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Episode · Jun 9, 2026

All Things Crypto: We re All Hacked! $BTC to $29k

AIAnthropic / ClaudeBTCBitcoin treasuriesCommoditiesETHElon MuskEquities

A Tuesday show hosted from Dave's account the day before ATC's first show on its own account. It opens on the Knicks-Spurs NBA Finals (Landy blasts the officiating), the GMPM show and Coma's $7,500 tennis-withdrawal prediction trade. The crypto mood is 'everyone's hacked' (Humanity Protocol), which leads into Anthropic's Mythos: Landy argues its security claims are fear-and-hype IPO positioning, Bread says jailbroken older models can do the same, and MetaBeast warns that vibe-coded apps leak Supabase/Alchemy keys and lack CSP headers. Landy also explains Apple's Google-built on-device Siri model and why Apple wins by letting others fight. NatNat's levels are a BTC liquidity pocket at 58.5k (resistance 64-65k, then 68-72k) and ETH possibly 800 (liquidity at 877) if BTC heads toward 30k, plus a warning that a metals drawdown would drag everything; Dave cites Kalshi perps reaching $1B in volume. Landy reads Peter Schiff's turn against Saylor as a late-bear-market signal, and the show closes on SpaceX/xAI space data centers and Musk's Mars-linked payout.

On the mic
DaveNatNatKoolLandyMoniBreadAlphaGamerSamaraMetaBeast
Chapters
Knicks-Spurs Finals and officiating
GMPM show; Coma's $7.5K tennis-withdrawal trade
Hacks everywhere; Humanity Protocol; SBF pardon talk
Anthropic Mythos: real threat or IPO narrative?
Jailbroken models and leaked API keys in vibe-coded apps
OpenAI super app; Apple's Google-built on-device Siri
NatNat's BTC levels: 58.5k pocket, 64-65k, 68-72k
ETH to 800-877 if BTC hits 30k; SOL at 60
Metals drawdown risk; Kalshi perps $1B volume
Peter Schiff vs Saylor as a late-bear signal; four-year cycle
SpaceX data centers in space; Musk's Mars payout
Transcript
Full transcript
# All Things Crypto: We re All Hacked! $BTC to $29k | 2026-06-09 | https://x.com/i/spaces/1wxWjjvpBMQJQ | status: approved
# Speaker attributions verified via X captions, ECAPA voiceprints, and on-air handoffs where marked confirmed.

[0:02:38] Voice K: We speak to alpha they don't want you to hear. So grab your bags, tune your vision clear. This is all things crypto.
[0:03:12] Dave @DCBK2LA: Things crypto. What up, bitches? I know you guys miss me, but yesterday, I was sleeping because I'm old and I was working a lot. But we are back. It's Tuesday, taco Tuesday. Everybody's hacked in crypto. That's pretty much all I know. Anybody says a single word about the Knicks today, it's an automatic ejection, unlike the referees that are just blind. And I see tons of free Lasix across the timeline. Cool.
[0:03:47] AlphaGamer @AlphaGamer_sats: You know?
[0:03:47] Kool @koolcryptovc: Hey, Adip. I do have a question, though. I I I saw you in the midst of the of the riots, man. What... I mean, was that you? Right? You're not now. We were like
[0:03:54] Dave @DCBK2LA: You saw Yeah. You're Yeah. Nat and I, we're we're not
[0:03:57] NatNat @Natnatx007: I told you he was gonna see us.
[0:03:58] Dave @DCBK2LA: I thought
[0:03:59] NatNat @Natnatx007: he was gonna see us.
[0:04:00] Dave @DCBK2LA: Nat Nat was out there trying to hand out participation. I'm trying to hold her back. We get caught up in the melee, and then, like, we end up all have sitting down having rice and beans. I don't know. It was kinda weird, but well, it was a it was a scary, scary time for sure. That's definitely not the best side of New York, but typical kinda. All the criticism that we do get, like, there's some stupid people in this city. Let's be honest. Like, you know, if you're a Spurs... Like, if you have the ball to wear a Spurs jersey around the city, I mean, I hate being known as that city that, like, does this kind of shit. But that... You're crazy. Like, you're a psycho. You're a crazy person. But that also still doesn't change the fact that if you do say anything about... Negative about the Knicks, everyone should hear beyond notice whether it's in the comments or on stage. I'm literally kicking you out, because I will hear no slander. I'm kidding, but not really. So test me. Anyways, Natalie, what's up?
[0:04:56] AlphaGamer @AlphaGamer_sats: We we didn't know that they
[0:04:58] NatNat @Natnatx007: were gonna lose at least one. I think you mentioned, in the comments, was it last week? Knicks in five? So in order to win five, they gotta lose one?
[0:05:07] Dave @DCBK2LA: Technically, yes. Yeah. I mean, initially, I said Nixon six. I mean, this is what you did. Yeah. That's what... I was... If I'm being honest, I was a little scared yesterday if I'm being honest. You know? Like, I I kinda was like, I don't like this game. It's too much hype. Presidents coming. It's too much fanfare. Like, it's just... It was too much. Too much.
[0:05:23] NatNat @Natnatx007: Mhmm. And who said it was the the game that they lost because the president was gonna be there?
[0:05:27] Dave @DCBK2LA: I'm just saying. I find... You guys said you really are trying to call it for a Knicks loss. This is crazy. This is crazy work.
[0:05:34] NatNat @Natnatx007: Did did you see that DJ Khaled is catching some heat for being on his phone during the game?
[0:05:41] Dave @DCBK2LA: Had no idea that you
[0:05:42] NatNat @Natnatx007: were not supposed to be on your phone.
[0:05:45] Dave @DCBK2LA: Yeah. Like, tell the LIA to do something. You know what I'm saying? Like, I don't know, like, what to tell you. But, like, at the end of the day, like, DJ Khaled literally puts up 7,000 snaps a day. It's just what it is. You know? I don't know why he does. He's just... Like, if you Google... Like, I remember back in day when you go check DJ Khaled's snaps, it's, like, 700 snaps of, like, the same, like, two hour period, but, like, every other minute. And it's like, alright, Khaled. Like, we don't need all those snaps. Jose Alvarado. Yeah.
[0:06:11] NatNat @Natnatx007: And and I I was fine with him being on on his phone, but the only thing that bothered me there is, like, he spray painted his hairline, and I feel like it was, like, too heavy at the top. And, like, the beard, like, you you couldn't, like like... I was worried if the Knicks did win and he was, like, jumping up and down, like, really sweating, like, the black fist would come off. That was my only concern, but I'm completely okay with him being a head start.
[0:06:35] Dave @DCBK2LA: Leave it to the leave it to the chicks of the l I a. They'll... Like, that's the thing you notice. Of all the things, like, that's who you took away from courtside. You know?
[0:06:43] AlphaGamer @AlphaGamer_sats: That's exactly right. Literally, like,
[0:06:45] Dave @DCBK2LA: tackled a billionaire or, like like, Jose Alvarado tackled Michael Bloomberg pretty much. And you're like, oh, DJ Khaled's hair. What? Natalie. Natalie.
[0:06:55] NatNat @Natnatx007: I'm a girl. What can I say?
[0:06:56] Dave @DCBK2LA: Yeah. That's fair. That's fair. That's fair. I guess we'll see how it's gonna go. I feel very... I'll tell you this right now. I'm gonna be drawing on the time, like, because I feel great about tomorrow night. Last night, not so much. That's why when you you don't feel good, you don't talk shit. You know? But tomorrow, I am in my... I'm gonna be in my bag, in my... All of it. So, like, prepare yourselves, MFers, because I am gonna be heavy on the timeline talking so much shit. Anyways If
[0:07:21] NatNat @Natnatx007: they do this, okay. I I... We we got you. Ryan said he's gonna hold my room.
[0:07:25] Dave @DCBK2LA: No. I think he's gonna hold you exactly. We're gonna we're gonna mess somebody up. But, also, like, real quick before I say it's up to the puppet and and and and Samar, I do wanna say this. The league is reviewing. You can retroactively give a flagrant foul. But the reason they don't call us here is like, oh, now it's gonna be like, oh, you beat this bird with no because of a flagrant foul. Don't give a shit what people say. Like, that is the most egregious shit I've ever seen in my life. And for it not to be called, so what? When we ask to sit a game? And if it's a flagrant too, let us sit a game. Oh, but you didn't beat them at their best.
[0:07:57] Landy @CryptoLandy: Shut up. I don't got... What do I care?
[0:07:59] Dave @DCBK2LA: You didn't beat them at their best. There's rules to this game. You gotta follow the rules, period. End of story. No. You didn't beat them at their best.
[0:08:06] Kool @koolcryptovc: Shut up.
[0:08:07] AlphaGamer @AlphaGamer_sats: Shut
[0:08:07] Dave @DCBK2LA: up. I don't need none of that shit.
[0:08:09] Kool @koolcryptovc: Yeah. I I I would say that there was a a conspiracy saying that, basically, the NBA wants this series go seven because they will make a whole bunch of money, man, if it does go seven. So I don't know. Just saying.
[0:08:21] Dave @DCBK2LA: They will. Of course, they will. Obviously, seven games of this insanity is way better. Right?
[0:08:26] NatNat @Natnatx007: I would have a full blown heart attack if we go seven games. Yeah. And the the game comes down to the wire. You guys might have to hold me. There was just no way I'm
[0:08:33] AlphaGamer @AlphaGamer_sats: gonna I
[0:08:34] Kool @koolcryptovc: I would I would say, though. So, you know, I I don't hate the Knicks. Right? But I don't like the the fans. Right? They loo... I mean, the the the videos are everywhere of Knicks fans just losing their mind. It's just one game, man. Just one game. You lose one game. You you start start attacking Spurs fans. Spurs fans. What? And remember, you you have to remember. Look. In the age of Twitter, you have to... Look. We're having politicians giving statements now. You're having ex players giving statements about the Knicks fans, and it just makes people hate Knicks Knicks the more, man. I I... It... It's not a good look. I'm not gonna lie you. It's not a good look, bro. It's not.
[0:09:18] Dave @DCBK2LA: I get it. Fair enough. Yeah. And I got
[0:09:22] NatNat @Natnatx007: It's it's the Knicks. You know, we... The Knicks haven't... They haven't been in this, like, predicament since 1999. So emotions are high, very, very high. In New York City, New Yorkers were were sore losers. Nobody likes to lose. Who likes to lose? Nobody likes to lose. And to be fair, when it comes to, like, attacking the first, I think Dave was, like, on the timeline talking practice before the game started.
[0:09:46] Kool @koolcryptovc: Yeah. But but then... Well, if you win, you riot. If you lose, you riot. Yo. What's up, man? I don't
[0:09:53] MetaBeast @AKCMetaBeast: I don't get it, bro.
[0:09:56] Dave @DCBK2LA: You can't you can't make New Yorkers happy. That's how this whole shit works, bro, obviously. Right? Like, it doesn't matter. Like, it's still the same outcome.
[0:10:03] NatNat @Natnatx007: We're high tidal wave. We're high tidal wave.
[0:10:05] Dave @DCBK2LA: Exactly. Exactly. Let's hear what the Upstate New Yorker has to say. Like, the up up up up upper State New Yorker has to say, hey, Landy. What's up?
[0:10:16] Landy @CryptoLandy: Those refs sucked so bad. So bad. They literally spotted them freaking 18 points in the first half. Holy crap. I've never seen anything like that game in the way that it was officiated. I've never seen anything like that. Like, the ticky tacky crap that they were calling on New York wild. These things that they were blatantly turning a blind eye to right in front of their faces... I mean, look. The Spurs are known as a dirty basketball team. They've been playing that way all year. All the way to the finals, they've been playing this way. This is not new. This is well known, and Wendy is one of the worst. I mean, you ever even see the compilation videos coming even into the finals of him encouraging his teammates to go flagrant and and, you know, hope they don't get called and then, you know, congratulating them and stuff like Everybody knows the way that they play. The fact of the matter that the officials look the other way and called that game that way, atrocious. I said it in the first quarter. It wasn't even first half wasn't done. I was in the chat going, this is atrocious, and it only got worse. I didn't think it could get worse. It... What is... This is nonsense. And now Dave is... You you might remember me as a Buffalo Bills fan going, that was a catch. That was not an interception. Very next game, it was a catch for all these other guys. And I was complaining that the officials clearly have some sort of crazy bias against the team. You can see when they're picking favorites. That tells me that there has gotta be some sort of investigation into these officiating... Into the officials of these leagues because that is wild. I've never seen... They're they they don't need LASIK. Look. Lasik.com, I get it. They don't need LASIK. You know they don't need LASIK. I know they don't need LASIK. We all know that they're taking bets on the side.
[0:12:17] NatNat @Natnatx007: And then they're in trouble. Saw it in the trunk right now. Like, is it me?
[0:12:22] Landy @CryptoLandy: Year... This past year, we already had dudes going to federal court for gambling on games. Alright? And we know for a fact that officials were involved too. So how deep does the conspiracy go? Look. I know I stole Bad Price's tinfoil hat on the way here, but that is not actually the basis of my thesis here. All you have to do is watch that damn game and look at those officials and their dumb stupid faces and realize that they were spotting the Spurs points, and there was... They were putting the Knicks at a disadvantage, got them out of the pocket, and then they had to play from behind, and even got ahead. Did you see the look on that official's face when that fucking basket went in? Excuse me. But that basket went in at the very end of the game and going into the second half. He looked like he just lost a money line on a bet. He was like, well, uh-uh. I just lost $500. This is terrible. I definitely have to call this game even worse from now on so that I can make all my damn money back. Ridiculous. I need to know from Brad and Coma how fixed these markets are, how can we track the wallets to these officials. This is nonsense, but also I'm looking forward to game four.
[0:13:40] Moni @monitalan: Now we know why why people are beating up this first fence.
[0:13:44] Dave @DCBK2LA: Yeah. No. No. Nothing like... I mean, this might be the first time that me and the puppet agree on something so strongly. Either that or he's egging me on also, but I'm here for it. You know? I'm here for it.
[0:13:54] Landy @CryptoLandy: No. I'm I'm actually 100% serious.
[0:13:57] Dave @DCBK2LA: Not good. For real. Yeah. Yeah. That game that game was definitely stolen, but it is what it is. We're not gonna sit here. We're not gonna cry. It's not it's not the fan base that we are.
[0:14:05] NatNat @Natnatx007: We already cried about it last night. It's okay.
[0:14:08] Landy @CryptoLandy: You're angry.
[0:14:08] Dave @DCBK2LA: Yeah. You're crying. Exactly. I'm not crying. I'm not crying. You're crying. Exactly. Brett, do you wanna help our friend here and tell him, how fixed the games are?
[0:14:18] Bread @_ToastMalone: Yeah. Sure. Yeah. GM GM. I mean, we have to go to game seven. Right? So by any and all means necessary, you know, sell more sweatshirts and and, you know, commemorative cups, you know, for $40 a pop. Like, that's that's the goal of these, these championships. Right? So, of course, the Spurs are gonna take it. And I bet you they'll take it the next game too just to be like, oh, and the momentum's over, and it'll be a whole narrative about momentum shifts and blah blah blah. Right? And then
[0:14:43] Dave @DCBK2LA: all of sudden, Knicks will come back in game six, and all
[0:14:45] Bread @_ToastMalone: of a sudden, it's a tournament again. Right? And, like, it's, you know, same same playbook, different year. I still think Spurs are gonna take it. Sorry, Dave. You know, we'll we'll see kinda what happens here, you know, next game. Right? I think it's funny that everybody was rioting, though. That's awesome. We can be just like France. You know? Just to check this out.
[0:15:06] Dave @DCBK2LA: We could be just like France. I'll pretend I didn't hear your pick, but it's fine. Everyone's entitled to their opinion. It's okay. It is what
[0:15:13] NatNat @Natnatx007: it is. I think he's going with what the AI agent said. By the trading bot, the trading agent? Yeah.
[0:15:17] Dave @DCBK2LA: Yeah. I'm I'm let him go. I'm a let him go. You know what I mean? Like, this is my cohost. Like, you know, gotta do another show with him, so I have to be nice. You know what I mean? So he's entitled to
[0:15:27] NatNat @Natnatx007: That's such a New Yorker thing to say. Like, when you work with somebody, I gotta work with him, so I gotta be nice to him. Don't mean I like the guy, but I but I gotta be nice.
[0:15:35] Bread @_ToastMalone: Yeah. But once I put in my two weeks, I'm gonna let him know how I really feel.
[0:15:38] Landy @CryptoLandy: You know? Exactly. This is wild. This... That game was the LA mayoral race of NBA finals. Alright? That's what that was.
[0:15:47] Bread @_ToastMalone: Oh, did you mean they're still counting goals now?
[0:15:49] AlphaGamer @AlphaGamer_sats: Yeah. They're still counting they're
[0:15:51] Dave @DCBK2LA: still counting fouls the day after for the next five days.
[0:15:55] AlphaGamer @AlphaGamer_sats: Did you
[0:15:55] Dave @DCBK2LA: see the Bumblebee account where it was like Justin from LA? They're gonna need weeks to tally up all the World Cup goals for any games that are played at SoFi Stadium. It's so funny, man. It's so it's so ridiculous at this point. Like, I I don't even know what to make in the whole mayoral race, but, anyways, like, let's say what's up Monica and Samar. Monica, what's good? How are you?
[0:16:17] Moni @monitalan: I'm good. How are you guys? Thank you for the laughs. I'm cracking up. How was the... I wanna hear how GMT PM is going.
[0:16:28] Dave @DCBK2LA: Yeah. GMT is going great, man. It's going really, really good. Yeah. We got another show tomorrow. World Cup's ramping up. I'm just... You know, we're trying to think about, like, you know, what kind of content we're gonna be putting out there also. But, you know, comma, bread, like, we're we're we're we're we're pushing. You know I mean? Like, this is like, it's a lot of work, man. I don't think people genuinely understand, like, the work that actually goes into, like, putting, like, a show together, guests every single week, every single time... Like, it's a lot. It... Bro, we got the the... Like, Brad's working on the dev side. Koma's working on funneling opportunities. I'm working on, like, the content side. Like, it's a it's a heavy, heavy lift. So for those that think it's like, oh, let me just start a show or whatever, it's not. It really, really isn't. Like, you think, oh, you just throw us on screen and we just wing it? No. It's not like that, like, at all. Like, you can't do that. Like, it has to be worth our time to do it. I don't know if you guys also saw yesterday, by the way, but did you guys see that Coma made, like, $7,500 in, like, three minutes?
[0:17:26] Landy @CryptoLandy: Like, literally, how old the rainbow now? Cool.
[0:17:29] Moni @monitalan: That was so cool.
[0:17:31] Dave @DCBK2LA: Coma's a... Like, he's a fucking animal. I don't know how else to say it, but this man is just an absolute monster. I also don't know when he sleeps or eats or takes a piss, if I'm being quite honest, like, where he finds the actual time to do this shit. But, like
[0:17:45] Moni @monitalan: Bartoki married. He has a wife.
[0:17:47] AlphaGamer @AlphaGamer_sats: Right. That's what I'm saying. This guy... I feel like
[0:17:50] Dave @DCBK2LA: this guy's married. He's got more free time than me. Where's No.
[0:17:52] Bread @_ToastMalone: He's married to the game, bro.
[0:17:54] Dave @DCBK2LA: Yeah. Exactly. Like, the tennis game. Like, he paid 15. That was the best $15 investment I paid. He spent $15, like, literally turned on the tennis channel, found out that, like, oh, this player has withdrawn. And he's looking at the market. It's at 36¢. And he's like, withdraw? That's automatic $50.50. Literally, full port $19,000 into a position, makes $7,500 literally three minutes later when the market resolves. I mean, absolutely epic shit, man. Like, Coma is an absolute monster out here. And if you're not following Coma and you're in the PM space, like, I don't know what what you're doing with your life, if I'm being honest. But, yeah, GM PM tomorrow, 10:30 in the morning. We got the Stitch team out there. Stitch is even running a campaign for us too. Right? So one of the posts that we have now that's out there cooking advertise got, like, 20 or 22,000 views or something at this point. So we're getting a little help from from all angles, and we're getting some interest. And, hopefully, like, we're gonna get our... Hopefully, our first paid sponsor soon. Like, we're working on it. We got all our our ducks in a row. So, you know, we're getting there. We're getting there. We're getting there. But, yeah, I'm
[0:18:54] Moni @monitalan: gonna proud that. Is it a streaming platform?
[0:18:57] Dave @DCBK2LA: No. So Stitch is like... It's like a wall chain. Right? But, like, they're they're built on on BitTensor, and they only talk about very specific niches. And they find creators where it's like, is your audience specifically for this? And I think it's just prediction markets, hyper liquid, and I forgot what the third one is, but they're gonna be on with us tomorrow. Like, they're our partner in the... In all this, and they're actually gonna be on tomorrow so we can talk about them. So, yeah, tune tune in, Boni. Like, you'll you'll learn everything about them. But, yeah, people are get... This is what come... Como used to do, like, campaigns for them. He was getting, like, $200 a tweet or, like, you know, some... Something, like, amazing. You know?
[0:19:31] Landy @CryptoLandy: Tell them I'm not giving up my Lilo username.
[0:19:34] Dave @DCBK2LA: Right. That's fine. That's fine. That's fine. You don't have to... I don't know. Whatever the hell he's talking about. Lilo. I don't know.
[0:19:39] Landy @CryptoLandy: Lilo and Stitch? Come on.
[0:19:40] Dave @DCBK2LA: Oh. Oh. Is that a... Lilo and... Is that a
[0:19:44] Landy @CryptoLandy: Oh my god. My god. You fall... You you have you have no children, and, apparently, this has gone over your head.
[0:19:54] Dave @DCBK2LA: Yeah. It's definitely gone over my beak.
[0:19:56] Landy @CryptoLandy: Lilo and Stitch, the movie.
[0:19:58] Dave @DCBK2LA: I know Lilo and Stitch. Yeah. Pretty pretty famous. That relic.
[0:20:01] Landy @CryptoLandy: Right? It's called Stitch, and my username there is Lilo. And I'm not giving
[0:20:06] Kool @koolcryptovc: you that.
[0:20:07] Dave @DCBK2LA: Oh god. I... You know, why are
[0:20:10] Landy @CryptoLandy: you saying this?
[0:20:11] Dave @DCBK2LA: I almost don't expect them to be that bad. That's why it went over my head. I'm like, the
[0:20:15] Landy @CryptoLandy: Wow. Wow. Wow. Just crush all my dreams. Why don't you?
[0:20:19] Dave @DCBK2LA: Yeah. Yeah. Yeah. Let me say hi to someone. Get on mute, you crazy fucking puppet. It's insane. Why is my phone not charging? This is not good. My charger's in. It shows charging, but it's decreasing. I'm losing battery. This is gonna be awesome. Samara, welcome, bro. It's good. It's not deep enough. Exactly. Deeper.
[0:20:37] Samara @thee_samara: Hey. Yo. JM JM, guys. Yeah. Shout out to you guys. Yeah, man. Shout out to you guys. Just chilling. By the way, Lilian and Stitch is, like, my favorite Disney capstone growing up. So, yeah, put some respect on Stitch's name. But, yeah, man. Shout out to you guys. I called Hype at the top, so that's that's that's a good thing. Last time we spoke about Hyperliquid, I told you guys all jeepsen because everyone was just super bullish. So I sold, you know, took some profits, took a trip with my girl, so I'm here now. Just, you know, excited. The timeline's a little bit dry, but we're still here. And, yeah, Komo's killing it with the... On the producer market side. So I'm not really a prediction market guy, but, yeah, good luck to all you guys. And for the World Cup, I'm just gonna stick to, like, you know, off chain betting and just see how that goes. Recently, it's been going not that good, but a little bit of profit on the side isn't that bad when it comes to certain betting platforms. It's not really too fully market, but, you know, we're still keeping that pushing. But, yeah, man. It's just cool. Just cool. We're just here. Shout to you guys for still showing up in the bear market and all that stuff. But, yeah, shout out to you guys.
[0:21:43] Dave @DCBK2LA: Uh-huh. So back on vacation again. It's threesome time again, isn't it? Must be nice. Fell a hyper liquid bag. Go on vacation. Have some threesomes. If I could... How do I be Samara? You know what I mean? Like, how do I do that? I want that life. You know? Probably sit by the water somewhere in Mauritius. Where where was he last time? In The Maldives? Fancy motherfucker. Unbelievable. It must be nice. I have a lot of money. I miss.
[0:22:09] NatNat @Natnatx007: I just I just wanna... I just want you guys to know real quick. It's been twenty minutes of the show, and the farm's already at $500. Okay? Just wanted to make sure.
[0:22:18] Dave @DCBK2LA: Right. Right. Right. Right. For sure. For sure. Thanks. Let's go to say hi to gamer. And, guys, there's not much talking about for crypto because everything is just hacked. Bitcoin's going to 29 k like you see in the title. So if there's something you guys want to specifically mention, we're gonna go around the panel and obviously see who's doing what. But, also, everything's hacked. Okay? Everybody's getting hacked. These teams are in... It's inside jobs. I'm convinced. I don't wanna hear shit anymore. It's all inside jobs. Alright? This quack guy... Isn't that funny? Quack quack. I don't know. This is... There's a joke there, but, like, I got no words for it. Oh, oh, having trouble
[0:22:55] Landy @CryptoLandy: with jokes now, are we?
[0:22:56] AlphaGamer @AlphaGamer_sats: We don't
[0:22:57] Landy @CryptoLandy: make fun of the other dad
[0:22:58] Dave @DCBK2LA: over here. Yeah. This... It's crazy, bro. It is absolutely nuts. Like, there's just... It's just... To me, it's blatant. Like, I see it as blatant, but let's let's go to Wait.
[0:23:09] AlphaGamer @AlphaGamer_sats: Wait. So want.
[0:23:10] Dave @DCBK2LA: Yeah.
[0:23:10] AlphaGamer @AlphaGamer_sats: Yo. What's up, what's up, Dave? What's up, doc? You know, Ercou, everyone... Oh, I gotta put all the names because that's what I learned today. Money, Brett, Samara, Landy, Cantor, the engineer, Milo. Oh, man. That's that's a big breath. Is that Muddy
[0:23:27] NatNat @Natnatx007: Middle? All of that, and you still miss the name. Look at you. Oh my god.
[0:23:30] Dave @DCBK2LA: What? I said everything. You just saw it
[0:23:33] MetaBeast @AKCMetaBeast: on the
[0:23:33] Dave @DCBK2LA: roof. He said
[0:23:34] AlphaGamer @AlphaGamer_sats: Anyways, it's a beautiful day in the bay. Sorry that Dave got hacked. Landy. Lost twenty nine twenty nine racks. That that... That's shitty Dave. But I did I did put in our chat. I did win my bet on game three, Dave. So let's go.
[0:23:50] Dave @DCBK2LA: You piece of shit. I literally said the one... Because you show up late all the motherfucking time. Sorry. Because you show up late all the time. Okay? Alright? What? I literally said any slander against the Knicks from this point forward is automatic ejection. Just the way
[0:24:06] AlphaGamer @AlphaGamer_sats: Oh, I didn't hear
[0:24:07] Dave @DCBK2LA: that. Rejected for that flagrant foul. Yeah.
[0:24:09] AlphaGamer @AlphaGamer_sats: I I hear
[0:24:10] Dave @DCBK2LA: that. Winning your bet.
[0:24:11] AlphaGamer @AlphaGamer_sats: No. No. No. No. Want I the ass
[0:24:13] Landy @CryptoLandy: tomorrow, alpha gamer. The golden foul will be I want the gold guy. The panel, and then it says tomorrow.
[0:24:20] Dave @DCBK2LA: Wait. Wait. The golden... No. The Knicks or the golden Knicks? The
[0:24:23] AlphaGamer @AlphaGamer_sats: Knicks No.
[0:24:23] NatNat @Natnatx007: The hockey.
[0:24:23] Dave @DCBK2LA: The That was two nights ago.
[0:24:26] AlphaGamer @AlphaGamer_sats: Yeah. Yeah. So I I won that one, and I won the... Yeah. Yeah. So I've been doing pretty good on. Yeah.
[0:24:31] Dave @DCBK2LA: Oh, you fancy now. Okay. Who you got for tonight's game, for the hockey game? The the Canes or the the Knights?
[0:24:38] AlphaGamer @AlphaGamer_sats: Oh, I don't know. I don't know about that. That that... Glenn, that that game was such a good one going... I mean, that was, like, double overtime. Right? Yeah. That that was actually a great one. But I don't wanna I wanna I don't wanna piss you off, so I don't wanna tell you who I'm paying for.
[0:24:57] Dave @DCBK2LA: So That's that's fine. Hockey, I'm not too I'm not too sensitive about it, so you're alright. Don't don't don't, sir. Don't stress. Well, I love
[0:25:03] NatNat @Natnatx007: He's very sensitive about, the NBA. You see that? He's very, very sensitive.
[0:25:07] AlphaGamer @AlphaGamer_sats: Why why why is he so touchy?
[0:25:10] Dave @DCBK2LA: It's the Knicks. It's fifty three years, MFer. Fifty three years. Okay? We've been waiting to... My whole lifetime, and I'm old as hell. I'm old as dirt. Okay? And I still have yet to see a championship come to this city. This is the the pastime of this city. If you know New York City, back in my day, I was put to a cue the music, somebody. Back in my day when I was playing on the chords of West 4th.
[0:25:33] AlphaGamer @AlphaGamer_sats: Yeah. Yo. Wasn't that a song?
[0:25:34] Dave @DCBK2LA: Ours. This is
[0:25:35] AlphaGamer @AlphaGamer_sats: Back in the day when I was rolling out a Korean ball.
[0:25:38] Dave @DCBK2LA: Funeral music. No. Natalie. You're supposed to be... No. You're supposed to compliment me, not, like like, complimentary, like, you know, mute... Oh my god.
[0:25:52] NatNat @Natnatx007: Phone phone.
[0:25:53] Dave @DCBK2LA: You messed up. That's fine. That's fine. Whatever. It's okay. Look. We we have Widow on the Good Times show this morning. He's like, I'm not gonna say anything. We don't have to talk about any of this if you don't want to. We don't have to talk about this, and we don't wanna talk about this, and we don't have to talk about this. And I'm like, uh-huh. Said we didn't have to talk about it, but here we are just talking about it. But me and have a bet now, by the way. Me and Widdle have a bet. Come... Matt, remember our silver bet. It's kind of the same thing. So
[0:26:19] NatNat @Natnatx007: Okay. So hold on. Hold on. Because the silver, it broke down below certain level. So we're gonna get 50 sooner rather than later. So what what what exactly is your bet with Widow?
[0:26:30] Dave @DCBK2LA: My bet with Widow is if the Knicks win the finals, then I get to write a tweet that she then has to tweet out from her account that says absolutely and amazingly glowing things about the New York Knicks. And if the Spurs win, then she gets to write the tweet, and I have to write... I have to post what she writes on... From my account about the Spurs, which, if I'm being honest, that's, like, sacrilegious. That's how confident I am that these... That this Nick team is actually, like, going to win. Okay? That's how... Like, literally, that's how confident I am. So, yeah, I guess we'll see how that's gonna turn out.
[0:27:10] AlphaGamer @AlphaGamer_sats: So if I was betting on the Spurs... No. I'm just joking.
[0:27:14] Dave @DCBK2LA: Yeah. Exact... Yeah. I know I know where you at, bro. Get out of here. Yeah, man. I don't know. Well, I guess we'll see. But, like, let's... Can we just jump into some stories real quick? Because, well, these hellos are making me tired and do it. To be honest, like, do we wanna talk about the gloom? Because, like, every time I check the chat, Monica's posting another story about another hack with more sad faces. How many sad faces can we have, guys? I don't know what to do anymore. These teams robbing... Yeah. These teams
[0:27:43] AlphaGamer @AlphaGamer_sats: are robbing... If it makes me feel better, Dave, s or Trump's gonna pardon SPF because he asked him nicely.
[0:27:49] Dave @DCBK2LA: What did I what did I tell you guys? I'm gonna pull this... What... You guys remember what I said? It might be a little bit past of what I said because I thought... I said he's probably gonna... Actually, no. I think what did I say? I said one to five years tops. I don't know what year we're in, but it's... We're we're within five years. If Trump pardons SPF, this will be the most epic thing, I mean, ever. Look. I got a follow-up from SPF. Alright? All you haters. So you guys might hate
[0:28:13] Landy @CryptoLandy: on this. The only reason why you're why you're talking like this. Give me a break.
[0:28:17] AlphaGamer @AlphaGamer_sats: Really? You
[0:28:17] Landy @CryptoLandy: ain't getting
[0:28:18] AlphaGamer @AlphaGamer_sats: any Are you serious? B r apology from jail? Let's see.
[0:28:22] Dave @DCBK2LA: Exactly. How special do I have to be in order for somebody to do
[0:28:26] Landy @CryptoLandy: How many cucumbers did you send him? How many cucumbers did you send him?
[0:28:30] Moni @monitalan: That's the only
[0:28:30] Dave @DCBK2LA: I sent Diddy the baby oil and the red. He did the rest. Listen. That's pretty slick. Yeah. Thank you. Thank you. But I'll say this. Right? Or you can't deny this. SBF is bit... Literally, we should probably go down as the best investor of all time. Have you seen the portfolio pre By Loews Hayden. Have you seen his portfolio pre all this madness? Okay. Fine. He used the the raw... Like, other people's money. Okay? Customer funds. Maybe he wasn't supposed to. Alright. Potato, potato.
[0:29:02] AlphaGamer @AlphaGamer_sats: Maybe he wasn't supposed to.
[0:29:04] Dave @DCBK2LA: I mean, you know,
[0:29:05] AlphaGamer @AlphaGamer_sats: potato Yeah. What do mean maybe? What what
[0:29:07] Dave @DCBK2LA: That portfolio returned 90.
[0:29:09] AlphaGamer @AlphaGamer_sats: That guy. He used my money, man. There's no fucking... No. How did you get
[0:29:14] Landy @CryptoLandy: built by that guy? Come on.
[0:29:17] Dave @DCBK2LA: Oh, this is it. You literally got taken out of the game. You're mad. That's why you're mad. Wait. But...
[0:29:22] AlphaGamer @AlphaGamer_sats: I was being a d No. You know you know what it was? You... No. I'll tell you I'll tell you what it was right now. How I got caught up was they were offering Golden State Warrior NFTs limited edition. And I happen to get, like, one of the rarest ones, but you couldn't leave the exchange. And that's how I got caught up in that shit. Look it up.
[0:29:44] Landy @CryptoLandy: And you're a Bitcoiner, and you're like, oh, I can't get off this
[0:29:47] AlphaGamer @AlphaGamer_sats: shit. I wanna No. Oh, no. I wanna transfer your Bitcoin here. Gold, baby. And I was like, dude, that shit came with floor seats. So are you kidding me? Like, shit.
[0:29:57] Dave @DCBK2LA: Uh-huh. Bro, let me tell you something. Anybody that ever kept NFTs on an exchange is a psychopath. I don't understand.
[0:30:05] AlphaGamer @AlphaGamer_sats: Yeah. I'm a DJ. I'm a DJ.
[0:30:07] Landy @CryptoLandy: No. I forgot that you could
[0:30:08] Dave @DCBK2LA: even do that. Me too, bro.
[0:30:10] AlphaGamer @AlphaGamer_sats: Yeah.
[0:30:11] Dave @DCBK2LA: That was never a... I'm sorry. In 2021, like, the fact that that was a thing, like, I saw on crypto.com and a few others, like, why? Why? I guess you could say the same for crypto, but, like, why leave your NFTs on the big
[0:30:23] AlphaGamer @AlphaGamer_sats: salon NFTs were back in that in that cycle?
[0:30:26] Dave @DCBK2LA: No. You did not. You did not.
[0:30:28] AlphaGamer @AlphaGamer_sats: You know how big
[0:30:28] Dave @DCBK2LA: it... Bro.
[0:30:32] AlphaGamer @AlphaGamer_sats: It was, like, 25
[0:30:33] Dave @DCBK2LA: souls one.
[0:30:38] Landy @CryptoLandy: Widow, please take him out.
[0:30:40] Dave @DCBK2LA: Yeah. Widow might literally come up and cut your nuts off by the way. It's a salon.
[0:30:44] AlphaGamer @AlphaGamer_sats: Whale, bro. How's the salon a whale before people would do what it was?
[0:30:48] Bread @_ToastMalone: What the hell is a salon?
[0:30:50] Dave @DCBK2LA: Yeah. Exactly. It is... It's something that you can trade in for $61, apparently.
[0:30:55] NatNat @Natnatx007: You'll be able to trade it for $5. Yeah.
[0:30:59] AlphaGamer @AlphaGamer_sats: With tears with tears coming down my face. Yeah.
[0:31:02] Dave @DCBK2LA: Yeah. If you like it. If you like it.
[0:31:05] NatNat @Natnatx007: You like it at 60, and
[0:31:06] Dave @DCBK2LA: you love it. You know?
[0:31:08] AlphaGamer @AlphaGamer_sats: Love it. That's it. Dollars again.
[0:31:11] Moni @monitalan: Wait. So Doug Hudson worth, like, a dollar now or what?
[0:31:15] AlphaGamer @AlphaGamer_sats: Hey. Oh, woah. Woah. Woah.
[0:31:16] Dave @DCBK2LA: That's a slender now.
[0:31:17] AlphaGamer @AlphaGamer_sats: Wait. Way to kick it by when he's down.
[0:31:32] Dave @DCBK2LA: Money Miller's here too. Y'all are in for some crazy projections.
[0:31:36] MetaBeast @AKCMetaBeast: That fucking guy, he's wild.
[0:31:37] Dave @DCBK2LA: Yeah. He's wild.
[0:31:38] Landy @CryptoLandy: I freaking miss Money Miller.
[0:31:40] MetaBeast @AKCMetaBeast: Yeah. I'm a be in New York next week, Dave.
[0:31:42] Dave @DCBK2LA: Holler at me, bro. Let's go. World Cup World Cup actually.
[0:31:45] Voice H: That... You already know it.
[0:31:47] Dave @DCBK2LA: Alright. Good shit, man.
[0:31:48] AlphaGamer @AlphaGamer_sats: Did you ever get those tickets, Dave, to go see the game? Did you ever get those tickets?
[0:31:53] Dave @DCBK2LA: That that Ryan, that's quant promised me.
[0:31:55] AlphaGamer @AlphaGamer_sats: Yeah. From Matt's quant.
[0:31:56] Dave @DCBK2LA: Yeah. No. Never. This is why you're my quant. Do you understand? Because you you... As my Wait. Wait.
[0:32:02] AlphaGamer @AlphaGamer_sats: Wait. Wait. Nat said earlier that
[0:32:03] MetaBeast @AKCMetaBeast: shit I thought that was cock.
[0:32:05] Dave @DCBK2LA: Wait. What? EAA money easy. It's a family friendly show. Oh, my man.
[0:32:11] AlphaGamer @AlphaGamer_sats: Oh, oh, never mind. Never mind. Never mind. Oh, shit. Never mind about the
[0:32:15] Dave @DCBK2LA: Booty wax in the house. Nat, booty wax is in the building. Looks good. Let's go booty wax. Oh, fried fried labbets is here, Nat.
[0:32:23] NatNat @Natnatx007: Not fried chicken. I am so sorry.
[0:32:28] AlphaGamer @AlphaGamer_sats: We called them fried chicken.
[0:32:31] NatNat @Natnatx007: I'm like, shout out to fried
[0:32:32] AlphaGamer @AlphaGamer_sats: chicken for complimentary.
[0:32:35] Dave @DCBK2LA: Shout out to Dylan's in the house too, big GNPM supporter. Dana, what's up? Ethan O's in the house. Cash flow is here. What up, Wally amp? Yeah. I guess Milo could be my quant too. Shiv, what up, baby? Oh, voodoo exchange is is... What's it called? Frozen. Build those here. Stella's here. Yo, Stella, congrats to the little one that graduated. I think you graduated too for something. I'm not sure. Maestro, what up? MA, I see you. What up? The engineer. Let's go.
[0:32:58] NatNat @Natnatx007: Just for the record for the record for the record Yeah. You cannot claim Milo. Okay? Milo is all of our form. Okay? He's in the middle.
[0:33:06] Dave @DCBK2LA: He's he's
[0:33:06] NatNat @Natnatx007: in the middle.
[0:33:07] Dave @DCBK2LA: All of ours. Yes. Uh-huh.
[0:33:09] AlphaGamer @AlphaGamer_sats: I got it. I got He's in the middle. Oh my.
[0:33:12] Dave @DCBK2LA: Hey. Sim it down. You sim it down. Ay yay yay. I mean... Okay. Wait. So back to the the the doom and the gloom part of of the show. Monin, what's the deal with humanity protocol, and is everybody's money gone? And is the next hack just gonna happen again in the next five minutes? Like, that's all you know.
[0:33:31] MetaBeast @AKCMetaBeast: They're gonna put all their secret API keys in the source code because none of these live coders know what they're doing.
[0:33:38] Dave @DCBK2LA: So I
[0:33:38] Moni @monitalan: have no idea. I do think we're gonna have a lot more hacks happening, unfortunately, as, you know, new models are released and people know how to use them to exploit others, unfortunately. But I don't know. I mean, I think I... Didn't somebody show that humanity protocol that Zach and others are questioning if anything really happened? I don't know.
[0:34:04] Landy @CryptoLandy: Yeah. Just look at the team behind it. Yeah. Look at who the fuck... Look at the fuck that is doing the market making for it and then fuck around the whole thing.
[0:34:12] Dave @DCBK2LA: It was Mario, Yatsu. Who are the other investors? A couple others. But, like, I mean, I don't know. Also, to money to your point, didn't Claude just release Fable, like, this new, like,
[0:34:22] Moni @monitalan: a, like,
[0:34:23] Dave @DCBK2LA: mythos, like, dial down? Mythos. Yeah.
[0:34:27] MetaBeast @AKCMetaBeast: I heard it hadn't been released, and Anthropic actually called for a pause on industry wide advanced AI development.
[0:34:33] AlphaGamer @AlphaGamer_sats: Except theirs. They can release, but others can't release.
[0:34:37] Landy @CryptoLandy: And it's Mythos there.
[0:34:40] Bread @_ToastMalone: Yeah. It's Mythos with, like, super guardrails and, like, super training wheels, and, like, it's essentially the Opus 4.8 and a half at the
[0:34:48] Moni @monitalan: end of day. Way they're getting people hooked is that right now, right, it's part of your plan, but, like, in seven days, it's gonna... You're gonna have to pay for more tokens. So, yeah, if if you wanna test it out, get addicted, and then spend all this money with them.
[0:35:03] AlphaGamer @AlphaGamer_sats: Actually, be honest, Dave, I think there's gonna be more of this coming out here soon. I think I think with the... Once the... Once this mythos version comes out, you're probably gonna see across the board just... There's gonna... Not necessarily hacks, but it's gonna find so many errors in in the code structure of all these coins and projects, and I'm expecting a lot more actually coming up here.
[0:35:30] Moni @monitalan: I am too, by the way. I also think it's one of the reasons that Anthropic has been working with governments and with banks. And and, Landy, you may not know more, but they did allow them to test methods to be able to test the security. Right? So one of the things I learned was it really helps identify a lot of vulnerabilities. So if you're not a good guy, you're using it to exploit those. But if you're trying to protect your platform, this is how you're using it. So I know Nat has had her hand up for a while, but I do think that... By the way, I'm making fun of Anthropic. I love Anthropic, but I do think that that she can get
[0:36:08] AlphaGamer @AlphaGamer_sats: a little bit too far with let's
[0:36:10] Moni @monitalan: stop doing anything. But we're gonna release ours. Yeah.
[0:36:15] Dave @DCBK2LA: Also, just really quickly, right before I go to the rest of you guys, Natalie, I just looked at your banner. Did you drop a token? All I see is e q t y everywhere. No. Did you drop a token without telling us?
[0:36:28] Moni @monitalan: You slick not. Little I
[0:36:31] Dave @DCBK2LA: don't you... Wow. I see it on
[0:36:34] NatNat @Natnatx007: your banner. So there's context there's context to that. So when I'm giving my take, when I'm doing my... I called it on the other toe, right, I usually say on the equity side. Right? So that's what that is. The EQT means equity. So work for equity on the equity side. It's like the whole thing, whole spiel. Okay? But I I didn't
[0:36:53] AlphaGamer @AlphaGamer_sats: What's the CEO?
[0:36:54] NatNat @Natnatx007: Oh, this done. Because I am never dropping a token ever ever ever ever ever, period. Okay? No cuts.
[0:37:00] Dave @DCBK2LA: I'm literally on I'm literally on right now making
[0:37:03] NatNat @Natnatx007: it Oh, my god.
[0:37:05] Dave @DCBK2LA: Oh, you're a dev. Right? Yeah.
[0:37:07] NatNat @Natnatx007: But I I... I'm be a c a. I'm curious, though. What prompt are people putting in to, like, hack these these things? Like, do they go to chat chat GPC and say hack this protocol? Can you hack it real quick? Like, what are they saying?
[0:37:19] MetaBeast @AKCMetaBeast: You It's a little more complicated than that.
[0:37:21] Moni @monitalan: Yeah. It's it's a little bit more. And I think they got it fun. It's so much to chat TPC.
[0:37:27] Dave @DCBK2LA: Yeah. So wait wait. Natalie, why are you asking? Like, I'm confused. You didn't launch a token, but now you're very curious about how the hackers
[0:37:34] NatNat @Natnatx007: are supposed to mind is just constantly blown with all of
[0:37:37] Dave @DCBK2LA: this stuff.
[0:37:38] AlphaGamer @AlphaGamer_sats: We just like... Yeah. It's the easy 20,000,000.
[0:37:41] Dave @DCBK2LA: Yeah. We missed one Monday. Look at this. Like... Yeah. Like, you see what happened? See these other spaces? The Bitcoin's painting, the Wolf's painting, and all this other crap. This is the influence they're having. They're tainting our one... The purest thing that we have in crypto is Natalie. And, like, these people have to now taint it. I can't believe it. I can't believe it. Natalie, you've changed. You've changed.
[0:38:01] NatNat @Natnatx007: The first show I've heard about hacking was ATC? What? What?
[0:38:08] Dave @DCBK2LA: How? It's it's a run. There's no way. There's no way. I told you we should have called it Blockchain Bahamas. Cool. Goddamn it. Anyways, Brad, go ahead, and then we'll go back to Landy.
[0:38:19] Bread @_ToastMalone: Yeah. I I am so far confused now as... Oh, yeah. Yeah. I I pass. I yield my time.
[0:38:25] Dave @DCBK2LA: Yeah. Yeah. Yeah. Fair enough. Fair enough. You don't know what to make of, like, not launching a token but not
[0:38:29] Landy @CryptoLandy: launching a
[0:38:30] Bread @_ToastMalone: token? Yeah. And, like, somehow, like, I mean, was it Me too. Was it... Did did Claude help you launch the token? You know? I I, I'm lost. Go ahead, Puppet.
[0:38:39] Dave @DCBK2LA: She plays she plays this role of, like, I don't know what's going on. Mhmm. But in the background. Yeah. Right. Go ahead, puppet.
[0:38:46] Landy @CryptoLandy: I'm gonna reclaim Brad's time and clarify that Nat did not launch any tokens. This is a... An inside joke from another show that also has bled over to this show, but was started on this show and then bled over to that show. So it has a very complex lore. So instead of launching a token, she plans a 500 piece collection on Solana... Salamis. It's gonna be a 500 piece NFT collection called on the equity side, equity for all. And then you give her all of your equity, and then she's going to invest it for you. And the portfolio is actually gonna be the NFT, which will be tradable at the end of the day. So...
[0:39:29] AlphaGamer @AlphaGamer_sats: Well, you you know it's not
[0:39:31] NatNat @Natnatx007: true because he said because he said Solana and not Hedera.
[0:39:35] Landy @CryptoLandy: Oh, well, it's gonna bridge to Hebera, but I don't know.
[0:39:39] AlphaGamer @AlphaGamer_sats: Hebera? Is that a trade chain?
[0:39:42] Landy @CryptoLandy: It's it's... No. It's it's Hedera Bridge. Hedera Bridge. Yeah. So I wonder I
[0:39:47] Dave @DCBK2LA: what happened to my Raptex NFT. I wonder where where is all that?
[0:39:51] NatNat @Natnatx007: We just launched on FenceX, and you... It's still alive. It's still alive. It's not going anywhere. We're doing some amazing work in the background. We just can't speak about it too much, but there's some stuff being released.
[0:40:00] Dave @DCBK2LA: I love this stuff.
[0:40:01] AlphaGamer @AlphaGamer_sats: Can't can't speak about it.
[0:40:03] Landy @CryptoLandy: Oh, On the more on the more serious side, though, what they are doing with Mythos and the launch, I have... You know, I I talked to a lot of people that are very heavy in the AI side of things. And this is where, Brad, I I want your opinion as well. There's a lot of models already out there that are not big, you know, industrial models, I guess, could say. Right? They're not big tech company models. They are models that are well known that have found literally every single one of the security flaws that Mythos supposedly has found as brand new on their own. Nothing that they're doing is new, but what they're doing is they're crafting a really good narrative. This fear and hype narrative, they're keeping themselves in the in the in the news. They are, of course, positioning themselves for IPO. Everybody is now after SpaceX, probably gonna follow that same SpaceX model. What what they're doing is the same thing that they that they... That... What's his name did when he was at OpenAI. Remember that the tech wasn't there yet, and all of the security focused stuff that they're doing with Mythos is not new at all. In fact, there's there's in house proprietary models that, like, the Department of War is using with Palantir that are... Aren't even Palantir, but are in house models that they're using that are security focused, that are, you know, I would argue, are probably some of the best on the planet. What they're doing is they're creating a really nice environment for themselves to scare the ever loving crap out of everyone, to encourage investment, and to gain customers. Because if I go and I get this thing and it's a security focused thing and it's branded that way, even if these other models can do it, whether they're from the competitors or not or proprietary models or models that you can run on your own hardware or whatever it is. And if they have the narrative, they can capture a lot of business. And right now, all of these companies need a lot of business. They need... They are at such a gap in terms of CapEx to revenue that they need to drive that business, and they're about ready to take in a whole bunch of money that then they have to CapEx to then further expand that business. Now the biggest problem is what's the pathway to revenue? And I don't see the pathway to revenue after the raising CapEx that they're all about to go through, and it's gonna be driven by SpaceX. But I'm curious what, like, Brad's thoughts are and what others here who are far smarter than I am. All of you are far smarter than I am when it comes to this stuff. What your opinion is if if you think that my gauge on that is maybe misconstrued. Do they really have this world killer? Because I I am not seeing it, and I've heard no one say this that are... That is in the security field dealing with AI.
[0:43:05] Bread @_ToastMalone: Yeah, dude. So, like, ultimately, Mythos is just kind of it... We'll we'll never see the actual frontier model version that they have internally. Right? There's a lot of open source models. There's a lot of models that are older that you can jailbreak that are equally as capable of exploiting and finding things and breaking stuff. And, I mean, again, like, nothing... Even Mythos isn't going to brute force encryption. You know what I mean? And, like, it just doesn't have that... The power. So people being like, oh, Mythos is coming out, and I'm gonna rob all the blockchains and private keys and blah blah. It's like, no, bro. You're not gonna do any of that unless they're exposed somewhere. Right? And, again, that's, like, kinda... I don't I don't know who said it earlier. Like, all these... All the vibe coders, man, like, don't know how to protect their ENVs.
[0:43:56] AlphaGamer @AlphaGamer_sats: Bro, it's hilarious.
[0:43:57] Bread @_ToastMalone: Yeah. It's insane, dude. I... For... Like, I've I've got... I'm still using, you know, a couple API keys that may or may not have been found on the Internet. You know? But I
[0:44:07] AlphaGamer @AlphaGamer_sats: could not
[0:44:07] MetaBeast @AKCMetaBeast: confirm or deny.
[0:44:09] Bread @_ToastMalone: Right. Right. Right. I don't know. They might be mine for all I know. Right? I'm probably paying for those most likely. I don't know.
[0:44:14] Landy @CryptoLandy: They're yours now.
[0:44:15] MetaBeast @AKCMetaBeast: They put them in your environment file in a public git repository. Don't worry about it.
[0:44:20] Bread @_ToastMalone: Yeah. Yeah. Yeah. Exactly. You know? I just leave them, you know, right there in the network tab on the inspector. So... But, like, it... It's these models that are, like, these new crazy frontier models, right, mythos. Right? And I guarantee you, OpenAI's gonna come out with one next. You know? It'll be like codex super plus Max Ultra or some shit. You know? Like... And, ultimately, it'll claim to do all the same. It'll be able to break every blockchain, and all of a sudden, it found all these vulnerabilities, right, and all this stuff. But, like, I mean, I I have a jailbroken super grok on my phone that literal... Like, I mean, it it does. If I ask the right questions, it will give me the same information that Mythos is giving to people currently. You know
[0:45:03] Dave @DCBK2LA: what I the key,
[0:45:04] MetaBeast @AKCMetaBeast: knowing how to interact and ask the right question.
[0:45:06] Bread @_ToastMalone: A 100000% and system prompts. Right? Overall system prompts. Like, not just your prompts for when you're asking something and kinda beating around the bush and leading it, you know, and kinda gaslighting the AI into giving you information that it might not want to. Right? But I... That's important if you're trying to break things. But your system prompt, the jailbroken system prompts, you know, definitely shout out to Plenty. You know? Plenty, the elders... Plenty or Plenty elders, he's out here on on Twitter somewhere, and he's known for breaking... Jailbreaking all of these models, and his jailbreaks are very, very good. So, I don't encourage people to, you know, do illegal things. But if you're trying to, you're gonna need to jailbreak your AI. And, you're... You don't need Mythos to do all the things that you think you need Mythos to do.
[0:45:53] AlphaGamer @AlphaGamer_sats: Alright.
[0:45:53] NatNat @Natnatx007: Sounds good to ask of...
[0:45:55] Dave @DCBK2LA: Yeah. Well, the intern's here. Hi, Monica.
[0:46:02] Moni @monitalan: I 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 there. So this is where, again, I say a lot of companies need more communications help and support. Think long term,
[0:46:28] Landy @CryptoLandy: not short term.
[0:46:29] Moni @monitalan: But, anyway, I... Again, I love Anthropic. I think Claudia is fantastic. But on that point, I don't know if you guys saw that yesterday, OpenAI announced, like, what's next for them, and they now wanna create a super app like everybody else. It's interesting because he... You know, Sam Altman kind of outlined three things and very much focused on you. There's conversations around this, the... What happens to that into the chat part of it. Is that not a priority anymore? And then they released an RFP for research, which I find fascinating, focused more on the economy, etcetera. So I think it's it's a really interesting time for the space. And, of course, right, they announced that they're gonna go public. But what was fascinating about their announcement was that they said that they don't have a timeline. They just wanted to start the process to be ready, but it may not be anytime soon. I think they wanna see what happens with with the market. I don't know, Landy, what you're hearing on that front.
[0:47:34] Dave @DCBK2LA: I mean, hold on. Moneybuck, real quick. Like, you're a BFF with Sam Altman now. So, like, what the hell?
[0:47:39] AlphaGamer @AlphaGamer_sats: Like, can you tell us odd BFF. For real. I was like, what's going on? One for five minutes. Bro.
[0:47:44] Landy @CryptoLandy: No. No.
[0:47:46] Dave @DCBK2LA: Monica Damn was flown out to Palo Alto, bro. She spent time at headquarters.
[0:47:51] AlphaGamer @AlphaGamer_sats: Oh, that's right. They they served her up. That's right. Yeah.
[0:47:54] Landy @CryptoLandy: That's why I have to wake up
[0:47:56] Moni @monitalan: for OpenAI on all these.
[0:47:59] Dave @DCBK2LA: You see? You see? BFF.
[0:48:02] Landy @CryptoLandy: Well, Moni You nailed Like, they're they're all prepping for IPOs. They're all gonna come out and inflate the capabilities. They're gonna stoke a little bit of fear. They'll do whatever they need to do to stay in the headlines. But the guy... I mean, what's his name from? Durio. Yes. Yes. I mean, he already knows the game. He already ran the game with OpenAI. Right? So this is not this is not new, and this is all to gather as much funds for the next big the next big move. One of the things that they're all looking at doing, by the way, is potentially locking in these futures contracts with the chipmakers and memory makers and all this other stuff because what they want to do is try to leapfrog some of the some of the first come, first served fabs. You know, Apple's got contracts with some of these fabs for years and years and years, and their first runs are always for Apple only. And they're trying to position themselves in a way in which they can say, no. We're gonna bring you more business via these IPOs and all the CapEx that comes along with that. And then they don't because the fabs don't wanna move. They know how this... How these boom and bust cycles work with supply and demand, and they don't wanna start new fabs. And some of these guys are now starting to push for new fabs. And in fact, you're gonna see this come from the administration as well in conjunction with everybody in the AI sector to push for fabs here in The United States because they want them built in the next five years, and it's gonna take about five years to build them. And we already have the the courts and everything that we need right here that everybody else already imports. Taiwan imports all the courts from from spruce pines and, like, all this other stuff from these quarries here. We have it right here. They want the fabs here so that they can lower their costs over time to start making up that gap between CapEx, expenditures, debt, and revenue over time because they don't see a path forward right now as it stands with the amount of CapEx that they're putting out there. It's becoming a math problem, and the math problem's only gonna get worse in the next three years. So it's gonna be interesting to... I'm I'm here for it. Let's do this. Like Yep. We're gonna make so much freaking money. Like Yep. We're already making so much money.
[0:50:44] Moni @monitalan: Lenny, I do have another question. So Apple made their announcement. Right? They have their big big event, The last one for the CEO for Tim Cook. Yeah. But he...
[0:50:55] Landy @CryptoLandy: I know what I call him.
[0:50:56] Moni @monitalan: Why did the stock go down? I actually think Siri, like, now having AI will be really good because I think people are gonna use Siri most... More than Chattypuki, which do
[0:51:08] Landy @CryptoLandy: you want me?... Buy the rumors, sell the news. That's
[0:51:10] Dave @DCBK2LA: why the
[0:51:10] NatNat @Natnatx007: stock is
[0:51:10] Landy @CryptoLandy: going down.
[0:51:11] NatNat @Natnatx007: Yeah. It happens every time Apple does an announcement, the stock goes down.
[0:51:14] Bread @_ToastMalone: I'm pretty sure Siri's just gonna say, here's what I found on ChatGPT for you.
[0:51:20] Landy @CryptoLandy: It already does
[0:51:20] Moni @monitalan: that. Right?... Gemini. No. It tells you to go... It goes to a website. So... No. Siri's not very good at giving you...
[0:51:28] Landy @CryptoLandy: Well, Gemini... So Google's custom made a a model that's gonna run on the phone on device. So Apple and Google teamed up to create... Basically, it's it's Gemini, but it's not Gemini. It is it is a custom built model for Apple devices that's going to run on the phone on your on your... If it's a pro or above 17 pro. I don't think the base models for the 17 are gonna be able to run it. The big thing is is that, you know, you'll get it with all the modern computing. You're gonna get it on your modern Apple watches. You're gonna get versions of that as long as they're tethered to the phone. You'll get a base model on your watches and stuff. They don't really have the MPU compute on the watch, but the future watches will. But it's gonna be local first, and then the private cloud is also gonna be running those same models. Right? So you're gonna get the private cloud. The the big thing was to focus on privacy because that was the problem that they were looking at. And even it's still a problem if you're using extensions and you're using ChatGPT, which they're still gonna have extensions so everyone knows, like, that's not going away if you're part of the dev program. Either you're gonna see that open up to Grok, Claude, Gemini direct... Directly through the extensions, and you can pass through without having to do the confirm too now. So for anybody that's using dev mode. But the the biggest thing there is that that they've leveraged Google in this way, and they're gonna pay Google to continue to create this model. Obviously, there's a weird thing of, like, are... Is Google gonna really prioritize the Apple model over their own? It's a completely different team at Google that's helping with this. They spun up their own team at Google that is working with Apple directly on this model. And it's gonna be very, very interesting to see how that continues to develop because I think that they actually are in the best position to utilize AI on mobile. Because if you're in the Google e... Ecosystem, in native integration through everything, it's like it's Samsung's thing, and it's their thing. And there's all these things all over the place underpinning is gonna be Google AI through Gemini. Right? But Apple, you'll get Siri with a robust model built in that's already well ahead of many of these other phones, like, especially Samsung. Even though Samsung is pretty good, you're gonna get that, plus you're gonna get the extensions option to use any of these other powerful models if you have a subscription. That's great. Apple would love that because they're gonna take 30% off the cut of your subscription when you do it through the App Store anyway. Like... And and then plus if you want more compute on the private cloud side of things, you're gonna be an Apple One customer. So they're making money six ways from Sunday, and they don't have to expend a lot of a a lot of cash to do it, and they don't have to maintain the infrastructure to do it outside of the private cloud compute. So I think they're in a really good position, and I think they... It actually benefits them to have fallen behind the ball and now just wait the market out and essentially go, oh, okay. This is great. Because they felt like they were early, undercooked product. Now they get to pick and choose winners, and they they could actually help a winner win big time.
[0:55:03] Dave @DCBK2LA: Yeah. True. True. True. Money, I can't tell if your hand is up still or...
[0:55:08] MetaBeast @AKCMetaBeast: Yeah. It's been up for, like, a while.
[0:55:09] Moni @monitalan: No. No. But it's it's a it's a... No. It's not upshot. Sorry.
[0:55:13] MetaBeast @AKCMetaBeast: Oh, it was. It just went down when I came up on mute. No.
[0:55:15] Dave @DCBK2LA: It's not that. No. He's money. You're money. It's a two different thing. Money, go ahead. Yeah. So... Okay. Real quick. Yeah. Real quick. Fuck. Chill out. Go ahead, Money. Go ahead, Money.
[0:55:26] MetaBeast @AKCMetaBeast: Yeah. So on the... It's funny. With, like, the vibe coding thing, I've audited about 38 of these applications that these vibe coders have put out. I I don't use AI to audit. I go in, pull up dev console, look at what's actually occurring, look at the blobs, look at what the code says. I'm like, you know, it is ridiculous what these people are doing. They're connecting financial instruments. Having people connect financial instruments to these applications, and they're, super base keys exposed. They're Helios. They're Alchemy. All these keys are exposed. They don't have any CSP headers. There's no security protocols whatsoever. Like, be careful out there, guys, when you're connecting to these things because it is is bad. I I... Like, I'll hit them up in DMs, and you're like, hey. Here's the 16 things you need to address. Like, go to Cloudflare. Address this. Go to Superbase. Rotate your keys. Get your shit together, and stop looking around and having people connect to these things because it's dangerous. So be careful while you're out there. On the model side, I would say, like, these things, there's been capabilities around that pre... Like, pre whatever they put out now is... You could do that. It's just all about iteration, interaction, knowing the right things to ask for and say. And, yeah, if you jailbreak shit, that definitely works. Don't know if you guys have ever used free media. Heck yeah. There are a bunch of resources for AI. Fmhy.net. Definitely recommend that.
[0:56:39] Dave @DCBK2LA: Yeah. I actually saw that on the timeline. Free media. Heck yeah. Yeah. I saw that. I saw that. Thanks, dude. Yeah. Yeah. Yeah. Good stuff.
[0:56:46] MetaBeast @AKCMetaBeast: And not only for AI. They got, like, every streaming service you could think of if you want PPV or if you want sports, if you wanna look at gardening tips.
[0:56:53] Dave @DCBK2LA: Like, they got all kinds of good stuff. Yeah. I already got myself a cracked fire stick, so, my Vue and my Apollo have been doing amazing things for me. Yes. Natalie, go ahead.
[0:57:03] NatNat @Natnatx007: Yes. I just wanna take a second and remind everyone that All Things Crypto has its own official x page. You should be following it. I pinned it to the top. I just click on it and hit follow.
[0:57:14] Dave @DCBK2LA: That's cool. We be hosting from the ATC page from now on? Like, what... I don't know.
[0:57:19] AlphaGamer @AlphaGamer_sats: Probably. Yeah.
[0:57:21] MetaBeast @AKCMetaBeast: And you should be streaming and restreaming everywhere.
[0:57:23] Dave @DCBK2LA: Yeah. We... Oh, probably. I got I got, like, 700 accounts I'm managing over here. My god. I feel like the puppet in all his alt accounts. You what bunch of AI agents. Yeah. I know. I know. Yeah. Yeah. I guess we'll see.
[0:57:37] AlphaGamer @AlphaGamer_sats: I have
[0:57:37] MetaBeast @AKCMetaBeast: an agent that manage agents that manage your agents, so you can just agentize everything. I'm just kidding, bro.
[0:57:42] Dave @DCBK2LA: Yeah. Yeah. Yeah. Natalie, do you wanna tell us where Bitcoin is and why it's there and where it's going?
[0:57:49] NatNat @Natnatx007: You 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 following where the majority of the liquidity is. And right now, it is still to the bottom with the... With concentration around $58,500. Doesn't necessarily mean it's gonna go there right away. Like, we saw what it did before we got the move to 65 k and below. We went a little bit higher, and then we came down. So I wouldn't be surprised if this scenario is the same. Right? Key area up ahead on the four hour churn resistance at at 64 k. If you break above 64, literally right above it, there's another resistance 65. There's a small portion of, interest at 65, liquidity. It's about 40,000,000. So I wouldn't be surprised if it goes ahead and get that. Right? I... Big area if that were to break 68 to 69 and then $70.72. Right? If we start to break above 72, I think we have a shot of, like, mid seventies to eighties again. But overall, if it's... If the behavior continues, what we're seeing with Bitcoin and how it reacts to the big liquidity pockets, even if it goes higher initially, at some point, it's gonna come right back down to sweep the liquidity at $58,500 and below.
[0:59:25] Dave @DCBK2LA: So let let me ask you guys. And and, Cool, I don't know if you're there, but I know that, like, you're a buyer of of a lot of things on the lows, like... You know what I mean? Like, for longer term stuff. And we were talking to Widow this morning on the Good Times show, and she's like, oh, I'm stacking ETH. And I'm just like, if Bitcoin goes to 30 k... I asked Widdle. I was like, how far down you think ETH goes? And she was like, she's thinking, like, 1,400. I was like, I I feel like if Bitcoin goes to 30 k, you're gonna see ETH at, like, $800.
[0:59:52] NatNat @Natnatx007: 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 down. Right? There's a big area of interest, around 800, but it does have a lot of support. That's the thing. Right? ETH has some support. If it starts to break through the support, then definitely come to 800 for sure.
[1:00:20] Dave @DCBK2LA: Damn. You heard that, Widow? You might be a 100% over your target your target buying area. So
[1:00:25] AlphaGamer @AlphaGamer_sats: I mean, if she's open to if she's open to
[1:00:28] NatNat @Natnatx007: DCA ing. Right? Because it's not like you buy once and that... And that's it. Right? You can layer in and average and do all those incredibly wonderful things. But but I think if Bitcoin goes to my target, I think it's gonna go below that 1,500 level for sure. $8,800... Actually, $8.77. There's liquidity at 877 on ETH.
[1:00:52] Dave @DCBK2LA: $8.77. My gosh. Cool. Are you buying Solana at 60? Where's cool at? I need to know. He's probably, like, lifting 7,000 pounds right now, but I'm always curious if, like... Is anybody buying Solana right now? No... Nobody? No? I feel like... Because, like, Solana at $60 bread, like, back to 200 is a five x. Excuse me. Do the do the...
[1:01:16] Bread @_ToastMalone: Excellent math.
[1:01:21] Landy @CryptoLandy: No. He's like the Fred Krueger of math.
[1:01:26] AlphaGamer @AlphaGamer_sats: Well, hang on. I'll speak up....
[1:01:27] NatNat @Natnatx007: Brad gave Dave some of his crayons on the GMT. Sure this time.
[1:01:31] Bread @_ToastMalone: Listen, man. Sharing is caring. You know? But question, though. If with... If ETH goes down to 800, right, how many assets are in lending protocols that are at, like, a liquidation price based on ETH and not on the dollar amount, and so you can scoop up some Bored Apes for, like, you know, $1,500.
[1:01:52] Dave @DCBK2LA: That'd be cool. That would be really cool. Yeah. That would be
[1:01:56] Landy @CryptoLandy: really cool.
[1:01:58] Dave @DCBK2LA: I saw... Listen. But I did see that more folk got, like, a $175,000,000, like, new round of investments. So people are still putting money into DeFi. Right? A 16 z, Paradigm, like, all these... Like, there's obviously something... There's still some money coming, like, into crypto.
[1:02:13] Landy @CryptoLandy: People were still putting money into Celsius and BlancFi right up until the day they went burst.
[1:02:18] Dave @DCBK2LA: Right. I mean, listen. It was just like Myshinsky said. There's nothing wrong. Withdrawals are just paused. It's a glitch. It's... Everything will
[1:02:25] NatNat @Natnatx007: be wrong with losing money. What's a few million between friends? You know what I mean?
[1:02:30] Dave @DCBK2LA: Exactly. That's why SPF was the best investor ever.
[1:02:32] NatNat @Natnatx007: Oh my god. Yeah. I just wanted to add a very interesting tidbit. Right? Because we we we talk we talk about crypto. We spoke about Bitcoin. We spoke about ETH. One thing that we do have to keep in mind, this is beyond our our bet. Right, Dave? If silver and gold, they nuke, if they draw down and give us that minus 10 or minus 20% drawdown day, I think everything follows again. Right? Just like that day we had the negative 40% day, if we if we start to see that again, I think everything follows. And this was something that Landy pointed out a while a while ago when everything was still ripping, and his stance was if these if these metals, they start to pull back aggressively, be prepared because everything else is gonna pull back now. And and we're kinda... We saw that on the initial pullback, the the minus 40 day. Silver is looking very interesting. Right? I wouldn't rule out some kind of a gap down at some point. Right? If it does gap down, I think BTC gaps down and equities gap down too.
[1:03:34] Dave @DCBK2LA: You know what I'll say also? But I'll say this, though. Right? If we're looking at, like, oh, it's all, like, doom and gloom and bleak or whatever. Like, I told you guy... I think I told, like, some... Like, a select few of you guys. I I I got act... I got early access to, Kalshi perps. Right? Like, to be able to trade perps on Kalshi and crypto perps. Right? And it's just, like, cool. They literally have, like... I think that... What was it? Like, five... Four or five tokens or whatever.
[1:03:55] AlphaGamer @AlphaGamer_sats: Yep.
[1:03:56] Dave @DCBK2LA: But, like, I saw John's post today. And just to put this into scope, okay, when you bring regulation into a lot of this, they've done a billion dollars in perps volume. They just released, like, within, like, a... Like, they've been testing it for, like, a year... Like, just under, I think he said it was, like, a a a year. It took it took Cauchy and prediction markets three and a half years to reach a billion dollars in volume. Granted, I'm not saying it's, like... You you... You're not directly comparing the two, but people are putting money in... Are are are using these tools, and, like, a billion dollars might not seem like a lot. Obviously, like, in perps, you're talking to the tune of trillions, but that's a great sign for, like, what people are asking for. So... Yeah. Just to maybe get a little positive spin.
[1:04:40] NatNat @Natnatx007: Yeah. There... There's there's money to be made in trading. Right? If you know what you're doing, you can make a lot of money in in... Just like with perks, right, with prediction markets. If you know what you're doing, you can make a lot of money.
[1:04:50] Landy @CryptoLandy: I'm sorry. Did you say people can make a lot of money with perks gambling? Uh-huh.
[1:04:58] NatNat @Natnatx007: Not saying they're the same. Yeah. Not saying they're the same, but with
[1:05:01] Dave @DCBK2LA: the predicting on perps.
[1:05:03] NatNat @Natnatx007: In in both.
[1:05:04] Landy @CryptoLandy: A little bit of Prederptions.
[1:05:07] NatNat @Natnatx007: A little bit of knowledge. At least a little bit is required. Right?
[1:05:12] Dave @DCBK2LA: Yeah. Fair. I mean, look. I'm trying to find, like, the bright side. Right? I'm trying to find, like, the okay stories. You know
[1:05:19] AlphaGamer @AlphaGamer_sats: what I mean? But
[1:05:19] NatNat @Natnatx007: And here's the bright side, Dave. Right? BTC is not gonna go to zero. Right? And if the four year cycle is is still intact, this is a big, big opportunity. Right? Bitcoin, Ethereum, the majors, they're providing you massive opportunity, especially if we hit some of the high side targets like BTC going to 200 k. Wouldn't you want to be going crazy to trying to buy it at the lows, right, especially if the upside is amazing? That's the thing. With... In in retail, retail individuals see the bear market, like, all do doom and gloom. Those of us that have been in this for a very long time, we see it as a shopping moment. Right? Like an opportunity moment. Right? So I think that's a very, very big difference there.
[1:06:03] Dave @DCBK2LA: Yeah. I I mean, look. Like, I mean... Yeah. Every... Nat, I'm with you, right, on on on all of that. I'm I'm... Like I said, I've been saying this forever. Like, I would love to be scooping up Bitcoin at 30 k and 35 k. Now that I'm thinking about it, I don't think I've got... I think I only have, like, one buy, like, in, like, the the high thirties because, like, I started accumulate... I I wasn't too... That early, like, in whatever, but I think it was in the high thirties, early forties. So, like, I would kill, right, like, to be able... Because I know those are some of your best purchases. Right? Some of those lowest... Some of those lower prices. But as far as Bitcoin going to zero, Natalie, I have two people that will probably vehemently disagree with you. One of them is Peter Schiff, and the other one is my dad. So you're gonna have to talk to
[1:06:43] Landy @CryptoLandy: Let me talk to them.
[1:06:45] NatNat @Natnatx007: I was about to say if if they want, they can... Not your dad. Right? But if Peter wants, he can talk to Landy. Right? Me, myself, I have zero... I have zero intention of convincing anybody about Bitcoin. If you don't get it by this time, I don't know.
[1:06:59] Landy @CryptoLandy: Here's... Peter's changed his tune. I don't know if anyone's noticed. So Peter's been in the headlines again, right, because he's doing a little bit of a media Well, because he... He's going at Michael Saylor. Like Michael Saylor? Time. Michael Saylor. Yes. Right. And and he's making the case that that the way that, you know, in the .com bubble, Michael Saylor, you know, in the accounting and cooking the books and all that kind of stuff. So many people don't know Michael Saylor from the .com bubble. He was not part of what kicked off the dot... The popping of the bubble, but he was a major, major player in the .com era. And they got out over their skis in the way that they were doing their books and how much software they were selling versus, you know, contract. It's like what you see a lot of these companies doing with intent. Right? Oh, we we signed this intent... This contract for intent to buy x number of,
[1:08:04] NatNat @Natnatx007: you know, GPUs. We're gonna
[1:08:05] Landy @CryptoLandy: do AI. Yeah. Well, he was doing, you know, basically letters of intent for sale of software to companies, and he got absolutely destroyed for it. A lot of people even back then wanted him... They wanted him behind bars, but what he was doing was technically legal. There's nothing wrong, but it was... You know, many people accuse him of cooking the books. So I... I'm not of that... There was a lot of companies that were doing... It was just that he was a big one that was doing it that took a big smack on the nose on the way down during the .com
[1:08:39] NatNat @Natnatx007: The beta... Peter Schiff is saying that he's a top signal for BTC. Is that what he's trying to get at?
[1:08:43] Landy @CryptoLandy: No. What his point is is he's trying to make the case. So originally... And and this was even, like... Because he's interviewed with with David Gokstein a few times. He's been kind of a regular this past year or so. And his contention prior was that Bitcoin has no value. But now he's starting to change that narrative to Bitcoin has value, but you can't have a guy like Michael Saylor holding all of this because of
[1:09:10] Dave @DCBK2LA: a big
[1:09:11] Landy @CryptoLandy: type of... He's... He has very, very different tune that he's starting to talk about now. And one of the big things that he's starting to say is that he believes that Michael Saylor's running another Ponzi scheme and that this is going to blow up in everybody's face and is gonna cause the liquidation of the underlying asset. Now we all know anybody that's been looking at the DATs, it'd be very hard to... There is no direct correlation, but his point is is that the company needs to go bankrupt to liquidate that asset, and then Bitcoin can actually have a real run because he feels that... It it doesn't make any sense to me because they're... They are net buyers, not not... And they're not regularly trading. Right? They've only done a sale in 2022. By the way, they moved 2,000 coins in 2022. They've only moved, you know, 32. Maybe they do sell some coins to cover costs and all that kind of stuff. But the the problem I have with his thesis is there's no way to liquidate Sailor or the company, and they could go bankrupt, and they could reform and still hold the underlying asset. Just like as if it was real estate, what you would see is a lot of people would come in and hawk it before we could ever make it to the market. It would all go OTC. But he... He's now changing his tune about that, and he is directly going at Michael Saylor. Why would he be doing this? He's gonna be tokenizing gold assets on chain. So part of this is marketing. And you go out the biggest guy in the room. Right? And people are unhappy, and they're losing faith in the crypto side of things. He's taking advantage of this this dichotomy between traditional markets and crypto markets where one is in a bear market, the other one's in a bull market, and he's striking while the iron is hot. The dude is savvy. He's one of the smartest players in the game. He didn't survive in the gold markets for as long as he has and made money the entire time without being a brilliant player in the game. So even if you don't like him and you're a Bitcoiner, you should be paying attention to what he's saying. 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 saying for price action, final stages in term of... In terms of time Yep. To actually find that bear market bottom.
[1:11:44] NatNat @Natnatx007: Correct. That was gonna be my my great take, Mandy. Absolutely great take. I had no idea that Peter should change his tone, but it's beautiful to see that that's what's happening for sure. But in in terms of timing, if the four year cycle is still is still intact...
[1:11:58] AlphaGamer @AlphaGamer_sats: Is Alpha gonna pretend I need leave here?
[1:12:00] Dave @DCBK2LA: No. I got it. I got it. No. No. No. No. I muted him. I muted him. I muted him. Go ahead. If
[1:12:08] NatNat @Natnatx007: if the Pollo cycle is still intact, we should start coming up towards the bottom within the next couple of months or so. Right? So I think positive news is on the horizon, guys. And, like, Landy Landy has a quote, my favorite quote. Right? It looks dumpiest before pumpiest. Right? So hang in there. It's gonna look dumpiest and probably dumpier, but then it's gonna look pumpiest and then pumpier. Okay? So just hang It's almost over.
[1:12:35] Dave @DCBK2LA: What what... What's that guy? What... Lenny, what's that?
[1:12:38] Landy @CryptoLandy: Dumpy no pumpy. Dumpy no pumpy.
[1:12:40] AlphaGamer @AlphaGamer_sats: Dumpy Dumpy
[1:12:40] Landy @CryptoLandy: no Dumpy dumpy. And dumpy no pumpy.
[1:12:43] Dave @DCBK2LA: Those are the things. Can see. So when when phases. Dumpy no pumpy.
[1:12:49] Landy @CryptoLandy: Yeah. So it'd be like... Well, it it... It's good. It's dumpy no pumpy now, but we will transition at some point in the near future, likely this year, end of this year, into pumpy, no dumpy.
[1:13:02] NatNat @Natnatx007: There you go. I 100 agree. But here's the other thing. Right? There are... There's more people now that are starting to say, and we... I've I've spoken to some of them on the other show. They believe that the four year cycle is no longer intact as far as price. Right? And they they believe that Bitcoin has already bottomed. So because I'm giving... I gave you my take on the four year cycle and that it's still intact, I figured it'll be wise to say, you know what? There are other people out there that believe that the four year cycle is no longer intact. Even though I don't believe that, but there there are some people that do.
[1:13:39] Landy @CryptoLandy: Nobody wants to even show infiltrating stage, Dave, if you're here with us.
[1:13:44] Dave @DCBK2LA: Gamer away in four year cycle? Yay or nay, bro? Oh, now you get quiet?
[1:13:51] NatNat @Natnatx007: Oh. Oh, now you wanna sleep for real? Oh, yeah. I was like, you're...
[1:13:53] AlphaGamer @AlphaGamer_sats: What are we talking about?...
[1:13:54] NatNat @Natnatx007: A triple. Just so you know, you're finest triple.
[1:13:57] Landy @CryptoLandy: Talking about, quantum and Bitcoin miners.
[1:14:02] AlphaGamer @AlphaGamer_sats: What? No. You're liar.
[1:14:07] AlphaGamer @AlphaGamer_sats: You said you're a liar....
[1:14:09] Dave @DCBK2LA: Said that. You're a liar. Alright. What else do we got cooking? Because there's food cooking here. So I need to know what else we're talking about for the last ten, fifteen minutes before I go eat some steak.
[1:14:25] NatNat @Natnatx007: Oh, I wanna know I wanna know what you guys think because I am having a hard time... We we spoke about this earlier, Mandy and I in... On the on the show. I'm having a very hard time picturing data centers in space. Do you guys think, like, that's gonna be an actual thing? Like, that's been
[1:14:45] Dave @DCBK2LA: the talk
[1:14:46] NatNat @Natnatx007: of the town and wall... Yeah. Go ahead. Yeah. Yes.
[1:14:48] Dave @DCBK2LA: I read this whole post today. Like, and what... Do you know that Google pays SpaceX 920,000,000 a month? Yeah. $920,000,000 a month.
[1:15:02] NatNat @Natnatx007: And and Trump would pay them as well, I think, too.
[1:15:04] Dave @DCBK2LA: Yeah. Yeah. Like, this is... It's crazy. Listen. I know we talk about SpaceX and all this other stuff. Elon was so far ahead of the curve with all of this. When you say visionary, man, this guy is literally, like, the Einstein, the Ben Frank, whoever you wanna call him, like, the the the the Tesla, the the innovator of our time. Like, I'm sorry. I don't know the specific details. I did see, Landy, if you wanna, like like, go into a little more, but the satellites... And he said he's envisioning millions of them. Millions. So it's crazy.
[1:15:37] Landy @CryptoLandy: Well, look. Would you already have compute in space? So here... I know that you're having a tough time visualizing this or conceptualizing it, but all he's doing is, essentially, you can fire a server rack to space. Alright? But now it's about how compact can you make it. You also have to insulate it in a in a very specific way in which, you know, it's very cold. So you don't have that problem. But then you also have... You know, you don't have a heat problem. You need the heat. So it's about, you know, the current capacity to increase compute on the... Okay. Let's put it this way. Understand that there is an entire portion of SpaceX that is not called SpaceX that works with the Department of War. And if you don't think that they've been beta testing, sending up compute to space, then maybe you're a little behind. They have been doing this for a while. We know this. People... There's people online that track it. Of course, they're very deep into the five d Ascension as well, which is weird.
[1:16:48] NatNat @Natnatx007: Yep. So that company that that they... That work with the with the Department of War, they're actually... There's some kind of a partnership with BlackSky as well, and they've been doing some stuff together there too.
[1:16:58] Landy @CryptoLandy: Yep. And when you think about a lot of the compute for for Palantir, it's it's a hybrid system. So they're doing compute on the ground and in space for some of the models that they're running for some of the warfighters and, specifically, very tightly integrated with the Air Force. So they already have a pathway to data centers in space. Now it's about doing it on the public side. And this is the brilliant thing about Elon is he was ahead of the game when building out data center infrastructure. Right? And now everybody's gonna go to him, and he's gonna keep expanding because part of the problem is we need more compute. Well, he's got the compute capacity, and he keeps expanding the already existing capacity for compute. So by the end of the day, he doesn't need to have the model that everyone's buying. Right? They doesn't... The Grock doesn't need to eat the world, although I think it's going to. By the way, I think Grock is gonna outrun all of the other AI models in perpetuity because he's gonna prioritize it in his own data center.
[1:18:09] AlphaGamer @AlphaGamer_sats: Oh, breaking news. Breaking news. Yeah. So speaking on the subject, Elon Musk plans to begin testing AI data centers in space next year. There you go. Yes. That that you
[1:18:23] Landy @CryptoLandy: posted. So there you go. Perfect. I mean, the... This is this is going to go forward. And from the... So I'm I'm a bit of a nerd. I might have, you know, worked a little bit in the field with communications that involve satellite communications and compute in the very early days. We have the technology. We can do this. I would go out on a limb. I don't think it's very, very far of a limb to say that we are already doing it. It is just not publicly available yet. The other big port... Part to understand is he's... His play right now with the SpaceX IPO is to keep expanding, and he already has ends to build data centers and expand SpaceX compute. And they are basically gonna be... You don't need to be the winner of the AI race if you're the one that's doing all the compute for the AI race. And if all those companies and models fall fall away, you just take that compute back for yourself and your own company, and you can just accelerate, accelerate, accelerate. They pay you to keep building, CapEx to keep building, and then they come to you for all of that compute. And you... That you're basically powering all their models. Great. If their companies fail, you just add that compute cluster to your own model. And he... You said it, Dave. He's a brilliant guy. He's so forward looking that he... Remember, he was talking about this stuff. People don't realize how old SpaceX is. He was talking about this stuff at the inception of SpaceX and before it even became a company. We're talking more than a decade ago at this point. So seeing this stuff come to fruition, I think, is awesome. When it comes to the space compute, I think I think he's on to something really, really big. We have the tech. We have the technology. Alpha Gamer, I know that you're in the energy sector, so you you know where this is going. They're not gonna be doing... Solar up there, by the way, is different than solar down here, so they definitely have the power up there too.
[1:20:30] AlphaGamer @AlphaGamer_sats: Yeah. I I think people are really underestimate... Well, because people people have a hard time understanding the energy sector down here, let alone out there. Right? So so... But more importantly, I just noticed, ABC markets didn't even follow me back, bro. Like, what? I just I just saw that right now. What... What's going on with that?
[1:20:52] Dave @DCBK2LA: We're hosting a show.
[1:20:54] AlphaGamer @AlphaGamer_sats: May... Maybe I should take that post back. Man, jeez.
[1:20:57] Dave @DCBK2LA: We're a little busy.
[1:20:58] NatNat @Natnatx007: So, Blenny, are you in line with him have... As far as the test back sometime next year?
[1:21:08] Landy @CryptoLandy: Yes. Yeah. No. I think that they might even they might even do a surprise. It depends. I I think that more... I... I'll be honest with you. I think that they could do it today. They just won't because it doesn't make any sense to do that today. Why not just keep that as a good marketing tool for when you have all of these people that are gonna have the ability to dump their SpaceX shares
[1:21:32] NatNat @Natnatx007: Oh, it's a bit of own loss. Why do it before the IPO?
[1:21:36] Landy @CryptoLandy: Yeah. And then just... You use that to buoy the price season you sell on...
[1:21:39] AlphaGamer @AlphaGamer_sats: That'll be the next narrative just to keep the... You know, for, like, the PR, keep the narrative hot. That... That'll probably keep it going for a while.
[1:21:49] Landy @CryptoLandy: And then he's gonna release another waifu companion on Grok?
[1:21:54] Dave @DCBK2LA: Hell yeah.
[1:22:00] Landy @CryptoLandy: Sorry. Tell me, can you give me an update on the companions on Bra? How how are they doing these days?
[1:22:07] Dave @DCBK2LA: I I cannot I can't give you an... Oh, I don't know why my thing just keeps muting. But... Yeah.
[1:22:17] AlphaGamer @AlphaGamer_sats: It sounds like Dave's eating report. What you eating, Dave?
[1:22:22] Landy @CryptoLandy: Chicken? Fish?
[1:22:26] NatNat @Natnatx007: Uh-huh.
[1:22:27] Landy @CryptoLandy: Spaces is bugging because I keep muting and unmuting, and I'm not actually touching it. K.
[1:22:33] Voice H: Can I jump in?
[1:22:34] NatNat @Natnatx007: Yep. Go ahead.
[1:22:35] Voice H: Okay. So I don't understand why people think process...
[1:22:40] NatNat @Natnatx007: What?
[1:22:41] Bread @_ToastMalone: Yeah. This thing
[1:22:41] Samara @thee_samara: is crazy.
[1:22:42] Landy @CryptoLandy: This... Right. I'm unmuted now or muted? I can't...
[1:22:46] NatNat @Natnatx007: Yeah. You're
[1:22:46] Voice H: on speaker. No. No. It's my headset. That's my headset that I'm using. So I don't understand how people don't realize processing has been going on for the longest time in space, especially with the International Space Station, and they're beaming, like, terabytes, hundreds of terabytes back on the daily. Alright? So for him to deploy servers in space really isn't a big deal. Slap a couple solar panels on it, do some hardening on the shell, and have some PCs communicating on a global scale and just beam it right back. It is simple tech, just throwing on more processing data. So it's good. He's he's he's not a... He's a visionary in a way. I do agree. He is putting all the pieces into play. I won't call him an Einstein, though. I'll call him somebody that's famous at building puzzles.
[1:23:37] Dave @DCBK2LA: Bro, I'll say this. I I was reading about it today. Like, legit, like, you you don't have any of the costs anywhere even close to associated with what you have data centers here with cooling and actual power costs. Because a, when you have them in orbit, sun is twenty four seven, he said. And at the end of the day, the cooling is, like, you don't have... There's there's nothing... Where you're ready... Where you rate... Where you sending the heat? Like, literally just into the black hole of space. Who cares? Like, you don't have those same problems because the conditions are completely different. It's literally perfect for what he's doing. So I don't know. Like...
[1:24:06] NatNat @Natnatx007: Yeah. He's saying it's more cost cost effective to build in space versus on Earth. And that part that part I get. Yep. That part I get.
[1:24:13] AlphaGamer @AlphaGamer_sats: And and like I said earlier, you don't you don't have any of the regulations. You don't got the environment. You don't got all the red tape. Right? You don't got all the, you know
[1:24:22] Dave @DCBK2LA: No. No. No. No. No. No. No.
[1:24:23] AlphaGamer @AlphaGamer_sats: There is
[1:24:24] Voice H: still red tape. There's still red tape.
[1:24:25] Dave @DCBK2LA: You know?
[1:24:26] Voice H: Let... Let's not clear that up.
[1:24:28] AlphaGamer @AlphaGamer_sats: Be, but it's not like what it is down here where the anti crypto army Democrats are pushing back on building any data center. You know?
[1:24:38] Voice H: Yeah. That's true. It's just... But... And also, we gotta consider there's a lot of objects in orbit in the moment. So that can take out a server, so you need to make sure your redundancies are in place and things like that. But that's more on observing the observable space around the planet.
[1:24:56] AlphaGamer @AlphaGamer_sats: Correct. Yeah.
[1:24:58] Dave @DCBK2LA: Is there another SpaceX out there? Oh, go ahead. No.
[1:25:02] NatNat @Natnatx007: The other side to that is part of his bonus, from my understanding, when it comes to Tesla, is if he'll he'll get a massive, massive payout if he's able to build a colony on Mars.
[1:25:21] AlphaGamer @AlphaGamer_sats: Was it the moon or was it Mars?
[1:25:23] NatNat @Natnatx007: It was Mars last time I read it. Let me
[1:25:25] Landy @CryptoLandy: double check.... Mars.
[1:25:26] AlphaGamer @AlphaGamer_sats: Yeah. I believe it's the moon first. Yeah. It's the moon first and then Mars.
[1:25:30] Dave @DCBK2LA: Yeah. Is Tesla gonna be rolled up into SpaceX eventually?
[1:25:33] NatNat @Natnatx007: Yes. I think so. Been rumors about it. I think that that will be the better play. I think it makes a lot of sense to have them both in.
[1:25:44] Dave @DCBK2LA: I feel like it's just one big space company now.
[1:25:51] AlphaGamer @AlphaGamer_sats: Skynet.
[1:25:56] Dave @DCBK2LA: Maybe. I'm here for it. Bring it on.
[1:26:18] Dave @DCBK2LA: Shut up, bro.
[1:26:18] NatNat @Natnatx007: Alright. So Elon Elon Musk's potential payout if Mars colonization succeeds. Okay. So if Elon Musk's SpaceX board conversation plan is met, he could receive up to 200,000,000 super voting restricting shares worth roughly 600 to 700,000,000,000 at SpaceX expected IPO valuation of 1,750,000,000,000. That's a big payout. I'm I'm sure that's the next step. That's something that they're gonna be working on very, very quickly. They haven't started on that just yet, but it's Mars for that payout.
[1:26:56] Bread @_ToastMalone: I would like him to allocate some of those resources to fixing Twitter spaces. Thank you.
[1:27:01] NatNat @Natnatx007: Yes.
[1:27:05] NatNat @Natnatx007: Alrighty. I just wanted to read that. Sorry.
[1:27:10] Dave @DCBK2LA: No. You good? Alright. Hey there. You can lick at my finger. You can lick at my fingers. Alright. That's it. We're out. Done and done. Appreciate you guys. ATC, we'll be back tomorrow. Oh, by the way, have a special guest on Thursday. Opinion arc is coming on. So they essentially messaged me and said, hey. Can you roast us on your space? And I'm like, we love roasting people. That's kind of our favorite thing to do. Yeah. I was like, it's gonna be super fun. So, yeah, we're gonna get to roast opinion arc and see exactly what they're all about. So they're coming on Thursday. So that guy definitely definitely tune in to tune in to that one. But, yeah, appreciate y'all, man. Good good to be back. We will see you guys we will see you guys tomorrow. Peace.

Auto-transcribed. Speaker names are voice-match guesses and may be off.