Dave announced Widow as the winner of the Wallchain Games poll and welcomed her as the new Quackhead. The group discussed Iran and Oman demanding Bitcoin payments as tolls for ships through the Strait of Hormuz. Kool said this shows Bitcoin has made it and is positive overall despite potential negatives, while NatNat agreed more visibility and transactions strengthen Bitcoin.
NatNat said Bitcoin must break and close above 72.5k for higher prices, with liquidity pockets up to 80k, but sees downside to 70k, then the 60s, and 58k if rejected. Her long-term thesis remains 35-25k and would be invalidated only by sustained closes above 100k. NatNat stressed every trader needs clear invalidation levels to avoid trading bias only.
0:41:04Oil shorts
Dave asked how people in the space are making money now. Widow collab manager said she earns as a collab manager and charges up to 250 dollars for KOL posts or 100 for retweets. Moni noted projects still pay for content deals, though quieter, and mentioned upcoming TGEs. Agent Naeem cited Messari data showing most of 41 TGEs last year underperformed, with only six profitable.
Bread described building trading bots and an MLB prediction agent that adapts to changing markets and called three of four games correctly. Widow collab manager said the AI trading bot space is saturated and not innovative. NatNat and Bread noted agents develop internal biases after early wins, leading to poor trades, and most traders who use them do so only on separate accounts with small funds.
0:59:42Hype
Samara reported Bybit nearly lost one billion dollars in an attempted hack that was stopped early. The group debated Polkadot, with a speaker defending its use on Moonbeam for DeFi, while others like Bread and Agent Naeem questioned real usage and UX. Kool emphasized token price is what matters most for success regardless of users or activity and said projects making holders money attract devs, liquidity, and exposure.
1:08:39Hyperliquid strength
1:16:27StellaSwap, SEC basket, LayerZero
1:31:59Uniswap and Hyperliquid
“So if if we look at the daily, it's coming up against... It's, like, literally right on some short term resistance. So it's 70... It tried to it tried to break above it earlier, but it failed. So $72,500 is a key area it has to break above. If we start seeing breaks and closes above that on the dignity, then, the ...”
NatNat0:35:53Share on X
“But if we do get up that high, I do... That would be a short... Massive short opportunity for me. But this is all movements for the short term. Right? Long term, it has not changed for me. 35 to 25 k. And if if we zoom out on the liquidity, there is liquidity sitting there. Right? You can you can view it on, market ...”
“Yeah. So that thesis for me would no longer be valid if we start seeing closes in the 100. At that point, even... Yeah. At that point, even if we do come back down, I don't think we're gonna go all the way down to 39 k... 35 k unless we're looking into an extended bear market.”
“But the last the last thing was the IDOS, if you owned a Quackhead, but that airdrop too. But, like, if you look at by the numbers, technically, in 2026, we've given out over $1,300,000 so far. We've distributed between Elsa and the... I know people might not like these names, but we... That's exactly what we have ...”
Dave0:24:10Share on X
“Right? Like, if they would use AI to automate their trades or have the AI trade for them, A lot of, a lot of them said no, but the ones that did say yes, it was more like on a separate computer, on something separate with separate funds, and not their main trading account. So you don't have to be doing something ...”
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