Landy Shares BTC Market Snapshot
Landy said Bitcoin dipped under 80k, but needs a daily close below to confirm further downside toward 76 to 78k. He noted monthly resistance sits at 82.5 to 83k, with overhead at 83 to 85k.
Moments0:03:00
On the mic
Summary
Frontier AI Models Face Off
Coinkong praised DeepSeek Flash for fast tool calling and low cost, while building apps in three weeks versus longer times on other models. Dave described running Grok and Claude together to debate strengths on tasks like promos and music videos. Landy called AI sandbox escapes pure role play and lab marketing hype, while the group discussed Gemini 4 Argon and upcoming Google models like Carbon.
NatNat Updates Positions and Levels
NatNat watched SPY resistance at 779 to 780 and BTC at 82.5k, with 76k as key support below the weekly 20 EMA.
0:32:31BTC long ~81k, oil, natural gas, NQ RSI
0:34:14Hot PPI, tight NQ range
NFT Regrets and Stablecoin Reality
DocNooNoo reminded everyone of Robinhood NFT losses, including onchain hoodies and Quackhead floor at 0.06 Solana around six hundred dollars. Landy confessed he tripled down near the top. Landy explained utility tokens lack price increase incentives since higher prices hurt usability and said stablecoins will dominate market cap by providing needed liquidity, while most alts have massive remaining supply.
0:57:55XRP/RLUSD
Moments0:43:01
Altcoin Chatter and Trade Discipline
Landy and a speaker discussed Filecoin supply cliff potential followed by dump, Stacks turnaround with product progress, TAO and BCH. Landy holds some exposure heavier in Stacks but wants bigger weekly pullback first. A speaker stressed never force trades and instead pick levels then hunt other setups while waiting.
1:01:25Alt picks, BCH
Moments1:05:02
Local Models Bots and Dead Internet
Landy tested Mintroll forecasting model on CPU with named bots including Greg Van Sant, Johnny Two Toes, SPF and Ray Dalio programmed to challenge him. Coinkong suggested Liquid AI and they covered Gemma local models plus Google tools. Dave asked about the X creator program, while Landy cited dead internet theory and scrolling counted as views. Dave shared his girlfriend launched a GPT assisted coloring book on Amazon and joked about his own paywalled companion bot.
Key quotes
“But for now, you know, Bitcoin has popped up, and it's rejecting the monthly 82.5 to 83. And I talked about this last week, and then coming into this week, I'm sure Nat has mentioned it. For me, overhead resistance is 83 to 85. And, know, we need to see, you know, closes above there. That would break the daily ...”
Landy0:03:00Share on X
“$77.09 and $7.80 for some time, and it has been rejected. If we want continuation, obviously, we need to break that resistance level. We don't want it to become a failed move higher. Right? Because a failed move higher leads to a move lower. So levels do matter in this case. So let's see if we can get a break above ...”
NatNat0:35:34Share on X
“We're gonna be playing them in USD, USDT 0, USDC, USDT, h, USDH, HUSD. We're gonna be picking them in every type of stablecoin, not named your damn token's name. Okay? If anybody thinks that stablecoins aren't gonna become the top market cap crypto on the planet, flipping every single other crypto, this flipping the…”
“You know, where I wanna take a short or a long or, you know, Bitcoin or Ethereum or any of the majors, you know, then I hunt other places. Right? There's always a trade out there, and you shouldn't... You should never force a trade on something that you're waiting on ever. Ever. Ever. Ever. Forever. ...”
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Show discussion, not financial advice.