Dave detailed how a man used a hairdryer on an unguarded Paris airport temperature sensor to win a Polymarket bet twice. Bread and Landy joked about similar schemes while noting the low payout relative to the legal risks. NatNat observed that the effort highlighted the market's currency.
NatNat pointed to liquidity at 75.07k, 72k, 70k and below 60k. Kool noted a pullback due after many green candles even as Saylor and Tom Lee keep buying, and the group discussed oil, dollar strength and equity corrections as crypto risks along with the sell in May debate.
0:11:39BTC at 79k, Landy's conditional levels (80k, 82.5-83k, 86k, 89-90k)
0:16:42Nat Nat
0:18:37Landy, bearish retest, invalidation on closes above 98-100k
NatNat credited Alpha Gamer for calling the ALMU breakout and described watching strong bids on the Fidelity tape that pushed it over 22 percent with calls going crazy. NatNat also highlighted her own strong call on Weebill with triple digit gains on auction contracts.
Bread updated on B Buckets agent picks and shared that he completed multiple free Anthropic Claude courses which he called college level. Bread and Dave discussed Claude plan pricing shifting from 20 dollars to either free or 100 dollars. Landy and Moni described rising AI costs from chips and power, failing enterprise implementations, data governance gaps, and AI hallucinations in Sullivan and Cromwell court filings.
0:47:40XAI's $10B Cursor option
Moni said she likes Seat moving to MegaETH because it helps the project meet a key KPI for TGE and brings excitement that Abstract lacks. Bread explained MegaETH offers better speed and developer ease of use than Abstract. The group complained about X cashtags pricing delays and poor implementation while Bread demoed a generative UI that renders the internet in real time.
Dave and others discussed Peter Thiel backed Enhanced Games coming to Las Vegas in 2026 where athletes can use performance enhancing drugs under medical supervision with 500000 dollar prize purses per event. Trav called it the superhuman era. Dave warned about a donation link phone scam targeting his dad that mentioned a deceased uncle and urged caution with links and spoofed calls.
“The guy bought the long shot outcome, 22 degrees Celsius, when everyone was expecting 18 degrees Celsius for pennies on the dollar since nobody thought that it would hit. This genius walked up to the probe, briefly heated the air around it with a freaking hairdryer, spiking the reading just long enough to register as…”
Dave0:04:23Share on X
“But, essentially, higher highs and higher lows in this context aren't really a bullish pattern for continuation much, much higher into we're gonna rip from here to new all time highs. Not saying that it's absolutely out of the question. You need to have an invalidation. I've stated mine. Closes above 98 to a $100,000…”
Landy0:18:37Share on X
“Below that, we're looking at 72, 71 a 0.5, 70, and then we're right back into the sixties. Now here is... This is why there is no way, in my opinion, that the bottom is in. There is just way too much liquidity that is that is left untapped below 60 k. Right? Even on the spot side, there is a lot below 60 k, 55 k…”
NatNat0:16:42Share on X
“And the the thing thing with index is pushing to 70. We have, like, 68, six seven right now, which we're at... I think we're at, nine or eight or five, like, what, three months ago, whatever it is. So pull back is coming. I mean, we we we we don't get this off the right movements in this kind of market like this, not…”
Kool0:22:27Share on X
“But, realistically, what you do have to be aware of now is if you're in crypto specifically and that's, like, your main thing, more than ever, you do need to pay attention to what's going on in global markets and what the core of those global markets is doing, and it's all about energy. It's always been about energy…”
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