Thursday Nov 6 show hosted by Dave with NatNat, Moni, Kool, Landy, MetaBeast, Bread, Kkoma, xFactor, Vibes and Youngsun Shin (head of product at the exchange Flipster, in Korea). MetaBeast flags that Wallchain had not credited quacks since Nov 1, and the crew confirms it. Landy and Kool say the backlash over the Wallchain NFT price is from people who wanted it free; Landy calls it NFT utility tied to a revenue platform. NatNat lays out Bitcoin levels (98-101K now, then 96, 92 and 90K). Landy watches the weekly close around 104.5K and explains his triple Bollinger Band setup for spotting volatility moves (his free indicator is linked in his profile). He also says he keeps his education free. They touch on the Elixir deUSD depeg as a bear-market warning, and Landy explains long-term Bitcoin conviction, including Adam Back's comment about weak hands and strong hands. The main story is Google Finance adding Kalshi and Polymarket data. Moni expects a Polymarket IPO rather than a token and says prediction-market data will be licensed to AI models. Bread thinks both could happen, explains how the Google widget may work, and suggests tokenized employee equity. Shin says a token would need a real use, such as burning it to list markets. He also argues users don't care which chain runs underneath, though Polygon benefits from the brand. Landy sees signs of an IPO roadshow. The show ends on privacy coins (Zcash, Dash, Mina): NatNat says privacy coins tend to run late in Bitcoin cycles, Shin makes the case for on-chain privacy, and Landy mentions Midnight and quantum worries. Discussion only, not advice.
Full transcript
# All Things Crypto | 2025-11-06 | https://x.com/i/spaces/1YqKDNAPEYEJV | status: approved # Speaker attributions verified via X captions, ECAPA voiceprints, and on-air handoffs where marked confirmed. [0:00:16] Dave @DCBK2LA: The money. Oh, man. I have no music now. This is, like, such a tease. So terrible. [0:00:23] NatNat @Natnatx007: Like, no music? [0:00:25] Dave @DCBK2LA: I know. Right? Like, song jam DJ literally got suspended today. Dumbass. I don't know what the hell is going on. It sucks, but, you know, whatever. But, Moni, I sent you the the Talos jingle. [0:00:42] NatNat @Natnatx007: In Talos, we trust. I love... Oh my god. [0:00:45] Moni @monitalan: They are so excited. It's My jokes sucked [0:00:48] NatNat @Natnatx007: that they were because I was excite... I thought it was fantastic. [0:00:51] Dave @DCBK2LA: Yeah. I thought it was... Like [0:00:53] Moni @monitalan: Are you gonna do one a week? [0:00:55] Dave @DCBK2LA: Chill out. Good enough. Oh, wait. Is it now with the [0:00:58] NatNat @Natnatx007: same four... Is it now with the same four? No. Haven't read my email. You haven't read my email. I [0:01:07] MetaBeast @AKCMetaBeast: I have one that Money Miller made. [0:01:11] Dave @DCBK2LA: Oh, no. Not a [0:01:13] MetaBeast @AKCMetaBeast: I sent it to you a lot... I sent it to you a while ago. [0:01:17] Dave @DCBK2LA: No. No. I'm... We're not talking about that. We're not talking about that. We're not talking about that. We're talking about the Talos lab jingle that I created today for another space. And, Mona, I just didn't know that. I'm like, yeah. [0:01:28] NatNat @Natnatx007: This is fire. This is gonna be a great series. Yeah. Like, series includes different partners here. But you should look at the partners. You're gonna be like, wow. [0:01:37] Dave @DCBK2LA: Oh, yeah. I know. Amazing. I did create a... Goddamn. That's terrible. Oh, man. Yeah. [0:01:44] MetaBeast @AKCMetaBeast: I just meant if you wanted a song to play to start. [0:01:47] Dave @DCBK2LA: No. No. No. It... I'm... We're spoiled now. You know what I mean? I'm spoiled. Like, it's it's it's gonna come through janky on my speakers, on your speakers. Like, I I need high quality now, so I... I'm gonna have to just invest in, like, in some audio visual equipment and be done with it. You know what I mean? Yeah. I can't listen to regular... I swear. I can't... I tried, like, listening to, like, old spaces, and I'm like, this is terrible. Why would I subject people to this? It's awful. It's absolutely awful. But... Yeah. And shout out to Grapes down there. Thanks, Grapes. What up, miss Gex? AMG, Metavision. I see you, Steph. What's cooking? LJ. Nah. I see y'all here. Moe. Moe, the infamous complainer. Shout out to rap decks in the building. Is in the house. But what's up, cool? What up, Nat? What's cooking? [0:02:37] Youngsun Shin @youngsun: Hey, man. What's going on? [0:02:38] Kool @koolcryptovc: Happy Thursday, guys. Nat Nat, what's up? What's going on, Moe? [0:02:42] NatNat @Natnatx007: Moe, Monica, what's up, Dave? What's up, bro? How you guys doing? Yeah. Let's do it, man. Ready for the show. Let's let's go. [0:02:48] Dave @DCBK2LA: That was the clear... Who must be home? He must be asleep. Must have been... Another old man. [0:02:53] Kool @koolcryptovc: I'm driving, man. AC AC on. It's 84 degrees over here, man. So I'm just [0:02:58] Dave @DCBK2LA: Oh my god, bro. Yeah. I know. [0:03:00] Kool @koolcryptovc: See, that that... That's why I keep telling you, man, leave that New York that can around, man. Come come over to the to to to the nice sunny side in November. So [0:03:08] Dave @DCBK2LA: Oh my god. 84 degrees, bro. It's like 48 degrees in New York right now. I'm not trying to be here. I need this TGE to happen. I need to get to a beach. I need to get there ASAP. You know what I mean? I need to get the ASAP. Nat in The Caribbean. Take me to The Caribbean. [0:03:25] NatNat @Natnatx007: That's right. I love how you say it. I I say it like that too, The Caribbean instead of The Caribbean. Right? That's where you wanna be. [0:03:32] Landy @CryptoLandy: You want the sun. [0:03:33] NatNat @Natnatx007: You want the scent. You want nice drink. You you you want that island time. Right? Because the the the thing in America, we're always rushing to the next meeting, to the next whatever it is. In The Caribbean, it's different. Like, the only thing... The only place we're rushing to is the beach. [0:03:47] Dave @DCBK2LA: Oh, yeah. I like to rush to the beach all the time. That would be amazing. [0:03:52] Landy @CryptoLandy: Yeah. [0:03:55] Dave @DCBK2LA: Lot to chat about today. Metabees, what's good? Are you good? What's cooking, bro? [0:03:59] MetaBeast @AKCMetaBeast: Well, I'm... I I have a curiosity. I was complaining again as usual about info. Now I I talking to Grock. Grock claims that they... A Wallchain has updated the algo, so the LLMs are catching up and that no one or many, including big accounts, have not received quacks since the first. I'm curious if that holds true to many in the room. [0:04:27] Dave @DCBK2LA: How how would Grok have any idea what Wallchain is doing other than gaining sentiment from [0:04:34] MetaBeast @AKCMetaBeast: Leap wallet. I guess Yeah. Did. [0:04:37] Kool @koolcryptovc: It's it's actually correct, man. He's correct. I haven't received nothing since November 1. So he... Yeah. Is 100% correct. [0:04:46] Dave @DCBK2LA: You haven't received... That's a u process, a skill issue. I get quacks every day. I don't know what the hell y'all are doing. [0:04:52] NatNat @Natnatx007: Oh, no. No. I I haven't reached I... Yo. [0:04:56] Landy @CryptoLandy: I don't [0:04:57] Dave @DCBK2LA: know what the hell y'all doing out here, but I got 2.9 quacks just this morning when I refreshed my page. [0:05:03] MetaBeast @AKCMetaBeast: Are you sure that is not a... Are you sure... Did you check the date? Did you check the date? Because I received point one four today as well. However, that was from the first. [0:05:14] NatNat @Natnatx007: Exactly. [0:05:16] Dave @DCBK2LA: Are you saying that I'm not paying close enough attention when [0:05:18] MetaBeast @AKCMetaBeast: you're bottom of your account and see what the last date is you earned last. [0:05:23] Dave @DCBK2LA: Very... Which could very much be the case. Fair enough. It says two point three [0:05:27] Moni @monitalan: seven last November 1. Told you. Mhmm. But that's interesting with the timing of the NFTs and the TG. [0:05:36] NatNat @Natnatx007: You know? It is very interesting. You you know what it is? I I think because of the... It's all... It's so new. They're still working through different kings, and there... There's still stuff that they have to work on on the back end. And we see this with a lot of projects. Right? The first year, the first year and a half, there's a lot of kings to it, and then after that, things are a little bit smoother. [0:05:55] MetaBeast @AKCMetaBeast: That's exactly what Nile Lake mentioned too when I brought it up to him... Them. [0:06:00] Dave @DCBK2LA: Wait. What's today? November what? [0:06:03] MetaBeast @AKCMetaBeast: Sixth? [0:06:03] Dave @DCBK2LA: Oh my god. Today's November 6? Oh my god. What is going on with the wall chain algorithm? Guys, are you aware of this? There's a wall chain algorithm problem. This is crazy. [0:06:14] MetaBeast @AKCMetaBeast: I wasn't. Oh my god. Tell me more. [0:06:15] NatNat @Natnatx007: Oh my god. I just took [0:06:17] Dave @DCBK2LA: my account, and it shows November 1 was the last time I received quacks. Yeah. [0:06:21] NatNat @Natnatx007: So you're Also, now now you believe me. Right? When I told you last month that there was an issue with a with the calculated cracks, no, Matt. More, more, more. Go harder than that. More, more. No. [0:06:33] Landy @CryptoLandy: Cool. You remember yesterday [0:06:33] Dave @DCBK2LA: when Matt said that I told her her compose her shit? Do you know what she... What happened today? Yuri replied to one of her too. [0:06:40] NatNat @Natnatx007: Gang, and we were like, yeah. You know what I mean? [0:06:42] Dave @DCBK2LA: It's a little tough love. Never [0:06:44] NatNat @Natnatx007: hurts anymore. But you know you know you know the funny thing about that is, Dave, I didn't think that personal at all. I actually thought that was really funny because you didn't say my post was shit. You you said you noticed the first... Like, the the third week that I was struggling, and it's true. I said my post was shit, just was shit and giggled, but it worked. It worked. [0:06:59] Dave @DCBK2LA: Let's go. I love it. I love it. Moni, first off, Monica, thank you. We had an amazing... For just even putting my name in the ring today with with Talis, Olora, Sentient, Zero g, LaGrange. It was just an amazing, amazing space, and I just... It's like from me to you, like, here... So everybody here is, like... So they understand, like, you are a gem and a super, super valuable asset to this space. And I personally just wanna say thank you. Like, it was incredible. So I appreciate you, Monie. [0:07:32] Moni @monitalan: Thank you. It was actually [0:07:33] NatNat @Natnatx007: a lot of fun. [0:07:34] Moni @monitalan: Now I'm abandoning you next week, but it was a lot of fun. [0:07:38] NatNat @Natnatx007: Hi, Brad. Hi, Brad. One thing you can you can count on count on is Latinas being honest. At least she was honest. [0:07:46] Dave @DCBK2LA: That's true. Yeah. That's... She right. At least she gave me a heads up too. She's like, yeah. By the way, I'm abandoning you next week. I'm like, yo. Just as long as you don't abandon the... Let me tell y'all something. As a spaces host, okay, when you work with different clients, like, the bane of your existence is creating an agenda. Okay? When I tell you money has the agenda creation game down pat, like, when I... Like, it's uncanny. We literate... Never in my life... You guys know me. I squirrel every five seconds. I'm like, oh, piece of candy, and I'm going off of time. Bro. I stayed on this agenda because it was just... Everything flowed perfectly, and I was like, oh my god. We're actually on time, like, flowing through this. You know, when, like, you see, like, the the time frames for, like, oh, we're gonna cover this topic for this amount of Yo. The conversation was flowing, and it was literally just perfect. So, yeah, Moni, shout out to you. Fine. You can go to Argentina. Leave me, but just, like, leave the leave the agenda. That's all I need. [0:08:43] NatNat @Natnatx007: I do have a question for Monica. Monica, is is Talos, is that a Zeke project, or is that a a wall chain project? [0:08:50] Moni @monitalan: No. It's like... Actually, a Kaito project. [0:08:53] NatNat @Natnatx007: They have a leader board on Kaito, [0:08:55] Moni @monitalan: but they're working with all these different AI projects. Gotcha. And I really... I actually really like the project, the team. Obviously, I'm consulting for them, so I really like the team. No. I'm just kidding. I actually like them before I started consulting for [0:09:10] NatNat @Natnatx007: I like having... Too, they were on the show. Right? They were on the show and I was... Yes. Yeah. It was a great, great fit. I hope to have them back on some point. [0:09:19] Dave @DCBK2LA: Go. Yeah. Ditto. Ditto. Ditto. Good stuff. Moe, did you come up to defend me telling you that you're a complainer? Or are you like, this is too late. I'm going to sleep. Or did you just come up to engagement farm and fall asleep? He came to... Oh my god. [0:09:36] Kkoma @itskkoma: Engagement...... Dropped down. [0:09:36] NatNat @Natnatx007: Engagement farm and fall asleep. Moe. Yeah. Shout out to Moe. Moe is one of [0:09:41] Dave @DCBK2LA: the smartest one, but Malix is here. Yo. Shout out to Malix. Malix is constantly engaging and retweeting and all of my stuff. So, yo, Malix, shout out to you, bro. You can easily engagement farm up here. Yo. The... Remember the biggie kid that I... That was here yesterday? I was like, yo. He he... I didn't realize when I went back to look at the space because I replayed the space sometimes just to make sure, like, everything was good, whatever. I went back, and [0:10:02] NatNat @Natnatx007: he pinned, like, three things to the top. And I was like, yo. He pinned all his stuff. And And I was like, yo, you little shysteen dude. You can't be doing that. Like, I'll let you up on [0:10:12] Dave @DCBK2LA: stage to be able to engage him for me. [0:10:14] NatNat @Natnatx007: You can't be That's clever. That's clever. And speaking of engagement, shout out to Metavision. Shout out to Cool, and definitely no shout out to Dave for engagement, for engaging with my post. Thank you everyone except for Dave. [0:10:27] Dave @DCBK2LA: Guys, you don't understand. I'm literally neck deep in in jingles all day. I have... It's it's hard. It's really hard, but I'll I'll be better. You're right. You're right. You're right. I will be better. I swear. [0:10:41] Moni @monitalan: I did I did engage for that. Right? [0:10:44] NatNat @Natnatx007: Yes. You you did. You did, Monica. You did. That's my... Monica is my girl, guys. Monica is my girl. She's on everything I post. I've tried to be on everything she pulls. And so much so that, Monica, you're actually on my... Whatchamacallit list? On walking My trip. Yes. Yes. You're climbing up there. Yeah. [0:11:03] Dave @DCBK2LA: Who's at the top of the list just out of curiosity? [0:11:05] NatNat @Natnatx007: Alright. Let's dive into the stories today, guys. [0:11:08] Dave @DCBK2LA: I'm not engaging with your stuff. [0:11:10] Kool @koolcryptovc: How does somebody sit at [0:11:12] Dave @DCBK2LA: top of your mindshare if they don't engage with [0:11:14] NatNat @Natnatx007: your stuff? I don't You know what it is? You figured it You figured it out. You'd... Instead of engaging with my stuff, you tag me on your stuff. So it automatically pops up on my thing. Clever. Clever. Clever. Clever. [0:11:26] Dave @DCBK2LA: See this? We created a monster out here. Do you see what... She figured this game out. She's like, I know what you're doing. You're not engaging with my stuff, but you're literally tagging me and your stuff. What the hell? It's kind of the same thing. I'm trying to... You know? It's like, come on up. Like, I'm kinda pulling you up out of the pool. You know? It's like, come on, kid. Get out of... Like, time to get out of... Like, you [0:11:44] Landy @CryptoLandy: know? [0:11:45] NatNat @Natnatx007: I appreciate it. I appreciate it. I always tell people not to tag. Just kidding. [0:11:51] Dave @DCBK2LA: But you know what frustrates me? The people that, like, you can't tag in photos. What makes you so special that I can't tag you in a photo? Know what I mean? Like, I hate that. I've been trying to do that with the 26 the entire time, and it's like half of them, it's like, can't be tagged in photos. [0:12:05] NatNat @Natnatx007: Well, who are you? [0:12:07] Kool @koolcryptovc: Yeah. But you... Yeah. But if you can't blame them, though, because imagine you getting tagged, like, 2,000 times every day every day. Your your voice. Yeah. [0:12:16] NatNat @Natnatx007: Imagine getting tagged on Dave's [0:12:18] Landy @CryptoLandy: man's. Though. [0:12:19] Kool @koolcryptovc: It's a bit distracting. So I I don't blame him. I don't blame him, though. Seriously. [0:12:22] Moni @monitalan: Well, Yeah. Especially because it's... The notifications are so hard. Right? Because then you can't really see good notification. So I'm also with with cool. I can't fit. [0:12:36] Dave @DCBK2LA: Matt has been crazy lately. Okay? We need to re... We need to reel this one back kid. Better be just going for it. [0:12:43] MetaBeast @AKCMetaBeast: So I would I would like to post something. I'm trying all kinds of different things here. And I have... It it would require a link click, which I know we totally discourage, but I made it with codex and it's... So it is not malicious. But it will take you to a word search with words that are in the aligners white paper. If anybody would be interested in giving it a try... [0:13:13] NatNat @Natnatx007: Oh, that's awesome. I would. I would. [0:13:15] MetaBeast @AKCMetaBeast: I will post it. I appreciate it. So I believe it should work. You can't click individual letters. You have to hold and... Down and slide, and then it will highlight, and it will highlight the word that you found over to the right. So... [0:13:30] Dave @DCBK2LA: Oh, that's fun. Nice. I like that. [0:13:33] MetaBeast @AKCMetaBeast: Yeah. I'm just... Yeah. I'm trying trying to find some things that might be a little fun for people to do that you can actually do on x. [0:13:40] Dave @DCBK2LA: Yeah. By the way, Roger said he's down. He's like, it would require some planning, and I'm like, we'll take care of it. But he said he's definitely down to to sponsor the idea that we talked about yesterday, like, the twelve days, whether of Christmas or whatever, where we give a clue every single day, and one of those clues is a word to the seed phrase. And then in no particular order. And then once people... On the twelfth day when, you know, it's all revealed or whatever, when people try and figure it out, they have to kinda figure out which order to put the seed phrase in, and there'll be, like, a TVS in there, like, a dummy TVS, and that'll be, like, your claim to an additional 26% on the drop on TGE, which is kinda cool. Yeah. So Metabees, I like I like this idea. Yeah. Guys, ideate with your friends. It's good. My puppet's here too. Landy, what's good, bro? How are you? [0:14:30] Landy @CryptoLandy: Remember remember the November 6. The day the day he found out he wasn't earning any quacks. And now he's about to break somebody's back. Wait. Pause. Hold on. That doesn't sound right. [0:14:45] Dave @DCBK2LA: Bro. Bro. [0:14:46] NatNat @Natnatx007: Hold on. X Factor is not here today. X Factor is not here right [0:14:49] Dave @DCBK2LA: now. Yeah. Exactly. I don't need this from you. [0:14:51] Landy @CryptoLandy: I was trying to I was trying to grease it up and just slide right in there. [0:14:55] NatNat @Natnatx007: Oh my god. No. Just no. I'm so damn sure. Just kidding. Handsome games. You just started off with a $100 fine. We're gonna be fine. Jesus Christ. [0:15:06] MetaBeast @AKCMetaBeast: Always wear protection when you're sliding into DM. [0:15:09] Landy @CryptoLandy: Oh my god. I I mean, look. I I... I'm sorry. [0:15:13] NatNat @Natnatx007: Okay. Oh, thank god. [0:15:17] Dave @DCBK2LA: I was like, I thought you were slipping. I mean, we have to at some point, like, you know? I mean, [0:15:22] Landy @CryptoLandy: you have the funny. [0:15:24] NatNat @Natnatx007: Landy, you are hilarious. But I I... You... I I I heard what you wanted to talk... To to touch on, Dave, the... What I pinned at the top, and I got this from Landy. Right? So Polymarket, the odds of you Wait. [0:15:37] Dave @DCBK2LA: Are you still gonna leave everybody muted? [0:15:39] NatNat @Natnatx007: Oh, sorry. Sorry. Sorry. Forgot. Yeah. I... Sorry. Yeah. You can't do that. [0:15:42] Dave @DCBK2LA: That that gives me crazy PTSD. [0:15:45] NatNat @Natnatx007: Yeah. I'm a bad guy. So what I pinned to the tab, this is... I got this actually from Landy. Right? So poly market is pricing in the odds of Jesus Christ returning before GT. [0:15:56] Dave @DCBK2LA: How much money is in this pool? Let me bet on this. As a Jew, I'm like, oh, sell all that. Sell it all. [0:16:03] Landy @CryptoLandy: Wait. Wait. Wait. Wait. So you know the underlying reason why is because they just delayed... They delayed Grand Theft Auto six again No. For five months until November of next year. So funny funny story. I'm actually in on the Jesus. I was actually in this. So I saw... And credit goes to Nalik for the repost because I didn't catch it and and had to go and look. And I'm like, [0:16:33] NatNat @Natnatx007: oh, baby. I'm in the money [0:16:35] Landy @CryptoLandy: because I was joking around fairly recently. I have a friend who runs... I even made a comparison earlier today, which is wild, to Grand Theft Auto Online, but... And the shark cards and, like, all that kind of crap. But a... I have a friend who runs a very popular Grand Theft Auto RP server. For those that are into video games, RP is role play. And they are basically outside of the ecosystem of rock stars online stuff where where they just run their own stuff, and they're very, very popular. Some of you might know Snoop Dogg runs his own stuff like that. And they... They've been speculating and betting on this for a long time. So they've... They're gonna, like, cross markets with the with the Jesus will arrive before Grand Theft Auto six, and, and this is this is hilarious. I find that absolutely hilarious. So, like, shout out to Nalek for bringing that up on the timeline and making me go and check on my freaking positions on public market because that's wild. But, hey, at least I can afford to mint wall chain stuff now. Right? [0:17:52] Dave @DCBK2LA: Are you telling me, you want me to sit here and believe that you had a polymarket bet on the yes or no? Is this right? [0:18:01] Landy @CryptoLandy: No. It's a [0:18:03] Dave @DCBK2LA: cool bet. Are you kidding me? No. [0:18:04] Landy @CryptoLandy: It... It's... Okay. So [0:18:06] Dave @DCBK2LA: The fact we take out... My my my gripe is not... Hold on. My gripe is not that you had the bet on there. That's not... I'm in disbelief because you could be sponsoring so many other things, but you're throwing money away on a Jesus... Apparently, I guess it's not throwing it away if you if you actually No. Made my... Oh my god. [0:18:27] NatNat @Natnatx007: I was nervous about life. [0:18:28] Landy @CryptoLandy: To have faith, Dave. Oh my god. I'm Not. [0:18:35] MetaBeast @AKCMetaBeast: Because you gotta have faith. [0:18:37] NatNat @Natnatx007: I mean, you know faith. Faith. Know my vote is always in for Jesus. Right? So I probably would've... If I was a betting person, I would've I would've won that bet. [0:18:46] Landy @CryptoLandy: Crazy talk. [0:18:49] Dave @DCBK2LA: We have a fiscal response... We don't, but we have a No. We don't. Moral responsibility, okay, to the listeners of this space to essentially... Don't... Not to steer them the wrong way. The two Bitcoin zealots over here that are literally like, wolf space, hedge, win, okay, are now telling people, go bet on Jesus Christ. [0:19:11] Landy @CryptoLandy: Stay before God. [0:19:12] NatNat @Natnatx007: G a six. [0:19:13] Landy @CryptoLandy: Who freaking invested in the Zoran token, and I allowed you to get out in time before that dumped out all all holy crap. [0:19:22] Dave @DCBK2LA: For the record for the record, that printed. Alright? So check my track record. That's all I'm saying. [0:19:27] NatNat @Natnatx007: Alright? You're doing [0:19:28] Dave @DCBK2LA: lines on trucks. [0:19:29] NatNat @Natnatx007: Don't be giving me crap [0:19:30] Landy @CryptoLandy: about this. [0:19:31] NatNat @Natnatx007: That that actually did print. Was it... Didn't you do, like, a thousand percent on that or something? Yeah. [0:19:37] Dave @DCBK2LA: Fifty fifty to fifteen, sixteen hundred if you're paying back the accountings. [0:19:41] NatNat @Natnatx007: Okay. Good job. Mhmm. [0:19:44] Dave @DCBK2LA: Thanks. See? Thanks. Cool. Are you... You gotta accept the co... Wait. Did you... Cool. Do you have the co host? Oh, wait. No. You don't. My fault. [0:19:52] Landy @CryptoLandy: He's not up here yet. [0:19:53] Dave @DCBK2LA: Yes. He is. What? I took close to [0:19:56] xFactor @xFactorPOL: speak now. [0:19:56] NatNat @Natnatx007: He is. He is. He is. I put him over on speaker, but... No. I see him as a listener. Yep. So he's back. Space... [0:20:02] Dave @DCBK2LA: Oh my god. The other thing too that was really funny today, guys. Me and Moni left the space. Right? Space was over. Fifteen minutes later, I got a message from Moni. She's like, the space is still open. I'm like, what? Not only that. This is the weirdest thing in the world. There was a 100 people still in the space, verified accounts, still sitting in the space. And I'm like, what are they waiting for? I don't understand. I... Like, this is a thing. [0:20:29] NatNat @Natnatx007: They got... We would drafts. I felt so horrible because I I was actually going back to look [0:20:35] Moni @monitalan: at how many people were in the space. I'm like, [0:20:37] NatNat @Natnatx007: oh my god. It's still up. And I reached out to the people. [0:20:40] Moni @monitalan: People were in meetings. Anyway, we finally closed it. [0:20:44] Dave @DCBK2LA: Fifteen, twenty minutes. [0:20:45] NatNat @Natnatx007: I felt so... I felt horrible. And there are a 100 people in That's the the point. I felt so [0:20:51] Dave @DCBK2LA: horrible. Guys, why do you stay in a space? Right? What [0:20:58] Moni @monitalan: With no nothing. No sound. Like, [0:21:01] Dave @DCBK2LA: nothing. No music show you, like, the starving... Like, just maybe something will happen. Like, this is the hope... That is hopium personified in the Twitter space. Right? Like, I'm waiting. Maybe this is [0:21:14] NatNat @Natnatx007: a secret. What are they waiting for? More mind share percentage, probably. Maybe. [0:21:20] MetaBeast @AKCMetaBeast: Yeah. Maybe. [0:21:21] NatNat @Natnatx007: I felt so horrible. I was like, oh my goodness. Poor people. They're waiting for Dave to go back and sing or something. [0:21:29] Dave @DCBK2LA: Because I swear, like, this is not karaoke. [0:21:31] NatNat @Natnatx007: You wanna hear something, Monica? There was a believe this is, like, what, two two years ago, three years ago. Dave and Metabee... And not Metabee, MetaVision hosted a banger space. Oh my god. That's literally one of the best spaces ever hosted on crypto Twitter. And you... They started rapping with LJ. They were doing a full on freestyle. Girl, you should have been there. You should have been there. You you should have heard Dave freestyling or just off the top of his head. [0:22:01] Moni @monitalan: No recording. Was it recorded? Recorded. [0:22:03] NatNat @Natnatx007: It got, like, thousands and thousands of listeners and views. It was it was a big one. I [0:22:09] Dave @DCBK2LA: was not freestyling. FYI. This is what people were just discovering GPT. They thought I was superman. I was like [0:22:17] NatNat @Natnatx007: Oh, so you cheated. Damn. You didn't know that? No. You did not cheat. I do not... Did you know this? Girl, you knew this and you didn't tell me? [0:22:27] Dave @DCBK2LA: Freestyle, not. I'm literally white and Jewish from Brooklyn. Go freestyle. Are you crazy? I don't freestyle. Let's see how this works. [0:22:37] Bread @_ToastMalone: You all [0:22:37] Dave @DCBK2LA: are crazy. Can we talk about markets? Let's get this thing cooking. First off, what's the deal before... Let's get the Infofy stuff out of the way, and then we can get the Bitcoin and [0:22:48] Landy @CryptoLandy: What's the deal with Infofy? [0:22:52] Dave @DCBK2LA: Why do you sound like that? [0:22:53] Bread @_ToastMalone: What's Infofy? [0:22:54] NatNat @Natnatx007: I mean, Landy Landy is on a roll today. [0:22:57] Dave @DCBK2LA: Yeah. I don't know what's up. Like, what's going on? [0:22:59] NatNat @Natnatx007: Landy has made so much money this week. That is why he's, like, super sarcastic because the money flowing out of his puppet pockets are insane. [0:23:11] Dave @DCBK2LA: Probably. Lainte, how much money have you made this week? Tell us the truth, bro. Be honest. [0:23:16] Landy @CryptoLandy: Do you want me to really tell you? [0:23:17] Dave @DCBK2LA: No. I don't actually. I'm absolutely lying. I do not wanna feel like a piece of shit [0:23:21] Landy @CryptoLandy: right now. I could tell you that I am well into the... [0:23:26] Dave @DCBK2LA: No. No. Don't do it. Don't do it. Don't say it. Don't say it. No. [0:23:29] Landy @CryptoLandy: You keep... There's figures. There's there's many, many zeros, and that's just this week alone. And look No. I've been... Gotta understand. I manage I manage a fund that includes me. Right? So... [0:23:44] Dave @DCBK2LA: He said he's me. [0:23:46] Landy @CryptoLandy: Fund is a... Is is called me, myself, and I, but it's actually a registered fund. So, like, I I get to manage that in conjunction with the funds that, we manage for others. Right? So this is something that when I'm saying, like, if I... If I'm really up and there's many zeros behind it, I'm actually, you know, a big proponent of not taking that profit and then, you know, withdrawing it from the market, because then I... Even though it's in a fund, you still have to pay taxes on it because these types of funds dropping a hint here, these types of funds still have tax implications. Right? So you still have short term and long term cap gains, that that need to be paid because they are not retirement funds, but they can be rolled into retirement funds. But one does not sell Bitcoin. One holds the Bitcoin close. [0:24:46] NatNat @Natnatx007: Landy Landy has so much money that if we were to get his dust, like, if if he were supposed... If he were to, like, sprinkle his pocket change, we would all be, like, half a millionaire. [0:24:58] Landy @CryptoLandy: No. No. See, look. If you found out who I am, you'd realize that I don't actually exist. I'm a figment of your imagination that was concocted by the CIA, and I literally tell people this and they don't believe it. But it's true. I mean, I'm literally... It's in my profile. It's in my location data. You can use your little location data finders for spaces, and you'll see that I'm actually in Langley, Virginia. [0:25:22] Dave @DCBK2LA: I believe. At least today. No. He's not. Yeah. Exactly. No. He's not. He ain't in Langley, Virginia. Yo. For whatever reason, I can't bring up Cantor. Like, every time I get to the twelfth person, it's fine, but I can't bring up the thirteenth, like, the the one final, like, to add, like, the one final person. Nat, can you bring up Cantor? [0:25:39] NatNat @Natnatx007: No. I can't bring anyone up at this point. I just see the x's and and no one, like, check mark. [0:25:43] Kool @koolcryptovc: No. The the stage is full, man. You gotta bring some more people down. [0:25:46] Dave @DCBK2LA: No. The stage isn't full. We have one more space, bro. We are [0:25:49] Bread @_ToastMalone: at twelve. [0:25:49] Kool @koolcryptovc: We have 13. Like, nine. Nine. Nine. Only... You only want spot. I... Yes. Four. It's full, bro. I'm looking at it. Who? Who? [0:25:58] NatNat @Natnatx007: Avi Avi came on. Got a kick on. Avi came hear that owl? [0:26:02] Dave @DCBK2LA: No. I see. You guys, this is stupid. Okay. Let's... First off, I need to under... I need to know, Kanter, once I free it up... And I'm glad to bring you up, my brother, once I figure this stuff out. But have we seen... First off, I need to understand if all of you have officially come to your senses. Shout out to the blue haired ninja that's here. No. Brent just thumbs down because he's like, no. No sense anywhere. On the wall chain combo that we had yesterday. Because, apparently, you could essentially start selling your wall chain allocations for $700. Okay? That was yesterday. Okay? Right after. Somebody put it in the chat. I think it was Gamer or somebody. People were buying allocations for $700. Okay? And we're over here talking about... [0:26:48] xFactor @xFactorPOL: That's totally normal, Dave. That happens that happens all the time with all these hyped launches. There's nothing nothing on the... [0:26:53] Dave @DCBK2LA: What the hell? Definitely not gonna mint out. [0:26:55] Landy @CryptoLandy: Oh. Yeah. [0:26:58] Dave @DCBK2LA: It's it's fairly gonna... [0:27:00] xFactor @xFactorPOL: Nobody nobody was arguing... Nor... Nobody was saying that it wasn't gonna mint out. It's certainly gonna mint out. It's just not [0:27:05] Kkoma @itskkoma: gonna go to 30 k Kaito prices. No. [0:27:08] Moni @monitalan: There were some people that were saying that it wasn't anime. [0:27:11] Kool @koolcryptovc: Thank god. Well, that... [0:27:12] NatNat @Natnatx007: That's that's nuts. [0:27:13] Landy @CryptoLandy: No. They were. [0:27:14] NatNat @Natnatx007: It's it's gonna mint out. 100% it's gonna mint out. [0:27:16] Landy @CryptoLandy: Listen, x factor. Don't cut your nose off to spite your face. Okay? [0:27:21] Dave @DCBK2LA: This nigga is crazy today. This gives me... We have to put this puppy on time. [0:27:25] xFactor @xFactorPOL: This is... Hey. What's what's going on, guys? Sorry. I'm a little late today. I I missed you I missed you guys early on the sweet theme song that we have. I apologize. Good to be here. Carry on. [0:27:35] Dave @DCBK2LA: Why you gotta do that? I don't... [0:27:36] Moni @monitalan: There was no music today. [0:27:37] Landy @CryptoLandy: What? Are you... [0:27:38] Kool @koolcryptovc: Well, I guess I [0:27:39] xFactor @xFactorPOL: didn't miss anything. I'm below... [0:27:40] Dave @DCBK2LA: Are y'all in the grease trap doing this to me on purpose? Is this... [0:27:43] Bread @_ToastMalone: I may have gotten Landy all riled up in a space earlier. [0:27:46] NatNat @Natnatx007: That AI space? Are you referring to That AI space was actually pretty good. Do you know, guys, did you know that your AI can lie? Like, it lies to you like a kid, and you gotta, like, set it straight? [0:27:57] xFactor @xFactorPOL: Yeah. Absolutely. ChatGPT does a [0:27:59] Dave @DCBK2LA: lot of time. You catch [0:28:00] Kkoma @itskkoma: it you [0:28:00] xFactor @xFactorPOL: catch it lying, and it's like, oh, I'm sorry. You're absolutely right, my precious king. Let me reword this. Happens on Yours is much [0:28:08] Bread @_ToastMalone: nicer to you than mine is. [0:28:09] MetaBeast @AKCMetaBeast: I mentioned this trained it. I mentioned this before. I... A while back on Genspark, I was looking for a a new story to contribute that might have been overlooked. And it gave me one, and I was all excited. I was going to do it, and then I took a... Thank god I took a moment and asked it to verify it. It was giving me this reason behind the whole Luna collapse, I think it was. And it told me... It flat out admitted it lied. I told... I I have it somewhere. I had to even write a statement of how it lied to me because it wanted to give me what I was hoping to get. [0:28:57] Dave @DCBK2LA: It wasn't a big deal. This was a big rollback. This... If you remember, like, GPT4, like, 4 point... What was it? 440? I think it was g p t four o that had a massive rollback from OpenAI. So this was, like, a really, really big deal. But, anyways, well, let's not go down the AI kinda route and conversation. Let's say... Stop veering me off of Infilify. And and my... The one time I get to say I told you so, but, of course, you... None of you are ever gonna admit it. But point being, what's what's the sentiment? You know? Because this is what really got me last night when I was when I was looking through CT, like, and reading through some feeds. What cracks me up is, like, the people that go on a rant. And it was like, when I first saw the 2.5 sold price, I was appalled. Oh, I couldn't believe it. I saw the utility. It was unbelievable. What were they really offering people? They go on bashing it. And then in the last little sentence, they say, but for the record, I have I have stage one minting capability. Bro, in what world do you think that this cool if that is not the definition of us... Whatever privilege you wanna call it, that is crazy. Because to me, it's like, okay. Are you gonna not are you gonna not mint? Oh, you're gonna mint? So you should shut the f up. [0:30:15] Kool @koolcryptovc: No. They they they they went for free, bro. They they went in the free NFT, man. That's what it was, though. They have the money, but this is the one free. Yeah. [0:30:23] Dave @DCBK2LA: It's... That's crazy work. Well, but to do that, [0:30:25] xFactor @xFactorPOL: we live in CT, my guy. [0:30:26] MetaBeast @AKCMetaBeast: But who are [0:30:27] xFactor @xFactorPOL: they helping? Butters are gonna fuck. Come on, baby. [0:30:29] Dave @DCBK2LA: Who are they... Robin Hood. Who are they helping? Who do they think they're helping? [0:30:33] xFactor @xFactorPOL: Themselves, my g. Come on now. [0:30:34] NatNat @Natnatx007: It's it's... [0:30:35] Moni @monitalan: No. It's farming. They're doing it to get people like you riled up. [0:30:40] Dave @DCBK2LA: It's working. [0:30:40] NatNat @Natnatx007: And engaging on their pets. [0:30:42] Dave @DCBK2LA: Some of them do [0:30:42] NatNat @Natnatx007: that. Yeah. Some of them do that. Farming. [0:30:44] xFactor @xFactorPOL: By by the way, anybody's blockchain, Quax updated recently? Might have an update, like, in two days. [0:30:49] Dave @DCBK2LA: Bro, yeah, [0:30:50] Landy @CryptoLandy: I'm gonna [0:30:50] NatNat @Natnatx007: tell you. I'm kicking... Oh, you you you... Catch up. Sir, catch up. It's not it's not his it's not his fault. He he did come in late. We did cover this in in the beginning, actually. I remember when we [0:30:58] Dave @DCBK2LA: did the... He knows. [0:31:00] xFactor @xFactorPOL: No. I don't. I'm... I mean, I I I was skimming through it, bro. I just jumped off of... I had two calls [0:31:04] NatNat @Natnatx007: before I jumped over here. So I've been... There's an... Yeah. There's an issue with with watching right now. No one has received any quacks since the first. [0:31:12] Dave @DCBK2LA: How is it that you and That's [0:31:14] xFactor @xFactorPOL: very nice of you, Nat. [0:31:14] Dave @DCBK2LA: Thank you [0:31:15] NatNat @Natnatx007: very much. You're welcome. You and Lainie, know. [0:31:16] Dave @DCBK2LA: Every time you come in a little bit late, you literally backtrack with the exact stuff that we were just talking about, like, five minutes before. I'm not [0:31:25] xFactor @xFactorPOL: Well, Landy Landy sends me a text message so I can get you irritated. So... [0:31:29] NatNat @Natnatx007: Yeah. But Dave So... [0:31:30] Dave @DCBK2LA: Yeah. Go ahead. Go ahead. [0:31:31] NatNat @Natnatx007: Yeah. I I I wanted to touch on the NFT because I... I'm personally personally, like I said yesterday, I'm excited about it. I think it's a massive opportunity. To me, I'm not concerned about how the high the price is gonna go because I I feel like our expectation has to be, like, a little realistic. I'm okay with, a 100% or whatever, but I really do believe that you... The the utility behind it will be the most important. Right? Imagine getting a a big air job just because you have that NFT. Imagine getting in, like, doors that you haven't been able to get in with that NFT. Right? I I I think the utility is great, and it can open a lot of doors, and it's massive, and I'm excited for it. That's me being really gen... Genuine, and this is coming from someone that is late as hell and possibly the top signal for Infoby. [0:32:14] Dave @DCBK2LA: I'm saying that. [0:32:15] Moni @monitalan: I have a question for Landy. [0:32:17] Dave @DCBK2LA: Why? [0:32:18] Moni @monitalan: Behave Landy. No. Just kidding. No. It's it's actually about this. Somebody put in a post that one of the reasons they think Wallchain did not talk about the utility is because of US regulation. So they try to be as vague as possible because there's still not clarity, right, on on some of these things. Do you think that's true, or was it somebody just trying to kinda... It made sense to me. [0:32:46] Landy @CryptoLandy: I mean, it makes sense, but it's speculation. Right? Like, there... No one really knows. But by not making any promises, they do steer clear of current US regulatory authorities even though, as I've mentioned earlier today, Brad and many others joined the space with Metavision and the aligners team. You know, this is something that even if they didn't and they did, like, announce something that was gonna have some sort of utility, this particular administration isn't interested in going after and prosecuting this kind of stuff. Right? Like, they've they've shown a a... An aversion to this in a way that is really only going after criminals who are laundering money and not even the actual criminals on chain. Like, I mean, they're allowing the criminals to crime on chain. But if you're gonna gamble outside of the system where we can't watch you and then transfer around cryptocurrencies while you're playing basketball and fixing games, then we're probably gonna go after you. [0:33:57] NatNat @Natnatx007: But am am I the only [0:33:57] Landy @CryptoLandy: one think...... Probably go after you. I said weird. [0:34:01] NatNat @Natnatx007: Oh, boy. You slipped up. I heard that. So slip slip. But am I the only one that thinks that they're doing this on purpose? Like, they might just... They don't wanna, like, announce everything that they're going to do all that once. Like, once it mince out, then I could see them announcing that, hey. By the way, guys, it's... [0:34:18] Voice K: Yeah. Right? [0:34:20] xFactor @xFactorPOL: It's the it's the Kaido playbook, Dan. I mean, they did the same thing too. They did a... They did the same thing, and then after the mint, they were [0:34:26] Dave @DCBK2LA: like, oh, by the way, everybody's getting airdrops. Here's all utility bomb, and they [0:34:29] NatNat @Natnatx007: weren't parabolic. Exactly. [0:34:31] Landy @CryptoLandy: Look. And they're probably gonna give themselves a little bit of allocation too, and then you drop an announcement and you sell into it. You know, it's just a little bit of, you know... I mean, also, they're getting all the Mint funds. Right? So they're really just investing in themselves if they have their own NFT. Right? So I I I see no real big downside here if you believe in the platform itself, and they have a working product. I mean, this is what we've wanted for a very long time when it comes to NFTs. Literally had this conversation a little bit earlier with, on on MetaVision stage. Right? We've been looking for the utilization of NFTs outside of art, and we're getting that. Right? It actually has a utility that is tied to a real platform that is a a revenue generating platform on the back end with the projects that they're working with. And, you know, despite what you might think about the projects that do and handle their own launches, you know, these these things aren't gonna go away. They're gonna have to compete. They'll go in ebbs and flows in terms of cycles for how popular this stuff is with how popular crypto is at the moment. And, you know, I think that this is the preferred way of utilizing NFTs. Is it a little bit token gaty? Like, yeah. It doesn't remind me of, like, grinding in Discord. Yeah. But at least in this case, there's real money being exchanged, and it's not just trying to give one team money so that they can rug pull and then go and launch another NFT in another chain. So, you know, I I have no problem with this. I think it's gonna cook. If it doesn't cook, I'll still hold it. [0:36:11] Kool @koolcryptovc: Yeah. It's it's so it's so crazy that there was such a backlash with this whole price announcement that it's... It was trending on Twitter yesterday. A lot of people were mad about the price, man. And I think, like I said earlier, a lot of KOLs that qualify wanted it for free. I think that's what they wanted. I mean, I think these people probably think that they're that big where they're like Kanye West or Jay Z. They need to get free in Etsy. So that's why. But now those those... A lot [0:36:38] xFactor @xFactorPOL: a lot lot a a lot of [0:36:39] Kool @koolcryptovc: yeah. So it's pretty crazy. I mean, it's $400. Pay pay your stuff and move on, man. Like, it's it's it's it's... It makes no sense why your people are crying on the timeline about NFT. Like, right now, war chain is only only party right now. There's nothing going on in in crypto right now. Like, it's it's that boring unless you're watching. [0:36:57] NatNat @Natnatx007: So [0:36:58] Landy @CryptoLandy: Cool. Did you Yeah. When you... When they were talking, did you hear it in the background? Because I hear it too every time that they start talking about this. And it's... Oh, here it comes. It's the ambulance. Oh, boy. Wam, wam, wam. You didn't get it for free. Go ahead and keep farming the timeline and and work harder. Alright? Yeah. Just keep clicking. [0:37:19] NatNat @Natnatx007: Oh, I wrote that down. The wambulance. Got it. [0:37:23] Dave @DCBK2LA: That's not his. That's not his. Come on, [0:37:25] Kool @koolcryptovc: dude. That... [0:37:26] Dave @DCBK2LA: And that [0:37:26] Landy @CryptoLandy: is... Is a lady original. [0:37:28] Dave @DCBK2LA: You you you... You... [0:37:30] xFactor @xFactorPOL: This is like high school stuff over here. [0:37:31] Dave @DCBK2LA: Come on, Nagas. Yeah. Exactly. [0:37:33] Kkoma @itskkoma: Want some shit.... Gets away with that crime is definitely legal. Like, this [0:37:36] Dave @DCBK2LA: is this is... Definitely wild. Tomorrow. [0:37:40] Kkoma @itskkoma: Come on. [0:37:40] Dave @DCBK2LA: That's that's literally, like, saying, oh, you want some cheese with that wine? Like, what? That that... [0:37:44] NatNat @Natnatx007: Woah. Did you [0:37:44] Bread @_ToastMalone: just come up with that, bro? [0:37:46] Landy @CryptoLandy: Yeah. Exactly. That's the original. Dave original right there. [0:37:49] Dave @DCBK2LA: No. It is not a Dave original right there. [0:37:51] Landy @CryptoLandy: Yeah. Not at all. It's a Diriginal. [0:37:53] Dave @DCBK2LA: It's origin... Speaking of d speaking of d... D agent AI, I'm looking at some of these things right... Some of these charts right now and these prices. By the way, actually, real quick. Folks Finance, if you guys remember, we had the Folks Finance guy on here. I am literally scrambling right now to try and figure out... I still haven't done this money. I'm, like, literally ADHD. It's crazy. But if you guys remember, we had the CMO for Folks Finance on here. Comey, you remember this? They TGE ed today. Their shit went to $7. It's chilling at, $4 right now. That... Those NFTs came with... Those keys that we minted, the gold ones on AVAX, I minted three of them, came with a token allocation. So it's gonna be interesting to see. I'm literally searching it right now to find out what's what. And, yo, shout out to Mush because Mush won the contest. One of those allocations is actually going to Mush and stake it. So he's been waiting for a minute. I'm like, Mush, chill. I'm waiting. Trust me. So today, came out. Not a bad TG. It's 50,000,000 total token supply. I think there's something to be said about this non 1,000,000,000 supply madness. Right? Like, that Meta, I feel like, has come and gone. Like, people will pay a couple dollars for, like, a token if there's, like, a limited supply on it. So I'm I'm... It's a little... It's kinda positive right now. I I... I'm looking at it, and I'm like, feel good about this. Yeah. [0:39:10] Kantorcodes | ℏol/acc @Kantorcodes: Personally, I love the easy flat $100,000,000... 100,000,000 supply. It's so easy to calculate for everyone. It's almost no reason why you shouldn't do a 100,000,000. One of those easily divisible numbers. [0:39:23] Dave @DCBK2LA: A billion is a little bit much. Yeah. I don't know. Like, a billion... And then, like, when I hear... I'm not gonna say it because then the bank army's gonna come after me. When I see, like, a 100,000,000,000, it's like, bro, how many zeros do you want? Like, for what? Like, let your token be worth something visible. You know what mean? [0:39:37] Landy @CryptoLandy: Let them get this them any zeros of mine. [0:39:40] Dave @DCBK2LA: Yeah. That's for sure. Stingy mob buyer. Okay. What are we doing now, guy? Now give me the Bitcoin rundown, Nat, and then we'll go to Landy. Give me, with the market rundown. Don't tell me how much money you made. I just need to know what the rundown is. Don't tell me how you're hedged. I just wanna know, are we going to 88 k or not? [0:39:56] NatNat @Natnatx007: I mean, we're still in that zone that we were from yesterday. Right? We tried to go higher a little bit and we rejected off that area. So now it's, like, sitting of... It's bouncing between one o one o... 100, high one hundreds, and and one zero one. Right? If we keep rejecting higher, then obviously lower. I'm looking at that 99. There's a there's a possibility that we do revisit that ninety nine ninety eight area. I think for me, that that that will be a key area to look at it. If we do break that, then I'm looking at 96, 92, and 90. [0:40:27] Dave @DCBK2LA: Alright. Landy? [0:40:30] Landy @CryptoLandy: I backed that up. I mean, look. We're right at a major weekly level. That weekly level is is essentially 98 to the downside, which is a weekly close, and it's a weekly higher low close at that. We did lose the last higher low close. It's overhead as resistance at one zero seven to one zero eight. And right now, we're playing in the 98 to one zero one area. The 98 to one zero one area was the prior higher low just before the one zero seven to one zero eight higher low. So if it's lost, we're looking at mid nineties. Right? You can split the difference. 94 to 96 is a key area on the daily. You can split it at 95. Right? And then the next big area to the downside, much like Nat said, mine is a little bit bigger because the liquid zone for me is about upper eighties, in the $8,089,000 to 93 a half. And you can refine that down, like, as daily start to get there if that does happen. But the bulls do have a chance here. Right? If they can hold this area on a closing basis specifically, especially on a weekly. Oh, man. Especially on a weekly. They don't wanna see this area lost on a weekly. In fact, by this Sunday, which you're gonna wanna watch because this is Thursday, so we're not gonna talk again till next Monday. By Sunday, you wanna see Bitcoin closing the weekly candle above one zero four five hundred to one zero four six hundred. Main reason why, even though that's, like, kind of in no man's land, what that does is that prevents weekly expansion to the downside, which means that we would very likely test further downside from here if it closes under there. That does... It's not a guarantee, but it does increase the odds that if we haven't already tested further down that we would. And so the thing that you wanna watch for coming into Sunday for Bitcoin is a close above or below $1.00 4.5. And then for, you know, for the meantime, you know, if it goes down to 98, still fine, still within the within the area that we'd be looking. Starts closing back above $10.01. Yeah. Then we're we're looking for maybe another test up a little bit further, and then we reevaluate next week. But I did need to mention, you know, when I slid in earlier, I'm still in my schlong. [0:42:51] Youngsun Shin @youngsun: I'm still in I'm [0:42:53] NatNat @Natnatx007: Go schlong. [0:42:53] Landy @CryptoLandy: Trade. Bracket trade. [0:42:55] Dave @DCBK2LA: Why? Why? What is... Where... What did you what did you what did you do today? Like, that you're in this in this mood. I don't understand. What... What's going on over there? [0:43:03] Landy @CryptoLandy: When you're printing harder than the Fed, you have the ability to make jokes when others are sad. And it's okay to be sad. Just be glad and and go and bid. [0:43:15] xFactor @xFactorPOL: See, now he's rhyming and shit. This guy this guy Bro. He's feeling he's feeling good. He's feeling good. [0:43:21] Dave @DCBK2LA: This is crazy work out here. [0:43:22] MetaBeast @AKCMetaBeast: Are you selling glad trash bags? [0:43:25] Landy @CryptoLandy: Look. Volatility is gonna make me happy. It's literally in my profile. I'm a volatility trader. So this is the happiest times. When it's going sideways, I'm bored. Like, come on. Do something. [0:43:35] Kkoma @itskkoma: What do you use for volatility, like, tracking? Like, it... Are you using, like, some of these? [0:43:40] NatNat @Natnatx007: You know [0:43:41] Landy @CryptoLandy: what this tells me? You have never once watched a single one of my videos. [0:43:45] Kkoma @itskkoma: I I see lines. I see lines. [0:43:47] Landy @CryptoLandy: Yeah. But I I There's also the one thing [0:43:49] Kkoma @itskkoma: so many lines there. I watch your videos, I'm like I'm like, I [0:43:52] Landy @CryptoLandy: don't know. It never starts out with the lines. Those actually don't come until later when I'm talking about the [0:43:58] Kkoma @itskkoma: Welcome to the something something. [0:44:00] Dave @DCBK2LA: And that's as far as [0:44:01] Landy @CryptoLandy: you get every time. That's it. It's far [0:44:04] NatNat @Natnatx007: as you get. [0:44:05] Landy @CryptoLandy: 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 would be your expansion. I use Bollinger Bands. I use a triple set. I have the indicator literally linked in my profile that I built that I use in those videos that's 100% free for anyone to use. So if you want to track volatility in the way that I do it, you're more than welcome to go and look at that indicator. It's 100 free. Just add it to your favorites. It is a private indicator. It's not publicly searchable. But that's what I use to track volatility. [0:44:53] Kkoma @itskkoma: Can I have? Offer a suggestion? I think you should make some videos that are, like, archived somewhere to... That explains that versus Yeah. [0:45:04] Landy @CryptoLandy: I I have I have made those videos every year. [0:45:08] Kkoma @itskkoma: Hide it behind the x four zero [0:45:10] Landy @CryptoLandy: two year. [0:45:11] Kkoma @itskkoma: And then I will definitely pay it for it. [0:45:13] Landy @CryptoLandy: Well, I... They're free. Can literally go listen to them on Diorganized in the Stacks ecosystem that you so dutifully abandoned long ago. No. I'm just kidding. Look. There is... [0:45:24] Dave @DCBK2LA: That's it. [0:45:24] NatNat @Natnatx007: You're not [0:45:25] Dave @DCBK2LA: wrong then. [0:45:26] Landy @CryptoLandy: Yeah. Know. I know. Know. Not wrong. But, no, you can actually... There's plenty of places to find where I've literally taught people crypto live on streams or trading, I should say, and then credit... Trading crypto specifically using that as an example from, like, I don't even know what a chart is all the way up to the advanced systems that I use many times over every year. [0:45:48] Kkoma @itskkoma: I need I need a YouTube video link. I think that's what [0:45:51] Landy @CryptoLandy: I I will send you the de organized video. You're saying The the the twenty some odd hours of video that you will definitely watch. [0:46:01] Kkoma @itskkoma: Yeah. I will watch it, and then I'll I'll ask you a ton of questions. [0:46:06] Landy @CryptoLandy: Okay. I feel like I feel like like you're the one roping me into being your mentor. Do you need me to set up the the account that you'd like to trade with with the firm? Or... [0:46:18] Kkoma @itskkoma: As long as there's no, like, paywall behind it or some, like, you know [0:46:22] Bread @_ToastMalone: Oh, X402. Oh, X402. Paywall. Let's do it. [0:46:25] Kkoma @itskkoma: Well, I originally said I would paywall it, but he said no. So, you know, like, we'll see what [0:46:29] Landy @CryptoLandy: what happens. I I actually have had to build into deals that that remains free because I do not believe in charging for that. I think the people that charge for that don't actually trade. I make my money from trading. And if you like and value, educational content and you have something to give back, then that's what you should give back. And, yes, it is worth money, but I'm I'm in a position where I don't need to charge for it. [0:46:55] Kkoma @itskkoma: That's so funny. Like, we always see those, like, scam videos or those, like, crazy mentor. Like, you know, join my mastermind group. And then, like... They're like, oh, why are you, like, charging so many of your students for, like, all of these trades if you're already making money online? [0:47:08] Landy @CryptoLandy: My real estate course how about you buy my real estate course and spend 25 to $26,000 for real estate education that gets you nowhere and then have the, the founders of those real estate courses constantly on x in Bitcoin spaces talking about how much they know about Bitcoin. [0:47:25] Bread @_ToastMalone: I would buy the course if it was all shot like the puppet. But using AI, and we make it look like those 80, like, work safety training videos the entire time, I would absolutely pay for that. [0:47:37] MetaBeast @AKCMetaBeast: Landy, so I I I tell people who are interested to go check out your YouTube. I give them the link and everything. I have had one person tell me that sometimes, though, some of the stuff goes over their head. Is there another person, doing something similar to you that you believe in and would recommend for, people just getting started? [0:48:02] Landy @CryptoLandy: I I actually strip it down to the bare minimum when I'm talking about those things. So you're probably not gonna find anything outside of paid courses or go and find my free content where I walk you through from beginning to end. That's it. I mean, like, I... You can go to Nat. You can go to me. You can go to Bits. You can go to all of these people. But in most cases, they're going to be talking over your head if it's an unfamiliar subject. Look. I listen to Dave on AI spaces all the time. He's always talking over my head. I have to go and do the legwork. So if you feel like it's being, you know, like you're getting lost in the sauce, then you gotta go and do the research if you really wanna understand what's going on. That's not that hard. And what I try to illustrate in my videos is that I'm not doing anything special. I am not a genius. I'm literally a puking puppet on a stage. Okay? Wearing a freaking crown and sunglasses and claiming that I'm in Langley, Virginia. Okay? I am not some mastermind or genius. I'm literally just following what the chart is telling me, which is all based on trend. And I show this every single video. Dave logs in and he goes... He's not saying the prices. I have too much shit to do. I'm gonna go over here. I'll ask him on stage or I'll ask Matt on stage. That's probably the best route for a lot of people. Right? Is where do I look? Am I looking up or down? Are you looking up or down? And then I go, I'm shlong. And he goes, stop talking about your shlong. And I'm like, no. I mean, I'm short and long at the same time. Shlong. And he's like, that's not what you. Damn it. [0:49:31] Dave @DCBK2LA: And then, you know, the station's [0:49:32] Landy @CryptoLandy: been out of control. [0:49:33] MetaBeast @AKCMetaBeast: Thank you, Landy. That's... I will tell them that going forward. [0:49:37] Youngsun Shin @youngsun: Yeah. You can just rest long [0:49:39] Kool @koolcryptovc: and you'll go and go. [0:49:41] Dave @DCBK2LA: You'll look at Moviya checking, like, folks finance allocations, which, by the [0:49:45] Landy @CryptoLandy: way, $500. You were gonna say what it was. [0:49:47] xFactor @xFactorPOL: Landy, I would also recommend you change the the name of your series. Excuse me. [0:49:51] Dave @DCBK2LA: Because I wasn't talking. [0:49:52] xFactor @xFactorPOL: Because I was Dropping schlong. [0:49:54] Dave @DCBK2LA: The hell. I wasn't talking. Vibes, by the way, we slandered you yesterday. Actually, no. Nobody did. I slandered you yesterday. Now what was I saying again? Why was I slandering Vibes for [0:50:06] NatNat @Natnatx007: Because you need you doing? Oh, yeah. You needed, like, ten ten assistant in addition to the chat. [0:50:12] MetaBeast @AKCMetaBeast: Can You said you're fired by [0:50:13] Dave @DCBK2LA: --. [0:50:14] NatNat @Natnatx007: And he said that you were fired by. [0:50:16] Dave @DCBK2LA: Right. Right. But I did say that so that nobody else can throw me under the bus but me. So just so you hear directly from the horse's mouth, you've not been living up to your intern duties and you're... It's fine. You're not fired, but you're on [0:50:28] Landy @CryptoLandy: He said duty. Bro. I'm gonna die. [0:50:32] Voice K: I'm So wait a minute. So the the... You've taken your brief pills and you're about to tell me what exactly... Yeah. I'm I'm looking forward to this. Just give it your best shot. Go on. [0:50:42] NatNat @Natnatx007: I thought so. Thank you very much. [0:50:44] Landy @CryptoLandy: Fives. Five... Dave doesn't know about the puppet protection program that that we were talking about earlier today. So he [0:50:51] Dave @DCBK2LA: There's PPP benefits here? [0:50:52] NatNat @Natnatx007: What kind [0:50:53] Dave @DCBK2LA: of shit? [0:50:53] Landy @CryptoLandy: Because I've never Yeah. PPP I [0:50:55] Dave @DCBK2LA: want PPP benefits, bro. [0:50:57] Landy @CryptoLandy: Yo. Somebody's gotta pull that space. [0:50:59] Dave @DCBK2LA: PPP benefits. Like, shout out to California for, like, literally supporting my entire life for, like, two and a half years when you kept us at home forever. [0:51:07] Landy @CryptoLandy: Just just dropping your swan to the table. I see how it is. [0:51:10] Dave @DCBK2LA: Yeah. Nat, is there no... Nat, is there no law in this in this arena here? What is going on? [0:51:16] NatNat @Natnatx007: Oh, I I... I'm writing up his invoice as we speak. Go ahead, Landy. Keep going. [0:51:21] Dave @DCBK2LA: Landy, better pay this invoice. And by the way, I cc them. [0:51:23] NatNat @Natnatx007: We're at 600, by the way, Landy. [0:51:26] Landy @CryptoLandy: You know what I... You know what I'm gonna do is I'm going to start a show, and it's gonna be about trading. And I'm gonna bring Nat on, and I'm gonna have her teach everybody from the beginning because Nat's one of the most... You you guys take for granted when Nat is talking on stage, when she's talked about things, and I mean you guys, I'm just talking in general. You take for granted that she is probably one of the most accurate traders around. And even I'm going, like, what's she looking at? I would... I need to know if I got confluence or not. Even I'm doing that. Right? So, yeah, like, we're gonna start a little show. I'm gonna invite her on. I'm gonna interview her about where she thinks things are gonna be going and have her show me how she likes to chart it. [0:52:07] NatNat @Natnatx007: Thank you, Landy. I appreciate you. And thank you so much for shouting me out and listening to what I say. I'm like, not this. [0:52:15] Landy @CryptoLandy: Mhmm. Mhmm. [0:52:17] NatNat @Natnatx007: Mhmm. Posted till shit, but whatever. It's fine. [0:52:19] Voice K: Oh, shoot. You're... There was a new post. [0:52:23] NatNat @Natnatx007: Oh, that's a good job Are for [0:52:25] MetaBeast @AKCMetaBeast: you are you aware of what Morgan did recently with the women in web three? And she had a huge, huge space that went for hours. And many, many of the women in web three showed up. [0:52:42] NatNat @Natnatx007: No. I I wasn't aware. I I I do remember that Monica did a beautiful article about the web... Women at web three, and I believe that was picked up by another page that was added to to their website. And she included me in there, and and I forever appreciate that. [0:53:00] NatNat @Natnatx007: You see how she pivot you [0:53:02] Dave @DCBK2LA: see how she pivoted that? She was just like, forget Morgan. She was like, thanks, Monica. [0:53:05] NatNat @Natnatx007: Because I don't know about that space. I didn't I didn't hear about it.... Cat fight. [0:53:09] MetaBeast @AKCMetaBeast: It was it was huge. [0:53:11] NatNat @Natnatx007: It's not a cat fight. I didn't know about the space. I didn't know about the space. [0:53:16] MetaBeast @AKCMetaBeast: I will chew out Morgan for not getting with you. [0:53:18] NatNat @Natnatx007: That's okay. [0:53:19] MetaBeast @AKCMetaBeast: She knows you. [0:53:19] NatNat @Natnatx007: Knows That's okay. [0:53:20] Landy @CryptoLandy: Did did you say that [0:53:22] NatNat @Natnatx007: Are we gonna are we [0:53:22] Dave @DCBK2LA: gonna talk anything about anything related to crypto? The title of the show is literally all things crypto. [0:53:30] NatNat @Natnatx007: Is it? I thought it was Oh, I talked about pi. What about... Can we talk about [0:53:35] Kkoma @itskkoma: the d USD thing? What happened there? Like, apparently, like, depegged, and then now it's fined. Does anyone know about this? [0:53:43] Dave @DCBK2LA: Tell me the dream hack. [0:53:46] Kkoma @itskkoma: The Elixir? No. Like, this Elixir d [0:53:49] Dave @DCBK2LA: u s d. Jesus. [0:53:51] Kkoma @itskkoma: Apparently, it went down to, like, 10¢ and then back to $98.09, but I I don't [0:53:56] Landy @CryptoLandy: know who else. [0:53:56] NatNat @Natnatx007: Know what, guys? It... It's important that the... That we prepare for more of this happening. Right? If the market has stopped, right, and we are going to enter a bear market, I foresee a lot of things happening. Right? Because, you know, the bear markets in crypto, they're not pretty at all. So just have an open mind and make sure you have money on the side, money, and everything else that we have discussed many times during the show. Because if we are entering that that that bear market, just be prepared. [0:54:24] Landy @CryptoLandy: I have a question. Line of [0:54:25] NatNat @Natnatx007: I'm actually very... [0:54:27] Kkoma @itskkoma: I'm so confused because on CoinGecko, it's at 0.009, but on coin market cap, it's at 99¢. [0:54:36] Dave @DCBK2LA: I don't know. What's two decimals amongst friends? You know what I mean? We come out [0:54:40] Kkoma @itskkoma: with in a stablecoin. Yeah. I mean, everything. It's it's giving me Luna vibes, and I'm, like, crying right now inside. So I just wanna [0:54:47] Landy @CryptoLandy: make literally called DUSD. D peg. [0:54:51] NatNat @Natnatx007: It's literally called D peg USD. Death USD. [0:54:54] Kkoma @itskkoma: There's so many so many words you can use for this. [0:54:56] Dave @DCBK2LA: That's actually funny. That is actually funny. Okay. So I did see some other news. We're gonna get into some actual real news today. I did see some great Adam, Adam Back tweets from CoinTel from CoinTelegraph saying dips exist to transfer Bitcoin from weak hands to strong hands. Where have I heard that before? Nat. Right? The patient, the impatient to the patient. Right? Like, the weak to the strong. That's a big deal. That's a really, really big deal. So... Look. I don't know about... With no bear market vibes or whatever. At the end of the day, I'm still buying Bitcoin down here. If we do go to retest, like, I still think there's another leg up. That's just my take, unlike the rest of the manginas up here who will never ever give you what their take is, they're just gonna tell you we made so much money trading. Right? [0:55:44] Landy @CryptoLandy: I'm [0:55:45] Bread @_ToastMalone: I made nothing trading, bro. [0:55:46] Dave @DCBK2LA: That's fine. So then give me a real take. Give me a real opinion on where we think this market is going. For once, we... [0:55:53] NatNat @Natnatx007: Let let me check my crystal ball. Hold on. [0:55:56] Bread @_ToastMalone: If it's red, I buy. If it's green, sell. [0:56:00] Landy @CryptoLandy: Hold on. We be... Steve would hear that? [0:56:03] MetaBeast @AKCMetaBeast: Trying to break out the magic eight ball. [0:56:20] Dave @DCBK2LA: I will... Landy, I I heard it coming. I... [0:56:24] Landy @CryptoLandy: How did you hurt? [0:56:25] Dave @DCBK2LA: Stop it. Where is this? What kind of sit... Nat, what kind of search... You better stop it. This is your your [0:56:33] NatNat @Natnatx007: I'm not the one muting. [0:56:34] Dave @DCBK2LA: I know. You're the one unmuting. I know. You're giving it, like, [0:56:37] NatNat @Natnatx007: a no. I'm not. No. I'm not. But I I did I I did wanna... That... You know what? I did wanna say something to that. So the... Because of the short term volatility that we're seeing, it really does depend on on levels. That's why you hear us talking about it has to break through certain levels in order for it to go higher because if it doesn't, it's gonna go lower. And to be honest, Dave, we're not like a KOL trying to pump our bags. So we're always going to give you both scenarios, and and when most likely, there are chances. What do you mean? I'm I'm [0:57:11] Dave @DCBK2LA: a KOL trying to pump my Bitcoin bag. That's what [0:57:13] NatNat @Natnatx007: I'm saying. What are talking about? Like, guys just gonna mute [0:57:15] Dave @DCBK2LA: my my Bitcoin bag. [0:57:16] NatNat @Natnatx007: I'm just gonna go ahead and mute my mic. [0:57:18] Landy @CryptoLandy: Two two points real quick, and and I'm I'm being serious in this. There there is... We're at an inflection point right now with price action for Bitcoin. Right? So the the downside is is favored right now for the trade, but just as likely, if this area holds, Bitcoin is still within all time highs, for the next air... You know, even a bounce. Right? And it can even make new all time highs and still not go on another leg. Right? It can slightly higher high and all that stuff. So it's very... We're we're getting expansion and volatility on a higher time frame like a weekly, which means that if this holds, you can get that slingshot right back to the top side before an actual bear market or or a swing down. And, usually, people will tell you, well, the market's not that kind and, like, all of a sudden, crap. No. We have professionals trading this market now. They are in full control, and they know how to extract the most amount of value in that arbitrage trade. And don't put it past them to run it right back to the top side, maybe even a little bit higher. But the fact of the matter is is Nat's 100% right. It's very important that we watch the technical levels now because we're within the time frame where if we're gonna have a bear market, we're within that window. Right? And we can't deny that. We can't just pretend and live in la la land and say that it's gonna... You know, 100 k is never gonna break, and then there we are under a 100 k. And, you know, it's being realistic about what's happening with the market, and the the news isn't gonna come out until after everything's already done. All the d pegs and all the projects that fold up and all the liquidity that rolls out and all that other stuff. And and I wanna point something out. You just referenced Adam back, and this is very important. When he says something like this, it's because he's also looking at it going, yeah. It could go down, and it could go down hard. Right? So the... This is this is all in and around timing. But we're also in a much more mature market with more mature players, and they... Dave, you already know this. For as mature as they are on Wall Street, they're the most immature f's that you've ever met in your entire life. So... Look. They're just slightly more mature than the Solana Trench traders. Okay? And the big thing is, though, is they have very large bags to pull from in terms of liquidity, and they do understand how to trade a range. And that's something that has been expressing to everyone here and why we always preach pay yourself first. But when it comes to Bitcoin, what are Nat and I waiting for? We're bullish long term. We've been very clear about this. Very bullish. Very, very, very bullish. Like, you need to get Bitcoin and get as much as you possibly can before you cannot get Bitcoin. Right? Before before it becomes almost unattainable for a normal person to obtain one Bitcoin. Right? Get in and start looking at these levels and just take it step by step. You can DCA. And someday, when it's 500 k or a million dollars eventually, someday long down the line, you're gonna look back at that trade and go, I have so much I can do with this now, and I don't even need to take profit on it. I can use it. Right? That's the big difference between Bitcoin and crypto. It's a completely different animal, and those who don't recognize it aren't going to benefit from it, and they're gonna be chasing forevermore because you're all gonna be stuck in the rotational market. And that's the next big narrative, so be aware of this. And also, Dave, you you know Wall Street. You know if you go and you actually look at those markets, you're a smart guy, you know what they're prepping for. They're prepping for q four to q one liquidity rotation, and then that's going to be all prep for mid cycle next year. [1:01:29] Dave @DCBK2LA: Interesting. I don't know. I guess we'll see. Let's go, Moni vibes, and then I wanna get to the next story. But... Yeah. No. Good take, Lindy, and thank you, Nat. Yeah. Moni, go for it, and then we'll go to vibes. [1:01:39] Moni @monitalan: I wasn't gonna talk about Bitcoin, so we can wait for the next story. I was gonna talk about Polymarket. [1:01:44] Dave @DCBK2LA: Yeah. Same. I just saw the Polymarket. I put the Polymarket news in the... Below. But, yeah, Vibes, anything you wanna add before we go to the Polymarket story? [1:01:50] Voice K: I was wanting to... And do... Don't laugh. It is a serious question. But this long that you're having a short and a long, is it on the same trade? [1:02:00] NatNat @Natnatx007: I'm trying to learn. It's... [1:02:03] Landy @CryptoLandy: It it... It's... So for those that that actually do wanna learn to trade quick. [1:02:08] Dave @DCBK2LA: God. I feel terrible saying that. [1:02:10] Landy @CryptoLandy: Can quick. You slang. It's... Sorry. I lost a long time. But the... You... And I can sit in the trade a long time. But that's basically where in this in this position, I took out a short. I was very loud about it. I was very loud about when I was gonna be taking my short, and I believe, you know, not many others did as well when we took our shorts. And then when when when price gets to a certain level, we start taking out longs against it. Now if you're on the same platform, you do have to do it between two different pairs for perpetuals and futures. So, like, I might take a short on perpetuals and then take a long on futures. Right? Or I'm going cross platforms. On one platform, I'm I'm short. On the other one, I start building a long. And then I have a bracket or an r branch that I can pull from. And then I can always let one side of the trade go. So... And just take profits on one. [1:03:06] NatNat @Natnatx007: So Aster allows you to have a short and a long on Bitcoin, on ETH, and on Aster itself? [1:03:16] Dave @DCBK2LA: Yep. So a lot of them sell us. We wanna lose the fastest $27 in history. Thank you, x factor, by the way. When you guys mentioned Astor, I went over there. Was like, thousand x. I was like, that's DGen. $27. I was like, I'm a call the bottom. I put it at a 100. Went to $99.03. Got liquidated at $993.50. You gotta love that luck. Anyways, hold on. We had we had Shin come up. I just wanna say what's up before we go to the poly market story. But, yeah, there's massive, like, big big Google news. But, Shin, welcome. Welcome to ATC. How are you? [1:03:52] Youngsun Shin @youngsun: Hey, guys. Good morning. Good morning. [1:03:53] NatNat @Natnatx007: It's a [1:03:55] Youngsun Shin @youngsun: super early morning here in Korea. Just kinda got up to start, my Friday. How's it going? I was rugging, the previous time you put me up on the stage, so I had to go out and come back. But... Yeah. What's up? I I I saw the poly market news right before I went to sleep, and then I come back, the timeline's full of it. Yeah. [1:04:21] Dave @DCBK2LA: Big news. Big news. So let... Let's fill everybody in and shouldn't hang out, definitely. And welcome to ATC. I don't think we've ever had the pleasure of speaking. Just shot you the follow, man. But, yeah, welcome. Google Finance adds prediction markets data in new AI powered update. So they are now going to include Polymarket in search results. The update brings real time forecasting data from Kalshi and Polymarket to Google Finance as more major platforms move into the growing prediction market space. Guys, you heard how adamant how adamant X Factor was. We talked about it here. We broke that story. The $2,000,000,000 investment, obviously, from ICE, parent company of the New York Stock Exchange, and the $9,000,000,000 valuation. Like, X Factor was adamant, like, this... Like, add a couple more zeros because this is just the beginning, and I think a lot of us were were really, like, in agreement with him, when it when it came to this. But this is really, really, like, big news. It says the feature is part of an AI powered revamp of Google Finance, a free web service by Google that provides real time financial market data. The upgrade also introduces deep search driven by its Gemini models, which, by way, think there's a new Gemini model coming out in the next, like, two, three weeks. Polymarket founded in 2020, a decentralized prediction market on Polygon. Users trade on real world events, while Kalshi founded in 2018 is a US CFTC regulated exchange offering events contracts within the traditional finance system. Both platforms allow users to wager on a wide range of events, sports, and political outcomes to more unconventional questions, like Trump declassifies UFO files before 2027, and will Zoran Mamdani freeze New York City rent next year? And y'all know how the whole election turned out. They were heavy 96% to 4%, if you guys remember, on the Mamdani win, and it wasn't even close. They called that to the tee. So terrible for us New Yorkers, big win for prediction markets. Yeah. Moni, go for it. I don't wanna hear cool, hear cool in that. [1:06:13] Moni @monitalan: 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, and one is the value of the data and how all of these LLMs are gonna be looking for that data and gonna be making deals. But the other side, it's already being used. I think we talked about how Bank of America has said that they already use data from Polymarket for their reports for clients. So we know TradFi is already using the data. Now Google is gonna add it, and I think you're gonna see a lot more. Just like Reddit did the deal with with Google and OpenAI, I think you're gonna see these prediction markets make similar deals with a lot of these LLMs. [1:07:07] Dave @DCBK2LA: Agreed. I agree. And looking at this now, they also put a statistic from Robinhood and said Robinhood prediction markets just crossed 4,000,000,000 event contracts traded all time with over 2,000,000,000 in q three alone, and the growth was staggering just from August until now. It was an additional 2,000,000,000 contracts, and they use... And Brett obviously is super familiar with this. They're using Kalshi. Right? So that's essentially, like, where they're pulling from. So this is monster news. Yeah. Cool, Nat, and then Brett, I I definitely wanna hear your take also. What are you making this, this this Polymarket news, where are we headed with prediction markets, man? This is create... Like, this is something. [1:07:44] Kool @koolcryptovc: No. No. I I... It's it's big news. I mean, there's not too much to say about this. I think it's, this might be the most successful crypto project we've ever seen. I I I... It it is... It... I've... I mean, it's mind bending. We we... We've been looking for mass adoption, not realizing it was right there in front of us, man. I mean... So I don't... I I think but I think what what I'm trying to figure out is how how how do we benefit from this? You know, are they gonna IPO? Are they gonna launch a token? But I don't know. But this is... This platform is crazy, man. And the fact that you're you're hearing people from Wall Street talk about this. We saw Tom Brady talk about this on national TV. It's just mind bending. They helped basic... Basically predict the winner of the election between Trump and Biden last year. I... Like I said, this platform, they've made it, man. They've they've actually made it, and I just hope we get more apps like this that will bring more users to crypto, hopefully, in the future. [1:08:46] Dave @DCBK2LA: Yeah. And, Moni, I actually voted on your poll. I don't know what... I think it's just crypto and Twitter people being lazy. Every time there's a poll, it's always the first choice that gets the majority of the votes. That's how lazy people are to, like, literally, like, move their finger down, like, half of a millimeter to vote for the thing that's real. If people think Polymarket's gonna launch a token before an IPO after essentially she was selling... Raising money from ICE, the parent company of the New York Stock Exchange, are you high? Like, that is insanity. Like, people really believe that that's the case. So, Moni, I'm with you. There's... Like, Polymarket token, good luck. Go start air... Like, farming, whatever you think you know. Like, get on Robinhood, and then maybe you can maybe see one of these I... These IPOs that Nat and and Gamer are always talking about and try and get access that way because y'all are high if you think Polymarket's launching a token. [1:09:37] Moni @monitalan: Because the other part is yesterday we talked about how they're adding fees. Right? So they're obviously trying to show how they are bringing in revenue, and you don't need that for a token launch [1:09:49] Dave @DCBK2LA: Right. At all. [1:09:50] NatNat @Natnatx007: Right. I said... [1:09:51] Dave @DCBK2LA: Like, guys, Nat, we're just... And I'm... You... I want you to know right now, MetaMask announced... Don't forget. MetaMask announced plans to integrate Polymarket. Don't forget Sam Alpin's world app. Right? Like, they've integrated Polymarket into their app. Gemini is gonna be integrating it into their exchange. Right? They're gonna be offering services. This is growing at a ridiculous pace. So it's crazy. But... Sorry. Go ahead, Nat. [1:10:14] NatNat @Natnatx007: Yeah. I was just about to say that they're actually going... Growing very quickly, and I don't see them stopping anytime soon. If... Look. If a company is going to value them at billions of dollars, right, it's because they see a lot for them, and they know stuff that we don't know. And slowly, slowly, I feel like, the community or the investors, we're we're going to become aware of everything that they're doing in the background because trust me, this... I believe this is literally just the surface for for Polymarket. And and with regard to whether they're gonna launch a token or or an IPO, I'm 100% with you guys. I I mean, them launching a token never crossed my mind. In my mind, it's always been an IPO. [1:10:52] Dave @DCBK2LA: Facts. Yeah. I mean, I I I don't know where people are living. I mean, you have a terrible pulse on this market if you really think that Polymarket's gonna say, let me launch a token as opposed to literally launching on the biggest financial exchange on the planet. I mean [1:11:09] NatNat @Natnatx007: They're gonna launch a to [1:11:10] Dave @DCBK2LA: not even [1:11:10] NatNat @Natnatx007: a token on Solana. Imagine. Can you A [1:11:14] Dave @DCBK2LA: a pump on Polymarket. That's just crazy. Chin, I would love your... Oh, sorry. Brett, I wanna hear your take, and then I'll go over to Chin and see what he has to say. But, Brett, this is obviously big news. You know, given what you're doing on a daily basis, everything you're building over at Billy Betts, but what's the take here, bro? Talk to [1:11:30] Bread @_ToastMalone: Well, yeah. I mean, they'll do both, bro. They'll have an IPO, they'll have a token too. Like... But, like, I I don't... There's no reason why they wouldn't be able to have both. You know what I mean? They're already operating on chain. Yeah. So it's like it wouldn't be that difficult to essentially create some sort of either flywheel or buyback and burn or community distribution or... You know what I mean? Like, to generate more fees now that they're charging, you know, the the fraction of a penny. Right? You know? So, like, ultimately, like, I I think they'll have both. You know? Obviously, not confirmed, but, like, my... I wouldn't be surprised. You know? Other than that, did the Google stuff? That's crazy, bro. That's, that's interesting. And just like the NHL, you know, they, Google is now the official partner for Calci and Polymarket. So it's gonna be interesting to see what the... What exactly data they're showing. You know? Because, like, what's... I mean, is it gonna be based on search relevance? Like, how are they going to ultimately, like, identify the markets that are the most relevant to whatever you're searching? You know? It's gonna be interesting to see. From what I read, looks like it's just going to be financial data. So I assume it's kinda like if you just Google any ticker, you know, it's got, like, a little custom header top part that, like, for your search that shows you, you know, all the stuff. Same same shit, different file. You know what I mean? It's gonna be the same thing now with Cali and PolyMark. It's just gonna be a little widget inside that thing whenever you search a ticker. For now, we'll see if they can ultimately utilize AI correctly and fuzzy matching and all that good stuff to maybe actually show you, like, based on your searching, you know, like, you know, the bedside table. It's gonna be like, oh, do you think that IKEA is gonna beat expectations this quarter? You know, it's gonna be like, oh, I hadn't even thought about that. I just need a new table next to my bed, but I guess I'll throw $5 on you. They'll beat earnings. You know? We'll see. We'll see [1:13:29] Landy @CryptoLandy: what happens. [1:13:30] Dave @DCBK2LA: Yo. So great take. Thank you, Brad. That's amazing insight, actually. Really give... Great insight. I would have never actually known any of that shit. Like, how are they actually gonna integrate it? What is it gonna look like? But here's where... Here's kinda where my head is at is when the New York Stock Exchange gives you $2,000,000,000. Right? Like, there's a plan in place. And the plan, in my opinion, is Polymarket is going to bring in a... Like like Kul just said. Right? Like, onboard the masses has been right in front of our faces. The fact that it's the New York Stock Exchange that brought this on, I don't even think that it's polymarket that's the play. I think it's, real world tokenized assets. Right? Stocks, bonds, equities, and financial instruments. Because now once you have the whole world on Polymarket making bets for this, this, and this, now it's so easy to tell them, hey. We're transitioning to a twenty four seven completely tokenized marketplace on chain, instant settlement, and there's built in... Like, you now have a bazillion users already on Polymarket. Like, that makes sense to me. You know what I mean? Like, that to me, I'm like, okay. Like, this genuinely... Like, this makes, like, logical business sense of what the next step could potentially be. So I don't know. That's maybe just maybe where my head goes. I don't know if I'm looking at it, like, differently or crazy, but I just think $2,000,000,000, you're not just talking about, hey. Let's make some bets on some random shit or sports games. Right? Like, you're saying there's a much bigger plan. Yeah. Selling the data is amazing, but I think there's a much, much bigger play here. Yeah, Brett. Go for it, and then I'll I'll go over to shit and then Landy. [1:15:09] Bread @_ToastMalone: 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 normally you would get equity, you would get shares, and sometimes they do equity matching, you know, to where it's like now you're buying shares of the company, right, for, like, an IPO. And, like, that's great. If you're working for the company, chances are you're sort of a degen. And if you had the option to take the tokens instead because they're just tokenized shares of the company, you know, with a higher volatility and a higher risk, right, just like you can do the same thing with your own portfolios, you can ultimately, even your managed portfolios, you can be like, nah. High risk. You know? Like, I worked for Costco for, like, almost a decade. You know? And everyone called me crazy in HR because I had, like, a 100% of my four zero one k and matching just going straight to the stock. Nothing else. Just a 100% into the stock. And they're like, yeah. It's a... You know you know you're in a high risk position. Right? I'm like, yeah. Totally. Let's go. You know? And so, like, I really think that, like, on our generation entirely, you know, and and the younger generation, like, if they had the option to be like, well, I guess I'm gonna take the higher volatility because I can cash portion of it out later this year versus having to wait five years in retirement and have full matching contributions and blah blah blah. And while doing that, you're you're essentially incentivizing your employees to do that, and now you're not distilling the actual shareholders on the IPO side that ultimately wanna keep all of their shares, and they want number to go up too. But, you know, essentially, it's like two... Look at it like two different LPs almost. [1:16:45] Dave @DCBK2LA: Yeah. Great. Really good stuff. Yeah. I... Bro. I'm... Yeah. I'm liking this, bro. Like, I like learning on this space, especially when I'm not babysitting. Shin, talk to me. What do you think? What do you make of this whole... Of all the polymarket stuff? [1:17:02] Youngsun Shin @youngsun: Well, I think it just naturally makes sense if they go IPO because, you know, basically, when they start generating revenues, it makes sense. And, also, not only that, I think one of the things that would actually make it attractive is this cultural relevance. Right? And I see that's the part where it's, like, really taking, traction. I mean, you know, we saw, like, Joe Logan and Elon Musk talk about it, you know, topics, they're like, you know, polymarket has a watch. So, like, you know, when things become that culturally relevant and people start saying, hey, you know, like, what does polymarket have? You know, whatever kind of topic you see, be it like elections or sports, or whatever, If we're starting to look at, like, pulling market for basically some of these prediction data points as a, I would say, at least an accurate collective, you know, prediction barometer, I think it has a, like, it has a chance to basically have that, significance to, mass adoption. Now onto the topic of the token. I think if if they were to have a case for the token while shooting for a certain type of, IPO, it, I think, needs to have a very specific, utility or use case to legitimize the existence of a token. It probably cannot be, like, some random governance or just like a a proxy token that serves as a, I would say, like a quasi equity or like a proxy equity because that would mean that there's a redundancy. Right? So I don't think that's the pathway that they'll take should they decide to do a token. But I do think there's a case for it. For example, if you think about if you think about the current pulling market prediction, what kind of predictions there are, it's not necessarily super decentralized. I I just thought about, like, what if there's, a hype model for a pulley market with the tokens? So you're basically... Like, if you burn certain amount of pulley token, you're able to put up a prediction, on a decentralized manner. And then that could actually, really kind of, like, kick start the utility of the token to have, like, more prediction cases. And then if... I mean, like, obviously, I don't think there's gonna be no filter, so there... There'll probably gonna be some, like, review process to get that done. But, if there is that, route where people can kind of put up a a a creative and interesting prediction cases, like binary options that make sense and that makes sense for volumes to be generated on Poly Market, I think there is a case for Poly because, it's the same way that the hype gets used to kind of do listings on Hyperliquid. And, for example, I watch League of Legends. Right? And I see, you know, basically, if I if I see, like, the League of Legends prediction, there's only cases where, you know, game one wins, like, who wins or, like, you know, who wins in general. But, there might be cases where we predict that if there's gonna be a certain action during the match or a certain scenario that happens. For example, like, doctor Mundo, which is one of the champions in, League of Legends has been super trending. And one of the guys, in t one called owner has just, like, very impulsively used it on one of their quarterfinals without having practiced any of it, and it's gone super viral. Now what if I can put up a predict... Prediction, say, you know, owner's gonna pick another doctor Mundo during those, like, five games, which is a super fun stuff and something that is it high stakes. And if that kind of gets through and gets generated, like, I can get a piece of that pie by kind of putting, like, burning pulley and and putting that up up on, like, a prediction binary option. So this is just my imagination. But, like, if they were to have a token, it really needs to have these type of real use cases. Otherwise, I don't think it makes this... It makes sense, like you said. [1:21:24] Dave @DCBK2LA: Super interesting take. Yeah. I mean... But, like... I mean, yeah, we could tell that you're also partially degenshin the burn to launch, to launch a prediction market. Yo, Brett, I'm... And I'm curious, Brett, how... Like, how much does it take to launch... I'm not familiar with this. Right? But, like, I'm assuming there needs to be initial seed liquidity. I think, like, on Myriad... What the Myriad team told us was, like... It's, like, 4 to 10 k or something like that. Do we know what it is on Polymarket? Is it roughly the same? Or [1:21:53] Bread @_ToastMalone: Yeah. I think it's about the same. The... I mean, it gets liquidity quicker after it's seeded on Polymarket and Cauchy. You know, so problems that you need you need volume to be moving through it, and it's one of the problems that, like, a lot of these smaller PMs have. It's it's... A lot of the problems in prediction markets right now boil down to liquidity or lack thereof liquidity. You know? But it's also depending on, like, how you structure your your PM. You know what I mean? So, I mean, there... There's plenty of ways to do it with just even splits. You know? There's... You can do it on just, I mean, just a single smart contract. You know, you can set up these markets that are just like a fifty fifty, one yes, one no, and you don't even need to seed those. They're just user funded, essentially. You know, deposit bet a dollar, dollar sits in a pool. And one time expires or whatever happens, you know, however the market's settled, you just take the losing pool, put it to the other half, and split it out, you know, based on whatever people put in. You know? And so there's... There... There's there's ways to do it, but, you know, it it really just boils down. So we have how much are you trying to move through your prediction market? Like, what's what's the liquidity needed for the volume you're trying to achieve? [1:23:12] Dave @DCBK2LA: Yeah. And the one thing I also remember... And and, Shane, I picked up on this when you said it, like, kinda binary options, but the one thing you've always been harping on us to us was, like, how does it settle? Right? Like, the settlement is obviously gonna be a big deal also. So prediction markets are... They're a... They're an interesting, interesting tool, man. It's... Like, I'm really... Like, I'm fascinated by the whole the whole arena. Obviously, there's massive value in it. So, yeah, it's gonna be really, really interesting to watch. Laina, did you wanna chime in on this before I go to the last, the last story? I want us to talk privacy coin and privacy tokens real quick. [1:23:45] Landy @CryptoLandy: I was just gonna say that, you know, kind of concur with others on stage that I think that IPO is the best route for them. Look. They announced what they're gonna do for revenue. Right? And even a fraction of flows, that revenue is gonna be massive. I like the the thought of employees there. Actually, instead of, you know, any kind of equity that's redistributed, they just take and just, you know, just bet it off on predictions because that would be hilarious and or get an AI agent that they partner with to have it bet on predictions for them and see how fast their portfolio either nukes or goes to the moon. But, yeah, IPO, you can see the signs of a roadshow. So for anybody that's familiar with IPOs, the roadshow's already in. The the... They've already been valued. Right? So now it's just about wrapping everything up for an IPO and launching that and and pitching that. I think I think it would be to their detriment at this point to launch a token because I think the window would have been earlier. Right? And then now it it... It's something that they could think about or consider after the fact. But I would go full IPO route this... At at this point. [1:24:58] Dave @DCBK2LA: Copy. Very cool. [1:25:00] Kkoma @itskkoma: The... So we know that Polymarket's on Polygon. Like, does Polygon... I mean, outside of, like, exposure and things like that, like, what's the what's the main, like, main benefit, or do we see any huge benefit from just, the Polygon ecosystem from this? Like, is it... Like, are people gonna be aware about Polygon as, like, they, you know, start gravitating more towards Web two people that wanna just, like, make predictions? Right? Like, do you think there's any incentive to even have people care about crypto if they're just gonna go the IPO route and all that stuff? Or is it just, like, maybe, like, masked points that just uses Polygon under the hood? Like, I'm just throwing out ideas. So, like, curious what other people think about that. [1:25:43] Dave @DCBK2LA: Yeah. Shin, go for it. [1:25:44] NatNat @Natnatx007: Didn't Poly Okay. What are talking about? I was gonna say... Sorry. I was just gonna [1:25:47] Moni @monitalan: say, didn't Polygon invest in Polymarket? So there's some [1:25:51] NatNat @Natnatx007: Right. I mean, from a... [1:25:53] Kkoma @itskkoma: I mean, they they have their own, like, like, Polygon, like, I guess, investment fund kind of thing. But... Yeah. And I... I'm just trying to see what the long term vision is from a, like, [1:26:03] Youngsun Shin @youngsun: 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 seen any end user that I served throughout my entire career that cared really about whether my app or, like, my service is using Swift or TypeScript. No single user has ever cared about that, which means, like, would end users that are predicting the prediction market really care whether it is on Polygon or Solana or whatever the shit, like, you know, chain that they're on? They would care, but they would only care about the actual settlement speed and the contractual, tie. Right? So if it makes sense for them to have it faster, they would care, but they would not know, that we're changing chains. Like, if we change our script language from a cert a language to b language and it becomes faster, they would love it. But they don't need to know that we've changed the language on the back end. And, like, basically, that doesn't necessarily need to be a huge news. It just needs to be basically, hey. We've gotten, you know, x much faster, because we did this, like, technical stuff that you don't need to know, but it's gotten faster. That's all they need to know. And, like, being on Polygon, you know, it's one of the choices that they probably did. I don't think, basically, they will have a huge need to change, it to another chain at this point just because there's not much delta to gain, especially if they're shooting for mass adoption and IPO. Like, you're not catering to this, like, niche web three audience. Then, like, what's the need for, like, having to cater to those audience and care about, like, what's trending on on the on the small audience that we have. That's just my take, basically. But you'll understand because you're like a developer as well. [1:28:08] Kkoma @itskkoma: No. I I agree. And that's kind of... I was... That's what I was trying to see. Like, is there an incentive? [1:28:12] Kool @koolcryptovc: But I'll I'll be curious [1:28:13] Kkoma @itskkoma: to hear what other people think as well. [1:28:15] Dave @DCBK2LA: Yeah. Lindy, go for it, and then we'll go over to Brett. [1:28:18] Landy @CryptoLandy: Yeah. Look. At the end of the day, the only thing the investors care about is is it making money? Does number go up? And they're not gonna care. This is beyond the the Polygon chain. Polymarket has entered into a mind share all of... All its own, and the underlying rails don't matter. And more and more as we move forward in this space, the underlying rails are not gonna matter. It's all about the the product market fit and, the solutions that that product is providing for or the service that it is... The service that it's providing for that particular market. And in this case, they could literally do anything they want on the back end as long as the front end is running and still generating, for those, especially in an IPO setting that are going to be, investing in it. Right? And and maybe things like underlying tech changes will matter during boardroom meetings, but that's not gonna matter to the layman investor or the people utilizing the platform. So I I think that Shin said it perfectly. It it it does not matter. And they could even launch a token, and it still wouldn't matter because we're... We just have bridges everywhere anyway. Like, it's just bridge it over here, liquidity pool over there, centralized exchange over here. Doesn't matter. It's... We're gonna get to that point much faster, I think, than people think. But, yeah, how the sausage is made doesn't matter anymore, in my opinion, in that world especially. [1:29:44] Dave @DCBK2LA: Good take. Yeah. Fred, go for it. [1:29:49] Dave @DCBK2LA: Fred? [1:29:50] Bread @_ToastMalone: Yo. I... Yeah. Totally forgot. [1:29:54] Landy @CryptoLandy: My bad, bro. [1:29:55] Dave @DCBK2LA: You're good. You're good. You're good. Listen. Gonna be interesting to see how this whole prediction market thing plays out, but, I mean, this is a runaway free train at this point right now, and I'd be very, very hard pressed to see any sort token. Yep. Ding ding ding. Thought came [1:30:11] Bread @_ToastMalone: back before. I remembered. I remembered. Yeah. About Polygon. Right? I think it's just gonna stay enterprise side. That's it. That's all I had to add to that was that, ultimately, the people that are moving, like... And trying to operate on Polymarket, they'll never know anything about Polygon for the most part, you know, other than it's like, oh, yeah. It's like it's like how many of you know anything about SAP or ERP companies? Or for the fact that, like, 90% of the entire global retail market utilizes ERP and and SAP for their back end stuff. Right? Like, nobody gives a shit. Right? So, like, ultimately, it's gonna be the same thing with with Polygon. All the big companies and the corporate, they've been in bed with the corporate companies for, you know, mean, since the beginning, you know, 2020, 2021, you know, is everybody was using Polygon as, like, the preferred l two for low gas and blah blah blah. And, you know, ultimately, it'll just stay enterprise side. [1:31:05] NatNat @Natnatx007: Dave, I think we lost Dave. Go ahead, Chen. [1:31:07] Dave @DCBK2LA: No. I'm here. I'm here. Go ahead, Chen. [1:31:09] Youngsun Shin @youngsun: Yeah. So, I think, basically, I agree to the point where, like, people will care very less about, like, the back... Like, the basically underlying tech or, like, the infrastructure. But I do think, in this specific case, Polygon will benefit, like, immensely from Polymarket being basically listed, IPO or even, get, like, more mass adoption because, number one, there's there's a name attached to it, like Polymarket. And and, like, obviously, Polygon is going to benefit off from it. If we imagine these underlying infrastructure versus the actual tech and how people use it, we see cases like Intel. Right? You know, they... It's it's a huge marketing, basically, bible where they use, like, a pull strategy to have people want Intel in their computers, even though it really didn't matter that much to them on a performance basis for, like, you know, like, long tail retail users. Like, it really didn't matter for them because, you know, otherwise, even if they use AMD, they still don't use, like, 100% of their CPU anyways in most cases. But they still wanted Intel because the Intel's branding has made people want the end computers to have Intel chips inside. So that's number one. I think the same case kind of, I think, not exactly the same, but is, evident in NVIDIA's case with, like, a lot of AI development. So from a Polygon's perspective, it's really important to have Polygon implemented or used by one of these mass adopting technologies or apps or, like, front serving user bases. I mean, you... Front front user base serving, platforms, to utilize Polygon. So I think the competition will be there. It's just that the end users might, like... You know, to... You have... Like, from a Polygon's perspective, you have to make the end users care that Polygon is something relevant so that, like, having Polygon is beneficial for them, like, on a branding basis. But for a pulley market, I think it doesn't really matter that much. [1:33:17] Dave @DCBK2LA: Great take. Good stuff. Yeah. Shin, amazing insight, bro. You gotta come back here more often, dude. Yeah. Moni, go for it. [1:33:25] Moni @monitalan: Yeah. The only other question I would have is, [1:33:29] NatNat @Natnatx007: coming to your point, [1:33:29] Moni @monitalan: I mean, what doors is Polymarket now opening for Polygon? Right? We know that, Robinhood worked with Arbitrum for the tokenization of of stocks. Does this open the door for Polygon to go to the New York Stock Exchange and try to work with them? Right? That's one of my questions. Like, are they facilitating that access so that Polygon is positioned to really compete in this space? [1:33:54] Kkoma @itskkoma: It could build some trust. I mean, I think that's kinda what Arbitrum is doing with Robinhood as well. Right? Eventually, even with Robinhood, they're gonna make their own chain. I forgot what's called, like, Orbit or something, Arbitrum Orbiter, or, like, the l two to l three or something like that. So, yeah, it's it's... There's a lot of possibilities there. [1:34:14] Dave @DCBK2LA: Yeah. And, Moni, I honestly think, like, the the the real... Like, Poly market is is literally just kinda the Trojan horse as... Go figure, a $2,000,000,000 Trojan horse. Maybe that's the wrong terminology, but, like, I think, like, prediction markets is the thing that they're gonna essentially use to onboard. We hear how massive the RWA market is going to be in tokenized equities, stocks, twenty four seven markets. You see Charles Schwab, right, releasing news that they're gonna be real... That they're coming out with their full crypto platform in early twenty... Q one of twenty twenty six. I think this is all moving towards everything being tokenized. We hear daddy Larry all day every day at BlackRock, like, on CNBC being, like, tokenized every single thing. Put every single financial instrument on the blockchain. Like, this is going to revolutionize it all. And every every day that I'm in these spaces, I hear the RWA potential market by '20 by 2030 go up. Right? Like, people are like, there's 25,000,000,000 on chain now. There's gonna be 20,000,000,000,000. Somebody in the in the space this morning said there's gonna be a quadrillion dollars by 2032. I don't know if that's real. I was a sovereign wealth manager, a former sovereign wealth manager in Abu Dhabi. So I don't know. Right? Like, I just think, like, this is... It's here. People really need to start paying attention to what poly market is because they're gonna start seeing more and more of it. And there's a real opportunity, I think, to be able to get ahead of this stuff. And, Nat, what you put us onto with Robinhood and and and they will IPO. They will IPO. Like, I'll go on record to say that before until you see any sort of token. And... Yeah. So, you know, having the ability to be able to take part in some of that stuff, this is what we want. Right? This is what we this is what we love, but great stuff, man. Really amazing combo. I did have one other topic that I just... I wanna just get general consensus from you guys on. What's the what's the feeling on privacy coins? Right? We see Zcash now, $530. Zcash has not stopped. It was $30, if you guys remember, like, three weeks ago. Legit. Zcash, you see Dash now taking off. I personally bought a bag of Mina. I'm like, maybe, like, the Infraplay, like, could be actually something, right, like, on Coinbase. And these are the things that are bucking the trend. Right? Like, when you see Bitcoin taking a hit and the whole market being red, it's privacy in the green. All of them. I mean I mean, ZK was in the green. Mina was in the green. Zcash, Dash, a lot of these are are here. I'm kinda curious on your guys' take on the whole, like, privacy coin meta. Cool? Hey. Number one, do you still hold your ZK Sync airdrop? And what do you think of the the the privacy meta? Cool spent a lot of time. He spent a lot of time on ZK Sync. He he put in, like, years of work for that airdrop. I'm just saying. Nat, are you doing anything on the on the privacy side? [1:36:57] NatNat @Natnatx007: Yeah. I have some Litecoin, but very interesting enough, I don't know if we if we mentioned this yesterday. I think I did. I mentioned it at the beginning of the space. I did some research in in regards to a comment that was made in one of the other spaces, that I was in with comparing the running or, the uproar in privacy narrative when, Bitcoin is about to, enter a bear market. And I researched this heavy, and I even asked Grok about it. And Grok concurred with this based on all the research that was done. Right? So, typically, we see, Zcash and other privacy narrative tokens. They run, at the at the at the end of Bitcoin's bull run. So this will be very interesting to see how it plays out. Right? But I do have a bag of Litecoin, and I do... I I I did see the the Mina play that you posted. I didn't get in, but it seems like a really solid play. How high these, this... How long will this narrative play out or how high these tokens will go? I have no idea. But in the meantime, if if you guys did get into Zcash, congrats because it has been on an absolute roar. Right? And and you know what? I I I do I do foresee something like this catapulting or influencing all the privacy tokens or all the privacy narratives. So it'll be very interesting interesting to see how it all plays out. [1:38:17] Dave @DCBK2LA: Yeah. Shane, I'm curious on your take. Like, are you doing anything on the privacy side, like, looking at these privacy coins? [1:38:24] Youngsun Shin @youngsun: 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, as a head of product right now. And, if I see a lot of these, like, on chain activities being 100% transparent, I think there is sometimes an issue because a lot of people don't want to expose their financial informations as much. Right? And, like, to have a wallet basically attached to your identity and to have people, like, watching you twenty four seven on your... All of your transactions might not be it. So I think there's definitely a case for privacy coins and certain level of, like, privacy masking on your activities on chain. Because if you're on a central exchange, you don't need to necessarily basically expose yourself on every trade. Not that it's good or bad. I'm not judging anything here. But, like, people maybe don't want to expose that they've lost six, like, figures, yesterday. Right? And on chain, like, exchanges would expose that, like, 100%. And then, like, people will get to you, like, trying to con... Like, you know, give you, like, consolation, but, like, sometimes you might not want it. So, basically, there's... That's the high level case that I see for PrivyzCoins. Outside of that, like, I haven't, like, dug deep into basically the area enough for me to, like, say more than that. [1:40:03] Dave @DCBK2LA: Great take. No. It's good stuff. It's really good insight. Moni Koma, and then we could wrap up. [1:40:11] Moni @monitalan: Just real quick. I wonder what this means for billions. [1:40:14] Dave @DCBK2LA: Interesting. [1:40:15] NatNat @Natnatx007: Putting it out there. [1:40:16] Dave @DCBK2LA: Yeah. I mean, like, attaching privacy, attaching, like, your on chain identity, being able to just prove that you are a human, especially when it comes to the world of agents that we're gonna be living in. Yeah. Gonna be interesting. Isn't this like an IDOS thing too? I don't know much about IDOS, but, from what I gather. But we'll see. Yeah. Coma, go for it, then we'll go to Landy. [1:40:37] Kkoma @itskkoma: Yeah. I mean, this is kinda random, but kind of us, I guess, related. The... Young Sun Young Sun actually works at Flipster, and Flipster is doing a Kaido yapping campaign. So maybe in another space, we could ask him more about this, like, 20,000 price pool thingamajig. So because you mentioned the... That you work at exchange, I I think it could be a worthwhile conversation. Maybe not now, but later. [1:41:04] Dave @DCBK2LA: Love golf. Cohen doesn't miss a beat. [1:41:07] Youngsun Shin @youngsun: Yeah. Yeah. I mean, like, just to put that with the previous coin part, I think we did integrate, our data, pipeline into Kaido. So what we did, which was a little bit different from, other type of leaderboard that exist, A lot of leaderboard had implemented on chain activities to be basically reflective of your rankings now because there's a lot of, like, just, like, bot farmers that are just trying, you know, trying to take advantage of how Kaido works and how Kaido rewards Mindshare. But, what, people start to do is basically to implement certain level of activities that needs to be mandated to... For you [1:41:45] Dave @DCBK2LA: to get, like, any type [1:41:46] Youngsun Shin @youngsun: of reward. Right? What we did, for, Flixter was basically to have your, exchange trading volumes or activities, be reflected on Kaido leaderboard directly. So if you go to our Kaido leaderboard, search Flipster, like, almost, like, everyone on the top 10 who gets the tier one reward is basically real user. Some of them were not. They signed up. So, basically, it's a flywheel that we're trying to create through this because I see that only when you are a real user, then you're able to create better content. You can't theoretically just make things up. So that's what I thought. Like, if you're creating content for us, like, you should be our user. If you're just speculating, you're also a valid, like, content creator, but we won't value you higher than people who are actually using us because they have real insight. So that's number one thing that we try to do. On a privacy perspective, we kept it minimal. So we kept it very binary. So if you are crossing a certain volume, you get, like, a binary badge, like a yes badge that would boost you, but it doesn't necessarily expose you 100% on, like, how much volume you're doing or, you know, like, how much, PNL you're having at at yet. And even if you do, like, we go through, like, an agreement process where, like, everyone has to agree to having those data flow into, Kaido for for you to, like, take, benefit off from it. [1:43:18] Dave @DCBK2LA: Good stuff. Yeah. That's really good insight. Coma, you really don't miss a thing. Thank you, Shin. Appreciate you. Lindy, go for it, and then we'll wrap this up. [1:43:27] Landy @CryptoLandy: Yeah. Regarding the privacy coins, that makes a really good observation. You know, this is something that that we saw last cycle for things like Zcash, Litecoin, Dash, and the rest. Although Dash had had a better market structure than many like to admit, but we also... Most people forget history. See, Cash opened at $30,000 of token. So... And then it distributed down to $20. So, you know, this this run is a long time coming for these privacy tokens. The renewed interest is because of all of the things that Shin just laid out. And it's also... Has a lot to do with the conversations that are happening in Washington DC. You might know who Charles Hoskinson is, and you might know a little bit about what he's now involved in with the Knight token, is the Midnight Network. And this is, you know, a network that is, you know, being talked about as as it's launching in Washington. And and it brings up a lot of the privacy side of things because institutions need a certain measure of privacy. We expect a certain measure of privacy. And if we're gonna be bringing this all on chain, you know, it's like, if you got, you know, income and and and expenses coming in and out of your personal checking account and we're moving all in this direction of blockchain, there has to be some measure of privacy from the the corporate side to the to the personal side and the banking side. So, we're we're likely gonna see this narrative continue to kick up, but also beware of what Nat just said. You know, we're seeing a lot of the stars align. Doesn't mean it's over, by the way. But we are seeing some of these these stars align, for things that we've seen in prior cycles in the rotation of how things kinda go. I think this is just another narrative on the path to more crypto adoption, and I think that this is a conversation we absolutely need to have. And I'll I'll throw this in there for next week. There's a big conversation happening right now and a lot of fear around some quantum stuff that's been happening in the background that not many are paying attention to. [1:45:47] Dave @DCBK2LA: That's a very good point. Yeah. Like, nobody's talking about the quantum the quantum thing, and we need to have that conversation. I've just been dreading it because talking to you about Bitcoin. I also did read some stuff because I know what you're... It's like, listen. And we're gonna start talking about all this real techy stuff. [1:46:03] Landy @CryptoLandy: But I... You... Yeah. [1:46:05] NatNat @Natnatx007: You know what token is quantum resistant? [1:46:09] Dave @DCBK2LA: Hey there. [1:46:10] Landy @CryptoLandy: Okay. Okay. By the [1:46:12] NatNat @Natnatx007: way I just thought I'd throw that in there. [1:46:15] Dave @DCBK2LA: I'm even gonna fight your back right now, but go ahead, Colma. Go for it, then we'll we'll wrap this up. [1:46:19] Kkoma @itskkoma: Actually, I... If it's not too long of a conversation, like, why why can't... Why do we need privacy coins if you could just create, like, subnets? Like, can't each, like, bank just create their own subnet and just keep it exclusive to their own [1:46:37] NatNat @Natnatx007: That is like... Yeah. I'm just That is a great question, comma. Yes. I mean, why would if they do that? Right? [1:46:45] Kkoma @itskkoma: Well I mean, this is But they there's other limitations to don't know. Yeah. Yeah. [1:46:49] Landy @CryptoLandy: No. They're... They are gonna do that, Koma. But the fact of the matter is as many of these networks weren't built in that way... In that fashion. Right? And and there's... You know, there there are are leaders in in in this sector already. So it's dealing with the technology currently in front of you, and then how can you adapt that technology. But, absolutely, subnets are going to be used. They're already being used in many cases. I know Brett had to drop, but, you know, there's already... This is already happening on internal networks for supply chain stuff. So, yes, that... That's coming. That's already kind of here, but it's about dealing with the already existing and built technology. And this spans the privacy and confidentiality side of things and the security and risk assessment side of things. So it is a bigger conversation that Dave dreads, but we're gonna end up talking about it because the new stories will dictate it anyway. We can always just get ahead of it a little bit. [1:47:45] NatNat @Natnatx007: Dave, to to your point, it's not... You're not... You won't be finding my bag. I mean, Hibata, while it does have the the quantum resistant technology, it's not 100%. Right? But if we're comparing it to the actual blockchain, it is much more resistant. [1:47:59] xFactor @xFactorPOL: Fair enough. I just [1:48:01] NatNat @Natnatx007: thought I'd just brush your chops a little bit on that one because of being in the [1:48:04] Kkoma @itskkoma: rap space yesterday. I was [1:48:05] Dave @DCBK2LA: like, listen. I know they're getting there, and I was like... No. But good stuff, Nat. Appreciate you. Guys, incredible stuff. Really, really great conversation. Chin, I really appreciate you coming through. You added a ton of value to this convo and amazing insight and really great perspective. So I appreciate you coming through. Cool, Nat. Thank you. Landy, coma, vibes, you're not fired. Don't worry about it. You you... Don't worry. You're still the best intern on the planet. Just help me. Help me. Help you vibes. Help me help you. But... Yeah. Guys, appreciate it. And for everybody that came through and listening, that's the last show of the week. We will see you guys next Monday. Tune in tomorrow. We're gonna be chatting with Tater Trader. I have those Tater Trader spaces, so it's gonna be fire. We're we're really... Like, we're releasing action five tomorrow, and I want you guys to come on board because there's... Mean, I I'm meeting with the Whale Mocha team in the morning. So wish me luck. We're gonna cross our fingers and hope we close some business, baby. But, yeah, appreciate you guys, and we'll see you all next week. Peace. [1:49:02] NatNat @Natnatx007: Great show. Great great show. Thank you, everyone.
Auto-transcribed. Speaker names are voice-match guesses and may be off.
