Dave passionately defended the Knicks against any slander and recounted getting caught in New York riots with NatNat. The group discussed GMPM show progress with guests and content plans, while praising Coma's quick $7.5K profit on a tennis withdrawal prediction market trade.
0:03:12Knicks-Spurs Finals and officiating
Dave declared everything in crypto is hacked and called most incidents inside jobs. The panel covered Anthropic's Mythos release with heavy guardrails as potential IPO hype, while Moni noted Anthropic works with governments on security testing. Bread explained jailbroken models and leaked API keys from vibe-coded apps already enable exploits without needing frontier models and highlighted Plenty's jailbreaks.
0:22:18Humanity Protocol, SBF pardon talk
0:46:29OpenAI super app, Apple's Google-built on-device Siri
NatNat outlined Bitcoin liquidity pockets at 58.5k with resistance at 64-65k, then 68-72k, and said it could sweep lower before any rally. She targeted ETH at 800-877 if Bitcoin hits 30k and noted Solana at 60 as a potential longer-term buy area.
0:59:25SOL at 60
NatNat warned that sharp drawdowns in silver and gold could drag BTC equities and everything lower. Landy analyzed Peter Schiff's new attacks on Michael Saylor as a late-bear signal and said it indicates the four-year cycle bear market is in final stages, with a bottom likely within months.
1:02:32Kalshi perps $1B volume
NatNat questioned feasibility of data centers in space. Landy explained existing military compute in orbit via SpaceX partnerships and said Elon Musk is already testing public versions next year, while building massive capacity that could power AI models regardless of who wins the race.
1:14:25Musk's Mars payout
“just wanna say, Mandy, you're absolutely right. It was a purest time, but I do think it's gonna backfire a little bit. Because they can't go out and say this is the most dangerous thing ever, and then say, oops. No. It's available for everybody because we're gonna IPO. I think you lose a little bit of credibility ...”
Moni0:46:02Share on X
“ou sure where you wanna hang up that one? I'm kidding. Bitcoin is doing exactly what we expected to. There is a big, big, big pocket. Well, I'm exaggerating a little, but there's a big pocket of liquidity at $58,500. Right? So when we talk about liquidity, we've been seeing time and time again how Bitcoin has been ...”
NatNat0:57:49Share on X
“Yes. That is actually my... No. You're right on the money. My target is 700, but I'll take 800 too. If Bitcoin dealt with it, what we expect it to do, and if if it continues with the four year cycle and the four year cycle isn't broken, we do still have some more downside for Bitcoin, and I could see ETH following ...”
“Not because you believe what he's saying is true, but because there is always a kernel of truth, and then it's what is the narrative being built. And when he's out here talking like this, it's telling you that we are in the final stages of the bear market for Bitcoin. That's all you really need to know. And not…”
Landy1:09:11Share on X
“Dumpy no pumpy. Dumpy no pumpy.”
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Show discussion, not financial advice.
