On the mic
Summary
0:00:00Market Check and Airdrop Wins
NatNat noted BTC testing key liquidity levels around 1091.06 amid an interesting day. Kool highlighted massive airdrops like Plasma turning one dollar into ten thousand, and urged not to fear the market since money is being made. xFactor wrapped up the InfoFi campaign, and reminded everyone to check airdrops and send wallets to claim rewards while sharing his Roth IRA returns frustration.
0:00:00Opening market check and narrative shifts across crypto
0:13:39Dave explains address-poisoning wallet attacks and how to avoid signing malicious txns
0:38:28DAT Stocks and Hedging Talk
NatNat discussed pros and cons of Digital Asset Treasury companies in public equities, noting massive hits to stocks like MSCR on volatility. NatNat stressed hedging spot holdings with USDC or USDT dry powder, and using perps or other assets to protect portfolios.
0:54:26Landy's Bitcoin Chart View
Landy analyzed the 5-day Bitcoin chart showing a lower low close and lower high trend reversal while the weekly eyes a trend break, yet the monthly remains in uptrend. Landy said this does not necessarily signal a bear market top, and requires confirmation.
0:54:26Last cycle
1:06:43GDP Beat and Stablecoin Debate
Dave raised Circle exploring reversible USDC transactions to recover hack funds. NatNat supported it for protecting against losses while xFactor and Bread noted it resembles an insurance fund rather than true reversal, and warned of government risks.
1:06:43Q4 positioning for Q1, and stablecoin freeze/censorship mechanics
1:28:51Bitcoin Core Debate and Launches
Landy criticized the Bitcoin Core OP_RETURN debate, calling some figures boneheaded, and said forking would fail while opposing both spam and certain shortcuts to innovation. Dave observed low fees at one sat per vByte with unfilled blocks, and discussed Pump.fun style token launches on Virtuals including Junie volume and points. Landy said he holds some Junie from a hacked wallet, and has many points but avoids interacting without deep research.
Key quotes
“Yeah. For show. For show. Oh, snap. Cool. Did you just boot your doppelganger? Saw You that imitator that you had down there with that little network, like, knock off PFP? That was messed up, man. That was crazy. What's up, everybody? Hope everybody's doing well. Welcome to the final installation of ATC, the bloody…”
Dave0:04:44Share on X
“We just... Like, when you think about, like, how hard it is just to make three, and a half k out here. You know what I mean? Like, I'm not saying this, like, crazy, but, like, we grind. Like, we really, really grind for three and a half. You know, when I look at, like, my... The tunnel shit that I do every day, you…”
Dave0:16:13Share on X
“I mean, never say never, I guess. I mean, the Bitcoin cash, right, that had some people mining it. Right? So as long as it's profitable and they can convince people that it will be profitable for the miners, then more more people will be willing to do it. It's just probably just needs a lot of traction to your point…”
Kkoma0:35:13Share on X
“Oh, no. I was gonna say... Yeah. I mean, I think hedging works both ways. Right? Because I'm not gonna lie too. I had a ton of stables as you could probably see in my Turtle account that, you know, while ETH and Bitcoin were going up, like, of course, my side of me was like, oh, I need to get in now and get ride the…”
Kkoma0:47:38Share on X
“No. That's that's a that's a great take, Cole. But, honestly, the the... So take... The point of this is to is to get institutions behind behind this this vehicle. Right? We can all agree that that's why, like, you know, you have ACHs, wires, all sorts of stuff that could be reversed. This is just crypto trying to go…”
xFactor1:10:05Share on X
