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Episode · Sep 2, 2025 ·

ATC: All Things Crypto

On the mic

Summary

0:03:17

KOL List Sparks Heated Debate

EMPress and a speaker discussed ZachXBT's paid KOL list and community backlash. They criticized KOL apologists and entitlement, while stressing disclosure rules for paid promotions. Kool noted the list exposed low earnings and repeat wallets, while the speaker highlighted that undisclosed shilling is illegal even in Nigeria and urged listeners to do their own research.

0:03:17Opening banter and recap of previous Hyperliquid space

0:18:38Self-regulation in crypto

Moments0:13:18
0:33:20

World Liberty Financial and Controversial Launches

Dave recapped World Liberty Financial's path from non-tradable token to Coinbase listing at a six to seven billion dollar valuation. NatNat and EMPress criticized the UTK token tied to Tommy Robinson, with NatNat fading it due to her values, while Landy said it was about making money, not feelings.

0:33:20Trading dynamics

0:46:08Coma's Insomnia pre-market experience and US restrictions

Moments0:58:49
1:07:11

StationX Insights and Regulatory News

Dave introduced StationX as a platform for vetted deal flow and alpha opportunities through rooms like Open Alpha and Excelsior Fund, with an NFT mint deadline of September 8. Landy reported the SEC and CFTC approved spot trading for select cryptocurrencies on US exchanges. Landy also covered the House Oversight Committee's release of thirty three thousand pages of Epstein files, noting possible redactions and delivery to the DOJ.

1:20:32

MetaMask Smart Accounts Explained

EMPress raised concerns that enabling MetaMask smart accounts adds a delegate address visible on revoke.cash that cannot be easily revoked. Bread explained it acts as a middleman smart contract for added security steps like social recovery and gas batching. EMPress and Dave discussed how it provides training wheels to prevent total loss from seed phrase compromise.

Moments1:20:32
1:25:19

Unstablecoin Meme Thesis

General Bingus.usduc explained Unstablecoin as the opposite of stablecoins, with volatility as the utility and a mission to flip every stablecoin's market cap. He noted it reached spot on Kraken at twelve million market cap and has attracted nerd builders for bridges, oracles and future DeFi integrations. General Bingus.usduc highlighted its memetic potential around hundreds of stablecoins and delusional belief required for multibillion caps.

1:25:19Current traction

1:38:29

Macro Data and Solana ETF Catalyst

NatNat reminded listeners of upcoming job openings data and nonfarm payrolls, with the Fed relying on them for rate decisions. General Bingus.usduc pointed to the mid October Solana ETF approval deadline as a potential bullish catalyst that could be front run in early October.

Key quotes

“I just... I don't understand this idea that that KOLs are entitled to payment and entitled... And and it it was very odd, Dave. It was a weird... Everybody really thought that they they felt bad for them, and they felt bad that Zach put them on blast. It was so odd.”

EMPress0:16:22Share on X

“So... Cool. Wouldn't I wouldn't wouldn't call people out. Even I've learned my lesson there. People don't really care. I think that education is the way to go.”

EMPress0:32:46Share on X

“Aave is a fork of Aave. It's worth more than Aave. Aave has been around for what? Seven, eight years? This thing is out like, well, for, like, a week. You can't you can't tell me it's gonna hold up.”

Kool0:44:00Share on X

“Yeah. I mean, just for context, premarkets on whale mark... Whale market is not is not the best way to evaluate it just because there's so little volume of liquidity.”

Kkoma0:50:43Share on X

“It's an unstable coin. A stable coin is pegged to the dollar, and, this one's not pegged. With stable coins, you you get you get, you get safe, you know, safety, but you don't get upside.”

GGeneral Bingus.usduc1:20:37Share on X

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Show discussion, not financial advice.