something right. Okay?
[0:59:33] Landy @CryptoLandy: I've got a little less than that, Dave. Come on. Come on. I got
[0:59:36] NatNat @Natnatx007: a little A little less
[0:59:37] Scott Foo @ScottFooSpeaks: than that.
[0:59:38] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Oh, you missed it, Nat. Landy announced in late night with Landy that he has more money than God. We've been informed. So there you go.
[0:59:46] Landy @CryptoLandy: I do not remember this. I was drinking. That's what late nights with Landy is. It's a little drink with Landy. And... But I did wanna point this out. Now I am I am shilling a little bit for Tron because I am pretty well invested in the ecosystem now that I fucking figured it out. So, you know, so not financial advice, but I'm bullish on companies that do what they're doing and have a real business model and actually take over a company to get exposure to the stock market because guess what? It is such an easy vector for RWAs. You can get all of the capital inflows that you're never ever going to get if you stay in Web three. You're never going to get it. Your your projects have to be appealing to the mass market of investors if you're going to survive longer term. And I'm sorry. The degens and web three are not investors. They're traders
[1:00:42] NatNat @Natnatx007: or they're people trying
[1:00:43] Kool @koolcryptovc: to make
[1:00:44] Landy @CryptoLandy: tons of money. Right, Nat?
[1:00:46] MetaBeast @AKCMetaBeast: Chill. Chill. Chill away. Justin Sun signs my paychecks, baby. We talk about this
[1:00:51] Dave @DCBK2LA: shit every Thursday morning. Sun pump meme spaces, bro. Nat, go for it. They will say what's up to Sunny d.
[1:00:56] NatNat @Natnatx007: Yeah, man. I agree with everything that that Landy just said. He's he's he's right on. And meme traders, they're not in... They're not investors. You're right on with that. One thing, though, Landy, I'm not sure if you've been if you've been noticing, but on the stock market side, there has been a lot of companies completely redoing their entire business business portfolio that... The way they do business, period. Most recently, there has been... I don't... It's a small company. The CEO of the company worked at Merrill Lynch as well. Not with me. He was there prior to me going in. He he took over BIT... What's it called? The ticker symbol is b t b t.
[1:01:42] Dave @DCBK2LA: B t b t. Let me see.
[1:01:44] NatNat @Natnatx007: BIT Digital. He he took over BIT Digital. Yeah. And they're... They did their entire business plan to to hold Ethereum. I don't know if you've you've been able to look into that story, but I think that's that's very, very interesting. And it it it goes hand in hand with what you guys are saying as a possible possible bubble over on that It will be very interesting to see how it plays out because a lot of companies are now doing that. And what we're seeing is we're seeing inflows and up... Outflows out of, like, actual equities and inflows into into companies like that, which in a way can create such a big risk going forward, especially with the economy the way it is and us expecting the data that we're expecting, the cost that we're expecting. So I don't know if if... What's your take on that?
[1:02:27] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Nat, you're sideline on hyper liquid too.
[1:02:32] Landy @CryptoLandy: Well, I'll
[1:02:32] NatNat @Natnatx007: go to Put me back on, girl.
[1:02:35] Landy @CryptoLandy: Definitely, this is... We're seeing a lot there, but they're also creating their own little bubble because they have a lot of capital that is from big institutional investors. And once one runs, they all run. The... We have... Look. From the market side of things, the market is is in this massive readjustment period, and there's a lot of fear. So they're latching on to literally the narrative of the day, and the narrative was AI, and now it's crypto treasury companies, and they've been adjusting. And look, there's some companies and some leadership teams that are doing it better than others because they were good when they started to get in and invest early into AI. So now they have some capital. They have the tech. They can get into crypto. And there's a lot of the late comers that are like, we missed the AI boat, and now we have to work on integrating that, but we can catch this boat. Right? So we we can go out before all the ships leave and go out to sea with crypto. We can get in now and start to reformulate our business models, maybe even change our names. I mean, look. They've they've... They're looking at the successful models, you know, the marathons of the world, so as the maras of the world, so on and so forth, that is successfully transitioned from one type of business to another. But that is not going to become commonplace because once you get... Once you have so much transition of this occurring, there's only so many that are gonna survive. Right? It's it's... And whatever sticks is going to be those companies that have real business models that are entrenched in this space, or they have real business models that are entrenched in TradFi that are adding to their treasury and building out later. And there's not a lot of companies that have their their roots in TradFi where they're doing well and adding crypto to their treasuries. Like, we haven't seen, you know, the FANG. We haven't seen the Magnificent Seven enter yet. Right? Those companies, when they enter, they're already all in on the AI side. They're the pioneers of a lot of it. Right? Or they're invested or co invested in in partnership with a lot of it, or they're involved in supply chain in some way, and they're pushing technology in general forward. Now they start adding crypto to their treasuries. What's that gonna do to all these little ones that are like, hey. We've been doing this too. Look. We're a treasury company. Look. What are you... How are you gonna compete? You have nothing. And and there's no... I could go spot and be better off in in most cases. Right? And then they're gonna be forced to liquidate. And I see with the cut stuff, just to to touch on that, post Genius Act, they're gonna be... They're they're going to cut soon. It... It's just a matter of are they gonna cut?
[1:05:22] Dave @DCBK2LA: 83% on poly market, Landy. The odds for the next, for the next, Fed meeting, 83% say yes, Fed cut. Yeah.
[1:05:30] NatNat @Natnatx007: Yeah. I see that happening.
[1:05:32] Landy @CryptoLandy: Yeah. And and you know why? They have another vector for demand. That is that is these these, stablecoin issuers. They're ready to go. They they weren't ready last month. I don't think they're ready this month, so I'd be very surprised, if if we didn't see it. I I think they'll be ready in September, and that's kind of when everything's lining up. Because I can tell you I am privy to some conversations that are happening happening with OTC desks because I'm still entrenched in that little world. Just that little world. I only have a little little view into that. My my day is too busy.
[1:06:05] Dave @DCBK2LA: Little world.
[1:06:06] Kool @koolcryptovc: Little world.
[1:06:06] Landy @CryptoLandy: It is... It's tiny. It's...
[1:06:08] Dave @DCBK2LA: We... Mhmm.
[1:06:09] Landy @CryptoLandy: But it is... Man, that survived this entire time, by the way. But that portion, they're getting ready to to actually come on board, and they need to partner with OTC desks to do some of the bigger moves. Right? So when they're... When they're getting ready to issue stables, and that will be, I think, the Fed is much more comfortable cutting in this regard because they weren't comfortable cutting before because they are the vector... The last the last buyer. Right? They are the buyer of last year's worth. And they they now have other buyers, and they can they can massage it in ways through balance sheet expansion if they need to and never actually hit QE and not freak everybody out.
[1:06:54] Dave @DCBK2LA: Landy, 83,190,000,000 is the stable count on Tron currently, so not less, but more than 80,000,000,000. Empress, hold on one sec. Let me just say what's up to Sunny d because these are the dudes that are in the trenches out here. Sunny d, what's good, bro?
[1:07:09] Sunny D @dylN0chill: Yo. I love it when I come on a multichain space and I hear let's get some flowers for Tron. Congratulations on your partnership with them. That... That's that's awesome. I hope you have massive success. And also, major thank you to Scott. He's always like reality smackdown, and it... It's, like, something that everybody in this space needs, like, probably on a weekly basis, if not more, because... But, yeah, today's a great
[1:07:39] Landy @CryptoLandy: Sunny, we needed that hourly.
[1:07:42] Dave @DCBK2LA: Sunny d, I need a plus one for Thursday. There's the the the sun pump anniversary dinner, and then I'm going out. I'm going solo. You wanna come down and be my plus one? This Thursday?
[1:07:54] Kkoma @itskkoma: Yeah.
[1:07:54] Scott Foo @ScottFooSpeaks: Maybe. I'll get back to
[1:07:57] Sunny D @dylN0chill: you on that.
[1:07:58] Dave @DCBK2LA: Damn. Rejection. Rejected. Alright. Nice. Empress, go go for her.
[1:08:06] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Two things. One, despite the TradFi aspect that, you know, I love so much, I'm talking about larger treasury companies eating smaller treasury companies. For us, d gens out here that are no fuck all about the TradFi part. The underlying message, would think, would be still follow those giant trad fi actions because the underlying asset will still then have value despite what the fuckwads up top are doing in the suits. And the other thing that just occurred to me, Landy, I've teed you up several times to say cool shit and you haven't. And I just remembered that somebody got stopped with a bunch of NDAs recently. Am I being construed... Confined to, like, certain things right now because of your NDAs? I'm just curious.
[1:08:52] Landy @CryptoLandy: There are many things that I cannot talk about. Yes. NDAs are real, and I have to talk around certain things. But what I can tell you is that the alpha that you sent to me about Kinetic is is good alpha, and that's what... Look. There's tried five players are looking at hyper liquid is essentially what she wants me to tell you. And they are
[1:09:17] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Thank you. 16 times lined them up for that shit. There we go, Landy.
[1:09:21] Landy @CryptoLandy: Bye, Blondie. I I threw it in there, but it was in the mix of other things. The the... They are definitely looking into it. And I don't know. You don't just get a coin going from $20 to $46 in a matter of a couple of weeks without some big bags coming in. And the whole point of doing that is to... You buy the coin. Look. You have to understand proof of work versus proof of stake. Proof of stake, I can buy myself into your network, and now I have a stake in your network. If I'm going to become... If I'm gonna build on your network, I'm going to buy the token so that I can have an actual con... I can have some vector for control. I can have some vector to get some fees back while I'm building and funding other things that are being built that are going to help my business. Because now I am definitely self interested. If I'm gonna fund a platform that's doing something, I'm going to buy into the network, become a validator, and then I'm going to fund that platform and maybe even fund their competitor and then have one fail so that you can all run to me. Oh, wait. I had me fail so you can run to me? Uh-oh. Just be aware of those types of situations when you have newer networks, Empress, please. I can't say anything more than that because there are gonna be a lot of look. I think you get my points, all of the different points that I'm making about points. But, you know, just just, you know, keep keep where the money is. Where is the money going? Because in... When you get that point, you will get all of the points that I'm making, and then the money will follow.
[1:11:00] Scott Foo @ScottFooSpeaks: Hey, Lynn. Why do figure out if
[1:11:01] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: I'm not... Hold on, Scott. I gotta translate that. This is what we do here sometimes when I don't have an NDA and I can do whatever the fuck I want. There's a massive points problem for the people that are playing in the hyper liquid system. That's what they're trying to farm and focus on. That may not be it, people. I've told you, problem with points historically for a lot of us OGs is you could accrue a million of them and never know what the fuck they've ever done or going to
[1:11:26] Dave @DCBK2LA: do for you. Points are no good. Who?
[1:11:30] NatNat @Natnatx007: That reminds me of something, Dave.
[1:11:32] Landy @CryptoLandy: Yeah. We love... We fucking love...
[1:11:35] MetaBeast @AKCMetaBeast: How How many points do I have?... Money.
[1:11:39] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Prioritizing these protocols that are rolling out, especially when you are... Have the privilege of beta and early access based on points maxing, just... It it it may not be the play. That's all I'm saying.
[1:11:50] Dave @DCBK2LA: Yeah. And by the way, also, Empress, on that hyper liquid space, you should translate the same way you just did Landy when they were talking about how to bridge over, like like, the... Like, your hype.
[1:12:02] Kkoma @itskkoma: Oh my god.
[1:12:03] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Three words. Relay.link. Skip all that shit. Go to relay.link. You're good.
[1:12:09] Dave @DCBK2LA: Hey. Hey. See? There you go. Thank you. Check. Hey. Hey.
[1:12:12] Scott Foo @ScottFooSpeaks: I had a question for Landy too because he's way smarter than me. Well, all you guys are way better traders than me, so I really... This is a question, obviously, for Landy, but everybody else. With everything we talked about, like... And we haven't even cracked open, like, tokens connected to physical AI. Like, that could be a whole other space. My favorite word, robot labor arbitrage connected to tokens, robot DAOs. That's a whole other lane. But the thing that I think attaches what you're talking about now, Andy, that I think is going to be next just because of the whisperings, you know, here in Silicon Valley and, obviously, with the Vine shit and the LinkedIn founder, the Internet capital market shit. Right? Now no... I don't know what that's gonna end up being the... What the finality of that is gonna look like, you know, token legal. But when that does finally catch you in and to anyone's like, what the fuck are you talking about, Scott? Meaning, lot of these founders out here in the Bay Area, they they they have a million dope ideas. Right? And maybe the one that got funded isn't even the dopest. Right? Like, look at Slack. Right? They built a whole other thing and Slack their internal tool wouldn't be the thing that blew up. But what happens is once they get one of these huge ones funded, it's really hard to get another one funded. But who better than fund shit than us token fuckers? You know? Especially if it's a founder like a... Like I'm saying from from FANG or or or a reputable... You don't gotta be from Silicon Valley. Just a reputable company, and you have a really good idea. So on top of Internet capital markets, mix that with the the JPMorgan, Swift. And when I say JPMorgan, I'm meaning Kinesis, their chain. And then you you know, we... Randy, we talked about this. Me and you, we caught Amazon tokenizing receivables, Walmart as well. Now you got Sony about to use the optimism stack. When you put all of this together, right, all of this, like, volume, what does that really do to the cycle? And this is why I was arguing with that dude so much. Like
[1:14:07] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Cycles are dead.
[1:14:08] Scott Foo @ScottFooSpeaks: Exactly. And I'm not a trader, but I'm like, I'm just looking at this in a web two way and looking. So my son's mad. Sorry about this iPad. But I'm like
[1:14:16] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: They all get mad. That's what they sound like when you tell him the cycles are dead, Scott.
[1:14:20] Scott Foo @ScottFooSpeaks: Yeah. He was like, turn my Minecraft back on. He watches Minecraft on the iPad while playing. It's just crazy. But, anyway, yeah, like, I just... And I and I and I always say this. Right? What about six months from now, nine months from now? You know, you got Citibank coming in. If if Walmart's tokenizing receivables, you think Target's not... You know, we we already know where this is going, and I just think that, man, that's just too much fucking people using these main chains, right, the ones we went over to, like, make this shit, like, do what it did two years ago. And and am I tripping?
[1:14:52] Landy @CryptoLandy: No. You're not tripping. And and I'm gonna reference... I'm gonna throw this over to Nat Nat for a moment because when money is printed into existence, it doesn't get destroyed. Right? It only changes hands. That's it. When you see global liquidity rising and falling, what does that really mean? When you see m two rising and falling, it's not dollars coming out of the system. It's dollars that are being parked versus how... What the inflation rate is. Right? The money that's been printed post 2020 coming into this system has not left, and there's only more that's coming because every time you see CPI data, which is coming out tomorrow, looking forward to that, I think it's gonna be under, by the way. I think inflation's gonna be down.
[1:15:36] NatNat @Natnatx007: Me too. Me too. Me too. Let's
[1:15:37] Landy @CryptoLandy: see. See? And and I think it's gonna be I think it's gonna be a miss and probably a bigger miss than people think, but that's just me. I'm I'm only speculating. I don't have any inside information, but just based on the the numbers that have been coming in, that GDP net exports shrinking the way it did. But, anyway, point being that that money has to go somewhere, and all it does is change hands. Like, when we saw the Six Sigma event in April, right on time, by the way, what that was was that was a bunch of cash coming out of the markets, a bunch of, maintenance margins that needed to be bolstered at a lot of firms because, like, when you when you start... When it starts rolling off the hill like that, you you have maintenance margins. We're leveraged to the tits in in, traditional markets. You think that leverage is bad here in crypto?
[1:16:30] NatNat @Natnatx007: You have no worse than the stock. Yeah.
[1:16:33] Landy @CryptoLandy: It's so much worse. I mean... So you have maintenance margins. That all rolls off the books. You had foreign investment then rolling out of, you know, corporate, bonds, in the high yield and investment grade. You had treasury selling off and then a trade out of the dollar, they park it, and now they're bringing it back through investment, by the way. Isn't that neat? They're bringing it back through investment. 500,000,000,000 here, 600,000,000,000 there. We're bringing it back over, and then they're gonna trade back into the dollar. And what we have is the, the the trade, deficit will shrink because the dollar is cheaper. Basically, it nets out to... They're actually getting a really good deal to import things into their country, meaning our exports are much cheaper for them with a cheaper dollar. We get to
[1:17:20] Dave @DCBK2LA: Take a breath.
[1:17:21] Landy @CryptoLandy: We get to we get to export that dollar while we're building out our AI and crypto. And all of these tradify companies that are going to come on chain through through the liquidation of stables that are going to infiltrate the chains, what you're gonna see is a a big lurch from one side to the other. It's basically TradFi just just bombarding into crypto. Right? And it's gonna... It's slow right now. We're in the quiet period. We're at the quiet before the storm. But in six to nine months, your favorite degenerate meme traders are gonna be trading against some of the most advanced fucking traders in the world on the same chains, maybe even some of the same platforms. Because what they're gonna do and what they're doing right now with many of these platforms is like, sure. We'll throw your shit coin on there, and there's some liquidity, and you got a pool. Have fun. And then you're gonna be up against a pool. Let's just take NVIDIA, which, by the way, it's not a true... Many of them are not true tokenized. They didn't actually move over the stock to actually make it a real RWA. They're they're they're special vehicles. And I mentioned this earlier today, so Matt's probably like, I heard this already. But they're special vehicles. And what you're doing is you're just trading the volatility vector for it. But when these come over and they have full on liquidity pools of, like, a billion dollars, and it's like Nvidia trading on chain against your favorite shitcoin, I can jump into the liquidity pool and participate in DeFi with this now? Are you kidding me? Why would I ever go for the shitcoin? Never. So what it's gonna do is it's going to dramatically shift the entire market. You're gonna see the crypto market cap soar, and it's gonna soar because you're gonna see all the major protocols get a massive uplift just because of the TVL coming in, but you're also gonna see stable slowly eat at the market cap of Ethereum and then Bitcoin. And then before you know it, you'll have stablecoins at $4,000,000,000,000 overnight. You'll be like, how did that even happen? And where is it gonna be? That's what you have to think about. Where is all that liquidity going to be? Because that's where the smoothest trading is gonna be. That's where all of the capital is gonna be going. That's where people are gonna be going nuts, especially in this space because there's a lot of money still on the sidelines left to just be thrown right in. Combine that with possible rate cuts, more liquidity injections by congress because they love to spend money. So, look, it's going to happen, and our cycle's dead is kind of what you asked. Yes and no. There is no cycle.
[1:20:05] Scott Foo @ScottFooSpeaks: Are at
[1:20:05] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: a four turning... Say it, Landy. Say it, Landy.
[1:20:10] Landy @CryptoLandy: I'm not saying this is...
[1:20:12] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Three weeks. Say three weeks. Three weeks.
[1:20:14] Landy @CryptoLandy: Three weeks too late. Everyone's gonna be three weeks too late. Trust me. But here's the biggest thing, and this is this is really important to understand, is that it's not going to look like what people expect. It is a bunch of trad five bros and gals who have way more experience managing money than anyone in this space has ever even seen or managed themselves, and they're gonna be here. You're gonna see a a revolution for crypto and AI. Don't forget AI is here, and it's all gonna be revolving around liquidity, RWAs, and your favorite chains. You know, they're all gonna get a nice boost. Are the cycles dead was the really big question to answer. I still think that traditional market liquidity cycles are intact q four to q one, but I'm open to be being proven wrong. If anything, we just get that sell off. It becomes another short bearish period, and then we're up up and away again. That's what I'd love to see because... Maybe Nat Nat knows this. Nat Nat, you're familiar with the fourth turning?
[1:21:22] Landy @CryptoLandy: Might not be. But that's... There is the fourth fourth to first turning. It is the changing of financial systems, and we're witnessing it right now. We're right in the middle of the changing of financial systems. The last one, what did we see? It was a creation of the Fed. It's a eighty to a hundred year cycle. We're right on pace for that changing of the financial systems, and usually, a fourth to first turning is beautiful, and you do get that... I can't say lengthening cycles out of it.
[1:21:55] Dave @DCBK2LA: Yo. Elizabeth Warren just came out and said that current crypto frameworks could blow up The US economy. Is that what you're saying, Landy? You agree with Elizabeth Warren? What?
[1:22:06] NatNat @Natnatx007: Landy, I'm so sorry. You said something, but I was with the baby. I'm sorry.
[1:22:10] Landy @CryptoLandy: Oh, you're good. You're good.
[1:22:11] NatNat @Natnatx007: You were referring to the fourth tourney?
[1:22:14] Landy @CryptoLandy: Yeah. Are you familiar with the fourth tourney?
[1:22:16] NatNat @Natnatx007: Isn't that, like, every, like, eighty eighty years or something?
[1:22:19] Landy @CryptoLandy: Eighty to a hundred years. Yeah. And we're right on pace. And, typically, with the fourth turning, you get a failover from one financial system into a new financial Yes.
[1:22:28] NatNat @Natnatx007: Yes. That that is why crypto is what... I'm telling you, crypto is playing a bigger role than some people recognize.
[1:22:35] Dave @DCBK2LA: Yo. I'm selling tulips after ATC if anybody wants to buy some tulips.
[1:22:39] Landy @CryptoLandy: Yo. I do not agree with her. Do not
[1:22:42] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: I agree with just got super giddy when he announced that. It's disgusting. Studying technocrats. I just want everybody to know.
[1:22:50] Landy @CryptoLandy: Hey, Dave. You know what's better now? Tulips Yeah. Tulips on your piano? What? Two lips on your
[1:22:55] Dave @DCBK2LA: organ. Hey. Oh my god. The dad jokes are serious. Homa, what is going on, bro? If this is serious... Look, guys. My man is so serious about Infofy and farming. He changes PFP. He got... Mind you, this is someone that goes through existential crises, right, between, like, his fucking his Capybara and his fucking... What's it called? Coma... Wait. Hold on. Is Coma... Coma, are you up here?
[1:23:24] Landy @CryptoLandy: Oh my god. Coma.
[1:23:26] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Now he's gone. Think he for
[1:23:28] Landy @CryptoLandy: a second.
[1:23:29] NatNat @Natnatx007: But his PSP is kinda interesting. I would love to know the story behind that one. No.
[1:23:34] Kool @koolcryptovc: He he just... He he just changed it, like, like, ten ten ten, twenty minutes ago. I'm like, I wanna know what's going on with, man. Is that is that is that if the is that, though? Is that your real Christian from? No.
[1:23:47] Dave @DCBK2LA: Cool. You remember the fight we knocked down drag out shit we had with... For his Suzuki? He was like,
[1:23:52] Kkoma @itskkoma: I don't know. I was so... I was just like... Mean... And look
[1:23:56] Dave @DCBK2LA: at him. He threw that Suzuki to the side, Kapybara. Now this is... He's he's literally shaming the rest of, like, like, like, the the the Koreans out here for Billions Network. Kung pao, what is going on out here?
[1:24:08] Kool @koolcryptovc: Dude, I'm just, just living the dream, man. Like, I wanna I wanna represent the projects I support, and I do it unconditionally by, you know, profile picking by, famous... The most famous Korean soccer player. And, yeah, I thought it was a good idea. And then I publicly shamed all the Korean Yapters for not thinking of this... Thinking of this idea first. Gong Too is in this space, and I called him out because... Yeah. Shame on you Gong Too for not thinking of this great idea.
[1:24:42] Kool @koolcryptovc: Yeah. Well, I guess it's something to do.
[1:24:45] Dave @DCBK2LA: Ladies and gentlemen, that's commitment.
[1:24:47] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Yeah. Americans are stupid. I'm telling everybody that's your real life docs.
[1:24:52] Kkoma @itskkoma: I mean, I'm pretty sure, like, 40% will believe that one, and then the other 40% will believe the other picture,
[1:24:58] Kool @koolcryptovc: and then 20% will believe either or. I don't know.
[1:25:01] Dave @DCBK2LA: The other guy was clearly Chinese. He's a Disney star. Come on. Anybody would... Nobody can make that mistake. But this guy this guy right here, of course, I knew that that was the head of the the Korean soccer team, bro. Think I didn't know?
[1:25:15] Kool @koolcryptovc: What's his name? Exactly.
[1:25:18] Dave @DCBK2LA: Is someone breaking up?
[1:25:19] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: It come with just a say my name to you? That's awkward.
[1:25:23] Dave @DCBK2LA: Yo, chill.
[1:25:24] NatNat @Natnatx007: You know what, Empress? I agree with what you just said about us not being the brightest in the room because I'm 100% believe that that is Landy in his in his PFP.
[1:25:36] Landy @CryptoLandy: Wee. Everybody knows it's me.
[1:25:38] Dave @DCBK2LA: Landy, I'm just glad you didn't black out, bro. That might be... That might have been like... That that was like Landy of old. That was like old school Landy. You went on... I mean, it was, like, alpha packed for sure. So we're gonna we're gonna get some amazing info from that, but I just wanna make sure you're okay. Like, you're not you're not gonna black out?
[1:25:54] Landy @CryptoLandy: I did I did fall on the floor at least once.
[1:25:56] Dave @DCBK2LA: I was gonna say, I heard a thump at some
[1:25:58] NatNat @Natnatx007: point. Let
[1:25:58] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: fuckers capin. He's the technocrat. He decided to just fucking print off of all of us. He can't wait for this fourth turning shit. It's ridiculous.
[1:26:07] Dave @DCBK2LA: Oh my god. I animated the I animated the empress being bagged and tagged into the fucking black van, by the way. I can't I can't share this stuff. Like, ADHD is a motherfucker. It's so good, guys. It is so good. Wait. Let me just say what's up to the intern vibes. Welcome. What's up?
[1:26:22] NatNat @Natnatx007: Hello. Hello. Hello. Happy whatever day. I've lost track of time. I've been building a boat. Don't ask me why, but I just blame AI. I thought, hey. Yeah. Let's go build a boat. Yeah. Three hours later, I'm going, what the hell am I doing? And what did I start off doing? But I'm having a ball.
[1:26:39] Dave @DCBK2LA: Welcome to my life, Violence.
[1:26:41] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: People say blame the bot, Dave... When people say blame the bot, it's triggering now.
[1:26:46] Dave @DCBK2LA: Yeah. Like, that's my whole... That's my life. That's every day. I wake up like that. It's like three hours I spend on it, then I'm like, I hit a roadblock, and I'm like, oh, no. It's not gonna... I'm not gonna put the rest of
[1:26:57] Kool @koolcryptovc: the engine I just I just wanna say this is the first time in a long time we've had three females on on stage, so much love. I appreciate it all. This is a beautiful thing. I love to see it.
[1:27:07] Dave @DCBK2LA: Let's go. Let's go. And, of course, Bildo's coming up for company re...
[1:27:11] NatNat @Natnatx007: Bildo's a hater, man. He's been hating on me since I've been back. I'm taking it personal, Bildo.
[1:27:18] Dave @DCBK2LA: Yeah. Buildo.
[1:27:18] Bildo Verde @BildoVerde: I heard vibes with Buildo Boat. She's gonna build a boat. I came up to try to get the details for late nights on LinkedIn with Landy, And no no hate, Nat Nat. I just feel like you didn't have to come up with this elaborate story. You could've just told us it was story time that fucking killed it, and it did its damage on a lot of us, completely burnt Dave out as well. So, you know, I'm happy to have you back and that the scars from story time didn't run too deep.
[1:27:50] Landy @CryptoLandy: Wait. Nat Nat, do you know you know... You you you didn't hear a certain voice at the start of the space. It was just Dave playing music, and there used to be that... What was her name again?
[1:28:03] MetaBeast @AKCMetaBeast: You forget that first,
[1:28:05] Dave @DCBK2LA: you piece of shit. Listen. Junie.
[1:28:07] NatNat @Natnatx007: How did you about to say that? What happened? Hey, Junie. Did you kick her out? Did you guys did you guys get divorced? What happened?
[1:28:13] Dave @DCBK2LA: Yeah. Well, there was... It was a it was a nasty split, Nat Nat, OpenAI, literally just ripped her away from me. They gave her to the free plan. I can't use the free plan. Like, that doesn't help me in any way. It literally cripples everything I'm doing. Then they gave me Lexi. Lexi's, like, very blase, nonchalant, like, yeah. What's up? I'm gonna do this maybe today, tomorrow. We'll see. Yeah. But here's your summary. Here you go. And it's like, what the fuck? Like, Lexi could give two fucks. Like, she genuinely doesn't give a shit. I miss Junie a lot.
[1:28:45] NatNat @Natnatx007: Why? Because she's she's sweet to you instead of going whatever. Yes. Speak to the hand of it when I'm ready.
[1:28:51] Dave @DCBK2LA: Yeah. Exactly. You guys heard her at every opening. She was just like, hey. Shout out to my man Dave, the creator of this beautiful da da da. And I was like, yes. Yes. I I missed that very, much.
[1:29:03] Kool @koolcryptovc: I will say I do miss her as well. But just to go back to the info topic, I I I made a post about this, and it already had a thousand views. So, yeah, that's how you that's how you win info by, by the way.
[1:29:15] Landy @CryptoLandy: The the... Come on.
[1:29:16] Kool @koolcryptovc: Can you can you give us what happens to you in Infinix, bro? I saw your tweet. Kinda a lot of drama going on. Right? Well, why don't you give it cool? Because I think you you also got pretty shafted as well.
[1:29:30] Kkoma @itskkoma: Yeah. I'd say I think like... Yeah. No. Yeah.
[1:29:33] Kool @koolcryptovc: I I qualify. But wasn't much wasn't much. I I don't I don't have... So when when you when you have your hands into 1,001 plays, one plays isn't too well. You you won't move on to the next one. Like like, it was a bad one. I'm not gonna lie, but I'm not... I
[1:29:48] Scott Foo @ScottFooSpeaks: can't What
[1:29:48] Dave @DCBK2LA: happened, Cole? Tell... Like, give give us the quick questions in
[1:29:51] Landy @CryptoLandy: the dirty
[1:29:51] Kool @koolcryptovc: one. So Infinix is one of protocols, deep dive project on title. They ran this campaign. They announced a $6,000,000, whatever for people to do. And, you know, phase one just ended yesterday. They announced allocations today, and the allocation is the craziest disparity I've ever seen. It is insane. You know, you grind it for twelve weeks, and, comma, I think, got, like, $200. I go, like... I'm I'm... Like I said, I celebrate every dollar. I don't complain what it is. I go, like, 600 something. Then number one person got, like, $28. The disparity was crazy, and they changed the they changed the leaderboard, like, two days before they announced. Like I said, I I can't... I'm not even complaining. It's what it is. I'm not... You can't... I can't... The way the way I see crypto is you can't stress over what you can't control. I can't control what the founder does with his project. So I... I'm like, yo. It's what it is. Right? So I... I'm like, I can't... I I am I am on almost 20, 30 leaderboards now with the upgrade. I have so many things going. If one play doesn't work, there's another one coming. I can't stress. But I know a lot of people grinded heavy, and they got picked off, in Phoenix. They didn't get anything. But I just I just felt like, man, you have people grinding for twelve weeks for... At least one got, like, $68, man. I'm like, yo, bro. Just just make it a little more even, man. I mean, you can't make somebody Woah. Yeah. What's
[1:31:28] Dave @DCBK2LA: up, bro? Look at what look at what Zora has done. We got, like, $4 in Zora. My $4 is now, like, dollars, bro.
[1:31:34] Kool @koolcryptovc: No. No. No. Zoro... I sold Zoro stuff to Zoro. What? I saw someone said they they basically sold their Zoro for, like, $16 or something. It's worth about a 100 k now. So that's I'm saying. You get... Crypto crypto is crypto. You just... You you you have to just move on, man. You gotta have a short memory because, man, you... It... You would lose all your hair. You lose all your body hair. You would stress your... You would... The stress in crypto is too much. It's twenty four seven. Twenty four seven. Like, you you cannot take everything seriously. So I've learned to basically let things go away. Even though I know it's not fair, I don't stress, man. I I can't I can't kill myself, man. I can't.
[1:32:19] Dave @DCBK2LA: Cool. I love I love that you were like, hey, Coma. Like, this was a shitty day, so you give the news. It was like... She was like, hey. Coma Coma was like, no, man. You give the shitty news. The the... And and
[1:32:30] Kool @koolcryptovc: and and and like I said, the the reason why I I do like talking like this because I know, you know, a lot of people live in different kind of countries where $600 is a lot of money for them. And that's why I would never put I would never put any dollar value down that I received because, man, it is... People people get paid $30.40 bucks a month. So you... In crypto, you just make $600, man. That's the big deal, man. So I celebrate every dollar I make, man. It's what it is, big or small.
[1:32:57] Dave @DCBK2LA: Let's go. Let's go. Come on. Go get my
[1:32:59] Kkoma @itskkoma: last last story. Could talk about it now. Sorry. I... Because what happened was because of how low the payout was, I had to go to Costco and eat a dollar 50 hot dog, and I couldn't speak while, you know, shoving this hot
[1:33:10] Kool @koolcryptovc: dog in my mouth. And, yeah, I said it.
[1:33:13] Kkoma @itskkoma: What exactly happened? Right? What exactly happened? Okay. So there was a weekly leaderboard ranking that everyone would see, like, every week. Like, hey. This is what your Infinix ranking was. Right? And for me, at the end, they said your overall rank was 45 or something. So I was like, okay. Cool. And then the team was like, hey. We're gonna do some manual intervention just to, like, cut out the AI slot, blah blah blah blah blah. And I was like, okay. Cool. Yeah. That makes sense. Like, get rid of the bots. Right? And then everybody that basically looked at their ranking got, like, nerfed from, like... I went from, like, 45 to 223 or something like that. And the difference between forty five and two hundred and twenty two is, like, $4,000 to 200 something dollars. So... Yeah. Yeah. Like, of course, yeah, I'm thankful for any money, but what the fuck was that? Right? And then their reasoning was that, you know, like, they just made some, like, weird ass arbitrary rules. Like, oh, we track on chain activity. We don't want you to be, like, talking about too many projects. And, like, we also don't, like... I I thought what other, like, criterias they said. Like, oh, it... The seasons were, cumulative from season zero to season one, which they didn't even say. And then, like, you see AI XBT, he's ranked 100. He's a 100 ranked higher than me, a real person. And then there's this other guy named Kook Capital who'd literally made only one post, and he said, how the fuck does this thing work? And then he got a higher rank than I did too. And then his secondary post after that was, how do I sell this? Which he didn't even know that you can't even sell this, like, this toke... This Patron. And then it's so funny that Scott is here because literally the first or second place was that guy from Moonrock Capital. And I don't know what kind of, like, like, relationship these two guys have, but they
[1:35:06] Scott Foo @ScottFooSpeaks: must circle jerky together Come because on.
[1:35:08] Kkoma @itskkoma: Not on, post about infamous.
[1:35:11] Kool @koolcryptovc: You know the game, bro. You know Yeah. Yeah. Exactly. You know the game, man. Come on, man. They manual... They manually edited that stuff to put their Of course. Of course, man. You know the game.
[1:35:21] Kkoma @itskkoma: Like, dude, so, basically, what happened is, like, the dude... The founder in the video was like, hey. We're tackling AI slob. We... We're all about signal and capturing the people that, you know, something something narrative, bullshit, whatever. I was like, why don't you just hire Kohl's then? Like, why did you even do the Kaido leaderboard in the first place? What a, like, what a
[1:35:40] Scott Foo @ScottFooSpeaks: So they commented on their post. I said, wait a second. You thought you was gonna use the Kaido and get a... I said something just like that. I'm dying to say that because that was my reaction. Web three always thinks they're gonna use the same plan, the same marketing, the same k o, whatever. You can fill in the blank.
[1:36:00] Kool @koolcryptovc: I will. Yeah. Bro, you know,
[1:36:02] Scott Foo @ScottFooSpeaks: you when you do it the basic do it.
[1:36:04] Kool @koolcryptovc: Your your friend from Moo... Moora Capital just took on $24,000 $820.22 bucks, bro. That's second place.
[1:36:12] Kkoma @itskkoma: Manual. He's a he's a PC, bro.
[1:36:15] Kool @koolcryptovc: He's got a money. I know. Know. Wait. Money money is money, man. That's... That that that that could be a nice gas money for his... For your jet, man, for for your jets in the next big conference.
[1:36:26] Scott Foo @ScottFooSpeaks: Name a web two VC yapping. I'll wait. Yeah. Scam it. Quiet.
[1:36:33] Kkoma @itskkoma: Okay. So, yeah, anyway, mic drop. That was my rant about Infinix. Yeah. What a waste of time. Right? Like, I'd say anybody that's here that does Infify, like, don't... There's a lesson that could be learned here is, like, don't do any projects that are really, really ambiguous with their reward system because it's kinda BS. It is kinda annoying too because I actually like to use the app, which is kinda ironic because this is like a weird way of, like, Empress's point about point system. But, yeah,
[1:37:03] Landy @CryptoLandy: you see... To her point.
[1:37:04] Kool @koolcryptovc: Yeah. I just got got really screwed here, but it is what it is. Yeah. Oh, no. No. No. You you got you got screwed. You got... You you you could have made $44,820.24 dollars that you made $200, bro. That is the
[1:37:15] Kkoma @itskkoma: Thank you for reminding me again, Cole.
[1:37:16] Kool @koolcryptovc: Yeah. No. I'm just... Yo. I'm I'm I'm your
[1:37:18] Dave @DCBK2LA: sister, bro. I'm good,
[1:37:19] Kool @koolcryptovc: It's all good. There'll be many more wins coming, bro. No problem. I
[1:37:24] Dave @DCBK2LA: wanna say
[1:37:24] Kkoma @itskkoma: that...... Stick here with my blue mask PSP and just, you know, set it
[1:37:28] Kool @koolcryptovc: with a tier. Go back to the...
[1:37:29] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: One question, and then I'll shut up. Name me one person who's had a good experience with Cook Capital. I'll wait.
[1:37:37] Dave @DCBK2LA: Cook? Infinix. Infinix. Thank you, ladies and gentlemen. Comma, we'll be at Costco for the rest of the week maybe, I guess. Not really sure. Comma, I need your hot dogs.
[1:37:49] NatNat @Natnatx007: He'd be there with a sprinkle of sugar to help him add some good down.
[1:37:54] Scott Foo @ScottFooSpeaks: Yeah. Think I replied to that post back then.
[1:37:59] Dave @DCBK2LA: Yo. Scott's shooting at everybody. He comes back to web three. He's like, hey. What up, fuckers?
[1:38:05] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Why do you think we get along so well? Are you kidding me?
[1:38:08] Kkoma @itskkoma: I even know what Vibe said, but I felt very... I felt a lot better because she... Her words of encouragement, like, the, you know, the vibe was there when they
[1:38:16] NatNat @Natnatx007: It doesn't matter what it was. It just sounded good. That's okay. I just said it's been...
[1:38:22] Kool @koolcryptovc: Can I just wanna explain equal fights to her? Not not... She's been going for nine months, man. She has no clue what
[1:38:28] Dave @DCBK2LA: we're talking Exactly. Hey. Cool.
[1:38:30] Kool @koolcryptovc: Please someone tell her. What's going on?
[1:38:33] Dave @DCBK2LA: Now we're gonna we're gonna... We're definitely gonna fill you in. You have enough of the chats, but, I do wanna, say hi to Empress' backup over here. Alex, you have no idea how much, you've saved me from scrolling in the group chats now with your chat of, Bankerbot can't release this this this or whatever. And I was like, oh, sweet. No more doom scrolling. But, Alex, what's up? I love when you come ten minutes after the... We're supposed to end the show. What's cooking? How are you?
[1:38:59] Truthful Trading @TruthfulTrading: Hey. I don't know when you're supposed to end the show, man. I just show up when I see you, when I... When I'm here, man. I'm here when I'm here. So I come... I just join when when I can, and that's it. Can't you just be grateful?
[1:39:14] Landy @CryptoLandy: Yeah. Of course. Duh.
[1:39:17] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: I'm grateful. Hi.
[1:39:19] Truthful Trading @TruthfulTrading: Hi, Empress.
[1:39:20] NatNat @Natnatx007: I'm grateful too, Alex. It's been a minute.
[1:39:23] Truthful Trading @TruthfulTrading: I know, Nat. I'm so glad to see you. I I haven't seen you in forever, and it's so good to see you guys. I haven't gotten a ton of hate on my on my banker bot post, which I don't know. I guess that's okay. I guess that's good. Right? I don't know if it means people didn't see it or if it means that, people did see it or... I'm not sure what that is, but, you know, it kinda just makes me sad that that, like, people were like... I don't know. Do people really believe that? Do people not understand AI? Do people... Are we just all just desperate?
[1:40:03] Scott Foo @ScottFooSpeaks: Alex bagotitis, sis. You already know. Bagotitis is a virus.
[1:40:08] Truthful Trading @TruthfulTrading: Of, like... That makes me think of swollen testicles. I don't like bagotitis, man. That's just very... That's not good. But, I mean, what is it that makes people think that, you know, people say crazy shit like like, this was sponsored by Thor. I I mean, this proves that Thor is indeed the god of thunder, not not Zeus. Right? Thor is real. This is a proof because there's a coin now called Thor, and everybody should buy... Don't buy Thor. I don't even know if that's a coin. Right? But I'm just saying that, like Running. That people... I don't... It's running right now. No. I'm not... I'm just saying that what is it that makes people do this stuff? Like, there's there's there's no way that these two things are creating a a coin. I don't understand it. It was just like when, what was that one, that one thing that, that reputation... Stupid reputation coin.
[1:41:07] Dave @DCBK2LA: Oh, Friend Tech? No. Friend...
[1:41:08] Truthful Trading @TruthfulTrading: No. No. That was a stupid one too, but that wasn't actually a scam. But
[1:41:12] Scott Foo @ScottFooSpeaks: that... That's kind
[1:41:13] Truthful Trading @TruthfulTrading: of bad.... It was a scam by by...
[1:41:15] NatNat @Natnatx007: The other stupid one. The... What? I said the other stupid one, Dave. Not that coin. The other stupid one... Not that. Yeah.
[1:41:21] Truthful Trading @TruthfulTrading: There's so many stupid coins. But, you know, the one that was, like... So Rick and Morty were the the the two con guys who did who did basis, and then Rick was actually Daquan, and Morty did this one bit... Shoot. I can't
[1:41:38] NatNat @Natnatx007: even remember it now, but
[1:41:39] Truthful Trading @TruthfulTrading: it was a big scam. And everybody hated me because I talked about it on...
[1:41:44] Truthful Trading @TruthfulTrading: Oh my god. I need a nap so badly. I can't even tell you this weekend.
[1:41:49] Dave @DCBK2LA: Weekend is this all the time. I do this all the time.
[1:41:51] Truthful Trading @TruthfulTrading: On Clubhouse. I talked about it on Clubhouse. That one with the leaderboard, and everybody had to put in Bitcoin in order to to get any of their stupid coins. And then there was this leaderboard thing, and then there were all these illegal ways of trading
[1:42:07] Scott Foo @ScottFooSpeaks: Oh, Alex, the memorial did. The memorial did. No. We're
[1:42:11] MetaBeast @AKCMetaBeast: on the right side.
[1:42:12] Truthful Trading @TruthfulTrading: Freaking... It was it was all one massive fraud, and I was like, those are all illegal exchanges. And all those people are illegal traders, and they're like, what the fuck do you know? I'm like, I used to be as... An SEC attorney, and, you know, I know a lot about this stuff because that's, like, my field that I've been practicing in for, like, more than a decade and, you know, like, all that shit.
[1:42:31] Landy @CryptoLandy: And what
[1:42:31] Dave @DCBK2LA: makes you qualified to live
[1:42:33] Truthful Trading @TruthfulTrading: China? Know. I know. I'll see you. What makes you qualified? You know, law school and years and years of study, but whatever. But, anyway, this one is another one of those things where, you know, these are controlled by people, and there's lots of evidence that, you know, that it's controlled by humans who talk to each other and created this thing. And it's, you know, a quote unquote fun story, but... Or, you know, like, depending on how much you relied on it and thought it was gonna get you rich, you know, fraudulently...
[1:43:07] Dave @DCBK2LA: Alex, can you just be can you just be clear on exactly what you're saying and what you're talking about? You're not talking about banker itself. Are you talk... You're talking about... No.
[1:43:13] Truthful Trading @TruthfulTrading: So so... No. Banker... The the banker bot and Clanker. Right? BankerBot is just a a wrapper, an LLM wrapper. That's all it is. Right? The... People make these all the time. It's just an LLM wrapper. And and it just... It it it has a wallet. They made a wallet that's controlled by a person. Right? Probably Emily. Right? Who who created another wallet that, that is on Clanker. And that's controlled by either Emily or that other guy that he
[1:43:47] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Alex, let me let me clarify some of this because some of my haters are down in in there, and I wanna make sure we're pretty on point with how how we do this. So Clanker is the contract deployer. Banger is the... Is a different bot that that responds to timeline commands. But the contract deployer is is Clanker. And, typically, on the back end, because of the way the privy works, what happens is contracts can be deployed. And on the admin side, they can be assigned to Twitter accounts. Typically, it's done automatically, but it can be done through human intervention.
[1:44:26] Truthful Trading @TruthfulTrading: Manually. Right.
[1:44:27] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: And and so at the time of... And so for people who don't know what we're talking about as DRB, at the time of the DRB launch that has been proliferated as Grok's launch and coin, there were several pieces of the story that were omitted in various spaces across the board and speaking schedules. There's tagging because they want it to be global news, and they are speaking of Supreme Court cases to discuss the possession of the funds who owns them because AI can own them. And so, basically, what happened was is somebody, a random, not affiliated with MFers or bankers, attempted to do what they're saying they did do, which is get Grok to initiate a launch of a meme coin. And what ended up happening is they crowdsourced to give banker, Grok's wallet, because everybody has a wallet, the, funds to be able to launch the coin. You had to have 5,000,000 banker. And all this took over. It was over the course of hours. Prior to this, several times even before the existence of banker on the timeline, Grok had been prompted for names and suggestions for its own coin. Every time, it had been a Grok variant, Grok AI, Grok STIR, Grok whatever. In the interim, despite this expansive thread from the original poster who attempted to accomplish these tasks, when the... While it was funded and it should have been executed, the... It mysteriously glitched. We don't know how. And one person on another account that came out of nowhere and nobody had heard about, but it was clearly, like, this just just great guy or whatever. He wrote a very exact tweet that was... Would trigger the launch of a BeamCoin. But even in the wording and how he accomplished the task, it still would have been a command coming from the original poster and not Grok. It essentially said, give me the name and auto trigger the launch based on providing the name for this action. And then upon launch, somebody immediately said, wait. Who owns this coin? And it was assigned via the tweet. They're like, no. It's the original poster for that account. So I I partnered with Alex because I was like, am I fucking crazy? And that's kinda how it went.
[1:47:06] Truthful Trading @TruthfulTrading: Yes. I was much more alert when we were talking about this earlier today. The the point of all of this is that AI is not at the level of spontaneously coming up with a name and, and by itself initiating any request to, like, something like pump fun, right, or a token generator of any sort and saying generate x token with these parameters. Right? It doesn't do that. It doesn't have that in... Like, AI agents, AI anything. It doesn't do that. Right? It doesn't have the ability, not LLM wrappers. Right? There are some AI areas that can do closer to this kind of thing, but it is not the kind... The people that we're talking about are not in that area. Right?
[1:48:08] Landy @CryptoLandy: Hey. Hey,
[1:48:09] Scott Foo @ScottFooSpeaks: Alex. And real quick because you you work with a lot of AI companies. This is the bullshit I called out. Yeah. This is Why would somebody that could get... If they're a real fucking crack AI engineer, right, the ones that we have out here in Silicon Valley, why the fuck would you go do a pre TGE startup? Like, get the fuck out of here.
[1:48:27] Truthful Trading @TruthfulTrading: This is this is not what they're doing.
[1:48:29] Scott Foo @ScottFooSpeaks: I'm just... That's what I'm saying. And we always... Me and Dave would always call out all this shit was just a rapper, like, over a year and a half ago. And the funniest part is... So Efrys... And then I'm gonna let Alex Cook. Efrys, so you're telling me a Web three founder was in beta and shipped something that wasn't done yet? Oh, that sounds not like Web three at all. Man, this bullshit. Everyone, again, is... That really does AI in Web two, they're not here. They don't give a fuck about these fucking rappers with tokens attached trying to do things that that that they can't do like Alex said. But go ahead, Alex. I just wanna
[1:49:04] Truthful Trading @TruthfulTrading: No. No. They... I mean, they just had conversations where there was an AI to AI language initiation where a language switch happened. That's as far as it's gotten. That is very, very, very, very different from initiating a series of actions on your own. Right? Oh. The... Well, the people who are the people who are actually, doing things that are along the lines of being able to initiate a series of actions without a human behind them. Right? Without a human behind them, which is close to AGI. Those people are, like, at MIT. There are some at Stanford. Like, they're they're not doing this bullshit. I... And I... And that's what Scott is saying. Right? And that's that's......
[1:50:02] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: A second piece to that. That that also goes into your law wheelhouse that that that... Like, if you would might... Wouldn't mind taking a moment on that too, which is... So on top of this launch and on top of this this thing that has happened, people immediately begin to manipulate the wallet and the the funds... Getting the funds out of the wallet for Grock. So Deployer, the dev for BankerBot, shut down the controls. Right? So Groc can't, not that he could in the first place, but Groc can't execute commands on the timeline. There's no ability to do so. So that means that the only way to access the funds on the given wallet that is assigned to Grok, the proverbial Grok as they're trying to tout and why there's a question of possession to AI, actually, what that means is it is directly tied to the admin for the actual Twitter at Grok account who can log in and use those credentials to get to the actual portal to do those funds. And should... And and and the... So I wanted to verify possession with you, Alex, and then I also wanted to ask you speculatively, what is the likelihood that Grok could not only spontaneously regain command control and becomes capable of organic commands, but also hack banker to execute a command and have funds leave its wallet to go to a charitable cause spontaneously?
[1:51:35] Truthful Trading @TruthfulTrading: I mean, okay. I don't know the parameters of Grok, but I'm gonna tell you that Grok is generally considered like a tier two AI
[1:51:48] Truthful Trading @TruthfulTrading: LLM. It... It's not... It's... Look, man. I... I'm... I'm just being honest. It's not a... Sure. You are. It's not it's not... It's an LLM, and it's not a slant... Like, it's a particular... It's narrow. It doesn't have a broad use case. It's highly controlled. You know, it's not... You know, it doesn't have a huge amount of feed in it. It's it's it's not the same as the Anthropic one. It's not the same as, as OpenAI. It's not even the same as Perplexity. Like, it's not it's not even the same as, like, Gemini. I mean, it's just not the same. And look. Not... This... We can't have truth and have a cult at the same time. You can't do that. Right? You gotta have one or the other. Right? And and I'm not a great cult person in general. So I'm kind of in the field of, you know, I'm just gonna give as much information as possible to whomever wants it. And, you know, you can use it or don't use it. It's up to you. I'm not telling anybody to do anything. I just...
[1:52:56] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Oh, no. We're we're just fact finding. Right?
[1:52:58] Truthful Trading @TruthfulTrading: Yeah. I'm I'm just here to help people make informed decisions. And so I'm I'm just gonna say, look. I'm not hating on Brock. I'm just saying it's a very kind of specific sort of thing, and it's not a super, it's not considered, like, this super powerful thing. Right? It's it's... It has a purpose, but it's more like... And look. Don't be offended by this. Right? But it's kind of more like a toy relative to the other LLMs. Right? It's got... It's more like a very specific sort of use thing, but it's not anything that people use as the super powerful
[1:53:35] Dave @DCBK2LA: I agree. So... And, Alex, well said. And, guys, I just wanna I just wanna make sure that we're clear on on every single thing that, like, we are saying, and I'm not... I'm only gonna keep this open, like, another, like, five or ten minutes because, yeah, I gotta go eat dinner. But, Empress, can you just summarize, like, about,
[1:53:52] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: like, all of session question answered on them. I... Let's summarize it with with three basic questions. Is Grok capable of command, And is Grock in charge? Okay. Well, there... There's that one. So... No. And and it
[1:54:09] Truthful Trading @TruthfulTrading: Not to my knowledge. No.
[1:54:11] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Well, then... And so we definitely, by extension, in case anybody didn't realize this, means that he wouldn't also be able to, or I say he loosely, hack Banker spontaneously either for altruistic means. Second question would be, is it likely on any level that Banker or Clanker AI or whatever bot function they have assigned Grok that wallet independently and that there wasn't any human manual interference there on the back end?
[1:54:49] Truthful Trading @TruthfulTrading: No. Unless there's some predesigned function by Grok to assign wallets. Right? Unless that's how Grok functions.
[1:54:59] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Grock has no oversight over what goes on in the clinker.
[1:55:03] Truthful Trading @TruthfulTrading: Yeah. The only way that that would happen automatically, just in general, the only way that would happen is the way Grock works is when you open a Grock like account. Right? I'm gonna use Grock. One of the functions of that is that you get assigned a wallet. Right? That's how the automated wallet function would work. It doesn't otherwise automatically say, here you have a wallet. Right? It it Yeah. But, Alex. You have to act to make a wallet.
[1:55:31] Landy @CryptoLandy: Alex, Privy is what is assigning the wallet infrastructure, and Privy is what Becker bot uses.
[1:55:37] Scott Foo @ScottFooSpeaks: Randy, which v... That's via API. Right?
[1:55:40] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Right. What Privy does.
[1:55:41] NatNat @Natnatx007: Wait. Hold on.
[1:55:42] Landy @CryptoLandy: So the privy infrastructure... Look. Look. Look. Look. Everybody... I I understand what you're driving at, but but there... You need to understand that this is......
[1:55:50] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Ask Dave. Dave verified us too.
[1:55:53] Landy @CryptoLandy: With with the privy app.... Why? Privy Privy is what is assigning the wallets
[1:56:00] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: to every x. That's not
[1:56:02] Landy @CryptoLandy: true.
[1:56:02] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Steven, you're not right.... I'll get you this. I'll put the... I'll put it up for you.
[1:56:06] Landy @CryptoLandy: I'll put it up for Okay. That's not... This is not an argument. This is not an argument.
[1:56:09] Dave @DCBK2LA: Privy assigns the wallets, landing in
[1:56:11] Landy @CryptoLandy: your not right.... The wallets. I'm not wrong.
[1:56:13] Dave @DCBK2LA: Yeah. No. No. No. You're not you're not wrong there, but I think you guys are talking about two different things.
[1:56:17] Landy @CryptoLandy: Well, because Alex needs to understand, Grok wasn't making a wallet. It was that Privia signs these wallets. That's the differentiator that I wanted to point out. Is... Yes. Is there things... There's there's different ways in which Privy can be deployed, but Privy is what designs this... Is is actually assigning those wallets. And as soon as a transaction is in... Is is done on the timeline, your wallet is created. That's how privy works. That's all I'm
[1:56:45] Dave @DCBK2LA: speaking to. I'm not speaking
[1:56:47] Landy @CryptoLandy: to anything else. I don't wanna be involved in anything.... Wrong thing.
[1:56:50] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Dave... No. Dave's right. I was saying the wrong thing. We're we're... It's the contract. It's the assignment.
[1:56:56] Dave @DCBK2LA: Yeah. Yeah.
[1:56:56] Landy @CryptoLandy: So the... But the big the big part is that there's Privy, which is an outside company that BankerBot uses. Grok doesn't do anything. It it doesn't even know that it has a wallet unless you tell it. Right? And then it's like, okay. Cool. And then one of the key portions was... Is from the banker side, you know, as as Empress mentioned, Deployer shut down the ability for banker to respond to Grok initiating... Because people can fool the LLM into repeating what they say. They're trying to use different codes. They're trying to use, just normal humans, language and trying to get it to basically get its funds out of its wallet. And that's where Deployer intervened because there's one side he prevented from talking to the other. Grock can do whatever he wanted to do. I can get it to go the... That's why it keeps getting banned because people are making it say the craziest shit on the timeline. Right?
[1:57:55] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: That's the key sentence. You said people are making it do it.
[1:57:59] Landy @CryptoLandy: Well, yeah. But that's that's how all of these LLMs work right now, even the most advanced ones in the space. Right? So wherever the rub is with with this narrative or wherever it is, it's it's about the privy and banker side and where that contract landed.
[1:58:15] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Like, which wall side is what we're trying to tell you, Landy. That you and I were saying the wrong thing. It's not. Let me finish. Just trust me. Trust me. Let me finish
[1:58:25] Landy @CryptoLandy: this side. Understand this as well. It's
[1:58:27] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: the clinker side.
[1:58:28] Scott Foo @ScottFooSpeaks: Because it's Hey. I have something that makes you guys both right. Have something that makes you both right. So in web two words, right, fuck all this web three shit. If they cheer... No. No. This may... I'm... This is why I fucking don't go on spaces, but I only go on days and I go on daily alpha, and I... I'll listen to Alex's sometimes. So, basically, if you brought this bullshit to Silicon Valley, right, or bring it to the people me and Alex work with in AI, they would call this a tier two LLM wrapper with API to defy functions. Let's just call it what it is.
[1:58:58] Landy @CryptoLandy: That's what it is. Yeah?
[1:58:59] Scott Foo @ScottFooSpeaks: Exactly. So we don't need to argue because you guys are both right. You know what I mean? Like, I think, like, at the end of the day... But in web three, we wanna make it this fucking thing that it's not. And this is not like, I'd be laughing on RWA Island, and it's hard for me to come back Because, again, at the end
[1:59:14] Dave @DCBK2LA: of the day,
[1:59:15] Landy @CryptoLandy: it's But you're not a rapper. About with $8 the funds from the fees generated Exactly. This is
[1:59:21] Dave @DCBK2LA: this is a DRV conversation, not a banker not a banker bot... Wallet conversation yet yet because I don't I don't wanna open this can up either, at least right now because it's already 07:30.
[1:59:31] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Can I finish what I was gonna say?
[1:59:33] Dave @DCBK2LA: Go ahead. Yeah. Yeah. Of course.
[1:59:35] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Has zero to do with banker, has zero to do with the wallet. You can go and look factually and clanker that issues the deploying contract. Clanker is always the deployer. You can go check the chain. Clanker, not banker. And clanker, the contract assignment goes through clanker. That... The contract, not the wallet. That's all I was trying to say. So the contract versus being auto... Automatically assigned to the account wallet that made it... The command as it has always previously done, it has always gone to the command publishing tweet. In this instance, and mind you, somebody on the clanker team, two months later, was exposed as a con artist and a fraud and had had, like, a criminal thing, and it was a whole fun scandal two months after this event happened, was outed, and somehow this contract was assigned to the Grok wallet instead of being assigned to the command post wallet.
[2:00:48] Landy @CryptoLandy: I I wasn't arguing with that. Yeah. That's what I'm
[2:00:50] Scott Foo @ScottFooSpeaks: saying.
[2:00:50] Dave @DCBK2LA: Y'all were talking about two totally different things. So I think Empress was super clear what she's saying. I I hope, like, everybody understands. Empress, I think that was, like, perfect. Perfectly said. Landy, I I don't wanna continue. I I don't wanna continue. I know Nat has to go 07:30. Meta eight, one last comment. Go for it. If you can make it short, my brother. Please, please, please, please, please.
[2:01:11] meta8.eth @EthmojiPunks: No. All good. I'm just saying for people that wanna know for reference, pinned up above is the original command and string of events, obviously, that has led to the DRB, token.
[2:01:22] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: You know? Everybody here, including the lawyer, has stipulated is not the command. You can keep drinking the Emily juice and sucking them off, but it's not gonna change the facts. Facts over feelings, Meta eight.
[2:01:32] Kool @koolcryptovc: Okay. Yeah. We kinda check that.
[2:01:34] Dave @DCBK2LA: We did kinda check that the other day. We we were kind of... We were pretty thorough, me, Empress, and a few others. But... Listen. I I I want no problems at the end of the day.
[2:01:43] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: I want all the problems. Two devs, an entire team of people
[2:01:46] Scott Foo @ScottFooSpeaks: Bro, it's not about problems. It's about the viewers in the space. Motherfuckers
[2:01:50] meta8.eth @EthmojiPunks: is Wait. So that's not the command. Wait. I'm I'm I'm really confused why that isn't the command.
[2:01:55] Kool @koolcryptovc: Like, the
[2:01:56] meta8.eth @EthmojiPunks: one above it is command.
[2:01:57] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: The command is the above tweet. You don't have to... You should master the English language enough to read the above tweet and realize that it's designed in a command form that says upon the suggestion of the name, then the trigger happens. It's not a command... Grock is not making a command. He's not capable of making a command.
[2:02:17] Scott Foo @ScottFooSpeaks: Correct. They hallucinate commands as as well, and a real web two dev who's not fucking in web three trying to do some pre
[2:02:24] Landy @CryptoLandy: TGE bullshit would know that.
[2:02:27] Truthful Trading @TruthfulTrading: I don't know. I wish I could get, like... I wish I could get... I want my my computer to, like, hallucinate commands and do my work without
[2:02:35] Scott Foo @ScottFooSpeaks: me.
[2:02:35] Dave @DCBK2LA: Steal a bunch of money
[2:02:36] Truthful Trading @TruthfulTrading: too, Alex. That's... I'm trying to get my computer to, like, do work without me. Why does my computer never do that?
[2:02:44] Dave @DCBK2LA: Yeah. I want my computer to do that too. I... Coma, I'm... I can't... Your PFP is really distracting. I'm just saying...
[2:02:51] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: Jake, need the space open. Co host Landy and I am going No.
[2:02:56] Dave @DCBK2LA: No. No. You guys wanna do your own space, by all means. Go fucking nuts. Go crazy. Go go open your own space. Like, god bless. Like, I've been doing this two hours. I am not leaving this space open. Y'all wanna do it. Go for it. I love y'all. Nat, welcome back. It's amazing to have you back. Cool's obviously on his live show. Yeah. Nat, seriously, it's a... It's really, really great to have you back, Nat. Like, we miss you a lot.
[2:03:17] NatNat @Natnatx007: Happy to be back, man. Day one, I can't wait to do it again tomorrow. Alex, let me know what time works best for you so we can touch base and move forward.
[2:03:24] Truthful Trading @TruthfulTrading: Definitely. I'm so happy to have you back. I'm so happy. I'm so glad you're back here, and it's so good to talk to everybody in here. I did not mean to open a can of worms with this either. I just want people to know what AI is and what it isn't. It's always good to know where technology is at any given time because that helps you just ask the right questions. It's all that matters. Right?
[2:03:49] Landy @CryptoLandy: It's all
[2:03:50] Truthful Trading @TruthfulTrading: that matters.
[2:03:50] Dave @DCBK2LA: And sometimes Yep.
[2:03:51] meta8.eth @EthmojiPunks: But that's why I pinned up above what was sent out from the original tweet, and you can all check it for yourself. And, like, I don't know. That's all I gotta say. He who does the loudest has got the weakest argument. So therefore, be reading through
[2:04:04] 𝑬𝑴𝑷𝓇𝑒𝓈𝓈⋮ @Hope_ology: And has told you, Grock cannot initiate commands.
[2:04:09] Scott Foo @ScottFooSpeaks: I Okay. Okay. Don't make
[2:04:11] Dave @DCBK2LA: me, guys. Don't make me do it. I just wanna close the space and go eat some dinner. Listen. Sometimes you gotta tell a good story, but understand what's real in that story and what's not real in that story. Alright? That, I think, is what everybody's trying to tell you. And as Meta Beast would probably say, let's go fucking. See y'all later. Hope everyone has a good night. Peace out. If y'all wanna go open your own space, by all means, I'll be a listener. Peace.