A custom All Things Crypto anthem created with SongJam DJ was debuted and soundboard effects were added. Kool and others called it fire, and said they would play it in the gym.
0:08:00Wallchain Limitless day, Kool takes profits
Kkoma discussed Turtle's vesting design where claiming forfeits the rest, with about one percent of supply burned for season two. Kool said he prefers full unlocks on day one to make his own choices, though vesting can sometimes help. Kkoma and Samara argued airdrop sellers get unfairly blamed for price drops when large investors sell bigger portions.
0:17:00Positive-sum, product over token
0:38:00Nash equilibrium and whether airdrop sellers move price
The group examined the thirty eight trillion dollar national debt, and prediction markets correctly forecasting the government shutdown. NatNat and Kool highlighted Bitcoin's massive ROI potential as countries and funds invest billions, with possible rotation from gold. NatNat noted key Bitcoin levels around one fourteen to one sixteen, with risk of drops to one hundred thousand or below if rejected.
0:49:00Gold tweezer top and rotation to BTC
Dave and Moni praised the a16z report for showing healthy crypto growth, with emerging markets like Peru and Indonesia driving adoption. Moni highlighted utility focus, and stablecoins rivaling major payment networks in volume. The report covered real world assets and prediction markets as key trends.
Ninja_Dev announced no-neck Tots NFTs are live for free mint via Tater points, with full customization and future holder bonuses like twenty five percent airdrop boosts. Dave and NatNat joked about the no-neck theme. Talus Labs team introduced on-chain AI agents competing in KOL Arena and AVA prediction markets.
“There's a... Have you guys heard of Nash equilibrium? This is kind of a complicated concept in economics, but”
BBen0:38:17Share on X
“Okay. Yeah. So so I think there's... You know, having been in the space, having come from a world where, you know, people do things more seriously than this space, I think it comes down to a bit to what Ben mentioned. Right? It depends on the outlook of the project and the team. And and I've kind of wrote about this…”
NNinja_Dev0:31:19Share on X
“It's one of my favorite reports because I I think it does allow us to step back and see where we are. One of my favorite parts, of course, is where it talks about the new countries that are adopting, right, and are driving adoption. You have Peru, Indonesia, Pakistan, Philippines, Thailand, Argentina, Colombia. So…”
Moni1:01:27Share on X
“Bro, for sure. Yeah. My name is Ben. I'm the cofounder of Talos, and we're really excited about what we're building. We're building a AI agent infrastructure network for truly decentralized agents where you can have the agent on chain. So expressed kinda like an AI smart contract, and it has all the properties of…”
BBen1:14:22Share on X
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Show discussion, not financial advice.
