0:10:45SBF Follows Dave From Prison
Dave revealed that SBF followed him on X from prison, and highlighted FTX venture investments from three years ago. A one billion dollar Solana bet would now be worth five billion one hundred million, along with strong returns in Robinhood, SUI, Genesis, and SpaceX. Dave and NatNat discussed how the bankruptcy process has led to multiple creditor payouts, with a fourth distribution of two billion two hundred million scheduled for March thirty first delivering roughly a ten x return to creditors.
0:27:35Polymarket Bots Called Engagement Farming
Kool asked about bots turning small amounts into millions on Polymarket. Bread explained that most such posts are fake, and lead to course sales or newsletters. Bread said only a few devs he knows run consistently profitable agents, while the rest are engagement farming. NatNat added that people selling trading courses usually make money from the courses themselves rather than the strategies they teach.
0:34:43Kool Dumps NFTs for Institutions
Kool announced he sold all his NFTs except Wallchain ones because he grew tired of projects going to zero and getting hacked. institutions are now picking winners like Chainlink and Hyperliquid. The group discussed Hyperliquid launching officially licensed S and P five hundred perps via trade dot xyz, which Dave called proof that Wall Street sees its lunch being eaten. Kkoma and NatNat praised Hyperliquid revenue and momentum, with NatNat giving credit to Empress for calling it early and sharing a joke that you cannot spell hyperliquidated without Hyperliquid.
0:40:19Stacks postmortem, don't be a chain maxi
0:44:06HYPE price talk, Aster and Ostium
0:49:59NatNat Eyes Oil and BTC Levels
Kool asked about escalating Middle East tensions and their effect on oil, natural gas, and Bitcoin. NatNat said she sees oil revisiting highs around one hundred thirty, and natural gas making a move after a facility was bombed in Iran. Ryan explained LEAPS as longer dated stock options, and pointed to the platform Derive for similar crypto options.
1:00:23Web3 Success Still Means DeFi
Kkoma questioned whether any web3 projects succeed beyond trading and gambling, noting that Tally raised eight million for an autonomous DAO then shut down. Bread said DeFi has always been the profit engine through staking, lending, swaps, and exchanges, while IP and other experiments have struggled to find product market fit. The group then covered Polymarket launching a token before its IPO, with two million in March Madness LP rewards available, and debated whether rewards would go to wallets or only logged in users.
1:05:32User eligibility
1:12:54Crypto Moris Game and Car Talk
A speaker praised Crypto Moris as an early NFT project that offered mental health services, and is now building a web3 game with the original Crash Bandicoot developers. Bread noted they went down the difficult road of web3 gaming. Kool explained why he chose a practical Honda over luxury cars after seeing how quickly high end vehicles like Bentleys lose value, turning three hundred fifty thousand purchases into twenty one thousand resales after ten years. NatNat agreed cars are liabilities, citing a wealthy client who drove only a Subaru while investing the rest.
1:12:54Magic Eden drops its wallet
1:24:58Houses
“Okay? And and this is what I found insanely fascinating. Okay? Somebody put out a post today, and I looked at it, and I was like, what the hell? Listen to this. He posts maturing, and I quote, maturing is realizing that FTX was one of the best investors in crypto history. Why do you say that even though SPF is in ...”
Dave0:11:40Share on X
“think it's just it's just trying to keep it small, and and that's what I'm doing right now because I'm I'm the game has changed, man. We... Yeah. I keep... I'm studying the market, studying web two, web three, and you see, basically, institutional investors are picking winners right now. You saw what happened to ...”
Kool0:36:31Share on X
“Like, the Dow Jones, okay, aka the officially licensed s and p 500 perp contracts are gonna be launching on hyperliquid through trade x y z. If that does not tell you that, like, Wall Street is genuinely paying attention, forget paying attention, They see their lunch being eaten six months, a year, two years down the…”
Dave0:41:35Share on X
