On the mic
Summary
0:03:55Wallchain Quacks Pause and NFT Drama
MetaBeast Kool Moni and NatNat reported no quacks received since November 1, with Dave initially claiming daily receipts until checking his own account. The group discussed Wallchain algorithm issues and NFT backlash, with xFactor Moni and NatNat noting it will mint out despite low floor prices and some holders farming engagement by criticizing utility while still planning to mint. Dave called out the hypocrisy of complainers who secured stage one mint access.
0:39:56BTC Levels Volatility and Bear Prep
NatNat and Landy analyzed BTC trading in the 98 to 101K zone, with key weekly levels at 98 downside and 104.5K for close to avoid further expansion lower targeting mid 90s or upper 80s if broken. Landy explained his free triple Bollinger Band indicator for tracking volatility compression to expansion and offered educational resources.
0:53:35Elixir deUSD depeg, long-term BTC
1:01:50Google Adds Prediction Markets Data
Dave highlighted Google Finance integrating real time data from Kalshi and Polymarket via AI update, noting Polymarket runs on Polygon. Moni predicted Polymarket will IPO rather than launch a token, citing data value for LLMs and TradFi usage like Bank of America reports. Youngsun Shin Kkoma Landy and Bread agreed users will not care about underlying rails like Polygon, focusing instead on speed product fit and settlement, with Landy adding only investor profits matter.
1:34:14Privacy Coins Gain Amid Market Dip
Dave observed Zcash rising from 30 to 530, Dash and Mina also bucking the red market trend. NatNat shared research showing privacy narratives typically run at the end of BTC bull runs and confirmed holding Litecoin while noting the Mina play.
1:34:14Midnight, quantum
Key quotes
“So, honestly, what I use is called buy. It's called a triple Bollinger Band setup, and that is to track compression to expansion. That is volatility compression to volatility expansion. What does that mean? That means prices kinda go in sideways, that's your compression, or consolidation to your breakout moves, which…”
Landy0:44:05Share on X
“So I'm back to they're gonna... I think Polymarket is gonna IPO and not punch a token. I just think there's too much there to ignore, you know, just like Coinbase IPO, etcetera. But, look, I also think we talked about this before. There's two things that people are not looking at when it comes to prediction markets…”
Moni1:06:13Share on X
“Yeah, dude. I think the bigger play ultimately, it boils down to, like, what companies can offer their employees. You know what I mean? It's like all of the employees at Polymarket. Right? It's kinda like, oh, instead of your four zero one k and, you know, all of, like, the the trad phi type stuff, you know, where…”
Bread1:15:09Share on X
“chain perspective. Yeah. I I think personally speaking, it's a very technical... It it should remain a very technical decision in the development... Like, kind of something like development language, so to say, if you're a developer. I am, like, a product manager at different companies. And, basically, I I haven't…”
YYoungsun Shin1:26:04Share on X
“Well, I don't, like, necessarily, like, have a vetted interest or, like, a huge interest on the privacy coins, but I think it, like, offers a counter narrative to what blockchain has been pitching. So I think there's a definitely a case or, like, a use case for it. Like, context wise, I work for a central exchange…”
YYoungsun Shin1:38:24Share on X
