Dave opened the show hyping the Knicks in the Finals and Wu Tang performing at halftime. NatNat recalled Cardi B performing before a loss, while Widow collab manager described a Spurs fan getting attacked in New York. The group debated fan violence, with Kool Bread and Moni weighing in on sports rivalries and whether it runs that deep.
NatNat asked about DraftKings launching prediction markets and popping on earnings. Bread explained why Kalshi and Polymarket dominate on volume and liquidity, especially for events like the World Cup. Dave called out a salty founder, while Moni noted the World Cup could expose more people to prediction markets.
NatNat defended her 35k to 25k view, citing the four year cycle and repeated rejections at key levels like 100k, 80k, and 70k. The pair discussed time compression cycle lows and a 27k thesis.
0:35:52Landy's level-by-level BTC plan (64.2k up, 58-60k, 48-50k, 45.5k down)
Landy analyzed silver. NatNat pointed to a big liquidity pocket at 50 on the quarterly. NatNat then highlighted BTC liquidity levels heaviest to the downside at 58.5k, 58k, and 52k.
0:48:01Silver $50 call, $54-55
0:51:45Corgi interview
Bread shared a 1.18M Polymarket headline on a massive Knicks bet by a Latina account. Dave celebrated it, while NatNat joked if the bet wins it is her. The group reacted to OpenSea dropping a free World Cup mint, with Landy and NatNat declaring NFTs are back.
Moni shared Anthropic's AI policy outline, while Landy discussed the US wanting stakes in AI companies to keep value and jobs domestic versus China. The crew trolled Pons over creator cards and Wallchain delays, with NatNat running the math on post profitability. They closed debating Knicks versus Spurs in game four refs and a potential game seven.
“That's why I like the two biggest ones that everybody knows are Calci and”
UUnlabeled speaker0:27:15Share on X
“58 to 60 below there, I'm looking at the mid 50s”
UUnlabeled speaker0:37:36Share on X
“Take it one step at a time, layer your bids in,”
UUnlabeled speaker0:42:03Share on X
“But I do think the World Cup could change that, right?”
UUnlabeled speaker0:30:09Share on X
“And I'm like, they're saying Bitcoin 30K.”
UUnlabeled speaker0:30:57Share on X
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Show discussion, not financial advice.
