A Thursday show with Dave, Nat Nat, Landy, Moni, Bread, Koma, the engineer, Wolf/Tropic and Alpha Gamer. Bitcoin keeps rejecting 76k: Nat Nat wants a daily close around 74.85-74.9k, notes about $1M in orders at 75.9k, then 78k, 80k and the mid-80s overhead, and liquidity building at 68.5k, 65k, 62.5-63k and 60k. She says a break of 68k likely means a run at the lows, and only closes above 100k end the bear market. Landy maps resistance roughly every $2K (76k, 78k, 80.5-82.5k, 86k, 89k), says a weekly close above 72k locks a higher low but warns against euphoria, and says he is accumulating in this range. Both tie crypto to oil: a break below 90 (watch 84-86) helps risk, a bounce hurts. Landy gives an oil crash course: the US exports light sweet crude and refines imported heavy sour crude, so pump prices lag; Europe's jet-fuel squeeze and China's and Japan's reserve limits; and energy, bonds and currencies as the plumbing of markets. Wolf adds that Japan is the most exposed. Tom Lee's 'mini winter is over' call and a James Wynn fundraising post get mocked. The crypto segment covers Tether giving hacked Drift about $150M and replacing USDC, a class action against Circle, and Landy's concern that Tether is positioning like a CBDC. Alpha Gamer recaps the photonics run (Lumentum, Ciena, Coherent, AXTI) and pitches ALMU (Aeluma) as a $300M-cap wafer and quantum play with a new $4M government contract; Landy places a bid and Nat Nat flags a 10-14 gap.
Full transcript
# All Things Crypto | 2026-04-16 | https://x.com/i/spaces/1RKZzjVerBQKB | status: approved # Speaker attributions verified via X captions, ECAPA voiceprints, and on-air handoffs where marked confirmed. [0:00:08] Dave @DCBK2LA: All things crypto. [0:00:26] Dave @DCBK2LA: Set the pay. Yo. Yo. What up? We take a gym, every color check. We don't follow trends. We... What create momentum from credit, fight, and chain fight. We've been a system. They talk TV. We talk tokens and truth. We don't miss the web. We are built up booth. We don't chase [0:00:52] Dave @DCBK2LA: Oh, I see you. You had some nerves going to your face around here. You got some nerves going to your face around here, sir. Okay. The highlight reel's coming, Hunter. [0:01:42] Moni @monitalan: I don't get a high. [0:01:47] Moni @monitalan: Monica, you don't see me? [0:01:49] Dave @DCBK2LA: I wish I could hear you because I have a ghetto ass setup. I can't. [0:01:55] Dave @DCBK2LA: Look who it is. [0:03:10] Dave @DCBK2LA: What's up, everybody? See some familiar faces in the crowd. Let me tell you guys a little story before we get started. A little quick little anecdote. Okay? If you see the other... My fellow duck in the crowd, if you happen to watch the quack stream today, my boy literally was talking a little smack about basketball basketball. So what did he do? I don't even know. Hunter, I don't know if you recycled that footage. I don't know if you actually went out to the court. I don't know how many takes it actually took you to, like, actually hit two shots in a row. But, bro, you posted two shot... Two jump shots from the playground. And, like, I mean, I also saw your form. You know, I feel like the highlight reel needs to come out now. Like, I literally got with my neph... Both my nephews. I'm like, boys, we're have to dunk on this hoop, and then we're gonna have to show this boy exactly what's up. So, Dave Jordan highlight reel incoming. I'm just letting you know. 45 year old highlight reel. I'm just saying. Yeah. Yeah. Yeah. Yeah. Anyways... But, it's coming. I can't believe it. [0:04:18] Moni @monitalan: I want [0:04:19] Dave @DCBK2LA: to have some balls is what it is. Shout out to everybody that's here. What's up? Nifty, what's good? M a DocNooNoo, widow, I see you. Treta. Felix, what's good? M good. AMG, what up? Milo, what's good? DJC, what's cooking, man? I'm happy to have everybody here. I don't know if we're back. I don't know if we're not back. I guess we'll see. But, Natalie, what's up? [0:04:44] NatNat @Natnatx007: What is up, guys? I I I have proof, okay, that I was on the stream earlier today. Okay? And you guys did bring it up and mention it mention it to everyone that was watching. So I just wanted to state that out into the public at the beginning of this show. But besides that, I am ready to talk some crypto, and we did not hit 76 k yet, so we're still waiting on that for hire. If not, then you know what the rest is. Right? Yeah. You [0:05:16] Dave @DCBK2LA: know how the rest of this story ends. Yeah. I know. I know. Still no 76 k. I mean, I'm literally watching it, and it's just like, test, reject. Test, reject. Test, reject. And I'm just like, just somebody, sailor at 75,000, just top blast this thing so that we could get cooking out here finally once [0:05:35] NatNat @Natnatx007: and through. You you think Satir buying is gonna send the price higher? It hasn't done that since he bought it, like, what, over a $100. We're like, okay. Below that. [0:05:44] Dave @DCBK2LA: Okay. Fair enough. Fair enough. I don't know. Somebody needs to start buying. [0:05:47] AlphaGamer @AlphaGamer_sats: I don't know who it is. [0:05:48] NatNat @Natnatx007: We need oil. We need oil to come all the way down in order for, yeah, for BTC and all the others to continue their run. Because if oil continues its run higher, we've seen the inverse relationship between oil, equities, oil, and crypto. Right? So we need oil to give us that break that we've been we've been talking about it. Right? If oil gives us that break below 90 k... Well, 90 k. Wow. Oil gives us that that break below 90, there is a chance that BTC gives us what we need for hire or at least a slight break above 76,000. Now I need to clear the record. Right? The the clearing 76,000 doesn't mean that all time high is in view. Right? Because bear market. Right? In order for us to completely invalidate the bear market thesis, it has to start closing above 100 k. Right? And the bad the bad side to that, right, if we start closing above 100 k and we find ourselves below, that's dangerous. That's even more dangerous. Right? Because that could lead... That can mean that an extended bear market could be in play. Right? So there's a lot of different factors to consider. But we're... Right now, I know you want BTC to go higher. So the first step for that would be a break of 76 k for the case of all Simplicity. [0:07:14] Dave @DCBK2LA: Okay. Fine. We'll wait. We'll be patient. Fine. Money... I'm not good with patience, but, you good with patience? I'm not good. I'm not patient. [0:07:22] Moni @monitalan: I know you're not. You forgot to say hi to me when I joined, so I'm still. [0:07:26] Dave @DCBK2LA: Oh, hi. I heard you say [0:07:28] NatNat @Natnatx007: Am I here? [0:07:30] Dave @DCBK2LA: It's easy. I went for my monologue. [0:07:33] Moni @monitalan: Hi. Just kidding. What was I gonna say? [0:07:36] NatNat @Natnatx007: No. He would be me to you, Monica, by the way. [0:07:38] Dave @DCBK2LA: I know. You [0:07:39] Moni @monitalan: said I know. [0:07:39] NatNat @Natnatx007: Yeah. He was like, who? I was like, oh. [0:07:41] Moni @monitalan: Who? And then he's like, I can't hear you because of my music. Right. [0:07:45] Dave @DCBK2LA: Right. It was crazy. [0:07:47] Moni @monitalan: Bubble. Okay. So Tom Lee says crypto mini winter is likely over. True? Not true? What What do you think? [0:07:55] Dave @DCBK2LA: Natalie? [0:07:56] NatNat @Natnatx007: Who was that? [0:07:57] Moni @monitalan: Tom Nay. Tom Nay. He said, and he's... And likely over in CCTR possibly reaching 60 over time driven by tokenization and on chain AI. I don't know what over time means. [0:08:11] Dave @DCBK2LA: It's because it's because he's down, like, 6,000,000,000. [0:08:14] NatNat @Natnatx007: Just... Between now and 2035. I mean, that's over time too. Right? [0:08:21] Moni @monitalan: He didn't say how much, but he said that mini winter is over. [0:08:27] Dave @DCBK2LA: Mini winter. Is it $70.76 [0:08:31] NatNat @Natnatx007: k is that line. No. 76 We go lower. [0:08:34] Dave @DCBK2LA: This is where Natalie usually goes, is it though? Is it though? You know? [0:08:40] NatNat @Natnatx007: I I [0:08:40] Dave @DCBK2LA: didn't wanna be that mean to Tom Lee because I [0:08:42] NatNat @Natnatx007: feel bad. He's, like, severely underwater in his e position. So I'm trying to, like, just tread lightly because of, you know, the whole compassion thing. He... I I just feel really bad. I hope for his sake for his sake, I hope Yves does turn around and we see an epic, epic run-in Yves, and then he... His vision does come to life. [0:09:02] Moni @monitalan: Is that connected to alt season at all? I'm just kidding. [0:09:06] Dave @DCBK2LA: Too soon. Too soon. Too soon. Although some alts have actually been running, but before we... I don't wanna go down Rabbit Hole City just yet. Not that... Like, not not yet. We will get there, though. We will get there. Shout out to Wolf Crypto that's in the building. Let's go, Tropic. What's good, my boy? [0:09:22] Voice E: Hey. How's it going? See you guys hanging out. Nat Nat, Dave, and also Monica. First time meeting you, so really cool. Yeah. Just hanging out here and hearing that amazing stuff that you guys was talking about. Tommy Lee, I saw his presentation that he gave in Paris there, and it was really it was really funny. He... He's, like, so dry, but just really quick what he said. Those of you that didn't see it was just basically that every single time there was a bear market in crypto, the equities also went through a huge downturn, and we haven't seen that right now. Therefore, in theory, we're in a mini winter, which should be over because all the bad news that came out didn't affect equities in a way that should have been able to, you know, correlate with the bear market. Therefore, the bottom is already in for equities. So in theory, according to his math, and we know... You know, take that with a grain of salt. But, yeah, that that was his argument. [0:10:21] Dave @DCBK2LA: Crazy work. Crazy work out here, man. I don't know what's going on. I also just... Oh my god. I also just saw one of the group chat. James Wynn is, like, raising funds. Send $5,000 here. My man literally nuked a $100,000,000 portfolio, and now he's literally Ben. On the timeline. What? Guys, we might we might be back. I'm just saying we might be back. Puppet, what's up? [0:10:48] Landy @CryptoLandy: Hi. How is everybody today? Today's been a good day so far. Even better now that I'm here. So happy to see everybody. I'm sure that everybody's having loads of fun watching Bitcoin reject overhead resistance and then pondering if they've made a mistake or not buying that resistance. But I'm sure that Nat Nat and I will clear that up a little bit later. [0:11:14] Dave @DCBK2LA: Why were you singing? Like, what's up? And I'm here. I'm I'm here. I gotta talk with an [0:11:21] Landy @CryptoLandy: upward inflection because I I have to to talk in rising speak because I'm back in Southern California. [0:11:30] Dave @DCBK2LA: Well, welcome back, I guess, kinda. Where were you the last time we heard? Where were you at? Where were [0:11:35] NatNat @Natnatx007: you on? I'm trying He was at... Titti Beach. [0:11:39] Landy @CryptoLandy: I was back at Titti Beach. [0:11:41] NatNat @Natnatx007: What the [0:11:42] Dave @DCBK2LA: hell, Matt? Yo. Is that [0:11:44] Kkoma @itskkoma: gonna get fine? [0:11:45] Landy @CryptoLandy: No. I think so. I went from Lake Titicaca [0:11:50] Dave @DCBK2LA: There you go. To The [0:11:52] Landy @CryptoLandy: United States Of America. And now I am in California a. So [0:12:03] Dave @DCBK2LA: Californication. Pretty much. I mean, you can't say titty caca without following up with Californication. I'm just saying. But That's [0:12:12] Landy @CryptoLandy: Naturally, you're gonna fine. Californication and titty caca. [0:12:15] NatNat @Natnatx007: Wasn't I wasn't all all the way. I got the top. I just missed the bottom. So I got the t... The titty, but I'm Nah. [0:12:22] Dave @DCBK2LA: Nah. You can... No. No. This is prediction market rules. Any mention of titty essentially gets you fined. Okay? That's it. There... You... This is the same rules like everybody else plays with. The same rules. Just saying. I'm just saying. Same exact rules. Guys, I pinned it up to the top. If anybody wants to send soul to James Wynn, just so you know, I mean, obviously, like, why wouldn't you wanna send $5,000 to James Wynn? This guy's track record is impeccable. A $100,000,000 down to $900. I mean Donations. [0:12:56] Landy @CryptoLandy: Yeah. Gifts. [0:12:58] Dave @DCBK2LA: Gifts. Gifts. Get a donation. This is the best. Just get a share of 50% of the supply. No way. Really? Funds will be used for marketing partnerships, artists, content, viral videos, etcetera. Are you in or out? And then two peach emojis. [0:13:18] Dave @DCBK2LA: What are the peach emojis for? I don't understand. Oh my god. Now that's the follow-up. Did diddy? That's like peach emoji peach emoji. So Natalie will be sending money to Jay... Nat, are you sending money to James Wynn? [0:13:30] NatNat @Natnatx007: Absolutely not. So many reasons.... So many reasons. It is the clear as day. It doesn't... It's like it's like when your dad said, oh, no. And, like, you're doubling down on the hell no. But you wanna be rude? [0:13:46] Dave @DCBK2LA: It's like, it's still a no after the seventeenth... First 17 times that you asked me. I will not be sending money to James. I almost want to send money just to see... Like, is there a minimum value? Like, I I I send money just to, like... Maybe this is the problem with crypto. [0:14:01] Landy @CryptoLandy: This is the problem with crypto. You are describing the problem with crypto right now, utilizing yourself as the vector for the problem in crypto. [0:14:12] Dave @DCBK2LA: Landy, I hurt myself before I even finished the sentence. I'm like, wait a minute. What if everybody thinks like me? [0:14:24] Dave @DCBK2LA: We have problems. We're we're not back. I'm just totally... We're not back. We're not. This is this is not back. We're going back to down back. [0:14:30] NatNat @Natnatx007: Bear market line. [0:14:33] Dave @DCBK2LA: Oh my god. Okay, Natalie. Tell tell us what's going on with Bitcoin while I go send, James win some money. [0:14:41] NatNat @Natnatx007: Well, we're in the same range we were in yesterday. Bitcoin has not done much. I... And you know what? Yesterday, I mentioned that Bitcoin is up against some major, major over heavy resistance. If we want to break above it, we have to break... We have to do with some volume, with some force, with some follow through because it is extremely heavy resistance. Right? And it has to be done in in a manner in which it solidifies an actual break. Now here's the thing. Right? Bitcoin has shown that it has been weak. It has been trying to break above it for a minute now, and it keeps on getting rejected. So now what I like to see on the daily... We're we're closing in a few... In a couple hours here. On the daily, if we can at least get a close above, like, in this range, $648.50 or 60... Sorry. $748.50 or $74,900, I think there is a chance we can get another go at it. But, again, that resistance is just way, way too strong. But if if if we if we want to... If we wanna look at the upside, let's say, for example, we do get that break that we need and we do get that close that we need. Right? There's liquidity at $75,900. It is over 1,000,000 in orders there on on both the ask and the bid. So if we do get that close that we need to see for hire, I can see it's getting there. But, again, it is below that 76 k. Right? We really do need to break above that 76 k for a chance of us going higher. But even then, there is resistance up above. Right? We're looking at $70.78 k and then eighty and eighty... Mid eighties. Right? Those levels has not changed. Now keep in mind, as we mentioned yesterday, right, there is a lot of liquidity as well built into the downside. It is not as heavy as as that... The liquidity that's at $75,900, but it is building. Right? Sorry. So areas like 65... 68500 is not... Now has liquidity there. 65000, 62.5 to 63000. 60000 has a lot of liquidity on both sides, and it's stacking up on the perp side, and it's stacking up on on the spot side. Right? So that's an... That's a big, big area to watch out for. If we do... If we start to see breaks and close below below 65 k, I think we can get there pretty quickly. And as I mentioned last time, I think for me, we start seeing breaks below 70. I think sixty eight sixty eight thousand is gonna come at us a little fast. And and as I I... Landy and I both mentioned, breaks below 68,000. We're looking at a shot at the lows. Right? There's no reason why we would break 68,000 and not just go for that big liquidity pocket that's been piling up at at at 60 k and and slightly above for a minute. Right? Even, for example, right now on Market Monkey Terminal, there is liquidity building below 60 k. Right? And if you look at Kyotaka, there's liquidity all the way down into the forties and thirties as well. Right? So I think we do have to keep an open mind and kind of brace ourselves for what may come. Just take it level to level. So for now, level one, in order for us to go higher, we need to break above that 76 because we have seen what has happened time and time again whenever we reject there. So that's that pivot point for for higher. Again, as I mentioned in in the opening, right, that does not mean that the bear market is over. That just means that we get a shot at at a leg higher before continuing the downtrend. Right? Keep in mind, bear markets, they are things that sellers rally and bear market rallies. It happens last cycle and the cycle before that, and it happens even in the equity side too. So those are definitely the levels that we need to keep an eye on for for the breaks above. If not, then in my opinion, the downside is gonna come at us fast. [0:18:26] Dave @DCBK2LA: Not too fast. I can't have it come too fast, Natalie. Not too... Pause all that, but not too fast. Oh my god. [0:18:34] Kkoma @itskkoma: No one said no one said it? Okay. Never mind. [0:18:37] Dave @DCBK2LA: Yeah. Yeah. I see. Yeah. Just hang out. Just hang out for a second. [0:18:39] Bread @_ToastMalone: I'll come [0:18:40] NatNat @Natnatx007: to And and and, again, it has to do... And we have to keep an eye on oil. Right? Because if oil gives us the move higher, right, if we start... If oil is bouncing off 90 or even if if we break below 90, but we start seeing start see it bouncing between, like, eighty five and eighty six and and given and given us some strength and given us some volume, we're we're gonna we're gonna be in in in some trouble here. Right? Because that indicates that oil is getting ready for a move higher. Right? And the reason why I mentioned oil is because, like I said, there is an inverse relationship between oil, crypto, and equity. So what's oil, guys? [0:19:20] Dave @DCBK2LA: Inverse Herpinder? Landy, what do you have to add to this, bro? Like, can you give me a reason of why we're going to just smash through 76,000, please, bro? [0:19:31] Landy @CryptoLandy: Look. Nat explained it perfectly. Basically, to the upside, every $2,000, there's a major overhead resistance. 76 k... $74.76 was one. $762.78 is another. 70 eight's key. If we do see traders above there, then it's, you know, 78 to 80. And then from there, it's basically up to 82 and a half. Like like, it's actually... Technically, on spot, it's 80,500 to $82.05, which is a major monthly level. And, you know, you can take 82.5 to 83, and then you can start to jump up a little bit higher before major resistance is at 86 and 89 and so on and so forth. And same to the downside, $2. Right below price action right now, fall through 74 and start closing in towards 70 to 72. Drop that. 68 k is really the break point that Nat described. So it's really about watching price. And I'm gonna give you a little crash course in oil right now because a lot of people are talking about a lot of things that are just not correct, and this might bleed into politics a little later. But... Well well, I'll try to hold my my tongue, but there's some really bad information being put out there. But some of it surrounds the the... Okay. Everybody's coming to The United States now and getting oil, and United States is the top producer. Why aren't gas prices dropping immediately with oil? And that's because what we are exporting is called light sweet crude. Essentially, means it's low in sulfur. It's not as viscous. It's easier for these countries that are coming to pick it up to process. Those countries are gonna be European countries, which are now headed in, and Asian countries because they have the refining facilities for that light crude oil. Right? So they can further refine it. Now we can too, but we... Our infrastructure here in The United States is primarily set up for what's called heavy sour crude, which just means that it has more sulfur. It's more viscous. It takes more... It takes a lot more to process. So we do the tough processing, and we've got the easy stuff that we are adding to to process and have been adding to since last year to continue to process. But, essentially, what we have is we're a net exporter of oil, but we also import a lot of oil to resell. So we have an arbitrage trade here where we import heavy sour crude from Canada, Mexico, and now we're getting a ton of it coming in from Venezuela that then is processed. And then all of the different... The the refined products come out the other side. There's multiple products that come from this. And what what ends up happening is as we have all of these boats coming into The United States to pick up oil, we can, of course, meet that demand. We can also meet future demand, but you can only get so many ships filled per day. So the turnaround is is... We'll we'll see these little bumps in prices like that. And then also, a lot of the contracts that come through were bought previously. So when... It takes time now, extra time, and cost to get the ships over here. Right? The offset to that is typically gonna be insurance. And insurance has come down, but it hasn't offset the original cost because a lot of the cost run is for ships that were sitting and couldn't get in to get oil in The Middle East, so that cost money. You still have to crew those vessels. You still have to sit around and wait, which cost money. You then have to go through different insurance to actually get your, you know, get your anchor out of water and actually sell it over to the Gulf Of America and the Gulf States here in The United States. And it takes time for that to work its way through, and you'll get eventually an equilibrium point within The United States and outside of The United States now that there are some different things happening. You have you have the the the Saudi pipeline east to west. You've got UAE going. You've got all of that going out to Red Sea. You have more boats going through the straight now with The United States blockading just Iranian shipments of of energy product, and that... What we're seeing is things are gonna start to pick up. And as that starts to pick up and all of the logistics and supply chain stuff starts to get sorted and more deals are done, which were just fresh off of the EU deal on the tenth, which was a procedural vote to move things forward, which allowed contracts to be signed in The United States. So it takes a little while for that stuff to work its way through the system, which means any kind of delay, shipping stuff, anything that's kinda going wrong logistically, weather, all kinds of things, because now you're crossing the Atlantic, right, in many cases. If they're going to Pacific route, they're gonna go up to Alaska, which we are seeing a lot do right now. But that inherently means that we're also exporting a lot. Means that we're selling a lot of oil, and then we're importing oil to refine and sell, and then this all takes time. But after the system's booted up and running smoothly and all of those logistics have turned to kind of normal day to day operations, and we don't have guys that have been working for literally seventy two hours down in The Gulf States just to supply these ships, you'll start seeing a normal cadence. You'll see normalization in markets. Now that's for Western markets in The United States and domestic gas prices, which will eventually come down provided there isn't another shock to the system. So when I say you need to watch oil or Nat says that you need to watch oil, specifically, I'm talking domestic oil because that's gonna be the main driver right now. If you look at WTI crude, which you can get on any chart and look at, if it's going up, generally, the dollar is gaining strength, which means you get risk off moves in the market. And crypto, Bitcoin included with all of crypto is still seen by the market as a risk on trade. So what you're gonna likely see is if there is any kind of stabilization of oil between 90 and 95 or if it goes down, like Nat said, gets below 90, you gotta pay attention around 84 to $86. Big, big area. If it holds and it bounces back up, which you'll see is a risk off move in markets, we've had a beautiful recovery in spy, a beautiful recovery in Nasdaq, but they look a little toppy like they wanna correct even if it's just local, which you'll likely see that coincides with that type of a correction is a risk off move because oil is moving back up even if it were to dip down a little bit more. As it did, I actually got short on this most recent move down, not... I took took my time, but I ended up getting short. And there's some really good, but I'm hedging a long position as well because this area is such an important area between ninety and ninety five. We swung 95 earlier. Now we're headed back down inside of the support in 90 to 95. If we see it break down, Dixie Lexley continues to head down. Risk will still remain. That doesn't mean that markets are gonna go vertical or Bitcoin's going to absolutely smash 76 k and go 78 to 80, but it has a higher chance of finding support at a higher level, which means that it's probably gonna be better for, you know, for oil to go down, markets to correct a little bit even at that same time. It's not a one for one. But... You know? And then try to, you know, continue on to the upside. [0:27:36] Dave @DCBK2LA: Yeah. [0:27:37] Landy @CryptoLandy: So just watch very carefully. [0:27:39] NatNat @Natnatx007: Yeah. I was in a short earlier today when we were on that space. It printed nicely and fast, but I took profit on a lot of it. I closed the position now, but I do think that we will have lower. I mean, it looks like it wants to. [0:27:51] Landy @CryptoLandy: It does it does look like it wants to, which, Dave, to you, what you're asking, if it does, you wanna see Bitcoin holding on the high sides of support. So if it does head down anymore, you'd wanna see 70 to 72 hold up. And even better, if we see a consolidation that can, you know, hear 74, 73 and a 0.5, 74 and above, that can then break out sooner rather than later. You don't want it hanging out for too long. You'd wanna kinda see it happen a little bit sooner rather than later to try to head up to those higher prices. But this is not bear market over. This is so far from bear market being over that I think people are getting way too ahead of themselves on the timeline, at least, that I'm seeing. We we have a bit of a structural change that could come in on the weekly if we close anywhere above $7,272.02 or something like that or $72,000. If we see a weekly close above there, we'll have a higher low locked in. If we close above 76, we'll have a downtrend break, and people will get stupidly excited. But then I wanna reference you right back to last cycle when we had that shorter term uptrend that hit $483.40, which ended up being a lower high on the macro and the weekly, and it dumped out all the way to $15,500 from there. I'm not saying that that thing is gonna happen, but you need to be aware that just because we get a structural uptrend or a change, you're gonna see euphoria on the timeline. That does not translate until we hit or recover much higher prices. I I would say that even if we were to break into the mid eighties to mid nineties and get everybody stupidly euphoric means nothing unless we see closes above 98 to a $100,000. And we would need to see closes, not swings, not little like, oh, we just rock it up to a 105, and then you end up closing at 92. No. You'd wanna see closes on the weekly and follow through on the monthly. So we have time to keep picking out the things that we love in these markets when they head back down. And I don't... I I would say... And I've said this before. Anywhere in this range and down, I've been accumulating. I I have a set amount that I will accumulate in this area, and I have been accumulating on the lows when we were coming off of the low sixties. But anywhere there and under is all opportunity. Right? I'm I'm looking at that as opportunity and value. Especially, somebody said it the other day, under the prior all time high, it's all value, baby. Just eat it. [0:30:28] NatNat @Natnatx007: And I I I did wanna clarify something because we were on another space earlier today. When we were on that space, once we received... Once we got the initial pullback, the pullback I was looking for when I when I was short, we did get a nice bounce off of $90.50 quoting Austrian price with some volume behind it. It did look like we were going... Like it was going to give us a push to the upside, but it did come against some short term resistance, and now it is showing some weakness. And this is why, you know, trading, it's... How do I explain this? It's live. So even... And and based on certain criteria, based on the exponential moving averages, and based on where the support and resistance are, you kinda have to be fluid. Right? Just because I was long... Because I was long last night. Just because I was long last night doesn't mean that I have to continue to be... Being long into tonight or into right now. Right? Just because I was short earlier today doesn't mean that I'm look... I'm not looking for an area to go long at and vice versa. Right? So I think we need to keep that in mind when it comes to trading as well. [0:31:34] Dave @DCBK2LA: Fair. Yeah. Monty, go ahead. I know you had your hand up for a minute. Landy, good takes. [0:31:38] Moni @monitalan: I have a question about oil. I saw the headline actually posted about it about Europe. So they're running out of jet fuel. They have six weeks left, which will impact travel, etcetera. What does that also mean overall? Does that impact Well the market? [0:31:55] Landy @CryptoLandy: They're they're currently in the process of filling up in The United States. So that that light sweet crude that we have here is perfect for everything that they need, and that's what they're on their way to pick up. And in fact, EU nations on the tenth just pushed forward the trade proposal that Trump had laid out on the table that they've been slow walking since the summer of last year and... Because they have to act. And and don't think that China is not in a pickle either. Ninety days of reserve supply is not not good enough. So guess who else is coming to The United States now? Not not publicly, but we see their ships in the water headed over to pick up the the light sweet crude, and that's perfect for those things. But will it lead to disruptions? Yeah. Because it takes time to get the boats here and then back there. Right? Which is why the Strait Of Hormuz is so important to these areas, and you have even the Strait Of Malacca, very important to these areas, and you have the Strait Of Gibraltar and, like, all of these different straits, these shipping routes. Everybody always talks about overland routes. Like, overland routes, like, the big the big pushback is, like, wow. This actually helps. Russia... No. It doesn't. Their overland pipes can only push so much, not to mention they've been getting them all blown up by the Ukrainians, but you can only push so much overland. This is not the... You can't... It's not viable to meet the demand, essentially. So the only way to really meet demand is these, you know, these supertankers for a lot of these countries is they need supertankers. And right now, they're gassing up from The United States in a very, very big way, but that takes time. It takes time. There is going to be a lag period. So, like, if they're running out of jet fuel, what's gonna happen to commercial travel? Well, any kind of commercial travel that's done until they continue to refill to a point in which they aren't in that, like, really, like, redlining it in terms of how much they have means that you're gonna see more expensive travel, and you're gonna see more delays. So this is just from the business standpoint because there's only so much, you know, you can do to operate a flight, and then you add on increased fuel cost that then takes away a lot of your margin. You're either gonna charge more or you're not gonna do as many flights and still charge more. Right? So But [0:34:21] Dave @DCBK2LA: what about, like like... Because I saw that article that Moni shared. Right? And it's just like the price of fuel has gone up over a 100% just in the last, I think... I I forgot what said, but, like, month or whatever. But, like, at what point now... Like, for people that have, let's say, booked travel already, like, they're just gonna, like, they're just gonna be like, nope. Sorry. [0:34:38] Kkoma @itskkoma: Like I mean, they could [0:34:39] Dave @DCBK2LA: cancel you. Yesterday's price is not today's price. [0:34:42] Moni @monitalan: I think they're gonna cancel a ton of flights. [0:34:45] Landy @CryptoLandy: Probably. And and that would make you rebook for that same flight. In many cases, it really depends on the laws and their terms of... In conditions, you know, all the shit that people don't read. So Do you... I can't... [0:34:57] Dave @DCBK2LA: It's have reserves. [0:34:58] Landy @CryptoLandy: Specifically to that. [0:34:59] Dave @DCBK2LA: Do they not have reserves? [0:35:02] Landy @CryptoLandy: Well, the... Europe? Europe is hurting, brother. You know who they were counting on the entire time? It was Russia. Right? Because it was The Middle East and Russia is where they counted on getting their their natural gas, liquefied natural gas, oil, and other petroleum based products. Look. This is... This extends to China as well, which you gotta understand is geographically, China only has a few ways to go because they only have so many deepwater ports. They can only get in so much overland from Russia, and that's still... People don't realize this. That's a kind of a contentious relationship between them even though they do join forces a lot of times and prior with Iran on other ventures. Right? But from from looking at these types of things, like, even their reserves, they have... Well, everybody says they have ample reserves. Ninety days of reserves gets eaten into very, very quickly. Alright? That is not a lot of time. And when you gotta understand, well, they're so green, and they have all this other energy. They consume more energy than they produce. Well, so does Europe. They consume way more energy than they produce. Most of them had been reducing their production of energy and relying on... Well, the the Russia Ukraine conflict, and they're still doing deals with Russia. Even though they were sanctioned, there were some countries that were still trying to do deals and open up relationships with Russia that ended up getting mixed. So then they were almost almost entirely reliant on the Strait Of Hormuz and the Red Sea. And this is this is how you basically... Death by a thousand cuts when it comes to energy. They... Because they even got rid of nuclear. Now they wanna go back, and they wanna redo all of these things, and they wanna do the deal with The United States, and they want this straight open, and now there's boats moving through. And there's things that are happening that will turn things around for them, but it does make them have to rethink their entire strategy surrounding energy. Because when you... When when you outsource your energy, you outsource your entire economy to the powers [0:37:10] Dave @DCBK2LA: of Literally. Others. Yeah. Like, literally, your whole economy now is, like, hinged on this. It's it's wild. [0:37:18] Landy @CryptoLandy: Well... Yeah. And and what you gotta understand is, like, even in China, one of the one of the main reasons why they're going through involution right now is because of the tariffs. Right? That was the first strike. Then you have tariffs that that then cause a lot more product or a certain percentage of product to build up in their country, which causes a race to the bottom for pricing because they need to get rid of inventory. That means that then also as prices come down, you know, wages can't go up. You're you're not moving as much. Companies go out of business and all kinds of stuff. Right? So this is a problem. They've been battling that. And then now you have an energy crisis on your hands because even for as green as they are, to get to do any of the production stuff that they need to do, they require diesel. Right? They... They're not running everything on electric cars. They don't have the Tesla semis over there running twenty four seven. And the companies that are... Well, one of their big electric companies, their electronic... Their electric vehicle companies just went up in smoke the other day. It was completely torched. You know? So there's a lot of issues when it comes to these energy, the energy sector, and how important the energy sector is to the world economy, not just The United States. We actually are not feeling the brunt of it, and many people think that it's bad in The United States right now. We're not even to levels of energy pricing that we saw just a couple years ago. Right? And and I'm talking about just a couple years ago, energy prices were way, way higher for which you pay. Like, which you go and pay at retail, not just not just in the markets. [0:39:00] Voice I: So Yeah. Yeah. [0:39:02] Landy @CryptoLandy: And and this is where... If you're asking about reserves for some of these countries, this is a huge problem. This is why Germany is pivoting. This is why many other nations are starting to follow suit is because you you you can't outsource everything to everyone else and then expect to have any kind of success if something goes wrong because the world is filled with things that go wrong. And now they're figuring that out the hard way because there's a US president that's playing hardball right now, and that's one of the reasons why they don't like it. Yeah. But I'm [0:39:34] Dave @DCBK2LA: waiting, bro. [0:39:35] Landy @CryptoLandy: And just just just so people understand, like, there's there's another narrative, and I wanna quickly address this because there's a lot of fear, and it's being talked about in a lot of market spaces. It's like, oh, Iran said they recruited 24,000,000 volunteer... 26,000,000... No. They didn't. They absolutely didn't. [0:39:52] Dave @DCBK2LA: Wait. 26,000,000 what, Lainby? [0:39:54] Landy @CryptoLandy: 26,000,000 volunteers to defend the homeland. They have about a million reserves, and they're trying to re recruit their reserves because between the IRGC and the Artesh, they maybe have 750,000 active duty. But they're they're going on a on a propaganda campaign in country and, of course, out of country to make people nervous. And then there's this narrative that The United States is getting an invasion force ready, and no, that's not... That's actually not what's happening. The the supercarrier that's headed over there is 6,000 sailors and airmen, and then the Mew is another 4,000 and, you know, half of them are are are actually... You know, a a quarter of them is probably airmen and, you know, pilots and stuff like that. These are not invasion forces that are headed over there. They're over there to to reinforce the blockade. And, also, they're acting as this... As if this mu is a new mu. It's the same mu that was been advertised as, you know, slow steaming over there for a long time. And the reason I bring this up isn't because of the politics. It's because of the perception in markets. Because there's people on this application that speak about these things like they are truths when they... When there's fog of war. I'll give you another example. Trump came out today, and he said that Iran is very close to agreeing on their nuclear talking points and collecting the nuclear dust and, like, all of this other stuff, making it sound as though we're nearing the end. That message isn't for you. It's not for us. That message is for the powers that be in Iran. Because then they go and they look at each other and they go, who sold out? Which one of you sold out? Did you sell out? You're all sellouts. Right? The... And people here take it as either on the right, it's great news, or on the left, he's lying. The message isn't for The United States. The message is for these other regimes and powers that are either backing them or negotiating with them. So understand that the fog of war is real, and the truth will be in where the money goes. And right now, if the money starts driving prices of oil up, expect to see badder outcomes or negative outcomes that you might be looking at in the world for conflict. Right? If prices continue to head down, there's probably more good news that are just gonna come out of this conflict on the other side. So just to understand that the fog of war is real. I know I've said this before on this stage, but the fog of war is real. When you look at markets and where money goes, money always moves first, and it's usually gonna be the first mover before anything big. It was the same during the Ukraine Russia conflict. It was the same thing that happened after the response of Israel and Palestine in October. Like, [0:42:53] NatNat @Natnatx007: all [0:42:53] Landy @CryptoLandy: of these things, they they... The market will tell you first because everybody gets ready with the money first. The money's gotta change hands because war costs money. [0:43:05] Dave @DCBK2LA: Alright. Man, I don't know when I don't know where this stuff's gonna... I don't know how Europe is gonna go canceling flights. Business is gonna be freaking, yeah. I don't know. Anyways, yeah. Trevor, go ahead, bro. And then I'll say what's up, Tacoma. [0:43:22] Voice E: Yeah. Just really quick. A couple things, that Landy Landy just said that I kinda wanted to, respond to and add on. Like, yeah, a lot of the talk about, you know, dependency on oil and all those different things. One country that is heavily dependent on the situation that often gets overlooked is Japan. And maybe... Because then I'm, you know, I'm in on an island, and I just know what that means, like, when you're literally cut off from the world and you're dependent on shipments to get your oil. But Japan is actually under way more pressure than China is. So that's just something to keep notice. There's not, like, you know, the easy... Easier overland alternatives or pipelines going to Japan. Like, they're really dependent on shipping very heavily. And the second thing that I will say is one thing that I found very interesting from this whole straight of Hormuz talk, because everyone always talks about, well, why don't they run pipelines? And, of course, they're the first things to get bombed in war. We've seen that from World War two. But the the talk now of The Boring Company, of course, running one of Elon's platforms, and that's one of his companies. Right? People are actually starting to speculate and say, alright. Well, now that the cost of building underground tunnels, is is definitely going down and is proving viable, for future, of course, this is gonna do nothing for this current conflict because it takes time to build out these things. But for the future, are they going to start to look at, you know, running pipelines underground, just boring it under there that are a little bit more resistant to aerial attacks and so forth? So that's just something to, you know, you do a little research on and and look to see where that goes as development goes, but it's really interesting stuff that I I really like the conversation that was going on before. [0:44:59] Landy @CryptoLandy: I just wanted to add in real quick. So 100% in in your your your notation about Japan, very, very big deal, which is one of the reasons why the prime minister was one of the first people over here in The United States making a deal with The United States to get oil from Alaska. This is... What a lot of people need to understand is the world is being reshaped before your very eyes, and it's being reshaped from not just an energy point of view, but an entire economic point of view. And when you see this changing economies like this, it it... At the end of the day, you always hear about the petrodollar system and bricks and this and that. This is a sea change for the economy even though it's still The United States oil, the petrodollar, and all of those things. It's... There's under... The underlying infrastructure of how the energy markets work in the world is being reshaped, and it really started with Venezuela. That was the first reshaping. The the next thing is the deal that just happened in Indonesia. And these... There's a lot happening all at once, and it's very easy to get caught up in the the fog of war of what's happening. But then you have new alliances emerging with Japan. You have new alliances emerging with other countries. How does this affect anything in cryptocurrency or markets? Well, because when you have alliances that form, there's usually a trade that happens. Right? We're gonna import more of our products over there. From there, we'll export more to there. We might even do deals for investment over there, and that affects bond markets. And bond markets are the underlying plumbing of the entire financial system that the... You you can get to... Basically, you have energy, and then you have the bond markets, and then you have the currencies. And that's what's gonna dictate where the markets go up or down in your favor or not, whether it's risk on or risk off, and what type of environment it is. So just understand that these are very, very relevant, very important things, and I know that it's not often talked about everybody tries to avoid politics and geopolitics and macroeconomics. But the reality is that when you see a reshaping of the energy sector, you start to see the reshaping of the bond sector, which is reshaping the entire global economy. And what we're getting is a massive shift, And that massive shift right now, whether you like it or not, is towards the dollar, and that is towards The United States. And we're starting to see the politics that surround that and the narratives that kick up around that and the fog of war and the fighting and all of that kind of stuff that happens, the strongly worded letters, right, and statements on TV. But at the end of the day, all you gotta do is look at markets. There is... You know, often the the narrative is that war is good for markets, but no one tells you why. And no one tells you which markets they're good for because they're definitely not good for the Iranian rial, which is now trading at $0. After the blockade hit, they went down 90 something percent. Now they're down the other 30% to zero. Okay? They have no money. Their money is worthless in US dollars. So what do they even have to trade anymore? That is their oil. And if they can't get their oil out of ports because of a blockade by The United States, they're screwed. They're actually screwed. Like, people need to understand. They're they're screwed, so they have to do something. So they'll put pressure on China, or China will put pressure on them, and Russia will put pressure on them or vice versa. Like, hey. We we have these relationships. How do we work these things out with The United States doing this without it turning absolutely catastrophic for us and the rest of the world even though many would argue that they want catastrophe for the rest of the world. But regardless if they wanna continue as a nation in the current capacity, they have to capitulate or The United States has to get deals done through other players where they come to some sort of an agreement. And that might take a while. [0:49:28] Dave @DCBK2LA: Let's see. Let's see. Good stuff. Thank you for the the full... Out of this thing. Like, the full geographic oil breakdown and Bitcoin breakdown, Natalie and Landy. Thank you. Oh my god. Monique, is that true? 11 scientists found dead? You... No. Don't know the... [0:49:47] NatNat @Natnatx007: No. The new one more. 11. One more from yesterday. [0:49:49] Landy @CryptoLandy: Yeah. Wow. [0:49:51] Dave @DCBK2LA: Yep. Oh 11. My god. [0:49:54] Landy @CryptoLandy: They've been they've been disappearing [0:49:55] Dave @DCBK2LA: these people [0:49:55] Landy @CryptoLandy: since 2024. [0:49:57] Dave @DCBK2LA: Talking about this yesterday, bro. Like, we were like, where were these people going? I don't understand. Like, what... Como, did you see this about the scientists? Like, we [0:50:07] Landy @CryptoLandy: All connected to Los Alamos. [0:50:09] Dave @DCBK2LA: I'm just saying Como, they're disappearing near you, bro. California and New Mexico. What are you doing to the scientists? [0:50:16] Voice I: The aliens are leaving. [0:50:19] Kkoma @itskkoma: There must be some cal shape predictions related to this is my guess. [0:50:23] Landy @CryptoLandy: Oh, they're hiding the hybrids. They're hiding the hybrids. [0:50:26] Bread @_ToastMalone: Don't remember. Right. Polymarket's gotta market somewhere. No. Like, they they must [0:50:30] Dave @DCBK2LA: Don't you remember? Obviously, once Khomeini was taken out, don't you remember they were like, we're not going to put markets on the disappearance or the [0:50:38] NatNat @Natnatx007: the Is he [0:50:38] Bread @_ToastMalone: the next scientist to leave office? [0:50:42] Dave @DCBK2LA: Yeah. That's so messed up. We're left with scientists. [0:50:44] Landy @CryptoLandy: Involuntarily is gonna be in in... On page three. Involuntarily. We said involuntarily, but that's not voluntary. [0:50:52] Dave @DCBK2LA: Another... Like, this is wild. Like, at what point do people start literally saying, what the f is going on here? Like, what are they... Yeah. [0:51:05] Landy @CryptoLandy: Have you noticed that this picked up after... So I'm wondering what kind of shenanigans are going on because, legitimately, there was a couple more that happened literally right after the administration said that they wanted to release information regarding aliens specifically. Right? Then all these people start just disappearing. It's like... I I don't know how... What... Which president was it had even brought an army? There's rumors that he was trying to get the army to go and take over Area 51 because they had basically become autonomous there. There was... I forget which president it was. [0:51:43] Dave @DCBK2LA: Oh, no, bro. Because I'm telling you, [0:51:44] Voice I: the aliens are leaving. They know we're screwed, so they're heading out, and they're leaving the shells of a body behind. [0:51:52] Dave @DCBK2LA: But but people... So you're telling [0:51:53] Landy @CryptoLandy: me Mark Zuckerberg built an underground tunnel to Nevada from his home just so that he could get on a ship and leave? [0:52:01] Dave @DCBK2LA: Yeah. Exactly. Then why the hell [0:52:03] Landy @CryptoLandy: do I have to buy a Mediquest? It doesn't mean anything to [0:52:06] Dave @DCBK2LA: you anymore. Are telling me that you you haven't heard from any of your sources about any of these UFO files, bro. Come on, man. Just give me something, bro. Come on. [0:52:15] Landy @CryptoLandy: That's... The the things that I've heard from guys that are active duty right now is some of the wildest shit I've ever heard in my entire life that I cannot repeat and will not repeat. Also, [0:52:29] Moni @monitalan: some [0:52:29] Landy @CryptoLandy: of these guys, they're they're a little they're a little out there. Okay? They have a specialty, and they're really, really specialized in that one area, especially guys in missile defense because they track the sky all the time. There. Right? And they're like alien. They're like, yeah. We see we see crap all the time. And I'm like, well, do you know what that crap is? I don't know. I just know if it comes too close, I'm shooting it down. [0:52:51] Dave @DCBK2LA: I don't know, man. [0:52:55] Landy @CryptoLandy: By by the way, for for many people that don't know, a lot of a lot of the missile defense industry around the world, yes, it's run by military and overseen by militaries, but a lot of defense contractors actually are, you know, either former retired, go in and actually man up some of those posts or things like that. [0:53:16] Dave @DCBK2LA: Mhmm. Alright. [0:53:18] Landy @CryptoLandy: And those those retired guys are the most interesting to talk to, by the way, that are just working for a DOD contractor because they'll be like, aliens? Of course, there's aliens. They're literally amongst us. [0:53:28] Dave @DCBK2LA: They're amongst us. [0:53:29] Landy @CryptoLandy: Right now, you could be an alien asking me this question. Oh my Are you messing with me? And then then you never get a you never get a straight answer. So I don't know. Dang it. How would I know? I was literally at Lake Titicaca watching air... Watching airplanes [0:53:45] Dave @DCBK2LA: that look like at Lake Titty apparently or just at Titty. Giggity. Giggity. Giggity Tidity. Alright. Let's talk about But that's what it's [0:53:53] NatNat @Natnatx007: called, though. It's Lake Titicaca. No? [0:53:55] Dave @DCBK2LA: Yeah. Yeah. Titicaca. [0:53:56] Landy @CryptoLandy: Yes. It is. It's Peru and Bolivia. But, yeah, it was in the outside. But you [0:54:02] Dave @DCBK2LA: left out that caca part. Okay? You didn't say that you [0:54:04] NatNat @Natnatx007: you You said Well I said titty water. You said [0:54:08] Landy @CryptoLandy: She was waiting for me to say I was in California, Dave, so she could be like, oh, so now you're seeing all the titty caca. And I'm like, yes. Yes. [0:54:15] Dave @DCBK2LA: Actually Let... Let's get some progress on bucket with a v. What's, Brad, what's up, bro? How did baseball picks do yesterday with bucket with a v and then he, like, coma, bread [0:54:25] Bread @_ToastMalone: on your I mean, today, we went, out of out of the games that the agent was on, because it does all... It does the whole slate and does a deep research and analytics and matchup stuff. You know? But, like, it picked today five games, and it went four and one. So pretty good. That's good. [0:54:42] Landy @CryptoLandy: Is this called Bavucket? [0:54:44] Bread @_ToastMalone: Exactly how you pronounce it. [0:54:45] Dave @DCBK2LA: Yes. Awesome. Yeah. Yeah. The Bavucket. Oh my god. Como, what's news with Champions League? I saw Bayer. What what... What's the deal? I know that was yesterday's news, but any news today? What what do you got cooking? Any predictions? What what... What's going on in your end, bro? [0:55:02] Kkoma @itskkoma: Yeah. I just made just a prediction on today's game. Like, a lot of games went over. Like, it, yeah, it was, like, the second leg of the of the competition, so everyone needed to score a lot of goals. So that was a big hit. Yeah. And then yesterday, just worked on buckets a little bit. I took liberty to update the main site page and then the overall UX on the app. I think, Brett, you liked it, so please merge it so, you know, when we do go live that people like to see the updated UX. But, yeah, overall, I think we have a pretty good tool. I just think we just gotta figure out how to monetize it, aka give us money so you get free... Well, not free picks, but you get good picks. [0:55:44] Dave @DCBK2LA: Sounds like you need a marketer how to monetize it. Okay. [0:55:48] Kkoma @itskkoma: We are hiring. So, Dave, if you like hiring, you know [0:55:52] Dave @DCBK2LA: I'm not trying I'm not trying to get hired by you. [0:55:54] Bread @_ToastMalone: Yeah. Just send over your your CV, and we'll schedule a calendarly something. Yeah. [0:55:59] Landy @CryptoLandy: Out of here. Which verticals are you hiring for? None, bro. [0:56:03] Kkoma @itskkoma: Zoom links? Yes. Zoom Zoom links are, you know [0:56:08] Bread @_ToastMalone: Just download this EXE file. It's all part of the application. [0:56:11] Dave @DCBK2LA: Sure. Let me guess. You're gonna wanna do, like, an interview. [0:56:13] Kkoma @itskkoma: Keys and wallet address too. Exactly. I I can't I can't hear you, Dave. Click on this other [0:56:19] Dave @DCBK2LA: link for And we just need one final piece to conclude this interview. Can you, just click on this link? Because it's like, bro. [0:56:26] Landy @CryptoLandy: Bye, Moni. Bye, Moni. [0:56:27] Dave @DCBK2LA: We love you. 1,000,000,000 CGE. [0:56:30] Moni @monitalan: Check the [0:56:30] Dave @DCBK2LA: regular pay. [0:56:31] AlphaGamer @AlphaGamer_sats: Check the Wait. Real quick. [0:56:33] Landy @CryptoLandy: What? Real quick. So alpha gamer confirmed. [0:56:37] Dave @DCBK2LA: He's literally been going for a [0:56:39] Landy @CryptoLandy: Yeah. [0:56:39] Dave @DCBK2LA: I'm doing the meme. I'm doing the meme. [0:56:43] Landy @CryptoLandy: Quick. So Alpha Gamer did confirm it was Dwight D. Eisenhower. So it was Eisenhower was going to raise... He was going to command the army to fight for Area 51, apparently. This was revealed. I don't remember when, but there's actually some legitimacy to it. And I wanted to say, Nat Nat, did you see that nasty gap down? Oh, baby. Oh, what a gap down in oil. What a beautiful thing. [0:57:14] Dave @DCBK2LA: Man, oil... Yeah. Kinda. [0:57:16] NatNat @Natnatx007: Yeah. Don't don't don't be... [0:57:18] Kkoma @itskkoma: Alright. Just FYI, Bucket says four in one today on their... On his picks, so we're killing it. [0:57:24] Dave @DCBK2LA: Oh, maybe you missed it when your partner just said that, like, seven minutes ago, but all good. [0:57:27] NatNat @Natnatx007: He wasn't paying attention. Wow. Think was like you were not paying attention to your old partner. This business was a great start. [0:57:34] Dave @DCBK2LA: Brad, I think you need a new partner, bro. I might not be able to do UI. [0:57:38] Landy @CryptoLandy: Sounds like you need a comms manager. Yeah. [0:57:41] Bread @_ToastMalone: Like I said, we're hiring. You know, comma, check for an email or something. [0:57:46] Kkoma @itskkoma: Hey, man. Hey, man. [0:57:48] Landy @CryptoLandy: They're just hiring each other. [0:57:52] Kkoma @itskkoma: I am a developer and a social media specialist right now, apparently. So, yes, I... I'm doing everything, and it's going very well. We have a... You know, we... We're on threads. You know? I don't know if anyone else has has done that on on [0:58:06] Dave @DCBK2LA: On threads? [0:58:06] Kkoma @itskkoma: The crypto space. [0:58:07] NatNat @Natnatx007: Yeah. And I think it's just [0:58:08] Landy @CryptoLandy: You're gonna get on blue sky soon? [0:58:10] Dave @DCBK2LA: I heard you're gonna go sky soon. Yeah. [0:58:12] Kkoma @itskkoma: We're gonna get on Blue Sky soon, and then, you know what? We [0:58:15] Landy @CryptoLandy: might start making videos. You and the 10 other people on Blue Sky? We might [0:58:18] Kkoma @itskkoma: make Sora videos and use [0:58:20] Landy @CryptoLandy: it like because [0:58:21] Kkoma @itskkoma: it's open and free. So, you know, he'll be our virtual assistant. [0:58:25] Dave @DCBK2LA: You should... You can hire me if you want me to make a Sora video before Sora goes on. [0:58:29] NatNat @Natnatx007: Eating on face? [0:58:30] Kkoma @itskkoma: Well, the beauty [0:58:32] Voice I: dragon shit for this [0:58:33] Dave @DCBK2LA: I'm not eating these things. [0:58:34] Kkoma @itskkoma: What do you mean eating? On... Your face is already on, Sora. So I don't need to hire you. I could hire your likeness. [0:58:41] Bread @_ToastMalone: Yeah. Yeah. We're we're, we're paying in token supply on a TGE that will be announced soon. [0:58:47] Dave @DCBK2LA: Hell no. No way. No way. I will take new [0:58:51] Kkoma @itskkoma: Earn point... Earn earn points, earn XP points, and we'll figure out what we [0:58:55] Dave @DCBK2LA: can do. My god. What kind of [0:58:57] Landy @CryptoLandy: leaderboard position do you think I could get? [0:58:58] Bread @_ToastMalone: We're we're calling it shitpostify, and that's like... You know, you can just go ahead and get right on that. [0:59:03] Kkoma @itskkoma: Call... We'll call them, you know, stack or Zest points or, stack How [0:59:08] Landy @CryptoLandy: how do you guys verify my shitpost? For the record How do how do you verify my [0:59:12] Dave @DCBK2LA: space shitpost? Coming up for, h... Yeah. HBTC, this coming Tuesday. So, don't don't don't sleep on it. Lately, I got I got the call. [0:59:22] Kkoma @itskkoma: How many variations of BTC [0:59:24] Dave @DCBK2LA: are you doing? [0:59:25] Kkoma @itskkoma: Would be a 100,000, bro. BTC... CCBTC. [0:59:29] Bread @_ToastMalone: Bring back Bitcoin Cash. Hold on. [0:59:31] Dave @DCBK2LA: So now how many [0:59:32] Landy @CryptoLandy: No. Don't. [0:59:32] Dave @DCBK2LA: Followers did the bucket essentially gained since yesterday? [0:59:39] Kkoma @itskkoma: Like, 30, 40? Yeah. [0:59:41] Dave @DCBK2LA: You... Every time we guys say b [0:59:42] Landy @CryptoLandy: bucket Where do I follow the b bucket account? [0:59:45] Kkoma @itskkoma: Yeah. Underscore x y z. [0:59:48] Landy @CryptoLandy: You really did the underscore Tezos thing? Okay. Damn. [0:59:53] Bread @_ToastMalone: Yes. TGE soon. [0:59:56] Kkoma @itskkoma: TGE soon. [0:59:58] Landy @CryptoLandy: Where where can [0:59:59] Dave @DCBK2LA: I buy the NFT? When token? [1:00:03] AlphaGamer @AlphaGamer_sats: Well, NFT gets you extra allocation if it's a rare one.... [1:00:06] Dave @DCBK2LA: Eating on space. Right? Starting with the name... I am not eating on space. I I was literally I'm literally laying down. There is no food in this bed. I don't know what what you people are talking about. I literally just laid down. [1:00:16] Landy @CryptoLandy: Sounds like you're chewing day. To sleep. [1:00:18] AlphaGamer @AlphaGamer_sats: Doesn't need to [1:00:19] Dave @DCBK2LA: be food that you're eating. I swear. Are you guys testing... Are trying to test me today, Brad and the engineer? Okay? You got... You boys trying to test me today? Okay. Try it again. Dave, did you miss that the two of [1:00:28] Landy @CryptoLandy: them were the ones that were eating? [1:00:30] Dave @DCBK2LA: Yeah. I know. [1:00:30] Landy @CryptoLandy: But that was And we're just blaming you for it? [1:00:32] Dave @DCBK2LA: Oh, really? [1:00:33] Landy @CryptoLandy: No. It's definitely you. No. [1:00:35] Dave @DCBK2LA: It's not me. [1:00:36] AlphaGamer @AlphaGamer_sats: Well, definitely not me. [1:00:37] Dave @DCBK2LA: I'm clear as clear as crystal here. Yeah. [1:00:39] Bread @_ToastMalone: Yeah. The engineer sounds like he's not eating either. [1:00:41] Dave @DCBK2LA: Bro, shut up. Okay. Anyways, okay. First, real quick. Did we see... Oh my god. I'm sitting real quick now. Fuck my life. Can't work me. [1:00:53] Landy @CryptoLandy: Ten hours later. Anyways... [1:00:56] Dave @DCBK2LA: So did you guys see did you guys see the Drift news where Drift got hacked? Obviously, we've been talking about it for the last couple days. Right? Like, throughout the beginning of this week. But in an... The knight in shining armor that is Tether came swooping in, I need a bit of money. Give them a 150,000,000. USCC was sleeping on your hack. They could have frozen the hacker's wallets, but didn't do nothing and let them make off with all the money. You know what? USDC gone. Tether comes in. Tether has now slid in, given Drift a $150,000,000, and replaced USDC. This was a big black eye, Nat. If you remember, we were talking about for Solana. Right? Big black eye, but we were like, how is this gonna go out? How is it gonna play out? Tethr saw an opportunity because we all know Tethr's been obviously trying to make a huge play to now make it back, you know, to kinda fall into the regulatory framework here in The United States because Circle has literally just been eating eating eating market share. But this is... I mean, it's not like a 100 fifth... $48,000,000 is is how me and you literally spend $50. You know what I'm saying? Like, to Tether because they're literally making tens of billions every quarter. But a $150,000,000 investment, plug the hole, now you've gotten your foot kinda, like, back in the door. This is now a little bit of leverage starting to turn... Think we're gonna see... We could probably see more, like, moves like this. But do... And now I also saw that Circle is now being sued. Right? There's a class action suit against it. How do you feel about how do we feel about this? Like, do we think it is Circle's job if there is a hack? Right? Because that wasn't a regular hack if you guys remember. Was super unusual. State actors, the whole nine yards. Like, it was a whole social engineering thing, and, I mean, it was six months in the making. How do we actually feel about this now that... Did... Do we feel you... Because we can talk about did USTC act in time, or did they not? Yeah. The engineer, go for it. I don't wanna hear Landy, Nat, and and everybody else's. [1:02:59] Voice I: I will say it's not their responsibility. They should be reached out. But as part of the whole ecosystem overall and for encouraging people to feel safe in the ecosystem and operate in the ecosystem, they should have just acted and then ask questions later because you could unfreeze an account if there's an issue. Right? And, clearly, there was an issue. So act upon that and, like, be a good faith actor in the ecosystem overall. [1:03:27] Dave @DCBK2LA: Good point. I mean, also, a 150,000,000 is Circle at this point is probably like, But, like [1:03:34] NatNat @Natnatx007: I think I I think this this teaches Circle a big lesson as well. Right? They need to stay active, and they need to keep their heads on a circle, so to speak. Right? Because the competition between Circle and Tether is heating up. And if Tether is enough for you to make this kind of move, man, I think, you know, Tether is really coming at at... For Coinbase bag, so to speak, man. I I I think they need... Coinbase needs to level up. Sorry. Not Coinbase. USDC... Yeah. Circle. USDC really does need to level up, or Tether is gonna eat their lunch because Tether is coming up strong and aggressive. They are they are positioning themselves to kinda take the lead. So I think who... Who's ever in charge over at Circle, they need to wake up and start making these moves, or else they're just going to be overtaken by by Tether. [1:04:34] Kkoma @itskkoma: Can we talk about just in general, like, when you loan that amount of money or give the amount of money, like, what what what what are they getting in return here outside of, like, good, I guess, press and saying, like, USDC looks bad? Like, do... Is there any details around [1:04:48] Dave @DCBK2LA: Well, I think what happens, Thoma, is, like, they they now get ingrained back into the, like, Solana ecosystem. Right? Because, like, think about it. Like, you... Do you associate USDT with, like, you know, anything other than, like, Tron or Binance? Like, I don't. You know what I'm saying? [1:05:06] NatNat @Natnatx007: Right. This is why it's it's a it's a big move for Tether, and I don't see this being the only one. Tether is coming for Circle's launch, and I think there's going. This competition is just starting to heat up. So I I think, as I said, right, who's ever, managing, Circle, they need to wake up because Tethr is coming for them. You can literally tell by all the moves Tethr is making, they want to be the leader. They want to be number one, and then it seems like they're going to do it by any means necessary. But I know Tropic wanted to say something real quick. [1:05:38] Voice E: Yeah. I was just gonna say, really quick that, yeah, Tethr... Like, to me, like, this whole Tethr versus USDC thing, it's almost like when everyone was saying that OpenAI is gonna... I know it's a... This is AI, but this is a great analogy, my opinion. When everyone was saying that OpenAI is coming to kill Google, and then it's like, okay. Now you woke up a beast. Alright. Well, you want us to fight? Let's let's do this thing. And that... That's what I think Tethr is doing in this scene because outside of The US, like, no one talks about US, DC. Like, it's just just how it is. Right? It's all Tethr, Tethr, Tethr, Tethr. You go to some random country in The Caribbean or in South America, like, you're seeing signs up like, yeah. We're a Bitcoin, depot or whatever, a bit... Bitcoin ATM, and then you actually go into it, and it's like, it's all Tethr. Right? So it's, you know, it's... That's how it it really is. So, anyways, another thing that I don't think most people, including myself until the other day, actually noticed that, to be compliant in The US, the Tethr actually launched the USAT, which is a completely separate US compliant Tethr, which is not the one that anyone talks about because when you look at the grand scheme of Tether, have US... They have the gold. They have all this other stuff. They just launched the wallet, but everyone just talks about Tether, Tether, Tether, Tether as in USDT because that's what it really is. And I just think that when it comes to the grand scheme of things in The US, it's a it's a fight. But globally and, like, their toe... Total TAM, it's, like, not even close. It's, you know, just David and Goliath fight. [1:07:07] Dave @DCBK2LA: Great points. Yeah. I don't know, man. But look, like, the the the The US market is a is a monster market. And... Yeah. And good points, Prafik. But but, Koma, to what you said, I think this is a foot hold. Right? Because USDT didn't meet... I don't know if it was because they were just doing attestations. I I forgot what it was, so I don't wanna speak out of turn. Like, I I genuinely forgot what it was. If somebody else does remember, let me know as to, like, like, they, like, they didn't fit into, like, the, like, the actual, like, framework, that that The US is, like, the stable coin framework that The US laid out. They essentially were like, okay. We're we're gonna have to adjust, and we're gonna make a specific, like, USDT version for The US. But, this gives them the foothold kinda, like, right back in. Right? Like, because, I mean, I'm assuming Drift is... I mean, I... Maybe that's just an assumption at the end of the day. Actually, I don't... You know what, Koma? That's a really good question. That's a really, really good question. Like, what are they getting? [1:08:04] Kkoma @itskkoma: Yeah. Yeah. Exactly. No. No. I'm just like... I just know that it's really hard for me when I lend someone, like, a $100 to get it back. The fact that they're just, like, giving a 100 and, you know, what is it? A 150 mil or something just, like, casually? Like, there there must be something, like [1:08:19] Bread @_ToastMalone: Bro, I told you you're gonna get extra token supply. We're all good. Don't worry [1:08:23] Moni @monitalan: about it. [1:08:24] Kkoma @itskkoma: I was trying to use that money to hire Dave, but you know what? We're just gonna have to just Right. [1:08:29] Dave @DCBK2LA: You throw my freaking money? [1:08:31] Moni @monitalan: No, bro. It's coming, bro. [1:08:32] Bread @_ToastMalone: It's it's coming. I just gotta win a few more games, dog. [1:08:35] Dave @DCBK2LA: Yeah. Uh-huh. Famous last week. [1:08:37] Kkoma @itskkoma: One bet. [1:08:38] Dave @DCBK2LA: If I just get this one back, I swear, man. I'll pay you back, man. I swear. [1:08:42] Kkoma @itskkoma: Back, bro. By the way, can I borrow a 100 first so I could pay you back? [1:08:45] Dave @DCBK2LA: Yeah. Listen, man. Just trust me. I just... Spot me another few 100, and I swear I'll I'll I'll hit it this time for sure. [1:08:52] Bread @_ToastMalone: But Dave, did it say who's... Sorry. I don't know. I'm interrupting. I'm rude. Go ahead, whoever was [1:08:57] Moni @monitalan: supposed go. [1:08:58] Kkoma @itskkoma: Was just gonna say, I just... It it it is a little, like, odd to me. There must be some, like, really nice sweet pot... Like, deal for doing this. [1:09:06] NatNat @Natnatx007: Yeah. Yeah. So I... Well, I was researching it a little bit, and so this includes a transition from USDC to USDT. And this is important because USDT, they gain clientele. Right? They gain more exposure. Right? They gain a a a foot into what Drift is building, right, which means more eyes on them, more money for them in the long term as well. Right? So I think they're playing the long game with this one. [1:09:33] Dave @DCBK2LA: Yeah. [1:09:33] Kkoma @itskkoma: You know, I could just think about... I'm thinking about this, like, social engineering thing, like, moving forward. Like, I don't know. It's it's gonna be really funny. It's like, before you speak, can you fill out this, like, checklist? Like, do you have any, North Koreans, like, in your team? Like, check or no? Right? Like, this... It's gonna be insane. Like, you can't have a beer with someone at this point because you might reveal, like, a secret key that you're not supposed to or you're saying that you're, like, one of the, like, signers. You know? This is this is getting ridiculous at [1:10:00] NatNat @Natnatx007: this point. [1:10:00] Kkoma @itskkoma: So now I know why Landy never goes to any of these events because he just does not wanna, like, lose any of his money, and he's rich as fuck. So I just... Excuse my language. [1:10:10] NatNat @Natnatx007: All good. You're still getting fine, though. But I I I think transitioning all of... Everything from USDC to USDT, I think it's huge. Right? We're we're talking the money that they have now, but also the money that they're going to receive in the future via whatever, whether it's more money injected from Tether or even more money that that the clients are are bringing in. Right? So I think this is a smart move on Tether's end for sure. [1:10:34] Dave @DCBK2LA: But, like, the people that lost money, like, are they plugging a hole? Like, is that going back to liquidity? Is that, like... Who... Like, whose money is that at this point? Because, I mean, there's also still a 100,000,000 short. Like, Tether couldn't give them the extra 100 mil. Yeah. Like, they got hacked for 250 mil. Like, a 148 is still good. You know what I'm saying? But it's like, where'd that a 100 at? You know? Like, what what happens? But I guess we'll wait to see. Like, I know they they they they put out this notice, but, yeah, I don't know. Alright. Let me see. What else we got? [1:11:06] NatNat @Natnatx007: Yeah. And let... I don't it's Let's go to the hands. Can you see hands? [1:11:09] Bread @_ToastMalone: Say that. [1:11:09] Dave @DCBK2LA: No. I [1:11:24] Dave @DCBK2LA: Okay. Bread first. Oh, Mandy first. [1:11:26] Landy @CryptoLandy: Oh, Landy, don't know. Quick. [1:11:29] Kkoma @itskkoma: Let's go bread first. [1:11:30] Dave @DCBK2LA: Let's go bread first. Real quick. Let... I'm just... I don't believe bread. I believe Bread [1:11:37] NatNat @Natnatx007: first is good. No. [1:11:43] Dave @DCBK2LA: Wait. Wait. Wait. At least let's... Brett let Brett get it... Let Brett get get this in first before Landy goes. Okay. Thank you, Landy. I see this handout. Brett, go ahead, And then Landy and then Gamer, and then we'll go to Masterpiece. Go ahead. [1:11:57] Bread @_ToastMalone: Hey. Longtime listener, first time caller. [1:11:59] Landy @CryptoLandy: Actually, real quick real quick. [1:12:01] Bread @_ToastMalone: Did it say or mention who's handling the class action? And please tell me it's Berwick. [1:12:06] Dave @DCBK2LA: No. It is not Berwick. There will be no dancing on the 88th Floor, Berwick... Max Berwick videos, but it is not... I did see who it was. Hold on. I'll tell you. Monty put it in a circle being sued allegedly in North Korea. So in USCC after the drift protocol hack, and it looks like day one... Oh, no. Oh, I saw a bald guy. I like, is that Berwick? No. That's not Berwick. That's not Berwick. It is not Berwick. So we're good. I I guess let's see let's see how that goes. But shout out to Max Berwick. Shout out to Max, man. Like, guys, we're fans of Max. We've had Berwick on here for a minute. Like, we were def... I mean, Landy was torturing him, but I was defending Berwick. And, like, we might have a... You know, we could be we could... Me... Us and Berwick are... ATC and Berwick are friends. [1:12:53] Bread @_ToastMalone: Yeah. Even a blind squirrel. Right? You know, they'll get one someday. [1:12:56] Landy @CryptoLandy: Hey. Look. I... They followed me. I followed them back. [1:13:00] Dave @DCBK2LA: Quick. [1:13:00] Landy @CryptoLandy: I... You know, they... You know, I... I've got no beef with Max. He answered my questions, and he... I think he answered them well. But we also haven't seen much in a while, but these things take time. Look. I'm of two minds about the Circle should have done something. Hey. We're Tethr. We'll do something. Tethr is really gonna be positioning themselves as a CBDC. That that is where they're going, which means that they will censor transactions as needed, and that's a slippery slope. So I'm of two minds. From a business standpoint, brilliant move. Brilliant move. Take advantage of your competition when they are... When they're... Kick them when they're down, and then kick them harder as you as you take over deals and and and gain a a customer. But the other side of me is like, yeah. This is not the crypto ethos. It's not the decentralized ethos when you have... Despite whatever the problems are, when you have censorship abilities on any network or of any token or anything. Right? Now that is never... There's never gonna be a world in which we live with cryptocurrencies that aren't gonna be censored in some way by either a platform, an issuer, or even a network. Right? Like, we just don't... Those those days are long gone at this point. We've seen it many, many times across the board. Even on Bitcoin with with the on ramps and off ramps when it comes to Silk Road, know, Silk Road SATs. Right? It's not that you can't move them. It's not that they're not fungible. It's just that you are not gonna be able to off ramp them, right, for Fiat. So there's always gonna be these gates, and and it's a little disconcerning knowing what Tethr's objectives are and who they're partnering with when it comes to CBDC pilots, and then seeing them swoop in under the guise of, hey. Circle should have handled this for you. They didn't, so we will... And we're gonna at least give you some money and certainly no strings attached there to a $150,000,000, and maybe we'll give you the 100,000,000 later. So, yeah, there's always strings attached. It's just a matter of what are those strings, and you won't be privy to those deals until... Or unless they are ever announced. So, I mean, I think it's good Yeah. If they're gonna make people whole, but how does this even work? Like, who are you gonna make whole and how? Right? Who who Yeah. Who dumped out at the bottom and stuff like that. [1:15:49] Dave @DCBK2LA: Right? That's what I'm saying. It's like, I mean, that doesn't really... That keeps the protocol going, and it's like, yay. But it's like, the p... You used to... If you... Like, I know we had Samara here. Like, I would've loved that. Like, did he get any notice? I know he had, like, $2,500 in Drift. So but, yeah, let... Let's see how it goes. But that good stuff. Shout out... Yo. Shout out to all the bots in the building. I don't know why we've been getting botted these last couple days. I don't know what's happening, but shout out to the bots. Let's go. [1:16:16] NatNat @Natnatx007: I think Nikita realized that we were running kinda thin. Like, we're, [1:16:21] Dave @DCBK2LA: we're, like, five people here yesterday. [1:16:23] Landy @CryptoLandy: We kinda make them feel like they still have a community. [1:16:26] Dave @DCBK2LA: Damn. Oh my god. Imagine one of the bots, like, you were in here yesterday. They were like, oh, poor guy. Let's roam a little. It's helped us a little schmuck. But, hey, listen. It's a beautiful day in the bay out here. What's good, alpha gamer? [1:16:40] AlphaGamer @AlphaGamer_sats: Yo. What's up, everyone? Hope you've been having a great time today. And, yes, it is a beautiful day in the bay. Even though the weatherman said it would be lightning storm raining all week. And, man, I wish I would have bet that on, Kalshi because, man, they got that completely wrong. Yeah. I was just listening in, and, man, all all the the USDC FUD you guys are throwing around makes me kinda wanna buy some. [1:17:12] Dave @DCBK2LA: I don't know. [1:17:13] Landy @CryptoLandy: Hey. How neighbor. I I gotta ask you this. [1:17:16] Kkoma @itskkoma: You're gonna buy Staples to get a dollar 0. [1:17:18] Landy @CryptoLandy: I need I need to know, Alpha Gamer, outside of [1:17:22] AlphaGamer @AlphaGamer_sats: Circle...... Contrarian. [1:17:24] Landy @CryptoLandy: Outside of your contrarian contrarian take on Circle, which I'm sure and I wanna hear. I really wanna know what you think about Coffeezilla's video. [1:17:37] AlphaGamer @AlphaGamer_sats: Okay. First of all, I've been too busy, but just because it's Coffeezilla, I already know it's gonna be... Yeah. I'll I'll watch that later. But, man, you guys... K. Report back. You know what? Fuck. You know what? I'm I'm just gonna buy this two x leverage on surplus.... [1:17:56] NatNat @Natnatx007: Just about to say I know you're gonna refer to the stock. And it... It's it's okay because the weekly does look good. It is coming up at some at some resistance, though. [1:18:04] AlphaGamer @AlphaGamer_sats: I'm I'm looking at CRCA. Yeah. Yep. Yeah. That that... I'm looking at that weekly, and I'm like... And I'm hearing all the FUD. I'm like... If it breaks through that weekend, [1:18:13] NatNat @Natnatx007: they can run beautiful. [1:18:14] Dave @DCBK2LA: We're not FUDing Circle. [1:18:15] AlphaGamer @AlphaGamer_sats: That's usually the best time to buy. [1:18:17] Dave @DCBK2LA: We're not FUDing Circle, bro, by way. Always FUD. I mean, Nat did... [1:18:20] AlphaGamer @AlphaGamer_sats: You guys are like, oh my god. Tethr's the best thing in the world. [1:18:23] Landy @CryptoLandy: Tethr's so... [1:18:24] Dave @DCBK2LA: No. Oh, but but [1:18:25] NatNat @Natnatx007: I do have a question. [1:18:25] Moni @monitalan: They need [1:18:26] NatNat @Natnatx007: to start their DVD [1:18:28] Dave @DCBK2LA: world. But I do have [1:18:28] AlphaGamer @AlphaGamer_sats: a question though. I I do recall they do... They were gonna do their proof of reserves. Was there an actual day on that when that when that was supposed to Not be [1:18:39] Dave @DCBK2LA: that I saw. [1:18:40] Landy @CryptoLandy: Who... Who's gonna do proof of reserves now? [1:18:43] AlphaGamer @AlphaGamer_sats: Who? Who? [1:18:43] Dave @DCBK2LA: What do [1:18:44] AlphaGamer @AlphaGamer_sats: want? Tether. [1:18:45] Landy @CryptoLandy: Oh. Oh, yeah. Just like the last 25 times they did proof of reserves. No. No. [1:18:48] AlphaGamer @AlphaGamer_sats: No. No. But I'm serious. I I did see that. [1:18:51] Landy @CryptoLandy: They were very serious every other time too. [1:18:53] AlphaGamer @AlphaGamer_sats: Right. [1:18:53] Landy @CryptoLandy: Yeah. [1:18:54] AlphaGamer @AlphaGamer_sats: Because because if that's true if that's true, then I do agree with you guys that that that is their angle. Right? Because because why else would they... They're not gonna be the stable... They're not gonna be, you know, the CBDC and all that. None of that will happen without reserves. Right? They have to prove it. So if that actually happens, like Landy's, you know, saying, then, oh, shit. Like, then that that is with their angle. Right? But also remember that because of how much these guys are buying, like, Lanny was saying, the bonds and, you know... I mean, these guys are are a truckload. And and if I do... If I recall, 15% of Tethr's profits is buying Bitcoin every quarter. I believe that's what the last time they said they... That they had their contract set up. That's a lot. You know? So, you know, you got Sailr over here. You know? I don't know. You can check strc.live. Again, strc.live to see how much money he's getting out of that ATM to buy Bitcoin for all the the bears out there that are like, [1:20:01] Dave @DCBK2LA: oh my god. There's no one buying Bitcoin. [1:20:03] AlphaGamer @AlphaGamer_sats: Yeah. Just go check that out. [1:20:06] NatNat @Natnatx007: I'm sure he'll be buying a whole bunch more over the below 50. Right. For real. He's trying to double down. [1:20:12] AlphaGamer @AlphaGamer_sats: But the the other thing the the other thing, I don't know if you guys have noticed, but there is one sector of the market that has... Again, over here. This thing called photonics. [1:20:27] Dave @DCBK2LA: Man What's that? [1:20:28] AlphaGamer @AlphaGamer_sats: Just just ripping. I mean, this thing, 2000%, 1000%, 800 per... I mean, just throw it out.... [1:20:37] Dave @DCBK2LA: Gamer. What's photonics? [1:20:40] AlphaGamer @AlphaGamer_sats: Are you being... Are you are you fucking with me right now? [1:20:43] Dave @DCBK2LA: No. Did you mention... I don't remember... [1:20:45] NatNat @Natnatx007: That's a fine, but I would take circle shares. [1:20:48] Dave @DCBK2LA: What's a find? [1:20:51] AlphaGamer @AlphaGamer_sats: No. Photonic. Dude, I I literally came here, like, months ago and told everyone here. [1:20:57] Dave @DCBK2LA: Oh, months... Bro, months ago. I don't remember. That's what I'm saying. Photonics remind... I remember a lot of them, but, like, what... Can you remind us? [1:21:05] AlphaGamer @AlphaGamer_sats: Sure. I'll throw some tickers out there. L I t e c I e n a... Like, t s e n c h a o r, v I a v, a a x t I. [1:21:18] NatNat @Natnatx007: Name one that has not give... Ran, like, a thousand percent yet. [1:21:23] Dave @DCBK2LA: Wait. What is photonics? Can you just tell me what photonics is? Oh my god. I'm a have go look this up. Fiber optics. Sorry, gamer. Oh, okay. Okay. That I remember. The fiber optic. Okay. Got it. [1:21:33] AlphaGamer @AlphaGamer_sats: Got it. Yeah. So so fiber optics aka photonics... So, for example, a x t I is up 29.95. We'll just call it 30% today. Right? That's just AXTI. But there... I mean, across the board... And, again, Nat Nat was here when I when I literally came to this space and said, look at Lumentum. And that was back when it was, what, 400, $500. Now it's, like, 900. [1:22:06] Landy @CryptoLandy: I was here too. [1:22:08] AlphaGamer @AlphaGamer_sats: Oh, yeah. Were too, You were here too, Landy. [1:22:14] NatNat @Natnatx007: That was the day that Ryan Ladd came up, and he mentioned OCC, and that one has been on a massive run. It's up almost a 100% since he mentioned it. [1:22:22] AlphaGamer @AlphaGamer_sats: Yes. [1:22:23] Moni @monitalan: Yep. [1:22:23] AlphaGamer @AlphaGamer_sats: Right. So that whole sector... I mean, throw the dart. I mean, you're... You doubled, tripled, but but the Lumentum is still the clear leader in that in that sector. I mean, it's just... There... There's not even pullbacks on this thing. It's it's barely even pulling back at all. On the weekly, there's barely any pullbacks. I mean, since a $100, like I said, at that 900, so it did at 9 x. [1:22:54] AlphaGamer @AlphaGamer_sats: CN, c I e n, that's Sienna Corporation. Tower Semiconductors, Coherent, that's c o h. I mean, just dude, like, if if you would've just threw anything at this sector when I brought it to everyone here a couple months ago, massive, massive returns on this. But... And here... And here's one, that I just found, by the way. So here's here's the alpha, Matt, Nat, Landy, everyone. Get a pen and paper. It's a l m u. I don't know how to say the actual... It's like a a luma or I I a. It's a e luma. So this is something that I found out. So so AXTI, the one that's up 30% today, so I did some research into it, and that's a big company. But the problem is they're from China. Right? And, you know, we're trying to be, you know, anti China. They don't wanna get, you know, supplies from them anymore. So then I started looking into, okay. Well, who can we, you know, grab stuff from that if if we can't get it from AXTI? And then that's when this iLuma... I don't know how to say this thing. It's, $17 right now, popped up. And the reason for it was my algo picked up that it's it's... The the the wafer, Like, the the AI wafer, the AXTI that everyone's paying for right now, it warps. So, like, the wafer can warp, and then it becomes inefficient. This Aluma company solving that problem. So when the when the wafer gets... Basically, they they solve the problem of the wafer getting warped. You can do your own research. It it kinda gets real nerdy. It... Because this is, the... We're we're talking, like, the electronic level, right, of of of, you know, how how are all this stuff, you know, is running. And just for reference, AXTI market cap is 4,550,000,000, and the competitor that I'm looking at, market cap is 312,000,000. So to go from 3... Gamer, is this... To go from 300,000,000 to [1:25:26] Landy @CryptoLandy: Question 4,500,000,000. [1:25:28] Dave @DCBK2LA: This is this is quantum? Like, I'm looking at this now. They got a $4,000,000 contract from the US government. Is the [1:25:34] Landy @CryptoLandy: right one. Okay. Yeah. Was gonna say...... [1:25:36] AlphaGamer @AlphaGamer_sats: Data com. I've heard about this. Yes. Yeah. So they just... Like, literally, like, yesterday. Okay? So that's what I'm saying. Like, I'm bringing this alpha to your guys' space. [1:25:47] NatNat @Natnatx007: They're gonna send both the ALMU, just for those that didn't hear it. [1:25:51] AlphaGamer @AlphaGamer_sats: Yeah. So they just received a $4,000,000 government contract because The United States is investing in these kind of companies to, guess what, get away from China. So... Yeah. So, yeah, so I'll I'll just just throwing that out there. Right? But, yes, that's the correct one. If you see, like, the 4,000,000 government backing... Yeah. And and and if you look if you look at the chart, it has not broken out yet. So there you go. [1:26:22] Dave @DCBK2LA: It underlines... I mean, it's up $5. It's from $12 in the last five days. But interesting. Let's see what market... No. No. But what [1:26:31] AlphaGamer @AlphaGamer_sats: but what I'm... No. But what I'm saying is it... Because it's because it... You know, it's it's new. Right? It just... And and what I what I think I think what's going on with this is the market hasn't found it yet. Because because because it's it's in that photonic sector. Right? But if you notice the description, it also incorporates quantum. So Yeah. You know what I'm saying? So it kinda hits the semiconductor, the quantum, the substrate, the microelectric. It's hitting a bunch of areas. But when you look at, you know... Compared to compared to AXTI chart. [1:27:07] Dave @DCBK2LA: What's that take [1:27:07] Voice E: care of AXTI? [1:27:10] AlphaGamer @AlphaGamer_sats: Alpha Lima Mary umbrella. [1:27:16] Dave @DCBK2LA: And So when you... Performance semiconductors at scale. [1:27:19] AlphaGamer @AlphaGamer_sats: So when you when you compare the chart, technically, to the... Its its competitors in the same photonic sector, a x... So so so big... I'll put it to you this way. Put it in your your AI, whatever you have, Grok, you know, Anthropic, whatever you're using, and ask it. Yep. Compare a l... A l m u versus a x t I because that's a direct competitor, And just see what see what your AI tells you. There you go. [1:27:54] Dave @DCBK2LA: Yeah. I mean, look, $300,000,000 market cap when it comes to, like, some of these, like, the... You know, when you look at what what what some of these other ones are trading at. I mean, look, $4,000,000 might not seem like a lot, but I guess from what I'm reading, it shows if they can actually scale and find, like, commercial use and even just maybe, like, the spec of it all too. Good shit, Gamer. Appreciate it. [1:28:15] AlphaGamer @AlphaGamer_sats: And and, again, this is not this is not financial advice. Right? Do your own research. Blah blah blah. But, yeah, there [1:28:23] Dave @DCBK2LA: you go. [1:28:23] Bread @_ToastMalone: Spend my rent money. Is that what you're saying? [1:28:27] Dave @DCBK2LA: So I shouldn't be using b bucket. No. You should. [1:28:32] Bread @_ToastMalone: That's how you that's how you get back your rent money after [1:28:34] NatNat @Natnatx007: you I [1:28:35] Landy @CryptoLandy: wanted to be noted, alpha gamer, that I just put a hefty bid under this, so, please don't exit on me. Also, you can reference today as the, 04/16/2026 that I put a very sizable bid under this. So we'll see what what happens. [1:28:52] NatNat @Natnatx007: Hold on. Hold on. Hold on. Wait. Wait. Wait. Wait. Can you remove the bid and then readd it after I got my options in? Because options walkers are damn close. Right? I know. [1:29:03] Dave @DCBK2LA: So that's [1:29:04] Landy @CryptoLandy: why that's why I said I'm gonna put a healthy bid on because you know what I'm gonna do on the other side if things [1:29:09] NatNat @Natnatx007: go Yeah. [1:29:10] Landy @CryptoLandy: Side... You know, not the right way is I'm taking those... The opposite side on options. Oh my god. Richie, matter? What's matter, Dave? [1:29:19] Voice E: I know how [1:29:20] Landy @CryptoLandy: this works.... Movie inside the bed. Get into the office tomorrow and fill that freaking order. Alright, Dave? [1:29:28] NatNat @Natnatx007: Which order? The bee bucket order? [1:29:30] Dave @DCBK2LA: The b bucket. Yeah. The b bucket. Oh, man. [1:29:33] Landy @CryptoLandy: I still gotta go follow the account. [1:29:35] Dave @DCBK2LA: The Yankees over the Mets. Yeah. Whatever room, whatever b bucket tells me. I don't know. Anyways Why? He just telling [1:29:44] Kkoma @itskkoma: us this. Like, doesn't he know he could coach it? No. He's like, he's bragging. He's bragging to us right now, Dave. That's what he's doing. [1:29:50] Dave @DCBK2LA: Yeah. Yeah. Yeah. I mean, gamer, that's what he does, but he's also the quant that also does bring alpha. So his name is alpha gamer. [1:29:56] NatNat @Natnatx007: Gamer? But [1:29:57] AlphaGamer @AlphaGamer_sats: but but again [1:29:58] Dave @DCBK2LA: k. Yeah. [1:29:59] AlphaGamer @AlphaGamer_sats: But... So so... But again, if you... When you're looking at this, right, he is... Dave is right. It it was at... I mean, it bounced off the $61.08 fib at $10, and then right now, it's at 17. Right? So, I mean, that's a pretty [1:30:14] Landy @CryptoLandy: Yeah. It gapped up. [1:30:15] AlphaGamer @AlphaGamer_sats: Yeah. Yeah. It gapped up. So, obviously, short term traders will be pulling profits, right, because they're damned... I mean, they're, you know, they're... Many days is this? One, two, three, four, [1:30:28] Dave @DCBK2LA: 150%. [1:30:29] AlphaGamer @AlphaGamer_sats: Five, yeah, five days. Right? You know? So Mhmm. So don't be surprised for, you know, short term traders to, you know [1:30:36] Landy @CryptoLandy: But if you know anything about government contracts, not only can you up on renewal, but one government contract usually leads to more than one government contract. [1:30:47] NatNat @Natnatx007: Gamer contract. [1:30:49] Landy @CryptoLandy: I'm willing to... Look. I I haven't... I'm in I'm in very similar place to you, alpha gamer. Also, I like that you bring up the the stuff that isn't regularly talked about. But putting... Like, if I'm... When I say I'm putting a bid under this, I'm not putting my bid under it, like, literally right here. I'm looking for fills, and I'm not gonna chase. I'll keep an eye on for those in the audience. [1:31:15] Dave @DCBK2LA: Correct. [1:31:15] Landy @CryptoLandy: Yeah. I keep my eye on the long term time frame. [1:31:18] AlphaGamer @AlphaGamer_sats: Set limit orders. Yes. Right? Set limit orders and catch it. Right? Has it has it dipped? $3.90? Just... [1:31:25] NatNat @Natnatx007: Yeah. Yeah. I I also found found found... The fact that they have... They they haven't put in Quantum, right, I think it's it's good too. Because the Quantum place, they've been running. Like, I'm in IONQ. Crazy. This absolutely nuts. Call... We're printing left and right. It's been... I think quantum is one of those sectors that we will see rise with... Especially with the advancements that's been recently made. So I really... I love this stock, a... ALMU. I'm really going through with all of the charts right now. I started on the low time frame, and I'm now on the weekly, and then we'll probably dig through the quarterly tonight. But there's definitely some potential there. But there there is definitely a gap between ten and fourteen. So just be careful there, guys, because sometimes these gaps, they get filled. And I would... In in a perfect world, I would like to see this gap filled sooner rather than later because they can give us that gap closed, solidify support, and then continue its run. That's what I like to see. [1:32:28] Dave @DCBK2LA: Good stuff. Alright, kid. Seven zero two, I gotta jump. I gotta get some stuff together. I got dinner with the kids now and everything. So, yeah, man. Appreciate y'all. [1:32:36] Landy @CryptoLandy: Thanks, mister c. [1:32:37] Dave @DCBK2LA: Yeah. Yeah. There was no there was no school today. Hey, bubba. There was no school today. But, thank you for coming by. Bringing the wolf crypto account, man. Appreciate you coming through., thank you for calling. Natalie, Landon, thank you for your 72 hour diatribe. We really, really missed you, bro. The engineer and bread, you freaking idiots for eating. Love you, boys. Vibes, hi, intern. I am not getting fined. Natalie was fine. You showed up late. Natalie is getting an invoice today. [1:33:02] NatNat @Natnatx007: No. I I was just naming the lady. That lady was the... I just said it wrong. It's titty ka ka. I said titty water. [1:33:08] Dave @DCBK2LA: Said titty. She said titty. No. You said titty. She said titty straight out, Vibe. That's what [1:33:12] Kkoma @itskkoma: I'm saying. [1:33:13] Dave @DCBK2LA: And, Gamer, appreciate you, man. And to everybody that [1:33:15] NatNat @Natnatx007: came Sorry. [1:33:15] Dave @DCBK2LA: I didn't quite catch that. What did she what did she [1:33:18] NatNat @Natnatx007: actually say? [1:33:18] Dave @DCBK2LA: Said she she said What did she... No. I didn't... I... Sorry. Every required part from Dave. What did she say? Natalie said titty. Fantastic. That's. Well done. Thank you. Yes. Alright. Alright. We have an impartial intern. Love that for us. Yeah. And shout out to the bots. Shout out to the bots that are here. We love y'all, man. That's ATC for the week, man. Hope everybody has a great weekend. We'll see y'all on Monday, man. Peace.
Auto-transcribed. Speaker names are voice-match guesses and may be off.
