Dave explains joining the Alignerz private 26-creator Wallchain leaderboard. Alignerz is a Polygon-funded grant where vesting schedules live in tradable NFTs so tokens don't dump on day one.
0:17:33Tether's reported $20B raise, USAT, stablecoin wars and banks
NatNat, Moni and Kool cover Tether's reported $20B raise at a $500B valuation, its US-focused USAT stablecoin and the stablecoin wars. They discuss banks needing to adopt stablecoins.
0:22:20Q4 outlook, BTC 112K, recycled airdrop money, a selective bull market
0:32:25InfoFi visibility leads to opportunities
NatNat watches 112K BTC with 106K-108K below and sees dips as opportunities toward 144K. Moni thinks InfoFi and TGE money gets recycled into the market. Kool calls it a selective bull market driven by institutions with BNB, Hyperliquid and Aster.
0:35:47Marry one project or spread out? Core positions and sizing
InfoFi raises your visibility and brings job offers. Moni says you should marry one project while Kool says spread out citing Kinto, Mantra and Eclipse. Dave explains X score versus mindshare.
0:49:07When to hold or sell an airdrop, taking your base out, LP exits
Coperto asks how to research projects. The panel covers team, Telegram calls, ethos, white paper and community.
Landy and Bits of Wealth on BTC. Below 118K is bearish for Landy.
1:08:57Delta-neutral brackets, learn to hedge
1:25:00Fold Bitcoin rewards card with Visa and Stripe
It closes on the Fold Bitcoin rewards card with Visa and Stripe, plus PCE and GDP data ahead.
1:28:20A Fed-driven market
“This is it. I mean, I don't wanna say it is pulling bull market for certain projects. Right? So it's not it's not it's not bull market. It's just... It's bull market. It's just... It's it's a selective bull market. So if you hold a lot of polka dots, it's not a bull market for you. If you hold BNB, it's a freaking…”
Kool0:28:34Share on X
“Yeah. It's it's... Look. I'll I'll say this. Right? Like, I've I've been thinking about this a lot more recently because now between, like, my tunnel posts and this other stuff, and it's like, am I just... Is it... Like, is it just a machine now? Am I... Is it oversaturation? Is there no... Like, do I do I need to…”
Dave0:37:14Share on X
“Yeah. So for me, it's... It... One one portion of it is the tokenomics. But for me, it's very important to know who's behind the team and who's running it in their background. So I joined x spaces. I do the Discord. I do Telegram. Some founders are actually open to having one on ones. You know, tell... Telegram…”
NatNat1:06:04Share on X
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Show discussion, not financial advice.
