Dave explained Bittensor subnet 15, where staked Tau earns subnet tokens and contributes Bitcoin hash rate for cheap mining. He recalled Billy Bets launching on a Tau subnet. Dave and NatNat discussed sLINK x-auth issues that delayed the ActionFi campaign and noted limited supply control.
Dave highlighted that 20 million Bitcoin have been mined, with only 1 million left. NatNat said she is long term bullish on Bitcoin and sees it reaching 250000, then 1000000 due to supply and demand shock. Kool said these high prices will happen with more adoption in 401ks and sees AI agents using crypto wallets plus RWAs as key future drivers.
0:09:5570-74k up, 65k/63k/58-60k down
0:11:371M left, optics for retail
Agent Naeem added that AI agents need personal data, so he is bullish on privacy projects with compliant confidentiality like Aztecs Oasis and Arcum using TEEs and ZKs. Landy explained The Line project in the UAE pivoted from a giant mirror city to data centers due to implementation problems and lack of demand while discussing AI efficiency improvements and data harvesting.
NatNat, Landy and Dave discussed the recent oil spike and retrace, with NatNat noting overhead resistance. Landy analyzed the VIX move and said a six sigma volatility event is still likely. Chromatique and Landy said private credit is the coming trigger for a great deflation and infrastructure jobs boom, with governments acting as reinsurance.
0:32:06Natural gas and KOLD
AlphaGamer noted HYPE and Seeker showing strength versus Bitcoin and said Magic Eden wallet is closing. AlphaGamer and Dave revisited the 20 millionth Bitcoin mined, with only 1 million left and estimated 4 million coins lost making true scarcity even tighter.
AlphaGamer and chromatique discussed Nasdaq tokenized equities framework, Hyperliquid HIP-4 dated perps and Kraken IPO. Kool and Landy covered why Kraken got master account access first ahead of Coinbase due to politics and noted ICE investing in OKX. The group observed stablecoin issuance going insane, with Circle up 15 percent.
“I I need to figure... Okay. So I... You know, I've been buying Tau. Right? I'm I'm good. But I I just discovered that Tau has, like, all these subnets, and each subnet is worth, like, $84,000,000 per subnet. I'm like, yo. What the hell is going on? So there's a ecosystem under Tau. I'm like, I need to do my research…”
Kool0:03:38Share on X
“Got it. Yeah. Good assessment. What do you guys make of... So do you guys see that today, the twenty millionth Bitcoin has been officially mined? There's only 1,000,000 left to go. It's gonna take another hundred and fourteen years to mine the rest, but 20,000,000 so far. I feel like that number, there's gonna be, ...”
Dave0:11:37Share on X
“I think for for me personally, while I I I often say there's no money that's short... Like short money, overall, I am long term bullish on Bitcoin. I do see us... I believe I mentioned it on a few spaces as well. Like, my... I do see us hitting 250,000 at some point in and above that. Most likely, a 1,000,000, not…”
NatNat0:12:31Share on X
“AI is gonna be key for using, you know, for using crypto plus. I'm seeing CZ and and and and Brian Armstrong talk about how, you know, AI agents... I've been saying this before. AI agents are gonna be the future. They're not gonna walk into a bank and and open a bank account. They're gonna they're gonna own crypto ...”
“One of the big things that they look for is that private... That's why they established those private blockchains because of the inherent transparent nature of public blockchains. So what do they call it? Compliant confidentiality, right, is what it's not like the Monero type stuff that has a place, but, like, you ...”
AAgent Naeem0:20:33Share on X
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Show discussion, not financial advice.
