Investing Continues Amid Drop
He tells how his dad saw BTC on TV for the first time.
0:02:46Dave keeps DCA-ing at $63K, Kool ignores the noise
0:07:45Landy, not more fear than past cycles, miner capitulation, key levels
On the mic
Summary
Cycle Fear and Timeline Noise
Kool says he is ignoring timeline noise this cycle and asks whether fear is worse than past cycles. Landy says no as earlier drops were steeper. What is happening is long-term holders and miners distributing with miner capitulation and a hash-rate rollover.
0:13:57Cash efficiency, levels since 124K played out
0:21:09When did the bear market start, time to find the low
BTC Levels and Bear Structure
Landy gives levels as discussion: last daily lower high about $90.5K, weekly $98K, 68-72K, then low 60s to 58K. BTC is now in bear-market structure after losing about $74.4K. He puts the macro low around late summer to early fall.
0:27:09Is crypto Twitter dead? Audiences on TikTok
0:30:50Coperto, OpenClaw agent on Hyperliquid, IDOS launch Mar 5
Trading Plan and Altcoins
Landy urges a plan, cash efficiency and laddered buys into weakness rather than bounces. He argues alts will not outrun BTC the old way. NatNat says the levels she and Landy have tracked since 124K played out.
0:33:01Want lower prices, time-to-low cycles, DCA plan for the next three to six months
0:40:13Dave's contest video and the algorithm
Bear Market Start and Social Shift
Moni asks when the bear market began. Moni asks why people say crypto Twitter is dead. Landy says audiences have moved to TikTok.
0:50:02Kyle Samani steps back at Multicoin, builders leaving for AI
0:54:44White House TrumpRx tease and pump.fun copycats
Industry Moves and Launches
Kool raises Kyle Samani stepping back at Multicoin. Moni adds that other big names are leaving crypto for AI. Coperto connected an OpenClaw agent to a separate Hyperliquid account and says IDOS launches Mar 5. Dave announces Tater Trader's Somnia integration and a planned action-fi campaign.
1:07:46Gemini exits UK/EU/Australia, layoffs, GEMI stock, post-IPO pressure
Moments1:06:40
Gemini Exits and Revenue Pressure
NatNat covers Gemini exiting the UK, EU and Australia with layoffs. GEMI down about 40% this month. Landy explains post-IPO pressure on revenue.
1:24:59Silver supports ($50-55
1:26:53SOL under $100, Kalshi, Polymarket class-action suit
Other Topics and Close
Other topics: Dave's algorithm struggles with a contest video, the White House TrumpRx drug-pricing site with no token despite pump.fun copycats, silver support near $50-55, SOL under $100, Kalshi, and a Polymarket class-action suit that Landy says risks doxxing US users who used VPNs. DocNooNoo returns with tongue-in-cheek prophecies including Bitcoin to 29k and Bitcoin to zero and jokes that Landy is compromised. Market levels are discussion, not advice.
1:30:00BTC 57-58K watched
Key quotes
“No worries, Don. I'm good. I'm good. I I finally started to sing yesterday. I I I wanted to wait until it broke below two k, and it... I finally did. I... To my honest with you guys, I have no idea where where where this stuff is going, but what I would say is this, I am neglecting any noise I hear from the timeline…”
Kool0:05:46Share on X
“Hi. Hi. Fear. No. This is no more fear than prior cycles on larger drops. Everybody's like, oh my god. It's the fastest drop on... That we've ever... No. It's not. No. It's not. We had steeper drops in the past in shorter time periods. This was brought up on a different stage earlier today. Eighty four days, it…”
Landy0:08:18Share on X
“got no time for patience. Patience. Look. This is this is real. This is the time. Please keep updating it to 48 to 40. Okay. That's funny. That must have been... Alright. Alright. Cool thing. That. Look. I was talking about that 68 to 72 as a potential area. If it slipped below there, mid sixties, anywhere below…”
“Yeah. But the... Also the importance of these levels where they're struck... When the the structure is broken, where the support levels are, where the big targets are, where the liquidity is because all of these things matter. We've been talking about these levels since since 01/24. Right? We were we were talking…”
NatNat0:15:15Share on X
“So that's that's incoming. So I did not hook it up to my main account. I hooked it up to a separate account. It has its own wallet. It has its own API keys, its own hyper liquid account, all completely separate from mine. And, yeah, we'll see. I... Yeah. It got in there, and it is able to do stuff. So stay tuned, and…”
CCoperto0:31:53Share on X
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