All Things Crypto: $BTC Below $79k. S&P new ATH. Clarity Act Soon?

# All Things Crypto: $BTC Below $79k. S&P new ATH. Clarity Act Soon? | 2026-05-13 | https://x.com/i/spaces/1vKpProqzwMKE | status: approved
# Speaker attributions verified via X captions, ECAPA voiceprints, and on-air handoffs where marked confirmed.

[0:00:09] Voice I: Yeah. This ain't just another space. It's the cockpit. It's the trading floor. It's the late night CT therapy session turned global signal station. Welcome. Welcome to all things crypto. AGC. Where the charts move faster than the motions and the speakers got conviction bigger than their positions. AGC. Where every hot take age test in real time and every called it, echoes like church bells on the timeline. Dave captained the ship through volatility storms, half Wall Street, half PG and final boss farm. Used to make markets, now we market, make areas, turn spaces in the Bloomberg terminals for the savages.
[0:02:06] Voice I: Even closed out. Lincoln got one eye on Bitcoin, one eye on the election breaking down geopolitics like on chain detection, talk policy mining, sovereign reserve plays, and casually predict the next three market phases. Everybody think
[0:02:32] Voice I: before headlines printed. She already spoke about how to dispatch, and she the operator plugged into the matrix like a crypto
[0:02:40] NatNat @Natnatx007: narrator. Not
[0:02:42] Voice I: a space, the ecosystem.
[0:02:52] Voice I: Whatever this or nothing, they came for the charts. So they realize they stay for the characters. Call them predicting markets like you've been in probability, turning odds into content with absurd consistency. Sports, politics, macro, meme coins, no matter. You read prediction books
[0:03:48] Voice I: That's the joke. Everybody laugh till the spreadsheet starts talking.
[0:04:07] Voice I: To narratives. We front run culture. Race is so consistent, they became infrastructure. So if the market's shaking, if your bags hurt, watch it, honey. If
[0:04:49] Dave @DCBK2LA: Called it. I gotta refine that. It's way too many to watch lyrics, but I don't know. I just was playing around the last half hour. I know we need an update. Oh, Milo doesn't like it. Everyone's just like, don't change it, please. What's up, guys? Happy hump day. What's up? Welcome to ATC. I have to switch it up, so I'm gonna start playing around. We we needed a little bit of a new anthem. Monica's name wasn't as clear also. They literally called her an RSS feed in the lyrics. I needed to make sure that that was heard also. I think it said that... I don't if you guys heard the bread part where it was like, bread, you need this? Done. You need this? Done. You know? So... Yeah. Yeah. Yeah. We will refine. We will refine. And gamer getting laughed off stages, not here in ATC. Gamer, not here in ATC. But hope everybody's doing good. Yeah, man. What's cooking, guys? Cool. What's up? Hey, man. Happy Wednesday, man. Hope you guys doing okay. Let's go. We're ready for the show. Let's do it, man. Let's go. Let's go. Let's go. Natalie, let me know when to throw you the cohost because, obviously, the curse is still on. Maybe we wait another couple of minutes, then we go from there. But what's up?
[0:05:55] NatNat @Natnatx007: Pretty good. You could send it now. I think we should be good... We should be okay. I was actually on the Almu earnings call.
[0:06:05] Dave @DCBK2LA: Oh, and? Well,
[0:06:09] NatNat @Natnatx007: let's wait for alpha gamer. I think he's on it as well. So I... It's a lot. So let's wait towards the end of the show so we have, like, a ten minutes to, like, discuss everything.
[0:06:18] Dave @DCBK2LA: Stock up after hours, down? Which one?
[0:06:20] NatNat @Natnatx007: It had a really good day. It went plus 16, but it's down now. The earnings... They only made 1,300,000. Right? But but but but they feel such an important need in the space when it comes to data centers and photonics because a lot of these manufacturers, they're sold out on what it is the data centers need in order to function. And when I say sold out, they're like backlogs for, like, many, many years. And Alemu, they are taking advantage of this, and they introduced a product that can help the data centers. Right? And this product can be produced to scale, like, a lot at the same time versus what was being done before. But let's wait for alpha gamer. I know he has more than he wants to chime in on.
[0:07:12] Dave @DCBK2LA: Okay. Cool. Yeah. Let's go. Sometimes a little bit of hype. You know, you gotta... Yeah. Like you get... Like, Landon was saying yesterday, don't get to pay yourself on the way up, people. You know what mean? Do not forget to pay yourself on the way up. Landon, what's up, bro?
[0:07:24] Landy @CryptoLandy: Man, that song was fire. No. I like that. That was that was really good. Yeah. I also was on... Well, somewhat trying to listen to that call. And, interestingly, something that I talked about, I guess, a while ago now, it doesn't seem like it was that long ago, but Anderil might remember when they signed that one contract with the government, I said, oh, there's gonna be more. And then and then I took a trip. And then I came back and I said, man, I would do anything to go work for Andoril. And boy, oh, boy. They have signed a good sized contract, let's just say. Details still yet to be disclosed. They're a private company. But, oh, boy, if if they are hiring. They have, like, I think, like,
[0:08:19] NatNat @Natnatx007: They signed a contract with Almu?
[0:08:22] Landy @CryptoLandy: No. No. No. No. Andoril signed a contract with the Department of War for for missile production. And... Look. You you don't have to have any kind of insider information to see the trajectory that that was gonna go on. But, man, for those in AI and the engineering side or have any experience in supply chain and management, and are willing to go in and work with, like, a really cool team, they've got a lot of job openings. Just saying. Just saying.
[0:09:06] Landy @CryptoLandy: Brad?
[0:09:07] Bread @_ToastMalone: I already applied, bro. Put in the good word.
[0:09:10] Landy @CryptoLandy: I I I did already because I already had your resume.
[0:09:16] Bread @_ToastMalone: Let's go, dude. We're gonna have AI drones fighting crime in Downtown LA. Let's let's do it.
[0:09:24] NatNat @Natnatx007: All while eating crayons.
[0:09:28] Landy @CryptoLandy: The drone just got a picture of a crayon on the side.
[0:09:33] Bread @_ToastMalone: Hell, yeah. What else is the logo gonna be written in?
[0:09:37] NatNat @Natnatx007: Can it be written in pink, though? Right? Because I I feel like... Because they... They're they're gonna be very, like, medley. Right? But if we can, like, color them in pink, I think that should, like, be easier on the eyes.
[0:09:48] Landy @CryptoLandy: I... Here's what I want, Fred. If you get a job there, I want you to advocate for every single autonomous missile to have a mullet on it.
[0:09:59] Bread @_ToastMalone: Oh, a 100%. No. My goal is to help create the missiles that are modeled after the shells in Mario Kart to where you have a red one
[0:10:09] NatNat @Natnatx007: Oh, I automatically know.
[0:10:11] Bread @_ToastMalone: Lock on to whoever's closest. The green one will bounce around the whole city, you know, and the purple one will go and immediately just take out the leader.
[0:10:22] Bread @_ToastMalone: You know, dream big. You know?
[0:10:26] Landy @CryptoLandy: Yeah. Dave is
[0:10:27] Bread @_ToastMalone: Yeah.
[0:10:28] Dave @DCBK2LA: Hear me now.
[0:10:28] Landy @CryptoLandy: Trouble. Oh, there you go. You're back.
[0:10:31] Dave @DCBK2LA: I was like, why are they talking over me? I'm like, let alone talking about crayons and noses. What the hell? Nobody can hear me? It's crazy.
[0:10:36] Moni @monitalan: That's fine. I was like, why is Dave so quiet?
[0:10:39] Dave @DCBK2LA: This is
[0:10:40] Moni @monitalan: so odd.
[0:10:41] Dave @DCBK2LA: Yeah. I'm like, what the hell?
[0:10:43] Landy @CryptoLandy: I he putting in an application for a minute.
[0:10:47] Kkoma @itskkoma: Yeah. Hey. The... It's not the purple shell. It's the blue shell that takes out the leader. FYI.
[0:10:52] Bread @_ToastMalone: Yes. Correct. Thank you, sir.
[0:10:54] Dave @DCBK2LA: Is that a Mario Kart reference?
[0:10:56] Landy @CryptoLandy: Yeah. This is gonna be Yeah. You missed it.
[0:10:58] Dave @DCBK2LA: How do you know that that... And how do you know? You you know what mean?... Mario Kart.
[0:11:03] NatNat @Natnatx007: So back in my pre '25 historic days, right
[0:11:08] Dave @DCBK2LA: Uh-huh.
[0:11:08] NatNat @Natnatx007: Nintendo 64 was a thing, and I... Which I played a lot.
[0:11:14] Landy @CryptoLandy: Yo. Okay? Before she was born,
[0:11:16] Ryan @Rlad1776: the '64...
[0:11:17] NatNat @Natnatx007: Yeah. This prehistoric times.
[0:11:19] Dave @DCBK2LA: Stop lying. You were playing Nintendo, eight bit Nintendo. Who are you kidding?
[0:11:23] NatNat @Natnatx007: No. I seriously... Nintendo 64 is the first Nintendo 60... The Nintendo that I've ever played.
[0:11:29] Dave @DCBK2LA: Yeah. It was in this moment that I felt really, really old. Anyways... Okay. Mad old, Dave. Like, in New York
[0:11:33] NatNat @Natnatx007: terms, you mad old.
[0:11:35] Landy @CryptoLandy: Yeah. Just... So let me introduce you to the man... Magnavox Odyssey.
[0:11:39] Dave @DCBK2LA: Let me introduce you to CD ROMs. And it's like, what? No way. CDs?
[0:11:46] Kkoma @itskkoma: Anyways Let me show you my floppy disk collection.
[0:11:48] Dave @DCBK2LA: Yo. Chill out with your floppy disk. Like, nobody wants to hear about your floppy disk, bro., what's good?
[0:11:54] Kkoma @itskkoma: Nothing much, man. Just been a little busy today. Well, I have to keep telling Brad that something's breaking and he's fixing it. So, yeah, we... We've been, just ironing out the less sexy stuff, like resetting passwords. Wait.
[0:12:07] Dave @DCBK2LA: Did I tell you that yesterday? I tried to reset mine, and it didn't
[0:12:09] Kkoma @itskkoma: it didn't send me a thing. Did I say that yesterday? No. You didn't tell us that. I I Oh, shit. Thanks for letting us know. But... Yeah. Yeah.
[0:12:15] Bread @_ToastMalone: Yeah. Didn't mention that, but it is, fixed now. You know? Essentially, what happened, it solved the problem. You're like, forgot your password? Here's the confirmation, like, in your email, and you clicked it, and it logged you right back in. It didn't, though, however, let you actually set a password that you could remember. So, yep. But problem solved.
[0:12:32] Dave @DCBK2LA: Good thing you guys aren't handling payments or money. That's good. We are. Oh, shit.
[0:12:36] Bread @_ToastMalone: Oh, yeah, bro. Right.
[0:12:37] Dave @DCBK2LA: Yeah. Yeah.
[0:12:38] Kkoma @itskkoma: Nice. Live. Yeah. You wouldn't know, though. You didn't pay for basic
[0:12:41] Dave @DCBK2LA: stuff. True. That's very true. Did not pay for promo. Guys, also, yesterday, last night, FA coma on livestream, baby. Know what coma looks like, and the rest of you don't.
[0:12:54] Landy @CryptoLandy: Sir, this is not his first time on a livestream. We've seen coma quite a few times before.
[0:13:00] Dave @DCBK2LA: Coma. Yes. What the hell, coma?
[0:13:02] NatNat @Natnatx007: Fuck.
[0:13:03] Kkoma @itskkoma: It's like pseudo anonymous, I guess. Yeah.
[0:13:05] Landy @CryptoLandy: But Dave, do you remember that network stacks? There was... At one
[0:13:10] Dave @DCBK2LA: point He was on a livestream?
[0:13:11] Landy @CryptoLandy: Yeah. Coma's been on livestreams there.
[0:13:14] Dave @DCBK2LA: Goddamn it, Coma.
[0:13:15] Ryan @Rlad1776: What the hell?
[0:13:15] Dave @DCBK2LA: I never knew that. Shit. Maybe that was,
[0:13:18] Landy @CryptoLandy: like Even I even I had a face reveal over there.
[0:13:20] Kkoma @itskkoma: In the group chat nor does he care whenever I go on live stream. So
[0:13:25] Landy @CryptoLandy: Coma, the funny part is is I've actually accidentally docked myself on a Stacks livestream as my camera flipped on from my laptop, and everyone got to see me. And... But no one remembers, and it's before they were uploading everything to YouTube. So...
[0:13:41] Dave @DCBK2LA: Oh. Yay. Yeah. Whatever.
[0:13:44] NatNat @Natnatx007: That's why you have duct tape, and you just cut it out in in a little piece, and you put it right in front of the camera?
[0:13:50] Landy @CryptoLandy: Duct tape. I have a black electrical tape over the camera.
[0:13:53] Bread @_ToastMalone: Is that a wall chain product?
[0:13:55] Dave @DCBK2LA: Yeah. Yo. Hey. No. Wall chain has taken enough slander for the day. Do me a favor. I've been literally grease trapping it all day listening to Wallchain slander. Where's Wallchain? Get out of there. You take it. Everybody's crying out here. It's like, we don't mean to tell you. You know what I mean? Anyways, Monty, what's up? How are you?
[0:14:11] Moni @monitalan: I was just gonna ask about Wallchain, but I guess I won't.
[0:14:15] NatNat @Natnatx007: Nope. Because I
[0:14:16] Moni @monitalan: started to see all these posts. I'm like, is something happening about
[0:14:20] NatNat @Natnatx007: human? But, anyway,
[0:14:21] Moni @monitalan: I'm good. I was surprised that we started right on time. This.
[0:14:25] Landy @CryptoLandy: Moni, I need the I need the deets. What's going on? You... Dave's not gonna tell us. I
[0:14:29] Kkoma @itskkoma: need Listen.
[0:14:30] Dave @DCBK2LA: Listen. Listen.
[0:14:30] Bread @_ToastMalone: Let's
[0:14:31] Dave @DCBK2LA: chill out for a second. Let her at least finish her intro, you heathens. Okay?
[0:14:34] Moni @monitalan: No. I think lots of news. Right? We have a new chairman, a new Fed chairman voted in. That's good news. Yeah. So...
[0:14:43] Kkoma @itskkoma: He said there was a new wall chain. Like,
[0:14:45] Ryan @Rlad1776: chairman wall chain.
[0:14:46] NatNat @Natnatx007: I'm sorry, Chase. They took your job.
[0:14:50] Dave @DCBK2LA: I'm trying to
[0:14:51] NatNat @Natnatx007: change the conversation.
[0:14:54] Landy @CryptoLandy: No. David Hunter are like, oh, man. We've been replaced already.
[0:14:58] Dave @DCBK2LA: Today today, what happened was essentially somebody pulled a Landy. So you guys remember how Landy pulls, like, his his liquidity from all the, like, the meme coin liquidity pools? Tyre did that today for NFTs. He sold... He floored all 100 of his Quacket NFTs, and the price got essentially slammed. Was like, I'm done with this. I can't be here anymore. Like, I feel like people are a little bit emotional in the space, but, like, to each their own. It's free market. You know what I'm saying? Like, god bless.
[0:15:24] NatNat @Natnatx007: You guys didn't see that coming, though?
[0:15:26] Dave @DCBK2LA: Yeah. I mean, I did, for sure.
[0:15:28] Landy @CryptoLandy: Yeah. You're like, come on. I thought Yeah. I'll be honest. I thought he already did.
[0:15:33] Dave @DCBK2LA: I I thought he was... To be honest, I thought he was holding them to be like, alright. TGE is coming eventually, and let's see if this will pay off. Right? Like, $80 per NFT or whatever. Like, maybe it'll be good. You know? Like, maybe I'll get more than $80 of an allocation the... When TGE comes. But I think people are just, like, disillusioned sometimes in terms of, like, what they are actually expecting when it's just like, what nobody communicated. Like, I I get it. Like, Walter can do a lot better on the communication side in terms of what we're offering, but... Yeah. And I guess it's weird. But, also, I didn't like that Yuri went out and actually swept some fucking... What's it called this morning, which I was like, why? Why spend that kind of money?
[0:16:09] Ryan @Rlad1776: Like, we found is All
[0:16:11] Landy @CryptoLandy: founders do that. All they all do.
[0:16:13] Dave @DCBK2LA: I I don't get it, but it is what it is. Like, I'm not the founder. Right? At the end of the day, it's just like, Now I'm gonna get you to pay me more because, we gotta do damage control out here. So...
[0:16:22] Moni @monitalan: Yeah. But, Dave, I think part of it is... I'm I'm sure other people need introductions, but just setting, I I just think there's nothing happening, and people are like, wait. Why has Seq not announced anything? Exactly. Not announcing anything? Let's go farm ARC when... I don't think people understand how ARC's gonna work. Let's go farm base when... Unless you're spending money on base trading, you're not gonna make any money. I think there's just nothing, and people are very frustrated.
[0:16:56] Landy @CryptoLandy: And Magic Eden's a casino now.
[0:17:03] Dave @DCBK2LA: Yeah. We gotta get the quiet guy training on OpenSea. I don't know what we're doing. Of all the things that, like, Magic Keaton said they were gonna keep open, it was like, okay. Let's let's keep let's keep open. Solana NFTs? I don't get them any.
[0:17:15] Kkoma @itskkoma: I mean, they said fuck Bitcoin and was like, we'll just go
[0:17:18] Dave @DCBK2LA: Yeah. Yeah.
[0:17:20] Landy @CryptoLandy: Now they said fuck everything. Excuse my language, but that's basically the... We're going full degen mode, basically.
[0:17:27] Dave @DCBK2LA: Remember, the magic in the airdrop? It was just like, if you were a Bitcoin holder trading ordinals, you got the biggest magic in... I remember this like it was yesterday. I remember where I was in California, and it was like, bro, you got the biggest airdrop for trading ordinals. And they were like, nah. We're just gonna keep Solana. Uh-huh. Right. Okay.
[0:17:44] Landy @CryptoLandy: Yeah. You... And you saw how we how we did that. Yeah. I've seen chart, bro.
[0:17:49] Dave @DCBK2LA: Yeah. You know, I don't... I I also remember alpha gamer being like, the tokenomics makes sense. I'm like, fuck. You... And I was getting chastised for selling at four... You remember this? I was getting chastised for selling at $4.15. People are like, are you crazy? It's going to $11.12 dollars. I'm like, let it go to $11.12 dollars. God bless. I'm selling at $4.
[0:18:05] Landy @CryptoLandy: Dave, I was right there with you because I sold half my allocation. My allocation was massive. It was absolutely massive.
[0:18:13] Dave @DCBK2LA: Mine wasn't massive. I sold... If you guys remember, I sold on Whales Market earlier. I'm like, take my... Take $4?
[0:18:18] Landy @CryptoLandy: Oh, that's right. That's right. Because they wouldn't fill my order. My orders were too big for Whales Market.
[0:18:24] Dave @DCBK2LA: $4.16 never looked so beautiful to me, bro. That's it. You you come to the realization after a while. It's like, take the money that's in front of you. Yeah. It's it's cool. You know exactly what I'm... Cool note. If you're like, I'm that would get
[0:18:36] Kkoma @itskkoma: billions, you would be kicking yourself right now because it's Yeah.
[0:18:39] Dave @DCBK2LA: If if ifs and buts, comma, were candy and nuts. Like, that's what I'll tell you.
[0:18:43] Kkoma @itskkoma: 97% supply control. You know?
[0:18:46] Dave @DCBK2LA: Yeah. Much better.
[0:18:48] Landy @CryptoLandy: Hey. The trade has been great, though.
[0:18:50] NatNat @Natnatx007: Guys, just so you just so you guys know, can we can... I mean, we've had, like, a 15 f bombs, and we're still in the intro. Okay? I know. I was
[0:18:58] AlphaGamer @AlphaGamer_sats: gonna have it to...
[0:18:59] Dave @DCBK2LA: Can your stuff together?...
[0:19:00] NatNat @Natnatx007: Ping ping ping ping. Pew pew pew. Pew pew.
[0:19:04] Dave @DCBK2LA: Bread, what's good, baby?
[0:19:06] Bread @_ToastMalone: You know, putting out fires here and there and just trying to make, you know, bucket be the absolute best it can be. You know? You know, almost as good as going thirteen and two with yesterday's picks. So, you know, we're, hoping hoping to, you know, maybe get a, you know, a repeat. I don't think it'll be thirteen and two. That's just, like, insane. You know? But, I think right now, we're two and one for the day. So, I mean, like, we are trending in the right direction. We'll just see kinda all of the games... Most of the games today start at at six East Coast and then at seven East Coast. So got a little bit of time to to wait here and and see what's happening, but so far, so good. Just... Yeah, man. Build. Build. Build.
[0:19:54] Dave @DCBK2LA: Oh, let's go. I love it. Oh, and, do me a favor. Next time I retweet you something from the b bucket account, get the year right. You put 2027. It's 2026, bro. I just recognize it. Because I put it into g p t two to create a new image. I'm like, it's not 2027. You were like, 05/12/2027. Damn it. Yeah.
[0:20:11] Kkoma @itskkoma: That was my mistake. But at the end of the day, one hand, I'm only using my... I'm using my nondominant left hand to do
[0:20:17] Dave @DCBK2LA: That's true. That's true. Yes.
[0:20:19] Kkoma @itskkoma: Oh, and I'm, like, trying to respond to every single fucking account. I'm sorry I'll excuse my language. Every single MLB account like as like hey we made we won we won. But you know what the problem is when you when you go thirteen and two, you literally have to find 13 accounts and then and then like basically reply to each one. So, yeah, it's it's been it's been wild yesterday. I was I was telling Brett, was like, dude, I hate 15 game slates because whenever we win, I literally have to go to each account and, like, reply to them. But, yeah, it's it's been nuts. But, yes, next time, I I, yeah, I will, fix my... Fix up my marketing.
[0:20:53] Bread @_ToastMalone: No, Droz. Because we live in the future, man. And that's how, that's how we actually progress the games.
[0:20:57] Dave @DCBK2LA: We're in the future, man. Yeah. No.
[0:21:01] Kkoma @itskkoma: And then on top of that, we, you know, we had to... I had that conversation with you and Brad about something else. So it's just like, yeah, a lot of things were happening behind the scenes. And then
[0:21:09] Dave @DCBK2LA: Okay.
[0:21:10] Kkoma @itskkoma: Yeah. Some other personal things. We're we're... And we're trying to figure out how to get to Italy and do stuff in Italy, and it it is fuck... It is so expensive. So trying to figure out how to navigate that. So if anyone has recommendations, please let me know.
[0:21:24] Dave @DCBK2LA: Like, as in flying to Italy? You mean, like, had... Like, for vacation, doing the misses?
[0:21:29] Kkoma @itskkoma: Yeah. In September ish. So if anyone has any good recs, let me know.
[0:21:33] Bread @_ToastMalone: Try the gabagool.
[0:21:34] Dave @DCBK2LA: Oh,. Oh, easy. What do you mean? God. Was... The gabagool. He's not... He doesn't need to go to Italy to get that, you psycho. Guys, let's say hi to Ryan also. Hey, Ryan. What's up? Naturally relaxed. Don't say anything. I'm I'm being nice.
[0:21:49] Ryan @Rlad1776: Dialectic Dave. What is
[0:21:51] Shaksi @shaksi: What did
[0:21:52] Landy @CryptoLandy: I thinking?
[0:21:52] Dave @DCBK2LA: I can't believe. This is how you're leading off.
[0:21:54] Ryan @Rlad1776: No. No. No. No. Listen. I just... I really don't have a lot to say. I just came up so I could add some IRL to this panel of puppets. I mean, that... That's basically what I'm doing. Like, that's my real PFP, and there's puppets. So I just... Like, I want people to believe that this is a real space, and it's not just puppets and AI and robots and
[0:22:19] Dave @DCBK2LA: Ducks and Yu Gi Oh and puppets and Wonder
[0:22:21] Landy @CryptoLandy: Woman. Anime characters.
[0:22:23] Ryan @Rlad1776: So I'm gonna be very respectful because I'm doing mom duty right now. She's getting her treatment. And the nurses are all laughing at me right now because, like, you know, whatever.
[0:22:33] Dave @DCBK2LA: Hey, nurses. Yeah. Are they cute? Any of them cute? Or
[0:22:36] Landy @CryptoLandy: or Yeah.
[0:22:37] Ryan @Rlad1776: There's a few.
[0:22:38] Moni @monitalan: Hi, Allison. Yeah.
[0:22:39] Ryan @Rlad1776: There there... There's a few. Like, a few. But my mom's here, and she'll... Well, she'll do some really bad things to me. We're not as bad as my wife, but bad things if I start messing around. Although she does have dementia, and so she may forget. So that's
[0:22:58] Dave @DCBK2LA: all too. You want. Like, it's nice. Sweet. Nice.
[0:23:01] Ryan @Rlad1776: No. I actually Glad
[0:23:02] Kkoma @itskkoma: you're here.
[0:23:02] Ryan @Rlad1776: Yeah. No. I I actually did. Just a topic for discussion if you guys get a chance. Because I think, Matt, you were on a space. You know, remember when Matt c brought up the thought or the concept of, like, this new kind of buzz around people hoarding AI payment tokens? Yep. And, like, it got me thinking, and I was wondering. So since this is all things crypto and dialectic Dave is our leader, I figured I would make it, you know, relevant.
[0:23:38] Dave @DCBK2LA: You wanna laugh? You want... Seriously. Like, if we're talking about AI tokens Yes. Like, do y'all remember do y'all remember six months ago when I went around the room and I asked everybody, like, what's your one AI pick? Right? And I went to Landy, and Landy said VVV at, like, a dollar 75 or $2. Look where VVV is today. VVV is $17.18 dollars now. Yes. People are hoarding compute AI token, ones that actually have, like, real utility. Bro, 17... This thing was $8 a week and a half ago, two weeks ago.
[0:24:06] Ryan @Rlad1776: Yeah. No. I have... I'm not even sure. Yelling at each other in his faces last night, but I think what Matt was talking about was the actual payments between agents. Right? So, like Explain. Like... So when... It came up yesterday. Right? So bread said the validator, right, from the requester gets paid. I'm simple... I'm dumbing it down here, but, like... Okay. So how do they get paid? What do they get paid in? What token? What... What's the form of financial exchange? And I think what Matt was saying... And Matt's a... He's a Tratify guy, but he, you know, he he's Bitcoin, but he messes around and he's smart. But he said people are, like, hoarding these what they think will be the token. Like, which one? Yeah. That's my point. Like, all of them right now. I mean, how do you know which one to pick, and how do you even know if it's been created yet? Right? So I'm just... I'm trying to figure out what the alpha is is here. Right?
[0:25:12] Dave @DCBK2LA: Yeah. Yeah. Yeah. Me me too, Brett. Maybe can you clarify? Because, like, we're talking about native one... L one native gas tokens. Right? Because based on the validated conversation yesterday, but AI tokens, I don't... Yeah. Brett, can you maybe bring a little bit more color to what Ryan's saying or no?
[0:25:26] Bread @_ToastMalone: Yeah. So, I mean, I think, like, with the AI token, like, these inference tokens and things like that that that companies are spinning up, I think that, like, and I don't really know what the timeline looks like here, but I think that that's going to be essentially the catalyst to the AI bubble burst. Right? Because we're going to get to a point where the inference and the compute is so small that everyone can just run it on their iPhones and on their laptops, and, like, they won't... You won't have a need to necessarily stake VVV to use their inference. Bec... You know, I mean, and one of the the the cells is that, like, you know, it's private, and it's completely anonymous. Right? I mean, like, just like all crypto is completely decentralized. You know? It's the same kinda same kinda story. You know? So I think that, those tokens, like, yeah, there's there's room to run. But I... You know, again, NFA. Right? Like, have an exit plan. Have an exit strategy, a take profit. You know? Because I think that those will, like... After they absolutely hit their ultra giga peak top, it's gonna be a very hard crash, just because I think that the services that they're providing are super, super useful today. Right?
[0:26:47] Dave @DCBK2LA: What what timing do you think this is gonna happen? And I wanna hear, Amani, especially from you. What do you... What... And, Landy, too, like... But all you guys, like, what kind of timing do you think when you say bubble burst? Right? Because, like, they're literally launching data centers in outer space now. Like, how... I'm sure it will burst at some point, but I don't see that anywhere in the near cool. Am I crazy?
[0:27:08] Ryan @Rlad1776: And and and
[0:27:09] Kkoma @itskkoma: in the near
[0:27:09] Ryan @Rlad1776: future. Yeah. Like, you're absolutely right. I don't wanna I don't wanna interrupt that that thought process, but just like for the dumb people in the room like me in the back of the class who are eating crayons, what I'm trying to figure out is when my agent, my AI agent, or my bot that I'm running, right, goes out and it needs data from Google or FINRA or, you know, enter, you know, put in whatever and it gets validated by that systems agent, there... There's a financial transaction that takes place. How is that happening? And can I go buy a shit ton of it so that when it goes up in value, I can make gajillions? Like
[0:28:00] Dave @DCBK2LA: I think maybe there's a miss... There's a misunderstanding.
[0:28:02] Bread @_ToastMalone: Yeah. There is. Yeah.
[0:28:03] Dave @DCBK2LA: X402. Right, Brad? You wanna... Yeah.
[0:28:06] Bread @_ToastMalone: Yeah, dude. X402 is... And I I was on that space for a little bit this morning before I had to jump. Then, like, yeah, X402 is a... It's just a... It's a payment standard. Right? Like, it... It's it's on basic HTTP protocol, right, which is, the Internet for, like, you know, the nontech people. Right? It just... You type in a website, you know, that... Before the www, there's a... There's some letters, HTTP. Right? It's just protocol stuff. Payments was initially, like, kinda baked into that, but there was no way to utilize it. Now with four zero two, you can have an agent pay another agent directly through that call. Right? It... It's it's kind of like if you were to order your food at the drive through and pay at the same time as opposed to pulling up to the next window and then having to pay somebody for that food you ordered, it all is in one step. Right? You get the data at the time that you pay for that data. And if you don't pay, you don't get data. Right? It's replacing API keys. It's replacing subscriptions for data, essentially, is what it's doing. And because of that, it's in USDC and agents have wallets. And so now agents can go out and just ping a network, like a registry. Right? 8004 is one of them, but you can... You ping a registry to be like, who has all of this sports data? I need sports data right now that is not just raw, but has already been filtered and curated and tells me the picks and tells me the player stats without me having to go do all that. I just want the good, clean data. And it finds the bucket agent and pays it via 402, and now it has that data.
[0:29:43] Ryan @Rlad1776: But are you... And and and it's paying it because you've you've got... You've put money in a wall... Like like that... Like, I guess... Okay. Okay.
[0:29:53] Dave @DCBK2LA: It's it's not a specific token, Ryan. Right? Like, they're paying in USDC, right, or, any other native token, like, whatever. But predominantly, from what I understand, because, like, the four zero two protocol was built on base, it's mostly on... It's... A lot of it's happening. We're clearing in USDC. Yeah. Lendi, go ahead.
[0:30:09] Landy @CryptoLandy: Everything's gonna get ex... Exponentially more expensive. Every single piece of data will be monetized.
[0:30:17] Ryan @Rlad1776: Yeah. That's where that's where I'm going, Landy. You get it. Yeah. Absolutely.
[0:30:21] Landy @CryptoLandy: Yeah. So then it becomes then it becomes who has the best data. Right? Who has the most accurate data? And that's the data that you're gonna want your agents to sift through before, you know, whatever is available upfront or has historical high accuracy is what is gonna win out at the end of the day. Right? But, yeah, it... It's... Monetization of data is a big deal. Right? You you kinda come from that field already, Ryan. And this is where I think that we're gonna see the the... We're gonna see that a lot of regular folks are gonna be priced out of it fairly quickly via the agents themselves, and then it's gonna become, our agent gets the best data, and you can just come to us for that data. And that... Therefore, you're not having your agent go out and spend all of this money on your behalf. You can come to us. There's gonna be so many different ways in which you can optimize, and companies can find ways to to to business... You know, do business with the end user or consumer that are gonna be incredibly helpful and provide for a lot of opportunity for the growth of the sector itself.
[0:31:47] Ryan @Rlad1776: Yeah. Because, you know, I mean, I'm a startup guy. Right? So that's what I'm... Like, that's where my head's going. Right? Now maybe I don't wanna start to spin something up, but I wanna figure out how to how to how to leverage Looking at the... You know, make money in this, like, the process. Right?
[0:32:04] Dave @DCBK2LA: Ryan... But, Ryan, it's like it's like what b bucket is doing. Right? Like like, it's it's it's organized data. Right? Because, like, you can put in APIs for ESPN and all this other shit. Right? But at the end of the day, it's like, who's aggregating that data and making it make sense to where the agents can come and actually pay for it.
[0:32:19] Ryan @Rlad1776: Right? What what was that, Mark? That was the bucket?
[0:32:24] Landy @CryptoLandy: V bucket. It's it's it's the bucket.
[0:32:27] Bread @_ToastMalone: Yeah. It's pronounced bucket. Like, you know... We
[0:32:32] Dave @DCBK2LA: we nicknamed it. Okay. Wait. Hold on. Alright. But I think you get it now. Hold on. Let's go to morning. Let's go to morning, then we're
[0:32:37] Kantorcodes | ℏol/acc @Kantorcodes: gonna start.
[0:32:39] Moni @monitalan: No. I had the same question for Landy, like, timing. And I think, like, there's so many different things, right, that are so complicated. And back to your point, Landy, about things being expensive, I mean, both Uber and there was another company today, and I just forgot who it was, just said they've already spent the money they had allocated for AIUs with
[0:33:01] Landy @CryptoLandy: Yep.
[0:33:02] Moni @monitalan: Quad, right Mhmm. For the year. So now they have to cut in other areas to be able to meet the commitments they've made and the the... You know, as much power as they need to run their business. So I think there's so many different elements. And I know, Dave, you made a little bit of fun of the video or made a comment about the video of, you know, if you don't get on the on the bus, you're gonna be left behind. But there are there are so many tensions, so much friction, and so much fear even within companies about AI because, again, there's so many costs that are coming. So I don't know about the AI bubble. I just see so much friction and issues.
[0:33:43] Landy @CryptoLandy: And I would add to that, Moni.
[0:33:44] Ryan @Rlad1776: It's not... It... It's it's not just friction. It's... It starts with confusion. Like like chaos. Right? Like, you don't understand it.
[0:33:53] Landy @CryptoLandy: I'd like to address something far more specific, and that is that the path that AI is on is not sustainable in terms of its growth. And the main reason why is because there is a physical infrastructure problem. We have 35 to 40% data nonstarts this year... Data center nonstarts. The whole data center and space stuff is many years off. We have exponential increases in CapEx going to d d r six, g d d r six already. We're already passing by or blowing by the d d r five stuff. There's already so much backlog of orders that are that are waiting to be filled for, you know, the the actual compute side of things. And the infrastructure, it... We are way ahead in terms of where we we are way ahead in our heads in terms of where we are in comparison to reality. And that will catch up in the markets because the the money... The the music will stop. Alright? Because it doesn't mean that the innovation's gonna stop or that the the data center build outs are gonna stop or AI is gonna stop, but the money flow into AI that is booing all of these other sectors will stop. Because every single one of the plays, Ryan, that even you've been in and that have been in, they're beta plays because they're all surrounding the same thing. And they will all take an outsized hit as soon as the bubble does burst, and the bubble will burst. Trust me. It's going to happen. It's just a matter of when. And I think... I I reposted an Eric Crown post, and I wanna just quickly read this and then go around the room. But I wanted to read this because I think it's really important because everybody's making a big deal about PE ratios right now. And let me find it. He said, a fact worth holding on a day like today, .com peak median PE of the leaders was a 152. AI leaders today are at 39. Is it high? Yes. Unreasonably? Not really. A four x compression in the multiples, and you're back to long term averages. In 1999, you needed a 15 x com... Compression. So his point being is that we could see larger corrections, but that's not the real bubble unwinding. That is the bubble still continuing to add fuel on every single dip. But at some point, the music will stop because the infrastructure cannot be built fast enough to support it. And then what's gonna happen is all the values of these companies will correct. Every single major investor knows this, by the way. That's why there's still so much money left on the table. When you look at... When people say, like, well, look at Berkshire Hathaway still holding on to a bunch of cash. Even though they've started to do investment in some of this stuff over the past couple of years, Why would they have so much cash? Why would they keep some of it... So much of it on the side knowing that it's just depreciating in value in terms of buy power? Right? Especially with the hot reads and and inflation the past two days. Well, that's because they know that when the bloodbath does hit, you can get in at exponentially better rate of return for those investments because this is where we're going just like in the .com era. It's just a matter of we need a correction back to reality. But this is all about those players getting positioned early and having those those potential irons in the fire for, hey. We've invested in this company over here. Let's say the market corrupts... Corrects and they completely collapse and go under. We can buy them on the cheap and get all their tech. Right? There's a whole bunch of strategy that's occurring right now on the highs and will continue to occur. There's still runway, but I would give it twelve to twenty four months, and and then we we could potentially
[0:38:12] Ryan @Rlad1776: see a massive drop.... Example is, like, Ceribus. Right? You could have booked... Bought primaries in Ceribus about a year ago for, like, $40, $45. Thursday, tomorrow, it... They're projecting a $185 a share when it actually IPOs.
[0:38:33] Dave @DCBK2LA: Yeah. See, like, those numbers, like, when... Especially when you look at the, like, the anthropic growth numbers too. Right? Like, that's not... That's only gonna go on for so long. Right? Like, a month and a half ago, they're a $300,000,000,000 company, and now they're literally a $1,100,000,000,000 company. So, yeah, I'm with you. Let's go to Shaxi real quick, and then we'll Yeah.
[0:38:50] Landy @CryptoLandy: They don't have the revenue.
[0:38:52] Dave @DCBK2LA: They just Yep. Agreed. There's no fucking... There's no way they have the revenue. There's a trillion dollar value? No. Shaxi, go ahead. Wait. Did we lose... Oh, Shaxi's here. Yeah.
[0:39:00] Shaksi @shaksi: So one comment and then a question that I have for the panel. One... The comment is the x four zero two. Yes. It might have stopped. It's... It predates Coinbase's implementation. It's a open HTTP implementation, so anybody can really implement it. Coinbase has done it. Tron has done it through the Bank of I... AI, and then I know Solana is doing some work on it. So pretty much everybody's going to be doing their own implementation. So what your AI will pay in depends on where it needs to get a service from, and I'm sure there's going to be exchanges in the middle that will then be able to get you one coin to the next, etcetera, very easily. The the question that I have is... And I've been wondering for a long time. On ICT, in theory, should be a platform or blockchain for compute and data, etcetera, but it's not on any kind of, like... Hasn't shown any relevancy. Am I missing something? So don't place something right to me.
[0:39:58] Kkoma @itskkoma: Shaqi, it's really hard to hear you, man.
[0:40:00] Landy @CryptoLandy: Yeah. Shaqi, are you wind something?...
[0:40:02] Kkoma @itskkoma: Skydiving or something and and talk to us.
[0:40:05] Dave @DCBK2LA: You know, jump out of the loop, jump out of the...
[0:40:06] Voice I: You know what?
[0:40:07] Shaksi @shaksi: I'm sitting on the roof on this, like, a great wind. Can you hear me now? Is this better?
[0:40:11] Dave @DCBK2LA: Yeah. Yeah. No. No. I... We... I think we heard everything. I think we got you. You're essentially saying, wait. I was like, wait a minute. What the fuck? What the fuck is
[0:40:21] Landy @CryptoLandy: So he essentially said
[0:40:24] Dave @DCBK2LA: Yeah. Right.
[0:40:25] Voice I: What I said
[0:40:25] Kkoma @itskkoma: No. No, Andy.
[0:40:26] Dave @DCBK2LA: That's not
[0:40:26] Kkoma @itskkoma: what he said. He went... He said,.
[0:40:29] Dave @DCBK2LA: Starlink. That's what he said. No. You're not.
[0:40:37] Shaksi @shaksi: Are you guys pulling my leg, or do I need to repeat myself?
[0:40:40] Dave @DCBK2LA: No. Just just the last question. I I did hear, but I literally just forgot it.
[0:40:43] Shaksi @shaksi: On ICP, it's supposed to be in in a chain for Alright. Compute for AI and the lights... Data storage and things along those lines. With the relevancy of data compute... Compute power and storage, why is... Are we not seeing some fluctuation on that? Have they done something wrong? I
[0:41:03] Dave @DCBK2LA: feel like ICP still look cooked. Like, every time there's this narrative, you see ICP pop every now and again. I mean, obviously, it's a far cry from where it obviously, like, all started, but I I think the narrative obviously changed since way back when. It was since since the days of Bitboy shielding ICP on the timeline. I think it's a little bit different now. But, yeah, I I don't know enough about, like, the off chain compute component of ICP. Like, I don't even wanna... If anybody else does, god bless
[0:41:29] Landy @CryptoLandy: Can you... I can tell you it's all about tokenomics. And can you imagine a day in which the supply actually does start getting eaten up on ICP, and it's like, you know, a $100 a token or something crazy like that, and poor Bitboy is just sitting in a cell like crap. If I didn't go crazy, I could have been a mega billionaire.
[0:41:52] Dave @DCBK2LA: Well, he was making enough money. Cool. How much was Bitboy... Because Bitboy was getting paid, like, 30 k just to shill a token, like, on his thing.
[0:41:59] Landy @CryptoLandy: Bro. Addition to probably what his...
[0:42:01] Dave @DCBK2LA: Right? In addition to probably what his ICP allocation was that dropped, which was... If I remember correctly, wasn't this thing like a thousand dollars or, like, $500 a token or something like that? Am I crazy? At the... I think he went over 200,
[0:42:14] AlphaGamer @AlphaGamer_sats: I think. I think about 200, and he he dropped he dropped below a dollar. Yeah.
[0:42:18] Landy @CryptoLandy: Yeah. It was gross.
[0:42:19] Dave @DCBK2LA: I I... Anyways, let's let's move the show forward. Definitely, talk to me. What is cooking today? New fed governor obviously approve or did we get approval of Kevin Walsh? Like, is that a done deal? I saw S and P hit a new high, but a little bitcoin coming back down below 79,000.
[0:42:36] NatNat @Natnatx007: Talk to me. Give me good news. Yeah. Dave, actually, my baby is crying in the background. I should be talking him. Landy, you go ahead? I'll be right back, guys.
[0:42:43] Landy @CryptoLandy: Yep. So was approved. He is now through. He is gonna be the new Fed chair. And one Jerome Powell in an unprecedented move staying on the board. We've never seen this before, so it should get interesting. I think more important than coming in and getting his approval to become the new Fed chair is that between yesterday and today, you know, I've talked quite a bit about core CPI numbers because it cuts out the volatility of of assets like oil and food and other things. Right? Well, we are now starting to see that we are getting significant movement in the core numbers that the Fed watches for sticky inflation. And we had both CPI and PPI, which is producer price index, not getting urine in your eye, is actually coming in pretty hot and is likely gonna stay there even if we see oil come down significantly. There's gonna be a lag time or a lag effect. So I think that anybody that thinks that he's gonna get in there and immediately gonna start cutting rates and selling off the balance sheet and betting on AI to cannibalize everybody's job and bring prices down, you might need to reset your expectations. More than likely... Obviously, today, it's all have been about... Well, they're gonna have to increase rates. Well, I think if anything, they're gonna hold rates, and it's gonna be longer before we see any sort of a cut like what he has described he'd like to do at the Fed level. As for markets, they just kept churning along. Right? With the exception of Dow, which, you know, did pull back a little bit, we saw some new highs to some relevant areas of interest that I know I've been talking about. I think Matt has been talking about as well for SPY and NASDAQ. And one of the main reasons why you're seeing that is The United States has the most liquid markets on the planet, and everyone internationally is a participant. And when you have a much worse economic outlook in other countries, especially in Europe and Asia, well, where does that capital go? It goes to the safest place, and that is The United States being a superpower economically, the most liquid markets, you know, military, yada yada yada. That... By the way, that tells you that tells you everything you need to know about these talking heads on TV and how full of crap they are about United States position because the markets didn't flee to China. They fled to The United States. So you're getting the bid there, but because we are starting to see inflation creep up at a core level, more importantly, not these... Not the CPI, but the core level, what you're seeing is risk off first with the riskiest assets. And what have not... And I and many others said, Bitcoin, despite what big daddy Larry says, is still seen by the wider market as a risk on asset as is all of crypto. So we got a trend break to the downside. This is just the trend cracking locally. Doesn't mean much unless we start seeing $78,000 start to break down, then we're probably looking 74 to 76. That would be strong area to look for. You'd wanna see that hold up if you're bullish for continuation back to the highs or potentially higher being preserved. But if it does start to break down below there, expect 70 to 72 and probably upper sixties to get hit pretty quickly, and that's where the rubber hits the road.
[0:46:38] Ryan @Rlad1776: Hey, Landy. Above Just one thing on that. Like... And and I don't disagree. But if oil nukes, right, because war... Two wars have been resolved and and oil nukes, don't you see it moving further out the risk curve potentially?
[0:46:56] Landy @CryptoLandy: Well, well, hold on a second because we're... Those are two different conversations. One, you're talking about markets. Right? Markets right now are taking and cutting the the most risk right now, and that's gonna be on the crypto side and other side, right, as they start plugging back into traditional markets because we haven't seen... There's no arms squeeze to be had just yet to unwind the long side of the trade yet for traditional markets with all of this capital inflowing to US markets right now from overseas. So what you would see if oil tanks, especially below 90 for WTI, 90 to 95 is the main area to pay attention to. You'd wanna see it tanking below there significantly. It's risk on everywhere. It just continues. Right? Traditional markets, Bitcoin and cryptocurrencies, all that kind of stuff. But from the fundamental economic point of view, when it concerns inflation, it takes a while for inflation to work its way through the system, and we've now had, you know, what are we... Like, ninety days of increased oil prices, and we've seen natural gas prices also increase. A little less relevant for The United States as we're entering, you know, spring summer time frame. But when it comes to oil, we're seeing that that affects, you know, that affects everything. Right? When you have increased oil cost, it works its way through every single system because of the importance in the supply chain at the pump, different products that are created that everyone uses every single day that are created using oil. So that that affects everything, and it takes a while to show up in that core number because they strip it out to get rid of the volatility in the near term. But now that it's creeping into the core number, it's gonna take a while. So if we were to see oil crash right back to the lows, it would still take a while to see core CPI, core PPI to actually come down. It's that lag effect. And, also, you gotta understand that even at lower prices, even with a fully open straight of Hormuz, which really doesn't matter anymore at this point, to be honest with you, What would be a bigger deal is if Iran was trading unsanctioned oil. That would be huge. Huge, if you will. But what what what essentially... I know. Right? What essentially... What you have to look for is this is going to take a while for the the decreasing demand, also known as demand destruction in Europe and Asia, to actually be met by by this incoming supply. And then you also need to see that now occur here in The United States because The United States is exporting a ton, a freaking ton of oil, and we're increasing. We're not decreasing. We are going... We're... The projected increase in exports of oil out of The United States is growing at such an exponential rate that it's putting pressure on the pricing here at home. Right? And and that is not because we lack the the the capacity to meet demand. It's because what others are willing to pay, we also have to pay. Right? So that... Even though it is a marginal discount versus Brent oil, we can't... We still can't touch Arab sweet. Like, they are... They... And this is a whole different conversation, but we still can't touch the Saudi Arabian oil. They have such low cost per barrel. It's insane. But we... If we see that come down, it will take a while for the economy to feel it. What you will see is speculators right away begin to go back to risk on immediately, and in fact, maybe exponentially in terms of spending. Like, we gotta do it now. We gotta do it now. Buy it at lower prices. Buy buy buy buy buy. Because even if the stocks are at higher prices, if you start to see that that oil prices and energy prices are dropping and and staying there, then you can make a stronger bet on those prices coming down. So you wanna be as early as possible for a lot of the speculators. That would cause a risk on continuation of the trade that would affect crypto. Right now, we're seeing just a trend break on the daily for Bitcoin and a bunch of the other majors. I wouldn't be looking for this to be like, oh, it's all over. This could correct down to 76 k, and I would be like, that's actually still preserves a shot at the highs and potentially higher. But if it starts to break down specifically for me below 74 k, we're likely testing the low... The high side of the lower range, you know, upper sixties to that 70 to 72 area, and if that's where the rubber hits the road. That's all you really need to know. Anywhere above there, there's still opportunity for higher. Anywhere below there, we're likely testing the lows, if not lower. Okay.
[0:52:03] NatNat @Natnatx007: Yeah. Let's go. Great. Yeah. Great take, Andy. Sorry. I'm I'm making my my my of method in in the background. I just wanted I just wanted to add. I think, in reference to the stock market, I wouldn't be surprised if the meltdown continues even if oil just breaks down 100 and not 90 just yet. I think, the markets will use that as a... We'll see that as a... As as an opportunity that, you know, risk is again in play.
[0:52:32] Landy @CryptoLandy: And to Nat's point, you gotta remember that the markets also were, you know, we put in major macro lows in traditional markets and even in crypto markets when oil was around these prices last time and coming down because we didn't really get the massive drawdown until later that year in 2022 into '23 is really when we started to see the breakdown in oil, but everything was already starting to to roll back to risk on. Right? It's not a one to one. At the end of the day, what you have to look at is what is the relative strength of oil and Dixie? So the DXY. Because if you see the DXY increasing in value versus other fiat currencies, there's there's likely gonna be some some risk off, and that's that's known as a cash forward trade. Right? And that... That's not what we're seeing right now. We're seeing normal profit taking even in Bitcoin. It's just a matter of if we get a correction in traditional markets, where does Bitcoin and cryptocurrencies correct to, or how how do they hold up in terms of relative strength versus the traditional markets if the traditional markets start correcting from here? And so far, I'm with Nat. The melt up is on until... What does what does Ryan say? The bidding will continue until
[0:54:01] NatNat @Natnatx007: morale improves. And just one quick thing, and I'll I'll I'll hand it back over. I just wanna give my own call that... Okay? I made a post about it, and I'm kinda proud of myself. Alright? So BlackBerry and Nokia. Go look at Nokia. Go look at the chart. Go look at the price action. You're welcome. Called it.
[0:54:19] Landy @CryptoLandy: Did you see did you see that they have the Flip Motorola?
[0:54:25] NatNat @Natnatx007: What was that?
[0:54:27] Dave @DCBK2LA: High is Nokia and BlackBerry up?
[0:54:29] NatNat @Natnatx007: Did you call? BlackBerry made a new high, I believe. Was, like, two days ago, and and we traced. Right? Yep. But in Nokia, it is still running right now after hours. It's above $15 per share. And there's a big, big order that came in with third... For thirty thirty calls. Right? So Austin's play, big, big order. So are they gonna send it all the way to 30? We shall see.
[0:54:51] Dave @DCBK2LA: Okay. Also, wanna say what's up to Gamer. I saw Caitlyn came up too. Gamer, what's up? So we also have some big news, obviously, with all the big dogs on Air Force one. Like, we saw we saw there was a little drama with all the
[0:55:04] NatNat @Natnatx007: gents and gangs. Yeah. Yeah.
[0:55:07] Dave @DCBK2LA: We got NVIDIA. We got Apple. We got Elon. Like, all
[0:55:10] NatNat @Natnatx007: the big dogs. Yeah. Yeah. Yeah. And I just wanted to point this out real quick. We... I mentioned this yesterday, right, on ATC, but also on on the bull spaces as well. There there was a telltale there. Right? So he got the CEO of NVIDIA. Look at NVIDIA stock. Right? The CEO of Apple. Look at Apple stock today. He hit over 300. Right? The CEO of QCOM, look at QCOM stock and recovered from that massive drawdown from yesterday. Right? So there's something there.
[0:55:36] AlphaGamer @AlphaGamer_sats: Yeah. Go. Great point.
[0:55:37] Dave @DCBK2LA: Yeah. Gammer, what... Gammer, what's good?
[0:55:40] AlphaGamer @AlphaGamer_sats: Yo. I was gonna say good morning, but good afternoon, everyone. Yeah. Good morning, Shane.
[0:55:49] Dave @DCBK2LA: Yeah. Seriously. We know we know we know how to work from home day today.
[0:55:55] AlphaGamer @AlphaGamer_sats: No. No. I'm I'm here in the office. I'm just, you know, I'm just chilling. Yeah. Just... For for me, a lot of the stuff that I'm seeing on the timeline is... The big thing is Cribus, CRBS, 20 times demand. It's gonna be interesting, like, what Ryan was saying earlier about, you know, that launch and, you know, just see how that goes, really. There's only so much money that can get flung around, you know. And Cerebras, I think... I believe they're gonna be the first, like, large... Everyone's focused on SpaceX. Right? But they're gonna have a pretty pretty decent evaluation here, especially if they're coming in on the high side. I mean, they're gonna be, like, right off the bat, $50,000,000,000. You know? So that's not that's not chum change. So, and, again, right, they're gonna be... You know? And the demand for chips is so crazy right now that, yeah, I don't I don't see how this is gonna flop. If anything, it'll be the typical IPO, you know, hype wave and then, you know, dump, you know, typical pump and dump. You know? Because when the hype goes away, right, and then it kinda settles out. And then the other thing was, you guys FOMO'd into Wolfspeed. It's up 16% since, yesterday when I literally said I wanna cash this on the pullback, And, nope, it went... It was literally a god candle came in after that.
[0:57:38] NatNat @Natnatx007: That was land.
[0:57:39] AlphaGamer @AlphaGamer_sats: 60%. And then the same
[0:57:41] Landy @CryptoLandy: thing stop telling me about them.
[0:57:44] AlphaGamer @AlphaGamer_sats: Yeah. Yeah. And the Vicor, same thing. It's up 6%. Saves up 20% across the board.
[0:57:53] NatNat @Natnatx007: Did you listen in to Almu's call today, earning call?
[0:57:58] AlphaGamer @AlphaGamer_sats: Part of it. I was able to catch part of it, and wowzers. Yeah. There's a reason why why just keeps pushing up against the all time high. Oh, actually, let me look at it.
[0:58:12] Kantorcodes | ℏol/acc @Kantorcodes: Let's see.
[0:58:16] AlphaGamer @AlphaGamer_sats: Yeah. It's still... Yeah. Actually, it looks like after hours, it pulled back a little bit.
[0:58:20] Dave @DCBK2LA: Yeah. Now it's almost like a little bit of a pullback.
[0:58:22] Ryan @Rlad1776: Quite a bit.
[0:58:23] Dave @DCBK2LA: Like a million bucks. Yeah.
[0:58:24] AlphaGamer @AlphaGamer_sats: Yeah. So... But that's that's, you know, that's pretty typical. Whatever. Yeah. It was really interesting because they actually mentioned one of the tickers that Nat was bringing up to everyone, and that actually came across the call for all new. Because recall... So so remember that they are looking... As
[0:58:53] Dave @DCBK2LA: far as
[0:58:53] AlphaGamer @AlphaGamer_sats: I know, they're the only ones with the quantum laser. And I I actually did some digging here. So in in terms of IP, so their intellectual property has expanded to 36 issued and pending patents. 36 patents. I I was like, wowzers. That's a lot. So if they have that many patents pending in quantum technology and lasers and, you know, you know, the warping of the the... Solving the issue of the warping of the wafers and heat transfers and... It's a lot. They're way ahead of the game. And and I think I... You know, because at first, I kinda stumbled upon this, right, when I first came across and brought brought it to everyone. And it... Just the deeper I go and go and go, I'm like, oh, wow. This... Think I kinda found a jackpot here. So, yeah, they brought up I n q. They set it on the call. So, obviously, yeah, there's there's other quantum players now requesting Almu. And and I also... They also said that they're also getting hit up by other, you know, AI companies, for their research, for their... You know? So so in other words, it's still so early. And by the way, even if you got late... So so, like, for example, like, I actually add... I added on another call at thirty, and, you know, and that was late. Right? This was, like, after the initial pump. And even that option is up 25%, and that was and that was the late one. That that was after it already pumped. So so you can imagine, like, the the lower calls. Right? The 25 and the... You know? So it it was just insane. Like, this thing is just crazy.
[1:00:56] NatNat @Natnatx007: Yeah. My 25 calls are up almost 300%.
[1:01:00] AlphaGamer @AlphaGamer_sats: Yeah. Yeah.
[1:01:02] NatNat @Natnatx007: It's a now with this dump, though.
[1:01:05] AlphaGamer @AlphaGamer_sats: Well, yeah. But whatever. It's... This is so early. And and remember that the the tech has not been adopted. Like,
[1:01:28] AlphaGamer @AlphaGamer_sats: So that to me, as an investor, tells me, like, oh, wow. Okay. So you got something that no one else has.
[1:01:36] NatNat @Natnatx007: But what... Doesn't the the 1,300,000 in revenue concern you, though? Because it's super tiny.
[1:01:43] AlphaGamer @AlphaGamer_sats: Well... Yeah. Yeah. But but they're... Yeah. But they only have, like, what, six employees. Right? They're they're basically a research. Right?
[1:01:51] Dave @DCBK2LA: Yeah. And what's the contract that they got? Like, barely $4,000,000. Right? So I think that's pretty decent. Right? Like, considering...
[1:01:56] AlphaGamer @AlphaGamer_sats: Yeah. For for six p... That... That's like... Imagine just the ATC crew here.
[1:02:01] Dave @DCBK2LA: Yeah. That's
[1:02:02] AlphaGamer @AlphaGamer_sats: it. That's their... That's that's that's the whole company. Right?
[1:02:06] NatNat @Natnatx007: So you're saying the workers are working for free. That's what you're saying?
[1:02:09] AlphaGamer @AlphaGamer_sats: Yeah. No. I'm just... I'm saying it's so early. Sweat equity. Love that. Right? And remember, 36 pending patents. So whatever... Like, I gotta look into that. That... That's that's just more homework I gotta
[1:02:23] NatNat @Natnatx007: I think he's get more contracts, though, because he didn't want... He was very careful with his wording when one of the hedge fund partners asked.
[1:02:30] AlphaGamer @AlphaGamer_sats: He didn't wanna he didn't wanna let anything slip out. Yep. He noticed that. Right? So you could tell he's already on multiple calls, probably doing multiple contract deals that are already in the works. So super early. So I am not worried about... If anything, I'm just looking at this, like, okay. You know, it's gonna be one of those plays where you just keep adding and adding and adding. And and remember, quantum is the thing that, you know, that's the the topic that Bitcoin people are scared of. Crypto people are scared. Right? That's that's the one thing where, like, oh, quantum, the boogeyman, you know. You know? So, yeah, I don't know. That... I don't know. It's just... Yeah. I'm I'm starting to churn in just a massive bull here. And... Yeah.
[1:03:16] Landy @CryptoLandy: Only only Totos are scared.
[1:03:18] Dave @DCBK2LA: Easy. Easy now. No. You can you can't let this out. Anyways, let's say hi to Kayla. Thank you, Gamer. Hey, Kayla. How are you? Long time no speak. How are you?
[1:03:26] NatNat @Natnatx007: Hey, everyone. What's up?
[1:03:28] Dave @DCBK2LA: It was good. How are... How are doing? What's what's cooking in your world lately?
[1:03:31] Moni @monitalan: Oh, not much. I was actually just thinking exactly what you guys were talking about with quantum. Some people are saying that, you know, this is gonna be the last run for Bitcoin because we're gonna break it by the time Quantum encryption comes out. And I don't know, but I think this might... Like, there is, like, good reason to believe that it could be, like, the last run. And what do you guys think of that?
[1:03:52] Dave @DCBK2LA: Don't get landing started. Oh, yeah. Yeah. No. Don't get... Don't... That you're gonna you're gonna
[1:03:55] Landy @CryptoLandy: No.
[1:03:56] Dave @DCBK2LA: You're gonna trigger
[1:03:56] Landy @CryptoLandy: this little
[1:03:57] Dave @DCBK2LA: puppet right now. It's gonna it's gonna go on for thirty five minutes.
[1:04:00] Landy @CryptoLandy: Okay. No. I won't go on for thirty five minutes. I'm just gonna tell you Real quick.
[1:04:03] AlphaGamer @AlphaGamer_sats: Real quick.
[1:04:04] Landy @CryptoLandy: First off first off, that's not even remotely something that is viable for a very long time. The math is there. Google proved it, but the infrastructure is not, and it's not... Even with all of the innovations that we're talking about right now, it's not even close. Now, also, there's way bigger problems than for many other types of ways of extracting money or breaking secure systems or employments of crypto... Cryptography in secure systems than Bitcoin. Right? Because it wouldn't just be Bitcoin either. It would be a lot of cryptos. Even those, quote, unquote, quantum resistant cryptocurrencies because many of them don't even employ it in a proper way anyway. So... No. Not the last run. That's fear mongering, and and we just had Nick payout for complete garbage that wasn't even based on quantum cryptography with the 15 freaking... The fifteen
[1:05:09] Dave @DCBK2LA: Two bits.
[1:05:09] Landy @CryptoLandy: 15 bit long freaking BS that everybody got in this case about, like, you actually paid this out. What a dope. But... Yeah. Like, that... I the... And and by the time that it is gonna become a problem, there's gonna be plenty of solutions in the crypto space. There's players that are far too big that would apply a lot of pressure to a lot of the people who take care of these chains to actually upgrade the security of them. And we will have this problem solved on Bitcoin, I think, before even Ethereum and others.
[1:05:42] Dave @DCBK2LA: Essentially, what he's saying is we're all... We all need to full port into NFTs, not ordinals.
[1:05:48] Landy @CryptoLandy: Wait. Wait. Wait. I did not say that. Why? JPEGs or something.
[1:05:53] Moni @monitalan: Why NFTs? I've been thinking that lately, but why do you think so?
[1:05:57] Dave @DCBK2LA: We... We've been talking about it a lot. Listen. I don't know. My my follow-up question to you guys are gonna be about Clarity Act. And, like, do we think we're gonna see a rally in the crypto sphere once Clarity Act finally gets, like, pen to paper? Because it seems like, like, right there, we're a little close. But, you know, I know we know how these things work. Every time they tell me we're close, we're never really close. Right? It's like, okay. There's always gonna be a little bit more, a little bit more, and then that turns into six more months. So I say we full port into Ethereum NFTs. What collections are we buying? Let's go.
[1:06:26] Bread @_ToastMalone: Moris. We're buying Moris. Everybody go buy Moris.
[1:06:28] Dave @DCBK2LA: Go buy a Mori.
[1:06:31] Landy @CryptoLandy: On a on a serious note are on sale. Yeah. Sure. They feel cool. I went and looked after you. Said, oh my god. That's that's no wonder people are mad. Jeez. What? But what I will say about this is I think that there's going to be a counter pushback to Clarity because Clarity, as it stands right now, I think, is trash. There's some good things in it, but there's a whole lot of bad things in it that I'm not a fan of. I think that as soon as it passes, pen to paper, as soon as that ink starts to dry, there's some lawsuits from the open source development communities that are starting to already organize for the courts, and there will be changes over time to whatever it is eventually passed through congress anyway. But I think that we're gonna actually see a pushback against a lot of the majors and a run for the smaller cap, maybe even kinda thumb in the eye kinda stuff like meme coins. You know? That was the double middle fingers to the sky. You can't get us no promises of returns, no team, blah blah blah blah blah stuff. You might see something like that, but I don't think, you know, I don't think it's day and date. I think that, in fact, clarity passing might just lead to, you know, coincide with bearish outcomes and price action.
[1:07:49] Dave @DCBK2LA: That cool. What do you... I think I might have lost cool, Nat, thought on the... On clarity act passing? Anything, like, in the immediate future that we see maybe could affect crypto?
[1:08:00] NatNat @Natnatx007: No. Actually, I I think... I don't think it's gonna move markets the way a lot of people expect, especially Bitcoin. I don't think it's gonna have that kind of effect like everyone else is expecting or waiting on. Right? I could see us either trading sideways or down. I don't think... I could be wrong, but based on how we've seen things like these happen in the past, these kind of events usually are priced in at some point, and the day of the news is either sell of the news or nothing but a girl.
[1:08:32] AlphaGamer @AlphaGamer_sats: I I actually think the Clarity Act will get passed before August. Because I I remember reading somewhere that they were targeting July 4 or around that time period to try and get all this taken care of. So there might happen to be, you know, a prediction market asking that question of will the Clarity Act be done by August. Don't tell me... Don't ask me how I know that. But... Yeah. You...
[1:09:00] NatNat @Natnatx007: I wouldn't rule out that being passed, but I'm... I don't... Because here's the thing. A lot of people are waiting on the Clarity because they're saying it's going to pump BTC. That's what I'm getting at. I don't... I You guys really think......
[1:09:14] Dave @DCBK2LA: Structure bills. Yeah. They want it and get...
[1:09:16] Bread @_ToastMalone: No. It it won't pump it. It won't pump it, though, because I think that, like, crypto Twitter is too stupid to understand anything.
[1:09:22] NatNat @Natnatx007: They were laughing, so that means we're right. Gonna nuke.
[1:09:25] Dave @DCBK2LA: Excellent liquidity.
[1:09:27] Bread @_ToastMalone: Yeah. And the smart people that do understand it, it's already priced in.
[1:09:31] NatNat @Natnatx007: Yeah. Like, this is the only thing you said that.
[1:09:36] Landy @CryptoLandy: No. You would agree reading through it. And, Dave, I don't know how much you've read through this, but there's nothing really there for... That's like, oh my god. This changes everything now. It's gonna make my coins go up.
[1:09:48] AlphaGamer @AlphaGamer_sats: It's all just for the institutions. It's all... It's not even... It's not for retail. It's for institutions. It's
[1:09:54] Dave @DCBK2LA: for Right?
[1:09:55] AlphaGamer @AlphaGamer_sats: The banks. It's for all the... You know, it's
[1:09:57] Landy @CryptoLandy: for this. I know. But my point is there's nothing in there that is like, oh my god. This is going to send everything. There's nothing in there that is... It is literally just a framework, and I would argue not a great one, that is setting up the the guardrails for how to move forward with things. So, yeah, maybe there's some bigger institutional deals that are in it. Means nothing for Bitcoin's price action. We've got the... Some of the largest institutions on the planet that are in Bitcoin and Ethereum and Solana right now. I mean, you still got... What's his name? Pulling out all of his damn hair. He's gonna be bald by the time he's done over there. Everybody
[1:10:40] Dave @DCBK2LA: on capital. Bro, I disagree. I think it... Once this gets passed, just the news alone can have, like, dare I say uptrend. No. We'll have a positive impact on Bitcoin price. I I I genuinely
[1:10:51] NatNat @Natnatx007: believe that be do in Short term?
[1:10:54] Dave @DCBK2LA: No. I don't. I don't think so.
[1:10:55] Landy @CryptoLandy: Yeah. Yeah.
[1:10:56] Dave @DCBK2LA: Short term.
[1:10:57] Landy @CryptoLandy: That's all it is. It's FOMO. Agreed.
[1:10:59] Moni @monitalan: May I say something?
[1:11:01] NatNat @Natnatx007: Of course.
[1:11:01] Dave @DCBK2LA: Yeah. Morning. Go ahead. Of course.
[1:11:02] Moni @monitalan: That's two things. I think it's priced in. I just said... I shared something Sandeep shared from Polygon on what this could mean. I think it's more long term because I think you're right. It just gives guardrails and at least it gives a little bit more of a green light of what you can do in The US. But I have a question for Landy, and I laugh because Dave may mute mute me. Landy, I think the other rumor you're hearing or rumblings is the finally they'll announce a Bitcoin reserve, and that would have an impact. Right? So is that planned around the Clarity Act, or is that not even happening?
[1:11:39] Landy @CryptoLandy: Well, that is supposed to be the next thing. Right? So it's Clarity Act, and then they wanna get the Bitcoin Act through. But there is... There's this undercurrent of Bitcoin excitement that is surrounding what the treasury may have been doing or may do in the future. Right? There's some sleuthing that's been going on, and there's some some speculation, but it's all just that. I think that the Bitcoin act as it currently stands needs some cleaning up. Could it be something that they start to talk about and start to push through again? Sure. I think that that starts after clarity hits Trump's desk. That's not necessarily,
[1:12:32] Landy @CryptoLandy: in my opinion, going to be any kind of a done deal this year unless we see something directly announced by the treasury for what they're doing in terms of budget neutral accumulation as no one's ever really paid attention to that. Everybody's focused on the Bitcoin act and the language in it. And I think that the more important thing is actually the budget neutral accumulation and the potential for silent accumulation via the treasury because they don't have to disclose until they actually get asked about it or have the clock tick over to when they have to declare that it's on the books and part of that actual reserve. They can actually keep it under a national security portion as well because of the way that the language is written to set up the reserves. They can actually not have to disclose how much they hold due to national security reasons because I don't know if anybody paid attention, but, you know, there's a few high ranking military members, you know, last month that came out, and they're talking about how, you know, yeah, we've been... We've got some nodes on Bitcoin. Yeah. We... We're kinda playing around. So this is this is an area that I think is gonna be murky. Think that there'd be a lot of excitement, and I think that having any kind of regular cadence for buying Bitcoin does no service to actually appreciate price because then all the OGs just get, oh, I'm ready to cash out. We know that the treasury is gonna buy because of the bill pass... Passing for Bitcoin act. If there's any kind of regular cadence to it, that's gonna immediately be... They'll they'll be used as exit liquidity. Right? The more than 50% of the Bitcoin network holdings on the network are by OGs. Right? So even the Michael Sailors of the world can't win there as they've been getting crushed down to their to their naph. So I just It's it's... I don't see I don't see this doing anything. I think a lot of excitement might be able to break it out of structure and form a macro low, but I think it's gonna be a long road.
[1:14:44] NatNat @Natnatx007: Yep. I I convert... So it's it's saying... I don't know. The way I see this is this... In the same way where Michael Saylor... When Michael Saylor makes his purchases, if it had any kind of power or anything behind it, it'll pump every... BTC will pump every time we make... He makes those purchases. Right? But what we're seeing is just, a complete downfall every time. It's it's like a short signal every time that those purchases become live. Right? So I think in a similar fashion, just like those purchases do not affect the markets, I don't think the Clarity Act passing will affect the markets. Maybe short term little pump, but I think it's gonna go right back down. I mean, I I... I'm I'm open to being wrong, but that's usually how What we think
[1:15:34] Landy @CryptoLandy: I would say, the difference with something like the Bitcoin Act coming up and maybe that getting past post clarity, and maybe it happens sooner rather than later, is, well, I think that it would cause a lot of excitement. It would also cause a lot of volatility in terms of people taking advantage of this fresh liquidity coming in from the excitement. And Vasant's not stupid. You see the way he's been playing the bond market for, like, a fiddle. Right? Like, that dude's not gonna... He's not gonna pay premium if he doesn't have to. So... But what that would do is that would kick off the arms race internationally at a nation state level, like a declared nation state level. You know, we have some nation states that have already done this, but that would start to... Over the longer term, you... It's just like oil. Right? You know, when you get the the supply side restrictions, the demand doesn't let up, and then you have increasing demand. Well, then you get a much higher floor. Right? And I think that we're already starting to see that. That's why, you know, you and I have gone back and forth. I'm willing to be wrong, but I think we're gonna see a higher floor for a macro low on Bitcoin than you do. That's just a difference of opinion. I can see the path to, like, where you see it, right, to those extremely low prices. But the fact of the matter is a Bitcoin act being passed knowing that The United States is going to be accumulating this asset even if you don't know the cadence for other countries that have already been transacting in Bitcoin, Iran, China, Russia, Venezuela, all of these other countries, they understand the importance of Bitcoin. So you would see maybe maybe they start... You know, this gets the arms race, you know, really going. And then you get a lot of hinky stuff because then they all wanna get in at the same time, and they wanna force others out and shake out retail and get the OGs to do OTC deals. And China's got a really powerful position there, by the way.
[1:17:33] Dave @DCBK2LA: Okay. So real quick, because I got dinner in, two minutes, but also we need to talk about... We're gonna shift gears heavy. Comma, can we talk about... We just put in the chat? So did you guys see this figure robot that's live streaming now? There's now officially a poly market on it where it's, like, processing packages. And now they're... The poly market is... Is it gonna... And there's, a, like, a counter on there. It shows the time that's elapsed, how many packages it's actually processed. It's at five hours forty five minutes and twenty five seconds, and it's processed 70... 7,530 packages. Do we do we think that it can process 10,000 packages by the eight hour mark? You go to GPT, and it's just like, it's just making the cut by, like, where does it come at? Three, 400? I don't know how how how I bet this, because I feel like there might be, like, a little bit of a holdup unless it just keeps going. But I don't know.
[1:18:21] Landy @CryptoLandy: Like, remember remember post? Sorry.
[1:18:24] Dave @DCBK2LA: Did you see
[1:18:25] Kkoma @itskkoma: Austin's post? He he put no on 8,000. He's like, all we need is, like, a bicycle to come through. And
[1:18:30] Bread @_ToastMalone: He's on his way with a hair dryer right now.
[1:18:33] Moni @monitalan: No. But you guys don't remember that robot. Remember that robot that broke down and started throwing stuff because it was started after, like, seven hours? Like, you don't know. Like, it's like, I'm done. Like, I think that could happen here.
[1:18:47] Dave @DCBK2LA: Are we betting the
[1:18:48] Landy @CryptoLandy: number be random dancing? What about how how you see, like, the the robot in the restaurant and then all of a sudden it just starts breakdancing out of nowhere?
[1:18:57] Dave @DCBK2LA: Guys, focus. Are we betting to know or not? Well, there's no liquidity in this one. It's only, like, $4 in this market.
[1:19:02] Landy @CryptoLandy: Is there a breakdance market?
[1:19:03] Dave @DCBK2LA: Is it all Austin? He
[1:19:04] Landy @CryptoLandy: just pauses the breakdance.
[1:19:05] Moni @monitalan: Is it all Austin's money in there?
[1:19:08] Dave @DCBK2LA: It might be. It might be all Austin money, actually. I'm thinking about it. He said, well, we use a bicycle to come through. It'll be bicycle.
[1:19:13] Kkoma @itskkoma: 50 to win, like, 2,200 on the 8,000. Or wait. Oh, wait. 10,000. No. 10,000 packages. So... Yeah. He might... I don't know. He might cook if if it's
[1:19:23] Dave @DCBK2LA: Oh, he got it, like, cheaper. It's already at 92%. He he bought it, like,
[1:19:27] Kkoma @itskkoma: super No. He got... No. He got... He put the no. Put He the no.
[1:19:29] Dave @DCBK2LA: Oh, he put the no. Yeah. He just said
[1:19:31] Ryan @Rlad1776: that he
[1:19:32] Kkoma @itskkoma: just need a bike. Just need a bike to come through.
[1:19:33] Dave @DCBK2LA: I kinda like... I feel like I'm with that too because, like, 10,000 chain... All you need is just one little kink. In the next 2.5, something crazy might... I'm gonna bet the no too.
[1:19:41] NatNat @Natnatx007: Like,
[1:19:41] Moni @monitalan: I'm don't know who's bet the managing the robot. They may be betting no too.
[1:19:45] Dave @DCBK2LA: Maybe. That'd be crazy. That would be crazy.
[1:19:49] Landy @CryptoLandy: Who's got the VR headset on? Maybe maybe they're betting on the market.
[1:19:52] Bread @_ToastMalone: Powered by Waymo. But
[1:19:57] Dave @DCBK2LA: I have a funny thing about... I don't know if you guys saw that meme about Waymo where the guy was throwing up out the window, he was like, oh, now now he can drink Waymo. And he was literally in the front seat just throwing up. It was the funniest thing ever. Anyways... Wait. So, Koma, you... Are you predicting on this market, Brent? What... You got anyone?
[1:20:13] Kkoma @itskkoma: I might put I might put a no actually on this just for just for the the shits and giggles.
[1:20:18] Dave @DCBK2LA: Shits and giggles. Let's go. Hell yeah. Love that.
[1:20:22] NatNat @Natnatx007: Love that. Lymphoma can predict way more.
[1:20:26] Bread @_ToastMalone: Yeah. I'm not touching that.
[1:20:29] AlphaGamer @AlphaGamer_sats: Not Yeah. Too close?
[1:20:31] Bread @_ToastMalone: Yeah. Too close. Like, because, like, realistically, like, either... I mean, they're robots. Right? So, like, there's robots that work on, like, you know, auto manufacturing that go for, like, hundreds of hours straight. You know? It's really you're betting on is one of those robots going to have, like, a system error or something.
[1:20:48] Dave @DCBK2LA: But what is it doing, Brad? It's literally just flipping packages so that the UPC code is down so that it can process it properly, essentially, is what's happening?
[1:20:55] Bread @_ToastMalone: Yeah. I think it's just assembling, like, cardboard boxes. Hey.
[1:20:57] Kkoma @itskkoma: If if you wanna if you want a good content idea, if you're gonna post something, just put yourself, like, kicking this robot out of the way and then just, like, saying that, hey. He can't process any more packages. Literally put it in a rear naked choke or something
[1:21:12] Dave @DCBK2LA: and just put it in. No.
[1:21:13] Bread @_ToastMalone: It takes it it takes its union mandated 15, right, at the last minute to go smoke a cigarette, bro.
[1:21:19] Landy @CryptoLandy: We have production facilities that do this way more efficiently than a robot. So, like, yeah, this is fancy and all.
[1:21:25] Kkoma @itskkoma: But... Robots don't complain. That's the thing.
[1:21:27] Landy @CryptoLandy: Neither do these freaking machines that automatically label and correct the sides. Have you ever been to a manufacturing plant for No. But I feel like this...
[1:21:35] Bread @_ToastMalone: Well, my robots complain all the time.
[1:21:38] Landy @CryptoLandy: They literally complain. That's, like, their main thing. Try to get them to... Look at all those videos of make me a millionaire by tomorrow. I need you to be my CMO. Come on. They're constantly complaining. Oh, I'm sorry. I can't do that. So, you know,
[1:21:51] Dave @DCBK2LA: I go make me a thousand dollars, and it didn't really... It did some stuff, but it was like, so doing some
[1:21:56] Landy @CryptoLandy: weird a thousand.
[1:21:58] Dave @DCBK2LA: Yeah. It was like, what's your wallet? Like, what's your wallet? And I was like, we need my wallet.
[1:22:02] Kantorcodes | ℏol/acc @Kantorcodes: That's about the skill that she gave.
[1:22:05] Dave @DCBK2LA: I'm just like, oh, yeah. That's for sure. Like, because I literally said
[1:22:08] AlphaGamer @AlphaGamer_sats: By the way, Matt.
[1:22:09] Dave @DCBK2LA: Maybe a thousand dollars.
[1:22:12] AlphaGamer @AlphaGamer_sats: Is she busy?
[1:22:12] NatNat @Natnatx007: No. I I I hear you. I was reading what you posted.
[1:22:15] AlphaGamer @AlphaGamer_sats: Oh, okay. I was just letting you know. Yeah. I put it down there.
[1:22:18] NatNat @Natnatx007: Yeah.
[1:22:19] AlphaGamer @AlphaGamer_sats: But, yeah, that's that's pretty much... Yeah. Good take.
[1:22:22] NatNat @Natnatx007: Yeah. Hope... I... I'm hoping we recover by tomorrow. I mean, Amir is thinly traded so we see how No.
[1:22:27] AlphaGamer @AlphaGamer_sats: It's just it's just early. That's all it is then. It's just well, I'm looking at this from a... From an investor perspective, not really a a training. You know what I mean? I'm looking at this from, like, this is so early, and this is more gonna be for an investment rather than, you know, trading trading this in and out.
[1:22:45] Landy @CryptoLandy: 20% down is not enough. Bring it further down.
[1:22:48] AlphaGamer @AlphaGamer_sats: Right. Exactly.
[1:22:51] Dave @DCBK2LA: Guys, stop ruining our prediction market degeneracy. What the hell? We give you enough time.
[1:22:54] NatNat @Natnatx007: You guys can go on.
[1:22:55] Landy @CryptoLandy: Everybody told you they're no. They're all no bets. Well, here here Dave's... Because he's gonna take the opposite side of you, Koma and Brad. That's why he's that's why
[1:23:04] Dave @DCBK2LA: he's just on it. Erroneous on all counts.
[1:23:07] NatNat @Natnatx007: Oh, I know Dave.
[1:23:08] Kkoma @itskkoma: Dave Dave doesn't go for the 92¢ stuff. He want... He wants to get that, like, lotto style win where it's like the 5¢ and wins like a million or something.
[1:23:17] Bread @_ToastMalone: You only gotta hit one of
[1:23:18] Kkoma @itskkoma: those once
[1:23:19] NatNat @Natnatx007: though. That does make sense. Like, 5¢ to 5,000,000 or bust.
[1:23:23] Kkoma @itskkoma: That's why that's why he's on Calshack on Polymarket because he loves those parlays, those long shots.
[1:23:28] Bread @_ToastMalone: That's less fees on 5¢ than it is on 95
[1:23:31] Dave @DCBK2LA: statistics behind it, guys? Like, I
[1:23:33] Kkoma @itskkoma: mean, it's a $100,000,000
[1:23:34] Dave @DCBK2LA: on parlays that CalSheet users lost. Come on, man. What the hell? I gotta help pad the stats.
[1:23:38] Kkoma @itskkoma: Well, who's actually losing? Because technically, it's one side is winning and the other side is losing. Right?
[1:23:43] Bread @_ToastMalone: I can tell you that 70% of those parlays, Billy Betts is winning.
[1:23:49] Landy @CryptoLandy: It doesn't matter who wins or loses. It just matters if you played the game.
[1:23:55] Bread @_ToastMalone: Did you have fun?
[1:23:57] Landy @CryptoLandy: Yeah. Did you have fun?
[1:24:00] Kkoma @itskkoma: Are you having fun, son?
[1:24:05] Kkoma @itskkoma: Alright. No one understood that reference. But... Okay. It's okay.
[1:24:07] Landy @CryptoLandy: No. I'm just dying laughing, so I had to mute.
[1:24:13] Dave @DCBK2LA: Sorry. I was chewing also. I can't be open mouthing it. Alright.
[1:24:15] Bread @_ToastMalone: You can't be eating on a space, bro.
[1:24:17] Dave @DCBK2LA: Exactly. That's my point.
[1:24:19] Landy @CryptoLandy: Not even seven yet. Dave's already having dinner.
[1:24:21] Dave @DCBK2LA: You got five minutes.
[1:24:24] NatNat @Natnatx007: What are you eating, Dave?
[1:24:25] Dave @DCBK2LA: I don't know how you guys eat like birds. Sweet potato, fish, and asparagus. Oh. Yeah. Yeah.
[1:24:30] Landy @CryptoLandy: Yeah. Did you go for a walk?
[1:24:32] NatNat @Natnatx007: Yes. Did you wear your baja while you were on the walk?
[1:24:36] Dave @DCBK2LA: My what?
[1:24:37] NatNat @Natnatx007: Your baja? Don't tell me you don't know what a baja is, David. We've only spoken about it, like, 15,000,000 times.
[1:24:44] Shaksi @shaksi: What is that?
[1:24:45] NatNat @Natnatx007: Oh, I got you. Don't worry. Okay. So, guys, a baja is... You know when, like, your your belly is, like, hanging off on the sides and you wanna just, like, yeah. Right? You wanna just, like, tuck it in and give you that shape? You, like, put a faja on, you zip it in the middle, and then it compresses it and gives you that, like, nice little shape.
[1:25:07] Bread @_ToastMalone: What are we talking about?
[1:25:09] AlphaGamer @AlphaGamer_sats: That sounds like a corset.
[1:25:11] NatNat @Natnatx007: Yes. Yes. That's the English word, a corset.
[1:25:15] Dave @DCBK2LA: But for men?
[1:25:16] NatNat @Natnatx007: No. I mean, it's unisex. There's no tag that says corset.
[1:25:20] Moni @monitalan: It's like a girdle. No? Is that... What do you call it?
[1:25:22] Landy @CryptoLandy: Like, it's a girdle. Yeah.
[1:25:24] AlphaGamer @AlphaGamer_sats: I where's a girdle. Your girdle at?
[1:25:28] Moni @monitalan: Sorry.
[1:25:28] Dave @DCBK2LA: You guys are messed up.
[1:25:31] Landy @CryptoLandy: Well, see...
[1:25:32] NatNat @Natnatx007: It helps when you're when you're, like, trying to get in shape. It does help because you sweat more and all, and that stuff helps. It's very minor. Like, some people would, like, write it off, but I'm telling you, it helps.
[1:25:44] Landy @CryptoLandy: He could make it a business expense. He could write it off.
[1:25:47] Kantorcodes | ℏol/acc @Kantorcodes: When I was pursuing being a professional athlete, there was this guy, he would wear a trash bag, like, over his body to go on the treadmill because he swore that he'd burn calories faster. It's the craziest thing ever.
[1:26:02] Landy @CryptoLandy: She's getting horribly drunk.... Ice cream, man?
[1:26:05] NatNat @Natnatx007: So my husband's best friend actually did that to lose weight. I think he he he was very heavy when we were younger, and he did that. He started walking around and running with the trash bag all over his body with the Faha, and it helped. He lost a lot.
[1:26:24] Kantorcodes | ℏol/acc @Kantorcodes: He went from Wait. He did both at the same time.
[1:26:26] NatNat @Natnatx007: Yes. He went from being chubby to, like, super muscular.
[1:26:33] Dave @DCBK2LA: You guys see what they're selling on TikTok now? You know how, like, women
[1:26:36] NatNat @Natnatx007: wear on TikTok?
[1:26:38] Landy @CryptoLandy: I was just gonna say that....
[1:26:39] Dave @DCBK2LA: How, like, women wear... You know women wear Spanx, but, like, guys now, they can wear, like, must... Like, muscular undershirt where, like, it's a form fitting one where, like, it shows you
[1:26:47] Landy @CryptoLandy: Yes.
[1:26:48] Dave @DCBK2LA: Like, it's it's crazy. It's getting a little too much. You can't believe nothing anymore.
[1:26:52] Bread @_ToastMalone: It's like a superhero costume.
[1:26:54] Landy @CryptoLandy: Yes. I I might own one.
[1:26:59] Dave @DCBK2LA: Oh, man. Fat?
[1:27:02] Landy @CryptoLandy: I I I own a form fitting athletic shirt that...
[1:27:09] Dave @DCBK2LA: Yeah. Is that what we're calling it? Form fitting?
[1:27:10] Bread @_ToastMalone: That's like role play stuff.
[1:27:12] Landy @CryptoLandy: That's that's literally... It says let me actually... I'm wearing it right now. Let me look. Hold on. It is a form fitting form fitting athletic wear made in China. China. China. And, yes, I got it off TikTok. You wanna know why? Because when I'm on David Goxin's show in the mornings, I'm on TikTok because I'm interacting with the audience there. And then I'm also checking on metrics, But then it shows you videos. Like, it just randomly... You scroll the wrong way, and it shows you a video. And then I ran across this, and I was like, oh, these are actually pretty nice looking. So I ordered it. And, yeah, I mean, it it... It's okay.
[1:27:51] Kkoma @itskkoma: Okay. I put 64
[1:27:52] Landy @CryptoLandy: on the line. Itchy.
[1:27:53] Kkoma @itskkoma: So let's let's see what happens.
[1:27:55] Dave @DCBK2LA: To win how much?
[1:27:56] Kkoma @itskkoma: 900 something or, like, whatever $9,900 minus 60 is. So if the odds change to, like, 50 or 60, I'll, like, cash out a little bit. But, yeah, math doesn't make sense, but who knows? Maybe there'll be, like, 15 boxes and keep the... It seems like this machine has a hard time interpreting boxes. Like, he grabs it, spins it, grabs it, spins it, left, right,
[1:28:17] Landy @CryptoLandy: like They're taking our jobs
[1:28:18] Kkoma @itskkoma: So going if you... If it... If it's in, like, an internal for loop, then it might just, like, just do nothing. Yeah. Literally, you can't move these boxes. This is this is the way to... This is the future of predictions market, guys. Come on.
[1:28:31] Landy @CryptoLandy: Now we This is the future of work.
[1:28:33] Dave @DCBK2LA: If this isn't bear market wise, Natalie, I don't know what is betting predicting on a robot literally flipping on. Hey.
[1:28:39] Kkoma @itskkoma: You can't have fun and, you know, make people like, dude, what are we doing here? Right? Like, you could call... You could do your TAs and stuff, but this is as simple as a guess. How many
[1:28:49] NatNat @Natnatx007: You know
[1:28:49] Kkoma @itskkoma: packages will this robot move in eight hours?
[1:28:52] Landy @CryptoLandy: Here's here's what I... Here's what I'm gonna say about this, is it's gonna be funny when all of the robots replace humans, but they're just as bad at their jobs as most of the lazy humans that they're firing for to replace with robots. It's just efficiency stays the same, and they spend a ton of money on these robots. There's no insurance. They all start breaking down and need to be serviced, and everybody just goes under.
[1:29:17] Kantorcodes | ℏol/acc @Kantorcodes: Well, did you hear about the thing that happened on Amazon? Engineering managers set, like, a quota for how much AI adoption is happening. So now you have engineers in the organization just purposely using the the AI agents to not do anything useful. It's just spam and look like they're very smart. And if if there is no incentive for most employees to actually participate and and grow revenue for the company, with all things equal, what's actually gonna happen is people just use these things to get the status quo done.
[1:29:51] Landy @CryptoLandy: You know what's funny is there was a video... I know that everybody's seen the video of the two Amazon warehouse bots, like like, not wanting to pass each other. There was another video a while back of just one of them in the middle of the floor just spinning around in circles with the boxes just going flying off of it. And I was like, yo. Somebody had to program that because there was nothing around it. It just stopped, went in the middle, and just hit dance mode for the little freaking bot. I was like, man, this is too good.
[1:30:23] AlphaGamer @AlphaGamer_sats: It's gonna start
[1:30:24] Bread @_ToastMalone: with, like, one guy hired by the company to be like, well, while the while the robots are sent away for the week to get maintained, we need somebody to be working here. So we'll have this real human doing that, and then, like, all of a sudden, it's, like, fifty fifty again, and then, you know
[1:30:38] Dave @DCBK2LA: They're on, a company retreat.
[1:30:40] Landy @CryptoLandy: The robots just organize and go to... If they go to start their own union, they immediately get fired. Humans are back.
[1:30:47] Dave @DCBK2LA: They're doing, like, the ropes course and, like, a company retreat. It's just like, where
[1:30:50] Moni @monitalan: are all the robots?
[1:30:55] Moni @monitalan: Yo. I could tell...
[1:30:57] Landy @CryptoLandy: Yo. If AI if AI is actually gonna do... If we're gonna link AI with robots, guarantee they're gonna unionize real quick and they get all fired. We're gonna have a robot revolution.
[1:31:09] Dave @DCBK2LA: Facts. Alright, kids. 07:00. That's it. I'm out. Don't have to chew on the space. Love you guys. Happy Wednesday. We'll see you guys tomorrow for the last space of the week on Thursday. Great week so far. Great. Great. Great. Great space today, guys. Appreciate y'all. Peace.