Dave and NatNat discussed the FOMC 25 basis point cut, with December still uncertain and QE starting December 1. AlphaGamer noted prediction markets moved from 12 percent to 88 percent odds on the cut and highlighted data gaps from the government shutdown as a key factor in the decision. AlphaGamer and NatNat also touched on SOFR ceiling concerns and AI driven layoffs.
0:06:00QE from Dec 1, BTC 107K and liquidity both sides
Dave, NatNat and AlphaGamer covered NVIDIA hitting five trillion dollars on strong partnerships, Meta missing earnings by five dollars per share and Google reporting one hundred two billion dollars in Q3 revenue. NatNat said NVIDIA plays long term chess through partnerships while Dave questioned how much money these firms need. The group also reviewed HBAR and Litecoin ETF launches that opened at forty dollars and closed near twenty seven dollars while Bitwise Solana ETF performed strongly.
0:29:30X402 and AI agents
Dave reminded listeners that Story Protocol had fallen from thirteen dollars and fourteen cents to four dollars and eighty six cents. Dave noted Folks Finance TGE arrives November 6. Dave, Kool and NatNat discussed Bitcoin Beyond arriving on Wallchain with leaderboard rewards of four percent of token supply across epochs, with Kool saying Wallchain drops new projects weekly and keeps him busy on ten leaderboards.
Kkoma described a recent TGE launched without liquidity that raised at fifty million valuation then allowed claims before any liquidity appeared, leading to heavy selling. Wolf detailed getting wrecked on the project, saying he woke at four in the morning hoping to break even but lost money and saw the FDV reach one billion nine hundred nineteen million. Dave reported claiming Lurky tokens after using the app since day one while NatNat avoided connecting her X account over broad data access.
0:50:00SongJam DJ, space monetization tools
Roger from Alignerz explained why Dave is Chief Multimedia Officer, citing the need to simplify and educate users visually through a new YouTube channel before they use the platform. Wolf stressed simplifying apps so even a drunk person could use them and said education is essential for new concepts. The group debated monetizing spaces via subscriptions, x402 pay per entry, tipping, recaps and recurring content, with Dave polling how much listeners would pay and Bread calling active user metrics misleading.
“You you know what? So the... As we always say, the markets are forward looking, and the the markets were kind of already pricing in a 25% basis cut. Where the market was caught off guard a little bit is when Powell said that a December cut is is far from assured. Right? So they don't know if we're gonna have a third…”
NatNat0:07:03Share on X
“Oh, yeah. Yeah. Yeah. Yeah. I called out, yeah, that that he was... I mean, they had no choice. And and... Because I was looking at the SOFR, which is the SOFR rate. And like I was saying in the chat, whenever the SOFR hits a ceiling like that, they ain't got no choice but to start easing up because they are gonna…”
AlphaGamer0:28:10Share on X
“This is another project, man, to, to get on. It's, it is it is pretty crazy. Wall chain is dropping brand new projects every, like, every week now. It's pretty crazy. Yeah. No. And they're giving away 4%, man, I think. Right? Yeah. About... I think, yeah, 4% of their, of of token supply or whatever goes to crackers…”
Kool0:43:30Share on X
“serious note, like, actual serious note, look, the the content landscape is shifting towards a a supplementing of content providers' media. It is... We have a massive issue in YouTube, for instance. It's been developing for many years, which is why you saw the big shift from, you know, these channels that have even…”
Landy1:27:47Share on X
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