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Episode · Dec 1, 2025

All Things Crypto - Kalshi on Solana?

AIAltcoinsBTCCoinbaseDeFiEquitiesFedGrok / xAI

Monday Dec 1 show hosted by Dave with NatNat, Kool, Landy, Moni, Kkoma (back from two weeks in Korea and Japan), xFactor, AlphaGamer, Samara and guests. After the opening, NatNat and Landy go through Bitcoin levels: the rejection under the 92-93.5K weekly level, 90K lost, 86K and 93.5K as the weekly range to watch, and lower supports near 82.5K, 78-80K and the mid-70s. NatNat and Landy explain the end of quantitative tightening (QT) on Dec 1: it is not money printing, the move toward QE takes time, liquidity is tight, and new spending is what really moves the economy. NatNat tells how her X score grew by networking and posting authentically rather than chasing leaderboards. AlphaGamer covers his energy and data-center thesis (CleanSpark, TeraWulf's nuclear mining), and Landy explains that miners become net sellers when they fall out of profitability, along with stranded power and flare gas. The main story is Kalshi tokenizing its event contracts on Solana with $2M in builder grants. xFactor calls it a competitive move against Polymarket (a project on Xyber applied for the grant). Landy expects Kalshi to go cross-chain and notes DraftKings' tie to Polymarket and Polygon. Moni points to Polymarket's global stablecoin rails through Polygon. Dave says USDC.e bridging is friction for normal users, and he says Kalshi has reached out about connecting with the Tater Trader team. Kkoma describes the Korean creator scene and how Asian crypto tax rules affect the flow of money; AlphaGamer and NatNat note Thailand's temporary capital-gains exemption on crypto (2025-2029). Market talk is discussion, not advice.

On the mic
DaveNatNatKoolLandyMoniKkomaAlphaGamerSamara
Chapters
BTC levels: 90K lost, 86K / 93.5K weekly range, 82.5K and 78-80K below
QT ends Dec 1: not money printing, liquidity, new spending
Third rate cut of the year
NatNat on growing an X score through networking
Energy for AI: CleanSpark, TeraWulf nuclear mining, miners as net sellers, stranded power
Kalshi tokenizes event contracts on Solana; $2M builder grants
Cross-chain, Polymarket on Polygon, DraftKings, IPO talk
Kalshi and Tater Trader; Polygon's global stablecoin rails; USDC.e friction
Prediction markets as an on-ramp to tokenized equities; Hyperliquid
Kkoma on Korea: creators, crypto tax rules; Thailand's capital-gains exemption
Transcript
Full transcript
# All Things Crypto - Kalshi on Solana? | 2025-12-01 | https://x.com/i/spaces/1kvKpMWpkroGE | status: approved
# Speaker attributions verified via X captions, ECAPA voiceprints, and on-air handoffs where marked confirmed.

[0:00:06] Voice M: All this crypto.
[0:00:09] Dave @DCBK2LA: Hey, please. All
[0:00:12] Voice M: this crypto.
[0:00:17] Voice M: I'm s c instead of an hour. Markets move fast. We're ones in power. Mike left. Charles Lit. They set the pace. Every take a gem, every call a check.
[0:03:06] Dave @DCBK2LA: What's good, everybody? Happy Monday. Welcome to ATC, aka all things crypto. I hope y'all are doing well. I hope everybody had a great weekend. I made some money. I lost some money on prediction markets. Fuck the jets. That's all I have to say. I hate the New York jets. They fucking suck. Sorry, Nat. Sorry. Sorry. That that... Damn. I am coming off hot.
[0:03:27] NatNat @Natnatx007: We're starting off.
[0:03:28] Dave @DCBK2LA: I know. I know. I'm sorry. I'm sorry. I didn't realize my hatred for the jets ran so deep. That's my bad. That is so... That is very... That is my bad. But, yeah, I hope everybody's doing well. You might be crying. I know y'all love... Oh, by the way, I'm famous Dave now, just FYI so everybody knows. Nat Nat gave me this, new name. So everyone is to refer to me as Famous Dave. That goes for you too, comma. Just make sure. No screw ups today. Okay? It's your first day back. I know you might be a little rusty. So Famous Dave is how I need to be referred to as. Either that or a k a mister eleven million, that's fine too. We could do that as well. Whatever you prefer. Totally your choice. But, yeah, you know, enough of me being humble. Anyways, happy Monday, guys. Cool. What's up, bro?
[0:04:18] Kool @koolcryptovc: Hey. What's up, guys? Happy Monday. Actually, happy new month, man. It's it's December... December 1, right, or second?
[0:04:24] Dave @DCBK2LA: First, bro. First first first.
[0:04:26] Kool @koolcryptovc: Yeah. Yeah. Yeah. Yo. Happy happy new month, man. Yeah, man. Great great... We all made it. 2025 is ending, and we're entering 2026 in, like, thirty days from now. But, yeah, man, it's a good day. I I do feel kinda... I feel down, man. Like, I was watching this video, by doctor Roman Yoavalski, whatever. He's an AI AI, safety expert, and he would just... He just said we're all gonna die in five years, man. AI is taking over. So I'm freaking out a little bit, but I'm I'm I'm gonna be okay. But happy Monday. Let's go.
[0:05:00] Moni @monitalan: Don't stress. Don't stress.
[0:05:03] Dave @DCBK2LA: This explains every... Landy, this explains why Cool was trading 500 x leverage at 03:00 in the morning posting videos on crypto Twitter. He's like, fuck it.
[0:05:12] Kool @koolcryptovc: Yo. Yo. I'm trading NFTs. Yo. I'm doing all kinds of shit now, man. NFTs. Yo. I'm doing I'm doing it all, man. Just... I wanna get all done before AI kills me, so we'll go. I'm ready. Let's go.
[0:05:25] Dave @DCBK2LA: Koolo is YOLO ing into everything. I I almost fell off my chair when I saw... Alright, guys. Listen. I'm using... I just had five successful trades in a row. And then he goes, I'm on 500 x leverage. I'm like, goddamn. What is going on? This is, guys, you... And the funny part is you hear Cool say it all the time.
[0:05:47] Kool @koolcryptovc: You have not, like... I don't know
[0:05:49] Dave @DCBK2LA: about this market, man. I'm confused on this and that. We're just like, what? You're confused. Cool. You're confusing the rest of us, bro. I don't know what the hell to think at this point. Oh my god. Nat, talk to your friend.
[0:06:02] NatNat @Natnatx007: You know what, Kuo? On on that note, we're here for a good time, not a long time, so bring it. Let's go. Let's let's trade 1,000 x leverage since we're at it.
[0:06:11] Dave @DCBK2LA: Mine as well.... Because Coma's here? What is going on? This is because Coma's back? You guys are trying to, like, show... What is going on? Yeah. Because he throws up just the one. Yeah. Like, a little hand. Oh my goodness.
[0:06:24] Kkoma @itskkoma: You keep you keep, like, mispronouncing my name. Call me Kaido number one. That's my new name, Dave.
[0:06:31] Dave @DCBK2LA: It's not the only It's...
[0:06:32] Kkoma @itskkoma: Call me mister mister one or number one or Kaido one. I don't...
[0:06:36] Moni @monitalan: Just Humility on the space today. Yeah.
[0:06:41] Dave @DCBK2LA: I'm like, wow.
[0:06:43] Kkoma @itskkoma: Let's go.
[0:06:44] NatNat @Natnatx007: Wow. Thank god for us being humble today.
[0:06:48] Dave @DCBK2LA: You know, we're we're humble. We're we're we're definitely a humble bunch, but, Koma, welcome back, bro.
[0:06:53] Kkoma @itskkoma: Yeah. Call me Kaido number one. Call Nat Nat Habera number one. Habera, you know, like, I know you miss me, Nat Nat, so it's good to be back.
[0:07:01] NatNat @Natnatx007: We did, Koma. We did. Welcome back, man.
[0:07:03] Dave @DCBK2LA: You are
[0:07:04] Kkoma @itskkoma: number one.
[0:07:04] Dave @DCBK2LA: Wait. Koma, you don't forget. Nat rope this in. You have to go spend $200 on a on a something NFT.
[0:07:11] NatNat @Natnatx007: Yes. You do. On early access NFT, I'll send you the link in, like, two minutes. Check your inbox.
[0:07:15] Kkoma @itskkoma: Only if it's on Adara. I'll
[0:07:17] NatNat @Natnatx007: It is on Adara.
[0:07:18] Kkoma @itskkoma: Damn it. Okay. You got me. You got me. You got me.
[0:07:21] Dave @DCBK2LA: Yeah. We... It's some... It's a rite of passage. We have to do it. We don't have a fuck.
[0:07:24] xFactor @xFactorPOL: We don't
[0:07:24] Dave @DCBK2LA: have a choice. It is what it is. But we got new speakers coming. We got new speakers up here. I love seeing Herakles, shotgun, Olleh. I know why Olleh's here. Olleh's here because of the monkey video that I put out, my German monkey sort of video. Ole, it didn't get the traction that I essentially wanted, but the the the day is young, my friend. Sometimes these take, like, 20... Bro, you're ridiculous. I love you. It's because of the German monkeys.
[0:07:50] Voice L: We don't have monkeys. It's been funny, you know. I think that's why there's some traction. Taking in serious. I'm not laughing here, you know. I don't make jokes about German monkeys. I make about, like, jokes about, you know, US monkeys because there are a lot of them.
[0:08:02] Dave @DCBK2LA: Yeah. We... Obviously, there's a bunch of us and we are not humble monkeys at that. I will tell you that. That's for damn sure. But, Ole, I got a whole series coming out, so you're gonna be famous. But I started switching up the accents. I'm like, what if I did one for the Giants game in, a Brooklyn or a New York accent that sounded, like, terrible, like me. You know? But, yeah, there's a bunch of them coming. So we'll we'll we'll definitely see. Monty, what's up? How are you?
[0:08:29] Moni @monitalan: I'm good. You know what today is?
[0:08:31] Dave @DCBK2LA: December 1. Who just told us?
[0:08:34] Moni @monitalan: Oh my goodness. Today is the third anniversary, right, of Chachippy TV being launched.
[0:08:39] Dave @DCBK2LA: Oh, that's right. I saw that on Sora last night. You're right. Three years, Chachi.
[0:08:44] NatNat @Natnatx007: I don't know if it's
[0:08:44] Moni @monitalan: today or yesterday, but it's just three years since... So that's why the world is sending in five years. But... Yeah. Chad GPT is only three years old.
[0:08:55] Dave @DCBK2LA: Oh, happy birthday, Chad. I saw that video, but what's his name? He was like, happy birthday, Chad. And I'm like, who's he talking to? And And I thought for a second, I'm like, oh my god. He's talking to GPT. That's cool. It's like Sora wishing Chad GPT happy. I mean, yeah.
[0:09:07] xFactor @xFactorPOL: We're officially...
[0:09:08] Moni @monitalan: I call her chat. Don't call her chat.
[0:09:11] Kool @koolcryptovc: Woah. Hey. Yo. That could be...
[0:09:13] NatNat @Natnatx007: That's that's really nice.
[0:09:14] Dave @DCBK2LA: That... Hey. I don't... Listen. I might not know much Spanish, but I know some words. Okay? I have... I'm just saying.
[0:09:22] NatNat @Natnatx007: You know, the fact the fact that child GPT turns three today, I wouldn't be surprised if it just goes on this three year old temper tantrum and go completely off the rails today.
[0:09:33] Dave @DCBK2LA: I mean, that's every day for me. It is... You know? Like, that's just... It's Monday. Yeah. That's fine. Tamara, what's good, bro?
[0:09:45] Samara @thee_samara: Yeah. GM GM, guys. GM, cool, GM, and Jim Dave. Yeah. Shout out to you guys, man. Yeah. Quantum computers will kill us all, obviously. So, you know, live while you can and just, you know, keep it pushing. Shout out to you guys. Congrats, Dave, again. Mister eleven million, Coma is the number one on. I'm I'm I'm so happy you guys are now, like, you know, humble with your achievements. Thank you very much for, you know, sharing with us. But shout out to you guys, man. And, yeah, today has been crazy, bro. We we had, like, an airdrop, and they kind of, like, you know, went crazy and did some stupid stuff. It's just just... It's been wild today. It's been wild today. Yeah. It's it's wild.
[0:10:21] Dave @DCBK2LA: Is it profitable, Samara, or stupid as in not profitable?
[0:10:24] Samara @thee_samara: Like, stupid airdrop. Like, stupid as hell. Like, for for... For probably there is 30,000,000 backed by Tether. They went crazy. Like, they did some crazy stuff with the listing. Right? Especially when they had location. Location was just dog shit. Sorry, Nat. They listed on Mexi and Biggets. On Mexi, they opened at zero point zero two, and on Bitget opened at zero point zero five or six, I think. And it's just... It was just weird. It it got... It it really pissed me off because, like, I
[0:10:53] Dave @DCBK2LA: don't know what what they were
[0:10:53] Samara @thee_samara: trying to pull because it... They... They're new people. And the funny thing about it was on on Bitget, you could trade it... On Mexi, you could trade it, but you couldn't, like, withdraw on Mexi, but you could withdraw. It was just, a very, very weird ass... Like, bro, like, they're trying to, like, you know, trick people into, like, opening positions that they couldn't necessarily, you know, foresee, especially the reason, like, one exchange. It was just, like, very stupid stuff for her. But... Yeah.
[0:11:18] Dave @DCBK2LA: Who is this?
[0:11:20] Samara @thee_samara: Rails.
[0:11:21] Dave @DCBK2LA: Oh, rails.
[0:11:21] Kkoma @itskkoma: Yeah.
[0:11:22] Samara @thee_samara: It was very ridiculous for for... But, yeah, man, we move on. We move on forever. It's not...
[0:11:29] Dave @DCBK2LA: It's, I guess, it's not b b l. Everybody after this shit. Right? Like,
[0:11:34] Samara @thee_samara: I saw my location, I asked her, like, know, drive my girl to the clinic. We couldn't keep the baby. I'm sorry.
[0:11:41] Dave @DCBK2LA: That was funny. That was funny.
[0:11:43] Moni @monitalan: You're horrible.
[0:11:43] Dave @DCBK2LA: You're horrible. She was like, oh my god. I'm so excited. You're gonna love my new bud. And you're like, ah, baby. Ah, the rails... Ah. Yeah. Sorry. That's what you get.
[0:11:56] Kkoma @itskkoma: Many rails jokes that we could add here, but, yeah, let's Yeah.
[0:11:59] Dave @DCBK2LA: It's true. It's a very good point, mister number one. Very good point, mister number one. Very, very good point. Also about humbleness, Tamara, this is the guy that was like, should be thankful that I'm here. I should be having sex with my girlfriend right now. And we were like, what? What? Like, talk about humble. Bro, don't forget that's the same girl that was out there clicking shit on your laptop, bro, like trying to get you a virus, bro. Don't forget that. We would never do that to you.
[0:12:24] Samara @thee_samara: I remember everything. I remember everything for real. Yeah. But yeah. Shout to you guys. Nice shot out to you guys. Let's go.
[0:12:30] NatNat @Natnatx007: Tamara, is that the same the same duck lady, or is this another one or another one after that?
[0:12:35] Samara @thee_samara: Another one after that.
[0:12:37] NatNat @Natnatx007: Oh, see? I knew it. That's why I have to ask for clarification.
[0:12:43] Dave @DCBK2LA: Samara's a pimp out here, man. I don't know what what... I've tried stealing quacks lady. My man came out with, like, the say anything, the the boombox, bro. Like, the the the... Bro, he was creating some crazy stuff in g p... With GPT image. I was like, my god. He loves quacks lady. Anyways, puppet, what's up, bro?
[0:13:03] Landy @CryptoLandy: Hello. I hope everyone's having a wonderful day. Uh-uh. Don't fade the puppet. Say it with me. Don't fade the monkey puppet of all things. I'm a monkey, actually. Underneath all of this crap that I got going on is a monkey here. Don't fade the puppet. Very humble. I know. But, yeah, don't fade the puppet. And congratulations to
[0:13:34] Kool @koolcryptovc: Famous Dave.
[0:13:35] Landy @CryptoLandy: Famous Dave, King Dave.
[0:13:37] Kkoma @itskkoma: 70,000,000, Dave.
[0:13:39] Landy @CryptoLandy: Eleventy million, Dave.
[0:13:41] Kkoma @itskkoma: Oh, yeah. 11. Whoops.
[0:13:42] Landy @CryptoLandy: Yeah. Yeah. To 500 x cool crypto and to the Wonder Woman herself, the Pikachu to everyone's...
[0:13:54] NatNat @Natnatx007: Wow. Crazy.
[0:14:01] Dave @DCBK2LA: It wasn't just me then. It was not
[0:14:03] Landy @CryptoLandy: just It
[0:14:03] NatNat @Natnatx007: was not. Why am I surprised?
[0:14:06] Landy @CryptoLandy: Oh, yes. That that was... That made my day so much so that I had to go show my wife, and she got a kick out of it too. So congratulations to everyone. I know that's not, like, my thing. I stole it from OTG, but I have to say congratulations to everyone. It's Coma. I'm sorry. It's Colma. Congratulations on your number one spot. Samara, I'm sorry about the BBL disaster you got going on over there, but you're already winning. So... Yeah. You know? And then we have we have the tippy top, the tip of the spear. Moni is up here.
[0:14:45] Moni @monitalan: That was so nice. I was like, what are you gonna say about me? So fingers crossed.
[0:14:50] Dave @DCBK2LA: Only with...
[0:14:51] NatNat @Natnatx007: Only an ATC can you post, like, a a GIF meaning something nice. It was literally like a a a there there, don't cry GIF, and they just turned
[0:15:00] Dave @DCBK2LA: it into the song.
[0:15:01] xFactor @xFactorPOL: Are you
[0:15:02] Dave @DCBK2LA: know how many times I did that? Some girls that were talking to their other boyfriends? Mhmm. I'm just saying. I'm like, they're there. Now now. Quite. Yo. After some of
[0:15:12] NatNat @Natnatx007: the stories you're telling the other... There is x master what you need.
[0:15:18] Moni @monitalan: Guys, we have new listeners. You're attracting new listeners, mister 14,000,000. So don't scare them away.
[0:15:26] Dave @DCBK2LA: Thank you. Herakles, what's good, brother?
[0:15:30] Voice J: Yo. What's good? Man like James Wynn in the house.
[0:15:36] Dave @DCBK2LA: Oh, what's up? Yeah, bro.
[0:15:37] Voice J: Bro, I'm just...
[0:15:38] Dave @DCBK2LA: James, what are you doing here?
[0:15:41] Voice J: I'm just I'm just chilling, bro. So to be honest, I'm waiting for a new campaign. I've been watching what you're doing, bro. You seem to be the alpha guy right now. See you've got a space tomorrow with project that I've never heard of before. It's Zyber, is it? So I'm interested in that. Robotics is a hot topic. So... Yeah, bro. I'm just looking for some alpha, to be honest. I'm kinda content with my wall chain situation at the minute, and I'm looking for new campaigns. I'm not looking to jump into anything extra right now. I secured the Elsa reward. I'm gonna probably secure Eidos, aligners, wardens. So just looking for something new to jump on and try and get up the leaderboard early, bro. But plenty of things happening as well. Like, thanks to you guys for the tunnel alpha books. I actually used that this week. I made, like, $33 or $32 or something like that. So, and if you guys are looking to earn a little bit of change for your tweets, definitely check out Tunnel. But, yeah. I'm just here to show some love and soak up the alpha, my man. If you got any news, please drop it. I wouldn't mind you speaking on Zybo when you got the chance. Obviously, there's more hands up in that, but... Yeah.
[0:16:41] Dave @DCBK2LA: Yeah. 100%. I'll wait for x factor to get in here, but he's had a growth over there, and I'm closing them with him. So if he's able to jump in, but if not, yeah, definitely come to the space tomorrow. I know it's a little bit early for some, but their team is mostly overseas, so it's gonna be at 7AM. And, yeah, they got a lot of things cooking, and x factor always looks out. Obviously, like, for us, he's been an amazing addition, obviously, to this ATC team, and he's cooking up big things over there with Zyber. So, yeah, I'm I'm super, super excited.
[0:17:07] Voice J: Okay. So it's one of the homies. I know. Are you gonna be doing the spaces with them on
[0:17:10] Dave @DCBK2LA: a week and week's this day? Yep. Tuesday for Friday.
[0:17:12] Voice J: What what do you... Do you know what? Like, I know like, that suite hasn't really got enough support for, like, what ATC is doing here. Like, I reckon you should pump that up in the Jumbotron, and everyone should set a reminder just out of respect. Do you know what I mean?
[0:17:22] Dave @DCBK2LA: Yes, sir. Great idea. Wish I had cohosts that had good ideas like this. You know?
[0:17:26] Kkoma @itskkoma: Glad my intern, x factor, is, you know, pulling this weight. So, yeah, let him know. Let him know that we all appreciate you.
[0:17:32] Dave @DCBK2LA: We're all we're all coma interns, bro. Like, we're all of us. Like, you've... We're literally working Oh, fuck.
[0:17:38] Kkoma @itskkoma: He's in the listener, dude. Oh, crap. I mean, sorry, Nanette.
[0:17:43] Landy @CryptoLandy: You got outed. I do...
[0:17:44] Dave @DCBK2LA: I know. He he came in just at the perfect time....
[0:17:46] Landy @CryptoLandy: To Heracles. Don't ever don't ever let the puppet call you James Wynn again. That was that was my bad. That's a that's a horrible disgusting thing that I said. My ears are burning, bro. I take it back. I love you.
[0:18:01] Dave @DCBK2LA: Oh, yeah. Your ears are definitely burning. You would
[0:18:04] xFactor @xFactorPOL: think Why are people talking shit about me, man?
[0:18:06] Dave @DCBK2LA: Bro, are you doing the landing... Were you in the fucking grease... Sorry. Were you in the grease trap again? Like, were you doing the landing? Were you in the grease trap waiting and just listening to see, like, if we were gonna talk some shit about you? We always talk shit to your face, bro. We... There's no shame in our game here. I literally just I literally just popped up, and I
[0:18:20] xFactor @xFactorPOL: heard x factor. And I was like, wow.
[0:18:24] Dave @DCBK2LA: I have zero We're shitting
[0:18:25] NatNat @Natnatx007: cyber for you. We're shitting cyber for you. And we were...
[0:18:29] xFactor @xFactorPOL: Yeah. Bullish bullish.
[0:18:30] Dave @DCBK2LA: Like it.
[0:18:30] NatNat @Natnatx007: Like it. We're about to post the the post that you made to the top and Heracles. Heracles. Sorry if I mispronounce
[0:18:38] Dave @DCBK2LA: it. Heracles.
[0:18:39] Moni @monitalan: Oh, yeah.
[0:18:39] Dave @DCBK2LA: Heracles. I like that.
[0:18:41] xFactor @xFactorPOL: It's gotta be Heracles. That sounds
[0:18:42] NatNat @Natnatx007: so...... Very excited about the project. So he's he's hyped about it, and we're trying to get the community riled up to support you. But I need you to go ahead and buy the NFT first, and then we can talk. K. Great. This
[0:18:55] Dave @DCBK2LA: is crazy work out here. She's literally pulling strings and being like, no. Gate kept. Sorry.
[0:19:01] Landy @CryptoLandy: Dave, can buy a chunk left right now.
[0:19:04] Dave @DCBK2LA: Yeah, bro. I'm getting too many chunk left thrown in my head, bro. I'm not trying to do that in this craziness. But let me say what's up to Shaka. Shaka, what's good, bro? Amazing space this weekend, bro. Thank you for having me. It was absolutely phenomenal. There was some... If y'all are not going to the shotgun spaces, they're absolutely incredible. So great stuff, bro. And, yo, maybe it was a good luck charm for me, bro, because after I left your space, I went on to cook another 7,000,000 views. But, yeah, Shaco, what's good, bro?
[0:19:31] Voice K: Yo. What's going on, Dave? GM GM, even though it's nighttime out here, you already know the vibe. But now they're just trying to keep up, you know, with this market today kinda everything new. Right? So just trying to keep the vibes high. Just came back from the gym. And, yeah, I do am curious though to see how these info five project TGS are gonna do. You know? Because a lot of them, you know, were planned to happen this December. So I'm eager to see if they're gonna be delaying or if they're gonna go with it regardless. I don't know. What do you think? Like... Because I know you're involved with aligners and, like, maybe other projects. Like, how do you feel about the current landscape?
[0:20:19] Kkoma @itskkoma: Yeah.
[0:20:21] Dave @DCBK2LA: Shaka, Well, that's a loaded question. No pun intended on that one. That is a loaded, loaded question. Yeah. Bro, it's such a question that we're gonna we're gonna get there, bro. I promise you. So if you can, stay awake for a little bit longer, and we're definitely gonna get there. I swear.
[0:20:37] Voice K: It's 07:50PM. Don't worry. I ain't going nowhere.
[0:20:40] Dave @DCBK2LA: Let's go, bro. Let's go. Let's go. Who didn't I get to? I saw Cantor came up. Cantor's always running through traffic, and he's gonna chime in whenever he can. So let's get cooking. Guys, stop crying. Famous Dave is here like Nat Nat said. Alright? Even though I might have shaved head, which by the way, shout out to miss Gekko. I love you. She's the only one that messaged me and said, I think you look great. I was like, oh god. This is why I love miss Gecko. Do you understand? This is why. Find yourself some friends that will literally shower you with compliments because I thought I looked phenomenal. And it's not bald to whoever commented that, Jay. Alright? It's... A shaved head is not a bald head. It's a shaved head. It's very different. I look great. But for those of you that are crying out here, like, Nat Nats and Landy are now going to tell you why you have money, the best money in the workspaces are amazing, and look at the levels and the... So without further ado, Nat, please tell us without how much money you and Landy have printed so far, what levels we should be looking out for, and give us the current Bitcoin landscape, please.
[0:21:43] NatNat @Natnatx007: Yeah. So I wanna do two things, David, if that... If that's okay with you. We... We're gonna touch on on the Bitcoin levels, but then we're gonna go ahead and roll it over to QT. Is that okay?
[0:21:53] Dave @DCBK2LA: Yeah. For sure. Don't just don't get too technical on this. You know I mean? And too many acronyms. We gotta get more.
[0:21:58] NatNat @Natnatx007: Okay. I got you. Okay. So that 90 level for Bitcoin was a very important level. Right? As I mentioned on previous spaces that if we were able to hold 90 k, I was looking at a break above 92 to 93 and a half area for continuation higher. So for that, I'm... I... It has to close and hold above that area. That did not happen. We rejected that area. We did try to reclaim, but, unfortunately, it was just so weak. Volley was so low. There was not enough to kinda just push anything forward. So what happened yesterday? We kinda just revisited 90 k. We bounced around a little bit, but it was unable to hold. And the same levels that we were looking at when we waked down to 81... Remember how we were we were on the space, and I was telling you, okay. We went down to 81. The levels I'm looking at, I'm looking to see if we can reclaim 84, 87, and then 90. So it's the the same levels to the downside again. Right? So because we we broke below 90 k, we saw it continue just beating all the way down to, like, eighty seven and eighty six and went down to, like, 84. So now I'm looking at the levels above again. Right? I'm looking to see if we can reclaim that 88 to 90. If we cannot and 80 k does not hold, there is a big gap between eighty and seventy four to 75 k on the weekly. Okay? And the weekly structure doesn't really look the best right now. But, again, it's Monday, so we'll have to see how the rest of the week play out. I'm gonna hand it over to Mandy, see what he wants to add to that, and then we're we're going to go ahead and and roll it into, like, QT.
[0:23:33] xFactor @xFactorPOL: Just, Matt, really quick before you before you take over Puppet. Obviously, we're on a clear trajectory to one... A 143,500. And then can you just explain to the people listening what that trajectory looks like and what needs to happen for this to to make sure that it happens? Thanks.
[0:23:49] Dave @DCBK2LA: And I... And I'd like to cite that Tom Lee went on CNBC today and said Bitcoin will hit new all time highs. He did say January 2026, so you might get off on technicality, which is ridiculous. Crazy technicality.
[0:23:59] Moni @monitalan: I don't know if I missed it.
[0:24:03] NatNat @Natnatx007: Mean, so in in order for that to hit, we just need to hit that level in the thirty days, you need a meteor, right, with the superpowers that could just land on Bitcoin's other end and just
[0:24:14] Dave @DCBK2LA: You know what that meteor that meteor has invaded that, Natalie. That meteor is gonna be the new, okay, federal... Chairman of the Federal Reserve. That's who that meteor is gonna be because people are gonna love it when they do it. And I don't know the guy's name, but I should have bet him on Polymarket because he was 16% odds yesterday, and he went up, like, 67% today. I forgot the dude's name, but that's the meteor. That is the meteor. Okay.
[0:24:37] xFactor @xFactorPOL: I'm I'm doing my best here too because I'm I'm trying to get our dev team to just fully just port to BTC and get agents on on a b t... BTC immediately. I'm trying to help, but they told me to fuck off.
[0:24:47] Dave @DCBK2LA: Bro, then stop tweeting that Bitcoin just rubbed. You can't be tweeting. You're flooding our own... We're flooding our own bags, bro. Like, stop tweeting that shit. Otherwise, like, people are gonna think that we... The the diversion is over. We can't do that now. Okay? Like, we get... We gotta let that go. But go ahead, Puppet.
[0:25:03] xFactor @xFactorPOL: Puppet. Puppet. Go for it.
[0:25:04] Dave @DCBK2LA: Yeah.
[0:25:06] Landy @CryptoLandy: Well, how do I follow that up? That was some good banter, I gotta tell you. Look. Nat pointed out something that, was very key, and that is that Bitcoin didn't actually trade and close above 93.5, which is a major weekly level overhead that it needed to close above. Once that happened, low liquidity over the holidays and through the weekend. It headed down. It broke below the inflection point at, 89. Within the weekly structure, it dropped 86 and went for went for the lows. Got a nice little run. Didn't actually do much in reality, though. It's back above 86. That's a good thing, because now we have a daily lower high set. If the bulls wanna break the trend, you need to see closes above around $93.02 to ninety three five. That would break the downtrend, and it would also set up for a daily trend reversal, and into a trend break. That would look pretty good. Right? We had decent volume come in, and I think that, really, right now, it is kind of... We're we're in the last inning. Right? It is it is the twelfth month. It is December. Everyone was expecting a QT pump. Oh, baby. QT ends on the first. We're going to the moon. Everybody was telling you this on the timeline and the day before. Obviously, took out multimillion dollar longs as they were typing this out on their keyboards with their feet. And and clearly, look, that was very unlikely going to happen, was to immediately go long. CME opened, things nuked to the downside. Nat and I printed money faster than the Fed, and and winning is fun. So maybe pay attention to the line drawing crew. But now we have seen a nice little recovery in lower term time frames that doesn't rule out the downside. If we don't see closes back above 93 and a half, then downside is more likely, to be honest. If we do drop lower, there is, like, a key area. It's the monthly at 82.5. If we drop that, we're probably going for the lows at 80, 78 to 80. And like Matt said, anywhere below 78, fair game to the mid seventies around 74, 75 initially. But for right now, nothing much has changed. Bitcoin's between two big weekly levels at 86 on the low side and 93.5 on the top side. If we continue to drop 86, expect lower. If we push above 93 and a half, looking good to test higher. Now as for one forty 3 and a half, what would have to happen in the next thirty days? Well, we certainly aren't getting a new Fed chair in the next thirty days, so that's out of the question. You're losing this bet, by the way. That's right. Want them 5 Bitcoin. I bet it. You didn't agree to it, but I want it anyway. Now... And I'm willing to pay out.
[0:28:19] Moni @monitalan: I will I will pay out. I'll put
[0:28:20] Landy @CryptoLandy: it in a contract. We can... Hey. Wait. Maybe we
[0:28:23] Dave @DCBK2LA: can go to one of those
[0:28:24] Landy @CryptoLandy: platforms. I... There was a there was a platform today, and I know we should probably... Oh, yeah. Maybe I'll put it on your finance and get it stolen, but we can get into that later.
[0:28:35] NatNat @Natnatx007: You said urine finance? Not not
[0:28:37] Landy @CryptoLandy: not Urine finance. That's where you just take the piss all the time.
[0:28:41] Dave @DCBK2LA: E finance? Yeah. This is crazy.
[0:28:43] AlphaGamer @AlphaGamer_sats: The... Of Are you in finance?
[0:28:45] Dave @DCBK2LA: Pointing that out. Yo. That...
[0:28:50] Landy @CryptoLandy: That's the one who made the p joke.
[0:28:52] Dave @DCBK2LA: It wasn't even me. Exactly. Exactly. And then she's like, I... Why am I not surprised? Yeah.
[0:28:56] Kkoma @itskkoma: Uh-huh. Yep. And and then
[0:28:57] Dave @DCBK2LA: this this. And don't blame us, number one. You cannot blame us for the way you I
[0:29:02] NatNat @Natnatx007: mean, I was just repeating what he said because I thought I heard incorrectly because I can't believe you said that in the stage full of people. But go ahead.
[0:29:10] Landy @CryptoLandy: I... Oh, I'm sorry. Well, I'm not
[0:29:12] NatNat @Natnatx007: out here
[0:29:12] Landy @CryptoLandy: I'm not out here, you know, rolling out the Pokedex and picking Pikachu pictures right now. So...
[0:29:18] Dave @DCBK2LA: That's true.
[0:29:19] Landy @CryptoLandy: But now I'm gonna throw it back to you because why... When QT was supposed to be the long signal, Nat, what happened?
[0:29:29] NatNat @Natnatx007: Yeah. So to... Today, guys, was was the day... So QT ended today. Right? So what's what's significant about this is that it's... For the last three years, they've been tightening. So after three years, in layman's terms, no more tightening. Right? So what that means is that what what QT is is what the central banks, they reduce the amount of money circulating in in in the economy. Right? So during QT quantitative tightening, the Federal Reserve, they allow bonds to to secure... To mature. Right? So that's... And that ended today. So now the reason why there's a misunderstanding as to, you know, why wasn't there a massive green candle up is because when you're transitioning from QT to QE, it's not like an overnight effect. You need to let things simmer, and sometimes the market takes a while to catch up. Right? So it's not it's not an overnight thing, and I think that's that's the incorrect, information that has been spread. Landy actually dove in a little deeper with us yesterday on the other space, and I kinda want him to, like, touch on that because he gave a really good explanation, and and and he let us know what we need to look out for in order for for this to get us to the bullish section of the market that we're all waiting for.
[0:30:48] Dave @DCBK2LA: Yeah. Thanks, Scott.
[0:30:49] Landy @CryptoLandy: So big thing is, by the way, what you were think... The person you were thinking of is probably Kevin Hassett, if that was the bet or the prediction.
[0:30:57] Dave @DCBK2LA: That's it. That's it. Is that the one? Who who's the one that was favored, though? Like, because Hassett came from... I'm paused. I was gonna say came from behind. Oh my god. Y'all are messing me up. Talking to This is crazy work, bro.
[0:31:12] Landy @CryptoLandy: He's he's up to a coin flip now. Right?
[0:31:15] xFactor @xFactorPOL: Yeah. You're getting you're getting significantly more sus with everything else, bro. I know.
[0:31:19] Landy @CryptoLandy: It can be heads or tails if you
[0:31:21] Dave @DCBK2LA: like, crypto Twitter made me this way, guys. I don't know why I'm like this. I don't. But... God. Send help. Yeah. Kevin Hassett. Whatever. Yeah. So Sorry. Sorry. Okay. I I... No. I I apologize. I'll do better. I swear. I I will It's okay.
[0:31:39] Landy @CryptoLandy: Dave, it's okay. It's alright.
[0:31:41] Dave @DCBK2LA: Yeah.
[0:31:41] Landy @CryptoLandy: We're we're aligned on this.
[0:31:46] Dave @DCBK2LA: Alright. Let me let let me let me let me get to these other three. Like Well, wait.
[0:31:51] NatNat @Natnatx007: Hold on. Hold on.
[0:31:51] Dave @DCBK2LA: Hold on. Yes, sir.
[0:31:52] Landy @CryptoLandy: Go explain this real quick because Nat tossed it over with what what what should we be looking for. QT is not money printing. Right? So when they end QT, it's not like they're gonna print money. And what they're gonna do is they're gonna swap to allow more liquidity. Right? Because liquidity conditions are very tight in The United States right now. It's very tough to get money. And people in crypto know that right now because all their money is going away because the market's going down and everyone's trying to fight for liquidity everywhere on every chain. Well, this is happening in traditional markets as well. That's why so much cash was parked on the sidelines earlier this year and traded out of the reverse repos. So what happens is you will always get QT, You'll get balance sheet expansion, and that's like little liquidity injections into the economy. Right? It's not fresh money printing. It is swapping of assets, and we're gonna continue to see that at probably larger and larger tranches. We'll see how aggressive they are with it. But then QE is where we actually get tranche buys of assets, And that is a policy of tranche buys of assets. And you might be thinking to yourself, like, well, that's really great. Yeah. In a way, when they cut and and they they wanna support the the actual cut, they start to QE as the buyer of last resort for bonds. That's kinda the secret behind it. But that's actually not really what spurs the economy. That spurs liquidity that will rotate throughout the economy and allows for refinancing and, like, all of that kind of stuff when it comes to debt. But in reality, what are you looking for? You're looking for new spending. Right? And where is new spending gonna come from when you have an administration that's been really trying to cut as much spending as possible? Well, new spending is gonna come from things like, I don't know, what they've been indicating. Maybe a tariff check, maybe larger investments into corporations, which they've indicated they're gonna do more of, and also probably new packages. What... How else could you encourage spending? Maybe you do something like another thing that they were talking about and have been talking about more lately is maybe you cut taxes by eliminating federal income taxes for up to a certain percentage or a certain dollar amount. So the first 75 or a $150,000 of income is no longer subject to federal income tax. What does that do? That spurs spending, and that's what you want is new spending. You don't want this this liquidity to go to waste, and then you can indirectly inject money into the economy by doing these things without having to, quote, unquote, print. So there is many things that you can look out for between q four and q one of next year, and it's gonna be q one to q two when you're gonna see a new Fed chair. And trust me, that's gonna be a battle. So this is gonna be something to pay attention to as it develops, and you're gonna hear Nat and I talk a lot about it. And I'm sorry. This is likely going to mean that a 143 and a half in the next thirty days is a very low likelihood. Not saying impossible, but it's definitely a very, very low likelihood. Like, it's basically where Kevin Hassett was just a few days ago before he pumped up on the prediction markets.
[0:35:42] NatNat @Natnatx007: Now, Landy, the thing with with QT and in regards to inflation. Right? So QT helps inflation. It reduces inflation. Right? So QE, in certain cases, it can increase inflation. Correct?
[0:35:56] Landy @CryptoLandy: Indirectly. Yeah. When you free up the liquidity
[0:35:59] NatNat @Natnatx007: Correct. Yep.
[0:36:00] Landy @CryptoLandy: You get more refinancing, which allows for more borrowing, which can lead to more inflation. But it's not a direct one to one correlation. You need that new spending, which usually requires congress to pass spending bills. Right? But the biggest thing about that is there's indirect ways of doing it, and I'm actually happy to see an administration even floating the ideas. Tax cuts, that's an indirect way of spurring spending. Right? Because if you cut a 150 k and under for families, they're gonna spend more. They got some more money. Maybe they save a little bit, but they're gonna spend more. And that's really what drives economies is spending, at least in the modern monetary theory style of economies that we have. The biggest problems that we're probably facing now are external to The United States. I actually don't think I think they're gonna get it under control for the job side of things and maybe even the inflation side of things. But we've got Japan, China. We've got... So there's a lot of nations that are looking at at spinning up the money printer. And when that happens, you get indirect inflation through outside vectors into The United States. But I think we're actually pretty well positioned, and I will give Powell some credit for that positioning even though we're not happy with him right now because we're not supposed to because I'm on the right.
[0:37:26] NatNat @Natnatx007: Landy, guys, is it me, a a gamer? I saw your message. Am I tripping or did did we only have two rate cuts between October, November, and December? Or the... With the second one coming up now?
[0:37:37] Dave @DCBK2LA: Do we have...
[0:37:37] AlphaGamer @AlphaGamer_sats: No. December would be third.
[0:37:40] NatNat @Natnatx007: Between October? Did we have...
[0:37:42] Landy @CryptoLandy: This would be the third cut. This would be...
[0:37:44] AlphaGamer @AlphaGamer_sats: This would be the third cut.
[0:37:47] Dave @DCBK2LA: The third or the fourth?
[0:37:49] AlphaGamer @AlphaGamer_sats: No. This is the third.
[0:37:50] Moni @monitalan: No. This would be the third. This would be the third.
[0:37:52] xFactor @xFactorPOL: Yeah. Cuts. Three cuts.
[0:37:55] Landy @CryptoLandy: Last year, there was two cuts. This will be the third one this year.
[0:37:58] NatNat @Natnatx007: Yeah. So between October, November, December. So they had... They did one cut.
[0:38:03] AlphaGamer @AlphaGamer_sats: Yeah.
[0:38:03] NatNat @Natnatx007: Okay.
[0:38:04] AlphaGamer @AlphaGamer_sats: Yeah. And that that... That's that's one. You know I'm not gonna let that one go ever. Right? Because you thought it
[0:38:10] NatNat @Natnatx007: was I know.
[0:38:11] Moni @monitalan: I know. That's why I
[0:38:12] Dave @DCBK2LA: brought it up. I know. You did not.
[0:38:15] AlphaGamer @AlphaGamer_sats: I mean, to be fair, it was only $44,000, but still,
[0:38:31] Landy @CryptoLandy: Did you just say Hedge Dara? Hedge Dara.
[0:38:36] AlphaGamer @AlphaGamer_sats: And also and also, I'm here for Famous Dave's barbecue because I saw the title. See, Famous Dave's
[0:38:43] Dave @DCBK2LA: reference for those that don't know, that's a San Diego reference. Yes. It is.
[0:38:47] xFactor @xFactorPOL: We have famous have famous things in in Florida.
[0:38:52] AlphaGamer @AlphaGamer_sats: Really? In Florida?
[0:38:53] xFactor @xFactorPOL: I think there's, like, two. Yeah. There's...
[0:38:56] Dave @DCBK2LA: People live in Florida?
[0:38:58] Landy @CryptoLandy: No. Just about house.
[0:39:00] AlphaGamer @AlphaGamer_sats: Take the bar... Then they do barbecue? Maybe maybe maybe
[0:39:02] xFactor @xFactorPOL: it's smoke... Maybe it's Smokey Dave's or something. I don't know. We have something called Dave's down here.
[0:39:06] Dave @DCBK2LA: That's Smokey Joe's.
[0:39:07] xFactor @xFactorPOL: It's Smokey Dave's. It's it's not as it's not as good, probably.
[0:39:12] AlphaGamer @AlphaGamer_sats: Yeah. We have some pretty good barbecue out here, I must say.
[0:39:16] Landy @CryptoLandy: I don't know. Famous Dave's went all corporate and lost
[0:39:20] AlphaGamer @AlphaGamer_sats: But they're kinda... Yeah. Yeah. They're kinda...
[0:39:23] Landy @CryptoLandy: Yeah. Wait. Dave, are you going corporate now that you're an influencer?
[0:39:27] Dave @DCBK2LA: I might, bro. I might. Yeah. I don't know. It depends. You know? Wherever the... Listen. Wherever the real money is, that's where famous Dave will float. Look at my eyes. I'm constantly looking around to see what's what. You see what I'm saying?
[0:39:43] Moni @monitalan: Look I'm gonna go do a video of him floating, by the way.
[0:39:47] Dave @DCBK2LA: I'll be right Exactly.
[0:39:48] NatNat @Natnatx007: Exactly.... A sore video of someone tapping on a computer with their feet?
[0:39:57] AlphaGamer @AlphaGamer_sats: Man, that that is some long toes.
[0:39:59] Dave @DCBK2LA: New new fed chairman literally sitting on his deck, like, sit... Kicking his feet up at his house, like, with, like, his weird, like, suit pants on, but, like, just his bare feet. Yo. Wapi put his bare feet on the timeline today, bro. I'm no more... I'm not touching men's feet. That's crazy.
[0:40:13] AlphaGamer @AlphaGamer_sats: Would would that be a turn off, Nat, if a guy had toes as long as fingers?
[0:40:19] NatNat @Natnatx007: To be honest, no.
[0:40:22] AlphaGamer @AlphaGamer_sats: Damn. Oh, wow. Damn. That's okay.
[0:40:25] Dave @DCBK2LA: So you're saying Okay then. Chance.
[0:40:27] AlphaGamer @AlphaGamer_sats: There's a chance.
[0:40:28] Dave @DCBK2LA: There's a chance.
[0:40:29] NatNat @Natnatx007: We'll have to go get pedicures together indiscreetly, but no.
[0:40:33] Dave @DCBK2LA: And is... I'm I'm gonna admit this freely on this space. I go for manicures and pedicures on the reg.
[0:40:39] NatNat @Natnatx007: Nothing wrong with that. There's absolutely nothing wrong with that.
[0:40:42] Dave @DCBK2LA: Take care of your feet and your nails and your and your bunions all the... Ew. Gross.
[0:40:47] Voice L: It's...
[0:40:47] Dave @DCBK2LA: Guys, take care of yourself. Yeah. It's fine. Your extremities.
[0:40:50] Samara @thee_samara: It's weird how we just moved from BTC to everyone, like, confessing about your food.
[0:40:54] Dave @DCBK2LA: We cover everything, Samara. You know this very well. You know we're, ninjas out here.
[0:40:58] Samara @thee_samara: Yeah. But then the next topic was just everyone confessing their love of food fetish. Like, it's just weird. It's kinda weird.
[0:41:03] Dave @DCBK2LA: Samara. We all have a be cool.
[0:41:05] AlphaGamer @AlphaGamer_sats: That was not everyone, Samara. That was not everyone.
[0:41:09] Landy @CryptoLandy: Yeah. And it's all things crypto, and feet are definitely a big part of crypto these days.
[0:41:14] Dave @DCBK2LA: Exactly. Thank you, puppet. See? Look at that. Most valuable contribution today.
[0:41:18] AlphaGamer @AlphaGamer_sats: Because you can you can ask for feet picks and send Bitcoin.
[0:41:21] Dave @DCBK2LA: Exactly, bro. You know how much people make... Oh, you know how much money people make on feet picks, bro? Even guys are out here too. Wapi tried to sell me his feet picks. I'm like, bro, I'm not buying your feet picks, bro. Get the... Get out of here. It's crazy. Imagine buying a Dutchman's feet picks.
[0:41:35] AlphaGamer @AlphaGamer_sats: So, Nat, Nat, Nat, how much were the feet picks?
[0:41:40] Dave @DCBK2LA: Nat, you probably have beautiful feet. I would buy Nat. Nat, I would buy Nat's feet picks. I'm just saying. Bro. What? I'm just saying.
[0:41:49] NatNat @Natnatx007: On the What is happening?
[0:41:51] Dave @DCBK2LA: Oh, I said I would reel it in. Right? I said I would reel it in.
[0:41:54] NatNat @Natnatx007: You reeled it out. You
[0:41:59] Moni @monitalan: Woah. For a couple
[0:42:00] AlphaGamer @AlphaGamer_sats: of minutes. It's on take.
[0:42:02] Dave @DCBK2LA: Also, don't give your likeness to Moni. She's gonna make, like, videos of you with milkshakes on your head walking down the street. Alright, guys? With literally milkshake dripping on your head. I I did it because I love Moni. You know what I mean? It's like, alright. Yeah. Post it. It's fine. You know? Just be very careful, guys. You for two weeks?
[0:42:20] xFactor @xFactorPOL: Like Yeah.
[0:42:20] Landy @CryptoLandy: You you
[0:42:21] NatNat @Natnatx007: totally missed
[0:42:22] Moni @monitalan: you totally missed all the Starbucks.
[0:42:26] NatNat @Natnatx007: You missed a
[0:42:26] Dave @DCBK2LA: lot, homie. Yeah. I mean back and everything.
[0:42:30] NatNat @Natnatx007: Were you mad? Yeah.
[0:42:32] Kkoma @itskkoma: C to f, man. What the hell is going on?
[0:42:35] Dave @DCBK2LA: Yeah. Well, let me tell you something. Coma, two... Bro, two week... What was it? Two... Was it two weeks?
[0:42:41] Kkoma @itskkoma: Yeah. It was around two weeks. I mean, that that was gone for, like, two years. So, I mean, I'm
[0:42:45] Dave @DCBK2LA: I'm actually shocked she's still here. It takes it takes it, like like, you see it takes a little warming up to kinda get back in. Next thing you know, we rope Nat Nat into. You know? And now she's like,
[0:42:55] Moni @monitalan: guys, my ex...
[0:42:56] Dave @DCBK2LA: Nat, can we talk about this for a quick second?
[0:42:58] NatNat @Natnatx007: Absolutely. Hold on.
[0:42:59] Dave @DCBK2LA: Can we talk about your ex score going consistently up where you started and everything else? Like, seriously, because that... Like, honestly, it's a great story. So can you just kinda tell that one real quick, and then we can transition to the next story, which is Palsy tokenizing contracts on Solana. So we're definitely gonna get Solana.
[0:43:16] xFactor @xFactorPOL: Yeah. Let's get into that. I'm excited
[0:43:17] Dave @DCBK2LA: about that. No. Please give us your feel good story.
[0:43:21] NatNat @Natnatx007: Yeah. So when I came back, my s scores, I believe it was, like, forty forty six. And I really I really didn't understand what it what it meant. I think you guys did a really good job of of explaining it to me. What really resonated with me is networking does help it grow, and I love networking. I love reaching out to individuals. And I think one thing that resonated with me as well is that space that cooled it when he mentioned... He kinda doubled down and said, you know what, guys? It's all about your x score. Your x score is very, very important when it comes to these things. So I I I I put in the the x... The... My x score into Grok. I gave Grok my my page, and I told Grok, tell me what I need to do to increase my my x score. And a lot of it and a lot of it, I was already doing, but not... I had to do it, like, a little bit more. Right? And and what's for for me, the important part was having fun with it. I kinda had to, like, put the the... My leaderboard ranking towards the back end and just kinda just focus on outreach, focus on growing, focus on on sharing my story, personalizing the information. And when you're having fun with it and you're genuinely reaching out to people and you're genuinely open to collaborating, you'll you'll reap a lot of great rewards. And that has contributed to my ad score growing consistently. Like, it's been... Ever since I started with Infofy, every time my x score increases, it's been increasing by, like, 20, like, 25. And it's been beautiful to see because I'm really having fun with it. I'm getting to know people, getting to know project, collaborating on spaces. And I think for me, that's the that's the fun part. Right? So have fun with it, guys. The the first project that that you... That that you're on, if you do have a x score, like, a low x score, like like, cool set on that space that we all were like, woah. Where is this cool from? Right? One thing that he said that really resonated with me is if it's your first project and your x score is low, don't worry too much about the leaderboard. Focus more on growing your page, getting your word out there, and having fun with it, and that really does make a big difference. Right? Because if you if you focus too much on the leaderboard, you kinda get distracted or get get get bummed down a little bit, especially if this is your first project. But continue to post, make your post as authentic as possible, reach out with intention, do the right things, and you'll see you'll get rewarded over time. But for me, the... Having fun with it has been has been key.
[0:45:39] Dave @DCBK2LA: Let's go on that. I love it. Yeah. You've been a trooper with us. We've awesome... Obviously, all of us have been mercilessly bleeding in mindshare, but, like, you still stayed steadfast. You kind of followed us down this road. Cool essentially, info five pilled us all, and here we are. But I couldn't be happier. I'm glad that you're back and and you're kind of in the trenches with us, and and I love it. And you have your your partner in crime over here in in Moni that is literally... You know, like, we're we're all kinda supporting him. Wait. Who... Nat Nat. I just need to make sure. You use Famous Dave's referral code. Correct? I'm referring to myself in third person now.
[0:46:17] NatNat @Natnatx007: No. You need to show I use Kevin. Where was Kevin? Who was Kevin? Kevin h.
[0:46:24] xFactor @xFactorPOL: Oh my god.
[0:46:25] NatNat @Natnatx007: I thought we heard him. Remember? We were
[0:46:27] Moni @monitalan: all like, who's who's... Did we? We met him. We have it every other week because he... You need to remind him that it was.
[0:46:35] Dave @DCBK2LA: Yeah. I was like, wait, Kevin. I didn't think it was a user. Of course, know. But...
[0:46:39] AlphaGamer @AlphaGamer_sats: Yeah. When when you were talking about when you were talking about your x score and you were saying how... I mean, you need to get it up. What... So what what what is the... Like, what is considered low and what's mid and what's high? And... Because all it is, it looks like a speed dial. Right? So, like I
[0:46:58] Dave @DCBK2LA: just wanna say just because you throw emojis fuckers does not mean that you're any better than me. Okay? Just because you throw emojis does not mean that you're better than me. So... That's why I'm...
[0:47:07] AlphaGamer @AlphaGamer_sats: So so what is what is all that even mean, basically?
[0:47:12] NatNat @Natnatx007: Yeah. So from from my understanding, the watching x score has to do with smart followers. How many small followers, how many smart followers, how many big accounts follow you. And I... And and I think it has a lot to do with your net... Networking skills as well. In order to get these big accounts to follow you, you kinda have to to post with intention, be authentic, reach out in the right way versus just, I followed you. Can you follow me? Please follow me. Please follow me. Please tell me. Because that does the...
[0:47:38] AlphaGamer @AlphaGamer_sats: So so what what what number?
[0:47:40] NatNat @Natnatx007: What do you mean? Like, what numbers...
[0:47:42] AlphaGamer @AlphaGamer_sats: Like, what is considered low? Like, what's considered low
[0:47:45] Dave @DCBK2LA: or middle?
[0:47:47] NatNat @Natnatx007: Seven would be low, and I think seven is low and and 50 is middle because high would be a 100 and above.
[0:47:54] AlphaGamer @AlphaGamer_sats: Okay. So anything... So, basically... Okay. So anything a 100 or higher, you're saying, is is good?
[0:48:00] Kkoma @itskkoma: You know you know... Yeah. I was gonna say, you already know what's coming. Oh my god. This is over two weeks, and I already know what he's gonna say. Oh, you know, well, like, is a 150 good, or is a 120 something good? Because that's my score, and I didn't do anything. But, yeah, I'm just amazing. Anyways, continue, Alpha Gamer, what you're gonna say?
[0:48:18] Dave @DCBK2LA: Yes. No. No.
[0:48:19] NatNat @Natnatx007: I was gonna send you back.
[0:48:21] Dave @DCBK2LA: No. No. I... Well, I I
[0:48:22] AlphaGamer @AlphaGamer_sats: was just really curious because, you know, you you guys are following a lot of this, you know, you're following a lot of this stuff. We're...
[0:48:29] Kkoma @itskkoma: Just share your
[0:48:30] xFactor @xFactorPOL: story. What are you... What's just coming?
[0:48:31] Dave @DCBK2LA: Come on, Gabriel. Just... You're priming the pump. Just just plug it already.
[0:48:34] AlphaGamer @AlphaGamer_sats: No. No. I'm not even trying to. Like, like, the only time I really check this is is when I come in here with... And just have fun with you. But, yeah,
[0:48:41] NatNat @Natnatx007: it's something you show us. I'm happy score. To You have... We know.
[0:48:45] AlphaGamer @AlphaGamer_sats: No. No. It just shows a 113, but I'm like, this thing goes up to
[0:48:48] Dave @DCBK2LA: a thousand. There it is. There it is.
[0:48:50] AlphaGamer @AlphaGamer_sats: That's a weird picture. But, Koma, what I was gonna tell you before we move on to the, Kaushi, Solana stuff was, my call on CleanSpark was up, like, 70% in a few days. Remember, CleanSpark Energy Data Center?
[0:49:04] Dave @DCBK2LA: Yeah.
[0:49:04] AlphaGamer @AlphaGamer_sats: Yeah. Yeah. That...... That one. Yeah. Yeah. So that that whole that whole sector is still flying. So... Yeah.
[0:49:10] Kkoma @itskkoma: Alright. Are you gonna sell anytime soon or just share screenshots? Because I have a problem
[0:49:14] AlphaGamer @AlphaGamer_sats: sharing screenshots.
[0:49:15] Dave @DCBK2LA: No. No. No. No.
[0:49:15] xFactor @xFactorPOL: Who else shares screenshots?
[0:49:30] AlphaGamer @AlphaGamer_sats: So, like, they're building in Texas right now on 271 acres, and they're gonna continue to build into 2026, 2027. So this is not a short term for... This is... I'm I'm betting on the infrastructure power that's gonna be powering the entire AI sector, you know, in The United States. So that's... Yeah. This is multiple years going out that I'm planning on here.
[0:49:56] NatNat @Natnatx007: Alpha game, one thing I I I want I want to hammer hammer home here when it when it regards to the x score. The reason why my x score was at 44 when I came back is because I was gone for almost a year. Right? But believe you me, if I was active for that whole year, my x score would be higher than yours.
[0:50:12] AlphaGamer @AlphaGamer_sats: Oh, I... No. No. I I... I'm I'm... I'd... I pretty much know it would be
[0:50:17] Dave @DCBK2LA: because I'm not trying to it. But but but
[0:50:19] AlphaGamer @AlphaGamer_sats: but I'm not trying to do it with that. I'm I'm more focusing on exactly that, the power, the data. That's where all my research is is pointing right now. And Landy went off on the last basis, you know, how he has all the NDAs and he can't, you know,
[0:50:35] Dave @DCBK2LA: talk about a lot of that stuff, but I can.
[0:50:37] AlphaGamer @AlphaGamer_sats: And all I see is opportunity and potential. And if you don't see that all these AI companies and the future, even of crypto, right, they're gonna need energy. If you can't see that, then I I don't know I don't know what to tell you.
[0:50:53] Dave @DCBK2LA: Facts. Big, big, big facts. Yeah. Monique...
[0:50:55] Moni @monitalan: Dave, what did Ben talk about? Well, he talked about nuclear energy, but he talked about another sector of companies within the AI energy part. Do you remember what they were? I was gonna go back and listen to space, but then I was late.
[0:51:11] NatNat @Natnatx007: Yeah. I actually don't remember.
[0:51:13] Dave @DCBK2LA: We we we pivoted from there to, like, titanium production, if if I recall. But I don't remember another energy, but he was just big on nuclear. He was like, nuclear needs
[0:51:21] Moni @monitalan: be Like a company... Yeah. But a company Cherawulf? Work
[0:51:26] AlphaGamer @AlphaGamer_sats: Does that work? Does that mean anything?
[0:51:27] Moni @monitalan: Like, in Tennessee in Tennessee or or somewhere?
[0:51:31] AlphaGamer @AlphaGamer_sats: Yeah. So check...
[0:51:31] Moni @monitalan: What did he say there?
[0:51:32] AlphaGamer @AlphaGamer_sats: So so money probably is in reference to TerreWolf because they were pretty much the only nuclear Bitcoin miner, and they're the ones who got that big contract at Lake Mariner or Marina. I'm not sure how you say that. Over there in New York, East Coast. And that was, like, a massive contract that they got. And it's... Because, essentially, they're gonna be doing nuclear Bitcoin mining and pivoting to AI, kind of the whole... Yeah. So that's that's... Yeah. That that was Wolf, w u l f.
[0:52:03] Samara @thee_samara: Cool. Okay. Thank you. I think
[0:52:05] Moni @monitalan: it was something else, but it was, like, the titanium or something.
[0:52:08] Dave @DCBK2LA: I don't remember.
[0:52:09] AlphaGamer @AlphaGamer_sats: I I... Yeah.
[0:52:10] Dave @DCBK2LA: I don't know. But, like, I I I I think the... Like, just listening to Amador Moni was, like, the nuclear conversation did remind me of everything gamers have been talking about here. Right? Like... And kinda putting all this shit on our radar. So... Yeah. Like, when I get corroboration from two smart minds, right, like, that tells me, like, it's something we should probably, like, explore. So for everybody listening, like, nuclear energy, probably something that this country is going to revisit. Because the one thing that Ben, if I remember... And Gamer also has been telling us is, like, it's a geopolitical game at the end of the day. Right? Like, he who controls, like, these energy sources. Right? We're humans at the end of the day. This world doesn't just power itself. Right? The shit that we do, your phones, your... Like, energy makes the world go round. So, yeah, great stuff, Gamer. Lindy, go ahead, and then I wanna get into the Solana Kaushi story.
[0:52:57] Landy @CryptoLandy: Yeah. Just real quick. Energy is what what makes society. Right? If you don't have good energy production, you... You're DOA. And, one of the big things that I did wanna mention about a lot of the crypto slash AI companies, when it comes to mining or even propping up infrastructure, understand that when those things fall out of profitability, for instance, the Bitcoin miners, when they fall out profitability, what happens is they become net sellers of that underlying asset to offset the energy, that they need for the AI infrastructure side. So this is gonna become a bigger and bigger topic of discussion in the coming years because now we have a lot of deals being done with what's known as off grid. And off grid miners and and node operators and validators and stuff are starting to pop up everywhere. And in power... What's... What is it? Alpha Gamer, help me out here. My brain just freaking farted.
[0:54:12] AlphaGamer @AlphaGamer_sats: I need some more some more clues.
[0:54:13] Landy @CryptoLandy: Stranded power areas. So when you have stranded power that can't make its way out, they're helping to make the connections. And, also, they're they're offsetting in some of the places that you wouldn't normally think of, like California.
[0:54:27] AlphaGamer @AlphaGamer_sats: Renewable. And... So, like, flare gas. Yeah. Flare gas.
[0:54:31] Landy @CryptoLandy: Yes. And a lot of a lot... They're they're providing a solution to a problem here in The United States. It's gonna become a bigger and bigger deal. It's gonna take a while for nuclear to spin up here because there is so much red tape, and it's all artificial red tape. There's no real reason for it other than, nuclear was declared bad, so we must put up all of the red tape. And in reality, it will take some... It will take a while to take it down from the federal side. That'll come down first, but then it's on the states because the states are the most restrictive when it comes to nuclear power. But you're gonna see this mining slash AI continue to pick up in terms of a narrative. But understand, the moment that those things turn unprofitable, they turn them off. They sell the underlying asset to provide for the the offset on the power infrastructure side in terms of cost. And then when they're back in profitability, for instance, especially on the Bitcoin mining side, they flip it back on, and then they hold again. And that's where we are seeing the bigger movements in the market. And it's not just Bitcoin. This is now gonna be extending over into all of your wonderful proof of stake networks as well.
[0:55:45] Dave @DCBK2LA: Let's go. Beautiful. Great stuff, guys. I love it. And if y'all were not paying attention, I highly recommend go back and listen to that entire exchange, because that is going to be a very, very, very big narrative moving this whole thing forward. Because crypto is not going anywhere, AI is definitely not going anywhere, and the needs are only going to get more and more and more for energy. So, yeah, great stuff, guys. And I was just putting this tweet out. I just realized that Ninja literally applied for this program. Okay. Let's talk about this. I'm going to read you guys the headline, that I just came across, throw across the wire a little bit ago. Calci taps Solana to tokenize betting contracts. Says the move could challenge another prediction platform by providing Kalshi users with greater anonymity through tokenized buys and sells on the Solana blockchain. So it says Kalshi has begun allowing users to buy and sell tokenized versions of its event contracts. Where's bread when you need them? According to CNBC report, Kalshi has moved closer to according cryptocurrency users by offering tokenized contracts, which are now live on Solana. So per report on Kalshi, it says tokenized predictions powered by Kalshi are live on Solana. 2,000,000 plus in builder grants are open. Acxiom Exchange is next, and more chains coming soon. Kalshi sees the writing on the wall. They see that eventually, Polymarket's going to take it all. Right? You need the chain. This can't just be a thing that just stands and sits on its own. It's not going to... Like, it'll... It's great for now, and there is... And I think this is a phenomenal move, and I'm curious what you guys have to say. But I look at this as, Kalshi has massive, massive liquidity, way more... At least in the sports arena, way more than on Polymarket, and it's not even close in my opinion. They institute this, and it might... This is gonna be an absolute game changer. X x factor, I really wanna get, like, your take on this, kinda how you see this, and then I'll come to cool and nap. But, like, I really wanna know kinda where you at with this?
[0:57:47] xFactor @xFactorPOL: Am I wrong? Hello? Hello?
[0:57:49] Dave @DCBK2LA: No. I hear... Did you hear my question?
[0:57:53] xFactor @xFactorPOL: Repeat the last one.
[0:57:54] Dave @DCBK2LA: Think might t
[0:57:54] xFactor @xFactorPOL: m o. No. No. Repeat the last thing.
[0:57:57] AlphaGamer @AlphaGamer_sats: The very last thing. X factor, can you hear Dave?
[0:58:00] Dave @DCBK2LA: X, you can hear me. X factor, you can hear me.
[0:58:02] Kkoma @itskkoma: That was the last thing
[0:58:02] AlphaGamer @AlphaGamer_sats: you did say. Can you hear anyone?
[0:58:05] Dave @DCBK2LA: That was the the last thing I did say. Can you hear me, X factor? No. We were talking about... So, obviously, just like the the the Kalshi story. Tokenize tokenize sport, like, betting contracts on Solana. Where are you at with this?
[0:58:17] xFactor @xFactorPOL: Yeah. It's a it's a game changer, and I think it's something that Kalshi needs to stay competitive with Polymarket. They see an opportunity that's not being done, and they're taking advantage. Right? So this builder's grant is pretty massive, $2,000,000 or they should be getting some some good tech on their platform to build some cool shit. And, obviously, if you do that, you have a community behind it and you showcase more products. It's it's easier to show, you know, Kalshi, continuing to generate revenue. So I think it's very smart. We actually have an... A project that's being incubated on, on cyber that applied for the grant as well just because it's already pretty much built out and we were gonna do either... They were gonna do either Polymarket or Kashi. So this might make the decision significantly easier. But...
[0:59:03] AlphaGamer @AlphaGamer_sats: Yeah. So so I'm hearing Polygon or Solana?
[0:59:07] xFactor @xFactorPOL: So, I I mean, well, Polygon or Solana for the for the chain. Right?
[0:59:12] Kkoma @itskkoma: But, I
[0:59:12] AlphaGamer @AlphaGamer_sats: mean, it it really... Well, because Polymarket versus Kalshi.
[0:59:15] xFactor @xFactorPOL: Sure. But but Kalshi... Technically, you don't have to be on Solana to to tap into Kalshi. Right? This is just they're tokenizing the assets on on on Solana, which is which is dope. But it... You don't necessarily have to be a project on Solana to take to take advantage of this. It could be cross chain.
[0:59:36] AlphaGamer @AlphaGamer_sats: Doesn't doesn't Kraken already have tokenized stocks on Solana? They do have
[0:59:42] Dave @DCBK2LA: tokenized stocks. This is prediction markets, bro. These are betting contracts. Oh,
[0:59:45] AlphaGamer @AlphaGamer_sats: that's right.
[0:59:46] Dave @DCBK2LA: This is a totally, totally different game. You know?
[0:59:48] xFactor @xFactorPOL: Totally different ballgame. And that's a sweet and neat twist to the industry, think, honestly. It's gonna it's gonna have a lot of eyeballs in it. It's gonna create a significant hype, which is great because right now they're in the middle of potentially getting just blasted by these casinos and all this legal BS that's coming their way. So it just might be another way to create revenue and maybe Is
[1:00:08] AlphaGamer @AlphaGamer_sats: is Cauchy for US? Yeah. US people use Cauchy? Percent.
[1:00:13] Dave @DCBK2LA: They're actually federally regulated, bro, by the CFCC. So this is the thing now. Like, they're suing many, many different jurisdictions, like, different states because, of course, the gaming commissions are gonna be like, s this. We don't want... Like, no way. Right? They're putting out all these stories. Like... And just check the chat. Like, I feel like x factor not in a bunch, like, put a bunch of... And Landy put a bunch of these in there. But, like, this this is genuinely, like, where where we're at. But these valuations, like, yo, x factor couldn't have been more spot on when we spoke three, four months ago, when we saw the poly, three months ago... Or two months ago, excuse me, or a month ago. My god. With the poly market raise whenever I was in Canada. But the $2,000,000,000 that they raised in their last round, valuing them at 9,000,000,000. Kalshi raised a billion in their last round from Sequoia. Right? That's an $11,000,000,000 valuation. Right? So these are only gonna continue to jump. They're gonna raise more and more and more money. And, like, I know it's not directly correlated, but when you look at, like, sectors that are growing so fast, look at what XAI did. They literally did a series e rounds for 25,000,000,000. This is only going to get louder and louder and louder, and I see these two monster behemoths literally doing the same exact thing. But, also, I forgot, Landy, it might have been you. I don't know who put this in the chat, but I watched that whole video of, like, the prediction market crime. I I forgot who put it in the chat, but I watched that whole video where the guy is like, look how easy it is to game certain prediction markets like on Polymarket. If you have a couple... Like, a 50 or a $100,000,000, you could... Like, some guy made, like, a million bucks in a day. Right? Just like, you know, gaming an outcome. So we don't gotta go down that route. I kinda wanna just stay on here, but I'm... I kinda, like, tailed for a little bit. But Real
[1:01:48] AlphaGamer @AlphaGamer_sats: real quick, Dave. Yeah. So so on on... Just real quick. On Polymarket, The USA people aren't... Are restricted. Right? They're not allowed? No. So then if if They
[1:01:58] Dave @DCBK2LA: passed the they passed the law already, and they should be able to It's allowed. I'm getting my The app. Oh. Yeah.
[1:02:04] AlphaGamer @AlphaGamer_sats: The app would have the advantage, you know, if that's if that's the case.
[1:02:09] Dave @DCBK2LA: Yeah. The app is actually in the app store for Polymarket, but now there's, like... They're doing, like, the, you know, the slow rollout. Right? So I'm, a 110,000 or whatever on the wait list. But go download the app. You know the drill. It's like, share it with your friends. Move up the wait list, blah blah blah. But you can... I mean, look. There's obviously ways around this, bro. Like, we're betting... I'm using Tater to bet on Polymarket directly on the timeline. Right? Like, I won I won a Polymarket bet yesterday. I mean... But we don't break the law here for anybody listening, Feds, Landy, Langley. But, yeah, please, Monica, go ahead.
[1:02:42] Moni @monitalan: I was just gonna ask, did anybody... Because I haven't watched the sixty minutes interview with...
[1:02:47] Dave @DCBK2LA: That's tonight. It's on tonight. I think... No. No. That... It happened
[1:02:50] xFactor @xFactorPOL: it happened yesterday. It happened yesterday.
[1:02:52] Dave @DCBK2LA: Yesterday. Right? Was aired tonight. It airs today. Did you sighed. Sighed, dude. Telling me that you can't tell me it aired Oh, it's aired by side by side.
[1:03:02] xFactor @xFactorPOL: No. It's all good. It aired yesterday after the Sunday night fucking, I believe, because I was watching it, and I kinda saw
[1:03:09] Dave @DCBK2LA: You're rugged. Like, full of. See?
[1:03:13] AlphaGamer @AlphaGamer_sats: The feds are listening in. See what you did?
[1:03:16] Dave @DCBK2LA: Yeah. My bad.
[1:03:17] Moni @monitalan: I just shared a clip
[1:03:19] Dave @DCBK2LA: from hear me? Landy, get off my get
[1:03:21] xFactor @xFactorPOL: off my clip, bro.
[1:03:24] Dave @DCBK2LA: No. Yeah, Wendy. Let... X factor x factor a little, bro. Sorry. Let let me let speak, bro.
[1:03:30] Landy @CryptoLandy: Bad. And can you hear us... X factor. Can you hear us through the through the black van's walls?
[1:03:38] xFactor @xFactorPOL: Bro, I'm just trying to go to a heat cam really quick while while still support the
[1:03:42] Landy @CryptoLandy: space and be here.
[1:03:42] Voice L: Can you just let me live my life?
[1:03:45] xFactor @xFactorPOL: First of all, I'm predicting on it and the
[1:03:47] NatNat @Natnatx007: over is gonna hit by myself....
[1:03:49] AlphaGamer @AlphaGamer_sats: While we're on the top on the top.
[1:03:52] xFactor @xFactorPOL: The over is gonna hit. I'm just saying, but I'm predicting, not betting.
[1:03:55] Dave @DCBK2LA: Yeah. You can't say bet when exactly. Every time, he will correct you every single time. Like, I am predicting on this market. I am not betting. Bro, I tried to do
[1:04:04] xFactor @xFactorPOL: that with a completely different... Whether you gotta try it you gotta try it at home, Dave. And if you're meeting like... Which I know you will soon, a lovely lady that suits your needs, you know, you you can't tell her that you bet.
[1:04:14] Dave @DCBK2LA: We got it.
[1:04:14] xFactor @xFactorPOL: Predict on future outcomes.
[1:04:16] Dave @DCBK2LA: I'm just saying. It's it's a it's a way better narrative. Future... Could we put a prediction market together on when you're gonna get off your ass and propose? Uh-huh. Let...
[1:04:24] NatNat @Natnatx007: You think
[1:04:24] Dave @DCBK2LA: I want to hear that.
[1:04:26] Landy @CryptoLandy: Sounds like... This sounds like a tarot card reading.
[1:04:31] NatNat @Natnatx007: Wait. So x how long you've been with your girl? Are you guys playing house?
[1:04:34] Dave @DCBK2LA: What's Oh, shit. X Factor, don't answer those questions. You you are not. No. Wow. Answer those questions. Wow. Answer those questions, bro.
[1:04:41] xFactor @xFactorPOL: I'm gonna... I'm just a public... This is a public space, and I... And it's our puzzle week. Thank you, Dave. So Yeah. I'm exactly... Go ahead. Yeah. Don't do that.
[1:04:47] Dave @DCBK2LA: Yeah. You are... Go to the heat game, bro. Thank you for the support. Trust me. This is exit stage left. But, yeah, guys
[1:04:55] NatNat @Natnatx007: Have a good game, Zach. I really appreciate you.
[1:04:58] Dave @DCBK2LA: Lanty, talk to me, man. What do you make of these, like, tokenized gaming con... I guess, prediction market contracts on on Solana?
[1:05:06] Landy @CryptoLandy: I... Look. I think it's a big deal. I also think the Poly market's gonna hit back. I also think that Kalshi is gonna go cross chain, but that's just me. I wouldn't know anything. And I really don't. I wish I did because then I could bet on it. I'm sorry. I could make a prediction.
[1:05:22] xFactor @xFactorPOL: You're saying who's going cross chain?
[1:05:24] Landy @CryptoLandy: I have the feeling that Kalshi will start on Solana and then go cross chain with it because they need to...
[1:05:32] AlphaGamer @AlphaGamer_sats: They're stable coin. Right?
[1:05:33] xFactor @xFactorPOL: That's that's that's our... That's that's gonna happen 100%, Lynn.
[1:05:37] Dave @DCBK2LA: Yes. What's the stable coin?
[1:05:38] Moni @monitalan: I'm with Polymarket too. I'm with Polymarket too. Polymarket...
[1:05:41] xFactor @xFactorPOL: So all these all these guys all these guys, when when you speak to them from a bit... From a builder perspective, the first thing that they ask you is, how nice can you play even if we're on Solana with all the other ecosystems? They wanna roll that out. They wanna build it out as quickly as possible because the more volume that they get on chain, they they get charged a fee. Right? So the more volume that they that they generate, the bigger, fee cut is gonna be. It's another income stream.
[1:06:04] AlphaGamer @AlphaGamer_sats: Doesn't wanna already have Wormhole to do all that?
[1:06:08] Landy @CryptoLandy: Yeah. But that that What?
[1:06:09] Dave @DCBK2LA: Yeah. But nobody cares
[1:06:10] xFactor @xFactorPOL: about Wormhole because he can't predict on
[1:06:11] Dave @DCBK2LA: them, bro. Yeah.
[1:06:12] AlphaGamer @AlphaGamer_sats: Well, I'm not I'm not big in there, so I'm... I don't know.
[1:06:15] Landy @CryptoLandy: And that's...
[1:06:16] AlphaGamer @AlphaGamer_sats: I'm just a Bitcoin guy. I don't know.
[1:06:17] Landy @CryptoLandy: That doesn't...... Quant. That that doesn't help with contracts because it's the contract side of things. So they want your platform to be compatible with the most chains possible. And Polymarket's already kind of been in this game. They're just not making announcements, I think, at the moment. But I'm sure that there's people here who know what Polymarket is up to because they're probably building. The biggest thing here that I see is Kaushi has to make up the gap, and it's gonna be tough because Polymarket gets a bunch of free press and mainstream media. And in every news... Every major news outlet for mainstream media and attached to mainstream media, they have the mind share. They don't have to do much. In fact, they don't have to do really any advertising. It's being done for them. When you have the president of The United States reposting prediction markets with Polymarket right there, but then this leads right back to why is Polygon not reaping the rewards? Well, because it's an underlying utility token, and it's... And it is making it a very efficient market. Now that's... How could they possibly start to, you know, improve? Well, probably by doing the same thing that Kalshi is doing now. So Kalshi has to move quickly. I think that Solana is probably their best play because there's a lot of degens over there, and then they can kinda move out from there.
[1:07:48] AlphaGamer @AlphaGamer_sats: Is there any news of a IPO for for Polymarket or Kalshi?
[1:07:53] Landy @CryptoLandy: Kalshi? Or not yet?...
[1:07:54] Dave @DCBK2LA: Yet. But as I would say, the first one to come... I mean, look. The 2,000,000,000 that was raised by by Polymarket was literally from ICE, which is the parent company of the NYSE gamer. If I IPO. Yeah. If there was gonna be one Yeah. It's probably gonna be that one. It's probably gonna come forward.
[1:08:10] AlphaGamer @AlphaGamer_sats: I think I think those will be massive valuations when those things finally come out.
[1:08:14] Landy @CryptoLandy: They're courting investors right now off of Gammer.
[1:08:18] AlphaGamer @AlphaGamer_sats: Yeah. I'm gonna get... I... Are we gonna find out where......
[1:08:20] Dave @DCBK2LA: Saw Robin Hood in that? You think?
[1:08:23] NatNat @Natnatx007: I I believe so. Right? Because even on... There's a... Another... I forgot another wallet that you... You'll be able to buy that they started launching IPOs as well. But Robinhood is definitely what's the... To pay attention to once that happens for sure. I have my eyes glued
[1:08:38] Landy @CryptoLandy: to that. Webull as well? Does...
[1:08:41] AlphaGamer @AlphaGamer_sats: What about...
[1:08:42] NatNat @Natnatx007: There you go. Webull. Yes. Webull just rolled out.
[1:08:45] AlphaGamer @AlphaGamer_sats: Didn't didn't crypto.com also announced they're Absolutely. They're doing that? Yeah. Same thing?
[1:08:51] xFactor @xFactorPOL: Yep. Yeah. Everybody everybody's gonna do it, and both of these... Both Polymarket and Couch are gonna try to supply connectivity to make that work. And they're both probably gonna be playing in the same field. Like, even in the future, they could potentially even share liquidity on
[1:09:04] NatNat @Natnatx007: But from from experience from experience, I can't speak to the other two. Right? I've only used Robinhood, and for me, it's the smoothest. And you're able to put in a limit order, and they tell you exactly if it's oversubscribed, what the price is, and all that good stuff. I've used it. I've been successful with it. I haven't used the other two just as a disclaimer.
[1:09:23] Dave @DCBK2LA: Yeah. So just to be clear, we're talking about
[1:09:24] AlphaGamer @AlphaGamer_sats: They're gonna launch on claim based. Let's go. Just to be...
[1:09:27] Dave @DCBK2LA: Hold on. Just to be clear. Yeah. This is the thing. Right? X Factor is talking about prediction markets. Now now you're talking about the IPOs on on Robinhood, but I just wanted to make that clear for everybody. But X factor, let me ask you this question because, like, in the story, it says Robinhood have pushed into the prediction market sector. For those that don't know, Kalshi powers the... Like, Robinhood prediction mark. Right? Like, their offer... Their prediction market offering is powered by Kalshi. So now it's like, where is Coinbase in all this? And at the end of the story, last line is Coinbase is reportedly exploring a similar move. So this is gonna be really interesting to see. X x factor, who do you think... Or, like, what move do you think they're gonna do? Are they gonna build their own? Hopefully, it's not like the Coinbase NFT marketplace. X factor, what do you what do you think it's gonna be?
[1:10:11] xFactor @xFactorPOL: I don't I don't think they they they will build their own, but it makes more sense to to kinda push Polymarket. It probably makes easier sense from a... From an integration, perspective or, like, connect to their APS. But they could do either. They could do Polymarket, all cash. Yeah. My my bet...
[1:10:26] NatNat @Natnatx007: Everyone wants a piece of
[1:10:27] Dave @DCBK2LA: the pie. Right? I think one one market on base....
[1:10:30] NatNat @Natnatx007: Alpha gaming. We'll we'll take on the formula. I think once everyone saw what the... That initial valuation was, they kind of just let everyone know, okay. There's money to be made here. I want it. And slowly, slowly, you'll be seeing everyone that grabbing a piece of the pie. So I really... Like we said, and I think, x factor said it perfectly when we first broke the story. Right? This is really only the beginning.
[1:10:52] Dave @DCBK2LA: Agreed. Go ahead, Gamer.
[1:10:55] xFactor @xFactorPOL: There there are... Just alpha gamer to your point. There are some prediction markets on base, but the liquidity is not there. The technology is okay. But if they wouldn't... Wanted to explore that, they probably would have
[1:11:06] Dave @DCBK2LA: already made a move and and buy some of these companies out.
[1:11:08] AlphaGamer @AlphaGamer_sats: Because because because that's what I would would figure because, you know, they're trying to build out their base network. Right? So I was thinking probably some kind
[1:11:15] Dave @DCBK2LA: of
[1:11:15] AlphaGamer @AlphaGamer_sats: prediction, especially with all the, you know, all the agents and all that prediction markets that, you know, like, you... I mean, a lot of you... A lot a lot of the developers, that's what they're in. Right? All the hackathons and everything. But Polygon, I mean, it's it's... They're both Ethereum layer two. Right? So it wouldn't be a far stretch. I'll say this.
[1:11:36] xFactor @xFactorPOL: And you gotta remember. Right? They're they're just pass... They're just passing through transactions through these, through these, chains. Right? So it really doesn't matter. They just want to capture the user and to capture the revenue that comes from having predicted markets on their platform. So I don't necessarily think it needs to be on base or whatever the case might be. They don't care. But it's just something that works and captures revenue.
[1:11:55] Dave @DCBK2LA: It makes for us much, much more powerful offering with base token incoming if you have a monster prediction market platform on on base, bro, it makes the base token Woah. 100%. But it's... Or or you
[1:12:09] xFactor @xFactorPOL: could just tie in Polymarket or Kalshi into Coinbase and farm XP to get an airdrop for base. Same narrative. Way cheaper. You don't have to waste your time
[1:12:17] Dave @DCBK2LA: creating that Maybe there's a Billy Betts plug here somewhere. Landy, can you make it?
[1:12:24] Landy @CryptoLandy: Wait. Wait. What? Billy Betts? There is a lot of money that can be made there with Billy Betts. I was just thinking everybody's ignoring the actual elephant in the room when it comes to sports betting, and that's DraftKings.
[1:12:37] Dave @DCBK2LA: That that... FanDuel.... Predicting.
[1:12:40] Landy @CryptoLandy: Well, DraftKings is bigger than FanDuel. And I know FanDuel's big, but DraftKings...
[1:12:44] Dave @DCBK2LA: What's... Listen. What's what's $4,000,000,000 amongst friends? You know?
[1:12:48] NatNat @Natnatx007: 38,000,000,000, 34,000,000,000.
[1:12:50] Dave @DCBK2LA: What's 4,000,000,000 amongst behemoths? You know?
[1:12:52] Landy @CryptoLandy: Well, just understand that the the DraftKings is going to which chain? The Polygon blockchain. And their core partner is who? Polymarket. So there is there is a vested interest when you see some of these. Like, okay. Where does FanDuel go next? Right? Right? And and now you have... Yeah.
[1:13:20] Landy @CryptoLandy: Yo. That that that would be wild. That'd be wild. But on this note is when you're watching these moves happen, now you see why it's imperative that Kalshi move quickly. Right? Because when when the fan, when the FanDuel announced,
[1:13:37] Kkoma @itskkoma: you've
[1:13:37] Landy @CryptoLandy: got DraftKings announced, and now you're getting the partnerships between these different companies where they're really trying to build these mega structures for prediction markets through all of the various rails that are already running, but they know that they have to expand quickly, and these are very illiquid markets. And the first one to move on the liquidity side is gonna have a little bit of an edge, but that edge goes away very quickly, which I... Which is why it's a very strategic decision to go to Solana because you could just suck all the liquidity out of Altcoins just through Solana. We've seen that a million times, and I'm not joking, by the way. We saw the Trump token become a black hole of liquidity to Solana and through the Trump token from every single alt chain, even hitting Bitcoin. Right? So this is this is gonna be very interesting to watch. Now is the market gonna cooperate? That's the big part. That's gonna determine... I mean, it's not gonna determine the success of this kind of thing because of just its processing contracts, But it's gonna, I think, determine the success of who gets the most hype out of the other side of their deals that they do with these chains and how many chains they can expand to very quickly. And liquidity is gonna play the biggest part. So they're the first mover.
[1:14:58] xFactor @xFactorPOL: Yeah. And and there's... Oh, go ahead, Lendi. Sorry. Just the just the the one thing also that needs to be said is there's only a certain amount... There's a huge amount of market share. Right? And there's big money here, but, you know, whoever captures it all is the one that's gonna be hitting the underlying projections and everything that's been put into these fundraises and underlying raises. Right? They need to hit certain metrics and numbers. So it's it's literally a raise to make sure that they have as much volume as possible so they look sexy, and they keep raising money as well because don't don't be fooled. There's metrics that need to be there.
[1:15:35] Dave @DCBK2LA: Fuck. Listen to me. Listen to me very closely, everybody. You miss a 100% of the shots you do not take. Okay? The second I saw this story, I messaged the tater group. Ninja was like, bro, I already replied to this. I retweeted that, tagged John in the post. I've spoken to John a couple times in the DM. Super approachable guy. Yo. He literally goes, what's your TG? Please connect me with the Tater Trader team. What's your relationship with them? Incoming convo between Kalshi and Tater Trader. Because Ninja already has Jupiter integrated, we're gonna start trading prediction market fucking contracts. This is what I'm talking about. Let's fucking go. Oh my god. This is getting me hyped. Matt, I'm sorry. That one got me hyped. I apologize.
[1:16:16] NatNat @Natnatx007: I can let that one fly.
[1:16:17] Dave @DCBK2LA: I feel the hype. You have been working really hard
[1:16:19] NatNat @Natnatx007: with the tater with the tater trader team for a minute.
[1:16:22] Dave @DCBK2LA: Oh, hell yeah. Yo. This is... Oh my god. Like, my day is made right now. Like, this is gonna be monstrous, monstrous. We're in here talking about this, and it's like... This is... Like, yo, guys. This is what I mean by, like, the opportunity that is out here. You don't know. Like, approach every single person. These minds that you have up here that you hear talking, x factor, Nat, cool, Landy, Monie, Coma, Samara, game... These are not just whatever names up here. These are not just random PFPs. These are people that know what they're talking about because they've been here for a minute. Do you understand? I listen to these people, and I act based off of the things that they say, the advice that they give me, and the... Essentially, every single word that comes out of their mouth, I'm paying extremely close attention to. It might not seem that way sometimes, but I assure you that it is. Right? Despite my ridiculously stupid joke sometimes.
[1:17:14] AlphaGamer @AlphaGamer_sats: Be clear, Dave, to be clear, nothing I say is financial advice, so I do not give him any advice. Yeah. Okay. Thank you.
[1:17:22] Dave @DCBK2LA: Thank you. Yeah. Yeah. You're good on the disclaimer. Moni, go ahead, please.
[1:17:27] Moni @monitalan: I just shared two things up there in the... Whatever it's called. Sorry. I'm tired today.
[1:17:33] Dave @DCBK2LA: Jumbo jumbo. Jumbo con. Yeah.
[1:17:35] Moni @monitalan: There you go. One is... Look. I think I saw that Kalti is... They're, like, hiring all these people in different parts of the world. Polymarket already has that with Polygon. They're growing in Latin America and Africa and other parts of the world where people, I think, will bet... Or sorry, make predictions based on local events and activities. So they don't need to make the hires if they're managing this the right way. They can just tap the Polygon team and then tap the local stables and the the regional stables and the local stable market. So I think there's a great opportunity for Polymarket if they really are tapping the the Polygon infrastructure. And then I shared this. I saw this earlier this month based prediction markets in partnership with Polymarket. I don't know if guys have seen that. So sharing that...
[1:18:24] AlphaGamer @AlphaGamer_sats: It's on the Hyperliquid.
[1:18:27] Moni @monitalan: Yep. So, anyway, I think so much happening. I think tons of opportunities. But I do think Polygon has the... Also the infrastructure globally that CallSheet is having to hire for.
[1:18:40] Kkoma @itskkoma: Yeah. And it's like...
[1:18:41] Dave @DCBK2LA: Yeah. Go ahead, Pombasar. No. No. No. No. No.
[1:18:43] Kkoma @itskkoma: I was I was gonna say because I just know Polygon has been so invested in the the the stable market across, like, not... I don't know. I always think about just US, but, like, globally, it's, like, pretty dominant. And to be... If you're able to connect, like, Cauchy and all these things... Because at the end of the day, like, most people are just familiar with anything that looks like a dollar even though it's not not not necessarily, you know, a true dollar value kind of thing. But if you have tokenized dollars, I I think most people will be comfortable with that. So maybe there is some long term play in terms of what they're thinking with Polymarket and all these other partnerships. But, anyways, go ahead, Dave.
[1:19:21] Dave @DCBK2LA: Yeah. What I was gonna say was, like, I'll tell
[1:19:23] Kool @koolcryptovc: you this, the one thing that
[1:19:26] Dave @DCBK2LA: I have, and this isn't really... This is just relevant to our convo. It's not a tater plug, but, like, trying to do this even on tater when you realize, like like, the bridging component because you need USDCE to trade on Polymarket. Right? What Kalshi does is Lightyear's difference. It's not simple to... Like, the average normie is not gonna know the difference between you... Good luck trying to just get them to understand what USDC is, let alone, like, the usdc.e version on Polygon. That's really, really annoying. And it's like, I'm having trouble with it right now here today. Imagine what the average user's gonna be. I literally wanna make a deposit on call sheet because that's literally where I do all my prediction shit. I barely use Polymarket. I use it obviously just to, like, to to push Tater. But now with this, bro, you could deposit Solana, USDC. They service... I don't know how many different chain... For deposits. It's the simplest thing ever. Here's my money. Credit my account in two minutes. Thank you very much. I'm good to go. I can make my bet however I want. But, like, it's it's a lift on the Polygon side, like, with this USDCE thing. And I don't know... Again, maybe this is just inexperience, and I don't know why they do that. So maybe somebody can explain that to me. But, yeah, like, I I I really think, like, they need to figure that little piece out if they wanna really kinda scale this thing even bigger. But what the fuck do I know? They're raising billions, and I'm just some schmuck
[1:20:46] NatNat @Natnatx007: talking No. You're you're you're actually right. Right? They do they do need to do a better job at at at hiding the wire. Because right now, if if they want to amass greater market share, they do have to make it easy for normies or the random person, for someone... Anyone that's outside of crypto to be a part of this to be able to predict. Right? Because I feel like there... There's a lot of money to be made there too.
[1:21:09] Dave @DCBK2LA: It's only a matter of time. So to what Gamer was saying, Lendi, I'm coming to you right now. But it's only a matter of time. Right? So you heard Gamer say, like, oh, doesn't Kraken do tokenize equity stocks? I said this when me and x factor were talking about when they... When Polymarket got their initial 2,000,000,000 from ICE. Okay? I thought I made this prediction... Not this bet. I made this prediction that this could just be the... Prediction markets could be the gateway into getting everybody on board for ICE to then trade tokenized equities. Right? Tokenized stocks, bonds, you name it. Right? Like, that's just a normal fit. Like, that's the moat, and that's the easy... And that's gonna be a multibillion dollar moat that you can essentially make money off of. And now you essentially now have a... Like, imagine you have hundreds of millions of people now using this platform that you're just like, hey. By the way, we now have tokenized stocks, equities, this, that, everything, and the rails are already in place. It's a done deal. Yeah. Lindy, please go for it.
[1:22:00] Landy @CryptoLandy: Yeah. I'm glad that we finally got around to the hyperliquid side of things. There's a reason why it's it's happening over on Hyperliquid, and these these partnerships are beginning to form. Because what is Hyperliquid all about? It's all about vaulting and liquidity. So there is a lot of things in motion right now. And while everybody's screaming about price going down in markets, often we miss the forest through the trees, and that is that all of the building tends to happen, and all of the most important deals behind the scenes tend to happen around these times. And this, look. You can already utilize many different vectors to get into Polymarket without having to go direct. Right? The hide the wires part is is gonna happen on the platform integration side, into Polymarket, Kalshi, so on and so forth. And their overarching products are are going to just run on these rails, essentially, right, where the market is made there, but the liquidity can be in many different places, platform to platform. What I think would be really funny is if Kalshi starts using, you know, polymarket, polygon rails. Right? Because I could see a future where we're moving towards this tokenized equities future where this is the canary in the coal mine to get everything in. But one of the biggest things is is you have to have liquidity and you have to have interoperability because the moment you run into a roadblock, and that's point, those wires aren't hidden. The... Everything stalls and grinds to a halt, and you can't have that with tokenized equities. It has to be free flowing, and it has to match and exceed the existing system. Otherwise, it's not worth doing. You can't just say, well, we want $24.07, but then not have the rails to do twenty four seven. Right? Because we'll figure out how to do twenty four seven without the chains. And that's not the real goal right now. The real goal is to tokenize everything, and this is a concerted effort from the top, from the top players in the finance world and from the top firms. So when you see all of the big investment that's going into things like Hyperliquid and some of the players that are moving over there, look at the relationships that they're building and who they're building with and who's powering and backing these things in terms of VC ventures and VC arms. Because some of these VC arms are part... Are are adjacent to some of these largest asset under management companies in the world. You might not just recognize them because the name is not associated.
[1:24:48] Dave @DCBK2LA: Good stuff, Lindy. Really good stuff. It's almost seven, guys. I don't wanna get into a whole other story. If you guys have anything else you wanna add. Nat, sorry. Go ahead. Or hot mic... Are you hot mic ing? Alright. She's hot mic ing. She's hot mic ing. Anything else? Gonna fly in the space like this. Anything else you guys have before we go? Cool. Been literally radio silent this whole time. Cool. Sometimes, I wish I didn't run the show also so that I can honestly listen like you because, like, today was some some... It was really, really good. Y'all... Not for a Monday. Not even for a Monday. For any day. Y'all... You... Give yourselves, like, one of these because y'all... Today, you guys were absolutely on point. So well done.
[1:25:33] NatNat @Natnatx007: Can you guys hear me now?
[1:25:35] Dave @DCBK2LA: Oh, yes. We can. Hi.
[1:25:36] NatNat @Natnatx007: Oh, yeah, man. It has been buggy all day. No. I didn't... I just wanted to say, guys, that this show has been amazing today. And as the show grows, as we continue to move forward, I'm constantly blown by the people that come in and give their 2¢ and the stories that that we cover. And it's been beautiful to see the trajectory of crypto. Right? I can't believe we're talking about prediction markets. So when last year, we we were just talking about just letting product... Just letting these projects build in America. Right? So I think we've come such a long way, and and they did... And David Kuhl, they've done such a really good job at bringing in people to the space. You look at x factor. X factor is really knowledgeable when it comes to the the prediction market, right, and Monica and all of these new individuals here. I think now that the year is ending and I feel like ATC is like... We're like one big beautiful family, and these spaces keep getting better and better. And today was a really, really good space, Dave. So great job, guys.
[1:26:32] Kool @koolcryptovc: No. And and and and it's kinda interesting because we we didn't really even spend... We probably spent, like, less than twenty seconds talking about prices, how... What what why why they're down and people are crying. That's that's basically majority of the audience, of the people listening, of even us as individuals, man. Because I I didn't even care or think about price of Bitcoin because there's so much being built in crypto as a whole. And as I'm like, you look forward to the future, and there's so much more coming. So
[1:27:03] NatNat @Natnatx007: I'm also happy Koma is back. So welcome back, Koma.
[1:27:06] Kool @koolcryptovc: Oh, yeah. So, hey, Koma. I wanna ask you. Did you did you go to Thailand and, like, He he get married to third, fourth wife in Thailand because Thailand kept open over there. What what happened? He just... Puma just vanished, man. Like, now he come back in number one on Kaito. Like, what what happened? What happened to... Puma? What was going on?
[1:27:23] Kkoma @itskkoma: Dude, I I already announced that I was gonna go to Asia cool, but you're too busy doing thousand x leverage trading. So I assume you're just looking at your monitor every second to make sure you don't get liquidated. But... No. Yeah. I was in Korea, Japan. I I don't know. This is... This might be another topic for another day, but I did... We we did invest in a a Kelly bag air mess. So, you know, this market could be hot. We'll see how it goes. You know, if if it two x's, then I'm gonna try to convince her to sell, but we'll see how that hap... We'll see how that goes. But, yeah, overall, you know, spent too much money, and now I gotta go hard on Implify or I gotta follow you and do a thousand x leverage trading because I I need some money.
[1:28:04] Kool @koolcryptovc: But I do have a question. So what is it like in in in Japan in in a crypt... Crypto atmosphere? Is it similar than The US, or is it very, very different?
[1:28:13] Kkoma @itskkoma: I don't I don't know about Japan because Japan, I was just kinda just on a vacation. But Korea, I I met a lot of Korean yappers. They they hustle and... Especially, I don't... Dave, I don't know. You met the guy from Flipster. He came in occasionally on our space. That that dude is like an OG OG, like, very highly respected by the Korean community. And he actually got... I think he got a partnership with Reach Network. So, like Oh, nice. You you don't even have to be, like, just an American speaker or American creator. Like, you could be just a good creator, and you'll get a reach out. So, yeah, he's really, like, in the know, and he's he's, like, the head of product of Flipster. But before, he was, like, a huge big... Huge product guy in Kupang. And Kupang is like a... Like like the Amazon of Korea, basically. So, yeah, just met a lot of, like, smart people, met a lot of, like, people from the billions network.
[1:29:10] Moni @monitalan: You met Javi. Right?
[1:29:11] Kkoma @itskkoma: Yeah. I met Javi. We got some drinks together and stuff like that. So it was a good way to, like, connect with a lot people. And, yeah, I got some merch and was able to get a a little fun marketing campaign going that got me number one on the Kaido leaderboard. So, yeah, overall, it's good.
[1:29:27] Moni @monitalan: I think... Isn't, like, Korea the number one or two... No. The number two or three top country for traffic, like, though?
[1:29:36] Kkoma @itskkoma: They're, like, number one... Yeah. They're number one or number two, but because... Like, dude, Korea's, like, Korea's kinda insane in terms of their crypto laws, and I think majority of, like, Asians... Asian countries' crypto laws are kinda insane. Like, there really is no such thing as capital gains tax on... In crypto. So, like, the amount of liquidity that comes into crypto is, like, absolutely insane. And on top of that
[1:29:59] Moni @monitalan: It's like everybody moves to Korea.
[1:30:01] Kkoma @itskkoma: Yeah. Exactly. Because right
[1:30:03] NatNat @Natnatx007: my bags as we speak. Go ahead. Keep talking.
[1:30:05] Kkoma @itskkoma: Keep talking. No. No joke. No joke. Like, because you can get credit cards through crypto, you could actually pay off your credit card with crypto. So, essentially, because you're not getting any capital gains tax, you're, like, you're able to just essentially make a crap ton of money, pay off your... Like, and use your credit card like Web two and then just pay it off with crypto. Can you just imagine, like, never being taxed for anything? Like... And, apparently, if you hold your crypto for, like, ten years, you could actually use it as, like, funds to buy a house or whatever and never get taxed for it. So there's just so many amazing... I don't wanna say loopholes, but actual, like, lack of regulation, I guess, around this stuff. And it's it's kinda crazy how much Koreans and Chinese are, like, really heavily into, crypto because of the tax benefits. That applies to, like, Singapore as well in Philippines. So... Yeah. In Philippines, you don't even have to file your own taxes. You could, like... Your employer files your own taxes. And then you could ask yourself, what if you're self employed? Comma. No comment. No comment at
[1:31:07] Dave @DCBK2LA: all on
[1:31:07] NatNat @Natnatx007: that, apparently. Wait. Just crypto taxes in America? I'm kidding. Yeah. It's
[1:31:12] Dave @DCBK2LA: not that crazy.
[1:31:15] Kkoma @itskkoma: I don't know. Maybe we gotta figure out the mandate that does it. You know? So...
[1:31:19] AlphaGamer @AlphaGamer_sats: Koreans and all those groups that you mentioned, those are all big gambling societies. So it doesn't surprise me that they're gonna be, you know, not heavy on regulations and...
[1:31:33] Kkoma @itskkoma: You know, it's ironic. It's actually illegal to gamble in Korea.
[1:31:38] Dave @DCBK2LA: I think you were talking about...
[1:31:39] AlphaGamer @AlphaGamer_sats: Well, I was in... When I was living in Hawaii, Koreans run the whole underground circuit over there.
[1:31:45] Dave @DCBK2LA: Why why do you think it's not
[1:31:46] Kkoma @itskkoma: in Korea in
[1:31:47] NatNat @Natnatx007: in Hawaii?
[1:31:47] Dave @DCBK2LA: It's in Hawaii. We we
[1:31:49] Kkoma @itskkoma: have in Korea. Yeah. Exactly. But
[1:31:52] AlphaGamer @AlphaGamer_sats: but, man, I'm telling you, those Koreans, they... Man, they're they're balling out over there.
[1:31:56] Kkoma @itskkoma: The appetite to make money because it's so hard... Because, basically, the average, like, engineering salary is, like, $50.40 to 60 k kinda thing, but you can't you can't buy a house in Korea with that amount. So they they have to predict or gamble or whatever you wanna call it in the markets. So, essentially... Yeah. Exactly. Land is lacking.
[1:32:20] Landy @CryptoLandy: The record, I pay all of my taxes in a 100% crisp American bill.
[1:32:26] Dave @DCBK2LA: Bro, you're the one recording the spaces and going back... And taking this back to Langley, bro. What do you what do you mean, bro?
[1:32:31] Landy @CryptoLandy: Like, you know, I pay my taxes.
[1:32:34] NatNat @Natnatx007: So, Langley, your name is apparently Larry.
[1:32:37] Landy @CryptoLandy: I I overpay my taxes to avoid all... To avoid any problems. I overpay...
[1:32:44] AlphaGamer @AlphaGamer_sats: The way Landy's talking makes it sound like the IRS is listening.
[1:32:49] Moni @monitalan: Yeah. You know what? I wouldn't be surprised.... CIA, remember.
[1:32:53] Kkoma @itskkoma: Yeah. But TLDR, Asia was fun.
[1:32:55] Dave @DCBK2LA: Yes. Curios
[1:32:56] Kkoma @itskkoma: fun. I learned a lot....
[1:32:57] Landy @CryptoLandy: Gambling talk on this space. What's going on over here?
[1:32:59] Dave @DCBK2LA: We don't gamble. We predict, bro. You're not paying attention. Just, like, tell your friends to just shut the freaking... Shut the recorder off. I said record. Oh, wow. I watched too many I watched too many mob movies.
[1:33:11] Moni @monitalan: How old are you without telling me? Right?
[1:33:15] NatNat @Natnatx007: But just in case
[1:33:16] Dave @DCBK2LA: the mob...
[1:33:16] Landy @CryptoLandy: This is the whole line.
[1:33:18] NatNat @Natnatx007: Just in case But don't let that in. The IRS is listening, we do pay all of our taxes. Okay? And we do not gamble. We may predict, but we don't gamble.
[1:33:28] Moni @monitalan: And we don't use VPN.
[1:33:29] NatNat @Natnatx007: And we don't use VPN at
[1:33:31] Landy @CryptoLandy: all. Yes. No VPNs.
[1:33:33] Dave @DCBK2LA: By the way, everybody, ExpressVPN is now sponsoring the show. But please You're
[1:33:39] Landy @CryptoLandy: really gonna go to the feds now.
[1:33:41] Dave @DCBK2LA: I'm trying to get us some money out here, guys. One has nothing to do with the other. Okay? Literally none. Doesn't mean to have a majority
[1:33:48] Landy @CryptoLandy: of crypto on this. It says you're connected to Columbia, but you're actually connected
[1:33:52] Dave @DCBK2LA: to Limely. But my Twitter account but my Twitter account outs me and says, logged in from Brooklyn, New York. Goddamn, Elon. What the fuck?
[1:34:00] Kkoma @itskkoma: So so if anyone wants to open up a content house or whatever, you know, like the ATC house in Korea, let's, you know, they they will sponsor us.
[1:34:07] Dave @DCBK2LA: I swear that's my... It's my dream. This... My my dream is to literally, like, find a sponsor that will pay us to, like, go to a house and that we can film content in for, like, a a month or two months. Like, somewhere in the middle of Bali. Bro, I think it would... The content would kill with smart people. Right? Granted, you folks with babies that are married or whatever. This is it is. Sorry.
[1:34:28] NatNat @Natnatx007: Don't behave. Don't be hating.
[1:34:30] Dave @DCBK2LA: I'm not hating, but maybe you can make...
[1:34:32] Kkoma @itskkoma: Nat has 25.
[1:34:33] AlphaGamer @AlphaGamer_sats: She's not... Actually, that...... Would leave his girlfriend and be there.
[1:34:36] Dave @DCBK2LA: Actually, Dave.... Not committed.
[1:34:37] AlphaGamer @AlphaGamer_sats: I I did I did see that. I'm not sure if this is a new thing that's coming up, but I I basically saw a space where they're renting out for, like, content creators within a building. So, like, I went I went by one of my friend's buildings, and instead of renting it out, like, commercial, they're actually, like, isolating, like, smaller cubicles almost with a window. And then they're like, yeah. So I rent out to content creators so they can build out this entire space instead of having that their house or, you know, somewhere else. And I was like, are you serious? And he's like, yeah, bro. He's like, I'm making all kinds of money. I was like, wow. That's actually interesting.
[1:35:16] Dave @DCBK2LA: That's super smart gamer. Yeah. I swear I constantly look for, like, here in New York, but it's so expensive, man. It's, like, a $150 an hour to rent out, like, a podcast studio. You know what I mean? And it's, for that amount, I might as well just, you know, just go buy the equipment myself. You know what I'm saying? But, like, at the end of the day, like, there is something to be said. Like, I would... Like, if I had my own podcast studio, bro, or content creator house or... Bro, I literally looked into this. I literally put Genspark through the paces. I have a whole plan, gamer. Guys, I literally have a whole plan. I just need the money to do it and find the people crazy enough to to help me to Bali.
[1:35:52] AlphaGamer @AlphaGamer_sats: Just get a building where you could, like, like, rent out the other spaces.
[1:35:55] Dave @DCBK2LA: A villa in Bali, bro. I found it already, bro. Put me in the sun. Let me wake up every day. It's not gonna cost a fortune. Bro, this is this is my dream, guys. Can somebody... Also, Dave.
[1:36:08] AlphaGamer @AlphaGamer_sats: Yeah. I don't know if you know this, but I I believe Thailand just switched their to no capital gains tax, right, on Bitcoin?
[1:36:14] Dave @DCBK2LA: Oh, I did not know that, Kimmer. I did not. They did.
[1:36:18] Moni @monitalan: I saw that today.
[1:36:19] AlphaGamer @AlphaGamer_sats: They did. Right?
[1:36:19] Kkoma @itskkoma: Is it only Bitcoin or all crypto?
[1:36:23] Landy @CryptoLandy: It's it's crypto. I... The...
[1:36:25] AlphaGamer @AlphaGamer_sats: Oh, the... I heard Bitcoin, but... I'm not sure what other coins
[1:36:28] Moni @monitalan: there think it was a news reporter that only thinks all crypto is Bitcoin, probably.
[1:36:34] Dave @DCBK2LA: Yeah. Maybe. But but I but
[1:36:35] AlphaGamer @AlphaGamer_sats: I did see that Thailand announced, no capital gains tax. So I was like, holy. Because, you know, the the cost of living in Thailand, you know, you you could pretty much go from anywhere, especially in New York. If were to go to New York to Thailand, that cost of living would be insane insane, bro.
[1:36:51] Kkoma @itskkoma: Anywhere Southeast Asia, you're pretty much no capital gains.
[1:36:54] AlphaGamer @AlphaGamer_sats: Home much.
[1:36:54] NatNat @Natnatx007: But you know that's for a limited time only. Right? So they... This is from 01/01/2025 to 12/31/2029.
[1:37:02] AlphaGamer @AlphaGamer_sats: For for what? 2029.
[1:37:04] Dave @DCBK2LA: Four... Wait. Four years. Yeah. That's literally like a lifetime in crypto. Yeah. You can
[1:37:09] Landy @CryptoLandy: still have to pay American taxes as an American...
[1:37:13] Dave @DCBK2LA: That's true. That's true. He's not wrong.
[1:37:15] Kkoma @itskkoma: He's not wrong. He's not wrong there. He's Point not
[1:37:17] Landy @CryptoLandy: b.... Saving you.
[1:37:19] Dave @DCBK2LA: Yeah. If you have any idea what I found, okay, for $5,000 a month in Bali, I'm gonna find a sponsor to do this. Like, bro, we can live on a compound, a chef, a free... Like, cleaning every day and, like, fully outfitted. Legit fully fully outfitted. Right? Podcast studio, recording studio. Like, you could do whatever you want in there. It's already done. I just need a sponsor. So if anybody's listening to this... Oh my god. What if Kalshi would do this? What if Kalshi in the DMs? Alright, guys. That's all for today. Ladies and gents, great ATC space. I'm going to go network in people's DMs now. Amazing. Cool. Nat, thank you. Landy, Monica, Coma, great to have you back, bro. Samara, gamer, thank you. Joe Fazim, way to engagement farm us. Appreciate you. And that's it. No outro music. Guys, happy Monday. Let's kick some ass. It's December 1. Start of a new month. Whatever happened in November, leave that baggage in November. This is December. Alright? Let's start fresh, and let's go kick some ass. I'll talk to you guys later. We'll see you tomorrow. Peace.

Auto-transcribed. Speaker names are voice-match guesses and may be off.