On the mic
Summary
0:00:00InfoFi Campaigns Heat Up
Dave reported his mindshare on AlignerZ dropping from the top spot, as competitors pile in from Kaito. Kool described going all in on Wallchain campaigns to protect his ranking and earnings. Kkoma dove into Cookie staking multipliers and app usage for mindshare farming, while praising lesser known platforms like VOOI for solid token supply rewards.
0:34:30Real-time Space listener analytics and community tooling
0:43:29Trump Pardons CZ
The panel discussed Trump pardoning Binance founder CZ. Kool noted Binance moves like Robinhood and Coinbase listings for BNB, plus heavy USDC inflows, and said he was not surprised. Landy called CZ the right guy for US crypto because he understands the industry and got hooked up on charges.
0:51:09California Bitcoin Law Passes
Dave read the headline on California passing a law protecting unclaimed Bitcoin by treating digital assets as intangible property and ending forced liquidation, so users can reclaim native BTC. Landy explained the law holds assets for claimants or family instead of probate and said he is under NDA on related efforts to make California a crypto hotbed. xFactor joked about moving California Bitcoin bros to Florida.
1:03:46Housing Market and Rates Talk
Kool said mortgage rates dropping toward 6.1 percent is good, but the housing market remains the most expensive in US history, with average people struggling and no crash likely because governments intervene. NatNat added that recent buyers gained property value and can refinance lower later. Landy described using Bitcoin collateral for low rate loans without selling to avoid taxes and explained cash out refinances at near zero rates in past crises.
1:24:35Real estate bidding wars, homeownership costs, and property tax debates in Texas and Florida
1:49:30Polymarket Odds on Monad
Dave noted Polymarket odds at 15 percent for a Monad airdrop by November 15 and 90 percent by November 30. The group joked about SBF pardon odds jumping after CZ pardon and what it would take for him to get out.
Key quotes
“No. Listen. Listen. Listen. Listen. We're all spoiled. Like, we had Junie for two and a half years, so we're a little bit spoiled. I get it. But listen. That's why Adam's here. Maybe we can give a little feedback. Maybe we can actually get to choose some voices or... You know what I'm saying? Like, Adam's a founder…”
Dave0:04:52Share on X
“Yeah. Not not only was it terrible that he now has infected us again with hot he's like, hey, man. You no show, bro. Bro, listen. If you pay me, you know, what what Justin's son pays me to run his face, I'll come to your space on time all day every day. We didn't finish till 10:30 today, though, bro. That's why. But…”
Dave0:16:19Share on X
“Let's go. Appreciate you, bro. And I've been playing around with some of the other stuff as well. Like, there's... It's really cool, like, the analytics and and everything else that kinda, like, you guys have. Like, I literally just loaded up this space, and I get to see everything, and I get to source listeners…”
Dave0:29:41Share on X
“They see the money x factor. They see the money. Like, here in California, I've had conversations. When they see the amount of money that can be made and and that they can get credit for passing certain legislation that has helped enable that. Oh my god. They're like, oh, I love crypto. Two two minutes before that…”
Landy0:50:31Share on X
“And and listen. I think that would be... When we get home, puppy. That might be the easiest way to kinda keep these guys somewhat... What do you say? Not not as guilty if they were finessed by a by a much larger institution. Right? So... But, you know, that's that's kinda what I was thinking. I I refuse to believe…”
xFactor1:00:04Share on X