Dave
Moni
Bread
NatNat
Vibes🍞🍞bcBread
LandyDDe3ngineer
AlphaGamer
MiloDDamianSStablecoin OsamaWWOLF TerminalHHelmer|| ShuxWWeston Union, MGF.Bread explained his history building the original product before Zyber rugged it and detailed demands for owed money from the new management team. Bread said the revived account reached out after his warning post and offered fluff about cleanup and perpetuals focus. NatNat asked if X Factor was part of the new team while Dave urged X Factor to return and make amends.
0:00:00Show intro and theme song
0:06:55Speculation about X Factor's involvement
The group enjoyed an analyst pronunciation bit with endless puns featuring Landy, NatNat, Vibes and others. During the space Wallchain account got suspended leading to jokes and trolling from NatNat, Landy, Moni and the engineer.
0:09:40GMPM trading terminal sponsorship and team updates
0:29:30Dave's potential return to traditional market making and prediction markets
Dave considered returning to traditional market making especially in prediction markets noting firms like Susquehanna and Jefferies provide liquidity.
0:36:55SpaceX at $3T, options activity, unlocks, and long-term outlook
0:44:30Bitcoin technical analysis, four-year cycle debate, and key levels
Landy analyzed SpaceX at three trillion with heavy options activity and predicted a slow drawdown to a stable floor after unlocks in three and six months. NatNat highlighted Anduril IPO at sixty one billion valuation. The group covered IPO lockup rules, Robinhood penalties and secondary market shares.
0:54:30Related plays (Archer), and defense sector discussion
0:58:00OpenAI financial leaks and nuclear energy investments
Moni shared the Iran three hundred billion reconstruction story with MOU and oil implications. The space featured live World Cup reactions to Iraq versus Norway with NatNat cheering in Spanish and Bread noting bet sizes affected his volume. Damian discussed his Tochi bets on the match while the group wrapped with updates on Doc Markets.
“this is a product that I technically built, and then Zyber rugged it. And if it's running the same models I built in January and February, like, you're gonna get wrecked because it's a completely different market now than it was in January and February.”
“if you're listening x factor, we would love to see the big nose in in the in the speaker box at some point.”
“How about the stock market? Have you thought about going back to trading the stock market? Because it has been lucrative.”
“for all the levels that Nada is looking for on something like Bitcoin, generally speaking, if you're gonna pay attention to any levels on the downside, like she said, 65 to 62 and a half's the place that you wanna see Bitcoin closing in on dailies.”
“I think if SpaceX dips below IPO price at some point in the future, I... I'll consider that a big discount, to be honest.”
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Show discussion, not financial advice.
