Dave shared his view on the Senegal-Belgium prediction market. NatNat highlighted Robinhood's announcement, including a partnership with Lighter, whose LIT token showed a rounding bottom. AlphaGamer and others confirmed they had entered LIT early, while the group discussed off-ramps in LATAM.
Landy said OUSD and other stablecoins are all censorable on ramps and off ramps, with no real surprise. The panel covered Meta selling AI compute, with NatNat seeing it as a way to offset CapEx, and AlphaGamer questioning if Meta was behind. Moni and Sunny D discussed Cloudflare and AWS x402 pay-per-access for agents, while Sunny D stressed AI agent identity reputation scores and micropayments to enable accountability.
0:13:29Apple's approach
The group noted Venice AI raised 65M at a 1B valuation, with Dragonfly and others leading. Landy shared his view on the VC round being positive in a bear market. NatNat listed LIT, Aerodrome, and Hyperliquid as tokens with revenue models to watch, while Sunny D explained Tron's energy bandwidth model for passive income and its use with USDT in the Caribbean.
1:10:09DISC memory ETF, DRAM, SK Hynix listing
1:16:45China limits retail paper gold, sovereign commodity realignment
Landy highlighted growing gamer backlash to GTA 6 story direction and paid content plans, despite expected strong sales. Dave covered Tator Trader launching on the new Robinhood chain and X's new live-streaming studio tools, while the panel joked about following GMPM and ATC accounts.
“You can go and do Monero. Still, when you... Whenever you're going to cash, you're coming from cash or going to cash in any currency, you are trackable. It's the on ramp and off ramp that gets everyone. Now it's on chain. So if you choose to use it, understand the implications for that. This is no different than any…”
Landy0:10:37Share on X
“They raised 65,000,000 at a one b valuation.”
NatNat0:40:07Share on X
“is you... Yeah. You have... That's called rehypothecation. That's paper rehypothecation. And, essentially, that is the the entire four paper contracts still collapse into the one asset because there's one original asset. Right? And then you have the paper contract that is created for that asset, and then you have the…”
“This is called price fixing. This is actually what this is, just so you know. What they're trying to do is they're trying to price fix it so that they have more control over the price of gold.”
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Show discussion, not financial advice.
