On the mic
Summary
0:00:00Market Volatility and Hedging Tactics
Dave, Kool, and NatNat opened with community updates, and Dave's upcoming Genspark presentation at Andrew Nikon's conference. Dave praised NatNat's chart analysis and livestream performance, while Kool highlighted how consistent spaces can lead to opportunities.
0:12:37NatNat on hedging spot crypto bags with short positions during volatility
0:23:58Gold Rally, Inflation, and Financial Literacy
NatNat explained gold's current rally as a hedge against economic uncertainty, and noted it leading Bitcoin this year while being overcrowded. Kool stressed that financial literacy is rare because the system is designed to keep people ignorant of how money and fiat debasement work.
0:23:58Capital rotation, and preserving purchasing power against inflation
0:50:37Bitcoin Volatility and Tokenized Luxury RWAs
Landy joked about Bitcoin volatility and macro narratives, while the group discussed tokenized luxury RWAs. Speakers noted high resale values for Birkin bags, and compared buying them to NFT whitelists that require grinding and spending on other items first. NatNat said she would rather invest the money than spend ninety two thousand dollars on a purse.
1:11:00Trac Network and TAP Protocol Updates
Benny shared that Trac Network's wallet release is imminent, and merges TAP Protocol support into a multi chain wallet while recent tools include digital meta theory and social minting. Benny reported roughly three million transactions on TAP Protocol, with centralized exchanges using its peer to peer API, and highlighted infrastructure for tokenization on Bitcoin. Benny explained developers build applications on Trac Network using features like homomorphic encryption and efficient oracling, with a strategy of laying out tools that may become useful later like the dormant bridge that later gained traction.
1:11:00Guest segment
Key quotes
“'Sup, boys? The old man is just waking up from his midday nap because it's necessary to sleep during the day. I don't know what I'm saying. I'm just a little delirious, but I just woke up. Man, I knocked out, bro. Holy cow. Alright. Let's get some music going, get some tunes. Where's this where's this Cardi b ratchet…”
Dave0:00:34Share on X
“Not like you... I'll tell you this. I think now you're discovering, like, the difference between what a livestream does versus, like, spaces. But you are... Like, the more I listen to you talk and, like, the more I've listened to, like, how you've kinda, like, kinda come into this, like, real active trader. I guess…”
Dave0:15:26Share on X
“Yeah. I feel like it's a good point because, like, a lot of, like, whole... Like, a lot of people don't. Like, when they buy... When you buy and sell, like, people that are buying and selling or trading oil or any other commodity like orange, like, nobody's really accepting delivery. Although you... People don't... A…”
Dave0:32:56Share on X
“That's insanity. You know what, Dave? As a woman, I am right there with you. I cannot... Regardless of how much money I make in the stock market, I cannot spend that much money on on a purse. I would be so paranoid. Like, where do I put it? Where do I put it? I... God forbid, I go to New York, and I and I…”
NatNat0:46:21Share on X
“Computer. Oh, by the way, just for anyone that is wondering about the Birkins, this is the description. These are the features that it comes with just so you guys know, and this is what you get for $92,300. It's an Hermes top handle bag from the 2025 collection. That's two bullet points of features, by the way. A…”
Dave1:00:57Share on X