0:07:28AI Bots Race and Game Decomps Explode
Bread discussed the bot race kicked off by GrokBot with Claude and others racing to respond. Bread and NatNat covered bidding wars for the .agents domain by Meta, Anthropic and OpenAI. Coinkong, Dave, Bread and Ryan talked local uncensored models, Venice AI, Claude for building games, and recent decomps of PS3 titles now running on original hardware.
0:07:28US government Bitcoin moves, Bitfinex claims, not reserve selling
0:10:23Failed auctions and narrative-chasing influencers
0:12:05TSMC + GlobalFoundries $2B US interposer production
0:31:02BTC Levels and Risk Off Signals
Landy said BTC lost 82.5k with support at 80 to 81.3k then 74k and 65 to 68k. NatNat shared similar downside levels with a line in the sand at 74k. Bread and NatNat reviewed oil at 84 to 100, natural gas strength, DXY at 101.75 to 102, bonds buying and risk off rotation.
0:31:0265-68k
0:43:00Grok Logins and AI Gaming Backlash
Dave shared a tweet about Grok bot logging into Cloud and OpenAI accounts via terminal. Bread explained using Grokbot's computer for browser profiles, captchas and guardrails with session tokens. Bread, Coinkong and Dave discussed gaming decomps, backlash, AI enabled tools and building simple games with Claude.
0:59:14Hyperliquid Solana Outlook and Meme Liquidity
Bread said Hyperliquid and Solana have bright futures with institutions coalescing while Ethereum is not going anywhere. Coinkong agreed Solana is addressing inflation and will go hard next cycle. Bread and Coinkong noted meme coin liquidity drying up with volume trailing off and narratives moving fast like a tick chart.
1:14:30CFTC Self Custody Backing and Starlink Move
Bread reported CFTC chair Selig backs self custody against pushes to make it illegal. Bread revisited the AI key cracking claim as theoretical with math not done and not quantum related. NatNat highlighted Starlink becoming a major US mobile carrier causing AT and T, Verizon, T Mobile and Comcast to sell off after hours with Bread seeing long term infrastructure dominance.
1:18:01Telecom selloff
