All Things Crypto- $300B misinformation

# All Things Crypto- $300B misinformation | 2026-06-16 | https://x.com/i/spaces/1mxPaaneNPgKN | status: approved
# Speaker names are voice-match candidates, unconfirmed unless marked confirmed.

[0:00:03] Dave @DCBK2LA: All things crypto. All things crypto.
[0:00:13] Dave @DCBK2LA: All I'm 30 s c is that upper hour. Markets move fast. We're ones in power. Mike left, Charles Lit, Dave set the page. Every take a gem, every call a check. We don't follow trends. We... What create momentum from trap fight, or chain fight. We've been a system. They talk TV. We talk tokens and truth. We don't miss the web. We are built up booth. We don't chase coins. We chase conviction. Every job they coded, every mark in this. From the top to the streets is pure witness.
[0:00:57] Dave @DCBK2LA: Flex on charge gains like deja vu. Discipline drive, be the balance of both. Body and bags, man's built on growth. Nat. Nat. The trap I wonder woman. Flipping fundamentals. She don't follow hype. She read in politics.
[0:03:04] Dave @DCBK2LA: What's up? What's up, people? Fred Lavez is gonna be the one that knows that. He's like, what's up, people?
[0:03:14] Dave @DCBK2LA: So good. It's so good. Hope you all doing well. What's up? Welcome to ATC, the latest posting space you've ever seen and heard. We like to post right before, about three minutes right before game time, you know, just to keep everybody on their toes so we can separate the real ones, you know, so we know exactly who's here, who's not. We might have to... Listen. We... After today, I genuinely might have to update the theme song, guys, because... Yeah. We'll we'll we'll we'll fill you in. Brad will let... Brad, you know what I'm talking about, bro. Natalie, you have... I don't... Does Natalie know Brad? I don't know if Natalie or Monica even know what's going on, but, apparently, the doc market's account has come back to life. They started tweeting today, and we were like, wait a minute. What is this? Who... Who's behind this doc market's account, and where is our money? That's what we wanna know. Okay? But, apparently, the dark markets account is, quote, unquote, under new management.
[0:04:23] Moni @monitalan: Who's the new manager?
[0:04:26] Dave @DCBK2LA: You gotta ask Brad that. I genuinely don't know. Money, do you know who the new management is for the DOC markets account?
[0:04:33] Moni @monitalan: No. But you know what? Last week, I was thinking, can't believe cyber and DOC markets haven't deleted their account. And then this happened. I was like, oh, no. I understand.
[0:04:46] Dave @DCBK2LA: Yeah. Yeah. You know, not... Nothing says, you know, grift like a a good old comeback or Fagazi comeback story. You know? Hey.
[0:04:54] Moni @monitalan: We're not change the name. Blanche and Joe account.
[0:04:57] Dave @DCBK2LA: They... Exactly. Like, they didn't even... It's like, oh, you're under new man. I'm not gonna change the name. Wait a minute. So there's a whole new team here now. Wait. Brad, can you... Before I say what's up to Natalie and... Can you tell us, Brad, like, what have you learned of this new management team, and is there any old players? And are you smelling something a little fishy?
[0:05:18] Bread @_ToastMalone: Yeah. So I, I was just, you know, scrolling the timeline, looking to see who's calling what for World Cup, and I saw, yeah, a dock market's tweet. I was like, yo. What? So I I made a post. I'll pin that here in a little bit. You know? Just warning people, you know, that, like, hey. So, like, 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. And they reached out to me almost immediately after I posted that and retweeted their their doc markets post with a a message I just posted up in the up in the nest here, that says, yeah, essentially, that they are under... They did some cleanup and, yeah, new partnerships. They're focusing on perpetuals apparently now. A bunch of just kinda fluff stuff. And, they're like, well, we'd love to make this hole so that you stop blowing us up on the timeline, and we can rug successfully. And I told them, like, hey. Well, you owe me money, so pay me, and, I'll take down the tweet. And, that was the last, you know, last line of comms. So we'll see, we'll see what happens. You know? If they pay me what's owed to me from Zyber, I will make it clear on the timeline that, it is a different team, and that I'm still not touching it with a 10 foot pole. Not even close. But, you know, it's
[0:06:52] Voice F: it's a day.
[0:06:54] NatNat @Natnatx007: I'm just gonna... Listen. I suck at political talk. Right? So I'm just gonna be straight up about it and just ask the freaking question. Is x factor part of the new team? Yes or no?
[0:07:05] Bread @_ToastMalone: I genuinely, like, in, like, full honestly, have no idea. I know that the DocMarket's Twitter account, at one point was shared between X Factor and, some of the dev team that is based in Russia. Those are the two parties that I knew had access to it. Again, like, who... I... Maybe it's new. Maybe the Russians went off and did something, you know, and they raised some funds or something. I mean, I don't know. I'm genuinely as confused as as the rest of us are out here on this one, so it'll be a interesting story.
[0:07:42] Dave @DCBK2LA: Yeah. Ex fact... Listen, bro. I know you in the grease trap, homie. Let's just make amends, bro. Like, just come back. Let's figure this shit out. You don't you don't gotta do this. You know what I'm saying? You don't gotta do this, bro. You don't have to do it. You know what I'm saying?
[0:07:55] NatNat @Natnatx007: That's right.
[0:07:56] Dave @DCBK2LA: You don't gotta do it, man. You don't gotta do none of this. You know? Like, bread bread's over a little bit of a little bit of cheese. You know what I'm saying? Like, it is what it is. Like, we can let bygones be bygones. You know? Like, participation trophies all around via Natalie. You know what I'm saying? Like
[0:08:11] NatNat @Natnatx007: And and you know what it is too, Dave? Everyone in in crypto has run into, like, some really not the best project. I mean, look at g 26. Right? That's no longer a thing. And you're and you're still here. You didn't disappear on us. You kinda just told us what it was, and then we kinda moved on for it... From it. Right? So if if you're listening x factor, we would love to see the big nose in in the in the speaker box at some point. Okay?
[0:08:36] Dave @DCBK2LA: Yeah. Yeah. We And I want my money. Yeah. We we could put it behind us. But, bro, I'll tell you right now, x, if you listen to grease trap, which I I know you probably are, bro, because I would do the same thing. Bro, I'll tell you right now. Don't let by... Don't let us find out you're buying any of this shit because that back comes to light. It is not it is not gonna be good. I'm just saying. I'm willing to let bygones be bygones, but please, bro. Wait. But has anybody heard from x factor? Like, I'm I'm being dead serious. Anybody up here? Monica, Landy, Nat, Brent, have we... Anybody heard from x factor at all since this whole debacle?
[0:09:10] Moni @monitalan: No. No. He never replied to me again.
[0:09:13] Bread @_ToastMalone: No. He, no. He was helping, like... Or, like, the fur... When Bucket was an inception, and it was an idea that, like, Homa and I were talking about. We're like, we need somebody that understands how to tweet and make partnership agreements and all of those things because we're just a couple of devs. And, he was like, I'll help. I'll help in all these things, and then it kinda fell off. So then we were... And I just ran with with the bucket, and, that was the last I heard from him. And that was, what, March, maybe?
[0:09:42] Dave @DCBK2LA: I think... I feel like I need to be part of the bucket team. Like, this is a little bit crazy that, like, I didn't get an invite to be, a bucket partner. You know what I'm saying? Like, in charge
[0:09:50] Bread @_ToastMalone: You were, you were busy with all the other, you know
[0:09:52] Voice F: Well, what
[0:09:52] Dave @DCBK2LA: about now, bro?
[0:09:53] Voice F: I'm over
[0:09:53] Dave @DCBK2LA: here closing deals. You know what I'm saying? Like, we got our first official sponsor for GMPM. Shout out to us. Let's fucking go. Okay? We are gonna get the g g three team coming on board on Monday, so I'm gonna need you. I'm gonna put out the tweet tonight promoting tomorrow's show. But, obviously, Mondays is gonna be super, super... Like, we... I'm gonna need we're gonna need all the help we can get. If y'all can find the time to get into the chat, show the chat, and, like, get the chat active would be amazing. So we'd very, very much appreciate you guys. But, yeah, man, we got a full on trading terminal. And this is great. Right? Because devs... Brett's obviously the dev building all, like, the stuff on on the bucket side for GMPM. Obviously, Coma's doing this. Like, he's posted all his slips on Poly. He's the most active on the prediction markets. And now I finally get to bring in my trading prowess, Natalie, because it's a trading terminal. And trust me, I'm very particular when it comes to setting up my trading terminal even though I don't do it for crypto anymore. Like, remember what it was like sitting on the desk for thirteen years as an OTC market maker, exactly where I want my stuff, and these guys are gonna pump in livestreams for all the events and shit. So, like, this is gonna be playing to all of our strengths. And who knows? Maybe they might even integrate some bucket, some bucket analytics. You know what I mean? So, yeah, man. This is this is exciting. We've been cooking for a month. We've been busting our asses. It's nice to finally see a little something something. And I will say this to anybody that is out here looking for work. I'm gonna get into the DMs with a few people, but we actively now need... And we can pay clippers, and I need somebody to manage the socials. I need somebody to manage the YouTube. I need somebody to manage the x accounts. Right? Like, this is what I'm looking. It doesn't have to be the same person. Maybe one or two different people. We don't have a ginormous budget. Right? But we... Like, we said to each other, we wanna allocate. Like, with our first sponsor we get, we're gonna reinvest back into ourselves. So if anybody is looking to do clipping or to manage socials, right, and be super active with us, like, we don't got tons of money, but we got a little bit of we got a little bit of money now that we can that we can play with. So holler at me. Get into my DMs if it's something that you're interested in. I would love to obviously bring some people on board. And, obviously, we're looking for trustworthy people, and and there's no... To me, there's nobody more trustworthy than the ATC fam that's obviously been here, like, with us for day... Literally for the last two years. So if it's something you're interested in, please, please, please hit me up. Let's get into the DMs. Let's chat. Let's figure this out. Why am I not following Vibes? This is, like, crazy. I don't know why, yeah, the bug... The the the puppet bug is here. But, anyways, let's say what's up there. Bye. Natalie, what's good? Are you still float? Do you guys see the g m p... The the Good Times show this morning? I was floating on all. There's been all new video... Nick's videos. Oh, boy. What's up?
[0:12:37] NatNat @Natnatx007: Oh, man. It has been a day. And you know what? I I was on a phone call with someone not too long ago, literally, like, thirty minutes ago. And for the first time in my life, I... And and and the only reason why I'm mentioning it here is because I I told this individual and you both started laughing because they didn't they didn't realize it it... They said it wrong. Right? So for the first time in my life, I heard someone pronounce analyst as an anal ist, and I just have a headache.
[0:13:08] Dave @DCBK2LA: Oh, this is how you wanna start the show? Like, am I am I supposed to... Vibes. It's perfect that you're here. Okay? Like, find...
[0:13:14] Vibes @BeVibesNFT: I think she put the finger on it, to be honest.
[0:13:20] Dave @DCBK2LA: There should be fines all around. Vibes, I expect a full h bar payment in my HashPack wallet by the end of the show.
[0:13:27] Vibes @BeVibesNFT: We've said nothing that... Not not was relating a conversation. She didn't swear. There's been nothing that's been untoward here. I You can try your best, Dave.
[0:13:36] Dave @DCBK2LA: But I heard No. If I
[0:13:38] Moni @monitalan: If she was mispronouncing... She was mispronouncing. It was... No.
[0:13:41] NatNat @Natnatx007: Yeah. So now so now I don't know how to feel about the term market analyst.
[0:13:47] Dave @DCBK2LA: See? And that's twice that's twice.
[0:13:51] Dave @DCBK2LA: Am selling you
[0:13:52] Vibes @BeVibesNFT: That's a mispronunciation.
[0:13:54] NatNat @Natnatx007: It's a very different pronunciation. You're right. And then... And we we laughed about it and thought it was funny. And it's definitely not Landy Landy was not the person that said analyst as analyst.
[0:14:05] Dave @DCBK2LA: The LIA analyst. Oh my god. What goes on?
[0:14:09] NatNat @Natnatx007: Oh, no. Oh, no.
[0:14:10] 🍞bcBread🍞 @_bcbread: Oh, no. I mean, I could get behind that.
[0:14:13] Dave @DCBK2LA: Oh, no. I'm saying nothing. Ladies and gentlemen, Brett is definitely in the lead as of right now for MVP of this episode already. Step your game up. Thank you, Natalie. Puppet, what's up? How are you?
[0:14:30] Landy @CryptoLandy: I'm doing well. As a market analyst, I go deep. We do deep dives into everything that we can possibly analyze. So, you know, I've been doing a lot of analyzation of Bitcoin, lot of analyzation of SpaceX. And, you know, I'm just... I I am... As as as you can see on certain livestreams, I have a little title. I am the the technical analyst world champion. So I'm happy to join, you know, this stage with you today. If you have any analyst questions that you would like to ask, I'm here to serve your analyst needs.
[0:15:19] NatNat @Natnatx007: And then you're the top market analyst.
[0:15:22] Dave @DCBK2LA: The top market analyst. Yeah. I can get behind.
[0:15:26] Vibes @BeVibesNFT: He loves deep dives.
[0:15:29] Dave @DCBK2LA: What about the deep... Oh, deep dives from...
[0:15:32] Landy @CryptoLandy: Oh, deep... Yeah. I'm a... I am actually a deep dive analyst. It is it's it's... It takes a special type of person. Yeah.
[0:15:42] Dave @DCBK2LA: But listen. For all you people laughing in the crowd, you're the degenerates, essentially. And, like, you see what I'm saying, Natalie? People are entertained by anal talk. An analyst talk. Excuse me. By analist talk. Alright? It is what it is. It's just just how it how it goes. Okay?
[0:15:58] Landy @CryptoLandy: And if you ever want somebody to absolutely kill a joke for you, just, you know, hand it over to an analyst.
[0:16:04] Dave @DCBK2LA: Yeah. Exactly. A Bitcoin analyst. Right?
[0:16:07] 🍞bcBread🍞 @_bcbread: Yeah. Yeah. Full of hot air.
[0:16:08] Vibes @BeVibesNFT: Can always work out.
[0:16:09] Dave @DCBK2LA: Yeah. Exactly. BBL and all. Anyways, hey, Moni. Oh, that's crazy. That's the that's the follow that I come to you right now.
[0:16:16] NatNat @Natnatx007: I'm saw Dave. That is nuts up.
[0:16:20] Dave @DCBK2LA: What... Alright. You know what, Monia? Hold on. Let me let me say hi to Vibes then first because Vibes is the intern, she still has to pay her dues. So it's fine. Let me say hi to Vibes, then I'll come right back to you. And, there'll be no anal
[0:16:29] Landy @CryptoLandy: Vibes is really into analysts, so I'm I'm really I'm really
[0:16:33] Dave @DCBK2LA: Wait. From real vibes?
[0:16:35] Landy @CryptoLandy: I'm on pins and needles.
[0:16:36] Dave @DCBK2LA: Go vibes. Can't wait. Vibes, I'm in the DM, Vibes. I'm in the DM.
[0:16:39] Dave @DCBK2LA: Hi, Al. Listen.
[0:16:45] Dave @DCBK2LA: Hey, Vibes. What's up?
[0:16:47] Vibes @BeVibesNFT: Hello. I'm just here for the English chat.
[0:16:52] Dave @DCBK2LA: Oh, see? Let me see what his... Natalie, just for the record, you did all this. You did this. I was not a part of any of this. You did was telling you how my conversation went.
[0:17:03] NatNat @Natnatx007: By the way, I definitely told this person I was gonna mention it on stage, and this person said, yeah. Absolutely. I'm sure everyone
[0:17:09] NatNat @Natnatx007: We'll just have to please spread this around.
[0:17:15] Landy @CryptoLandy: You know, we have some expert analysts in the crowd too. I see OTG down there. I see I see a few others.
[0:17:22] Dave @DCBK2LA: Know. Down there. The engineer's down there. Sunny d is down there. Milo's down there.
[0:17:27] Landy @CryptoLandy: Friday night does J a little bit of analyst work as well.
[0:17:32] NatNat @Natnatx007: So I I just picked her I just picked her a potential sponsor listening to that space, and their facial reaction would be the same as Dantech's PSP.
[0:17:41] Landy @CryptoLandy: Yes. Analyst and facial reaction. Those two
[0:17:45] Vibes @BeVibesNFT: things are so well. Yeah. You want people that you vibe with that are on the same wavelength. So you need somebody that can really work out what's needed done at the back end. You know, that's the important bit.
[0:17:58] NatNat @Natnatx007: We always And this is why we have no sponsors at ATC, guys. You can
[0:18:02] Landy @CryptoLandy: get I think Brett
[0:18:04] Landy @CryptoLandy: is a back end dev as well if I'm not mistaken.
[0:18:07] Dave @DCBK2LA: Crazy. Listen, guys. If you're gonna sit up here and talk anything crypto or whatever, just understand, like, you're gonna make some crazy claims or call level. You're gonna have to back it up. Okay? You have to back it up. Alright?
[0:18:20] Landy @CryptoLandy: Bro, all my shit is on the timeline. Sorry. Sorry. I meant all my stuff is on the timeline.
[0:18:26] Dave @DCBK2LA: Money, there's no warning, and I can't get around it. So, Tidore, don't say hi to
[0:18:29] Moni @monitalan: No worries. Hi. So I've been having so much fun, following all these tourists discovering America. It's been so
[0:18:40] Dave @DCBK2LA: Freddie is the best account ever.
[0:18:42] Moni @monitalan: Oh my god. Did you see he's at NASA today? He called the space station. I'm like, I wanna be Freddie. Can you talk to me? Anyway, he's having a blast. It's awesome. I do love that he's not doxxed, and that he has Cristiano's face on his image. So, I mean, even CNN and... I think ABC did a story today about Marlin, the duck from Mexico. And so, yeah, it's been fun watching all these crazy stories. But my favorite, I have to say, I know there's a lot of people here who don't like LinkedIn, but the the goalie from
[0:19:19] Moni @monitalan: Cape Verde.
[0:19:20] Moni @monitalan: Cape Verde was discovered on LinkedIn that they did a DM to him on LinkedIn. Not discovered, but they reached out to him on LinkedIn, and he didn't reply to the DM until, like, nine months later, and here we are. Anyway, just lots of fun. So I'm changing the subject to talk about the
[0:19:38] Dave @DCBK2LA: World Cup. Oh, no. No. No. Don't tell me this right now. Oh my god. Please, no.
[0:19:46] NatNat @Natnatx007: What happened?
[0:19:47] 🍞bcBread🍞 @_bcbread: The Knicks quit. They... They're never playing basketball again. God.
[0:19:51] Dave @DCBK2LA: The Wallchain account was just suspended. No. No. No. They're gonna dance on my grave. I can't afford this. Here,
[0:20:05] Moni @monitalan: when we finally apply for a campaign, it's
[0:20:08] Moni @monitalan: just... No.
[0:20:09] NatNat @Natnatx007: I promise you I promise you, Wendy and I had nothing to do. We did that all week.
[0:20:15] Dave @DCBK2LA: I'm sorry. My bad. I'm hitting buttons. I'm all for... I'm all fucking turned around right now. I'm, like, trying to type in the telegram. Like, Yuri, what's going on? I don't know what's happening. I'm trying to turn the music on.
[0:20:25] Landy @CryptoLandy: You're gonna need a forensic analyst to help you with this one.
[0:20:33] Vibes @BeVibesNFT: Try. Back end.
[0:20:35] Vibes @BeVibesNFT: I'd try.
[0:20:36] NatNat @Natnatx007: Monica, you got an a
[0:20:37] Landy @CryptoLandy: Sorry, Mody. Look. There's a lot of sports analysts that are very happy about, you know, people from other countries visiting America right
[0:20:45] Landy @CryptoLandy: now.
[0:20:46] Dave @DCBK2LA: Do you guys understand? Like, I'm gonna get trolled so... Like, this morning was great. Like, we launched a new campaign. Like, the new price point suggestions went out. Everyone was excited. I just... We just started making a little bit of traction, and then...
[0:21:05] NatNat @Natnatx007: That's because Nikita saw it.
[0:21:08] NatNat @Natnatx007: Probably beats Nikita. But, guys, you're not gonna
[0:21:12] NatNat @Natnatx007: get trolled. Okay. Hold on. Let let... Let's set the tone here. Guys, no one will be trolling Dave about wall chain in... Being a wall chain analyst. Okay? We're not gonna troll him
[0:21:23] NatNat @Natnatx007: on Natalie.
[0:21:24] NatNat @Natnatx007: This blockchain.
[0:21:25] Dave @DCBK2LA: Natalie, stop it.
[0:21:28] NatNat @Natnatx007: I just couldn't help myself. I'm not
[0:21:29] De3ngineer @De3ngineer: Babe, I keep telling you, you can't have your x account... The Wallchain x account connected to Pornhub. It causes problems.
[0:21:38] Dave @DCBK2LA: Well, listen. I... It was just a couple of the... Like, who doesn't watch stepmoms? You know what I mean? Like, I don't know.
[0:21:43] 🍞bcBread🍞 @_bcbread: They're smart followers, bro. Stepmoms are smart followers.
[0:21:46] Dave @DCBK2LA: I was just watching analysts. It might have been the wrong URL.
[0:21:50] Vibes @BeVibesNFT: I just feel that your back's up against the wall here. It's
[0:21:53] NatNat @Natnatx007: the wrong
[0:21:54] Bread @_ToastMalone: With your back up against safe to me. Sounds like
[0:21:57] De3ngineer @De3ngineer: you looked at the analyst wrong.
[0:22:00] Landy @CryptoLandy: You you were searching up the wrong analyst, sir.
[0:22:04] Dave @DCBK2LA: Matt Matt, can you tell that I'm by myself? Like, Allison went out to dinner with her friends.
[0:22:08] NatNat @Natnatx007: Yes. And Coolant time. No.
[0:22:12] NatNat @Natnatx007: Allison, I'm going to text you tonight, and I'm going to tell you everything that David says.
[0:22:18] Dave @DCBK2LA: Let me
[0:22:18] Dave @DCBK2LA: live. My god. Let me live a little bit. My goodness. I can't believe this. What is the deal? This can't be happening right now. Please tell me this is like a
[0:22:28] NatNat @Natnatx007: Oh, no. Your badge is gone.
[0:22:31] Dave @DCBK2LA: Is it?
[0:22:31] NatNat @Natnatx007: It's gone. I don't see it.
[0:22:33] De3ngineer @De3ngineer: Yeah. Once the account is suspended, it raises all the badges.
[0:22:38] Dave @DCBK2LA: Oh, no.
[0:22:42] Dave @DCBK2LA: Wait a minute.
[0:22:42] Moni @monitalan: I still see the badge.
[0:22:43] Landy @CryptoLandy: Stuck as a dog.
[0:22:44] Landy @CryptoLandy: I don't
[0:22:44] Landy @CryptoLandy: know. No. It's gone.... See the badge anymore.
[0:22:46] Dave @DCBK2LA: Oh, the badge
[0:22:47] Dave @DCBK2LA: is gone.
[0:22:48] Dave @DCBK2LA: It's gone.
[0:22:48] Landy @CryptoLandy: You gotta click on his account. You'll see it went away.
[0:22:50] Landy @CryptoLandy: Oh, no.
[0:22:51] Landy @CryptoLandy: They literally they literally nixed it Oh, yeah. Right in the middle of this space....
[0:22:55] Landy @CryptoLandy: $5.05.
[0:22:56] Dave @DCBK2LA: Oh my goodness.
[0:22:58] De3ngineer @De3ngineer: Hey. Hold on. Hold on
[0:22:59] De3ngineer @De3ngineer: a second. There's a dock markets post.
[0:23:03] Dave @DCBK2LA: Well, don't see my brain.
[0:23:05] Landy @CryptoLandy: No. Here, twenty minutes ago. That
[0:23:07] Moni @monitalan: we started No.
[0:23:08] 🍞bcBread🍞 @_bcbread: They just they just they just dropped the CA, guys. Yeah. And it's a pump fun token.
[0:23:16] Moni @monitalan: Oh, no. My god.
[0:23:19] De3ngineer @De3ngineer: Whose account is linked to everything? I think it's Dave.
[0:23:27] De3ngineer @De3ngineer: Sorry, bro. He
[0:23:28] De3ngineer @De3ngineer: walked into it.
[0:23:30] Landy @CryptoLandy: Oh, no. Bro, doc...... Going terrible.
[0:23:34] Dave @DCBK2LA: Yeah. Doc markets... Yeah. You missed that whole thing. We were talking to x factor who we know is in the grease trap right now, and we're just like, yo. Oh, no. No. I was listening. Yeah. Oh, you were. You were. Okay. Yeah. You were here. You were here. Yeah. This... Oh, it's it's even worse when I put in the in the wall chain chat. You know, like, guys, what the fuck happened? Account suspended? And they write back with a question mark. Oh god. Oh, no.
[0:23:54] NatNat @Natnatx007: They did not know. They got
[0:23:56] Dave @DCBK2LA: the from all of them. Yeah. Yuri, I'm a I'm a need this payment. I'm a need this this monthly stipend upfront, bro, because
[0:24:07] Moni @monitalan: But that is the worst part. I think this is the first time Brad and I applied. Maybe we're the.
[0:24:15] Dave @DCBK2LA: You guys are toxic, though. What the hell?
[0:24:18] Bread @_ToastMalone: Wait. I was finally
[0:24:20] 🍞bcBread🍞 @_bcbread: gonna get paid to tweet.
[0:24:21] NatNat @Natnatx007: Oh, so you were the That's a new campaign,
[0:24:24] Moni @monitalan: and the payout is good. And we're like, okay. Let's apply. And here
[0:24:27] NatNat @Natnatx007: we are. So this whole
[0:24:29] Moni @monitalan: I was actually gonna say I was wrong, Dave. Guess I wasn't wrong.
[0:24:33] Dave @DCBK2LA: But then Listen. Hey. Listen. Kate.
[0:24:35] NatNat @Natnatx007: Thinking that it was Landy and I that we talked signal, but common denominator here.
[0:24:39] Dave @DCBK2LA: You were. You you both of you definitely are. Hey, Kate. Hey. Hey, Kate.
[0:24:44] Landy @CryptoLandy: Don't try to pigeonhole the anal.
[0:24:45] Dave @DCBK2LA: Hey, Kate. Kate, man. It's good to see you, bro. I just shot you a cohost, man. Why don't you come on up? Why don't you come hang out? You know? The wolf account is always welcome here, bro. You know? Like, this is this is what it's about. It's about unity across the web three space. We love the wolf account. You know?
[0:25:04] NatNat @Natnatx007: David's probably like, what in the world did I
[0:25:06] Dave @DCBK2LA: No harm, no foul, Cage. You know what mean? Like, it's
[0:25:09] Landy @CryptoLandy: fine. Bits behind there.
[0:25:10] Landy @CryptoLandy: He's just
[0:25:11] Landy @CryptoLandy: gonna troll you. Yeah. Yeah.
[0:25:12] Dave @DCBK2LA: Cage, there's no bad blood here. You know? Also, we're we're we're looking we're looking for potential partners, or I'm looking for potential partners. What do I Poor Dave literally just lost his job on stage here. What the hell? How? I
[0:25:31] NatNat @Natnatx007: feel bad. Like, what what do we do? Do we text Nikita again?
[0:25:35] Dave @DCBK2LA: Do we... If you want it, what do we just You guys remember how hard we... How hard I went when when the freaking aligners kinda got suspended. Was like, Nikita, you don't know what this is. We're solving the biggest problem in web three. You have no idea what you're doing.
[0:25:50] Moni @monitalan: G d 26.
[0:25:52] Dave @DCBK2LA: G d 26.
[0:25:53] Moni @monitalan: David's gonna go
[0:25:54] Moni @monitalan: buy cards up to his face.
[0:25:57] Dave @DCBK2LA: Hey. Listen, Pons. If you're listening, man, listen. I was all just... You know, we were just talking. You know, we were just just grown folks talking. You know what I mean? Scottie, I got a great relation. Scottie. Know You what mean? Scottie, get at me, bro. Like, let me send Scottie the ATC space for a sec. Let me see. Guys, this is... Do you understand this is the life now? Okay? This is my life. Okay? I'm a four hire fucking account out here. Do you understand? I go to the highest bidder. It's how this works. And I live and be... And and I die by all of this shit. Okay? I don't get... If I don't rep somebody, then I don't get paid. Love me or hate me. This is how it works.
[0:26:37] 🍞bcBread🍞 @_bcbread: Yo, bro. You should head up
[0:26:38] 🍞bcBread🍞 @_bcbread: dark markets, bro. They're back.
[0:26:40] Dave @DCBK2LA: You know what? I might at this point. Yo, x factor, if you're in the green, man, hit me up, bro. Like, let
[0:26:45] Dave @DCBK2LA: him go with my
[0:26:46] NatNat @Natnatx007: don't know. Dave the... Dave was with the wall chain account, and the Wallchain account got their account suspended. So now he has no badge.
[0:26:55] Landy @CryptoLandy: Hey. Have you ever thought about maybe transitioning to become a market analyst?
[0:27:04] Dave @DCBK2LA: Funny right now, guys.
[0:27:05] Dave @DCBK2LA: Think you'd be really good at
[0:27:06] Dave @DCBK2LA: it. You could
[0:27:07] Dave @DCBK2LA: definitely sell people on the price
[0:27:09] Dave @DCBK2LA: going up or down. Just listen to me. For Dave only fee. Listen.
[0:27:13] NatNat @Natnatx007: Keep this. Dave, got a I got a nice cold corona you want me to send over to you because
[0:27:17] Dave @DCBK2LA: I Please. Yes. I mean, right now, I'm literally... I'm... I might go to the store while we're on the phone right now and literally go get, like, a six pack of corona and come back and drink myself into a stupor so that by the time Allison gets lost, he's like, oh. Yeah. Yeah. Yeah. I'm I'm like
[0:27:30] Vibes @BeVibesNFT: I'm just hearing partake.
[0:27:32] Vibes @BeVibesNFT: That's all I'm hearing.
[0:27:33] 🍞bcBread🍞 @_bcbread: All joining. I got you, bro. We'll livestream our our
[0:27:36] Dave @DCBK2LA: our Oh. Kidding. And this was so good. I had so... I had I had everything lined up. Right? Like, I negotiated the new wall chain deal. That was gonna be a nice pay... Straight paycheck at the end of the month. I had the... I have my... Obviously, shout out to my boys, Sunny, Dean, Trav that hooked me up. I got the space. We got GMPM sponsorships coming in. It was good. This this was this was 5 figure months on pace, like, chilling. I was good. Ugh. It's never a dull moment. Let me tell you all something. Right? And and real real talk. Like, jokes aside to everybody. Right? Like, this is how the real world works. Right? Like, this is it right here. Right? Like, you can either look back and say, I can either... So here's what I... The choices I have now is I can sit and sulk and be like, oh, no. My god. Or my brain is already working being like, where... What's next? Right? Like, I don't have... Like, you don't have time to think and sulk and do whatever. So if there's a message or or or something to come out of this that's positive, look at, like... And look. I don't know what's gonna happen, obviously. Right? Like, it is what it is, but you have to be able to pivot on a dime. You just have to be able to, like, pivot on a dime and be able to change course and be like, that's it. Like, this is... When you run your own business, this is how it is. Right? Like, I made this choice. I have to live with this choice now. Now it's like, how do I go supplement? You know what I'm saying? Like, the the money that I was making with Wallchain now. Like, I don't I don't know what's gonna happen, but, you know, who knows? Right? But now I have to start thinking that way. So this is what it is. But, obviously, any little bit helps my peeps. If you guys come here every day, you know any projects, please send them my way. They wanna sponsor ATC. They wanna sponsor GMPM. They wanna sponsor Good Timeshare. Whatever it is, put them in touch with me. Let's get cooking. I got I got I got some money I need to make up out here. And, obviously, we know that I'm not trading crypto. That's a that's a fact. No matter how good of an analyst, we have up here regardless, it's not gonna happen.
[0:29:31] NatNat @Natnatx007: How about the stock market? Have you thought about going back to trading the stock market? Because it has been lucrative.
[0:29:36] Dave @DCBK2LA: I know. I might. I'm... I... Genuinely, I might. At this point, I re... Like, I might. I might. I had a little bit of money saved up. I was gonna put that money. Let's see. I was waiting for the Bitcoin 40 k level. You know what I mean? Like... But, obviously, like, I ran peace deal. We pump up to 66, 67,000. Now, of course, not that I'm complaining, but I'm just saying I want it cheaper. But now I think, like, I'm gonna have to, like, reinvest, like, back into myself, and I'm... I think I might have to get back into trading because, yeah, I I can't... It's... There's no way.
[0:30:03] Landy @CryptoLandy: I'm Dave, patient. Dave, patient.
[0:30:05] Landy @CryptoLandy: Think she means, like, do you wanna go back and work on the street again? Because there actually is a lot of jobs right now available for market makers. And I'm not kidding, actually.
[0:30:16] Dave @DCBK2LA: I'm not I'm not kidding. About doing it for... What's it called? For prediction markets. Because I was reading all about it, bro. And as I'm reading, like, people that generally do... Because, Lendi, the majority of people have no idea what market makers actually do. Right? Like, because they're so jaded by, like, crypto market makers in these exchanges thinking that, like, oh, that's what a market maker is. It's not. Right? It's not. No. It's not. It's it's genuinely not even close. So I'm actually thinking about applying and reaching out because, like, you see, like... Right? All the guys that I used to be in the box with, bro, like, every single competitor, Susquehanna, Jefferies. Right? These are guys... These are the people that you're trading against. Right? Like, on these prediction markets that are the ones adding this liquidity. Right? Like, you don't get five percent on... You don't cash out freaking a bazillion dollars on a 5% next bet if Susquehanna is not on the other side providing that liquidity to be able to give you that bet. You understand what I mean? So... And people don't get that. So I think, Lendi, yeah, it's it's something that I've been thinking about for, like, the last, like, week and a half, two weeks as I've been reading more and more about how delusional people are and what they actually think. Like, they're act... Like, who they're trading against and whatnot. But, yeah, I would love to sit on the desk, bro, and be able to freaking make markets. Yep.
[0:31:21] Landy @CryptoLandy: We're gonna just gonna do this live. So do you have licenses still or no?
[0:31:26] Dave @DCBK2LA: I I I gotta check because, like, my cousin my cousin is the founder of Puma Capital. Right? And it's one of the biggest market making shops on Wall Street. And I I don't know if he parked my license there or not. I I I have to I have to look I have to look back. I think he did, but I have no idea. So I might have to do the whole shish take over again, but it would be nice if my series seven, 63, and 55 were still intact. Yeah?
[0:31:50] Landy @CryptoLandy: Yeah. Yeah. Because they're... I mean, the only thing you might... You wouldn't need a you wouldn't need a 57. So... Because market making, you wouldn't even need it. You're not... You don't wanna go back to a desk. So, look, I I can tell you the reason why I know that there's a lot of people looking out there, specifically in New York and some in Chicago, is because a lot of them are prepping for the tokenization of assets on chain. And this is starting to spin out into a wider initiative that will be upcoming. It's not here yet, but it's upcoming. And they want people that can get back in that have previous experience to start working deals too, not just sitting there making markets, not just putting up your market in the morning and, like, all this stuff, but go and make business deals as well because that's a lot of what market makers do. Right? And when you get above the desk, you're making deals to go and actually get business for your market makers to actually work.
[0:32:50] Dave @DCBK2LA: Yeah. The institutional sales guys for sure. But I don't have those... Like, I never had those relation... I I mean, I obviously sat with a lot of the institutional traders, like, sat right next to me when I was on the desk. So, obviously, like, I'm not a stranger to, like, institutional sales. Obviously, that's a grind, but that's a that's a super lucrative business. But, yeah, I... I'd really love
[0:33:09] Landy @CryptoLandy: to do it, though. Your your skill set lends itself to that because you know this industry very, very well.
[0:33:15] Landy @CryptoLandy: Yeah.
[0:33:15] Landy @CryptoLandy: And I'll tell you that I have turned down two very, very good offers mainly because they want me to move back to the city. And I... One, I don't have to do any of it, and you can't pay me enough to move back to New York. Sorry.
[0:33:29] Dave @DCBK2LA: Says the guy in California. That's a little crazy. Yeah. Put me in touch, Lynn.
[0:33:33] Landy @CryptoLandy: The taxes... The... I will try. Look. The big thing is is I I... They're gonna need licenses and references and stuff like that. And if you have that stuff, bro, you're probably... You probably got a seat at the table.
[0:33:46] Dave @DCBK2LA: Yeah. I got... I gotta check. I gotta call my cousin and see what's up. Yeah. I guess we'll see. Damn, man. Damn. Damn. Damn. Yeah. Interesting. Interesting. Interesting. Alright. Let's get let's get into it.
[0:34:00] Moni @monitalan: So are we changing the name of the space to all things capital markets?
[0:34:04] Dave @DCBK2LA: We might. We might. We We might. And capital markets literally covers equities, crypto, prediction markets, perps. I mean, you
[0:34:13] NatNat @Natnatx007: may part of it because the because the x handle is a t c underscore market.
[0:34:20] Dave @DCBK2LA: Oh, yeah. Perfect. So there you go. So we might have to... Listen. What... We... You gotta adjust. When you adjust... You gotta adjust, you gotta adjust. It is what it is. We change with the times, ladies and gentlemen. All things
[0:34:31] Landy @CryptoLandy: Citadel. Dave gets hired by Citadel. Imagine. All things Citadel. Let's go.
[0:34:37] Dave @DCBK2LA: Bro, imagine me having lunch in, like, Ken Griffin's $280,000,000 penthouse on Central Park West on 57th Street. Like, yo. Sign me up, bro.
[0:34:44] Dave @DCBK2LA: I'm proud. Are
[0:34:45] Landy @CryptoLandy: you stopping
[0:34:46] Landy @CryptoLandy: him out there right now?
[0:34:48] 🍞bcBread🍞 @_bcbread: Yeah. What time does he eat lunch, Dave?
[0:34:49] Dave @DCBK2LA: He signed me up. Yeah.
[0:34:52] Landy @CryptoLandy: Is he is he looking for any good analysts?
[0:34:55] Dave @DCBK2LA: Any analysts? I'll I'll let you guys know if he's looking for any good analysts. But... Yeah, man. Guys, if you know any projects looking to hire spaces host, you're looking at like, for people to... Like, they need promo, they need whatever, holler at us. And on the upside, FIFA, France, there was no draw or no tie, which is great today. It was three one France over Senegal, which was probably one of the most entertaining games this entire World Cup. But we don't get we don't get into that. At least people started eating. Where... Where's Ryan now? Because he was like, oh, the tie, the draws. And I was like, alright. Let me put some money on the draw. I don't got money to be gambling over this. It's crazy work. Oh, Iraq and Norway right now are playing. Let's go. Shout out to the Iraqis in the building.
[0:35:40] 🍞bcBread🍞 @_bcbread: Bro, there's there's, like, a 0% chance that Iraq wins that game.
[0:35:45] Dave @DCBK2LA: Wow. But listen, bro. Have... I mean, have you been watching any of these games? Like, what's 0%? There was also a 92% chance that freaking Spain was gonna beat out, like, Cape Verde. But here we are, my boy.
[0:35:56] 🍞bcBread🍞 @_bcbread: Yeah. But that was a draw, though. So, I mean, like
[0:35:58] Dave @DCBK2LA: Alright. Hey. Listen. Alright. It
[0:36:00] Dave @DCBK2LA: doesn't
[0:36:00] Dave @DCBK2LA: a
[0:36:00] 🍞bcBread🍞 @_bcbread: matter of They didn't win. Lose point. They didn't lose, but they didn't win either.
[0:36:03] Dave @DCBK2LA: That's fair.
[0:36:04] Landy @CryptoLandy: Who saw the meme of Baghdad Bob? Baghdad... If you're not familiar with who Baghdad Bob is, you need to go and just look at the history of Baghdad Bob. But there was a meme out there with the Iraqi soccer team just getting getting blown out, and he's... They got they got him and AI going, no. We're winning. We're doing great. We're gonna win the match. We're gonna
[0:36:28] Dave @DCBK2LA: win everything. It was just so good. Damn. Shout out to the Iraqi team. Yeah. There'll be no there'll be no Iraq slander over here. Okay? Shout out to DocNooNoo and Mustafa. That's that's our that's our ATC Iraqi crew. Right? So, much much love to those two. Okay. Natalie, what's the latest out here? SpaceX is now 3,000,000,000,000 since yesterday, still moving up $212 I saw today. Absolutely insane. Elon keeps printing more and more millionaires. What's the deal?
[0:37:00] NatNat @Natnatx007: Yeah. So it it has been a great week so far for, SpaceX, and I think we meant... We touched on it, last night a little bit before we closed out the show. Being that the first unlock isn't until August, I wouldn't rule out some kind of a grind higher or some kind of a move higher prior to, the next leg down. Keep in mind, today was also the first day that Options went live on SpaceX, and it has been completely insane. People poured millions into, 230 calls that expire tomorrow or Friday. It had been go... The tape has been absolutely, absolutely nuts, which in lines with the... Which is in line with the volatility that we've seen today on SpaceX. Right? Because overnight, it did plus 20, opened up at 200, and tried to climb the 20 lev... The two twenty level again. So it's gonna be very interesting to see how it plays out the rest of the week. But it's definitely... If if if you got into two options, it's definitely interesting how the stock market reacted today. Right? Because if you purchase options earlier in the morning when the price was at $2.20 and it nuked to 200, someone's in the red. Right? So it's it's danger... It can be a dangerous, dangerous game, especially when the stock is this volatile. Right? So caution ahead. However, I will add and I will say that, let's say, first unlock does happen for for SpaceX and the price begins to move towards its fair value, I think short position of puts are gonna print very, very nicely. I'm sure Landy can agree, but we do have to wait, for some kind of confirmation of downside because by now, you're just gonna get wrecked on both ends as we saw how it happened today. Right? But the interesting times on the left, man, and I was talking about it earlier on on the space with Kate, the beautiful thing, and I think we talked on this on on ATC as well. It's very beautiful to see a company this big that not only are the insiders making money, but those from below are also making money. Right? The welders that we spoke about, the cleaning individuals that we spoke about, everyone that's, like, involved or, you know, their lives has been changed, and I think this is such a beautiful moment across the board. And and say what you want about Elon. Right? Not a lot of people like him, and I and I and I get it, but the fact that he's changed a lot of people lives for me, speaks volumes. Right? But overall, SpaceX is gonna be very interesting. I I I am still in the camp of it'll find its fair value. And this movement to the upside is is nothing new. Right? We saw when Circle opened up, when Circle IPO, the movement to the upside, similar. When CoreWeave IPO, the movement to the upside was similar. But what happened? Right? After the first unlock, what happened? The stocks fell and found different value. So it's the same thing. It... It's the same thing over and over, and I don't think SpaceX would be left behind. I think it's gonna be the same thing. However, I will add that in time, based on everything that Elon is doing, rumors of him rolling, SpaceX into Tesla, then they have so many different conglomerates and so many, portion of the company... Arms of the companies that I think over time, I can see it valued at possibly $1,010,000,000,000,000 long term over time. But great day for SpaceX, nonetheless. For BTC, I believe it was slightly a little bit higher than it is, right now last... Yesterday when we spoke, but I'm still looking at the same thing. If we start to see closes above 6... I would like to see closes above 65 k. If not, then there's a chance that we close, that that we hit 52 and a half, possibly maybe lower. There is a lot a lot of buildup still down below. Right? The the liquidity continues to to pile up to the downside, and it is similar. And I mentioned this yesterday too. Right? It is similar to the liquidity that was building below when we were at at 82 and a half, 83. When we rejected there, we we we kinda, like, nooped down below 60 because there were a lot of... There was a lot of liquidity at that time, and it's the same setup that I am seeing here. So, again, just because there's liquidity building on doesn't mean it's gonna get there in one candle. Right? Like, we saw previously the price went high before lower, so I wouldn't rule out the price going higher before lower. But as far as my overall consensus, I cannot ignore or deny the amount of liquidity that's building down below. So I think overall, we're we're we're heading down. In terms of level, same as yesterday, right, 65 for me has to hold. If not, I'm looking at 52.5 to 51 and possibly into the fifties. If if 65 does hold, I'm looking at 67 to 69. If we start to break above 70, 72 would be a big, big area, and I believe Landy also mentioned this yesterday. Overall, Bitcoin continues to be a very interesting area. There's been a lot of people on both sides when the four year cycle is over... Is is over with or the bottom is already in. In my opinion, it is not based on just, like, the liquidity levels and based on, you know, where we are in in the cycle. Usually, during Bitcoin's bear market cycle, the prices would drop between 7272%, 77. So I... There has been deeper bear markets down to 83%. I would be shocked if we hit the 83%. For me, 72 is the top range, and that would put us at the 35 k that has been my target, 35 to 25 k. That hasn't changed. I've seen no evidence that the bear... That the the bottom is in. I've also seen no evidence that the the four year cycle is over. So until then, I'll continue just to play it level by level and following the liquidity that's been building down below. Right? One key area to the upside that we've been mentioning, if the if the four year cycle is is if this is the year that the four year cycle is no longer a thing, which I don't think so, but if it is, and I'm wrong, we're prob... We need to see closes above 100 k as I've mentioned before. Right? So, secondly, the areas and the levels remain the same. It's just a matter of now watching the liquidity for me.
[0:43:14] Dave @DCBK2LA: Copy. Yeah. Good stuff, Nat. Good stuff. Oh, Iraq almost just scored. Yeah. Good stuff, Natalie. So, like, the... So the SpaceX calls, like, that that you were mentioning earlier, like like like, in the beginning, right now... So, like, what what does that actually mean now? Like like... And considering, like, the unlocks. Like, can you just repeat? Because for... Like, as I'm paying attention, it's like... So, like, when you say millions and millions of dollars are not pouring in, these guys were buying call options, like, when price was, like, $2.20? Like, what options were they buying? Like, what's the deal?
[0:43:46] NatNat @Natnatx007: Yeah. So they were buying over... They were buying 230 calls and two thirty five calls near term expiration, which is someone's gambling. Right? Because if they bought it when the price was at $2.20 with, expiration being on Friday, they might be slightly on the water on that.
[0:44:05] Dave @DCBK2LA: Got it. You think, where are we at now? Is it $3.3.5... I mean, it's worth more now than Microsoft?
[0:44:12] NatNat @Natnatx007: Yes. It's worth more than Microsoft. Correct. Very interesting.
[0:44:16] Dave @DCBK2LA: Yeah. Very... Gonna be very, very interesting to watch for sure. For sure. If anybody else has anything they wanna add on the SpaceX front or or anything Natalie was chatting about, go for it. If not, I kinda wanna go to Moni's story. Yeah. Lindy, go ahead. Anything you wanna you wanna add? Or
[0:44:31] Landy @CryptoLandy: No. I wanted to say that that was an excellent analysis.
[0:44:38] Landy @CryptoLandy: And 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. Like, that's really it. I mean, then upside is preserved, you know, up to some of the targets that she mentioned. Big thing about, like, even if Bitcoin were to go and take out a $100,000 from here, that does not mean that, cycle is invalid. Remember, there was no cycles because there was never gonna be a bear market. This is a bear market. Alright? So breaking structure was confirmation of an intact cycle. And if it were to change, it doesn't mean that it's irrelevant, right, in terms of timing. Right? So if it's earlier... I mean, we had a new all time high prior to the halving that came in earlier than it.
[0:45:43] Landy @CryptoLandy: You
[0:45:43] Landy @CryptoLandy: know, we'd never seen a new all time high before a halving event. So...
[0:45:48] NatNat @Natnatx007: We've also never had to regularly write candles
[0:45:51] NatNat @Natnatx007: Yeah.
[0:45:52] NatNat @Natnatx007: On the... So Yeah. Very interesting times for BTC, for sure.
[0:45:56] Landy @CryptoLandy: Concerning concerning for for those who are expecting significantly higher prices. One of the big things that I think a lot of the conversation is gonna start revolving around if Bitcoin just plays in a wider range is, oh my god. This is so bearish. And it's like, no. Actually, even if we were to do what altcoins did this past cycle and just make slightly new all time highs and then come back down and then make slightly new all time highs again and not actually break out, that's beautiful trading, and it's beautiful long term accumulation. That's actually what you would wanna see for a healthy, stable, distribution of of long term held tokens, you know, in this case, Bitcoin to new hands. So in the... In this case, you know, that's that's actually more speculative, I think, than than anything else between that and the, four year cycle. There is no data that that, there's gonna be a five to ten year bear market. As it stands right now, there are warning signs that that could potentially be a longer bear when... Whether it's here or later. But that's not come to fruition just like the four year cycle being over has not come to fruition. So, you know, it's just track it day by day, week by week, and learn to identify opportunity for your long term bags when you're in this space. That's really what it comes down to. In regards to SpaceX, interestingly, you you brought up a few really good points about the options. One of the things that I was looking at is midafternoon before close today, there was a ton of short options that came on. So a ton of short OI, and they're in the money right now. So they were taking near term You mean puts? Puts. Yeah. When they... On the short side. So essentially for the audience here, they're they're in the put they're in a put position, but you also had a lot of a lot of people that had shares were were making calls. So I don't know if the... If that's just limiting their their upside exposure in favor of banking a little bit or not. So in the coming weeks with SpaceX, like Matt said, we've seen this a million times before, but we don't know because we've never had this type of a distribution for shares before in terms of unlock schedule, the amount of liquidity that can come online within fifteen days with Nasdaq. There's all kinds of things at play here that you really... It would... If you are interested in SpaceX and you have no exposure, well, one, if you have a retirement account, you're gonna get exposure. But if you have a managed retirement account, I should say, four zero one k pensions, all that good stuff, it's gonna be added to the Nasdaq 100, so you're gonna get exposure to it. But it... It's gonna pay the pay... Maybe pay attention a little bit between that three and six months. Right? Because we're gonna get the unlocks in three months and and then the six months time frame as well. So you wanna pay attention during that time period because a lot of times, it's six months and after that you find the floor, the fair value on the lows for the actual post IPO price of a stock. In this case, because of the aggressive way in which they've they've spread out that the option schedule or the the option schedule, the distribution of share schedule, that it might be one of those very... It might be a a very smooth ride in comparison. Not obviously highly volatile, but in comparison to what we've seen in the past.
[0:49:53] Landy @CryptoLandy: Yeah. A slow drawdown to fair value?
[0:49:56] Landy @CryptoLandy: A slow drawdown to a stable floor is what I'm actually expecting because when you have the the... These... The way in which the... It's gonna hit Nasdaq, Russell, and all of these other, These are long term retirement accounts. They're not buying and selling. Right? They're not churning. So that's just a huge, massive amount of untapped liquidity. And what you're gonna hear is all the crying about revenue and and all of the all of the different earnings per share and, like, all of that. Meanwhile, it will end up finding its base. The same thing happened with Tesla. So if you go back to the early days of Tesla... I'm an early Tesla investor. Everybody was scared. It made a slightly lower low versus IPO price and then just made higher lows from there. And for years and years and years, we're just making higher lows.
[0:50:49] NatNat @Natnatx007: I remember that. I bought Tesla. I bought Tesla many, many, many years ago, but it it was it was volatile for a while, but it it paid off. And it's the thing the thing with Elon companies. Right? I think overall, they might... Short term volatility, yes. But overall, like, he knows what he's doing. These companies go off to do great things.
[0:51:08] Landy @CryptoLandy: But it wasn't like a circle. That's my point. It wasn't like a circle where it went up for three weeks and then literally down to... Into the dirt.
[0:51:15] NatNat @Natnatx007: Correct. It was not.
[0:51:17] Landy @CryptoLandy: I wouldn't expect that with this at all. I would be shocked if we saw anything like that. So just be patient if you are waiting and get a nice cash position ready for when things calm down and we do see the distribution of those shares. Because anybody... No matter what you see on the timeline or in the media that will be negative, you want... Just like when Bitcoin is puking and everyone's freaking out that it's gonna die and go to zero, you wanna have cash on the side in order to, you know, take advantage of the opportunity when it presents itself. That's really... I would say start today if you don't have a plan for that with something like SpaceX.
[0:51:58] NatNat @Natnatx007: Yeah. 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, in my opinion. I'll be
[0:52:08] Landy @CryptoLandy: looking for that there. Yeah. Said I said on on on the Wolfspace earlier, I said I I would like to see a $100. Some are looking for 60 to 70, but I'll take that one. Below a 100. Yeah. I'm good with.
[0:52:21] Landy @CryptoLandy: A $100?
[0:52:23] Landy @CryptoLandy: Anything below a 100 or anything at
[0:52:25] Dave @DCBK2LA: a 100. Way. You think it drops below the market cap of Tesla, bro. There's no way... I mean, I obviously like... It's like, Bitcoin will never drop below a 100 k. Exactly. I hear myself. It's never going below 60. Yeah. I was I was close, though. But you're, like, under a $100, you think? Like, I mean, look, think... But that won't come for some time. There's some that
[0:52:49] Landy @CryptoLandy: are that are... Dave, there's some people pricing this as... And saying, this is fun in my opinion. Personally, I would be shocked if it actually got there, but there's some people looking for, like, 45.
[0:53:00] NatNat @Natnatx007: Oh, no. 35. Don't think so.
[0:53:01] Landy @CryptoLandy: I I don't see that
[0:53:02] Landy @CryptoLandy: at all.
[0:53:03] NatNat @Natnatx007: I don't see that. No.
[0:53:04] Dave @DCBK2LA: I... Yeah. I watched an interview this more... It was CNBC. I think it was his name is David Baron, and he's been investing in SpaceX since, like, 2017. Right? And he's like, we have about 24 to $25,000,000,000 committed to this. And this... He's like, this investment... And he goes, we put another billion in on IPO day. He goes, this is going to make us hundreds of billions of dollars, but, of course, over the next ten years. So the validity here, what I'm trying to say is, you know... Like, there's still big money behind this, but at the end of the day, you don't know where price action can go. Right? Like, it is 1000% plausible, like, to hear... Because these are the guys trading in the trenches every day. So if you're if you're listening to this, you might have a a potential good entry at some point. Check the unlocks like these guys in Gamer was obviously talking about, understand and and and, like, watch kind of the, like, the the the actual... Like, the the the price action on this shit because you genuinely might get a a cheaper entry and a much, much cheaper entry. But you can't you can't see it now. Nobody ever can. Right? But nobody ever saw Bitcoin going a 125,000,
[0:54:06] Dave @DCBK2LA: and nobody ever saw
[0:54:07] Dave @DCBK2LA: it go... Yeah. Okay. Fair. And nobody started going back to sixties, like, to to the sixties and, like, nobody said... It's only a select few that are saying, oh, in the forties. Right? These two up here, but I guess we'll see. You you never know. You're a conspiracy theorist until you're not. So just keep that in mind, man. Keep that in mind. But... Yeah.
[0:54:28] NatNat @Natnatx007: The the the the one IPO that that I'm hoping to get into and one that I'm excited, and that's one I'm I'm okay with breaking my rule for is the Andoril IPO. Landy, for the... Listen listen to me. If you bid all my shit before, we're gonna have a problem. Okay? You gotta let me get in, and then you can do your little bidding and your layering and the lettering and all of that.
[0:54:53] NatNat @Natnatx007: Need to stop.
[0:54:54] NatNat @Natnatx007: But let me get in.
[0:54:55] Landy @CryptoLandy: Would you would you hate it if I used my deliverable shares to do covered calls the whole way up and stall the market? Because you know that I've got shares coming to me. Right? I mean, come on.
[0:55:08] NatNat @Natnatx007: Oh my god.
[0:55:09] Landy @CryptoLandy: Of course, I do. I wouldn't make such a big deal about it. I want more shares. I want all of them.
[0:55:15] NatNat @Natnatx007: You want all the shorts... The shares, and that's the problem. Save some for me too. Listen. Andorel's IPO is gonna be... It's gonna be huge. It's gonna be huge. So leading up to the IPO, I would look at companies that are tied with Androville. Right? Because they partnered with some companies on the equity side prior to to IPO.
[0:55:33] NatNat @Natnatx007: I think the equity side. You did it.
[0:55:38] NatNat @Natnatx007: And so
[0:55:38] NatNat @Natnatx007: I would
[0:55:40] NatNat @Natnatx007: I would pay attention. So one in particular would be, like, Archer. And I believe, Landy and we've mentioned this one a few times on on space. Archer's definitely wanna keep an eye on it because they...
[0:55:50] Dave @DCBK2LA: Archer Aviation, like the Yeah. The ones that are doing, like, the the drones from, like, Europe
[0:55:55] Dave @DCBK2LA: to get... Oh, I love that. Yeah.
[0:55:56] NatNat @Natnatx007: Yeah. Palmer Lucky.
[0:55:59] Dave @DCBK2LA: Yeah. Palmer Lucky. Oh, right. Because that's Anderil. Right?
[0:56:02] NatNat @Natnatx007: Yeah. Yep. He's really good at what he does. So when you partner with these companies.
[0:56:07] Dave @DCBK2LA: Where is Anderrill priced at right now, Nat? Like, where's the market cap for end... Like, 60... Something crazy, like, 60,000,000,000 or something nuts. Like, I mean, low. Like, that's, like, pretty low. No. Considering what Anderrill does, contracts they have, and how integral they are to pretty much the entire defense of The United States.
[0:56:22] Landy @CryptoLandy: Let's put it this way. They shot up so much after the most recent government contract, and there's more coming, that I looked and I was like, secondary is looking pretty good. Do I want... No. No. So... And what I ended up doing on secondary is just buying some of those shares. So thank you. Thank you very much.
[0:56:45] NatNat @Natnatx007: In in terms of the the valuation, right, the latest funding round, according to the latest funding round, they value at 61,000,000,000.
[0:56:53] Dave @DCBK2LA: That's hella cheap, isn't it? Like, I mean, they're... Like They're cheap. That's literally cheap. Yes. It is. When you look at these value......
[0:57:01] Dave @DCBK2LA: IPO excitement.
[0:57:03] Dave @DCBK2LA: Yeah. When you look at, like like... I mean, I get it. SpaceX is a is a a little bit of a different breed, but, like, I'm not putting them on the same par, but you... It's The United... It's like, you're investing in Andoril. You're investing in, like, the United States government. Right? Like, the protection... Like, everything that that we are about. Like, they're creating the tech, like, the future tech for all of this shit. So... Well, let's talk Yeah. Our
[0:57:24] Dave @DCBK2LA: Well, I I was gonna say, just remember that even in times of peace, we still need things that go boom.
[0:57:32] Dave @DCBK2LA: Exactly. Very true. Well, let's talk to our resident energy adviser and defense adviser here. Alpha Gamer
[0:57:41] Landy @CryptoLandy: says Don't skip Moni.
[0:57:42] Dave @DCBK2LA: Oh, wait. Moni's hand is up? Moni, is your hand up? I can't help. No.
[0:57:47] Voice F: Oh. Oh.
[0:57:49] Moni @monitalan: So I don't know why.
[0:57:50] Dave @DCBK2LA: Why did... I don't know why Landy said that. Okay.
[0:57:52] AlphaGamer @AlphaGamer_sats: Go go go ahead, Monique. Go go ahead.
[0:57:54] Landy @CryptoLandy: I I thought I saw
[0:57:56] Moni @monitalan: nothing to contribute to this
[0:57:57] Moni @monitalan: conversation. Sorry.
[0:57:59] Moni @monitalan: Landon. So you guys can
[0:58:01] Landy @CryptoLandy: Landon, leave the Sorry. It's an emoji that's
[0:58:03] Dave @DCBK2LA: Leave the elite leave the elite work to me, sir. Okay? Like I said, let's go to
[0:58:08] Landy @CryptoLandy: Oh, mister, I couldn't see hands the other day.
[0:58:11] Dave @DCBK2LA: Yeah. Listen. She was... You never hand up. She did never hand up. What are you talking about?
[0:58:16] Dave @DCBK2LA: Don't love him.
[0:58:17] Vibes @BeVibesNFT: Well, he did cockpit.
[0:58:18] Vibes @BeVibesNFT: His obsessed with hands being up since because, you know, cockpits.
[0:58:22] Landy @CryptoLandy: Vibes has... Have... Vibes, you just have a smiley face stuck in the corner. Not her laughing crying emoji.
[0:58:28] Dave @DCBK2LA: What was
[0:58:28] NatNat @Natnatx007: it? By the way, while we're arguing about a hinge. Right? I don't know if this is true. We'll have to double check. But Chatterflow, don't know if you guys follow Chatterflow, but they said OpenAI's financials, they have been leaked, and it is showing 21,000,000,000 in losses against 13,000,000,000 in revenue. This is per for... Fortune. So I have to
[0:58:49] Dave @DCBK2LA: do something zero doubt in my mind that those numbers are probably... That's probably underestimating them, if you want my honest opinion. I think, like, Sam Altman has no idea what the hell he's doing at OpenAI. I think they have massive losses on their books that they're probably not even disclosing. And, obviously, as we can tell, Sam Altman is not the most honest guy, so I wouldn't be surprised if they're cooking those books, like, to show even just that. You know what I mean? But that is
[0:59:14] AlphaGamer @AlphaGamer_sats: What? No. He's a he's an honest guy, man.
[0:59:17] AlphaGamer @AlphaGamer_sats: Yeah. You don't turn that
[0:59:18] AlphaGamer @AlphaGamer_sats: nonsense. He's a
[0:59:20] AlphaGamer @AlphaGamer_sats: profit legally. Okay?
[0:59:35] NatNat @Natnatx007: All the annual shares, my friend. Because then we're gonna have a big problem. You're gonna see the LIA surrounding your house.
[0:59:41] Landy @CryptoLandy: I I helped you in the pullback with a l m... ALMU. Alright? So you're welcome. There's opportunity everywhere all
[0:59:49] Landy @CryptoLandy: the time.
[0:59:50] NatNat @Natnatx007: Okay. So don't don't gobble up all the time.
[0:59:52] AlphaGamer @AlphaGamer_sats: And Dave Dave, by the way, speaking about Anderall, I don't know if you if you saw... They were actually one of the sponsors for the UFC two fifty freedom event.
[1:00:04] Dave @DCBK2LA: I did quite see that, actually.
[1:00:07] AlphaGamer @AlphaGamer_sats: Yeah. They were... If you if you look closely, yeah, they were right there on the on the
[1:00:11] Dave @DCBK2LA: You know what I also watched? Gamer two as well? Like, I saw that, like, the FBI foiled the plot to, like like, that there was gonna be, like, some drone attack or something... Landy, something crazy.
[1:00:21] AlphaGamer @AlphaGamer_sats: Yeah. Yeah. I read about that too. Why do that
[1:00:24] Landy @CryptoLandy: Yeah. An entire network is being taken down right now. They caught the one kid because his parents turned him in, But he was part of a much bigger plot that had some suicide drones. It had multiple individuals that were apparently going to do some
[1:00:42] Dave @DCBK2LA: sort of stuff. Into, like, sniper ring. Like, they had sniper's place in... They were gonna have sniper. That's crazy what I what I heard, bro. That's insane. Or just to show you, like... Yeah. This doesn't make the case for Andoril and, like, needing to defend
[1:00:56] AlphaGamer @AlphaGamer_sats: Oh, and by the way, for for everyone that got shares through Robinhood or, you know, whatever platform, check the fine print because if it says on there you can't sell within thirty days
[1:01:08] AlphaGamer @AlphaGamer_sats: and you do sell... You're gonna be...
[1:01:10] AlphaGamer @AlphaGamer_sats: You're gonna have...
[1:01:11] AlphaGamer @AlphaGamer_sats: You're gonna be banned. Yeah. Yeah.
[1:01:13] AlphaGamer @AlphaGamer_sats: You're gonna be banned from all future. So let's say Andoril IPO comes up and you sold your SpaceX before the the cutoff, you're not gonna be able to participate.
[1:01:25] Dave @DCBK2LA: Woah. For real? Wow. That is crazy.
[1:01:31] Landy @CryptoLandy: This is actually a pretty normal
[1:01:34] NatNat @Natnatx007: I was gonna say it
[1:01:35] NatNat @Natnatx007: is normal. Yeah.
[1:01:36] NatNat @Natnatx007: Yes. Hence, the lockup period and the unlock because everyone follows the same rules. Well, with with, SpaceX, it does depend on where you got
[1:01:45] Dave @DCBK2LA: it. Wait a minute.
[1:01:45] Dave @DCBK2LA: Wait a got it for the year unlock. Okay?
[1:01:47] Dave @DCBK2LA: Wait, Nat. So hold on. Are you telling me that, like, when accredited investors... Right? Like, when they do these road shows and these accredited investors put it in their allocations, are you telling me that they can't sell on day one that they're... This only for... Like, this is only for retail. Correct? Like, because we
[1:02:01] NatNat @Natnatx007: They... That's why there's there's this unlock period. The unlock period is is for the institutional investors too.
[1:02:07] AlphaGamer @AlphaGamer_sats: If if if anything, Dave, it's the other way around. Because they are regulated, like, the hammer will get dropped on them for for breaking the rules. Interesting.
[1:02:19] Landy @CryptoLandy: Yeah. You can't... So so for SpaceX IPO, for instance, I I don't have an unlock for... I don't even get in on the initial unlock for shares. I think I don't have deliverable until q three reporting. And then... So what I did is I actually bought some on Friday in the hopes that I could get some some cover call action in just to get some skin in the game and then get some more liquidity to throw the put side when there is unlocks coming up because of the way that I basket my my funds for different things. So but the the retail side, if you go to a broker and you... Even, like, for Circle, if you sold within thirty days, they're not gonna let you buy into any other IPOs. Correct.
[1:03:14] Dave @DCBK2LA: Interesting. Okay. I did not know that, actually. I did not know that. Wow.
[1:03:19] NatNat @Natnatx007: And by the way, for... Speaking of IPOs, I don't know if you guys saw, but Anthropic, their projecting valuation is also a trillion, and they are targeting October.
[1:03:30] Dave @DCBK2LA: October? Oh.
[1:03:32] Moni @monitalan: Not if they don't resolve for the US government. Oh.
[1:03:35] NatNat @Natnatx007: That is
[1:03:35] Dave @DCBK2LA: True. Yeah. True. True. Also, I did wanna bring up... I do wanna ask you guys. So we saw the the cursor news today too. Right? Like, I've never seen a company go public and this fast announce an acquisition, which is the biggest software acquisition literally ever made for $60,000,000,000, and it's all in SpaceX stock. It's an all stock deal. So all Cursor shareholders are gonna receive SpaceX, which is very nice, obviously. But... Yeah. I mean
[1:04:03] AlphaGamer @AlphaGamer_sats: Congrats to SPF, to John Scott.
[1:04:05] Dave @DCBK2LA: Dude, I'm telling you, bro. I... What did I say? He literally he literally invested 200,000 back in this, like, four, five years ago. This man is the smartest investor ever. He's just a little bit retarded when
[1:04:18] Dave @DCBK2LA: it comes to whose money he's smartest investor with
[1:04:21] Dave @DCBK2LA: other people. So... Hence, guys, listen. I've been... Obviously, SPF follows me now. Okay? So I'm a need you guys to trust me, bro.
[1:04:29] Dave @DCBK2LA: Oh, hell. Shut up, bro.
[1:04:31] Dave @DCBK2LA: Shut up. I'm a need you all to trust me, bro. Oh, god. Listen. Okay? He's giving me the calls from from prison, and he's saying, if you got other people's money, that's when I do my best work. And I'm like, alright. Cool. I'll see how much money I could raise. Let me just talk to my people. So Puppet, Wonder Woman, Monie, D engineer, bread, gamer, Milo, I'm gonna need... Bro, I know you... You're sitting on millions, Milo. Like, I'm
[1:04:55] Dave @DCBK2LA: gonna need
[1:04:56] 🍞bcBread🍞 @_bcbread: I will contribute the the $250 for four post the Wallchain's gonna be paying me once they get back to me.
[1:05:02] Dave @DCBK2LA: It's on call for. It's on call for right now. The wound is still fresh.
[1:05:04] 🍞bcBread🍞 @_bcbread: It's going straight to you, bro. You and you and SPF.
[1:05:07] Dave @DCBK2LA: Okay. That's fair. I don't even know if there's gonna be any campaigns. I don't know what's going on.
[1:05:10] Landy @CryptoLandy: I heard that SPF is invested to its Wallchain now. So, apparently, when
[1:05:15] Landy @CryptoLandy: he works
[1:05:16] Landy @CryptoLandy: out, him
[1:05:17] Dave @DCBK2LA: he will What? Hear
[1:05:19] Voice F: Stop that, dude. I'm dumping.
[1:05:20] Dave @DCBK2LA: Stop it. That's how slander gets started. That's what makes... As if my job wasn't difficult enough. Let's say what's up to Milo, my favorite quant. Milo, what's up?
[1:05:30] Milo @0dteSPY: Okay. Hello, everyone. I just need to add one thing. I actually have a Robinhood account so I can flip IPO shares because you're not banned. You catch a thirty day, maybe. You catch a sixty day, maybe. That's it. I... The hood is degenerate as all hell. They're gonna give you shares. It is what it is.
[1:05:51] Dave @DCBK2LA: And
[1:05:52] Landy @CryptoLandy: there every... My my point behind that is it's every single brokerage firm.
[1:05:56] Dave @DCBK2LA: But they don't ban you is what Milo is what you're saying. Right? Like, what to Lenny's saying, like, you're, they were You're
[1:06:01] Milo @0dteSPY: not banned.
[1:06:02] Landy @CryptoLandy: You still have an account, but you can't participate in new IPs.
[1:06:05] AlphaGamer @AlphaGamer_sats: You're... You... Right. You just can't participate in any
[1:06:08] Dave @DCBK2LA: For thirty to sixty days. Yeah. That's all. Oh oh, I thought it was, permanent. When you say banned, it's like, you know
[1:06:15] Dave @DCBK2LA: Your ban Walletian
[1:06:16] Landy @CryptoLandy: account suspended. It's like, no. No. No. No. Get it back. Right? You know? But, like, this is like, oh, my low account suspended. It's like, nah. Just like a
[1:06:23] Landy @CryptoLandy: 30 No.
[1:06:24] Landy @CryptoLandy: No. No. No. You get... So, basically, you can't participate in the pre IPO stuff. They lock you out of new IPO on on day one, but you can get in later. Yeah. Like, once the shares... It's it's not... No. It's just... It's like if you were retail and you bought in, I think it's within... It's between day one and day 15 or something. You gotta go look at the fine print. Each broker is gonna be a little bit different, but it's because of different rules from the SEC.
[1:06:56] Dave @DCBK2LA: Alright. Well, hold on. We gotta we gotta bone to pick on Milo real quick. Milo, I didn't see... After the ranger voodoo whatever thing, like, I didn't see any posts. So what is this? Were you lying to us? Like, what? Didn't see anything on your timeline. What's the deal? What? Oh, called you up. I'm fine.
[1:07:11] NatNat @Natnatx007: He was so drunk. He forgot to upload it, but you did it. Right, Milo?
[1:07:15] Milo @0dteSPY: I I did all kinds of stuff. I did all kinds of stuff. One of these days, I'm
[1:07:21] Milo @0dteSPY: just gonna open a space talking trash about my time
[1:07:23] Milo @0dteSPY: in New Orleans. You guys can
[1:07:25] Milo @0dteSPY: just come in and listen.
[1:07:26] Dave @DCBK2LA: Yeah. Yeah, bro. Sign me up. Can I cohost? Bro, like, I'm I'm so down for that. Like, let's go. Are you kidding?
[1:07:33] Landy @CryptoLandy: Let's do it.
[1:07:34] Dave @DCBK2LA: Yeah. Are you kidding me? And then we'll even get the puppet in there. We got the department of defense. We'll get gamer in there, the department of energy. We'll have the entire, like, US government, bro, our special forces. You guys can host your own UFC event on the South Lawn of, you know, Milo's Florida state. You know what I'm saying? Like, in the Everglades somewhere.
[1:07:52] NatNat @Natnatx007: I can I can meet you halfway because I did, I did physical training with the marines back in the day?
[1:07:59] NatNat @Natnatx007: Thank you. I got
[1:08:00] NatNat @Natnatx007: you halfway.
[1:08:00] 🍞bcBread🍞 @_bcbread: Yeah. I'll join too. I was You're
[1:08:03] Dave @DCBK2LA: You're a Natalie was I'm so... No. I'm influencer fight league.
[1:08:08] NatNat @Natnatx007: Hold on, gamer. Hold
[1:08:09] NatNat @Natnatx007: on. Hold on. Didn't George influence or fight league?
[1:08:15] NatNat @Natnatx007: That was actually in in America, David. That was in Pennsylvania, actually. My sergeant... You guys can look this up. My sergeant's name back in the day was sergeant Panas. Right? He would always scream at us, and it... I felt so bad. One day, I arrived late, and everyone had to do push ups on me. And I just felt like the worst person in the world when you have the sergeant screaming at your face, you gotta just start doing the push ups. I'm like, oh my god. I'll never leave again.
[1:08:39] Dave @DCBK2LA: You're serious.
[1:08:39] NatNat @Natnatx007: I am so serious.
[1:08:40] Dave @DCBK2LA: Oh my god. What the hell?
[1:08:42] Landy @CryptoLandy: Did drill in Pennsylvania? Yes.
[1:08:45] Landy @CryptoLandy: I did. What? My god, Ned.
[1:08:49] Landy @CryptoLandy: It's such a small world, and you're definitely not 25 with
[1:08:52] Landy @CryptoLandy: the name
[1:08:53] Landy @CryptoLandy: you just
[1:08:53] NatNat @Natnatx007: mentioned. So I
[1:08:54] AlphaGamer @AlphaGamer_sats: I was gonna say, you know, was like, for someone who's twenty five
[1:08:58] NatNat @Natnatx007: twenty five forever, and that's the
[1:09:00] NatNat @Natnatx007: story I'm sticking to. To.
[1:09:01] Dave @DCBK2LA: And Landy's not your husband. Of course. Of course.
[1:09:04] Dave @DCBK2LA: Deary,
[1:09:04] Dave @DCBK2LA: dear. Uh-huh. 100%. Deary.
[1:09:07] Dave @DCBK2LA: It's funny how you guys are reacting to each other's things. And you're like, oh, no way. Meanwhile, like, you mother... You have
[1:09:12] NatNat @Natnatx007: that stuff. Can you shut the face down?
[1:09:22] Dave @DCBK2LA: Ay. Ay. Ay. Ay. You guys are too good. Oh, Iraq, with a chance. Goal. Goal. Goal. Goal.
[1:09:43] NatNat @Natnatx007: He has a lot of money tied to this.
[1:09:47] AlphaGamer @AlphaGamer_sats: You think? No. I think he got, like, $10 tied
[1:09:49] Dave @DCBK2LA: to game. Goal. Goal. Goal. Another tie game so far. Gotta love it. But this one's exciting, man. I love seeing a match. I love seeing the underdogs, bro. Nobody's given Iraq a chance, bro. The Nordics were favored, like, I think it was, like, 85, 86%, bro. Nobody gave these Iraqis a chance. Look at this. Beautiful cross right into the box and bing. Oh god. That was beautiful. Beautiful.
[1:10:16] Landy @CryptoLandy: And I'm like, If they didn't have to stop the game every freaking thirty seconds, I would actually watch.
[1:10:24] Dave @DCBK2LA: Bro, this is... Listen. They need to hydrate. Hydration breaks are important. Okay?
[1:10:28] Dave @DCBK2LA: Mhmm.
[1:10:31] Dave @DCBK2LA: Let's go.
[1:10:32] NatNat @Natnatx007: Pay for commercial.
[1:10:33] Dave @DCBK2LA: Let's go. Love that. Yeah. College Street, Polymarket, if you guys are listening, we're obviously always looking for sponsors on all things capital markets. That includes all things capital and prediction. Should we call it ATCP? All Things Capital and Prediction Markets? I don't I don't know who I'm
[1:10:51] AlphaGamer @AlphaGamer_sats: Where... Where's Brad's prediction market?
[1:10:53] 🍞bcBread🍞 @_bcbread: Yeah. Where's Brad at, bro?
[1:10:54] Dave @DCBK2LA: He's too busy trying to sue the dock markets. Oh, you are? Yeah. He's filling up.
[1:10:57] 🍞bcBread🍞 @_bcbread: Oh, yeah. That's right. Yeah. No. I'm fighting dock markets right now. But once I... Once that fight's over, like, yeah, we'll come fight... I'll come fight over there.
[1:11:03] Dave @DCBK2LA: Yeah. Yeah. Exactly. Let's see.
[1:11:05] 🍞bcBread🍞 @_bcbread: I'll fight in Kalashi too because, like, they're just doing two, bro. Like, may... Like, I... Focus on Polymarket maybe. Right.
[1:11:12] Landy @CryptoLandy: You literally have a website that you could launch called Where the Bread At, and it could be where all the liquidity is for each one of the prediction markets. And I would totally use that.
[1:11:25] Landy @CryptoLandy: Like, where
[1:11:26] NatNat @Natnatx007: the bread at? That's actually really smart and very catchy.
[1:11:30] 🍞bcBread🍞 @_bcbread: Yeah. I could spin that up, like, tonight, dog. Like, I would have
[1:11:33] 🍞bcBread🍞 @_bcbread: all that shit set up.
[1:11:35] NatNat @Natnatx007: So now that you guys have funding, okay, now that g p n has money, when g m p n badges?
[1:11:42] Dave @DCBK2LA: Yeah. Yeah. Still out. We don't got we don't got that we don't got that kind of money. Alright, brother?
[1:11:48] Landy @CryptoLandy: $4 a month, actually. You
[1:11:50] Dave @DCBK2LA: wanna know something? That would... Like, we... Like, that's actually... Like, that would be, like, probably a really good investment if I'm being honest. Maybe on our next on our next sponsor. Well, I mean, we are
[1:12:00] AlphaGamer @AlphaGamer_sats: Oh, yeah. Where's that voice poll?
[1:12:02] Dave @DCBK2LA: What we... Yo. Leave... Chill out, bro. Okay? Like, we... I gotta try and get them to come back and pay pay me. Alright? It is what it is.
[1:12:10] Landy @CryptoLandy: Bro, I forgot all about that. How are you gonna bring that up? I forgot all about it.
[1:12:14] AlphaGamer @AlphaGamer_sats: Crazy. Yeah. Last time... Because because they're like, oh, we we could all make easy money on this. Wasn't.
[1:12:20] Landy @CryptoLandy: Just Holy crap. Wow.
[1:12:21] Dave @DCBK2LA: Look at you.
[1:12:22] Voice F: Yeah. I'm like, what what happened that?
[1:12:23] Dave @DCBK2LA: It was a lurky two point o.
[1:12:25] Dave @DCBK2LA: You guys are ridiculous. You guys are trying to get paid right now. Listen. As of right now, it's only How
[1:12:29] AlphaGamer @AlphaGamer_sats: many years how many years we've been working for freaking out?
[1:12:32] NatNat @Natnatx007: Alpha game. I was trying to put us onto some badges, and you just come in and change the whole conversation. Back to badges. What were you saying that we're gonna get them when, David?
[1:12:40] AlphaGamer @AlphaGamer_sats: Oh, my bad. My my ADD is really bad today. My my bad.
[1:12:44] AlphaGamer @AlphaGamer_sats: My bad.
[1:12:45] AlphaGamer @AlphaGamer_sats: You're stuffing up for that.
[1:12:49] Dave @DCBK2LA: Wait a minute. Let me just check something here real quick. Does Landy still have the goxie... Oh, Landy still goxie media up. You know? Moni's got... Man, y'all got billions. Nat, we're on Lonely Island, man. It's just gonna be me, you, and Brett. You know? Gamer, obviously. I can't even tag Gamer in photos. You know what I'm saying? So, like, he's not gonna wear a badge.
[1:13:06] NatNat @Natnatx007: Can't even tag Cole on anything either.
[1:13:08] Vibes @BeVibesNFT: Does your intern not get a badge?
[1:13:10] Dave @DCBK2LA: Yeah. What?
[1:13:11] Landy @CryptoLandy: Can I can I accept more than one?
[1:13:13] AlphaGamer @AlphaGamer_sats: I'll wear a badge.
[1:13:14] Landy @CryptoLandy: Can I accept more than one and just, like, change them on on each occasion?
[1:13:18] Dave @DCBK2LA: No. No. I mean No.
[1:13:20] Vibes @BeVibesNFT: You have to give them to someone else.
[1:13:22] Dave @DCBK2LA: You can alternate. I mean, yeah, you you can alternate a little bit if you want. What is this? My x payment and my $3.20. Oh my... I need to.
[1:13:30] Moni @monitalan: I thought that you could do more than one badge. So you could
[1:13:33] Dave @DCBK2LA: Only one badge. You cannot do multiple. Nope.
[1:13:36] AlphaGamer @AlphaGamer_sats: Yeah. You could only wear
[1:13:37] Dave @DCBK2LA: one affiliate at a time. Go. Go.
[1:13:41] Vibes @BeVibesNFT: One badge.. No.
[1:13:45] Dave @DCBK2LA: The Nordic.
[1:13:45] AlphaGamer @AlphaGamer_sats: Oh my god, dude.
[1:13:46] AlphaGamer @AlphaGamer_sats: Two one. Wow.
[1:13:48] AlphaGamer @AlphaGamer_sats: None of us have money on
[1:13:50] AlphaGamer @AlphaGamer_sats: that game. What the hell?
[1:13:50] Bread @_ToastMalone: Two one who?
[1:13:51] Dave @DCBK2LA: Two one who? One Norway. Oh,
[1:13:53] 🍞bcBread🍞 @_bcbread: yeah. That's what I thought.
[1:13:54] Dave @DCBK2LA: What did bucket? What what did... Hey. Yo. Kill out with the. What did what did bucket predict on this game, bro? Let me hear that.
[1:14:00] 🍞bcBread🍞 @_bcbread: It predicted, yeah, Norway to win two nothing. So, like, we lost the, lost the total, but, like, as long as Norway wins, like, they will. Like, yeah, we're all good.
[1:14:11] Dave @DCBK2LA: Oh my god. What a terrible goal. Two one. It literally... Like, the Iraqi player was throwing it back to his goalie, and the the the the Norway player literally just chased it down. It was like this rinky dink pass. Goalie hit it. It hit off the Nordic player and went in their own goal. Oh my goodness. Terrible.
[1:14:30] Vibes @BeVibesNFT: What if that is a win keeping pass?
[1:14:34] Dave @DCBK2LA: So terrible. That's so sad. The Iraqis were so close. You know? But you never know. It's a long game. It's two halves. You know what I'm saying? I got... I'm sorry. Did the Nick
[1:14:45] Dave @DCBK2LA: did the Nicks win?
[1:14:46] Dave @DCBK2LA: You better shut up, bro. You better shut up right now to do the Nicks win.
[1:14:49] Moni @monitalan: I love reading the chat on that. So I do have The US app for Polymarket. And the other day, somebody's like, all these Polymarket people don't understand patience when it comes
[1:15:00] Moni @monitalan: to soccer.
[1:15:01] Dave @DCBK2LA: Zero, Moni. I saw what you posted, by the way, Moni, where it was, like, no live games or nothing. Like like, what's that?
[1:15:08] Moni @monitalan: Oh my god. It's happened three times that the app crashes
[1:15:11] Moni @monitalan: in the game. Cute.
[1:15:12] Moni @monitalan: And I'm like, at least call it a beta. Like, say... But they sent me a $100 the first time. I'm waiting for $200.
[1:15:21] Dave @DCBK2LA: Damn. Yo. I gotta start tweeting about this crap. What the hell? $100.
[1:15:27] Moni @monitalan: So... Yeah. Anyway, I was like, oh, thank you. So, anyway, they're not sending me any more money, but the
[1:15:34] Dave @DCBK2LA: app is Wait. Can you just let me know when it crashes so that I can tweet something out also so that I can get free money?
[1:15:40] Moni @monitalan: I think it goes to the app.
[1:15:42] Moni @monitalan: Yeah. You see the app. Of course.
[1:15:44] Moni @monitalan: Okay. I will let you know. I will let you know.
[1:15:47] Dave @DCBK2LA: Let's go. Oh, the Iraqis pushing. Here we go. Here we go. Oh, no. Oh, no.
[1:15:55] 🍞bcBread🍞 @_bcbread: Yeah. I bet you those Iraqis could beat the Knicks.
[1:15:57] Dave @DCBK2LA: Wait. Shut up, bro. Yeah. Yeah. The Knicks. Do you guys... Can I ask you guys a serious question, though, too? Do you guys cheer for World Cup differently than you cheer for, like, basketball? Like, I make different sounds when I watch soccer than
[1:16:14] NatNat @Natnatx007: I cheer in Spanish for the World Cup.
[1:16:16] Dave @DCBK2LA: You do?
[1:16:17] Dave @DCBK2LA: Yeah.
[1:16:17] Dave @DCBK2LA: Okay. Me too. It's it's... Yeah. For me, I'm just like... I I channel, like, my inner dad because, like, I obviously used to watch all the World Cups, like, you know, when I was growing up. It was like I was watching it with my dad. And I mirror and I mimic my dad. I'm like, oh, oh, yo. Oh, Oh, yo. And it's like, like, Allison was listening to me. She was just like, who is that? Like, who, like, who who is that person? Like, I I... We watched the nickname the other day. You didn't sound anything like that. And I'm like, yeah. I don't I don't really know. I can't... It's like a phenomenon that I can't really explain anyone. Like, so now you're yelling at the TV, like, in Spanish?
[1:16:57] NatNat @Natnatx007: Yes. But I'm not making no sound.
[1:16:59] 🍞bcBread🍞 @_bcbread: Oh, it really depends how much money I have on the game is the degree of sounds that I start to make.
[1:17:06] Landy @CryptoLandy: Do you wanna hear me cheering for World Cup?
[1:17:08] Dave @DCBK2LA: You're gonna say... So you're gonna make some stupid prediction market analyst joke right now. I know it.
[1:17:13] Landy @CryptoLandy: No. No. No. This is how I cheer for the World Cup.
[1:17:17] Dave @DCBK2LA: Nailed it. Yeah. Settle down.
[1:17:20] Dave @DCBK2LA: Yeah. Exactly. Sim it down, bro. What the hell?
[1:17:23] NatNat @Natnatx007: You guys are so Ridiculous. But I usually just say, go. You know what I mean? Mean? Nothing to, like, over the top.
[1:17:35] Dave @DCBK2LA: It's like, we we
[1:17:39] Dave @DCBK2LA: we. Exactly.
[1:17:40] Landy @CryptoLandy: Yo. You sound like 90% of my wife's family right now. Holy crap.
[1:17:44] Moni @monitalan: Are you gonna be fining him for those?
[1:17:47] Dave @DCBK2LA: No. No. Yeah. Fine. The other languages don't count. Okay? They they do not count.
[1:17:53] NatNat @Natnatx007: Says who? Who?
[1:17:54] Dave @DCBK2LA: What do you mean, say to me? It says me. The whole... The elite Dave, just
[1:17:58] Landy @CryptoLandy: so you know, I could hear my wife laughing downstairs all
[1:18:02] Landy @CryptoLandy: the way through the house when he just did that.
[1:18:07] Dave @DCBK2LA: I love yell... Sometimes I just make random shit up too. Or I'm just like, I speak like ran... It's not Spanish. It's just... It sounds Spanish because it's like... But it's hella racist, so I'm not gonna I'm not gonna do that. Oh. Oh. Oh, weak.
[1:18:20] Landy @CryptoLandy: Yep. That's... Yeah. Now we know now we know. It sounds kinda like you're you're auditioning for a specific video genre where the video may or may not be anal.
[1:18:31] NatNat @Natnatx007: They're gonna be fans.
[1:18:32] Dave @DCBK2LA: Call you. Oh.
[1:18:35] Landy @CryptoLandy: Yeah. This sounds like the analyst audition right here.
[1:18:39] Landy @CryptoLandy: A handball. My attempt.
[1:18:41] Landy @CryptoLandy: Oh, yeah. It's definitely a handball.
[1:18:43] Dave @DCBK2LA: That's a that's a that's a handball. That's a handball, but that's a penalty. Wait. Wait. Wait. Hold
[1:18:49] Landy @CryptoLandy: on. You gotta get control
[1:18:50] Dave @DCBK2LA: of him. Hit. Oh, no. That's not a handball. Wait. Is it? Nope. That's not a handball. It's not a handball.
[1:18:59] AlphaGamer @AlphaGamer_sats: Well, you don't know if it's
[1:19:00] Dave @DCBK2LA: a hand. Not a not a handball.
[1:19:01] Dave @DCBK2LA: Interesting. But they got a corner kick coming up, so I guess we'll we'll see.
[1:19:05] Landy @CryptoLandy: This is very informative. Yeah. It's almost like I'm there.
[1:19:08] Dave @DCBK2LA: Yeah. Damian, if you... If you've messed up the flow of my show, I'm gonna kill you. But what's up, bro?
[1:19:15] Damian 🧸 @Damian__web: Yo. Yo, Jim. Jim, everyone. No. I... I'm not I'm not yet to, like, mess up the floor. Though, I just wanted to, like, say that my bits are, like, call me pretty, pretty nice on, you know, Iraq and Norway because I actually, like, I played Iraq, I think, over 0.5 in first half.
[1:19:40] Damian 🧸 @Damian__web: K. So that That's good.
[1:19:42] Damian 🧸 @Damian__web: That one is done. And, also, I played Norway, short on targets, like, over 2.5. I think that's also, like, done already. Yeah. I'm just trying to, like, checking up.
[1:19:54] Damian 🧸 @Damian__web: Where? On Polymarket?
[1:19:55] Damian 🧸 @Damian__web: See the stars.
[1:19:57] Damian 🧸 @Damian__web: No. No. No. Tochi. Tochi Beds.
[1:19:59] Damian 🧸 @Damian__web: Oh, in Tochi Beds.
[1:20:00] Damian 🧸 @Damian__web: On Polymarket.
[1:20:01] Damian 🧸 @Damian__web: Yeah. I I I I I
[1:20:03] Voice J: send it. Yeah.
[1:20:04] Dave @DCBK2LA: Yeah. Tochi doesn't sponsor us, bro. We we need Tochi to sponsor us. Can you can you put in a... What's it called for us? Can you let Tochi know that we're we're open to sponsorship?
[1:20:13] Damian 🧸 @Damian__web: Yeah. Maybe I should tag. I I I don't have it. Like, enough Yeah.
[1:20:17] 🍞bcBread🍞 @_bcbread: Head up, on. Head up press and tell them I sent you.
[1:20:20] Dave @DCBK2LA: No. No. Don't... Definitely don't do that. Don't don't ever do any of that. But can... Alright. Everybody listen up. I need everybody in the audience right now, okay, and everybody on stage to... In the comments, I need y'all to tag Toshibets and then tag ATC and essentially say that they need to sponsor this show because this is what we do. Yo, Toshibets. When sponsorship, bro? Toshibets. We looking we looking for a sugar daddy. Sugar daddy.
[1:20:55] Damian 🧸 @Damian__web: Do... I actually played, synagogue match, but I don't know. Synagogue was just playing trash and full stuff. They ended up, like, cutting the bits. But I think this Iraq match has, you know, come, like, middle for it. So I'm... I'm waiting to see how I play with Argentina. Good.
[1:21:19] Dave @DCBK2LA: Let's go. Oh, Bootywax is here also, Nat. Shout out to Bootywax and the whole SEAL crew. Let's go. Shout out Bootywax. What up? I saw him in the comments, though. He left. Shout out to Shaqsi. Yo. Dillo, what up, baby? I see Dillo in the building. Shiv, what's good? Good to see you. AMG, my boy. What up? TTF, good to see you. Nifty, what up? Good to see you as well. FalcoFi AMP, what's good? TruMedia's in the building. Let's go. What up, TruMedia? Love it. Love it. Love it. Welcome to everybody else. CMB, I've been seeing you here more often. I'm a shoot you a follow even though you don't follow me. Jesse Rojas. Welcome, Jesse. Let's go. Yo. Yo.
[1:21:59] AlphaGamer @AlphaGamer_sats: I'm pulling... I'm trimming a little profit off of SpaceX here, Landy. Matt.
[1:22:05] Landy @CryptoLandy: What's up? Wait. Right here?
[1:22:08] AlphaGamer @AlphaGamer_sats: Yeah. I'm I'm gonna trim a little bit here.
[1:22:10] AlphaGamer @AlphaGamer_sats: What are
[1:22:10] Landy @CryptoLandy: you trimming? The short side or the long side?
[1:22:14] AlphaGamer @AlphaGamer_sats: The long side.... Short, bro. Yeah. I'm I'm not gonna be starting to see it.
[1:22:19] Landy @CryptoLandy: I'm not gonna be short the duration, because I...
[1:22:21] AlphaGamer @AlphaGamer_sats: Throw... It's starting to roll over on the short intraday, so I'm like, I better secure my profits.
[1:22:27] Landy @CryptoLandy: It's it's getting to the point where I think that we have to be very, very careful if we're playing it because I I already closed out some of that short position off of the the under 200 as we're coming into post market. So you're trading post market right now. You've got, what, forty... Thirty minutes?
[1:22:54] AlphaGamer @AlphaGamer_sats: I'm on the fifteen minute.
[1:22:56] Dave @DCBK2LA: Wait, boys. I'm sorry to interrupt. Hold on a second. Bread, are you kidding? Dock markets launched a token? Shut up. Yeah. Oh, yeah, dude. No. I mentioned that a while ago. I'm pumped. Bro. And
[1:23:07] NatNat @Natnatx007: it's You're kidding. Is that real?
[1:23:09] 🍞bcBread🍞 @_bcbread: It's... Yeah. It's real. And it's down 94%, bro.
[1:23:13] Moni @monitalan: Like They need
[1:23:14] Moni @monitalan: to pay bread.
[1:23:15] Dave @DCBK2LA: God. Brent, how much are you charging them, bro? Like, how much do they gotta raise? Like, what's the deal?
[1:23:20] 🍞bcBread🍞 @_bcbread: Bro, like like, literally, it's an amount that, like, obviously, I wasn't even gonna ever bother with trying to get, and I wasn't losing sleep over it. But, like, if they're gonna go ahead and launch a product and shit, it's like, yo, dude. Like, you know, you got money for that. Like, pay your boy.
[1:23:35] Dave @DCBK2LA: Wait. Does it confirm that that's the team that actually launched the token? Did they say they launched the token? Yeah. Yeah. Yeah. It was up. A tweet about it. Goodness, bro.
[1:23:45] 🍞bcBread🍞 @_bcbread: Yep. They launched it on pump. And, yeah, it's down just horribly. The initial liquidity pool was, like, 7 k, and now it's down to, like, 2.7 k
[1:23:54] Dave @DCBK2LA: god, bro. Some... That's crazy work.
[1:23:57] Landy @CryptoLandy: Look at those 52 wallets.
[1:24:00] 🍞bcBread🍞 @_bcbread: You know what? Having been here, for some time now, I'm pretty sure the next move is going to say that the account was hacked. I'm just gonna, you know, claim that now. Pretty sure those are the next steps in this progression.
[1:24:14] Dave @DCBK2LA: I mean, that's pretty much the playbook. Yeah. That's kinda how it goes. It's like, oh my god. Our account was hacked. No way. We would never launch a token. What the hell is this? Yeah. Expect, like, a a... Now we're gonna get a tweet from the Zyber account. Be like, hey, guys. Guess what? We're... Now that we've we've done this, guess what? We're back. Unboom.
[1:24:31] 🍞bcBread🍞 @_bcbread: Do not interact with this account. Blah blah blah. It might be compromised. We would never do that because we're honest, people who aren't doxxed in the space.
[1:24:40] NatNat @Natnatx007: I think they deleted all of the recent posts that they did, though, because I... The most recent one I see is from February.
[1:24:47] 🍞bcBread🍞 @_bcbread: Oh, dock markets or Zyber?
[1:24:50] Landy @CryptoLandy: Dock markets. Yo. This is
[1:24:52] Landy @CryptoLandy: the poor Olympics over here. This thing only made it to fifty one three.
[1:24:55] Dave @DCBK2LA: What in the world? Like, what are we doing out here? $50,000 mark. Listen. I... Take it from me. Like, if... Even $50 is not easy to get to, but, like, come on. What what are we doing out here?
[1:25:06] Landy @CryptoLandy: It wasn't an equal weighted pool, mean. Yeah. They did. They deleted all their tweets from today, bro.
[1:25:12] 🍞bcBread🍞 @_bcbread: Yep. Yo.
[1:25:14] Landy @CryptoLandy: That's wild.
[1:25:14] Dave @DCBK2LA: X factor, get at me, bro. I don't know what's going on. I don't know how tough times are, bro, but nobody's heard from you. We're concerned about your well-being, my boy. Like, give us a shout. Listen. The Wallchain account just got suspended. Let's collab on something. You know what I'm saying? Come on. Like, this this space is big enough. We could do something. Natalie, this this request is all you. Stablecoin, Osama. I'm not letting them up, but, like, you make the call if you wanna let them up. That... That's on you. I I don't know. I'm I'm not I'm not taking that responsibility.
[1:25:45] NatNat @Natnatx007: I mean, what do we have to do with worst case? Could come off the stage. Let's see.
[1:25:50] Dave @DCBK2LA: Alright.
[1:25:51] Voice F: Well, Samadi is nuts. Joe, what's good, guys?
[1:25:56] Landy @CryptoLandy: You know, they
[1:25:56] Dave @DCBK2LA: did What up, stablecoin, Osama?
[1:25:59] Stablecoin Osama @StablecoinOsama: Joe, I'm doing pretty good, guys. I hope you guys are doing well. I'm not I'm not even following you, d. I'm sorry. I'm not even following any of the hosts and calls. That's poor proper etiquette. I'm I'm sorry about that. My apologies. So, yeah, I I mean, I do wanna show, but I don't wanna come here guns blazing. So what's up, guys? What's up, guys?
[1:26:20] Dave @DCBK2LA: Do that. No. No. No. No. No. I won't
[1:26:21] Stablecoin Osama @StablecoinOsama: do it. I won't I won't do it then.
[1:26:23] Dave @DCBK2LA: I won't do Smart man. Smart man.
[1:26:24] Stablecoin Osama @StablecoinOsama: Alright. But, no, I honestly feel you... Well, FIFA is pretty dope. I'm I'm not a huge soccer fan or football fan, if you will, But it's it's alright.
[1:26:37] Dave @DCBK2LA: Alright. Alright. And ladies and gentlemen, that was a stablecoin Osama. Alright. Here he goes. Nice. You know? Good stuff. Yeah. No way. Shill at 06:57PM? No. Thank you. Get out of here. Are you kidding me? Before Was that was that Josh Hochett? Yeah. Exactly. Obama's a man.
[1:26:56] NatNat @Natnatx007: Before we close out the space, FOMC rate decision tomorrow. Just wanted to throw that away.
[1:27:02] Dave @DCBK2LA: The deal? We're raising rates or what? What's going on? The consensus Kevin Worsch. Yep.
[1:27:07] NatNat @Natnatx007: It's gonna be a hold, for sure.
[1:27:09] NatNat @Natnatx007: Yeah. That's the consensus. Yeah.
[1:27:11] AlphaGamer @AlphaGamer_sats: Yeah. Yeah. Hold.
[1:27:12] NatNat @Natnatx007: If if Do you think it's gonna be Can
[1:27:14] AlphaGamer @AlphaGamer_sats: you imagine? Nat Nat, can you imagine if he actually raises rates, what would happen to the markets?
[1:27:20] AlphaGamer @AlphaGamer_sats: My
[1:27:21] Landy @CryptoLandy: god. It's not gonna happen.
[1:27:23] AlphaGamer @AlphaGamer_sats: Oh my gosh. No. No. I I know. I know. But I'm just saying because no one expects Yeah. Right? And if I can I can always imagine be a bloodbath?
[1:27:32] Landy @CryptoLandy: I... It's the same thing that I I told David earlier today. Not Dave, but another David. DG? DG. It's like, we can imagine a whole lot of things. That doesn't make it reality.
[1:27:45] NatNat @Natnatx007: Do you think he's gonna be hawkish, though, Andy?
[1:27:47] Landy @CryptoLandy: No. He's gonna come in dovish, and I'm gonna tell you exactly why. He's gonna come in dovish because course... Core CPI data actually moved down point 1% month over month. And now that we have oil at $75 a barrel WTI, $76 a barrel WTI, and under, just like I said yesterday here, if you see what's gonna be going on in the oil markets as, like, low seventies to $80 as the as the floor, What we're gonna see is that hot CPI print go away very quickly, and core metrics will continue to fall, which means that he's going to get out there. And what he's gonna talk about is he's gonna talk about the the the threat of deflation, and he's going to talk about spurring on the economy by lowering rates and allowing for employment growth and wage growth because that is what they've been stomping out the entire time. Like in Canada, where the engineer is, they're always trying to stomp out wage growth because they say, well, wages are what's contributing to higher prices. When in reality, everybody in the world just got the biggest reality check of their entire lives about how Keynesian economics is BS, London economics is BS, and we need to start doing things like allowing for higher employment and higher wages and encouraging higher wages because that type of inflationary pressure means that you are getting growth in your economy. And then you do things like have a surplus of energy, ramp up oil, gas, coal, and nuclear, and you can start to see how that's gonna fit into what he's probably gonna talk about tomorrow as he kinda introduces himself for the first time as Fed chair.
[1:29:45] NatNat @Natnatx007: Beautifully said, and I love that you touched on nuclear. Real quick before we hand it over to the engineer, Dave, if you don't mind. I don't know if you guys saw the news, but Japan is investing a lot of money into nuclear. So you may wanna keep an eye on SMR, IMSR, and all the other nuclear plays that, Alpha Gamer mentioned.
[1:30:04] De3ngineer @De3ngineer: Rolls Royce as well because they just won Yes.
[1:30:08] De3ngineer @De3ngineer: They won't contract. No? Yeah. Yep.
[1:30:10] De3ngineer @De3ngineer: That's a big contract that they got. So...
[1:30:13] AlphaGamer @AlphaGamer_sats: Yeah. And they make they make really good engines.
[1:30:15] De3ngineer @De3ngineer: They do. So those turbines and the systems will be actually really efficient. I'm looking forward to see how efficient they're gonna be in a real world circumstances. Dave, are you... Do you gotta cut out right now, or can I ask a a big question?
[1:30:31] De3ngineer @De3ngineer: Yeah. No. Go ahead.
[1:30:32] Dave @DCBK2LA: Go, bro. You're good. I'm just eating up some pizza. You're good.
[1:30:34] De3ngineer @De3ngineer: Like a New Yorker.
[1:30:37] De3ngineer @De3ngineer: Landy,
[1:30:39] De3ngineer @De3ngineer: 300,000,000,000 reparations to Iran. Bro, explain this one to me, please.
[1:30:46] Landy @CryptoLandy: Alright. So I've been arguing this with Rob Nelson, who some people might know, maybe you don't, Fox News host, previous Fox News host on his show and then DG for quite some time. From day one, I have maintained that it was not a regime change operation, that this was to hem them in, get rid of the nuclear material. The $300,000,000,000 is a fake story planted by the media. It comes out of Pakistan, and it doesn't even come from their government side of things. It comes from a media source in Pakistan that is an Iranian asset aligned media source. The $300,000,000,000 is being floated by GCC. Right? That's the Gulf's... The Gulf coalition, the Gulf State coalition. So $300,000,000,000 is being floated to help reconstruct Iran, and in particular, their energy sector because they have had to shut in a bunch of wells. So this is based on... From what we know, and remember, there's a lot that we don't know. So this is still speculative, but some of it was confirmed by vice president JD Vance and some other players in the Trump administration that they are not the ones floating this $300,000,000,000. This is completely separate from what is called an MOU. This is not a peace deal, by the way. Anybody that's out there calling it a peace deal, it's because they want to attack the administration and and try to pull it in line with the optics of what Obama's administration did with Iran. It's actually not the same. Although people don't see it that way, it's actually not the same. The $300,000,000,000 investment that Iran and other media sources are framing actually comes from the Gulf Coast coalition. This is comprised of Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and UAE. This is contingent according to sources. Again, sources. This is... The Gulf State coalition and the GCC has not confirmed any of this. But, apparently, what we're hearing is this is not funds from The United States. There is no payments coming from The United States. The only thing that's on the table post nuclear material destruction or obtaining of the nuclear material and allowing The US to go in is potential sanctions relief from the funds that are being sanctioned in Qatar. Remember, during this entire conflict, Qatar was still allowing Iran to move money, and it was Scott Bassett who said to Qatar, you better stop. And Qatar then held up with the equivalent of, I think, $24,000,000,000. So what is being speculated right now is that if Iran meets the MOU, this is called a memorandum of understanding. This is a sixty day period in which it's an incentive based checklist, essentially, of reopen the Strait, which is kind of a false thing because the Strait's already been opened. We know hundreds of billions of... Or hundreds of millions and hundreds of billions of dollars worth of oil has already moved through facilitated by the United States Navy. But, essentially, this would say first checkpoint is stop threatening ships in the straight because then insurance rates can come down. The second big sticking point and the main sticking point that this entire agreement hinges on is the IAEA, the International Atomic Organization, essentially the inspectors, go in with US personnel to evaluate and come up with a plan for destruction of the nuclear material that they have. And then there's a bunch of other things that the administration has talked about and that even Iran has confirmed on their side is part of that agreement. We don't know anything. In fact, we won't even see the agreement even after they sign this MOU. MOUs are not peace agreements. The other big thing is the
[1:35:15] NatNat @Natnatx007: US Navy...... More random of understanding.
[1:35:18] Landy @CryptoLandy: Yeah. And that is basically we're gonna gonna negotiate into possible peace negotiations. Right? It's basically the negotiation before actual treaties are settled. So memorandum of understanding is first, there's no funds from The United States. You've got GCC, that big $300,000,000,000 that's being floated out there as a number. That comes from The Gulf States. And they're saying that, basically, all of the... What The United States has proposed proposed in this memorandum of understanding would then kick in if all of The United States memorandum of understanding checkpoints are met. But no one's confirmed that. That is purely speculation, and JD Vance got on television today and said, like, look. That is not us. That is not Qatar. That's not money that's being held. That's not sanctions. That's none of it. That's actually investment that they are proposing if everything goes the right way much further along in the future. So my thoughts on it are that I think that we should not lift the blockade during this time period, and we should go in and get the the actual nuclear material, destroy that, and then we can talk later. But I'm not the one I'm not the one in charge. So that's... You know? And there's some people here who are like, no. We should flatten them. It's like, okay. Who are we gonna flatten at this point? They're all intermixed with the population now because they're trying to run cover for themselves. Like, that's just... That's a human disaster. Right? You... That that is... Then there's no one for the... Nowhere for them to go because none of the Gulf States wanna take into the Iranian people because they don't know who's who. So, realistically, there is something that's gonna happen. I would not expect any of this memorandum of understanding to actually stick. I wouldn't get my hopes up. I would just keep monitoring the situation because nothing has changed. If you look at the actual state of things outside of the speculation and the marketing, all of that different stuff, understand that nothing has changed. CENTCOM is still there. In fact, they just rearmed the entire fleet. The... All the boats there have been rearmed. They've also set up new installations for marines, and they've got a bunch of army that is now over there with specialized weapons that we haven't seen before. So understand that The United States position is probably we're gonna beat the crap out of you if you don't listen. So be prepared.
[1:37:57] De3ngineer @De3ngineer: We did we did see him put that... Right. For... Sorry. My kid and wife came back up. See that... Put that threat towards them late last week before that agreement came out. So this really is what I thought it was. It was just like a ceasefire with, like, things along the way.
[1:38:18] Landy @CryptoLandy: A temporary ceasefire. Well, the engineer, it's almost like you understand that that this is gamesmanship going on, and there is a bit of pressure being applied to not just Iran, but Europe and Asia and the Russians and a whole bunch of other things that are all happening at the same time. There's a reason why Witkoff's gonna be meeting with the top diplomat from Russia here. I think they're... If they're not meeting this week, they likely have already met. But there's there's a lot of things that are going on. If you're looking at the Iran situation and you're buying into, oh my god. There's a peace deal. Understand that anybody branding it that way is just lying to you. This is not a peace deal.
[1:39:03] NatNat @Natnatx007: Markets love it though.
[1:39:05] De3ngineer @De3ngineer: That's why
[1:39:06] De3ngineer @De3ngineer: I was I watch the markets.
[1:39:07] De3ngineer @De3ngineer: I'm like, what the hell is going on? This isn't, like, something real.
[1:39:11] NatNat @Natnatx007: Whatever it's me, whatever headline is needed upon the markets, we've been getting it.
[1:39:15] Landy @CryptoLandy: Well well, the the big thing is is whatever is needed to bring the price of oil down. Right? And this is actually a gift this is a gift to Brent. Right? This... That's really what this is because nothing has substantially changed because we've already seen the rerouting of ships. Right? So we already have stable supply lines for ships coming out of UAE through the Gulf Of Oman, through the Red Sea. We've already... These... There's no... The straight doesn't matter except if you say it's open, then prices fall. Because there's no... There's... There is only trap tankers that that 100,000,000 barrels of oil, which is up to a 120,000,000 now that we know have been delivered, that we're sitting in the street, that's just extra. Right? So anything more traffic wise is moving through there is just gonna be extra price pressures down because it's more supply. It doesn't change anything meaningfully. So what it does, it brings it brings the prices down when you say, okay. It's open for business, and then it brings prices up when you say, oh, it's closed. This all ties
[1:40:23] NatNat @Natnatx007: into, like, the fog of war that you were mentioning. I believe it was, like, last year, I think, then. You know? December, like, what about this dinner?
[1:40:30] Landy @CryptoLandy: Venezuela. Yeah. And then earlier this year, you know, when when this kicked off, right from the very beginning, there's spaces, livestreams. I said there is no regime change because you can't... For many reasons, won't get into, but you're not gonna see regime change. You're not gonna see... You're gonna see probably levels of their of their infrastructure get taken out in terms of their leadership, and that's exactly what we saw. What you gotta understand about who The United States is dealing with right now is it's likely not the the people that Iran says that they're... Is dealing with The United States because there are a lot of plants, and there is a lot of diverse interests in Iran that want to seize on that power that aren't even within the IRGC infrastructure. That's why you have hardliners that are even out there today saying that none of this is gonna happen, and and everything's gonna fall apart. The Americans are lying. So it doesn't matter who's lying at the end of the day because that's what happens in war. It's disinformation and misinformation. It's not just for the American people, by the way. It's for other nations. It's to cause chaos and confusion while you get things done. And in this case, all you have to look at is what is the reality. Reality is stabilized shipping routes now for oil and gas. Reality is that military fleet of... For the boats there and the Armada outside their doorstep isn't going anywhere, And that was very much stated, and the reason why they stated it is because, well, they... Iranian regime constantly lies about what they're gonna do. So we ain't moving, which means what? At any moment, if that agreement isn't met for the memorandum of understanding, just expect things to kick off again. Like, don't don't get your hopes up for peace because that... I don't know. We haven't had peace over there in forty some odd years, fifty years. So don't expect it now.
[1:42:40] NatNat @Natnatx007: Yeah. Great. Thanks. I do have to jump, guys. I have to get ready for bible study, but I will see you guys tomorrow. Much love, and thank you everyone for joining us today. Dave, you tell Allison I said hello when he's here.
[1:42:53] Dave @DCBK2LA: You got it. Will do. I'm moving stuff in my Facebook pizza. Appreciate y'all. Nat, Landy, the engineer, good stuff. Brad, go get me a dock markets token allocation, alpha gamer, good stuff. And shout out to everybody for liking
[1:43:05] 🍞bcBread🍞 @_bcbread: I just messaged the Russian dev team to see if they're behind it or not. So I'll let
[1:43:08] Dave @DCBK2LA: you know. Let's go. Yeah. Keep us posted, and and post... Keep us posted on the timeline. Put the
[1:43:14] 🍞bcBread🍞 @_bcbread: I mean, also... Yeah. I mean, anybody that knows charts, I pinned it up top. You can see the activity on that chart from from the the DOC market's token. So
[1:43:23] Dave @DCBK2LA: Gotta love it. Let's go. Shout out to the Iraqis, man. Let's go. Iraq's down two one. Sorry, Hunter. I'm I'm rooting for the Iraqis. Let's go. I'm team new new team right now. Let's do this. Alright? I'll see y'all later, man. We'll see you guys tomorrow. Did he say?
[1:43:38] 🍞bcBread🍞 @_bcbread: I said Mamdani.
[1:43:39] Dave @DCBK2LA: You don't know. Most avid. He's the guy that he's the guy that shows... He's the guy that literally shows up on time, bro.
[1:43:46] Dave @DCBK2LA: Okay?
[1:43:47] Dave @DCBK2LA: On time to ATC gamer. That's it, kids. We out. Peace.