Dave and Kool compared the upcoming Wallchain Quack NFT to Kaito's, which peaked at thirty two thousand dollars and helped determine season one airdrop eligibility.
0:08:30Hold or sell a launch spike
0:22:30Seat and Myriad as other InfoFi farms
0:27:00Personal mindshare leaderboards and early-Quacker mint access
Dave called the Coinbase BNB listing monster news that could boost liquidity and mark collaboration between giants rather than competition. Kool said if you cannot beat them, join them, as Coinbase seeks revenue from one of the most liquid tokens and Binance's international strength. NatNat viewed it as top players collaborating for mutual benefit and greater combined impact, while the group debated if it signals a top for crypto.
0:35:10Binance IPO doubts, proof of reserves
The group discussed Paxos minting and burning three hundred trillion PYUSD, with AlphaGamer criticizing PayPal's poor security and history of data breaches that leave accounts vulnerable to SIM swaps. Kkoma reported dropping to eighth on the Turtle leaderboard after a DAO injected nineteen million dollars and noted OG Discord roles receive higher allocations than most leaderboard spots. Kkoma and xFactor questioned whether early Discord badges unfairly favor teams and families, while Dave defended rewarding true early users.
0:48:20Paxos mints and burns 300T PYUSD
NatNat highlighted Kalshi pricing seventy seven percent odds for three rate cuts in two thousand twenty five, though she found three cuts hard to believe after earlier signals pointed to two. Landy called three cuts aggressive given limited accurate data and said two seems a fair median, while suggesting traders arbitrage the volatility in those odds.
1:09:20Funding rates, hedge mode and spreading size across exchanges
AlphaGamer and NatNat discussed BlackRock and NVIDIA's forty billion dollar data center deal as further validation for power, energy, data, infrastructure, AI and chip stocks, with CleanSpark noted as a quiet efficient miner potentially due for news. AlphaGamer said the sector keeps pushing higher without pullbacks, making a future dip the ideal entry. Dave noted OpenSea's biggest month since two thousand twenty one with strong crypto and NFT volume sparking SEA token speculation, while the group joked about farming it.
“Yeah. So it's it's important because if we if we base base it on how Kaito did did theirs... The NFT drop was pretty good, man. I think it it got to autumn how, like, $32,000, miss. If you if you got the drop and you sold the top, you you cast out 32 k from the the NFT. And plus, they also... They use... I think they…”
Kool0:09:38Share on X
“So there's a saying in business that I think applies to this. Right? Competition happens at the bottom. People at the top are collaborating, and I feel... And I I see this as, like, a collaborative effort. And I think they realize how much further they'll go if they join forces forces versus competing with each…”
NatNat0:38:23Share on X
“So I I I... It's the bottom of the range. So I... We... On the first spike down, I I only scalped it back up. Right? So it's a shorter term trade. I scalped that wick back up, and then I I scalped the move from, you know, like, one one ten to, like, one sixteen.”
Landy1:13:24Share on X
“It's that would be that would be the entry. And that's why I keep telling every... Everyone about it because I'm like, hey. Keep keep your eye on this. Watch this. Because... And then when it has that massive pullback, that's your entry. Right? That's that's, you know, that's it. Like, that'll probably be your only…”
AlphaGamer1:28:20Share on X
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Show discussion, not financial advice.
