On the mic
Summary
0:00:00Rosh Hashanah Greetings Amid Market Selloff
Dave wished everyone a happy Jewish New Year for Rosh Hashanah, and greeted the Monday audience. The group discussed the crypto market selloff, with one speaker noting ETH heading to three thousand three hundred. NatNat admitted enjoying Cardi B's new album over the weekend.
0:15:36Market Mindset and Trading Discipline
Dave stressed moving on to the next play. NatNat said the Bitcoin pullback was expected, and advised watching liquidity levels, with support between one hundred ten thousand and one hundred nine thousand.
0:30:11Locking in green PnL and avoiding round-tripping gains
0:37:59Venture Backers in Base Ecosystem
Dave listed Paradigm, Coinbase Ventures, and Base Ecosystem Fund among backers for Limitless and Elsa, noting overlap with past projects like Avantis and Billy. NatNat described Coinbase launching an ETF mixing Magnificent Seven stocks with cryptocurrencies. NatNat also highlighted Algorand's new quest based points and rewards system that she is researching.
0:54:02Boosting X Engagement Scores
Kool shared a pinned post on boosting X scores by publishing valuable content, engaging intentionally, earning quality followers, and avoiding low quality tactics. Kool noted a minimum score of thirty one turns green, while over one hundred is preferred for reach. Samara questioned if X score truly measures influence, given some high score accounts get low impressions compared to others.
1:09:17Long Term Holders and Macro Views
Landy discussed real estate investors cold calling with cash offers at fifteen percent over comps in anticipation of lower rates, and noted risks in private equity and retirement products. Dave joked about Fidelity approving Avantis for four zero one k deposits.
1:09:17Short-term traders during market dips
1:18:19Staying solvent in volatile markets
Key quotes
“my god. Shout out to the Latinos and Latinas in the building. What's up, everybody? Happy Monday. To all my fellow tribe that's in the building, also, I wanna wish everybody a happy Jewish New Year. It is Rosh Hashanah this evening. So for those that are celebrating along with me, I wish you a happy, sweet New Year…”
Dave0:04:02Share on X
“Yo. You know what, guys? I just wanna say, like, you guys were no help to me yesterday. Seriously, you saw me literally dying on the timeline. I was creating content around limitless because, of course, I got a late start because I'm last minute Larry on everything. Nobody retweeted my limitless stuff. Nobody, like…”
Dave0:09:46Share on X
“liquidity at one thirteen five, but there's more liquidity all the way down to, like, one zero one zero seven range area. So if we sweep that, we can go to, like, the one zero seven and then bounce. There is definitely some support, though, between here and then. So if if it, if it if it bounces off the support at…”
NatNat0:17:13Share on X
“No. No. X factor. Listen. I have to get all my ridiculously, like, insane jokes out now because it's the Jewish New Year. Okay? Come, like, tonight into next week, like, the whole thing... The whole premise is we don't get... Listen. Us as Jews, we get once a year, bro. You understand? We don't get to go to…”
Dave0:24:22Share on X
“Yep. The snapshot was taken this morning. Their thing ended, but there's also now epic two that's gonna be, epoch two that's gonna be... That's starting immediately. Right? So they allocated, half a percent of their total supply. So point 25% is going to the top 250, quackers on the wall chain leaderboard, but for…”
Dave0:37:23Share on X