Kool said he is in preservation mode and not deploying capital as big money and family offices now drive the market.
0:10:30Don't chase moves
0:14:45Tokenizing real-world assets
0:21:40Landy, short with long hedge, record TradFi OTC buying
Dave noted MetaMask integrating Polymarket with x402 tech and Bread discussed its potential to change crypto to AI payments while comparing it to gambling. Landy analyzed Solana squeeze levels saying closes above two ten to two twelve could push higher but where Bitcoin goes, Solana follows and warned of low liquidity on the chain.
0:47:10Mar on Casper limit buys and comparing the crash to March 2020
Ryan explained tokenizing real world assets like construction funds, California Walnut Association and cocoa farms creates new liquidity and twenty four hour markets. He said everyone is copying from finance and boardrooms are adopting the tech.
0:57:30Private chains, Avalanche subnets, insurance chains
Samara said he qualified for Monad via his Solana wallet possibly from NFTs or pump fun volume and noted over three hundred million wallets were involved so criteria were used. Kool said he muted Monad after missing out and compared Avantis airdrop ROI favorably to waiting years on larger distributions. Kool also discussed Mantra still seeing over two hundred million in twenty four hour volume after its crash likely from founder money in Qatar and Dubai and said the space makes no sense so move profits to stables.
1:22:20Celsius-Tether settlement
AlphaGamer highlighted TeraWulf raising three point two billion dollars in notes through two thousand thirty as a nuclear powered Bitcoin miner turning to efficient energy and power plays. He said the sector shows conviction with long term contracts and triple digit gains while the rest of crypto bleeds. NatNat cautioned that energy stocks running hot are due for a technical pullback.
1:27:10Keep stables earning
Moni said many InfoFi TGEs are coming with expectations for Wallchain, Seat Rally and Alignerz and questioned where liquidity will come from for all of them. Kool said he expects a Wallchain TGE announcement tomorrow or it would be a huge disappointment and that being well positioned means it does not matter if it is an NFT first. Samara said it better be a TGE but he would participate in an NFT drop and prefers the interface over competitors.
“Good stuff. Think that's a beautiful point. I'm sorry, Dave. Go ahead. No. Go for it. I think that's such a beautiful point. Right? Because it's important to know what Kul said. Right? Don't chase these moves. If you miss it, you miss it, then you just wait because that's that's where retail kinda gets caught up…”
NatNat0:14:03Share on X
“I'm staying unmuted for for a reason, Scott, because I watched those orders come in on Friday and Saturday, and my my mind was kind of boggled. Right? So I... I've been around for a long time in these markets, and I can tell you that in traditional markets in general, I have not seen that kind of volume on an OTC…”
Landy0:30:27Share on X
“mean, really, really tough to to not use the word bullish here, but fucking bullish, man. So here's here's the thing. Alright? And this is...”
xFactor0:43:19Share on X
“Yeah. You know, on the insurance business side of things, there's been a lot of them that have been spinning up their own private chains, EVM specifically, as of late, and testing them out and utilizing them in a very targeted manner, much like what Scott was just talking about with, some of the ag in California, the…”
Ask your AI about this show: Use ATC in Claude or ChatGPT
Show discussion, not financial advice.
