All Things Crypto - InfoFi Wallchain TGE?

# All Things Crypto - InfoFi Wallchain TGE? | 2025-10-14 | https://x.com/i/spaces/1nAJEEqDVARJL | status: approved
# Speaker attributions verified via X captions, ECAPA voiceprints, and on-air handoffs where marked confirmed.

[0:00:28] Dave @DCBK2LA: 'Sup, y'all? Give me a second. Scott, what's good, bro? Millie, what's cooking? Is when my crew retweets the space earlier in the day. Thank you. Sorry. Was just giving my team shit for not retweeting the space a little bit earlier. What up, boys? What up? What up? What up? Love this. Welcome. Let me just draw on some tunes. I got... We got a new little we got a new little anthem. We got... I don't know. Made it yesterday, so let's see what's up. Let's see.
[0:04:00] Dave @DCBK2LA: Because it's all things crypto. Sup, everybody? Welcome to another edition of ATC all things crypto. While I was passively aggressively cooking my chat for not retweeting the space, if everyone can, please retweet this space because usually we have more than nine confirmations, but, you know, I take every opportunity to bust my cruise balls over here as often as I can. I hope everybody is good. Billy, good to see you. Rubs, great to see you as well. Guys, Mara is back. I don't know if that's a... If the top... If that means the top is in, but Mara is here. Mara, you're gonna have to... I I don't know what's been going on. I'm sure you're gonna come up and show us Casper later for sure. Nah. What's good? Good to see you. Amazing content. Millie, what's cooking, baby? Yo. Put some respect to my man, O'Millie's name. He's over 2,000 spaces. He's run more than Mario, bro. So put some respect on O'Milly's name. Milly, good to see you, Sven, everybody else. Blacks... Blacksnay, welcome, man. I haven't seen you in a minute. Shout out to the TruMedia group. But what's good, everybody? Nat, what's cooking, baby?
[0:04:59] NatNat @Natnatx007: What is up, guys? I'm excited to be here. You know, all things crypto, the the space you wanna be towards the end of the day when every... When everyone's, like, had a really rough day or whatever kind of day you had. You just wanna come in and vibe about it and enjoy the vibes. I'm excited to dive into this one, Dave.
[0:05:13] Dave @DCBK2LA: Let's go. Let's go. Let's go. Cool. We got you, my bro.
[0:05:17] Kool @koolcryptovc: Hey. How you guys doing, man? What's going on? I'm ready for the show. Let's do it. Now now what's up, Dave? What's going on? Man of beast, expat. What's up? Let's go. Let's go. Ready. Let's do it.
[0:05:26] Dave @DCBK2LA: Let's go. Let's go. Money, what's good? How are you? Welcome.
[0:05:30] Moni @monitalan: Thank you. I have a little share. Oh,
[0:05:36] Dave @DCBK2LA: Monie. Monie's on the train. Monie, you're the train again?
[0:05:41] Ryan @Rlad1776: Hold up.
[0:05:41] Dave @DCBK2LA: Yeah. Don't know if it's the headset maybe, but, yeah, you were coming in choppy choppy. But I'll I'll come right back to you, Money. X Factor, what's good?
[0:05:51] xFactor @xFactorPOL: What's up, my guy? Just just got home, ready to talk crypto with you guys after a after a lovely, lovely day in the trenches of Web two. So this is my this is my relaxing space, and I love to be here with you guys. So let's let's get it. Good to be here.
[0:06:06] Dave @DCBK2LA: I never understand how you guys have web two jobs. The amount of, like, interaction that y'all do in these chats, like, this is my full time job. And, like, I don't know how y'all actually have real jobs. Like, what do y'all do for a living? Like, I really want to know.
[0:06:21] xFactor @xFactorPOL: Three hours three hours of sleep gets you in, but my job's hybrid. So, like, I work from home three times a three times a
[0:06:28] Dave @DCBK2LA: week. Oh, okay. Okay. Okay. Okay. I was
[0:06:31] Landy @CryptoLandy: gonna say
[0:06:32] NatNat @Natnatx007: own the business. What are they what are they gonna do? They fire me?
[0:06:34] Dave @DCBK2LA: Yeah. We could do sue me sue me for what? Guys, Scott Fu... Scott, I got a beef to pick with you, though, bro. I saw you on the WagMe space, bro. I know you know that me and the WagMe teammate come in. I need solidarity out here, bro. I hope you cooked them in that debate, though, bro. Scott, it's good to see you, IG. What's going on, baby?
[0:06:53] Ryan @Rlad1776: Yo, man. It's it's good to be back. You know, man, it's a little little tough for time these days with the... Being, you know, being founder guy now. But, man, I've been trying to hit up different spaces now, bro. And I didn't know that about WagMehub, man. So my apologies, brother.
[0:07:12] Dave @DCBK2LA: Nah. But you know I'm just busting chops, bro. I hope it was a good space for you. But, yeah, man, I'm I'm excited to catch up with you. Founder mode. That's got a nice ring to it, bro. That's got a real nice ring to it. Yeah. Real nice ring. So I'm excited to kinda hear what you what you got cooking. We're definitely gonna talk daddy Fink today for sure. What BlackRock is doing, the momentum that the ETFs are seeing. The last two days in a row, I've literally seen in the first ten minutes is over a billion dollars traded in Bitcoin ETF volume. Just from BlackRock. It's now literally the fastest growing ETF of all time. I think it's over 100,000,000,000 now in AUM, which is kind of freaking nuts. MetaMask is now rolling out prediction market, essentially integrating Polymarket. So we got a lot to get into. Let me just say real quick what's up to Metabiz. Metabiz, what's good?
[0:08:02] MetaBeast @AKCMetaBeast: Hello. Hello. Happy Tuesday, everyone. Taco Tuesday. I still think it should be tamale Tuesday, but that's just me.
[0:08:09] Dave @DCBK2LA: You eat tamales on Tuesday?
[0:08:12] MetaBeast @AKCMetaBeast: Occasionally.
[0:08:13] Dave @DCBK2LA: Well, that's fair.
[0:08:14] MetaBeast @AKCMetaBeast: More than I do tacos, probably.
[0:08:16] Dave @DCBK2LA: True. I could use some taco. Let me stop. Monica, what's up? Thank you, Meta Beast. Good. Yes. Man. Yeah. It's gonna be one of those spaces. Monica, what's up? How are you? Better?
[0:08:29] Moni @monitalan: I don't know. Can you hear me?
[0:08:31] Dave @DCBK2LA: Oh, yes. We got, like, seductive Monica voice. Yes. We can hear you.
[0:08:35] Moni @monitalan: You're so funny. So... Hello. Hi. I'm glad my... You guys can hear me.
[0:08:41] Dave @DCBK2LA: Yeah.
[0:08:42] Moni @monitalan: Happy Tuesday. I I I don't know. I'll I'll do taco tamales or anything. That's Mexican food.
[0:08:49] AlphaGamer @AlphaGamer_sats: We get Monica for
[0:08:50] MetaBeast @AKCMetaBeast: a full hour tonight.
[0:08:52] Dave @DCBK2LA: Oh, that... I like that. I... How do you how do you know Monica's schedule?
[0:08:57] MetaBeast @AKCMetaBeast: We scheduled her to be on
[0:09:00] Ryan @Rlad1776: future watch
[0:09:02] Dave @DCBK2LA: Oh.
[0:09:02] MetaBeast @AKCMetaBeast: Virtual destinations with myself and Dee.
[0:09:05] Dave @DCBK2LA: Oh, you don't mean here. You don't mean here. Okay. Got it. Got it. Got it.
[0:09:07] Samara @thee_samara: Got it.
[0:09:08] Dave @DCBK2LA: Okay. Got Okay. It. Copy. Copy. Copy. Okay. Cool. Puppet. Let's cook it, baby.
[0:09:13] Landy @CryptoLandy: Hi. I'm here. I made it.
[0:09:15] Dave @DCBK2LA: You made it.
[0:09:16] Landy @CryptoLandy: I did. Wow. Oh my god. I'm only ten minutes late today. This is an amazing day. It's a banner day out here on the rainy West Coast Of The United States where we're always having fun. It's fun out here. I swear. I... I'm not just trying to convince myself. It's actually fun here.
[0:09:36] MetaBeast @AKCMetaBeast: So you hear me? You me? You
[0:09:41] Dave @DCBK2LA: you should just play the sound. I didn't have it ready. I know. It's fine. It's fine. I gotta get better. I gotta... I need a soundboard. I guess maybe I should invest in, like, a RODECaster or something, but whatever I've been... Anyways. Alright. Lots to cover today. There's tons of stories. I don't even know where the hell, like, to start. We thought initially, oh my god. We're going back up. That's it. Everybody here yesterday was like, oh, holy. And then Nat Nat comes into the chat.
[0:10:09] MetaBeast @AKCMetaBeast: No. Not you.
[0:10:11] Dave @DCBK2LA: No. Not not not you. Not you. What was his name? Black Ops. But was it Black Ops? He was like, that's it. We're going up only. Done and done. Like, let's go. And I'm like, alright. Up only. Okay. Maybe not. Womp womp. That was kinda short lived. Nat, give us give give us the rundown. What do you... What what what... What's the Bitcoin rundown, and then we'll go to Landy for a a quick overview.
[0:10:32] NatNat @Natnatx007: Yeah. So my my my stance hasn't changed. Right? I know, yesterday, I mentioned I was waiting for a position to get a short. I did get that short in. I did close it around, like, one... A high one zero nine. It's, like, 1098, one zero nine nine. Waited a little bit and got into a long... It's a... We're in a very, very interesting zone. I can see us trying to reclaim that 1114 and 116 area. But, guys, I'm gonna be real real real real real real honest here. I know this team, we're we're really honest. We were... This is not the space that you come to when you when you when you want to hear something. Right? This is the space that's
[0:11:07] MetaBeast @AKCMetaBeast: gonna give you.
[0:11:09] NatNat @Natnatx007: This is the space that's gonna give you the things that you need to hear. Because, if we reject that one fourteen, one sixteen range, you'd... We're going lower... A lot lower. Right? But so far, we haven't gotten there, so let's see. We we could might as well... We get to that area, confirm it as support, and go...
[0:11:27] MetaBeast @AKCMetaBeast: The one I know said a 100. Down as low as a 100.
[0:11:32] NatNat @Natnatx007: No. But you you know what? To be It's
[0:11:34] AlphaGamer @AlphaGamer_sats: like gold offering?
[0:11:35] NatNat @Natnatx007: No. To be real frank, this... Bitcoin lately has been following the liquidity levels to the t. Right? There's liquidity building to the top. So... But what we need to get through that massive one fourteen, one sixty, one eighteen area. If we're... If we get through that, then the liquidity at the top might might as well be tagged. But there's massive amount of liquidity building down below 100 k. That is why yesterday, on the space, we mentioned we were looking at that one sixteen area and see how it reacted once it gets to that point. Because if it rejects there over and over and over, a failed move higher leads to a move lower. So we kinda have to just watch that area closely.
[0:12:15] Dave @DCBK2LA: Good stuff. Cool. What are you doing right now in this in this market? Are you just kinda kicking back, sitting back, relaxing, just watching stuff... Well, watching shit on both?
[0:12:25] Kool @koolcryptovc: Yes. I I I was gonna buy dip on the crash, but I felt like I missed I missed the opportunity. Also, right now, I'm just, you know, doing the same thing, you know, probably Dave Dave Dave is doing or is doing. Just sitting back, not necessarily deploying capital, man. Not really. I'm I'm... I've been in in preservation mode for the past, like, four, five months. So my goal is not to deplete my stables, man. You know? So that's that's that's the plan. But see if I get any money from what what any AirDrops, whatever whatever... From AirDrops or any kind of crypto job that I I sell it into USDC, Ether Bitcoin. But, yeah, I'm not I'm not taking any risk this time around because I just this market is very, very weird. It's it's... It has... It's been very strange. Normally, I I usually know what will happen, but this time around, I I can't I can't predict this stuff because we don't... Retail doesn't control the market anymore. I mean, big money bags are the ones, the whales. I mean, not not just regular whales. I'm talking about, like, web two multibillionaires now control the the crypto market. So I can't I can't really predict what they're doing. So I'm just, you know, staying stables like crazy. I'm still in crypto. Yes. But just staying active. I'm not I'm not taking any big risk because of... If... I guess, I I would probably bother bit more if or when Bitcoin does break a 100 k, which it it feels like it can. I don't know. But if it does, then I'll probably take... I'll probably buy more stuff then.
[0:14:00] Dave @DCBK2LA: Yeah. Fair enough.
[0:14:03] NatNat @Natnatx007: 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. Right? They try to chase these moves to the upside or to the downside and then end up getting washed out. Right? Especially since you're a trader. Like, you know how many people got in a short at the, like, the bottom? How many shorts were opened up around, like, one zero five range and then completely washed out now? Or you know how many longer opened up at 100 26 and then got completely got washed out? Guys, if you missed the move, you missed the move. Just wait.
[0:14:38] Dave @DCBK2LA: Yeah. Let let let the market come to you. You know what they say. Time in the market is better than timing in the market.
[0:14:44] NatNat @Natnatx007: So Exactly.
[0:14:46] Dave @DCBK2LA: Yeah. Take your time. Scott, talk to me, bro. What are you seeing in the, you are out there founder mode. I mean, last week's program, we haven't caught up in a minute. So I I don't wanna pigeonhole you into, like, what's the deal in the Tratfi world, Capitol Hill, but, like, what's... What what... What's the sentiment? And and and tell us kinda, like, like, where you're at, kinda what you're doing, and and kinda give us your perspective on this market, bro. I would love to hear it.
[0:15:08] Ryan @Rlad1776: Yeah, bro. I love what Kool said. I I... You know, I've said this on on Dave, on your show for years now. At the end of the day, this is all a game now that we have no control over. And, bro, the big dogs don't give a shit. I mean, even if you wanna take a web three, quote, unquote, company like Wintermute, if you if you... Anyone can screenshot their clips. Dude, none of us are compete... They were doing $2.50, three ten, and I'm talking million. I'm not talking, like, you know, a couple e. Dude, they were dropping a billion in literally five minutes, and you're just like, oh, shit. I don't care who who I know, what fake whales like Machi on this app that you could combine them all, and that's just one market maker. Literally one. Yeah. Obviously, one of the big ones, but that's just one. Think about there's hell of other... These guys doing this. Some are just family offices like Kool said. They're just regular web two people like, hey. Kool. Yo. I got a $100,000,000 fund. Just give me, like, fucking 3% back, bro. Alright. Cool. He says, alright. Bet. Run it. Think about this in every fucking country from Brunei to fucking Dubai back to here to Toronto, everywhere you could think of. And, like, what what what Nat said, like, this shit could just move, and it has nothing to do with anything. Broke could just be like, yeah. Terrence, doc. Fucking... They're fucked. I'm just kidding tomorrow. Just playing. I'm... Again, you could do everything right. You could be one of those five second traders that grift and swear you're the best TA guy. You cannot compete with that. So right now, I couldn't agree more with cool on the market. Like, unless you're somebody like that, and I know what the fuck you're doing, you just saw all these perp... Perpetrators is what I'm calling them because we know y'all. I've been to your condos, but you was not a masterful trader. Motherfuckers got wiped on five x's, seven x's. Bitch, what? Like, in Fudrick, you know, in our boy dreams this crisis in Fudrick's fucking voice, bitch, what? Like, stop playing a game you... One, you have no control over. Two, you don't know how to play right. And stop trying to fucking grift about, oh, I make all these trades when I know what you... Where you really live, bro. Tell the truth. Like, just let these people know you lose too. Like, shit. Bread is in here. Do we take pride in, like, dunking on ourselves, bro? All of the the damn eat offers I got on shit, I just said, no, man. And the cheese are gonna be forever. Like, bro, I love making all that kind of shit up, like, and making fun of us. And then, yeah, for for us, man, it's it's been a blessing at OrbitalBeam. You know, we get to work. You know, we signed with CoinMarketCap, Polygon, and a few others, and it's just really cool to be working with people who really believe in real world applications, not just the... I mean, obviously, you see a lot of the collectible side on, you know, on Twitter, but tokenizing construction funds. You see California Walnut Association coming in, Cocoa Farms, a a lot of things that aren't as shiny because you can't 100 x them. It's just really, really, really cool to see these companies coming in, and, obviously, they need help. And I'm sure you guys saw this. I'm getting to... Back in the creator biz. Did did a lot of that in web two, and we have a really cool house in LA called Alpha House. And, yeah, I would love for some of y'all to pull up and bring in everybody literally in our whole entourage, you know, and if you guys... You know, if anyone's first time hearing us, we've done everything from scale Fashion Nova to we're the ones who found Jacob Logan and brought him to Gary Vee. So we get to now open the whole field from our web two and web three connections and and play in this house. And, you know, not to dunk on these web three creator houses, nobody really cares about that shit outside the space. You gotta make this shit interesting as for the user. Right? Y'all... I I saw all these people talking about Punk Fun. Oh, bro. Everybody... Bro, web two don't give a fuck about Punk Fun. Yeah. Yeah. You might get grifter ass Jack Dougherty. Oh, wow. What a dub. And you saw where that went... Where that yellow brick road went. So, again, they're... Stop making web three so front facing. I'll say till I fucking... My, you know, my coffin is carried. And if we want people to, you know, use these underlying technologies, it gots to be a a cool way for the user other than you're my fucking ex of liquidity on on on this token I'm talking about or any future token I'm talking about, you know, coming up. So, yeah, fuck pumped out fund. That's my hot take. Fuck... You're gonna kill me, Dave. Fuck info five. You got your favorite VCs grifting that shit too. How shitty is your fucking VC if you're fucking on the top fucking five of these, you know, bro? That's
[0:19:50] MAR @Mar2477x: a goal.
[0:19:50] NatNat @Natnatx007: Dave, racking it up.
[0:19:52] Dave @DCBK2LA: Yeah. Yeah. I can't be accepting all the fines, Scott. Like, you're costing me a lot of money, bro. Like, Nat instituted a no f bomb rule a few weeks ago. Oh, sorry. Yeah. Yeah. I would cosign all our guests, but, like, Scott's technically not a guest, Nat Nat. Like, he's, like... He's OG. So, like, you know, he gets, a... You know, there's a there's
[0:20:09] Ryan @Rlad1776: a No. No. Fucking fine, Scott.
[0:20:12] MetaBeast @AKCMetaBeast: Bro, black
[0:20:13] Landy @CryptoLandy: ops. You can't be... Bro,
[0:20:15] Dave @DCBK2LA: chill out.
[0:20:16] Landy @CryptoLandy: I'm more OG than Scott.
[0:20:17] Ryan @Rlad1776: What are you talking I know, but if I you guys out here saying they're the 96 bulls, I ain't gonna say old boy's name because I ain't gonna give him no clout, but cut this s word out, bro. Everybody... Nobody knows you beast man in in in web two. You could keep fronting for this app and Kaido and all that BS. Ain't nobody know you off this app, pal. Just like your favorite thread guy who dumped everything at Lowe's. I mean, I'm ready to dunk on everybody today.
[0:20:45] Dave @DCBK2LA: I love that. Nat, his his bill is not mine. Scott, I love having you back, bro.
[0:20:48] MAR @Mar2477x: It's great to hear your voice.
[0:20:49] NatNat @Natnatx007: Scott, I'll take the payments in HBAR.
[0:20:52] Dave @DCBK2LA: Nobody knows what to Nat
[0:20:54] Ryan @Rlad1776: Nat Nat happened over a year ago. We tried to tell everybody about these these... Which tokens to use, Ondo, Metcondo, HBAR. We go on and on and on and on.
[0:21:05] MAR @Mar2477x: It's... Exactly.
[0:21:08] Dave @DCBK2LA: Oh, hi. Okay. I see a HBAR. Well, you know what? I take my payment in USDC. Okay, Nat? Well, I... Well, maybe just scratch off whatever I owe you. Like, maybe... Put this with the... Like Eddie Murphy said, put this with the rest. Now we have $300,000,070. You know what I'm saying? Like, of those joints. Let me go see what's up with Landy. Landy, what's good, bro? Give me your assessment. Scott, thank you, bro. Landy, give me your assessment, my bro. What's, what are you seeing on the Bitcoin side, overall market sentiment? And please not seventy four minutes. I love you.
[0:21:41] Landy @CryptoLandy: Look. Not much different than the take from yesterday. Look. I I said we were approaching resistance at one sixteen. Need to see above $1.18. We rejected $1.16. I shorted again, and, that's paid off well. I'm also in a hedge long. That long is the hedge on this particular trade because I still have a, I'm still short markets, like market wide. I'm still short. I've been taking profit on those shorts. Look. If the lows hold, there's one way to go, and that's up for the liquidity. Right? So if these most recent lows hold, and I am talking about the spot lows because this this market is a spot market. And with all of that open interest that just got washed out, spot is gonna be the driver to the upside and the downside. So, look. The the largest open interest washout in crypto's history, and it's probably underaccounted for, has a lot to do with the fact that there's so much... So little liquidity. Had a big conversation about that yesterday. Obviously, beat that horse to death. If one zero seven to the downside holds, good. Then we're probably gonna go hunting for liquidity to the upside. And, you know, right now, Bitcoin's threatening a lower high, on the daily, if it closes anywhere below $114.07. And that really means that, you know, we could potentially see the downside get tested a little bit more. But, you know, if we do start to see $1.16 and above, look to $1.18 for Bitcoin. And the reason that I'm just gonna say Bitcoin is because it's Bitcoin season, baby. It never ended. Never ended. I know that the hopes and dreams were well alive with many, but Bitcoin season is here to stay, and it's not going anywhere. Not for not for quite some time, in my personal opinion. And I would say that, if you were to pay me and it was my professional opinion, I would also tell you that it's gonna be Bitcoin season for quite a bit longer. And, above one eighteen, we can look to one twenty, one twenty one again. Above there, we can look to one twenty three, one twenty five, and shorts have cover all the way back to the highs now. So we're talking above one twenty five. You can't... It's gonna be very difficult to push someone like myself out of a short position in the markets if if it's trading below a 123 to a $125,000. There's plenty of room to hedge. So if you're bullish, these markets right now, you wanna see this most recent low hold. If it doesn't hold, look into somewhere around $10.05, starts breaking down from there. It can save itself, but if it starts closing below $10.05, we're probably looking to that $10.01. You know, it's a $98,000 area, which is another big weekly level. A lot of liquidity down there still. But I'll be honest with you. Something that does give me pause about testing lower in the in the immediate short term is that so much open interest was wiped out of the markets. And we had so many players that avoided that on the TradFi side of things because of when it all happened that they were racing to fill on the long side through OTC. And I I mentioned this to you, Dave, that I I was up all night Friday and all day Saturday. I got a call from my old firm that runs an OTC desk, and I actually helped a little bit. And this is the first time that I've done this, since probably... We're probably looking back to 2020, March 2020, that I've even assisted, that I've gone back into that world in any direct manner, since that OTC desk is opened, that particular one that I've I've dealt with. So, you know, I would just give it some time. Let the market figure out what the heck it wants to do, and I would say very... Pay very close attention to traditional markets because traditional markets are gonna drive where this goes next. We are very tied to those traditional markets now with the two main drivers in the crypto space in Bitcoin and Ethereum. And we're gonna become even more tied to that as as future spot ETFs launch. And and I I would just... You know, don't become too bullish or too bearish. Just take what the market's gonna give you. If you have levels that you know that you were going to previously buy at, I wouldn't have a change of plans. Even if you think it's gonna be the worst bear market we've ever seen in our entire lives, still wouldn't change those plans because this is still a very young market. And and I think that this just proves that what happened on Friday proves how young this market is and how early things really are because TradFi players are waiting to get in. They are looking for solutions to problems that they have to get into this market and make use of the technology to reference what Scott was saying. And, they will. They are. It's here. It's happening. But they're not gonna be the fastest movers. They're not looking at the five second chart. Sorry. They're not looking at pump fund to see what the new pairs are. Sorry. They don't care about any of that. They don't care about your TGE. They don't care about any of it. They care about the technology that's gonna help build their businesses. And, also, I'm gonna warn you right now, if you are not paying attention to the way that crypto integrates with AI, you will be sitting on the sidelines in the future for a very, very long time, and you'll be kicking yourself the entire time. If you're, if you're into pairs and chains and stuff that is not... Doesn't have an AI integration in its future, you are going to be sitting on the sidelines look... On the outside looking in. And in times like this, take the time to calm down, look around, and see what's out there and start identifying opportunity.
[0:27:53] Dave @DCBK2LA: Lendy I Are
[0:27:54] MetaBeast @AKCMetaBeast: you saying
[0:27:54] Landy @CryptoLandy: will rest my face there.
[0:27:55] Dave @DCBK2LA: Yeah. Are you saying that TradFi world doesn't give a shit about alignment? What the hell? Who the hell am
[0:28:02] MetaBeast @AKCMetaBeast: I talking to then?
[0:28:03] Dave @DCBK2LA: What the hell?
[0:28:03] Landy @CryptoLandy: I I would say that if you are aligned with the TradFi world and the way that they do things and and, like, vesting periods and lockups and agreements, then maybe you're on the right side of things because that's how things are actually done in the real world. It's not all willy nilly. I'm gonna go market make this with my $5 and pretend that we have liquidity.
[0:28:25] Dave @DCBK2LA: It's up only season, bro. It's up only season.
[0:28:29] Landy @CryptoLandy: You know, if if up only season comes
[0:28:31] MetaBeast @AKCMetaBeast: Blue season.
[0:28:32] Landy @CryptoLandy: You better be paying yourself.
[0:28:34] Dave @DCBK2LA: That's facts.
[0:28:35] Landy @CryptoLandy: You better be paying your
[0:28:36] Dave @DCBK2LA: That is facts. That is facts.
[0:28:37] NatNat @Natnatx007: Yep. So, Landy, you're saying you're short until we get to... Until we break above that $1.23
[0:28:43] Dave @DCBK2LA: Look at you. Look at the over here. Alright. I see you.
[0:28:46] MetaBeast @AKCMetaBeast: So, Nat
[0:28:48] Landy @CryptoLandy: Nat, you you know when I started taking my short position.
[0:28:51] NatNat @Natnatx007: I know.
[0:28:52] Landy @CryptoLandy: I'm now averaged in at a 123,500, and I have a very substantial size short position across these markets. And and I'm in CME as well on the short side, and that has been just fine.
[0:29:09] Dave @DCBK2LA: Let's go to Jesus. Landy. He's very... He's... Again, don't forget. He might not be running late night with Landy anymore, but don't forget the famous quote, more money than god. Scott, go for it, bro.
[0:29:18] MetaBeast @AKCMetaBeast: He knows what he's doing.
[0:29:20] Dave @DCBK2LA: He knows what he's doing.
[0:29:21] Ryan @Rlad1776: Yeah. I mean... Yeah. I'm... I know if you like people might go like, damn. That that and fucking Landy, man. Sound like bearish. No, motherfuckers. These motherfuckers, if you think they're done, if you think my Asian cousin, Thomas Lee, if you think all these other fucking gats are fucking done, bro, and they... They're just gonna accept this, bro, and this is what... Where they're gonna be at, Bro, I got some blue meth for you, bro. Sorry, Nat. I know it's not a bad word. It's probably not appropriate, but I'm just saying Can you drop some fucking crazy at post? Yeah. I got crazy blank whatever. Fill in the blank. I got it for you. Yeah. Like... And I'm not saying we're gonna go, like, crazy. You know? I'm not... I I I lean on Landy and and and people like NetNap for that. But if you think these people are done, they... They're not. They... They're they're they're gonna squeeze as much as they can for the lowest they can. This is not new mathematics. But, yeah, I don't think it's gonna go crazy down, but I... Yeah. There's gonna be a little... If it does go down, I'm feeling that little above 100 is, like, a good, you know, not
[0:30:27] Landy @CryptoLandy: 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 desk in... Ever. And that's not reflected in the price. You're not seeing it in the price because they're OTC deals. The... These are not these are not players in the game that are out there announcing their next treasury company, by the way. They... They're not looking to sell you on their IPO. These are people who are are in a very good position to accumulate and keep accumulating. Doesn't matter what the price is. As long as it's coming down, they want in. And, just because I have shorts on and I'm short the market, that doesn't mean that I'm bearish either. I have a portfolio to hedge, and and and I have to hedge it. If I don't hedge it, I'm being irresponsible. So in this case, when that says, like, hey. When when would you be pushed out essentially? 01/23, and I'm starting to sweat around 01/20 to '1 '21 on that position. But the fact of the matter is is I've taken I've taken profit on that, and I'm hedging on the other side now on the long side. Right? And that can easily turn into, oh, it's starting to break into some of these areas that I wanna see break into. Now it's a swing short and a swing long, not just a hedge long. Now they're both swing positions, and whatever side wins, I keep, and I let the other one go. That's trading. That's that's how the professionals do it. I did this for a very long time, and I'm not here to to to, like, dunk on anybody or gloat or any of that kind of stuff, but I've been doing this for a long time. And there's a lot of people in this market, believe it or not, that have been doing this a long time. They're just not hitting the timeline telling you about all their million x's that they got because that's not what they're here for. They got way bigger money. They can make more in five minutes on a spot trade than these people pulling $2,030,000,000 out on a banger trade, their generational wealth trade. These guys are doing that. They're doing that in freaking interest, Dave. They're doing that in USDC and USDT payments on on staking. That... That's, like, insane numbers that no one even pays attention to.
[0:33:04] NatNat @Natnatx007: I I agree, Landon. I know that you brought up hedging. I've been hedging for long as I can... Could remember, and I mentioned it a lot on the show. It's the way to go. It... Especially in crypt... In cryptocurrencies with the massive volatilities and these massive spike spike to the downside that we get. Right? It's a... Why not protect your portfolio? Especially, some of us have been working hard to build up spot position of nice BTC bags. So guess what we're gonna do? We're gonna protect it.
[0:33:29] Dave @DCBK2LA: I'm all about protecting the BTC bag. That's for show. I'm so hesitant to go over to Mar. Mar, you... Just hang out for one second. Let me say what's up to bread and Samara before you start chilling me Casper. I'll be I'll be right there or some RWA trucking company. I don't know what's gonna happen. But, Brad, what's good, bro?
[0:33:48] Bread @_ToastMalone: Yeah. GM gang. I was just gonna come up here and tell you about my trucking company, but I guess I'll just hold off on that.
[0:33:55] Dave @DCBK2LA: Nah. Nah. Let me let me let me segue you at least with this next story. MetaMask has officially said they are now gonna be integrating Polymarket into MetaMask, and Monica just put this in the chat also that Hyperliquid has now opened deposits and withdraw... Excuse me. Polymarket has opened deposits and withdrawals from Hyperliquid now as well. So, Brad, I need your assessment.
[0:34:17] xFactor @xFactorPOL: So much higher.
[0:34:18] Dave @DCBK2LA: So much higher. I know. Brad, talk to me, then we'll go to x factor.
[0:34:22] Bread @_ToastMalone: Oh, yeah, dude. I mean, it is... It's inevitable. I mean, I don't think that probably, you know, Phantom will integrate with Kalshi most likely because Kalshi's already come out and said that, like, they like Solana. Right? And so I think that then that'll be that integration. You know? And then Coinbase will be, like, the overarching, like, integrates with all of them type mechanic. You know what I mean? And it's because we're just gonna see a million companies, like, start on ramping onto these things. You know? Like, there are 100% conversations already being had with, like, with, like, MetaMask and Polymarket, and, like, there's a lot of tech being built right now. Don't sleep on four zero two x. It's super nerdy and super heavy shit. I'm not gonna get into it here. But, like, ultimately, don't sleep on that tech. It's some Coinbase stuff, and it's like OG Internet tech, like, base level type tech shit that's gonna really change the game for a lot of crypto to AI and just a lot of payments that are gonna happen into most likely these prediction markets. But
[0:35:30] Landy @CryptoLandy: resistant too. Right? They're using some of the quantum cryptography in that?
[0:35:34] Bread @_ToastMalone: They are. Yeah. I don't know to what degree. Like, how... Like, you know, it's not, like, bulletproof. I know it's better than, like, the SHA standards that we're using currently, but, like, it's not... I haven't... I I don't know at the end of the day. I know it's better than SHA, but it's not, like... I don't know to what degree.
[0:35:51] NatNat @Natnatx007: You know what else is quantum resistant?
[0:35:53] Dave @DCBK2LA: Of course. Of course, we know. Obviously. Why do I even scream scream like... It's like you set me up. You knew I was gonna do that. You go, get out of my brain. Get out of my brain. Mush, let's go to you, say what's up, then we'll go more, and then, Scott, I'll come right back to you. Mush, what's good?
[0:36:09] Mush 🍄 @mushrmofficial: Yo. Yo. Good evening, guys. Good evening. I have two questions, and they're for Landy. I love Dave. This is the first time I've met Nana, so pleasure. Pleasure. Pleasure. But, Landy, I have two questions. One, are you sick? You sound sick. You sound like you have a head cold. Two, are you seeing what I'm seeing on Solana? K. Because I have a 500 x long in. K? I I... No. No. No. I just like just like just like alpha makes fun of me. Every space I'm in, he comes and shows up and just... He goes, you know how much mush... How how much money mush fumbled? 180 k the other day off his 5... Off his $26 bet. Okay. So I like to play very gambling when I play leverage. Okay? I like to do 500, like, x leverage or... I used to do a thousand, but it's just too risky. So I do 500 now.
[0:36:57] Dave @DCBK2LA: I like to, you know, keep it a little
[0:36:59] Mush 🍄 @mushrmofficial: bit lower. But I'm seeing, like, a squeeze, and I'm wondering if the squeeze... What your thoughts are, if the squeeze you think is gonna go up, up, or down. Because the last time I thought the squeeze was gonna go down, I sold, and I missed out on about a 100 k. So I'm seeing pretty good the moment.
[0:37:17] Landy @CryptoLandy: The squeeze is not not worth squeezing below $2.10. If you start seeing closes above $2.10 to $2.12, it can squeeze further higher. But you know what just got squeezed? Everything on that godforsaken chain. Everything got squeezed on that chain. You wanna you wanna see a chain that's got stupidly low liquidity on chain? It's all of those different pairs on Solana. So if you're trading Solana, though, it's probably fine. Look. It it actually did pretty well on spot. It it only came down to $1.72. It it did not fill my order, so screw you, Solana, at $1.80.
[0:37:55] Ryan @Rlad1776: Don't worry.
[0:37:55] Dave @DCBK2LA: But Mance is sending out, like, four to six k, like, Band Aid packages. You should be good. Don't worry
[0:37:59] Mush 🍄 @mushrmofficial: about it. I'm glad you... Also, I'm asking is is the is the flag gonna go up or down? You know? Because if not, what would it take
[0:38:05] Landy @CryptoLandy: my time frame are you looking at, Mush? Because the only flag I see is is bearish. But the... Look. The the fact of the matter is that, where Bitcoin goes, the rest of this is going to also go. So if Bitcoin goes down, expect that position to be gone if you're on 500 x leverage. Sorry.
[0:38:26] Dave @DCBK2LA: No. They're
[0:38:26] MetaBeast @AKCMetaBeast: It's a wee.
[0:38:27] xFactor @xFactorPOL: Dude, Alba keeps
[0:38:28] Mush 🍄 @mushrmofficial: coming into my space. It's every space I'm in, and he goes, just so you know, you... See, he's down here now. He was not in here before. Okay?
[0:38:35] MetaBeast @AKCMetaBeast: He's here
[0:38:36] Landy @CryptoLandy: now. He left. Because he's coming. He... He's he's coming for you. Look. If it does go higher and starts trading above $2.12, it can go on a nice little run. But, but if it stays below there, it's more likely gonna fish to the downside before trying for for upside.
[0:38:51] Mush 🍄 @mushrmofficial: I was
[0:38:52] Landy @CryptoLandy: gonna say the $20.08. Is very Well, yeah. I mean, look. It... It's it's like two two two eleven fifty is what you need to see above, and I would argue even two twenty. You can knock your head on two twenty and get get absolutely wiped out to the downside from there.
[0:39:08] Dave @DCBK2LA: Real quick also. Can we stop using the words bullish and bearish? Because that really throws me off. Right? Like, can we just say up, like like like, lower or higher? Because bullish and bearish means trends, right, and market cycles. Like, I hate that because, like, that's like a... Such a crypto term, and I I would really love to move away from it if possible because I get what, we get what it means. But, like, that's when you start hearing crazy people, like, being, like, it's a bear market, like, off of, like, a day of, like, volatility. You know what I'm saying? Like, me... Can we... I'm not chastising anybody. I'm just... I'm literally pleading with with with you guys. Do you think we could do that
[0:39:49] MAR @Mar2477x: Well
[0:39:49] Dave @DCBK2LA: or no?
[0:39:50] Landy @CryptoLandy: That mean traditional markets is where that comes from. It doesn't come from crypto. What? Know?
[0:39:54] Dave @DCBK2LA: In one world. No. I've never said...
[0:39:55] Landy @CryptoLandy: The bear the bear run and the bull run, that is trad fight.
[0:39:59] Dave @DCBK2LA: Never in my market making life of literally twelve years did we say the terms bullish and bearish when it came to, like, intraday trading ever.
[0:40:09] Landy @CryptoLandy: Not not in not in intraday. No. No. No.
[0:40:11] MAR @Mar2477x: We don't It's overall.
[0:40:13] Dave @DCBK2LA: No. No. No.
[0:40:13] Landy @CryptoLandy: It's overall market. Yes. Sure. If if you went to the risk management department or your risk management director, they're talking whether it's shit say that. Whether it's bullish or bear
[0:40:23] xFactor @xFactorPOL: Oh, and we learned
[0:40:24] MetaBeast @AKCMetaBeast: that in high school economics?
[0:40:26] MAR @Mar2477x: Hey. Hey. Yeah. Yeah. Hey. Hey.
[0:40:28] NatNat @Natnatx007: But So I... Look. Go ahead, Andy.
[0:40:31] Landy @CryptoLandy: There's nothing there's there's nothing inherently, quote, unquote, bearish in the macro structure. You can be bearish in lower term time frames and bullish on higher term time frames and bullish on lower term time frames and bearish on higher term time frames.
[0:40:43] Dave @DCBK2LA: That's confusing as shit. That's that's confusing as all hell. You know?
[0:40:47] MetaBeast @AKCMetaBeast: It's it's it's all about and penguin ish? Yeah. Exactly.
[0:40:50] Landy @CryptoLandy: Yeah. It's all about the trend. The trend is your friend until the end of the trend. And when the trend is unclear, everyone's in fear. And right now, everyone's in fear because the trend is unclear.
[0:40:58] Dave @DCBK2LA: Uptrend, uptrend. Like, that that... Like, let's go
[0:41:01] MetaBeast @AKCMetaBeast: So there are massive
[0:41:02] Dave @DCBK2LA: bars. There's huge bull. Bullish.
[0:41:05] Landy @CryptoLandy: Here. Yeah. It's only bulls, and and the balls are are really rubbed down. But either way
[0:41:11] Dave @DCBK2LA: Fine, Dave. Okay. But the Yeah. Go ahead, Lindy. Wrap it up.
[0:41:14] Landy @CryptoLandy: It's a bear it's a bear trend on Solana, and you need to see closes above 02:12 to have a chance. That... That's a chance at a shift into a trend that would be a bullish trend in some of those lower term time frames or an uptrend. So an uptrend from a downtrend is what you wanna see it as an uptrend break, and then you you can start dancing happy dances in the streets, for a little while. Just make sure you're paying yourself if you're in a winning position, please. And hedge and move your stop to breakeven or in profit. And if you do that and it comes back and hits it, you can evaluate if you wanna go long again, or maybe you should have been shorting or hedging.
[0:41:53] Dave @DCBK2LA: Yeah.
[0:41:53] Landy @CryptoLandy: You know, that's where you you can play this game, and you can make it so that you win every time. And as long as they're filling your orders.
[0:42:02] Dave @DCBK2LA: Yeah. Yeah. Exactly. As long as long as you get fills.
[0:42:04] xFactor @xFactorPOL: I'm gonna
[0:42:05] NatNat @Natnatx007: need Solana's always on a bearish trend, though.
[0:42:07] Dave @DCBK2LA: Why... Was that on purpose? I'm gonna start finding you now. Like, what the hell?
[0:42:11] Kool @koolcryptovc: You rage baiting. No.
[0:42:12] Mush 🍄 @mushrmofficial: You rage baiting right now, Nat. Yeah.
[0:42:14] NatNat @Natnatx007: I'm sorry. I'm so sorry. I was I was talking to the
[0:42:17] xFactor @xFactorPOL: I'm totally kidding. I'm totally kidding. I understand.
[0:42:21] Dave @DCBK2LA: Okay. Real...
[0:42:22] Landy @CryptoLandy: We need to hear the trucking company first.
[0:42:24] Dave @DCBK2LA: No. No. We're not going to trucking yet because I know he's gonna derail everything. Like, I wanna get back on the on the poly market thing. I wanna hear Scott's take. Scott, I don't know if you wanted to chime in on the poly market stuff, but just wanna obviously say what's up to Mosh before. But, yeah, Scott, go forward and then we'll come tomorrow.
[0:42:38] Ryan @Rlad1776: No. Yeah. Real quick. Because remember back in the day, hey. Everyone's on the stage, so I could say you got... You know, we all were there. Oh, wonder when Web three tech will have this chat GPT moment. And then I really thought about it, right, I was, like, super excited. I was like, of course, it's a fucking... Something to do with fucking gambling. So, yeah, I just was curious what everyone thought. That's it.
[0:43:05] MetaBeast @AKCMetaBeast: Hey. List I love it. It's all a gamble.
[0:43:07] Dave @DCBK2LA: Wall Street says to the tune of 2,000,000,000 at a $9,000,000,000 valuation. X factor, you wanna tell... You want... You you wanna throw your piece in here and tell Scott exactly how you feel about prediction markets, sir?
[0:43:19] Mush 🍄 @mushrmofficial: I
[0:43:19] xFactor @xFactorPOL: 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...
[0:43:28] Dave @DCBK2LA: I hate to hear.
[0:43:29] xFactor @xFactorPOL: So so just just... Again, let's compare prediction markets to the gambling world. Look at the gambling valuation. We are no longer gambling. We are predicting because it's extremely convenient and way more legal and way easier to circumvent. So things are great. Whatever the gambling market cap is, double it. And that's what prediction markets is gonna be like in ten years because, you know, like, you're not doing just sports now. You're doing politics. You're doing absolutely anything you want. Shit. Like, you know, you could predict if Dave and I are gonna get into freaking a nightclub in New York on on a Thursday if we wanted to. You know what
[0:44:10] Landy @CryptoLandy: I'm saying?
[0:44:10] Kool @koolcryptovc: So you
[0:44:11] xFactor @xFactorPOL: could predict anything. You could predict absolutely anything. So that's one. Two, the $9,000,000,000 valuation by Polygon in, like, two two or three years is probably gonna be, like, 90,000,000,000, in my opinion. They just integrated with MetaMask. They're gonna be integrating with pretty much the whole damn ecosystem because it's legal. And, like, you know, I'm thinking, like, in the future, hey, Siri, you know, bet on a... Bet on the under 7 and a half on tonight's MLB game. And Siri's gonna be like, alright. I'm gonna polymarket that, and then she's just gonna place the bet for you on your Apple Pay wallet or something like that. That's not that's not just hypothetical thinking. That's something that is is gonna happen, guys. So the more... The easier it becomes to bet on poly market and call sheet and all these prediction markets, the bigger the market cap, the more money is gonna funnel in. Everybody's gonna wanna do it. We're significantly early. Go get yourself involved. That's it.
[0:45:02] Dave @DCBK2LA: Good points. I like it. I like it. I like it. Wait. Yeah.
[0:45:07] Landy @CryptoLandy: I have a confession. These are my confessions. I have a confession.
[0:45:11] Dave @DCBK2LA: I
[0:45:12] Landy @CryptoLandy: bet against my bills yesterday, and I won a lot.
[0:45:16] xFactor @xFactorPOL: Yes, buddy.
[0:45:17] AlphaGamer @AlphaGamer_sats: Hell yeah, brother. Let's go.
[0:45:18] xFactor @xFactorPOL: Definition of a trap game. This... You're you're sharp, bro.
[0:45:22] Dave @DCBK2LA: What kind of a fan are you? But no
[0:45:24] Landy @CryptoLandy: wonder you're a smart fan. I know who was injured, man, and I knew we were gonna get chewed up. That defense was gonna fall apart because I knew exactly who was out and who was in, and I bet against my own team. And I need to repent. I need to do
[0:45:37] MetaBeast @AKCMetaBeast: The Bills don't have feelings, so don't worry.
[0:45:40] Landy @CryptoLandy: How Mary's and and all You
[0:45:41] Bread @_ToastMalone: need to go, like, throw yourself through a fold up table in
[0:45:44] Dave @DCBK2LA: the Damn it, dude. That's
[0:45:45] Landy @CryptoLandy: exactly I...
[0:45:46] xFactor @xFactorPOL: And I was gonna say that. There goes my joke. Exactly.
[0:45:48] Landy @CryptoLandy: I think I need to set a table on fire and jump through it. I'm... I feel very badly about this, but, also, I don't. The money doesn't
[0:45:56] xFactor @xFactorPOL: lot of matter. Money. Landy, are puppets flammable? Just in case, like, if you if you do this happen by yourself through a table, would you cast on fire?
[0:46:02] Landy @CryptoLandy: Made flammable materials.
[0:46:04] MetaBeast @AKCMetaBeast: I thought you were flame retardant.
[0:46:13] NatNat @Natnatx007: But, Landy, I think I
[0:46:14] Moni @monitalan: think we......
[0:46:15] Dave @DCBK2LA: Playing dolls with his daughter being like, oh my god. This is the show that I'm a part of. Sorry. Go ahead.
[0:46:19] NatNat @Natnatx007: I think Landy made an extreme error. Right? Because he said he's gonna set a table on fire and just jump through it. I mean, puppet. What happened? Did did did you get some legs that we don't know about? Like, what?
[0:46:30] xFactor @xFactorPOL: Yeah. That's why
[0:46:31] MetaBeast @AKCMetaBeast: I was
[0:46:31] MAR @Mar2477x: calling him out
[0:46:32] xFactor @xFactorPOL: on his BS right there. But...
[0:46:33] Landy @CryptoLandy: Dave Dave David did did offer to put me on his shoulders and throw me off under the flaming table.
[0:46:40] MetaBeast @AKCMetaBeast: Wee. And
[0:46:41] Landy @CryptoLandy: then... Yeah. And and then scream, wee.
[0:46:44] xFactor @xFactorPOL: You gotta be careful about getting on Dave's shoulder because you're gonna, like, run into a yappy bear or something if you're there.
[0:46:48] Dave @DCBK2LA: Yeah. Exactly. Coma's already sitting on my shoulders out here, bro. I can't carry everybody. You know what I mean? It's it's, like, I carry you guys enough. You know what I'm saying?
[0:46:56] Landy @CryptoLandy: I just know that I need to get my chakras aligned.
[0:47:00] Dave @DCBK2LA: You're gonna get the chunk list aligned to your head in a minute if you don't cut this shit out. That's what you need to do. Mar, welcome, my friend. Long time no see, long time no speak. How
[0:47:10] MAR @Mar2477x: are you? What what do you mean? No. I... I've been here. I just don't come up to speak. Right? Maybe on my different... Maybe on my
[0:47:17] Dave @DCBK2LA: What's your alt account? You got a alt... Why are you showing
[0:47:19] MetaBeast @AKCMetaBeast: up on
[0:47:19] MAR @Mar2477x: an alt account? I have a I have a bitmap account. You know? Maybe that... That's the one. No.
[0:47:25] Dave @DCBK2LA: Who you hiding from, bro?
[0:47:26] Ryan @Rlad1776: Like No.
[0:47:27] MAR @Mar2477x: No. Yeah. You know? Just
[0:47:29] MetaBeast @AKCMetaBeast: Do you
[0:47:29] xFactor @xFactorPOL: have a Hispanic girlfriend or western?
[0:47:31] Landy @CryptoLandy: You better hide from me after saying that that Bitcoin is the new silver and Ethereum's the new gold the other day. I saw that shit.
[0:47:38] MAR @Mar2477x: But listen, man. Now now I know why I don't come here anymore. You remind me of my 55 k loss. You know? Fuck those fucking motherfuckers, whatever it is, what it is. But I made it back. I made it back. I it I made it back with the pump... The pump token. But what I wanted to tell you, you know, I got a friend that's as smart as too, and he told me, like, a month ago, yo, Your dream is to get Casper a cent. Right? Yeah. Yeah. Yeah. I know you hate exchanges, but put some limit buys on Casper, 2¢, 1¢, because I truly think we're gonna have a flush. I don't know when, but we're gonna have one. I wish I would've put more money. And then, actually, one of the exchanges that I put the limit by didn't even go through because that is so fucking corrupted. And in some exchanges, it went under a penny. Some other exchanges didn't even hit 3¢, but I'm happy. I got a nice position at Casper now. And listen. The leverage, I'm not worried about leverage, dude. I'm too stupid to understand leverage. But guess what? God was on my side for being stupid. Because since I don't understand leverage, I didn't get liquidated. You know? But the one thing I do wanna say, you know, my GTA is... I always look... I I like to look at average and shit, and people been talking about, like, oh, 19 Yeah.
[0:48:59] Dave @DCBK2LA: Great Theft Auto?
[0:49:00] MAR @Mar2477x: No. My great technical analysis. So
[0:49:05] Dave @DCBK2LA: I'm like, am I the only one in
[0:49:07] MetaBeast @AKCMetaBeast: one world?
[0:49:08] Landy @CryptoLandy: I was so puzzled.
[0:49:09] xFactor @xFactorPOL: Thinking Grand Theft Auto, honestly. No.
[0:49:12] MetaBeast @AKCMetaBeast: Me too. He's got
[0:49:13] Dave @DCBK2LA: great technical analysis. How are you gonna create your own acronym?
[0:49:16] xFactor @xFactorPOL: We got we got great... Oh, shit. We got great technical analysis before GTA six. That's crazy.
[0:49:22] MAR @Mar2477x: But let... Well, actually, I got a few friends that are saying that the the the bear market will be when GTA launches. But, you know, some crazy
[0:49:31] Dave @DCBK2LA: lots of friends telling you a lot
[0:49:33] MAR @Mar2477x: of money tomorrow.
[0:49:33] Landy @CryptoLandy: That would be great technical analysis right there,
[0:49:36] MAR @Mar2477x: to be
[0:49:36] MetaBeast @AKCMetaBeast: honest with you.
[0:49:37] MAR @Mar2477x: Seriously. But listen. The the
[0:49:40] MetaBeast @AKCMetaBeast: thing is Go ahead.
[0:49:41] MAR @Mar2477x: They're talking about the nineteen billion that left. Right? But if you break it down... I got I got the numbers at home. If you break it down to 2020, right, during COVID, the the... This was more of a black swam event than COVID because we were already getting the warning about COVID. You get what I'm saying? This shit, like, had no warning, you know, whatsoever. Just boom.
[0:50:06] Landy @CryptoLandy: There was absolutely a warning, and the warning was in September. And the warning
[0:50:11] MAR @Mar2477x: that Yeah. But that with
[0:50:12] Landy @CryptoLandy: with the trades that were happening. You know, the problem is is no one outside of crypto pays attention to traditional markets and the economic data. They only look to the economic data grifters that come on x. You what? They
[0:50:28] MAR @Mar2477x: For Landy. After the fact. I know, Landy, but
[0:50:31] Ryan @Rlad1776: that's why you guys are my source?
[0:50:33] MAR @Mar2477x: That's why a friend of mine warned me about it possible. But the smart people, you have to be in the trenches in in this network. But people are not that smart. They understood, like, oh, shit. Something could happen in 2020. But what I wanna say, when you break down the numbers, yeah, it's way bigger, but the average is the same, bro. It is the same shit. Market cap
[0:50:59] Dave @DCBK2LA: of what?
[0:51:00] MAR @Mar2477x: The the... Like, for instance, the market cap in in in crypto was around close to 300,000,000,000, and we lost 1,200,000,000. And and this time around
[0:51:11] Dave @DCBK2LA: Stop it. Stop it right now.
[0:51:13] Ryan @Rlad1776: Wait. Wait. Wait. Marty, you sound like a dollars, bro. He sounds like a severance trader.
[0:51:17] Dave @DCBK2LA: Dope. He said he's not a perpetrator. Go figure, but get his Wait.
[0:51:20] MetaBeast @AKCMetaBeast: He's a cop now. Just go
[0:51:21] Dave @DCBK2LA: and tell him how much the crypto markets were
[0:51:24] MAR @Mar2477x: It was
[0:51:24] Dave @DCBK2LA: What are you saying? You can't talk in crazy numbers.
[0:51:26] MAR @Mar2477x: No. No. No. But listen. Listen. The market cap was 16 times smaller, and the liquidity that went out was around 15 to 16 times bigger this time around. Liquidity came way back in faster. The percentage wise or liquidity that left came in way back faster than during COVID. It's around the same... A lot of people during COVID did not get liquidated like they did now when it comes to percentage numbers because of leverage. But this is my confirmation that, Landy, you better be fucking careful shorting because we are gonna go parabolic, dude. You know anything
[0:52:04] Landy @CryptoLandy: that I said?
[0:52:05] Mush 🍄 @mushrmofficial: I think it's I
[0:52:05] MAR @Mar2477x: know you do both. You play you play you play both games. I know how your shit works. I know you you play it safe. You know? But there's no... You gotta be crazy
[0:52:15] Landy @CryptoLandy: money, brother.
[0:52:16] MAR @Mar2477x: Listen. You gotta be crazy to be bearish. I'm loving it. I'm coming to
[0:52:20] Landy @CryptoLandy: these bro.
[0:52:21] MAR @Mar2477x: I'm coming to all these spaces, listening to your people that you're concerned and all this bullshit. I love it. That makes me even more bullish. I'm all in. I don't even have one stable coin on the side. I am all in. All in, baby.
[0:52:33] Dave @DCBK2LA: You're the
[0:52:34] Landy @CryptoLandy: best troll ever, Mark. I appreciate you.
[0:52:36] Dave @DCBK2LA: I love you, but... Yeah.
[0:52:37] xFactor @xFactorPOL: No financial advice on that rant, by the way, guys? Hold. No.
[0:52:42] Dave @DCBK2LA: No. Everybody knows already. It's Mar. There's no disclaimer necessary. Mar, that's enough. Thank you, Mar. It's good to see your regular PFP, I guess, if you wanna I I on your... Yeah. That's no... That's enough. No. Thank you, though. But Hey.
[0:52:53] MAR @Mar2477x: But one thing one thing at the end I do wanna say real quick real quick real quick.
[0:52:57] Dave @DCBK2LA: Real quick.
[0:52:58] MAR @Mar2477x: Prayers to everyone out there that lost money. I went broke in 2009, and today, I have way more money. And when I'm talking about broke, I had to sleep in my friend's apartment. Money always comes back. Your health, your life take cover. It's not even worth it. I got a few friends of mine that I actually help. And if you guys have a hand, help, you know, someone that you know close to you that lost some money. And whatever it is,
[0:53:22] Ryan @Rlad1776: you know, that's all.
[0:53:23] Dave @DCBK2LA: Alright. Thank you.
[0:53:24] NatNat @Natnatx007: Thank you. Where is he from? Where? Can't
[0:53:27] Dave @DCBK2LA: --.
[0:53:31] Moni @monitalan: It's one of us.
[0:53:32] Dave @DCBK2LA: God. We're being to one.
[0:53:38] xFactor @xFactorPOL: I agree with about 20% of what
[0:53:40] MetaBeast @AKCMetaBeast: he said.
[0:53:41] xFactor @xFactorPOL: He's saying that it's not it's not all Cubans sharing the mindset that Mar just went on a sweet rant. Great rant. Fucking hilarious, but I just wanna say that. Yeah.
[0:53:51] Dave @DCBK2LA: Yeah. And then you get the random white wizard that comes in from the Bay Area saying.
[0:53:57] MetaBeast @AKCMetaBeast: And the puppet is, like, tilting the... Landy Landy's,
[0:54:00] xFactor @xFactorPOL: like, just fucking holding everything back, bro. He's like, bro, what what is happening?
[0:54:04] Dave @DCBK2LA: It's the melting pot of crypto. I don't know what it... No. No. No more
[0:54:08] MAR @Mar2477x: one Wait. I gotta I gotta tell something to that.
[0:54:10] Dave @DCBK2LA: No. Stop it. Stop it. Stop it now. Stop it. I need to move on. This '6 '24, we have tons more stories. I need to get to... I love you. Gamer, just give... Oh my god. Gamer.
[0:54:21] Landy @CryptoLandy: Great technical analysis, gamer.
[0:54:23] Dave @DCBK2LA: You missed it. Yeah. It was GTA, bro. It was awesome. Oh my gosh.
[0:54:27] Mush 🍄 @mushrmofficial: Gamer, dude. Don't don't ask Alvin to talk. Don't know... Do not ask him
[0:54:30] Dave @DCBK2LA: to talk. Yeah. Yeah. No. No. No.
[0:54:33] AlphaGamer @AlphaGamer_sats: I'm I'm I'm here because, you know, I'm all... I wanna play this great technical analysis video game you guys are talking about.
[0:54:41] xFactor @xFactorPOL: What's GTA?
[0:54:42] AlphaGamer @AlphaGamer_sats: Yeah. Yeah. I'm I'm down. Actually, if someone can build that, that's actually a great great idea if you really think about it. You know, someone could build a a... Never mind. I'm gonna put that in my back pocket and have one of my developers go make that.
[0:54:55] xFactor @xFactorPOL: Brett, notes.
[0:54:58] Bread @_ToastMalone: I ain't got time for that, bro.
[0:55:00] AlphaGamer @AlphaGamer_sats: Hey. 10% finers fee. You heard it here first. It's the recorded space. It's my idea. But, yeah, moving on. Yeah, Mush. How about yourself? Yeah. What's up, Mush? And...
[0:55:10] Mush 🍄 @mushrmofficial: It's my alpha.
[0:55:11] Dave @DCBK2LA: Anybody else wanna... Yeah.
[0:55:12] Mush 🍄 @mushrmofficial: Do you wanna tell everyone about my depression? Or... Yeah.
[0:55:15] Dave @DCBK2LA: You guys... Sure.
[0:55:16] AlphaGamer @AlphaGamer_sats: So so I you know, I I was in a space with Mush.
[0:55:20] MetaBeast @AKCMetaBeast: Uh-huh. Uh-huh.
[0:55:20] AlphaGamer @AlphaGamer_sats: And he DM'd me, and he's like, hey, bro. I got $26. He's like, I'm I'm thinking about going 500 x long. I was like, well, I don't give financial advice, but, you know, we're at a 109,000. I think it might might be a good time. And he he did it. He went long, and that's when we went from, like, a 109 all the way up. So his $26 actually turned into, like, a 188,500, something like that.
[0:55:48] Dave @DCBK2LA: Wait. What? What the hell?
[0:55:50] Mush 🍄 @mushrmofficial: Yeah. Gambling is the way you guys. Gambling is the way.
[0:55:52] AlphaGamer @AlphaGamer_sats: Yeah. Yeah. Yeah. The the... Yeah. So Mash is right here. I mean, he could speak for himself.
[0:55:56] Dave @DCBK2LA: Wait. Mash, is he saying right now? What is he saying?
[0:55:59] AlphaGamer @AlphaGamer_sats: What what what was his name?
[0:56:00] Mush 🍄 @mushrmofficial: He's saying I'm a professional gambler, and I take risks.
[0:56:18] Mush 🍄 @mushrmofficial: Yeah. Yeah. I like to gamble, you guys. I'm a professional gambler. When I'm down on money and I need to pay my bills, I go to the casino.
[0:56:25] MetaBeast @AKCMetaBeast: And then
[0:56:25] AlphaGamer @AlphaGamer_sats: and then what I told Mash was... I told Mash, well, shit. If I'm gonna, you know, be giving you the ins and outs, I was like, with, you know, if you make 200 k, then, you know, 10%. Alpha 10%.
[0:56:38] Mush 🍄 @mushrmofficial: Was like that. And then Alpha
[0:56:40] xFactor @xFactorPOL: Messi said
[0:56:41] AlphaGamer @AlphaGamer_sats: And then he got scared. I was like, bro, we're going up. And then it was going up, and he got... Dude, he... His leg shook, his knee shook, and he's like, ah, and then he panic sold, and then it went higher. I was like, oh my goodness.
[0:56:52] Mush 🍄 @mushrmofficial: I'm back to Ichiban. I'm back to Ichiban, you guys. I'm on that fucking quick noodle... The quick noodle diet now. No. But don't gamble. Don't gamble, you guys.
[0:57:02] Dave @DCBK2LA: I've officially lost control. Not cool.
[0:57:04] AlphaGamer @AlphaGamer_sats: Of $26. Anything? 20... Anything?
[0:57:08] Dave @DCBK2LA: Thank you. I don't know who that was.
[0:57:10] NatNat @Natnatx007: Thank
[0:57:10] Dave @DCBK2LA: you. Thank you very much. I appreciate you, Nat. No. Of course. This is what a... Thank you very much. That's what I'm talking about. So let us... Slam that gavel, beauty. Oh my god.
[0:57:21] Bread @_ToastMalone: Listen. Nobody here supports gambling, only predicting the future. That's it. Continue.
[0:57:27] NatNat @Natnatx007: Rob, Rob, Rob,
[0:57:30] Dave @DCBK2LA: Just leave it. Just leave it. Just just just leave it. And then until I get your guys' take, and then we can open it up to the heatings below because there's a lot for us to talk about. But I actually do wanna hear Scott's take on something. So asset tokenization, this is a huge deal. We've obviously been hearing daddy Larry talk about, tokenization, what the deal was. I saw news recently about Securitize. They're thinking about, obviously, a public offering coming soon. Think has made no secret to this. Like, they're gonna tokenize the world. But now he's saying we're developing our own technology for asset tokenization. I'm very kinda curious as to what the hell that actually means. Scott, any other insight into what BlackRock is might be quote developing from an asset tokenization perspective? Do they just mean their own chain? Like, what's the deal?
[0:58:18] Ryan @Rlad1776: Well, I don't I don't want a daddy to put BTA. And then if you're from the Bay Area, let me... You know? Well, shit. If you're here for it, it's nationwide now, but that means nothing.
[0:58:29] AlphaGamer @AlphaGamer_sats: What up, Scott?
[0:58:30] Ryan @Rlad1776: What up, bud? My brother, man. I would... Man, I miss this guy.
[0:58:34] AlphaGamer @AlphaGamer_sats: Hey. Hey. That rain today was crazy.
[0:58:37] Ryan @Rlad1776: Dude. Wild, bro. Like, dude, it was cutting me out of spaces earlier. It was crazy.
[0:58:44] Ryan @Rlad1776: Yeah. Hey. Yeah. I mean, Brad as my witness, and Dave as my witness, I said that when JPMorgan spun up... Well, it wasn't called Kinesis at the time. It was called Onyx. And then they ended up saving $20,000,000 on just collateral settlements alone. You think every other person is gonna let JPMorgan do that? Hell no, bro. They'll be like, oh, twenty four hour markets, I could 2 billions for, like... You know, to them, it's cents. Not 2 percent, 5%. You know, I was talking about Western Union to to wifey earlier. Like, when I was in college, my mom would send, like, a $100 to San Diego, and it it would be, like, 85. And, dude, like, you know, with a poor college student, I was like, dude, what the... Dude, $15, bro, I need that. You know? Like... But that was the... They they have that fat fee. I don't even know what it is now, but I'm sure, you know, it... It's not good. But, yeah, these big guys who move so much money and so many different kinds of assets, I mean, even to a construction fund, you know, tokenization is is is just easier, and it opens up new liquidity and makes things more interesting to people maybe that didn't invest in these these types of vehicles or or sectors from before. Like, we used to joke about garbage. Now there's, like, voluntary recycle credits and all this other shit. Like... So even the jokes that we would have on on the... Your your previous spaces, Dave, like, they're all coming true... True. So everyone's just copying literally from finance. I know we just see a lot of the collectible stuff on, you know, on crypto Twitter, but literally from, like, California Walnut Association. They have all this stuff that it's really hard to track. So why not put it on chain?
[1:00:31] Dave @DCBK2LA: What is the California... When you say the California Walnut Association, literally, like, walnuts, like, the actual farmers for walnuts?
[1:00:37] Ryan @Rlad1776: And there's, like, husks. Like, anyone who does agriculture, you know, I'm... I learn as I go in this space. But I didn't know, like, the byproduct is worth stuff. It's worth money. And they have, like, a whole season, like, stored away, like, where it lasts, you know, all the extra stuff. This is after they sell their regular product. Like, now imagine you could... You move it across, you know, at a twenty... Again, a twenty four hour market with no fees, and then it opens up. If you put DeFi tools on top of this, dude, it's just like infinite markets. So everyone's just cop really going... You know how boardrooms work? You know, especially, you know, alphas... You know, anyone out here in NorCal or in Silicon Valley, one boardroom copies the other. Like, even though a lot of those, like, you know, Amazon, a lot of those people are shooting down Bitcoin, you know, as as part of their investments, bro, that's that's shit's over. You know? Like, it's
[1:01:35] MetaBeast @AKCMetaBeast: just one. These... How are they making these legally binding, though? Just because you own a a digital picture of something? How does that mean you actually own what it represents?
[1:01:47] Dave @DCBK2LA: You mean, like, the NFT, you're saying, how do you know that it actually... Oh, this is actually, like... This has been a topic of conversation forever. But... Yeah. But it's a good question. Scott, in terms of, like... I got... Mehmetabee's asking, on blockchain, right, like, you have digital representations, he's talking more about money, not so much. I mean, do... Are the goods being represented by NFTs, Scott, like, with Walnut Association, or are we just talking about, like, literally just, like, settlement kind of stuff, like, in crypto?
[1:02:11] Ryan @Rlad1776: Yeah. A lot of it because what what what Mehdi Bee is saying was right. Remember, like, people are trying to tokenize whole ass houses. Like, bro, like, how... Like, Mehdi is saying, how... Who... What what county... Like, if the dude's in Singapore and I'm in Vegas, like, bro, there's so many things that is, like, impossible to do. So I'm glad we're getting away from, like, you know, literally tokenizing a whole house. No. Let's tokenize the title. Let's... Remember when I met with city of Baltimore, they're tokenizing their burnt houses to keep track of where... Who owns them, if they can take them down because, unfortunately, until the three firemen died and the one that collapsed, it wasn't a big deal. So I believe in tokenizing things on the back end, not just like, yo. This is... Like, what MetaVee is saying, here's an NFT. Do you wanna buy my car? No. That's fucking tokenized titles of the car, titles of the houses. There's layers to all of these these these different sectors, and those need to be tokenized as opposed to to the whole asset. But for what what you're asking, Dave, for for finance, this is all being spun up on private chains. This is what I was saying. This is... Was the whole point was people are gonna make the why go on Solana or go... Yeah. There... It's easier to do that, but they could just do something EVM on their own and do all... Everything is on their chain. You can't see shit. And you think all of these big web two companies, especially, like, gaming companies. Right? Like, dude, they have so many users and and and and transactions compared to anything. Like, their weakest game, you know, like, from years ago has way more transactions than our best shit. Dude, they're gonna spin up their own chain. So, like, from not just... I'm not gonna just beat up on TradFi. I'm talking all all big... Most of these enterprises, yeah, they want plug and play now, but look at how many enterprises came, loyalty programs, kinda saw the game. Nike, we're say, you know, I don't wanna end up losing future clients or anything, but a lot of people soaked up the game. It was like, okay. We can spin up our own thing, and we keep everything. Why share it with, you know, with with these different types of chain for these small grants? Because to us, like, you know, $20,000,000 is crazy. You don't even get something like that. But to a web two company, that's a little bleep in the matrix. Thank you for the alpha and the game, and we're gonna go do it on our own. So JPMorgan was... I knew literally two years ago we were saying this shit. Right when they spun up Onyx, I was like, oh, it's over. They're all gonna start. And then what happened? Chainlink made the CCIP, and I don't wanna get nerdy. It's so you can move things on and off chain and be secure. Just keep it keep it tight and simple. There's a whole suite of tools. But when everyone started using that, Vodafone, Swift, I know everyone's bullish on Swift now or bearish, but they was already using that shit two years ago.
[1:05:09] Dave @DCBK2LA: Good stuff. I literally almost just lost the entire space. My entire app literally just crashed and closed. Can y'all hear me? Y'all hear me okay? Yeah? Okay. Good.
[1:05:17] Ryan @Rlad1776: Yeah. I hear you.
[1:05:18] AlphaGamer @AlphaGamer_sats: Hey. Real quick, Scott. Yeah. The the question I would have then is then wouldn't that... So wouldn't narratives like Avalanche with their subnets be a... Like, an option for these big, you know... For these big web two companies to come in. Because then it it... Kind of fits exactly to what you're talking about where they can create their own thing, their own chain, like a subnet. And we've actually already seen a bunch of companies doing that. Right? In particular, the, you know, the California DMV kinda comes to my mind where they're putting in the California titles, like titles for vehicles.
[1:05:58] MetaBeast @AKCMetaBeast: That was
[1:05:58] AlphaGamer @AlphaGamer_sats: years ago.... Avalanche subnet.
[1:06:00] Dave @DCBK2LA: Yeah. That was years ago. Right?
[1:06:01] AlphaGamer @AlphaGamer_sats: Yeah. But now but now, yeah, they did that a while ago. So now there's a lot more companies that are coming online in subnets. So you think that's, like, a vital category then for these, you know, RWA companies and all these Web two companies to basically have easy access to get on chain?
[1:06:20] Ryan @Rlad1776: Oh, dude. A 100%. And, dude, Avalanche is a great one. I love what Polygon's doing. Obviously, Tron, you know, has been doing something similar. Not not everyone's gonna be JPMorgan. Right? This is... You know, these are, like, the the the big, big, big dogs on... Especially on the ChadFi side. But a lot of... You know, even our clients, like, right, like, Warner, Atlantic, dude, that's perfect for them. Right? That... That's something, like, dude, plug and play, trial and test it, and, you know, like, that token is just not gonna go to zero tomorrow. You know, it's crazy as black swan, but that would affect everybody. So, no, I think that's a huge lane, and it's... You're seeing now too, like, what BDs are really the best BDs. Right? Because everyone... Like, dude, token $20.49 was wild. Everybody was a BD, but you can see what chains really have those people that can bring those type of companies in to build on these subnets or Polkadots. What what do they call the... Pair chains? You're you're, like, you're seeing some of these chains that got made fun of. Like, now they can kinda, like, hire some of these people from web two with with these treasury money and and really just be part of the game now. It's really interesting to see.
[1:07:32] Dave @DCBK2LA: You know what's interesting, Gamer? It's funny you say that because today, I was actually looking... I think it was... I don't know if it was a June analytics dashboard or what, but it was literally talking about, like, watching, like, net inflows, like, for different chains and avalanches, starting to see some money, like, genuinely, like, come into it. Like, that was the one big outlier that So I actually saw this it's really interesting you brought that up. But, yeah, could be really interesting if that's the play. I didn't even think about that. But, yeah, because I've
[1:07:59] Ryan @Rlad1776: worked with avalanches. Yeah. The Suis, the avalanches, again, yeah, Polygon. These people that have the web two connections, they're just... It's plug and play right now. They have the infra. Here you go. And then, of course, the big dogs who don't want you to see shit and wanna kinda keep everything, you know, in hand, they're gonna just spin up their own chain, you know, like Kinesis.
[1:08:20] Dave @DCBK2LA: And where's the money, Scott? Like, that's my question because, like, Landy, me, not not cool. We're all here discussing yesterday, like, the liquidity... Like, the crash and what happened, and you have companies, right, like these big l ones, like SUI, that have monster market caps, but the liquidity across the exchanges was legit nonexistent, bro. You know what I mean? So I'm kinda curious. Like, is that something, like, that that is even being talked about? Because, like, it was... I mean, when you look at just the market cap of SUI and where SUI went, right, like, just on some of these exchanges, it's crazy, man. So, yeah, the infra is great, but, you know, the the liquidity needs to come here because the one thing... The one main takeaway that we let everybody know yesterday was if you walk away from this space with anything, it's that crypto has a massive liquidity problem. Right? Like, it it doesn't exist, and I think that goes to your point kinda what you opened up with is these other guys are not here to make everyone else's trading experience better. Right? Like, they're here to make their bags. They're essentially here to make money. Right? Like, whoever's expense that's coming at within reasonable, like, within the confines of the law and the laws that probably don't even exist as they've yet to a certain extent. So... Yeah. Yeah. It's gonna be crazy interesting to watch. Yeah. Lenny, please.
[1:09:33] Landy @CryptoLandy: 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 land of the fruit nuts. And... Look. They don't have to worry about liquidity. They don't care about the base token. They're running their own private chain that that that... It serves its its utility for them. Right? So it's solving a problem, and that's the next big phase of crypto, especially when you reference something like the tokenization of stocks. They... It's solving a problem. Right? And and in this case, it's bringing things on chain. It's allowing for faster settlement. That is the problem that's being solved. The base token's value at the end of the day is just a means to an end. Right? And it will naturally drift up and down based on how much volume. Because the true value outside of speculative value of a base layer token is the transactional volume divided by the tokens in circulation. Right? So the rest is speculation. And when you have bigger players that are looking to tokenize assets or you have a bunch of private chains, the token value at the end of the day is an investment into the network in many cases for proof of stake so that you can run your own stuff. Right? You can either participate and you test things out like what JPMD is doing with institutions on, base. But guarantee that this is all just to test the waters so they can work out all the kinks in an environment that is well tested while they get their own up and running. And when liquidity is ready to flow from these larger players, it's gonna flow into the paired assets for the things that they control. If it's an asset under management company, it's gonna be paired with their... That liquidity is going to be paired with their products first. And that's that's all that matters at the end of the day because that... A lot of it's gonna be paired up with their own stables post Genius Act with private issuance. We issue our own stable. We pair our products with that stable. And then there's more use cases than just the open market using it because you can also then have integrations with the private chains that are being built. And there's so many more than people even understand. I think Brad can even speak to this years ago working on, internal chains. Like, this is much bigger now than it ever was, and it's from everything from supply chain management to contract management to all kinds of things. Internal, systems here in California, in fact, the state is looking at integrating for, LDAs. Right? Because LDAs have to get certain licenses. They're looking at tokenizing your licenses in in certain states, and this is going to be done at the federal level eventually. And it's about which agencies wanna build on what or what product is already built and available for them. And at the end of the day, they don't care about the liquidity on finance. They... Who cares? That's not what it's for. We have the token. Can we transact? Is the network up? Are we running our own validators? Are we mining? Okay. Cool. We're fine. That's... Yeah. It's the infrastructure there kind of thing.
[1:13:07] Dave @DCBK2LA: Good points. Good points. Okay. Good. Really, really good discussion so far. I do wanna transition. Obviously, there was a lot of news today, on the token issuance side, and maybe it might transition into Inflow five. Scott, I've given you fair warning. But cool. Tamara, Monad, eligibility checker. I checked, like, 400 wallets. I am not eligible for shit even though I did all those stupid things for, I don't know, maybe, like, two days or something. Cool. Is it a scam or what, like the title says?
[1:13:39] Kool @koolcryptovc: Yeah. I... Yeah. It's not. I mean, it's not a scam. This... They they they scam me, but it's not a scam, though. I I didn't I didn't get any... I'm not I'm not I'm not sure if I even met.
[1:13:49] MetaBeast @AKCMetaBeast: I just
[1:13:50] Kool @koolcryptovc: I I I miss... Miscalculated, you know, from two years ago. But I think, like I always say, if you are interacting in 50 projects and one of them did... You know, doesn't reward you, you you have 49 still pending. So I I I actually, I I muted the the Monad name on Twitter. So I I I have no idea. It was... I I don't see it. I I don't know. I'm... I blocked I blocked the page. I muted them. So yeah, case case closed for Mona for me.
[1:14:19] Dave @DCBK2LA: So Is that, like, a rage?
[1:14:21] xFactor @xFactorPOL: Did did nobody did nobody qualify for for Mona? It's a Mona.
[1:14:25] NatNat @Natnatx007: Got the Oh,
[1:14:27] xFactor @xFactorPOL: I got the lowest tier allocation, but I... One of my wallets qualified. I'm I'm about to add a bunch more.
[1:14:32] Dave @DCBK2LA: Is it a scam?
[1:14:33] Samara @thee_samara: I did I did
[1:14:33] xFactor @xFactorPOL: get a... Whatever the hell low tier is that... Probably got, like, $20 or something now.
[1:14:38] Dave @DCBK2LA: Hold on a second. I need to hear
[1:14:39] AlphaGamer @AlphaGamer_sats: from Samara. Can we start flooding loan at? No. No. Not yet.
[1:14:42] Dave @DCBK2LA: Yet. Not yet.
[1:14:45] xFactor @xFactorPOL: I need to wait till the twenty eighth and see what type of
[1:14:47] Dave @DCBK2LA: exact rally is I need to see... We need to hear from Samara. Samara, talk to us, bro, and let us... And we're gonna give you our best advice on how to not repeat Avantis.
[1:14:58] Samara @thee_samara: Yo. This isn't gonna be another advantage for real. But, yeah, Monet. Yeah. Was eligible for Monet in my Solana wallet. I I actually don't know why it was a little... I don't know. I think there was there were, like, different factors, some NFTs or your trading volume on pump funds. So many different things, but it's just complex. Wow. Pump fund.
[1:15:16] MAR @Mar2477x: I'm not really...
[1:15:17] Samara @thee_samara: Yeah. I'm not really bullish yet until I see my location. I don't know. So I'm just, like, glad I'm eligible, but I don't know the allocation yet. So on twenty eighth, we see. Yeah. But so far, I don't know, man. Like, a bunch of people are ineligible. Like, a bunch. So it's understandable. Like, over, like, 300,000,000 wallets were involved in Monad. So they definitely
[1:15:39] AlphaGamer @AlphaGamer_sats: Damn.
[1:15:40] Samara @thee_samara: Yeah. But they're in the mail. So they definitely had to, you know, find a way to curb the side building and crazy. But both... I understand why they did it. Certain ecosystems outside of people who even tagged a Monad got... Were eligible. I think they're trying to, like, you know, bring other...
[1:15:56] AlphaGamer @AlphaGamer_sats: Wait. Wait. Wait. Samar, so are you saying that they screwed over 300,000,000 people? Like, 300,000,000 wallets got screwed? Is that what you're saying?
[1:16:05] xFactor @xFactorPOL: You gotta you gotta remember. There's there's a bunch of duplicate wallets too that that that were in
[1:16:09] Dave @DCBK2LA: Well, that's what that's you're the hard...... To what he's saying, gamer. He's saying 300,000,000 wallets. Essentially, we're... Essentially, like, we're in the pool. So, like, they have to, like, parse through them, not 300,000,000 that were scammed.
[1:16:21] Samara @thee_samara: No. No. They had to they had Oh, okay. Because a bunch of them were sad, but it was obvious. Like, 300,000,000 wallets were just too much for real. So they used, like, certain criteria because on the... I was on the space with, I think, the Chug founder, and he said... They were reading like a doc, and they were saying people with, like, Yazuke NFT, some of them will be eligible. Some Solana OGs were eligible. Pumpkin traders with, like, certain amount of volume were eligible. The Monarch cards were also eligible if you go
[1:16:51] Dave @DCBK2LA: to thing?
[1:16:53] Samara @thee_samara: Yeah. Like, guys with Monarch cards, like, I'm sure they'll get, like,
[1:16:56] Dave @DCBK2LA: good Oh.
[1:16:58] Samara @thee_samara: Yeah. I was in the meeting, bro. No one actually gave me any chance with the Monarch cards. No one had any. Everyone at DM were like, bro, I I didn't get any. So I don't know, man. It's...
[1:17:08] AlphaGamer @AlphaGamer_sats: So can we start flooding or
[1:17:10] MetaBeast @AKCMetaBeast: or not yet?
[1:17:11] Dave @DCBK2LA: No. The twenty eighth. The twenty eighth, I expect. I said, let let the boys get their allocation.
[1:17:15] Samara @thee_samara: Exactly. I just wanna see the allocation first, but I'm not really gonna flood because I'm, like, in different other things. Like, info files to pop in and some other stuff we've been doing. This year has been good. Like, airdrops have made over, like, 6 figures on airdrops. So I'm not really tripping. Trading also, so it's it's all good. If if it's not a good drop, it doesn't really matter in the grand scheme of things. But, yeah, 2025 has been an awesome year for me for real. But... Yeah. So shout out to everyone who's eligible for Monad. You you might wanna check all your wallets because I don't know how they, you know, dispersed everything, but check your wallets, guys. If you if you are, like, a major Solana OG, you should check those wallets for real because you most likely might just, you know
[1:17:56] Dave @DCBK2LA: Yo, Samara, I connected my Twitter, my Discord. I don't... I've never even been... I've been to Discord in five years, bro. Like, I connected my ex, my discord. You know me, and I'm like, wait a minute. This is my my new MetaMask wallet. These are my... Where's my old MetaMask wallet? My old rabbit wallet. You know what I mean? Like, I don't know. I... But I just remember doing something. Y'all told me to do something, and I was doing some dumb shit where I was like, guys, I need Monad test net stuff. Like, I'm earning... I earned, like, a point, like, point o one Mona or whatever the hell it was. And I'm like, how am I supposed to do anything on this network? I don't have any money. They'll... You have to earn it. And I'm like, what? I did something, bro. So, you know... And there's no indication of what... Of where this thing's gonna open up? Like like, nothing at all?...
[1:18:36] Samara @thee_samara: No indication at all. Like, even the tokenomics, all we know is it's just 10,000,000,000 supply. We have... We haven't gotten any info on, like, the the percentage allocation. No one knows. Like, it's just literally... But once now, give to the Monet team, like, they know how to edge people on when it comes to this this airdrop thing because, brother
[1:18:53] xFactor @xFactorPOL: I gotta milk this shit so hard.
[1:18:57] Samara @thee_samara: So... Yeah. So, yeah, we don't know yet. So, hopefully, it's a good drop. Hopefully. But I I still think most people would
[1:19:04] Kool @koolcryptovc: Yeah. Yes. I... It it should be good, but I think only 5,000 wallets. Yeah. Like, I think I think Wait. What?
[1:19:10] Samara @thee_samara: Yeah. 5,000.
[1:19:11] Kool @koolcryptovc: Only 5,000 wallets got it. It's gonna be
[1:19:13] Samara @thee_samara: a one. Wallets from the Monarch cards and, like, a bunch of special ecosystems and people who had to the NFTs and 250,000 other people. So I think that's where a few thousand other people might get dust. I don't know, man. So let's just see what happens for real.
[1:19:29] Dave @DCBK2LA: It's it's 250,000
[1:19:31] xFactor @xFactorPOL: wallets that are that are eligible. Sorry to cut you off, Samir.
[1:19:34] Samara @thee_samara: Yeah. Over $250,000. So... Well, two... Over 250,000 wallets. So, hopefully... I I don't know yet. Like, I'm I'm... I still don't... I still can't pinpoint, like, my level of bullishness with Monet until the twenty eighth. So fingers crossed. Fingers crossed. But so far, yeah, let's see what happens. Let's see what happens.
[1:19:54] Dave @DCBK2LA: Yo, Samar. We gotta get you on the aligners bus, bro.
[1:19:57] Kool @koolcryptovc: Remember how
[1:19:57] Dave @DCBK2LA: we were talking about Avantis? Listen. I'm not that serious, bro.
[1:20:00] Samara @thee_samara: Yeah. I I wanted to be an aligner, but do... I think the initial, like... I think there was, like, a threshold or something. I I I didn't meet the initial. The first time we spoke about
[1:20:10] Dave @DCBK2LA: online No.
[1:20:10] MetaBeast @AKCMetaBeast: That was just
[1:20:11] Dave @DCBK2LA: for the twenty sixth, bro. Everyone else... Bro, Meta Beast is up there. Land... Bro, Landy's on the leaderboard, bro, for for... What's it called? Are you kidding me? Like, everybody's Meta Beast on the leaderboard. Like, we're all on the leaderboard. I'm telling you. It's Is
[1:20:25] AlphaGamer @AlphaGamer_sats: that wall chain, Dave?
[1:20:26] Dave @DCBK2LA: Yeah. And the crazy
[1:20:28] AlphaGamer @AlphaGamer_sats: thing Watching? Yeah. Even even I'm on there.
[1:20:30] Dave @DCBK2LA: I ain't even Exactly. He didn't even know he had quack sitting there, Samara.
[1:20:34] Samara @thee_samara: Yeah. Like, I... I've been commenting because I follow-up, like, most of my friends are online, and so I just, like, comment on this stuff, but I've... I haven't really, like, made a tweet. Maybe I'll jump on it.
[1:20:42] Dave @DCBK2LA: Bro, get involved. Get involved. I'm telling you, Samar, get involved. I think, like, this could... It could be... Not to mention that they were putting my, you know, my business out on the timeline. They were like, oh, did we mention how much?
[1:20:53] Samara @thee_samara: $50,000. So cryptic.
[1:20:56] Dave @DCBK2LA: Bro, chill out. You have to chill out, bro. Chill out. Chill... Yo. When Landy starts hitting me up for loans on Bitcoin, like, you know that there's a problem. You know what mean? He's like, hey, man. I saw how much you're making off of the, liners there. I'm like, bro, I don't got that money yet. Crazy work out here. He said yet, though. It's coming.
[1:21:14] MetaBeast @AKCMetaBeast: You want loans? Talk to Casey Imagination down below.
[1:21:18] Dave @DCBK2LA: Oh, alright, Casey Imagination. I'll come talk to you. But I don't want loans. Or, actually, yeah, if anybody else wants loans, you guys go talk to Casey Imagination. Don't come
[1:21:25] MetaBeast @AKCMetaBeast: to me. He has the money. I'm saying if you wanna... If you're thinking about getting one, talk to Casey. Oh, oh,
[1:21:29] Dave @DCBK2LA: oh, oh, well, yeah, go talk to Casey Imagination regardless. It's all good.
[1:21:34] Landy @CryptoLandy: Really quick. Get... You can take loans from me. The interest rate isn't
[1:21:38] AlphaGamer @AlphaGamer_sats: very attractive. Would be wild. 0%? No. 0% loan?
[1:21:43] Dave @DCBK2LA: If you take a loan from Landy, the juice is gonna be running twenty four seven, and the excuse he's gonna give you is a crypto. Listen. It's open twenty four seven, so the juice has to run twenty four seven. And then... Landy, what's the big? What would you charge on a loan?
[1:21:56] Landy @CryptoLandy: Right now, they're at 7%.
[1:21:59] xFactor @xFactorPOL: That's that's cheap. That's not bad.
[1:22:01] MetaBeast @AKCMetaBeast: That's for a crypto loan. That's not bad.
[1:22:03] Landy @CryptoLandy: No. That's bad. That... That's not bad at all, and that's OTC loans. You can go through... I can give you the number at the desk if you really need a loan that bad. You do have to qualify, though.
[1:22:13] Dave @DCBK2LA: Yeah. Yeah. So maybe Adam from... What's it called? What's it? You see Adam down there?
[1:22:18] Landy @CryptoLandy: We're have to There's a minimum, by the way. Just so you know, there's a minimum that you could
[1:22:23] Ryan @Rlad1776: I'm gonna need it.
[1:22:24] Landy @CryptoLandy: I'm gonna
[1:22:24] Dave @DCBK2LA: need it because agent hustle... My agent hustle bag is fucking hemorrhaging. I don't know what the hell Adam's doing. I need him I need him to do... Bro, tell the dev to do something, bro. I mean, I already gave Brett enough shit. Time for... Time by... Time I share the time I share the, you know, share the blame a little bit out here. You know what I'm saying? Another news, this I thought was comical. I literally chuckled at this one. This one was amazingly funny. Celsius secured a $299,500,000 settlement from Tether ending a year long $4,300,000,000 court battle. That's... I... You know what I imagine? I literally imagine Paulo just literally looking over, there's, like, a little flick of dust on the table, you know, like, after you eat, like... You know, it's like a like a muffin or something that's, like, crumbs. And he just literally looked at the crumbs. He was like, and he just flicked it off. You know? It's like, yeah. Here you go, Celsius. It's 300,000,000. Just get out of my face. $300,000,000 after years and years. They were like, you know what? Just give this guy 300,000,000. Like, we make 300,000,000 in, two days. What are we doing out here? Why are we wasting more time and money? I don't know. Just... Well, congrats. Hopefully, that helps, Celsius holders. Yeah. What cell is Myshinsky in? Where is Myshinsky actually right now? That's what I wanna know. Is he with the...
[1:23:34] AlphaGamer @AlphaGamer_sats: Can can I... I wanna punch him in the face.
[1:23:38] Dave @DCBK2LA: Oh, you were a Celsius? Hey. Not the smartest move you've ever made. I'm gamer. Okay. So there is in your armor. I see you. So Oh, yeah. Yeah. Yeah. Wait. Well, that real quick version of Real quick right before you go, just... Yeah. Real quick, gamer, right before you
[1:23:51] xFactor @xFactorPOL: go, I'm gonna give you
[1:23:51] Dave @DCBK2LA: the floor. Cool. I I need I need you, and I'm sorry to bring this up, but we have to talk about this. I know mantra is is is said and done, but I I need to understand market psychology because this... Like, it really needs... It it helps me. I need to know how mantra... Like, I'm not even talking about the move that mantra made. Like, how is Mantra still a thing, and how does it trade over... Hold on. I'm gonna give you the the the tally. Over 204... And $37,000,000 in twenty four hour volume. I don't understand. Is it a real thing? Is it not a real thing? Like, is the market just saying, whatever? $240,000,000. Where does that come from, and why? I don't... Yeah.
[1:24:39] MetaBeast @AKCMetaBeast: I don't I don't...
[1:24:40] Kool @koolcryptovc: It's not... It... It's probably not real, man. I I mean, I'm still real. It's it's probably money from... Because the founders get big over there in the... In Qatar and Dubai and and those places, man. So I'm... And maybe he got money from there and he uses to kinda boost up the volume because people have lost hope. I mean, mean, maybe they they will come back eventually. But the... That price crash for Mantra really, really hurts that project, man. They spent three, four years to to build it, to be a heavyweight. And in just one weekend, that trust was wiped out. And they've been... I guess, they're trying to get it back, I guess. I I... The funny thing is I... Actually, I haven't sold any. I just... It's... I mean, I've moved on, though. It's weird. If they... If it comes back, comes back. But I'm not surprised. They're probably trying to come back because they... A lot of people... A lot a lot of money on on Mantra. And it was, at one point, the number one... Mean, not by... It... By by market cap, by at least top five RW protocol in crypto. But like I said, it's what it is, man. You can't... I mean, you have to understand this game is nasty. If one's... One thing falls, just hope your others don't fall with it, and that's the reason why you don't put all your eggs in one basket. And and I said, but, yeah, I'm good, bro.
[1:25:55] MetaBeast @AKCMetaBeast: Good shit.
[1:25:55] Dave @DCBK2LA: Alright. Good to hear. Yeah. It's some some things you just can't make sense of, guys, genuinely. Like, this is what crypto boggles my mind sometimes. You just can't make sense of it. So if you're sitting here trying to make sense of something that is completely illogical, it's probably not gonna happen. But, yeah, gamer go...
[1:26:09] Kool @koolcryptovc: Well, I... You you have PayPay. PayPay has a has a SHIB and and Dogecoin have bigger market caps and countries, man. What you what you what do you mean? Like, this this space, nothing makes sense. We have to make money. That's about it. Nothing makes sense in crypto. Nothing. Like, it it makes no sense. We... We're seeing... Look at look at... What's that one talking? Fartcoin. Fartcoin. Any... Anyone would would would make fun of that token. And if you were if you were were... If you just took a chance on it, man, you would've made millions of dollars, man. I mean, you... This thing got so big that it was on Jimmy Kimmel. It was on CNN. It was on MSNBC. This space is... You cannot make sense of things, and that's why. It's just it's just so hard to to make money sometimes in this space, man. And and and I think that's why when you do make money, you need to move that shit into USDC because this space, it's... You just you just you just don't know. You just don't know, man.
[1:27:06] Dave @DCBK2LA: It's facts, bro. You're a spin truth. Yeah. Gamer, go for it, then we'll go land in, and then we'll close Yeah.
[1:27:11] AlphaGamer @AlphaGamer_sats: So I threw up top. Again, you know, beating the drum, ringing the bell, whatever you wanna call it. TerraWolf, they were originally a nuclear powered Bitcoin mining company. Now they're, you know, efficient energy. You know? They're announcing the largest debt finance attempted by a Bitcoin mining company at $3,200,000,000. That contract goes to 2030. And, again, you know, I've I've been ringing that bell. Right? Like, don't don't fade this sector of, you know, energy, power, nuclear. You know, seriously been ringing that bell, you know, even the rare earth metals are all kinda tied into this.
[1:27:59] Ryan @Rlad1776: Who's
[1:28:00] Dave @DCBK2LA: writing that note, Gamer? Who's writing that $3,200,000,000 note? Like... Or or or multiple?
[1:28:04] AlphaGamer @AlphaGamer_sats: Who who... No. They're they're they're raising that. They're like, the... So so if you... When you break into the the the article and the data, it's basically for, like, senior notes. So, basically, like, whenever you see that, like, bro, that is bullish. That essentially means these investors have so much confidence, that they're willing to wait five years, for this thing this thing to mature, and that... That's a... That's called conviction. And whenever... You know, from an investing standpoint, essentially, the investors are saying, like, there's no uncertainty here. Like, this is a certainty. This is not uncertain. Like, this is gonna happen. So Lake Marina, I think this is in, like, New York area, up up around that area. Like, they're they're basically gonna transform that whole area up there into power, to provide power and energy. And, again, this was a Bitcoin mining company. Right? So look at that sector. Again, you know, this this all ties in with WagMe. Right? The one that I keep, you know, telling people, like, hey. You know, I saw that canary, you know, in the mine on Wagmeat that was saying, hey. The... That sector is going higher. And then sure enough, Iron, Cypher, TerraWolf, all that that whole sector just lit up triple digit gains, people. I'm talking 100% gains in a short amount of time. They're getting contracts with Google, like, contracts, like, five years, ten years out, fifteen years out. Like, don't... I'm I'm just saying, you know, like, people keep, like, fading that sector. And and meanwhile, that thing is... The chart is just ripping. You know? While while everyone... You know, the rest of crypto is is, you know, bleeding out, that thing is, like, double digit gains every day. So I'm just throwing that out there again. You know? Like, here we go again. They're getting another 3,200,000,000. So, yeah, throwing that out.
[1:30:15] NatNat @Natnatx007: That's great information. My my only caution with, the energy stocks or any of those stocks that have been running hot for a minute, from a technical standpoint, they're due for pullback. So if anyone's eyeing an entry, a pullback will be your best bet.
[1:30:29] AlphaGamer @AlphaGamer_sats: Good. Yes. Good. 100% agree. Yep.
[1:30:31] Dave @DCBK2LA: And good stuff, Gamer. Yeah. The energy sector, like, there is going to be a massive need for power, and it's going to come... And it's going to need to come from as many different places as possible. You guys think your AIs run quick like this? Right? Like, it it it doesn't happen. Like, they're building... Oracle does not build, like, hectares of data centers in the middle of Idaho, right, like, for nothing. So just understand. Great great insight, gamer. I love that. Landy, go for it. And then, Moni, I don't if you're still with us. I would love to get an info file rundown from you, to close.
[1:31:06] Landy @CryptoLandy: Yeah. You know, I don't think Alpha was here earlier, but, you know, when I mentioned and very strongly said, like, if if you're not in this game and there's an AI play component to it, then you're gonna get left on the sidelines. This is one of the main reasons why. So TerraWolf is also in the AI game as well as the Bitcoin mining game. And you're gonna see more and more Bitcoin miners and and and infrastructure companies are already... They're already doing it, but you're gonna see more and more buildup in in the AI sector as well. And the Bitcoin mining companies are actually really well positioned because we've had to really, like, row the tough road, for a very long time with an entire industry, you know, entire governments against us on the mining side from harassment to companies that were not allowed to deal with us in certain states for... To give us power to all kinds of stuff for many, many years. And we... We're now in a position where we are helping out power companies, and there's other larger players that wanna do deals with Bitcoin mining in the mining sector to get access to power deals to stand up AI infrastructure. And this is going to be the marrying of crypto and AI in this sector, and it's gonna come through the power sector. So it's like when AI really started to get big, everybody looked at AI and it was like, oh, let's go invest in NVIDIA. Let's invest in this and that. Well, the real place were actually on the power side. You made exponentially more gains. Looking over there. Yes. You could make a lot of money in NVIDIA, but if you want other plays to go with it, you have to look in the surrounding ecosystems of, like, okay. If this sector is doing... It's like it's like, you know, the the slab phone designs in Corning Glass, you know, years and years ago. Right? The... It's the same kind of thing here. And this is only... These deals are just now getting in place. You gotta understand that in some cases, lot of the mining, deals that that we have in place and that are going on for five years, ten years into the future for some of these contracts that are gonna be signed, some of the some of the plays that are coming in to build out power infrastructure in tandem with mining, they haven't even begun. They haven't even begun yet. This is just the very early stages of investment and initial build outs and plans and all kinds of, you know, identifying which areas things are gonna go in and how and why. So the market wide market wide, it's the smart investors are getting in early. Obviously, many of them accredited if they're getting in on the actual raise side of things. But there are ways to get access to this. You know, we've talked about it a few times on stage here, especially when when some of these IPO... Many of these already have those. So if you're gonna look into the investment side of things, you can get into the note side of things. You can get into the bond side of things. You just have to do your research. And you don't have to be accredited, but you do have to do your research very carefully. You don't wanna get into companies that are gonna be pitching you like they do with IPOs or used to do with IPOs in many cases. But the energy sector is on fire. Wait for the bigger pullback just like gold. It can still go, higher, but it's going to pull back and correct in a very big way. And when it does, you wanna be ready. It's gonna be the same with, AI. It's gonna be the same with crypto when it gets a much wider correction. You think that this was a big correction? Now it's gonna get much wider corrections in the future. It's just a matter of from where. And you wanna be ready. Have stablecoins. And if you have stablecoins, make sure you're earning something on your stablecoins, please. We brought up many things with... From the bit coin side of things in Hermetica. But if you have USDT and USDC and you aren't... And it's not earning for you, there's plenty of places that you can go and earn something for that, and you should be taking advantage of it now. And it doesn't matter if you think that the coins that you're in are going to go a 100 x or not. If you don't have dry powder and you get wiped out of your position, well, then guess what? You're starting from square one again. So please have some stables on the side and just be ready even if the market goes up from here.
[1:35:40] Dave @DCBK2LA: Great stuff, Landon. Appreciate it. Put them on Tater. I'm earning 51% on Katana.
[1:35:46] xFactor @xFactorPOL: I'm just saying.
[1:35:47] Dave @DCBK2LA: Or if you wanna go with Morpho, little more conservative, you got 12%. I'm just saying. But this is USDC we're talking about here. A little sprinkle of cat token. Monica, talk to me if you're still here, please. Any info fi recap? I love the recaps that you're doing, so maybe you have something to share with us.
[1:36:04] Moni @monitalan: Thank you. I... You know what? I haven't done some research, but I... What I do wanna say about Infofi is a lot of TGS are coming. Lots of expectation for wall chain, for turtle. I think today, saw a couple more that may be coming down the pipeline. So just be ready. I think the the thing we all have to look at, which is why I was talking about seed, is how do we position ourselves. Right? And as you think of Amplify and if you're doing pre TG, looking for those that may really give us the the best ROI for our investment and time.
[1:36:43] NatNat @Natnatx007: And I think, look,
[1:36:44] Moni @monitalan: a lot of announcements haven't happened. We know Katana's gonna close season one, and season two is gonna include a lot more on chain activities. I thought that they would announce it this week. We have no announcement yet, so I think we continue with season one. I think I had heard billions. TG wouldn't be until next year. I'm now hearing rumors that maybe this year. So just be ready. I think we're gonna see so much activity this last quarter. And my and my big question on that is where is the liquidity coming from for all these TGs? But I guess that's that's a different point. So, yep, I'll do the... I'll be more prepared next time to do the info five preview to my daily.
[1:37:24] Dave @DCBK2LA: You're good. You're good. You're good. What do you think what do you guys think? In... Wall chain TGE tomorrow? Is that the big announcement? Or are we thinking, like, yes? We Are ready? Are we excited? Like, where where are you guys at? Like, talk to me. Cool. Monica, Samara.
[1:37:37] Kool @koolcryptovc: I mean, it it it has to be, man. I mean, what what else? I mean, if you... I mean, if if they don't do or announce something tomorrow, it should be probably the big... The biggest disappointment we've had in a long time. A lot of them are excited. So I... It has to be. I mean, there's there's no other reason. I mean, they... They've been been behind Kaito for the past seven to eight months, and this announcement has kinda people losing their mind. So I... I'll be shocked if they don't announce t t... TG or something tomorrow. Right? So I'm pretty sure it has to be. I don't see any reason why. Oh. Yeah. Just expect it to win it for a minute.
[1:38:11] Moni @monitalan: I'm hearing it's an NFT drop. So I I honestly don't know that. By the way, I mean, remember, I read a lot of stuff. So I am thinking TG at this announcement, but I'm hearing... Remember that's what Kaito did. Kaito did their NFT before. They did their... TG. Right?
[1:38:28] Kool @koolcryptovc: You know, even even even even if it's... It is... I'm not... To be honest with you guys, man, like I said, when you are well positioned for something, it doesn't really matter. Because even if they do the NFT, they're still gonna tokenize sometime and we'll be there to party. So either we party tomorrow or we party in three months, it's all it's all gravy. It's all good.
[1:38:47] MetaBeast @AKCMetaBeast: I stand by my... It's a... The wall chain credit card earned quacks for the money that you spend.
[1:38:54] Dave @DCBK2LA: Yo. Shout out to Meta Beast. Meta Beast, you deserve your round of applause. You got followed by the alignment account. Okay, baby.
[1:39:00] Ryan @Rlad1776: You like that?
[1:39:01] Dave @DCBK2LA: Good work, my friend. Good work. Tamara, what's your take, man? Do you think wall chain TG? I was just... Was looking for the sound when Monica said NFT drop. I was about to be
[1:39:09] MetaBeast @AKCMetaBeast: like, what? What? What?
[1:39:13] Dave @DCBK2LA: What do you think? TGE tomorrow? NFT drop.
[1:39:16] Samara @thee_samara: It better be a TGE, bro. Like, bro, my girl needs a new BBL. The last one was just...
[1:39:25] Samara @thee_samara: Yeah. Hopefully hopefully, it's it's like TGE announcements for real. But NFT, yeah, I think I I would would likely participate. Participate. I will participate in NFT collection if they have one, for sure. I I like watching. If you will, I like watching. I prefer to kite to another IT. I like the interface. I just like how, you know, it's contrast to... Compared to, you know, compare... Its competitors. And I just like it. I like it. It's just fun to use and... Yeah, man. Hopefully hopefully, it's like a, you know, an announcement. Yeah. They can announce, a a... An an NFT, but they should, you know, gear towards, like, a TGE because this is the perfect time. They have the traction now, so they should do something for real.
[1:40:03] Kool @koolcryptovc: And I I would I would say I would say the biggest reason why I'm not even mad about the... More than that thing is the fact that people have to understand something. When you are qualified for project and they air dropping 200,000 wallets versus another one where they're giving they're giving liquidity to 500 people, there's a big difference. Like, that... That's what people don't understand. Like, Avantis, the number one, you know, on the leaderboard, they made almost $800, man. $800. They gave... Avantis got $2,800,000 to five five hundred people. That is a much, much better our ROI than the more that we waited for the past four years. So that's what I'm saying about how you just just understand the game, and you couldn't do very, very well there.
[1:40:51] Dave @DCBK2LA: I feel like Kul and Samar are kinda like like like, giving each other, like, silent backhands to one another where it's like, yeah. You got Monet. Alright. Fine. But Avantis did great. And it's
[1:41:00] MetaBeast @AKCMetaBeast: just, like, passed silently. Like,
[1:41:05] Samara @thee_samara: if if the if the allocation for Monet is trash, I wouldn't feel bad because, like I said, we've positioned for other things, and we've gotten, like, good drops from other things. Because Monad took way too long to even, like, have a TGE. So it's good we actually clicked other things and made a lot of money from other things.
[1:41:21] Kool @koolcryptovc: No. Bro bro, Suman, you you understand. It's been it's been almost three years. K? And and what I... What I'm saying is, well, you were on... You use advances for three weeks, bro. You... You're you're most likely gonna make more money from the three weeks you were on advances than three years on a That's that's my point.
[1:41:41] Dave @DCBK2LA: Mute them. FUD campaign starts tomorrow. I need some more...
[1:41:46] Moni @monitalan: I have a question.
[1:41:47] NatNat @Natnatx007: I know
[1:41:47] Landy @CryptoLandy: you have to go,
[1:41:48] Moni @monitalan: but I do have a question. When? What's the next event, Ethan? And, Cole, I did ask earlier... I don't know if you saw my question about seat. I see you're active. Are you optimistic?
[1:42:00] Kool @koolcryptovc: Oh, yeah. Yeah. No. No. No. So so... No. They they they... They're gonna be good, man, because, like, these projects, they... They've been sitting in the background watching the success of Kaito, watching the the the success of of Wallchain. They they they they wanna be they they wanna be in the party. They want they want they want to be in in in the middle of the party, man. So that's why, I mean, right now, I'm ranked number two on Rally. Like like, that's another one. So they... There's so many different ones. Like I said, you just have to understand that this game, you've gotta be able to adjust and move fast. Right? Like, I I don't... I can't be kind of over spilled milk over over more than that. So, like, I think Zeke's is gonna be big one. Rally is is is gonna be a big one too. But for now, Walton is where the attention is, but that's the four. The four protocols you got... You have to be on. I mean, you you do... You... If you like money, which I do, you know, I I like money. If it's a $100, 1 k, whatever it is, money's money's to me, man. So you should be on title, wall chain, Zeit, and and rally. Yeah.
[1:43:04] Dave @DCBK2LA: Let's go. Yeah.
[1:43:06] AlphaGamer @AlphaGamer_sats: Yeah. There's a joke
[1:43:07] Landy @CryptoLandy: there with Zeit, but I'm I'm gonna reserve it for myself.
[1:43:11] Dave @DCBK2LA: Keep your dad jokes to yourself. Okay? Keep your... Nat... It's spilling over into Nat Nat
[1:43:15] Ryan @Rlad1776: shit.
[1:43:15] Landy @CryptoLandy: It's not it's not a dad joke. It's a dirty joke.
[1:43:19] Dave @DCBK2LA: Oh, alright. Save it for your late night with Landy. Oh, wait a minute. There is no more late night with Landy. There is
[1:43:23] Kool @koolcryptovc: no yeah. You'll state a joke, man. What? My... I'm by myself at
[1:43:27] Dave @DCBK2LA: the house. The kids are out.
[1:43:28] Kool @koolcryptovc: Wipe it out. Let me add a joke.
[1:43:30] Landy @CryptoLandy: Every time I see Zeet, I just think of, like, oh, she's a Zeet between the sheets. And that's all I can think of. And and, like, I I think that's because I'm just a dirty old man
[1:43:40] MetaBeast @AKCMetaBeast: at this point. Is that? Like, I consider myself Bro.
[1:43:43] Kool @koolcryptovc: Bro. Sonato. What what song is that? Where where in the world did you get sex from Zeet?
[1:43:48] Dave @DCBK2LA: Between the Zeet What song?
[1:43:50] Kool @koolcryptovc: When I hear Zeet, I think about money, man. Bro, landing your mind is be corrupted. I don't know what's going on, bro.
[1:43:56] Landy @CryptoLandy: I'm just
[1:43:56] Kool @koolcryptovc: It might be because, though,
[1:43:57] MetaBeast @AKCMetaBeast: you
[1:43:57] Kool @koolcryptovc: you got too much Bitcoin, bro. Yeah. You gotta off off look some Bitcoin. I
[1:44:02] Landy @CryptoLandy: just... I I always go back to what is the primary driver because I didn't know what it was. And I was like, Zeke, is this a skeet joke? Like, what is this? And then I I was like, okay. Like, porn... Yeah. Zeit z z is exactly what I was thinking of. It's it's like, if I do that, how far can I get on the leaderboard just making weird, like, porn adjacent jokes? It says... Brad's like, oh, man. I gotta get off stage now. This is the one thing.
[1:44:31] Samara @thee_samara: I can make
[1:44:32] Dave @DCBK2LA: so many great horror videos for that. Are you kidding me?
[1:44:34] Landy @CryptoLandy: I know. Right?
[1:44:35] Dave @DCBK2LA: Monie, are you kidding? It's the gold I
[1:44:37] Landy @CryptoLandy: just gave you all
[1:44:37] MetaBeast @AKCMetaBeast: the, like,
[1:44:38] Moni @monitalan: outfit right there.
[1:44:39] Landy @CryptoLandy: So the... But the thing is is, like, the porn industry is the primary adopter of new technologies. And and the weird thing is is, like, they're not in the crypto... They were in the crypto scam game, but they never really got into the crypto game. So I was like, I keep... I kept seeing Zeit around and I'm like, man, this is... I hope this isn't, like, some sort of put on joke and, like, now we're gonna end up with OnlyFans zeters and, like, they're zeeting in your chat and, like, all this other crap. And, like... And then at the same time, I was, like, that's kind of a brilliant idea. Maybe we should probably build that.
[1:45:15] Samara @thee_samara: We were so... Okay. Like, we're so close to that on PunkFun. We're so close, but then they had this whole regulation. Damn it.
[1:45:24] Dave @DCBK2LA: Samar is dead dead set on,
[1:45:26] MAR @Mar2477x: bring the criminals back to crypto.
[1:45:29] Dave @DCBK2LA: I mean, Samar, after this past weekend, bro, like, I mean, if you're not making money here, no. I don't know. You know? Like, the criminals are back. I literally... Scott literally just told us the criminals are back. He literally came in here and said, they don't care about you, and they're criminals in suits.
[1:45:43] MetaBeast @AKCMetaBeast: You're when you're ready to make late nights with Landy great again, let me know, Landy.
[1:45:51] Landy @CryptoLandy: Like to make with Landy twenty twenty eight.
[1:45:56] Dave @DCBK2LA: Touche. Oh, the Trump jokes. It's so bad at the dad jokes. But, Nat, don't listen to anything that they're saying. Okay? Nat was coming at me with some crazy neck jokes the other day. I don't know what the hell was going on. It was wild.
[1:46:09] NatNat @Natnatx007: I... So let let let me just fill you guys in. Right? So he decided to use the the potato and run it through AI and and come up with, like, this bug looking dude with no neck. Right? So then I... He invites me in in... To Brooklyn, and I'm like, no, Dave. I'm not going to your neck
[1:46:27] Moni @monitalan: of the woods. I'm fine. Crazy.
[1:46:31] MetaBeast @AKCMetaBeast: Yeah. That's that's so crazy where And then
[1:46:33] NatNat @Natnatx007: he says and then he he says, well, I'm always here. And I'm like, okay. Fine. So I guess I'll see you next time. Right?
[1:46:42] Dave @DCBK2LA: Bro, she didn't stop the neck onslaught. It was kinda nuts. But speaking of tater
[1:46:47] MetaBeast @AKCMetaBeast: I'm proud of you. That's creative.
[1:46:50] Dave @DCBK2LA: Yeah. It's alright. Well, don't don't egg it on.
[1:46:52] Landy @CryptoLandy: I hear that cedars can really neck it.
[1:46:54] Dave @DCBK2LA: Oh, let it go. Let this deep thing just die. Let it die. Let the zeep die. Real quick. No. I do wanna mention about I do wanna mention about Tater. Tater has officially integrated, and I finally got the retweet from the tri limitless team, talking about the integration on the prediction market. So now you can trade prediction markets on Myriad. That's abstract linear and now on base as well with tri limitless. These are literally like... You know, they have like the hour prediction markets as well. Expecto, I expect you to go fully nuts. Also, on Espanol as well. So multilingual, Also, it is... I mean, across the board, I'm real... I'm gonna go ham on this stuff. You guys know the tater space is on Friday. I would love to really have all of you guys there to really... Like, I wanna take this up. Ninja Dev is a dude that we... I I want to rally, like, support for, like, crazy because I genuinely love, like, working with him and and everything he's doing in this space. The other thing is, don't forget tomorrow is the... What's it called? The Aligners Space at 9AM tomorrow morning. Javi from Billions, couldn't make it last time because he was a little bit sick, but he's gonna be there this week as well. Carlitos is gonna be there. We're gonna have some heavy hitters. JMC, like, this... Yo. I lost
[1:48:07] MetaBeast @AKCMetaBeast: Let's go, necking. Mind share.
[1:48:09] Dave @DCBK2LA: Yeah. Necking. I lost half percent of mind share yesterday in one day. So if y'all think
[1:48:14] AlphaGamer @AlphaGamer_sats: Why so early?
[1:48:15] Dave @DCBK2LA: What is... That's... That's you problem, bro. That's not a me problem. This is eastern time. Okay? Point being, just so everybody is clear, I lost half a percent of mind share, okay, yesterday from one day to the next. So if you guys think that I'm out here being like, oh, I'm sitting at the top, and I was tweeting my... You guys see my timeline. The only thing that's coming across my timeline is aligners content. That's it. I'm retweeting, pushing the whole nine yards. Nat, the aligners team actually messaged me today and said, Dave, can you fix this video so that it... At the one point in the... It was like a fight scene from some movie, and he was like, I want this to be nat nat and have it say web three instead of this. And I'm like, what? You want that to be nat nat? And I'm like, it was kind of a badass scene, but I'm like, I'll see if I... I'll see what I could do. So there's apparently a video coming out where you're a badass, and the aligners team is gonna... What's it called? But they know... Like, this is what I mean...
[1:49:03] AlphaGamer @AlphaGamer_sats: Well, Nat Nat is a badass.
[1:49:04] Dave @DCBK2LA: I know. But, Samara, this is what I mean by we're early, bro. Like, legit, we are early. Like, we know this team on a first name basis. They... The team knows us. Right? Like, in what world does Roger know? Not not me. Cool. Metabeast. Like, we're... We... Like, ATC is all over.
[1:49:21] MetaBeast @AKCMetaBeast: They really like me.
[1:49:22] Dave @DCBK2LA: Exactly. That a t... More, Metabeast. More. That ATC leaderboard... Like, that leaderboard is sprinkled with all of us, bro. From one to 45, we are everywhere on there, and I absolutely love to see it. Guys.
[1:49:35] Kool @koolcryptovc: Yeah. AJ. I do have a question. So when did you open the leaderboard to the public? Are they gonna shut off? Like, is it gonna be like a... Is is that epoch one or two, or it's just gonna be open to the public in? Would they would they kind of... Yeah. I don't I don't I don't know how that
[1:49:50] Ryan @Rlad1776: works, though.
[1:49:51] Dave @DCBK2LA: I'll happily explain it. So just, like, really quickly. So right now, like, the way... Why I'm telling you guys to get started is because I want you to position early so that you at least have a little bit of a head start over everybody else because it's not public. The the private leaderboard is essentially for the 20... Like, in terms of getting paid, it's for the 26. Right? Like, you see me hustling my ass off out here. You see what they're doing. They're trying to reward us so that we can at least start priming the pump a little bit, get crypto Twitter ready, build up the hype, and then when they are ready... When they turn it on, and especially now with Wallchain TGE, feel like the timing couldn't be more perfect. Like, now you're gonna start to see this turn on. The rewards that we're getting, me, Coma, and the other 24 have nothing to do with the rewards that you're getting. And to put this in perspective, cool. There's 26,000,000 total supply. 26,000,000, bro. Okay? So everyone is clear. Hear me on this. 26,000,000 total supply. There's 1,000,000 tokens allocated for the TGE. That's almost 4%. 3.89% is gonna be allocated. Show me another TGE on Wallchain or Kaito that offers even anything close to that. You're getting point 25% for limitless, half a percent for Elsa. Not getting anywhere even close to 1%, and the token supply is crazy. And listen. On day one for Quackers, you are going to have the option, and this is why I put the poll up on my account, and I would love everybody if you're in a liner and you've been tweeting about it to go check. But if you actually on day... In the first three days, you can full clip your entire allocation at 40¢ on the dollar. Samara, this is another reason why I thought about you, bro. You can full clip at 40¢ on the dollar, and they will buy every single token. Because the way that this is structured with these vesting schedules, right, they're tradable NFTs that drip out every second. You see them in your wallet, and the game theory that is involved, I get it. It's not easily explained, but once you dig into it, Nat's been digging into the white paper. We're all starting to dig in now, and it genuinely does make sense at the end of the day. So I think this could be probably... Look. I don't... I have no clue. So take this with a grain of salt. But everything that I hear on this space and what you guys say and everything else, this is fundamentally different than
[1:52:01] MetaBeast @AKCMetaBeast: everything else.
[1:52:01] Ryan @Rlad1776: Who gets the... Wait.
[1:52:02] MetaBeast @AKCMetaBeast: Wait. Does that matter or not?
[1:52:05] AlphaGamer @AlphaGamer_sats: Wait. I I just looked at the leaderboard. I don't see my name on them. Hey. Let's let's go on there.
[1:52:10] Dave @DCBK2LA: Bro, you haven't made a single goddamn... You can't even look
[1:52:12] MetaBeast @AKCMetaBeast: at the... Well, the wall
[1:52:13] Dave @DCBK2LA: chain leaderboard, you can't see the aligners leaderboard, bro. That should just probably get out of here. No. But... Yeah. And, also, last warning for everybody here. It said 1PM on October 15. Today is the fourteenth. Go... If you have not done so yet, I'll... This is the last time I'll say it. Go add your wallets to the actual... To Wallchain, and make sure your EVM, your Solana wallet are in there so you don't get screwed on this. Okay? Guys, I gotta jump. Amazing, amazing space. Cool. Nat, thank you as always. Landy, incredible. Monica, Samara, gamer. Marm, sorry I couldn't get to you, bro. X factor, love you. Pandora, thank you, brother. Meta Beast and everybody that was here, man. Shout out to all you guys for coming through and supporting. We're getting more and more people in here on a regular basis, and our numbers are going up and up and up. It's because the quality of this content is going through the roof, and I appreciate every single one of you that are up here and that are down there in the listener. So appreciate y'all, and we'll see y'all tomorrow.
[1:53:04] MetaBeast @AKCMetaBeast: Peace. Let's go, fucking. Win.