🎙️ATC: SpaceX + Tesla? Meta Dilution? Solana Glow-Up?

# 🎙️ATC: SpaceX + Tesla? Meta Dilution? Solana Glow-Up? | 2026-10-21 | https://x.com/i/spaces/1jxXgBrDwpdJZ | status: approved
# Speaker attributions verified via X captions, ECAPA voiceprints, and on-air handoffs where marked confirmed.

[0:00:16] Dave @DCBK2LA: I'm about to send this directly to the chat, Moni. Directly to the chat. You do not pass go. You do not collect $200. And why does DocNooNoo not request up? I don't understand. When... DocNooNoo, when you come into this room, you should do like Monica does and every other normal regular speaker. You should request to speak. Mustafa, what's up, my boy? Let me get my butt in here. Let me see. Maybe I got some music or something. You know
[0:00:44] unknown (Voice F): what mean? I figured if I if I
[0:00:45] Dave @DCBK2LA: pay the subscription, might as well. Moni, what's up?
[0:00:48] Moni @monitalan: Hey. Hey. So is it me or did you get all these different alerts this time when you when you joined the space?
[0:00:55] unknown (Voice F): We... I had
[0:00:56] Moni @monitalan: a bunch of, alerts, like, if it was my first time joining the space.
[0:01:01] Dave @DCBK2LA: Oh, me too. Well, my account got... Because you know how you disconnected from all those things today?
[0:01:06] DocNooNoo @doc_noonoo: Oh, yeah.
[0:01:07] Dave @DCBK2LA: Yeah. Yeah. Yeah. Yeah. That's why. That's why. That's why. So because you disconnected from all that stuff, it's like, oh, you killed all your sessions and blah blah blah. It's essentially like, yep. That's it. It's like you're starting fresh. They don't know you. I looked at my phone, I was like, wait a minute. Where is my account, and why am I messaging from the ATC account? Panic. You know? Crazy.
[0:01:30] Moni @monitalan: Got it. Well, never a dull moment when it comes to security and AI. I'll just say that.
[0:01:35] Dave @DCBK2LA: That's facts. Hold on. We gotta put the do not disturb on before these idiots call back. Yeah. Got it. Natalie, what's up?
[0:01:45] NatNat @Natnatx007: Pretty good. I am on the treadmill. So we're so we're gonna try not to die in today's show.
[0:01:54] Dave @DCBK2LA: Oh god. It's corset day. There we go. Corset treadmill day, ladies and gentlemen, followed by bible study. The exciting life of the Latina Intelligence Agency. What do you do? What do y'all do? You know what I mean? Like, that has to be a cover. Nobody's like me.
[0:02:12] DocNooNoo @doc_noonoo: We can't tell you. We can't tell you.
[0:02:14] Dave @DCBK2LA: It's crazy. It is crazy.
[0:02:15] NatNat @Natnatx007: I mean, we could tell you, but you know what happens afterwards.
[0:02:20] Dave @DCBK2LA: Whatever. Whatever. DocNooNoo, what's up?
[0:02:25] DocNooNoo @doc_noonoo: Hello. Also in a corset running, but I'm not on a treadmill.
[0:02:30] Dave @DCBK2LA: I'm sorry. What? You're into you're into this corset nonsense also?
[0:02:35] Moni @monitalan: I don't wanna ask what time is it where you're at. 10:30PM.
[0:02:42] Dave @DCBK2LA: Wait. So you're... What is going on? What is going on? You're you're running the streets of Wales in England, and you're as... In a corset at 10:00 at night.
[0:02:55] DocNooNoo @doc_noonoo: Don't ask any questions.
[0:02:57] Dave @DCBK2LA: I mean, does it look good? I mean I mean, pictures where it didn't happen, ladies.
[0:03:01] unknown (Voice D): You know
[0:03:01] Dave @DCBK2LA: what I'm saying? Like, what the hell? Nat's been holding out on us. DocNooNoo, you've been holding out on us. Listen. I don't... I technically don't goon on the ladies of, you know, of ATC royalty, but you could only say the word corset for so many times before we say... Before, you know, eliciting a reaction and everybody else is fired.
[0:03:21] Moni @monitalan: Do you mean Faka, Nat? Yes. I don't think it's a corset.
[0:03:28] Dave @DCBK2LA: But I don't Wait. What?
[0:03:30] DocNooNoo @doc_noonoo: Hold on. Nothing.
[0:03:31] Dave @DCBK2LA: If he's wearing a potato sack and not a corset, Natalie, I
[0:03:34] Moni @monitalan: swear to god. No. We'll leave it to your imagination.
[0:03:37] Dave @DCBK2LA: No. I... That's the pro... No. If you leave it to me... This is crazy. This is insane. This blank speaker thing is too much. This this this this music thing is just too complicated. There's, six of us here. I'm not gonna break my head over this. You know what? I'm just not.
[0:03:53] DocNooNoo @doc_noonoo: Why don't you just sing? I think you do about a version of the song.
[0:03:57] Dave @DCBK2LA: Yeah. Yeah. For sure. But we also need a new song. We definitely need a new song.
[0:04:01] DocNooNoo @doc_noonoo: So I like that song.
[0:04:03] Dave @DCBK2LA: Yeah. You do? But, like, what do we do about the people's names in there that are no longer, like, in memorial?
[0:04:07] DocNooNoo @doc_noonoo: It's Provenance.
[0:04:10] Dave @DCBK2LA: What did you say, you NFT cycle? Provenance. Provenance flywheel. Uh-huh. Here we go. Now it's just the now it's just the buzzwords. The buzzwords. Where where... I don't understand where where... It's it's 534. Do they want... Does everybody want to be on probation? Is that what's happening? Like, want to be fired? Hey, Shiv. Welcome. Listen. The the day that we announced we have the biggest website coming and all this other stuff... Biggest. Do hear me? The biggest website in the world. It's actually really cool, guys. You're actually really gonna like this. I'm making the last update now. We're finally gonna put these dot eats to use, number one. I have... I I got plans or maybe I got aspirations, but hopefully those plans don't get derailed by the ADHD. But as of right now, and this is really cool, on the website, which I'm gonna share with you guys, we've uploaded about 60 or 65 different ATC episodes, the most... Like, from, you know, from yesterday, and then, like, the 60 episodes before. And you are now gonna be able to go to the site. You're gonna be able to obviously browse a lot of the audiograms. You're gonna be able to talk to... Directly to Grokbot and ask him anything you want about anything that was said in ATC. So you guys Oh, no. Yeah. I know. I know. So do you guys remember how I
[0:05:44] DocNooNoo @doc_noonoo: You sure about this one, David? No.
[0:05:46] Dave @DCBK2LA: Yeah. Yeah. Are you sure? Like, what what was the thing that you said? I mean, we could put filters on it, but whatever happened to decentralization, self sovereignty. You know? Like, let's just, you know, hang out with your type of deal. But I gave Grock the the the the job yesterday, so it spent all night. Obviously, me, massive anxiety attack. I'm gonna run the credits, but he did a great job. Uploaded all the all the what's it called. And then I come to see it this morning. What does he do? And it's like, Landy, it went, you know, 22 for 34 on his Bitcoin calls. Natalie, 36 for 40 blah blah. And I'm like, woah. Woah. Woah. Woah. Woah. Woah. We are not in the business of making calls. We are in the business of giving and providing insights. So I need you to come up with a completely separate system and not who is right and who is wrong. That is not what we do here. Okay? We give you direction, and it came back with so much more amazing stuff. I had to teach it how to structure the data, how to be able to retrieve that data. And it's not just like, hey. You know, can you mention hyperliquid? That's cool. But, you know, we wanna... Like, what's useful for everybody here is if you miss an episode of ATC, you now go to speak to Rockbot on the a... The new ATC, all things crypto.eth website, and you're gonna be able to say, hey. What did I miss yesterday? Wait a minute. They talked about this. Did that ever come true, or did this ever happen? Whatever ended up happening with that? So you can literally query everything that we have talked about up until the last 60 episodes, but I am cataloging every single ATC episode. Obviously, you're not gonna have Nat in a bunch of them. Obviously, she had a little hiatus. You're gonna have some crazy stuff that maybe me and Cool said at the very beginning. You might hear some bad boys. What you want? What you want? You know? Who knows? But I think it is extremely, extremely valuable insight. I'm absolutely 100% open to taking as much feedback from you guys as possible. Whatever you guys want to see, I want to essentially, like, put forth because I... The way I see this is not only is this now great for sponsors that want to come and see what ATC is all about because I I will I will die on this hill that we have the smartest group in all of crypto and capital markets that comes here. We have the best mix of a group with amazing specialties that know their lane and, like, just execute. And, like, I think that this is where people are going... People and agents are going to come and query for real time information. X has finally given spaces a little bit of a boost. And the thing that got me to do this, and I'm I'm landing the plane here, I swear, is last night, the bot... The Grock bot team essentially put out a notice saying, hey. The... A little video that that that showed one of them talking to Grock bot... To their Grock bot saying, what spaces are live right now? And all of a sudden, it started recommending, like, different x spaces. And I was like, holy shit. I'm like, Grock? I went to my, you know, my Grock. She's a she. I said, GK, we need to figure out exactly what the hell is going on here. We need to put a plan together and, like, what's the best course of action in order for us to make sure that we're showing up on all of them. They're saying now, look. It's not like, you know, you know, OpenAI SEO, AI SEO, whatever you wanna call it. There's no, like, rhyme or reason or format. But you know what? It never hurts to be early and to be showing up everywhere. I was playing with it last night. It was crazy what spaces it was recommending, and sometimes there's no spaces. So at the end of the day, I want them pushing us. I want them pushing the ATC name. Look. We put our time in here. I know we laugh about it. Loonies and Toonies, but why not freaking get paid, guys? Like, Grock Bot is the fastest growing tech that Elon Musk has ever seen. He said it on the SpaceX call. When do you see something like or hear something like that? You don't. We have a massive opportunity here. We've been putting in freaking time and effort. I say it's about time that we benefit from it. So I'll... I'm gonna share the, the website with you guys in a few. I'm just making a last minute update. This... The the the... This ADHD crew, of course, can't get me their bios in time. They don't know what to do. My lows have a retard. It is what it is. But I think this is gonna be great.
[0:10:22] NatNat @Natnatx007: I absolutely love this. I think it's great for sponsors as well, as you mentioned. Right? Having a website with all of our information on there with things that they can access is only gonna help us and propel us moving forward. So this was genius. Great job, Dave.
[0:10:37] Dave @DCBK2LA: I'm telling... You guys remember how we used to, like, literally slave over, like, building a website. We're like, oh my god. I gotta... You AI. I could do this, but, like, it's so much easier now. Now... Like, Grock spun this thing up. I mean, granted, it was disgustingly ugly, and I still have to, like, design aspect or whatever. But from a functionality perspective, it's like, Grock grabs... Oh, and by the way, guys, you're gonna be able to grab clips of ATC with the Grock bot that I built called Mic Drop. So you literally can just ask them, hey. You know, can you grab me, like, a... Like, that that that clip that, you know, Natalie said the clap is for everyone. Can you clip that for me and and email it to me? It can 100% do that for you as well. So we have a clipper bot for ourselves. We have literally an entire live database of information. Like, an ATC is a living brain now. It is a living knowledge base. So I hope you guys will take advantage of it. We deserve it, man. We put in the time and effort here, so let's go. Appreciate y'all. What do guys think? What do you guys think? Tell me. Tell me.
[0:11:37] NatNat @Natnatx007: Oh, I love it. I absolutely love it. So will we be able to clip, directly on the website?
[0:11:42] Dave @DCBK2LA: So depending on how many credits I have and where I'm at in the week, I don't know. We get some sponsors. I will more than happily say, anybody can clip anything that they want for sure. But I can't have clip clip clip clip clip frenzy. We'll clip we'll clip like some of them, like... You know, he's gonna auto... There'll there'll be a routine where he'll clip a bunch of stuff after each space probably within twelve hours or so. But if somebody wants something specific, I think maybe that's where we bring in kinda the NFT aspect of do you still own your subdom... Your .allthingscrypto.eq subdomain, maybe you get some free shit.
[0:12:20] DocNooNoo @doc_noonoo: What did you say your bot was called for clipping?
[0:12:24] Dave @DCBK2LA: Mic drop.
[0:12:25] DocNooNoo @doc_noonoo: Wow. That's an amazing name.
[0:12:28] Dave @DCBK2LA: A what a what a what a...
[0:12:30] DocNooNoo @doc_noonoo: How you... You are special.
[0:12:33] Dave @DCBK2LA: You are special. That's the... She named
[0:12:35] unknown (Voice H): him that one.
[0:12:36] Moni @monitalan: I know you said we don't give financial advice. Right? But could you add at some point a leaderboard on calls recommended by the team? Something that shows, like, we're not... Obviously, I'm... All the calls that I make will be at the end. So that's that's my training. But you could, like, show. Right? And you could then show some of the early calls some of the folks here make. I mean, the team here gives great recommendations. Not me, but but everybody else.
[0:13:03] Dave @DCBK2LA: You're gonna be recommending credits in, like, twenty years. We're gonna be like, no money. Credits?
[0:13:10] DocNooNoo @doc_noonoo: Yeah. I think that's a great idea. That would be a really good good feature on ATC. Like, the end of the show, everybody has to give some call, and then Grok build... Builds leaderboard.
[0:13:20] Dave @DCBK2LA: I'm down. I mean, listen. I didn't want it for the first rollout. And just so you guys know, Natalie was on top, and it was even close, honestly. I didn't even make the list. I guess I'm not making calls. Cool was definitely up there too. The hyper liquid calls, oil calls, that they have not gone as far back. I was like, wait a minute. Brock, do you have the... Do you get did you get the silver conversation? He was like, no. Not yet. We haven't gotten there yet. Oh my god. Show... Take your time there. It's fine. But, yeah, like, being able to, like... If you... If that's what if that's what you guys want to see, like, I'm down. A 100%, I'm down to do it. I just didn't wanna roll it out first thing so people could, like, go crazy. Yeah.
[0:13:59] DocNooNoo @doc_noonoo: 29 k in time.
[0:14:01] Dave @DCBK2LA: Oh god. Eventually, like, you know, even a clock is right twice a day and then at the end of... You know what I mean? So maybe it goes, but, I mean, I think your time has passed, if I'm being honest. Anyways, let me see. Did it deploy... Okay. Nice. It deployed. Let me just update the IPFS hash because I'm cool, and this is the only thing I've ever used the dot e four that actually has somewhat of utility. And we'll get cooking. Cool. You good? Oh, you got tennis? Tennis. Fair enough. Fair enough. Okay. Tennis it is. Alright. Let me update this content hash. Alright, guys. What do we got cooking? Natalie, I'm short in queue right now. Zuckerberg is gonna screw the markets. I need to know what's going on. Is it happening? Is it not? I got a nice little down move here, but, you know, after watching DGT wait for, like, 200 cliffs, I'm like, 40 points. Is this enough? I think I just need to take my money and run. No?
[0:15:04] NatNat @Natnatx007: Yeah. So I'll be honest. I'm not in front of the computer right now. I'm on the treadmill. But Meta stuff is really concerning. Right? Yes. They're they're doing a split, but then they're that's... They're issuing new shares. Right? So massive, massive dilution coming in. The price has been struggling to maintain, I think, above $7.35. It did try to break above that, but it seems to have hit a wall. And last I checked, we were down. Let me just pull it up. I'm like, oh my god. I don't know how cool does this. He's, like, working out. He's a normal worker, guys. That was good. And I'm like, guys, one minute.
[0:15:44] DocNooNoo @doc_noonoo: Wonder what Croc is gonna say. You're Crocodile.
[0:15:47] unknown (Voice H): Yeah. Oh my god.
[0:15:48] NatNat @Natnatx007: Yeah. So, yes, so the the price seems to have hit a wall around, like, $7.35. It is now at $7.19. If we do bleed out tomorrow, I think it does drag everything down with it, so your NQ short might pay overnight.
[0:16:01] Dave @DCBK2LA: Let's go overnight. Are you kidding me?
[0:16:03] DocNooNoo @doc_noonoo: You wanna write that out?
[0:16:04] Dave @DCBK2LA: That's assuming I have the ball... That's assuming I have the balls to hold overnight. You know
[0:16:07] unknown (Voice H): I mean?
[0:16:07] NatNat @Natnatx007: I don't know if I can. Listen. I I held my oil logs overnight. Last week, every every day last week.
[0:16:16] Dave @DCBK2LA: And they printed. Right? Nice. Yeah. And it looks like oil is still gonna continue to move higher, which also, like, favors obviously the NQ short too because they're... Like, The US is now recalling people from Saudi... The embassies in Saudi Arabia because of the the Houthi attacks or whatever. Like, the The Middle East is about to pop off right now. So it's gonna be a little crazy over there.
[0:16:36] NatNat @Natnatx007: Yeah. And so I I did hold on to my oil long. So I'm hoping you... When the markets open up at six again... When futures open up at six, your NQ is in profit, and my second round or third round of oil longs is also in profit. Let's see.
[0:16:52] Dave @DCBK2LA: Let's go. I would love that. I would love it. Good stuff. Coin Kong, Sunny d, send me your freaking bios, please. Thank you, Ryan. Monty, go ahead, please.
[0:17:02] Moni @monitalan: Just real quick on on Meta. Did you see that? And I guess on the earnings call, sucks at that Meta's Muse AI. The biggest use case is shopping. 25 percent of users shopping through the agent and average purchase is exceeding 200 USDC. So I think just... Somebody... There's a ton of people talking about the... How shopping is shifting. And I think the fact that you're seeing Muse do this, I think it's super interesting.
[0:17:35] Dave @DCBK2LA: Agreed. 200. So much for not giving your... Like, your your initial... Your bot, like, money or whatever. Like, for the first time use for some of these Facebook user or whatever, it's like, yeah. It's $200. Go shopping. And I guess all they need to see is just once. And it's just like, oh, this works. Cool. Here you go. That's wild. I mean, that could be... I mean, that's all it could... I mean, you could consider it a success if it just continues this way just for shopping.
[0:18:00] NatNat @Natnatx007: So then how do you how do you program it? Do you just give it $200 and say, news, I wanna look fly as hell. I wanna look like a... I'm on fleek. Just buy me mad outfits. Like
[0:18:09] Dave @DCBK2LA: I mean, you use on fleek, then they they might go out and buy you cross color and carcass jeans and shit. I don't know. But... Yeah. I don't know if it's a... No. But you you give it a $200. It's like it has a digital wallet, and you tell it what you wanted to buy. Or if you want to be a personal shopper, I don't know, maybe you take pictures of your clothes, you upload it, you show it yourself, and it's just like, hey. Go find shit that's on sale.
[0:18:33] Moni @monitalan: Coupon bots? Yeah. Coupon bots? Oh, that's a great idea. But, yeah, I think there's different ways in it. I think, you know, a lot of people are used to it. But, again, this makes the case for stablecoins and digital assets. Right? Because that's what all these agents will be better at using. Then instead of me giving the credit card with the USDC, especially depending where I'm shopping, I can just say... I mean, US dollars. I can just say about use this prepaid card or here are 200 USDC, and I think that's the user case for stablecoins.
[0:19:08] Dave @DCBK2LA: Facts. Yeah. I mean, it's just that simple. Well, what do the agent... Like, what does the AI pay with? Well, it pays with digital money. Your... The money in your bank is digital money. Well, it just moves from one ledger to... Same shit. Same shit. They're never gonna know what stablecoins are. The average Joe is never gonna know what stablecoins are, nor do they care. Ryan, welcome, man. What's up?
[0:19:27] Ryan @Rlad1776: Hey, bud. I just wanna give you a... And thank you for having me up. Hey, Nat, and everybody else that's up on stage. So just real quick on Meta. Couple things, that everybody wants to be aware of, Nat. I think you already brought it up. They issued another
[0:19:47] Ryan @Rlad1776: share type. So get ready for dilution, number one. So that should play into whether or not you're invested in or you're thinking about getting in. That's number one. Number two, this is the first time in a really long time that they actually had negative free cash flow. It was, like, minus 2,000,000,000, and it's... Like, although, like, they're one of the richest, if maybe, top three rich companies in the world and they just print money. Like, it's not a big deal, but it kinda is a big deal. So that should go into the way you look at it.
[0:20:29] DocNooNoo @doc_noonoo: Ryan, did they increase CapEx?
[0:20:32] Ryan @Rlad1776: They raised the floor on the lower end. So they did not necessarily increase it, but from a guidance standpoint, they increased the lower end of what they're gonna spend. So I guess, technically, Nat, you could say they did. Right?
[0:20:53] unknown (Voice F): Does that make sense?
[0:20:54] NatNat @Natnatx007: It does make sense, which makes things a little more interesting. Right? Because now even though it is the lower end and the lower end end of the budget was... Even though, as you mentioned, I think for me, the fact that it was even slightly increased with negative cash flow and the potential dilution that's coming in, it... Doesn't that raise some kind of a red flags for Meta?
[0:21:14] Ryan @Rlad1776: Oh, I mean, for me, it does. It tells me that's how they're gonna fund it. Right? I mean, just think about what MicroStrategy's done forever. Right? Like, the... They're gonna fund this through dilution. So, yeah, a little bit. So I'm not saying MET is a bad investment. I mean, Jesus Christ. They're they're one of the... You know? I mean, they they literally just go into their basement and print money every day. But what I would say is that there's probably a better price point where you can get into it. If you're in it and you're riding it up, you know, keep on keeping on. But if you're not in it and you wanna get in it, there there will be an opportunity to buy lower, in my opinion. And then the other big thing is the miss on on their earnings per share, and that's a result of... And it's really crazy how they they say this. But it was due to a one time charge as a result of the lawsuit that they lost with... You know, based on, like like, you know, the influence that they had over young kids.
[0:22:33] NatNat @Natnatx007: Yeah. The the lawsuit in in in Wixie kind of knew the potential harm that it would... That social media could do on kids, that one?
[0:22:41] Ryan @Rlad1776: Yes. Exactly. Right? So The addiction one. Yeah.
[0:22:44] Dave @DCBK2LA: It it was, like, they
[0:22:45] DocNooNoo @doc_noonoo: they knew it was gonna get them addicted.
[0:22:46] Ryan @Rlad1776: But you do you do know what that settlement was for. Right? It was almost...
[0:22:50] Dave @DCBK2LA: 12,000,000,000. Oh, no. More like...... Billion. Right? Yeah. Crazy. I mean, that's why......
[0:22:55] Ryan @Rlad1776: Applied only half of it to this quarter's EPS.
[0:23:01] Dave @DCBK2LA: And they still ended up... And they still were down?
[0:23:04] Ryan @Rlad1776: Well, yeah. Yeah. Yeah. Because they came in and around... Without that adjustment, they would have been somewhere in the $7.07 $28 per share earnings. Right? So they took half of the write off this quarter. My point is this. There's another half of that write off that's coming in q one of twenty twenty seven. Right? So they applied half of that write off this quarter. The next half is coming next quarter.
[0:23:39] Dave @DCBK2LA: Where are they spending money... Where is Meta spending money right now, dude? Like, they're not really... Yes. They're training somewhat, but, like, they're not spending anywhere near the amount of money that Anthropic and OpenAI are. Didn't they say they were going to, like, the hardware business or something? Like, what's the deal? Where is the money going?
[0:23:54] Ryan @Rlad1776: I mean, it's going into a lot of different places. Right? I mean, it's new models. It's a build out of the AI infrastructure. But here's the thing, Dave. They don't have to spend the kind of money, and this is what has always been a concern for me when it comes to Anthropic or OpenAI or AI companies that do not have a linchpin or a a foothold. Right? So it's one of the reasons why I keep going back to Gemini or Google. Like, Google doesn't have to figure out where to get all the information because they've got tens of millions, if not billions of people, like, tapping into Chrome or or, you know, their Google search every day. So they're just constantly being an up... Updated with new information or what people are thinking about or what the trends are. Right? I mean, they've they've mastered this. Well, Anthropic and OpenAI, they have to actually pay for that. Right? Like, they have to get that information from Google or from Amazon or from Meta. I mean, Elon, you know, I mean, he's got space... He's got x AI or whatever we're calling it, x or Twitter, formerly Twitter. You know, he... He's got the trends. He's got information. There's a lot of users there. But these other companies like Anthropic and OpenAI, they don't have that linchpin. So
[0:25:29] unknown (Voice H): Yeah.
[0:25:29] Ryan @Rlad1776: You you know... Do you understand what I'm saying?
[0:25:31] Dave @DCBK2LA: A 100%, dude. Like, they have a pipe... It's like they... It's like the money faucet and the data faucet is there for the Googles and the Metas. Right? Like... And I understand.
[0:25:41] Ryan @Rlad1776: And the data is the data and the trends and what people are thinking about or what their... Where their heads are at or what they're searching for. That's what costs the most. Yep. Believe it or not. The data costs the most.
[0:25:55] Dave @DCBK2LA: Yep. I know.
[0:25:56] NatNat @Natnatx007: So I I had, Groth just put in an order for me in terms of where the majority of the spending, like, ranked from one to one to three. The first one is data center. So the majority of the of the money is being spent in data centers. The second one is server chips and compute. The third one is, AI training and running AI models.
[0:26:19] Dave @DCBK2LA: Yeah. And, I mean, that that makes sense.
[0:26:21] Ryan @Rlad1776: Nowhere nowhere does data collection or data analysis come into that,
[0:26:27] Dave @DCBK2LA: which is where all the... Like, if if you... If you're in the advertising world, you know, like, when... Like, first party data is, like, the most coveted type of data out there. You can build all the look alike models you want. You can build all the artificial models and environments and everything else, but nothing will, like, make you... Like like, your models, the success of them depends on how good that data is going in. And if it's real, man, is it that much better. Yeah. 100%.... Lots of money.
[0:26:56] Ryan @Rlad1776: It's like when everybody was shading on Salesforce, I'm like, you you... Like, y'all are crazy. I mean, they they have so many customers. Like, they own the market. And you don't think that all of... I mean, they're SaaS based solutions. You don't think all that information... They're not using it, consolidating it, slicing, dicing it, selling it. Like, they understand what what makes people buy, what make people not buy. I mean, they're they're using all that data. So Meta, you know, they'll be okay, but they are gonna take another write off on their earnings in, I I suspect, probably q one because it was a total of just under 19,000,000,000 in settlement. So they took half this quarter.
[0:27:43] Dave @DCBK2LA: Damn. Wow. And you know what? I think they probably worked the books too to where it's just like, if we're gonna have to take it now, it's already out there. Like, whatever else we gotta throw in here, like, you know, let... Let's not wait until next quarter. If we gotta cut something, let's cut it now. Like, markets already factored it in. There's no sense in bringing it over, like, hoping that either something, like, brings up. But Zuck has been... I mean, he's always been... Like, Meta has always had these monster monster quarters, and then sometimes you just get, like, this, like, he lays the egg, and it's just like, what is this? But it's just blips on the radar at the end of the day when you just zoom out, honestly, like, because... That you're right, Ryan. Like, it's... They're trillion dollar... Like, $3,000,000,000,000 company.
[0:28:22] Ryan @Rlad1776: Yeah. And they're and they're just gonna keep growing. I mean, look. Who am I... I... I'm I'm a nobody. Like, who am I to tell them how they should have done it? From from a a shareholder perspective, I would have rather them take the entire write down this year, but I suspect they probably did it for a lot of tax reasons and and different things. But I'd rather them get that out of the way as well as share dilution out of the way before this year's up and then go into next year with just clean. Right? And... But, you know, there's... I guarantee you, like, I'm not a CFO, So I I don't know exactly why they decided to do it this way, but it would have better... It would have been better for me to see them with, like, you know, I don't know, 30¢ per share or earnings per share after the write off or after the charge charge down. And then next quarter, right, roll into 2027 and absolutely crush it. But Yeah. You know, like, again, I'm I'm calling from the cheap seats here.
[0:29:36] Dave @DCBK2LA: It's all good. Dude, as long as right now, as long as NQ falls off a cliff because Meta is one of the most heavily weighted stocks in the 100. I'm good, bro. In, hopefully, in twenty second. No. No. No. No. Oh, in three sec. No. No.
[0:29:53] DocNooNoo @doc_noonoo: Not the green. It's open.
[0:29:55] Dave @DCBK2LA: Not the green. Not the green. Not the green. Not the green. Oh my god. If you guys think this is bad, you should you should you should check out a 5AM, damn good trading, a DGT, live training session. Oh my god. It is the craziest thing you will ever experience in your life. And, Natalie, the red candle cometh. Let's go.
[0:30:15] NatNat @Natnatx007: I was about to say where does Tesla line up in terms of of waste for NQ because Tesla's earning was not the best either.
[0:30:22] Dave @DCBK2LA: Let's go. Oh, Tesla was today? Or
[0:30:24] DocNooNoo @doc_noonoo: Yeah.
[0:30:25] Dave @DCBK2LA: Oh, let's go.
[0:30:26] Ryan @Rlad1776: You didn't think so, Nat? I thought they actually... They did pretty well.
[0:30:30] NatNat @Natnatx007: So the the the revenue compared to 2020... Q three q three twenty twenty five was flat. GAAP income compared to 2025 was down 43%.
[0:30:46] Dave @DCBK2LA: Short it all. Short it all down. Yeah.
[0:30:49] Ryan @Rlad1776: I thought I read a footnote that they changed... I'm not gonna say it out loud because I am not absolutely con... Convinced? Con... Or no. I'm not Sure. Absolutely certain that they did that, but I thought I read a footnote where Was
[0:31:12] Dave @DCBK2LA: there a was there a talk about Tesla, SpaceX?
[0:31:15] Ryan @Rlad1776: Yeah. Yeah. So Elon brought it up Right. In the SpaceX conference call, And he said, yeah. It's a great idea. I'm all for it, but he cannot be involved in it. Right? So he's got a task force both with SpaceX and Tesla that are looking into it. And at the end of the day, they need 50% of all the shareholders from both sides to agree to it in order for the... That merger to happen. But the minute it does, that's a $5,000,000,000,000 company.
[0:31:48] Dave @DCBK2LA: Also Easy.
[0:31:49] NatNat @Natnatx007: Yeah. Ryan, also, the one thing that was really good was the free cash flow. Right? It was up significantly, which is a huge different from Meta.
[0:31:56] Ryan @Rlad1776: Yeah. The... And and that's why I was... I I think that they changed the way that they're they're reporting. That's what I wanted to say. I thought I read that, but I'll need to go back and confirm it. So that's the reason for the decline in the gap versus free cash flow being up.
[0:32:20] DocNooNoo @doc_noonoo: Gotcha. Okay.
[0:32:21] Dave @DCBK2LA: What's going on, Natalie? $29,900. In the words of DGT, dude's gonna take a dump, bro.
[0:32:29] unknown (Voice H): Dude's gonna dump, dude.
[0:32:31] Dave @DCBK2LA: Oh my god, dude. It's gonna be crazy, bro.
[0:32:33] Ryan @Rlad1776: Oh my god. I'm I'm I'm gonna jump on, best probably this weekend.
[0:32:37] NatNat @Natnatx007: Oh, let's go. Let's go. Dave go,
[0:32:41] Dave @DCBK2LA: dude. Oil, dude. $29.84. Dude, no way.
[0:32:45] Ryan @Rlad1776: I just... I I I need to make sure that I get a special code where, like, fees don't suck.
[0:32:50] DocNooNoo @doc_noonoo: We got Oh.
[0:32:55] DocNooNoo @doc_noonoo: Oil 98. Come on. Let's go.
[0:32:57] Dave @DCBK2LA: Let's go. Oil prints up, and queue prints down. That's what I like to see. More red on... Here we go. Seventies. Seventies are nice. Seventies are nice. Let me make back all that money.
[0:33:08] Ryan @Rlad1776: Yeah. Shit's about to pop off in in in Iran. Like, Trump's got everybody. Mhmm.
[0:33:14] DocNooNoo @doc_noonoo: Oh, really? Yeah.
[0:33:15] unknown (Voice F): Yeah.
[0:33:16] Dave @DCBK2LA: Yeah. I'm telling you, man. Shit's gonna get crazy in The Middle East. If they're evacuating in Saudi Arabia, like, come... Like, that's gotta tell you something. I mean, seriously. Monie, go ahead. And then cool off. If you if you wanna chat, just chime chime in whenever, man. Monie, what's up?
[0:33:30] Moni @monitalan: No. Just real quick on the... I'm I'm doing the real quick thing. Just on the Tesla SpaceX merger, it... They have formed a special committee, like you said, just ever... So everybody knows. It includes independent directors from both, and the main debate is the the price. How much Tesla owners would get would be... Is one of the main kinda sticking points.
[0:33:55] Dave @DCBK2LA: Yeah. I mean, Elon, no, bro. This guy sees... Like, this is chess. He sees 15 moves ahead, dude. He literally gives them a flying car a week ago. You know what I'm saying? Like, SpaceX earnings coming up. He knows they're gonna blow it out. Like, what are they gonna say about Tesla? Tesla, maybe not the most. Okay. But we give them a flying car. You know? Like, bro, he sees this stuff. I don't I I don't care what you say. This dude is one of the shrewdest businessmen out here.
[0:34:22] Ryan @Rlad1776: 100%. And there's two things that that don't get a lot of love that I think are the sleepers here. When you look at SpaceX, you look at the increase of paid subscribers for Starlink. Right? I mean, that number is up exponentially. And, you know, I mean, we've been talking about this for a while. Like, he's he's basically gonna take out all of the the traditional cell phone carriers at some point. And, also, in all likelihood, if he can get the speeds fast enough, like, there's no reason to put fiber or put a hard hardwire into your house for for cable or Internet. Like, if he can get those speeds fast enough, he he... He's... This is this is, like, disruptive technology in the making. And then on the Tesla side, just go look at the number of miles that have... The the robotaxis have increased by, I think it's eight x in... Since the last quarter, the number of miles that they've driven. And I was just up in Austin with my son. And I'm telling you, man, these things are everywhere. And, you know, we went out. We kinda did some partying with my my oldest and, like, nobody drove. Like, we just jumped in these things. There's nobody in them. There's no seat. There's no steering wheel. It is the craziest thing ever, and they're everywhere.
[0:36:05] Dave @DCBK2LA: Yeah. I ask people if they would ever get into... If they've ever been in... If you've never been in a Waymo, I'll tell you right now, it's a little bit of a trip. Like, being in a car with, literally, with no driver is a little bit nuts. But remember, like, where we were ten years ago where it was like, oh, we're gonna have self driving cars. Okay. Cool. Like, he just gave us a flying car. Like, you're really gonna sit here and say, no. This is not gonna happen. This stuff is moving so much faster now. Like, it it it... And with how fast all this tech is moving, it's gonna be crazy. Well, you Like, people need to buckle up.
[0:36:37] Ryan @Rlad1776: You could have put a thousand dollars into a Polymarket bet or a Calci bet that a flying car would happen before Grand Theft Auto release. Right?
[0:36:51] Dave @DCBK2LA: That's true.
[0:36:52] Ryan @Rlad1776: You could've. That's You could've made almost like a $100. I mean, it's crazy.
[0:36:58] Dave @DCBK2LA: Yeah. Wild. Wild. Wild. Wild. Alright. What else do we got? Cool. You you there, or you... You're you're coaching? No. No.
[0:37:07] unknown (Voice H): No. No.
[0:37:07] Kool @koolcryptovc: I'm actually heading. I'm I'm in traffic. I'm heading over there to to the coaching thing. And I'm I'm listening to you guys talk, man. So there ain't nothing much on my side. Just... I didn't realize Tesla and SpaceX emerged. That's pretty crazy. That's pretty that's pretty... That's that's that's insane.
[0:37:23] Dave @DCBK2LA: That's insane. Nothing official yet, but essentially, like Ryan said, like, the shareholders have to get... They have to get approval more than... I think 50% is what Nat said or something like that. So we'll see. We shall see. And cool. I need a bio from you for the ATC website. So just write me, like, a two sentence bio if you can. Like, something, like, quick and just send it to me in the group chat. Alright? Thank you, sir.
[0:37:43] NatNat @Natnatx007: Also, credit credit to Ryan. He saw the potential of this merger happening many, many months ago. Don't... I'm not sure if you guys remember the space in which he kinda brought it up as something that he can see happening down the line.
[0:37:56] Dave @DCBK2LA: You know what you what you guys can do? Go check the link at the top, allthingscrypto.eth.limo, and you click on that, and you literally just go... Well, Rockbot's not up there officially yet. I'm gonna give him a voice also, but I wanna see kinda, like, how you guys actually use it first. But you can go query. He's gonna have the next 100 episodes of ATC, and I'm gonna ask him about the hyper liquid call because that's gonna be one that goes down in the history books. Yes, sir. Yes, sir. Yes, sir. So, yeah, I guess we'll see.
[0:38:25] Ryan @Rlad1776: Adding Grok bot to... Or Grok to your chat feels... Initially, you feel like you're, oh, boy. What's about to happen?
[0:38:35] unknown (Voice H): It's a
[0:38:35] Ryan @Rlad1776: waste of do, I gotta tell you. Like, I kinda love GrockBot. Like, it is the funniest, most sarcastic, like, drops the greatest one liners ever. You know?
[0:38:48] Dave @DCBK2LA: It does. It really does. I don't know how I feel because it actually... Like, anytime you add Grock, like, Grock, not Grock bot, by the way, into the chat, it... Like, they monitor... Like, x can see every single one of those. So if you're doing anything Goonish or anything else in the DMs, in the x chats, just be wise and know that they are see... Not that they wouldn't see it anyway. But, look, it's... The encrypted chats, they can't see. So just be smart. But it is a good resource to have in there. I gotta be honest. I like it too. And now Grok bots. Then don't confuse Grok with Grock bots.
[0:39:24] Ryan @Rlad1776: Yes. My apologies. I... I'm sorry, Grock and Grock bot. My... I I didn't
[0:39:29] NatNat @Natnatx007: One's the LLM, and the other one's the agent. Is that how it works?
[0:39:32] Dave @DCBK2LA: One is the LLM. Obviously, Grock, right, is, like, the the guy that they can slut around and can do whatever he wants. And the bots are specifically for me. They're for you, the individual. Right? Your team is your team. They're not meant to go out and mass spam, email, DM, or whatever, but they're there to help you. But having them in the DM now is a little bit weird because I guess I gotta pin them all now. I'm not sure how I feel about it. I like having the other... Anyways. But, guys, if you heard Elon Musk, he has never seen a product grow as fast as Grokbot is growing. They grew from 210 or 15,000 daily active users to almost 500,000 daily active users in weeks. What was it?
[0:40:13] Ryan @Rlad1776: 800 Yeah.
[0:40:16] unknown (Voice D): Yeah. Yeah.
[0:40:16] Dave @DCBK2LA: Oh, shit. I'm... I thought I heard... That's that's even crazy.
[0:40:19] NatNat @Natnatx007: Even bigger than you thought it was. That's insane.
[0:40:21] Ryan @Rlad1776: Yeah. It's... I I thought it was 800. I mean, I might be wrong, but it... That's that's like... Sheesh. Sam who?
[0:40:33] NatNat @Natnatx007: Exactly. Dave's taking profit, guys. Give him one second. He's taking profit from his n q position.
[0:40:43] DocNooNoo @doc_noonoo: That's very
[0:40:44] Dave @DCBK2LA: Sorry, guys. Sorry. Bub Bub is making a really funny sound right now. Give me one sec. He's, like,
[0:40:48] unknown (Voice F): doing the... I don't know what
[0:40:49] Dave @DCBK2LA: the hell he's doing. Give me a minute.
[0:40:55] NatNat @Natnatx007: Hopefully, he is alright. I'm still on the treadmill, but nurturing this oil position. But it's gonna be very interesting to see how it all plays out.
[0:41:04] Kool @koolcryptovc: You you... Do you you think oil oil goes higher? I mean, there's a lot of... My time line's be filled filled with this, you know, all this war stuff going on. But but what do think? Higher or just, you know, flat?
[0:41:17] NatNat @Natnatx007: Yeah. No. I think it goes higher. 100 is a big area, though. It tried to break above it twice. I do think if we come at it the third time with some strength and some volume, there's a chance that we actually break through that ceiling. Overall, like, if you zoom out just on the chart, no news or anything, you zoom you zoom out on the on the weekly, but also the four month chart, it's telling you that it's getting ready for a move up to one twenty. Doesn't mean it can't revisit, like, 95 or 96, but it's telling you that higher is is more likely even on the quarterly as well. How it relates to markets, right, which is also very interesting. There has been moments in markets in which oil has done this slow grind or this slow move to the upside, and we've seen markets grind up with it. Same with VTC. However, I do believe that if we start to see an aggressive spike, like an aggressive move in oil, I do think it rattles market. Right? So if we get, like, a god candle in oil, it'll be very difficult for the markets to shrug that kind of of movement off, which is gonna... You know, it's going to mean more buying opportunity. We know that the long term trajectory for the for the equity markets, straight up. You guys can can zoom out. So every time we have a moment in which we sell off deeply, it's usually followed by some kind of a long term recovery. Right? So if oil gives us that aggressive spot to the upside, me, myself, I'll be... And probably Ryan too, we'll be looking at buying opportunities. So a lot of... There's a lot of fear mongering on the time line right now. Like, oh my god. Markets are gonna crash. Markets are gonna crash. If you zoom out, every crash is usually followed by a beautiful recovery. A lot of these stocks that hit these lows during a crash, usually about, like, a year later, you're sitting... They're sitting nicely close to a high. Right? We saw that when was it? '20... In 2020 during the COVID crash. Look at a bunch of the stocks now. Right? Even before that, we had a big crash during, 09/11. Look at those stocks now. Right? Grant... And even the .com bubble. Granted, a lot of these .com companies, for those that couldn't provide revenue, those that had, like, no substance to it, those are no longer here. But if you invest in solid companies, even during a crash, you should be okay. Always have your list of what Ryan calls your cleanest dirty shirt to prepare for times like these.
[0:43:48] Ryan @Rlad1776: Yeah. I mean, the way I approach it is I always have, like, anywhere between eleven and fifteen percent of, like, what I'm investing in cash. Right? Because you you you don't know when these things are gonna happen. Right? And the other thing I have sitting right next to that is my cleanest dirty shirt list. And it's it's basically things that I've back tested that in previous, drawdowns or, corrections have gone down the least and come out first. Right? Because those clearly are the winners. Right? Those are the ones that are running their companies the best way. I mean, you look at, Net, you look at CrowdStrike, you look at Salesforce. You look at... I mean, know, there... There's there's probably 50 to 70 of them in... On there. And then I also have my... Like, what I I think might be a gems list, and they're basically all from the the Russell 2,000. Because I do think that AI, if a company in the Russell that's doing a 100,000,000 a year adopts AI and they deploy it appropriately or... And strategically, it becomes a force multiplier for them. And suddenly now, they're able to compete when they're... When a sales rep is in... I'll use Sentinel AI. They're they're a
[0:45:32] Ryan @Rlad1776: they're like... They're a competitor to CrowdStrike. Right? If they use AI appropriately and they can create a force multiplier, right, and get economies of scale, they can be in the same type of deals that CrowdStrike would normally have just one. So you wanna look at those things. I mean, just go take a look at... I mean, I know Milo, you've looked at them, and maybe you're even in them. Like, go look at c three AI. Go look at Sentinel. Go look at Rackspace. Go look at Fastly. Go look at Zoom. I mean, go look at RingCentral. You know, all of these companies, they've applied AI in the right way, and they're able to compete without having to spend more money, which means that they're they're moving towards profitability or higher profitability. And that's where capital is gonna flow. So, yeah, I mean, it it... It's it's an interesting world.
[0:46:40] Ryan @Rlad1776: But, you know, Nat, I've been meaning to ask you this, and I'm sorry, Dave, if I'm taking us off track of what you wanna talk about. But, like, I keep going back to who gets hurt the most with dollar strength and high energy or oil prices. Like, truly, when you think about it... I mean, everybody gets hurt, but who gets hurt the most? So if my euro is weak or if my GBP is weak or if my yuan is weak and oil is high, right, who gets hurt the most? It's not us.
[0:47:22] NatNat @Natnatx007: In terms of country, it's sure... It's certainly not The US.
[0:47:26] Ryan @Rlad1776: That's right. I mean, we do get hurt. No. I'm not
[0:47:28] NatNat @Natnatx007: But not as, like, our doll... Because our dollar would be strong.
[0:47:33] Ryan @Rlad1776: Right. And and I'm not I'm not saying that, it's not a... I'm not saying it it doesn't suck when you go to the gas pump today in The US and you fill up. And what used to be, you know, 40 or $50 is now 60 or 70 or 80. But can you imagine being in The UK right now or in a Euro country where
[0:48:01] NatNat @Natnatx007: Or Paris. Right? That's a whole decent because of the... What's happening right now. The... They got... They couldn't take it anymore. The prices were skyrocketing, and they just couldn't take it anymore. Right?
[0:48:11] Ryan @Rlad1776: Right. So if you're living in one of those countries, right, and you want to invest in something and you want to try to either compensate or make money on your money, where is your capital flowing? It's not investing over there. It's investing Over here. Capital is flowing here. Right?
[0:48:35] DocNooNoo @doc_noonoo: Yes.
[0:48:37] Ryan @Rlad1776: You see what I'm saying? So I think at the appropriate time... And I don't know when it's gonna be. I mean, Jesus Christ, they're waiting. Sorry. They're... I mean, they're certainly waiting long enough. But I I do think at the appropriate time, we may start to see kind of a a settling on the oil or the energy prices where they become reasonable. And you also add into that that we started this year only producing around 9,000,000 barrels per day. We're up to almost 14,000,000 barrels
[0:49:15] NatNat @Natnatx007: per day. Yeah. But I think I read something today, Ryan, that that that supply is shrinking. I'll double check.
[0:49:23] Ryan @Rlad1776: Shrinking how?
[0:49:29] NatNat @Natnatx007: So you don't have as much, oil per barrel in reserves as we used to.
[0:49:35] Ryan @Rlad1776: Oh, from a reserve standpoint, 100%. But the the output, right, meaning what we're pumping and putting out into the market is increasing. Right? So the distinction there is what we have in reserves versus what we're actually putting out into the open market. Because, I mean, yes, reserves are important in case of emergency. But my point is is that we are producing more and selling more out into the open market. And the the the... Kind of the black black site deals that were happening... I mean, there's a reason why China has 1,400,000,000 barrels in their petroleum reserve. Is because they were going to China and Russia, and they were buying it for $25.30 bucks a barrel while the rest of the world was paying $65.70 dollars a barrel. Does that make sense?
[0:50:37] NatNat @Natnatx007: It makes a lot of sense, but it doesn't mean that the price of the oil is the price of oil in general cannot increase. Right?
[0:50:43] Ryan @Rlad1776: No. No. And and the chart tells a story, and I've learned that. And I I do think that it's gonna go up, but I don't know if it's going to... And and, you know, I listened to North Star very closely this morning, and I I don't disagree with them. I think at some point, we get to those those levels that nobody ever expected. Just like we got to those levels, you know, back when oil went negative, and nobody ever expected that. But I do think that we get into a period where oil is reasonable and gas and diesel prices are... It's sustainable because they're going to run this hot. And as long as wages... And they have shown this in the past prints over the last three quarters, wages are going up. I'm not saying exponentially, but they are going up slightly. And that's what you need to see in order for people to be able to continue to kinda stay consistent with the current rate of inflation. So
[0:51:52] Dave @DCBK2LA: Does that
[0:51:52] Ryan @Rlad1776: This PC print's gonna be interesting. We'll see.
[0:51:55] Dave @DCBK2LA: We shall see.
[0:51:56] DocNooNoo @doc_noonoo: Very interesting.
[0:51:57] Dave @DCBK2LA: Natalie, n q's still going. I'm gonna hold it. I gotta get to I gotta get to even. I gotta get to even. I'm gonna pick
[0:52:02] DocNooNoo @doc_noonoo: my You got this.
[0:52:03] Dave @DCBK2LA: I got this. Another red candle down, baby. Good.
[0:52:08] NatNat @Natnatx007: But one quick thing I I wanted to say before before before we hand it off to Monique because she had... She's had her hand up. Ryan, I... One thing I do agree with you, I do think the amount of oil that we're putting out into the open market, it is going to not allow oil to get to incredibly extreme levels. I think it's going to help put a lid on things at some point in time. Right? I do think in the interim, even if oil comes down a little bit, I do see it going higher.
[0:52:43] Dave @DCBK2LA: Good stuff. Good stuff. Good stuff. Okay. As long as... No. As long as... Just keep pushing NQ lower. 29, 35, 35. Let's go. Alright. This is good. Money
[0:52:53] NatNat @Natnatx007: Let oil run. That's that's... And then NQ will go low. Oil run.
[0:52:58] Dave @DCBK2LA: Here's the thing also. Just a quick heads up to what we're talking about before. Tesla's CFO cut this year's CapEx guidance to 20,000,000,000 down from 25,000,000,000. The street's already worried about AI spending, so a mega cap pulling back could move Tesla after hours and weigh on NQ sentiment. Obviously, I get these real time. Thank you, Grok bot. And it also said Saudi civil aviation says an attack on King Fahed Airport in Dman today killed one person and injured eight. The Saudi led coalition says it shot down four drones over the eastern province. This is crazy that the Saudis are under attack. This is wild. It's the first confirmed deadly hit in Saudi Arabia's oil region during this week's Houthi and Iran tension, so it could pressure NQ and BTC overnight if it moves toward Aramco sites. Keep that in mind. Oh my god.
[0:53:47] Kool @koolcryptovc: Yeah. Yeah. I I just saw a headline. I don't if guys said this already, but, the headline was, they ordered, families of, Americans as soon as it's to leave Saudi and Qatar, like, three other countries, man. So, I mean, some... Something's about to happen. Something big is coming, so we don't know. We'll see.
[0:54:02] Ryan @Rlad1776: Yep. Yeah. And on Tesla, I'll tell you, you're gonna wake up to either 03:60 or four twenty.
[0:54:09] Dave @DCBK2LA: One of the two.
[0:54:11] Ryan @Rlad1776: Because that's where that's where the biggest OI is. Three sixty on the short side and four twenty on the long side.
[0:54:20] Dave @DCBK2LA: No. I'm
[0:54:21] NatNat @Natnatx007: gonna It's already going down. It's giving up some of the games already.
[0:54:23] Dave @DCBK2LA: That's it. I'm gonna get... I got my finger on the trigger. Monty, sorry. Thank you. Go ahead. What's up?
[0:54:31] Dave @DCBK2LA: Credits.
[0:54:35] Dave @DCBK2LA: No credits. Speaking of no credits, there's no credits here? Uh-huh. That would've been a perfect segue. Credits and no credits.
[0:54:45] DocNooNoo @doc_noonoo: I think we lost money.
[0:54:46] Dave @DCBK2LA: Nah. I think maybe, like
[0:54:47] NatNat @Natnatx007: I'm sorry. Wanna go... We probably... She probably... Yes. She fell asleep while Ryan and I were talking about all. Yeah. Yeah. Gotcha.
[0:54:53] Dave @DCBK2LA: Okay. It's all good, money. It's all good. My god. Natalie, I freak out. I see all this red red, I'm like, yes. Yes. Yeah. I'm too emotional for this. I'm too... What am doing?
[0:55:03] DocNooNoo @doc_noonoo: I'm too emotional. Are are you out there? Are are we making
[0:55:07] Ryan @Rlad1776: throwing some stuff out there. It's like, put volume profiles, like Did I? You know, like, part one, part two. Like, let's go.
[0:55:16] Dave @DCBK2LA: Three and four.
[0:55:16] NatNat @Natnatx007: Are you making a... Are we good? Are we... Are are we making some of the losses back?
[0:55:20] Dave @DCBK2LA: Yeah. Yeah. Yeah. Yeah. Yeah. I think I'm gonna take 50% off the position here now anyway, so we'll see. Yeah. Mona, are you back?
[0:55:29] Moni @monitalan: Yes. I actually had a question about Zoom. Because isn't Zoom, like, one of the early investors in TwinTropic? Yeah. Do we think that impacts their stock price or their reporting?
[0:55:42] Dave @DCBK2LA: And then... I mean...
[0:55:43] NatNat @Natnatx007: Yes. Yeah. We covered this, like, a few months ago. Remember?
[0:55:46] Dave @DCBK2LA: They own...... To the videotape?
[0:55:49] NatNat @Natnatx007: Yeah. Yeah. I I asked Grokbaud to to run it. You'll see they own... I forget how many private shares of Anthropping, and I do see them benefiting off the IPO even if it's just temporarily. But overall, if you just look at Zoom on its own, it has this rounding bottom pattern in which we've seen other stocks that have had the similar pattern go on crazy, crazy runs. Right? So something to keep an eye on there.
[0:56:16] Ryan @Rlad1776: So, Moni, do you do you pull up charts at all?
[0:56:19] Dave @DCBK2LA: Do you chart? What's up?
[0:56:21] Ryan @Rlad1776: Or or do you
[0:56:22] DocNooNoo @doc_noonoo: I don't.
[0:56:23] Ryan @Rlad1776: Well, I mean, do you pull do you pull up tickers and kinda look at the... What's going on in terms of the... I don't know whether
[0:56:31] DocNooNoo @doc_noonoo: I do. But I'm not very good at
[0:56:32] Ryan @Rlad1776: reading.
[0:56:33] Dave @DCBK2LA: But I
[0:56:33] unknown (Voice G): do look at the tickers.
[0:56:34] Ryan @Rlad1776: Go look at RingCentral. Okay? And go look at Fastly. So RingCentral is r and g. Fastly is f s l y. And if you look at look at it kind of long term, so five years ish, and you see how it just kinda bounced along the bottom there forever, and then suddenly it turned up and it absolutely ripped.
[0:57:05] Ryan @Rlad1776: I have a theory and... Or Nat and I have a theory. Maybe it's my... More my... Because I don't wanna put words in Nat's mouth. But, like, if you go back to COVID era, all of the things that absolutely ripped. If you go back to COVID and you remember, like, Fastly was at, like, 200. Crazy. RingCentral, crazy numbers. Zoom, crazy numbers. And then COVID ended, and they just literally bounced along the bottom for the last four, four and a half years. Once they start to turn up, you can expect a pretty good rise. So whether it's the TA, the chart, or it's time, you know, who knows why. But, yes, Anthropic or or Zoom did buy a big position in in in Anthropic, but that's gonna be a onetime benefit when they get... When they IPO.
[0:58:02] DocNooNoo @doc_noonoo: Yeah.
[0:58:03] Ryan @Rlad1776: Right?
[0:58:04] NatNat @Natnatx007: So total value is $3,100,000,000.
[0:58:08] Ryan @Rlad1776: Right. So they'll recognize that
[0:58:10] Moni @monitalan: one time. Bump. I'm just kidding. Yeah. Yeah. I get it. Yeah.
[0:58:15] Dave @DCBK2LA: Little bumpy bump. But it's
[0:58:16] Moni @monitalan: how they use that it's how they use that money too. Right? And, also, they have a strategic alliance Yes. With Anthropic. Yes. They do.
[0:58:24] Dave @DCBK2LA: You know who else was an investor in Anthropic? My guy, Sam Bankman Fried, baby. Shout out to the SPFs of the world sitting in central booking. You'll have your time, bro. You will have your time.
[0:58:35] Ryan @Rlad1776: Don't worry. I read a random
[0:58:37] Moni @monitalan: The interesting story is that Eric Smith's... Right? Like, he... His ex wife is now married to Dario, and Eric is the second largest stakeholder in Anthropic because he introduced them.
[0:58:49] Ryan @Rlad1776: Yes. So Dario's holds 2% of Anthropic, and Eric holds 1%.
[0:58:55] Dave @DCBK2LA: Nerds. Gotta love them. Incestual. And they're passing around. Why is this insane? What is going on?
[0:59:01] Ryan @Rlad1776: Yeah. That's that's that's what happens over in Silicon Valley, dude. Everybody knows everybody. But I will say this, like, it is... Yeah. It's it's kinda crazy how that is so incestuous over there. But, you know, money money, kinda syncs up with money, and they all get in the same deals at the same time. So... But Zoom is definitely a good play. Like, that thing, and that... I don't know what your high targets are on that. But
[0:59:32] NatNat @Natnatx007: All time high if we break one fifteen.
[0:59:35] Ryan @Rlad1776: Yep. One fifteen, you're seeing, what, 300?
[0:59:41] NatNat @Natnatx007: Oh, yeah. Yeah. Over the years. Right? So it can take about, like, a year or so to get there. That... Hence, leaps.
[0:59:49] Ryan @Rlad1776: Right. So that that that would be a good options play if you can get cheap leaps 2028, 2029. But just go look at RingCentral. Right? I mean, you know, now we've been calling that since '28. It's almost $80 right now.
[1:00:07] Dave @DCBK2LA: K. Let's talk some crypto. Good stuff. I don't have much, but apparently, Solana went, underwent a big... Or a huge consensus upgrade today. The biggest one since they actually launched the chain. We're not gonna mention the 11 times that it went down in the first couple years. That's fine. We are not here to do that. Went live on mainnet today and replaces the original system used since 2020. It's called AlpenGlow. Cutting finality to, I guess people still need faster, to a hundred and fifty milliseconds. I don't even know how this is still a thing. Finality drops from... Oh, wow. It was twelve point eight seconds to a hundred and fifty milliseconds, roughly an 85 to 99% reduction. Finality is the point where a transaction becomes irreversible. Didn't I know that it was... Oh, because they were giving you the... Oh, I remember this. I remember this whole story where it was like, you were getting the confirmation, but it was before and blah blah blah blah blah. I got it. I got it. I got it. It replaces the old system. Still upcoming, not part of this activation. Validator votes move off chain. Oh, validator votes move off chain. Validator sends signed messages directly to each other. These are aggregated into compact BLS certificates instead of being recorded as on chain vote transactions. How do we feel about this this off chain stuff? This frees up roughly 75% of the block space, which I think was obviously a big thing for Solana, that was previously consumed by vote transactions. Headline TPS numbers on dashboards will drop sharply, and real user activity stays... Even if real user activity stays the same because votes no longer count as transactions. Oh, nothing burger? What do we think here, guys? Money, Nat, anything? Cool?
[1:02:02] Dave @DCBK2LA: Alright. Good talk. What else you guys wanna talk about? What else we got, cooking?
[1:02:06] Ryan @Rlad1776: Good talk, Russ.
[1:02:07] unknown (Voice H): Yeah.
[1:02:07] Ryan @Rlad1776: Yeah. Good
[1:02:08] Dave @DCBK2LA: talk. Good talk. Good talk. I guess crypto is not really on the minds of many, I guess, nowadays. You know? NFTs and whatnot.
[1:02:13] Ryan @Rlad1776: From from a TA perspective, you know, Soul looks pretty good, you know, in my opinion. But, again, I'm a noob. I've only been doing it for about a year now. But, you know, people I really respect that that make a lot of really good calls have said that, you know, SOL looks strong. So I I don't know if that is... Has any impact on the price action, but it definitely does look pretty good. So
[1:02:48] Dave @DCBK2LA: Solana. Solana. Solana. I guess we will say... Oh, hold on. Here comes Milo. Milo's coming up to Troy's.
[1:02:54] Ryan @Rlad1776: I mean, you're either getting 8 or you're getting, you know, 300.
[1:02:57] Dave @DCBK2LA: For $23.60, which one? Milo, what's up?
[1:03:03] Milo @0dteSPY: Hello.
[1:03:04] unknown (Voice H): Hello.
[1:03:05] Milo @0dteSPY: I have a few comments. A lot of them are in
[1:03:07] Dave @DCBK2LA: the comments. I was actually gonna read the Reddit one because that one actually struck the chord. But please, now that you're up here, go ahead.
[1:03:13] Ryan @Rlad1776: Yeah. Milo, don't make me invoke invoke, Grok in the comments.
[1:03:18] Dave @DCBK2LA: Yeah. Exactly. Plus we get it on tape now. You know what I'm saying? Like, now we can go to the vid. Like, we can query all this. Go.
[1:03:23] Milo @0dteSPY: You know I gave you my bio. Right?
[1:03:25] Dave @DCBK2LA: No. I didn't, motherfucker. Can you just say that? You should've just said that instead of letting me yell at you the whole time. Thank you. I appreciate you.
[1:03:31] Milo @0dteSPY: I put the fucking thing in the goddamn whatever, and now look what's going on. Now I'm gonna have to have Grock fucking go ham.
[1:03:39] Ryan @Rlad1776: The whole point is Grock deleted it. It said, does not pass go. Do not collect $200.
[1:03:45] unknown (Voice D): Fuck Grock. He's a bitch.
[1:03:48] unknown (Voice H): Alright. Go.
[1:03:49] NatNat @Natnatx007: I leave for, like, two seconds, and this is what... Oh my my god.
[1:03:54] Dave @DCBK2LA: Go ahead, Milo. Hit it.
[1:03:56] Milo @0dteSPY: No. So, look, I I... I've said... And I say this again. Right? Like, follow Grayscale. Watch what they're doing. Right? Watch the ETFs. Watch the r... RWA play. Right? I know everybody likes to dog on avalanche. That's been my thing for a while. I was in at six. We're at nine or ten right now. It's it's cooking along. Right? Zcash recovered because, of course. Dash recovered because of course. Everything is recovering because of course. But, yeah, I mean, take
[1:04:27] Dave @DCBK2LA: a look, right, as far
[1:04:28] Ryan @Rlad1776: as Fastly goes. You...
[1:04:29] Milo @0dteSPY: If you're missing the TikTok narrative, right, and TikTok was supposed to get banned and all like that, that's partially why it dumped off. They had to change their business model. Changing celestial or whatever you wanna call it, replacing celestial self-service, it's not happening. Not in our lifetime. But, sure, we can do it with satellites because Elon said so. Give me a break. Comments are down there. Take a read. And by the way, that all came from Grok. I didn't just make it.
[1:04:55] Dave @DCBK2LA: I know. You're... You you don't... You never write that. Your handwriting is definitely not like that. But, also, I thought the Reddit point that you made was really interesting because I remember seeing... Do you guys remember how OpenAI, like, literally suckered Reddit into, like, a seven year data deal way back when when nobody really gave a shit as to, like, what it was? They got... Like, they got, like, a little bit of... Like, an influx of money. And what's the Reddit founder's name? I guess, married to Serena. I forgot his name. But bottom line, like, he was one of the first social platforms that Sam Altman went to and struck a deal with. They threw a ton of money at it, and that was, like, a bit... That was a huge training ground from a data perspective for OpenAI in relation to what we were saying earlier. So, yeah, Milo, you were spot on in the comments there. I actually remember seeing that interview with the Reddit founder being, like, they got... Like, he got us. I... If I can go back, this is the one thing that I would literally, never do again was to get in bed with this dude. And I was like, wow. Crazy. Crazy. Crazy. But, hey. You gotta
[1:05:57] Ryan @Rlad1776: you gotta feed the beast. I've been watching Reddit. Like, I like this area right here. If it can hold one fifty three fifty, it has some upside. If not, you're looking at probably one thirty five to one forty, maybe even one thirty. But it... It's not a horrible play, to be frank.
[1:06:20] Dave @DCBK2LA: Yeah. I I don't think... Listen. Who knows? Who knows? Yeah. Mona, go ahead and then we'll say what's up to to to to Jabila.
[1:06:28] Moni @monitalan: Sorry. I rugged. Remember that SpaceX announced that it acquired, like, Nationwide 800 MHS Spectrum? So that's actually... Is huge for them. Right? And there was a rumor at one point that they would acquire to T Mobile, but this actually makes them a competitor to T Mobile, AT and T, and Verizon. And all of their... Like, T Mobile, AT and T, and Verizon stocks crashed right after that announcement.
[1:06:54] Dave @DCBK2LA: Yeah. What do you think... Like, do we think... And, Milo, I hear what you're saying in terms of, it's never gonna take over in our lifetime, but it can disrupt a lot of shit. Right? Like, it doesn't... The tech doesn't necessarily have to be all the way there in order for, you know, these companies to be like, my god. We already saw these telecoms trying to obviously, like, mergers... You know, merge with one another, you know, and just in order to probably stay profitable. So what do you think? Maybe, Milo? So remember,
[1:07:20] Milo @0dteSPY: cost is always a factor. Right? And if you look at the cost of Starlink, compared to fiber, right, like, I pay $80 a month for my fiber. Starlink is, I think, a buck 30. I'm not changing. Right? Like, if I'm out in the middle of nowhere, it might be cool, but we're talking about, you know, US. That's not there. Then if you start looking at other countries, you start looking at wherever, pick your third world country, I don't really care, they're not charging the same rate. So, that price per month is obviously going to... You know, it's going to be in a range, but it's not the same everywhere in the world. So, yes, you can be adding customers, but the cost is not smooth,
[1:08:07] Dave @DCBK2LA: as they like to say.
[1:08:08] Milo @0dteSPY: So just just keep that in mind when they start throwing out the numbers. The guy in Poland or wherever isn't paying the same thing as
[1:08:14] Ryan @Rlad1776: Yeah. That... That's the important thing, Milo. But, like, I can get Starlink right now for $39.95 a month down here in Houston. The the... My issue is is it's not... It doesn't meet the same up... Upload and download speeds as my AT and T Fiber.
[1:08:35] Dave @DCBK2LA: How far off?
[1:08:38] Ryan @Rlad1776: It's maybe about... So it's about 60%.
[1:08:42] Dave @DCBK2LA: Wow. I mean...
[1:08:43] Ryan @Rlad1776: Now if you're just if you're just, like, messing around, like, you know, you're going on a... Your computer to, like, look at your Facebook page or stuff or you're not working out of your house, it it does just fine. Right? But if you're working, right, and you're working from home, it does have... It... That that that variance does have an impact. But it's it's actually cheaper than my AT and T fiber, but it's not as fast. So if they can close that gap, I'm switching Yeah. 100%.
[1:09:24] Dave @DCBK2LA: True. Alright. Good stuff. Jay Pillow, welcome to ATC, man. What's going on?
[1:09:30] J Pilla @JPilla925: What I what I what I... There was a couple of things that I just wanted to pop in on. So when I originally raised my hand, it was because you were asking the question on whether it's good or bad for the upgrade for Solana to drop it down from the 12 whatever twelve point three seconds, basically, in the background or a hundred and fifty millisecond. I think the reason that they're doing that is because they're trying to take share of the TRIFI that's gonna come off of the blockchain. Because right now, Ethereum seems to have the biggest share of that. Right?
[1:10:10] Dave @DCBK2LA: 100%. I mean, there's no...
[1:10:12] unknown (Voice G): It's Yeah.
[1:10:13] Dave @DCBK2LA: No secret. You know what I mean? Like, they have the the most deep money, the most stables are on the... Are on Ethereum for sure.
[1:10:21] J Pilla @JPilla925: Right. So I think that that will just... Or I think it is good for them. I can't say that, you know, that it's gonna make a difference at the moment, But I know there was... I can't remember who it was. Wasn't black... It wasn't BlackRock, but there was somebody that wants to put it on Solana. Does anybody know?
[1:10:50] Dave @DCBK2LA: Like a fund?
[1:10:51] J Pilla @JPilla925: Credit... CryFi. Just moving CryFi over to the blockchain.
[1:10:55] Dave @DCBK2LA: I mean, like, as in, like, real world assets, like tokenized treasuries, credit funds, like, was there anything specific? I mean, there's probably a ton, and I'm sure they have a bunch. And I I remember seeing even some announcements. Like, I think they're they're... I think they'll be a player. You know what I mean? Like, I don't know how big of a... You know, where they're gonna sit at that actual table. But I don't even know where Ethereum's gonna sit at that table, but we just saw, obviously, JPMorgan, JPM Coin is now gonna put some stuff on there, you know, for some of their bigger clients. So I guess we'll see. It's... You know? Yeah. I guess we'll see. But, yeah, please go ahead.
[1:11:28] J Pilla @JPilla925: What... Wait. It was on Solana? So JPMorgan is going on Solana?
[1:11:32] Dave @DCBK2LA: No. JPM is gonna... No. They're on Ethereum. Yeah. Okay.
[1:11:37] J Pilla @JPilla925: Alright. Yeah. I was just just making sure. I was like, man, was I high when I click anymore? And that... But but the other thing too was Starlink. So because of the things, not to get into politics, but because of the shit that happened over in in Ukraine where the speed slowed down or whatever for a certain amount of time. So Canada and the EU are looking to do an alternative. And that's something that I just wanna see what people think about. I mean... Trying to kind
[1:12:17] Dave @DCBK2LA: of Yeah. I guess let's let's see. I mean, Elon has such a jump on everybody. I mean, look at what SpaceX has done versus what NASA's... You know what I'm saying? Like, it's just when you look at private versus public sector, they can want all they want. Right? And I'm sure they have a ton of money to do it. But now Elon has trillions behind his back now. You know what I mean? And I I, like, I think bay... And just listening to the earnings call yesterday, I'm telling you, just listening to Elon say, hey. We wanted to go buy more turbines for data centers, but you can buy 90% of the turbine or whatever. But this specific piece, you won't get until fifteen months later. And it's like, wait. What? But you need these pieces in order to do... And I'm saying to myself... And then he's telling everybody, so think about how far ahead we are, and I don't know shit from shit about gigawatts 16 versus 20 versus 30. I know nothing about that stuff, but he is saying we are so far... We are literally eight to nine years ahead in terms of competitive advantage for any... Like, because they don't even make the parts that you can buy now for the things that... The the infrastructure that you will need in order to be able to compete in this race. So I don't know. Maybe maybe people
[1:13:32] Ryan @Rlad1776: The only thing I will say on it is I'll just invoke some names. GM, Ford, Chevy, Lucid. You know, you can go down the list and look at all the other companies that came out, whether they were... They decided to make an investment in, EVs or they were pure EV plays, they're all losers compared to Tesla. Yeah. Like, Elon does not lose. Y'all can... I mean, everybody can hate on him all all they want, but he just... Those days don't
[1:14:09] Dave @DCBK2LA: lose him. Bro, he's not going back to the... I need a $50,000,000 loan from Chrysler. Sorry, Pillar. Go ahead.
[1:14:16] J Pilla @JPilla925: But but can I bring up BYD? Who?
[1:14:21] Ryan @Rlad1776: BYD? You can bring
[1:14:22] unknown (Voice H): up Boyd all you
[1:14:23] Ryan @Rlad1776: want. You can bring up You can bring up Boyd all you want, but they ain't never ever ever ever getting here. Like Really? This is not gonna happen.
[1:14:33] unknown (Voice H): Just
[1:14:33] J Pilla @JPilla925: I'm just saying... No. So
[1:14:36] Ryan @Rlad1776: America is never gonna
[1:14:38] J Pilla @JPilla925: no problem.
[1:14:38] Ryan @Rlad1776: I mean, you know the amount of taxes that that Tesla generates and the number of people that they employ? Boyd and and any of the other China EVs are never getting here. They're just not.
[1:14:52] NatNat @Natnatx007: So for for the audience, Boyd is a Chinese EV company.
[1:14:58] J Pilla @JPilla925: Mhmm. And they're amazing, by the way. And I'm like... No. No. No. And I'm from...... Shit. I'm from the... I'm from California, so I don't get it twisted. I'm not like a fucking plant or whatever. I was just... The research that I've done... Is it Boyd? I just call it b y d.
[1:15:19] Ryan @Rlad1776: Yeah. It's Boyd. Yeah. It's b y d.
[1:15:22] J Pilla @JPilla925: Okay. Boyd. So
[1:15:24] NatNat @Natnatx007: So j j Pillar, real quick. One thing that I did did wanna touch on in terms of which hedge fund and Solana. I know Goldman Sachs have been... Has a, a big position, but that's more on the ETF side than the Solana ETF. Think they have about 1,100,000,000 worth on the ETF.
[1:15:41] J Pilla @JPilla925: I would I would... Hey. They're just... What do you think? Isn't it care... Why would you... Why would that even be beneficial to have a passive blockchain, what is it, TPS for ETF when ETF is basically... In my personal opinion... And, look, I'm still brand new to this shit. I've only been in it for about three years. So... But, like, why would you wanna be able to have a faster blockchain blockchain for an ETF? It's... ETFs, in my my personal opinion, are just, like, paper gold was or is. Am I wrong, or can someone school me on this? If I'm wrong, I'm wrong. I'm not... Know, I'm still learning. Yes.
[1:16:34] Dave @DCBK2LA: I mean, I'm not the guy to talk to on ETFs, but, I mean, you know, maybe... I'm sure Milo's a big fan of the ETF game. Watch what Grayscale does, he says. So, Milo, you wanna you wanna chime in?
[1:16:43] Milo @0dteSPY: So... Yeah. So I... You know, I... So I wield the ETFs. Right? So it's extra money that I can generate just from playing the the wheel game. Right? I'll I'll sell contracts. I'll buy contracts. I'll use puts to enter, you know, whatever. I'll sell covered calls, and, I can just sit and wait and get extra income off my shares. So, for me, that's what I like to do with it. Sometimes I'll throw leaps out there if there's enough if there's enough volume in the chain at a certain strike that I think it can hit. There's a lot of different ways that you can play with the ETFs, but I also hold the coins. So, you know, sometimes I stake my stuff. Sometimes I decide to do lines of g fuel and play with pump fund, but I always have the ETFs in the background that I can generate a little extra cash on.
[1:17:35] Dave @DCBK2LA: Does that make sense, Pella? You good?
[1:17:39] NatNat @Natnatx007: Also, some Pella, some people would rather the traditional route because for them, it minimizes risk versus direct investment into cryptocurrencies.
[1:17:51] J Pilla @JPilla925: True. But I'm just trying to... Okay. So an ETF is basically, like, a paper coin. So they don't... It's not backed one to one, is it? Like like, stable coins are backed one to one on the dollar. And gold has their, you know, that's not back.
[1:18:17] NatNat @Natnatx007: I think it all comes down to I think it's all... It all comes down to to investor preference and their risk tolerance.
[1:18:27] Milo @0dteSPY: Wait. No. Some of the ETFs are spot ETFs.
[1:18:30] unknown (Voice H): So
[1:18:30] Milo @0dteSPY: they're buying and selling the coins, you know, as the inflows and the outflows go out of the ETF. Right? Then you have the two x leverage, which might be more paper based. But Okay. IBit, Ethereum, there's there's a whole list of them that they're buying and selling the coins.
[1:18:48] NatNat @Natnatx007: Yeah. But for which one someone prefers, we can go at this all day. But I think at the end of the day, it all comes down to investor preference and what their risk tolerance is, what they're more familiar with, what they feel safer with, what they rather hold. You know what I mean? Because I know for us in crypto, we wouldn't mind just buying Solana directly. Right? But for others
[1:19:05] J Pilla @JPilla925: Yeah. Yeah.
[1:19:06] DocNooNoo @doc_noonoo: They prefer the ETF route.
[1:19:09] J Pilla @JPilla925: Okay. But... So just to verify, though, because I'm still trying to wrap my head around this. ETFs aren't backed one to one.
[1:19:21] Ryan @Rlad1776: In some cases, they are. If it's a spot ETF, they absolutely are.
[1:19:25] J Pilla @JPilla925: Okay.
[1:19:26] Ryan @Rlad1776: So if you buy iBit, they have to buy a representative share of Bitcoin to represent that share of iBit you're buying.
[1:19:34] Dave @DCBK2LA: A 100%, they have to
[1:19:36] NatNat @Natnatx007: have it. Yeah. So if it's a spot ETF 100% legally, they have to.
[1:19:42] Ryan @Rlad1776: Yeah. And and so the other thing I'll tell you, J Pill, is when you think about ETFs, the the... One of the upsides that they provide is when you think about sovereigns or, you think about pensions, they may have corporate governance that does not allow them to buy the actual asset, but they may want some exposure. Right? And and that's just a a governance issue. Right? Because most of the sovereigns and most of the the, pensions have very strict guidelines as to what they can invest in. I mean, they're generally risk off, risk averse. So a lot of it's treasuries and and stuff that is guaranteed to generate a return over a long period of time, but they may have a vote. And, you know, you gotta look into all of the various different ones as to when they take that vote. And if they change their governance requirements, you know, they may say, yes. We're we're we're okay with, 1% allocation of the entire fund or the entire pension fund, buying into crypto because we see this as an up and coming asset. But they may not be able to actually buy the actual thing. Right? So they can buy a representative of it, which would be an iBit or a Beta or, you know, whatever it might be. I mean, there's there's a lot of funds out there that have bought MicroStrategy, because it's not actual Bitcoin. Right?
[1:21:25] NatNat @Natnatx007: Right. So anything that futures related, so, like, BITO, for example, anything futures related, legally, they're not required to be backed one by... One to one because they're futures derivatives. So, Jepala, you do have a point there. Not all of them are back to back spot. Legally, they do have to have it back to back... Backed one by one, one to one. But the futures, no.
[1:21:51] Dave @DCBK2LA: That's how Wall Street gets you, ma'am. The fees on fees on fees on fees on fees. That's how
[1:21:58] J Pilla @JPilla925: it works, bro.
[1:21:59] Dave @DCBK2LA: Like, they're gonna fee you to death. Love it.
[1:22:03] J Pilla @JPilla925: Okay.
[1:22:03] Dave @DCBK2LA: Yeah.
[1:22:04] J Pilla @JPilla925: Yeah. This is my this is my... I'm sorry. I apologize. I'm still learning. You know what I mean? You're I've been in it for a minute, but it's stupid. So I've been paying attention to Kronos just because everybody consider... Considers it a dead coin. And I've been watching what crypto.com has been doing on the, like, legal side, kinda setting themselves up. And that made me pay attention to the coin, whereas I thought because the coin shit in my personal opinion. But the more I see what they're doing, they just did, like, an an app. It's called, like, alt app or some shit like that. And it's more focused towards, like, Gen z, which in a sales point, this is... I'm just going through, like, my personal reasoning, my my thoughts about it. In a sales point, like, it's not a it's not a bad group of people to go after, especially with how the government... Or not the government, but the economy is and how it's damn near impossible to buy a house. I get that. But I was just wondering because I know that they're doing an upgrade, which isn't as big as, you know, Solana dropping from twelve point whatever seconds down to a 150. But I know that they're dropping their speed, And they've... The... And it's cheaper than most. What do you guys think about that? Like like, I want real opinions. Like, talk shit? 100%. I just wanna know what you guys think.
[1:23:52] DocNooNoo @doc_noonoo: What was the token?
[1:23:55] J Pilla @JPilla925: Cronos. It was the crypto.com.
[1:23:58] Dave @DCBK2LA: Yeah. I'll tell Cronos. I'll tell you this.
[1:24:00] J Pilla @JPilla925: Yeah.
[1:24:01] Dave @DCBK2LA: I... We have a buddy that's in my group chat, okay, who... His his sole investment philosophy is I wait to see everything down 99%, 96%, 98%, and then he goes, like, bottom, like, bottom fishing. Right? So it's like, are these things actually dead? Are they not? And, dude, like, he's been super successful at it. Like, most recently, he did it with basic attention token. He did it with Filecoin. Like, the ones that still have viable businesses, right, that are still out there, right, like, doing stuff, offering stuff, still... Like, Brave Browser's still there. They're still giving BAT rewards. Now they came out with a... I don't know exactly what it was, but you just need one little piece of either news to kinda just jump start some stuff, and people like 98, 99%. These dude's still around? Oh, shit. Who knows? But... Dude, Kronos, if if... And I don't know much about Kronos chain, but I'm... Like, that's that's the c... That's the CRO chain. Yeah. Right? Like, that's, like, the the c r... The Correct. The the exchange. This is the guy also... Maybe this doesn't give anybody confidence, but this is the guy also that went out and bought... You guys remember he did that Super Bowl spot where everybody was registering AI domains? Remember that shit? I was I was one of those dummies anyway. But but regardless, like, he's spending money like crazy. These guys were tons of money. So I don't know. I... There's no way I can even weigh in on something like this, But I will say on the philosophy of investing in the ones that you think may have bottomed out, might not be a bad idea to just keep an eye on a lot of those, bro.
[1:25:37] Ryan @Rlad1776: So, Pillar, let me ask you a question. So Kronos, that's crypto.com. Right?
[1:25:45] Dave @DCBK2LA: Yeah. Correct.
[1:25:46] Ryan @Rlad1776: Okay. So so I got three questions. Number one, what utility does it provide? And and
[1:25:56] J Pilla @JPilla925: So as of right now, they have the governance token or governance side of it, but they kind of lost... Well, the people that actually bought into it lost faith in that because they didn't unburn, which I didn't even know was a possibility. But they did a quote, unquote unburn and brought back 7,000,000,000 Okay. Tokens. And it...
[1:26:25] Dave @DCBK2LA: How do you unburn? You just reissue tokens? Unburn. That's even... That sounds even worse than it is.
[1:26:30] J Pilla @JPilla925: Right. That's exactly that's exactly what I'm saying. Is that right now, like, the overall
[1:26:38] Ryan @Rlad1776: Well, they did the unburn because
[1:26:41] J Pilla @JPilla925: Yes.
[1:26:42] Ryan @Rlad1776: Trump... The Trump Organization divested. Right? That's why they did that.
[1:26:47] J Pilla @JPilla925: No. No. No. I was... This was before that. No. I promise you. I've been I've been following. The reason that they did it is because I think that they needed more fake money, basically, to invest into new things and kind of rebrand, which is what they did with their their DeFi side of it going into the... The equity. Of
[1:27:14] Dave @DCBK2LA: How much money is on how much money is on that chain?
[1:27:19] J Pilla @JPilla925: Think it's, like, 5 or something like that.
[1:27:24] Dave @DCBK2LA: Stables?
[1:27:28] J Pilla @JPilla925: Well, they have a... So they have a stable coin. They have a USD. They made a partnership with USDC. So they have their own wrap USDC. Like, I
[1:27:40] unknown (Voice H): don't know
[1:27:40] J Pilla @JPilla925: if that's U S D C Dot E. And here, look. This is just for all bullshit aside. I fuck with the main coin. I'm not gonna sit here and chill it because that's not what I'm here for. I'm more here for learning this. But we started out with Cronos, and just the moves that they were making, we were like, this is bullshit. And we started opening up bridges, and we bridged to, like, Solana and base and, you know, other chains of Robin Hood. And I'm just kinda wondering, like, what the overall sentiment was for Kronos. But Yeah. So he gave it.
[1:28:20] Ryan @Rlad1776: Yeah. That... That's kinda what I'm getting at. Like, I I know you're... So I will just tell you the way I look at it. They did that unburned because they knew that they needed to have liquidity when the Trump organization, divested themselves. Right? So it was before the announcement came out. Just hang on one second.
[1:28:44] J Pilla @JPilla925: They did. Okay.
[1:28:46] Ryan @Rlad1776: And and and they needed to have liquidity to be able to accommodate that, number one. Number two, what, real world problem or what product market fit do they solve? They have crypto.com, which is a platform, right, that a lot of people use. But the third question and the most important question I think everybody needs to ask themselves, and it's the one I ask myself every day, and I've gone hard degen in over the last three months, three to five months. How do they generate revenue? And if you can answer that question and they're generating revenue, it's probably not a bad play at Bob, like Dave said.
[1:29:27] NatNat @Natnatx007: I absolutely love what you what you said. Right? Because I I did some research on on crypto.com not too long ago, and the last official revenue that they were able to mention was in 2024. There has been not... No official statements regarding any official revenue since then. Not saying that that cannot change. Right? But definitely something to keep in the back of our minds.
[1:29:55] J Pilla @JPilla925: So so, basically, what they're doing is crypto.com never really claimed Kronos like like BNB, like Binance did with their BNB coin, which is
[1:30:09] Dave @DCBK2LA: The price action problem. Didn't seem like it, bro. It didn't seem like it
[1:30:13] unknown (Voice H): at all. Yeah.
[1:30:16] J Pilla @JPilla925: Now there's not a lot going on, but they hired a new CEO directly in charge of Kronos, and they started a new app. I don't know. They rebranded it, which makes me feel kind... Kinda nervous because they had Monaco before, and then it went to Kronos. And they fucked people there, And they fucked people on the 70,000,000,000 unburned. Those are two big strikes in my book. But they do have the old app now, which they just dropped. So it's in its, like, infant stage. But they basically took the same method as hyper liquid, and they're using that. So they have... On the old app, they have, like, what is it, like, stock. So they're... Well, not in America, but they're bringing perps. But as of right now, they have... What is it? Like, the betting thingamajig, the... I forget what it's called.
[1:31:24] Dave @DCBK2LA: Prediction markets?
[1:31:26] J Pilla @JPilla925: Prediction markets? Yeah. So they have prediction markets. They have spot trading, and they have, like, 40 x on purpose, but the purpose isn't here. It's only in Europe. So I've been watching them on a daily basis. I set myself up with with Gemini to send me daily notations of what's going on with how much they're how much they're making. Everything that they make goes back into buy and burn. So that's why I'm looking more into seeing what you guys know about it, but it seems like nobody... It's
[1:32:06] Ryan @Rlad1776: saying From a pure TA standpoint, Pilla, I would tell you fifty four fifty. You wanna look... Or point point zero five four.
[1:32:18] Ryan @Rlad1776: You know, look for a sweep of that. K. Below that, you're looking at point zero four five. Nat, you can back me up here like I'm new TA guy, but, you know, those are the lows. You see a sweep of lows lows. But just remember, when you buy a meme coin or or a token in crypto, just because it's gone down 99% from where you buy it doesn't mean it can't go down another 99%. So
[1:32:49] J Pilla @JPilla925: Yeah. Yeah.
[1:32:49] Ryan @Rlad1776: Just keep that in mind. Yeah. If I'm gonna buy if I'm gonna buy that, right, I'm maybe start scaling in if the narrative starts to change somewhere around point zero five five. And maybe I double up or triple up my position. It's somewhere around point zero four five. And then if we get a bounce from there and they have a good narrative and a good message, you know, you may have some significant upside.
[1:33:16] NatNat @Natnatx007: Lose point zero four five, be ready for another 50% down.
[1:33:19] J Pilla @JPilla925: Yeah. Yeah.
[1:33:20] Dave @DCBK2LA: Slush. Yep. Pillow, shoot me a... Yeah. Shoot me an... Shoot me a DM real quick on this account. I'm gonna send you a... You need to come over and play on the perpetual future side, bro. Like, you a good time with us d gens on this side, bro. Forget the meme coins for a little bit. How'd I do there, Did I do okay? With
[1:33:39] J Pilla @JPilla925: you now. Well, I gotta up... I gotta upgrade. I sent you a I sent you a follow or whatever, but I I need to upgrade to send you a message. But I I tried.
[1:33:57] Dave @DCBK2LA: Just sent you. I got you. I just sent you the DM. Milo, go ahead.
[1:34:00] J Pilla @JPilla925: Okay. Cool. Awesome. Yeah. Yeah.
[1:34:03] Milo @0dteSPY: So Pro Pro is tied to their credit card back in, like, 2122. You had to stake it, and when you staked it, it gave you higher tier rewards. That was part of the reason why most people had it. Once they started changing the conditions on that and then some exploits, whatever, it dumped. If it's still within the top 100, you have a chance. That's my take.
[1:34:27] Dave @DCBK2LA: Nice. Good take. Okay, guys. Heads up. Yep. My... I see your hands up again. My... Was that... You wanna say the mouse, or that's just stuck up there?
[1:34:38] Milo @0dteSPY: It's a phantom.
[1:34:39] Dave @DCBK2LA: The old phantom hand.
[1:34:43] J Pilla @JPilla925: He just wanted a hot pot, dog.
[1:34:46] Dave @DCBK2LA: Yeah. Exactly.
[1:34:46] DocNooNoo @doc_noonoo: High five. High five. High five.
[1:34:50] Dave @DCBK2LA: Okay. Hold on. I'll put... Yeah. High five. High five. High five. Okay. So, guys, I'm making an update to the site also. I figured you guys gotta be able to just talk to, like, the ATC bot, right, which is Grok. Also, I need a name. Do you guys like the name ATC baby? Like, do we need to name it something else? Do we need to name it just ATC and leave it that way?
[1:35:13] DocNooNoo @doc_noonoo: So definitely not ATC baby.
[1:35:16] Dave @DCBK2LA: Fair enough. I decide. Please
[1:35:17] unknown (Voice H): hold on.
[1:35:21] DocNooNoo @doc_noonoo: Whatever I'm cool you guys are saying.
[1:35:23] Dave @DCBK2LA: What the hell, bro? This is... Come on. DocNooNoo, you came up for a reason. What was the reason?
[1:35:30] DocNooNoo @doc_noonoo: Because you're about to close the space.
[1:35:32] Dave @DCBK2LA: Unbelievable. I knew it. You see how they torpedo me? Do you have a name at least? Right? You like the mic drop name. Great. You have a name for this?
[1:35:39] DocNooNoo @doc_noonoo: AT DocNooNoo.
[1:35:41] Ryan @Rlad1776: Unbelievable. I always call it Knickerbocker.
[1:35:46] DocNooNoo @doc_noonoo: Wow. Why? Is there a show tomorrow?
[1:35:50] Dave @DCBK2LA: Are you are all launching one? There is a show tomorrow. Yes.
[1:35:55] J Pilla @JPilla925: What would the name opening it
[1:35:56] Moni @monitalan: because I think Landy couldn't do it tomorrow. That's why the question is coming.
[1:36:01] Dave @DCBK2LA: Yeah. Gotcha.
[1:36:02] Moni @monitalan: Ryan, are you opening it? Are you creating the space, or do you need me to?
[1:36:05] Ryan @Rlad1776: No. No. I I got I got silenced to death, so I am no longer in the running.
[1:36:11] Dave @DCBK2LA: Wait. What happened? Why have you why have you not been showing up
[1:36:14] DocNooNoo @doc_noonoo: recently? No. Ryan I have
[1:36:16] Ryan @Rlad1776: been I have been here every day, Dave.
[1:36:19] Dave @DCBK2LA: But for the week, I know that. Fair.
[1:36:21] DocNooNoo @doc_noonoo: So Ryan is hosting tomorrow. Wow. No. I know.
[1:36:24] Ryan @Rlad1776: I I said... I I threw my name out, and I got silenced to death, and silence is going. And so that's crazy.
[1:36:33] Dave @DCBK2LA: No one replied.
[1:36:35] DocNooNoo @doc_noonoo: Oh, no. No. Silence.
[1:36:37] Dave @DCBK2LA: It's like it's like when we boot alpha gamer and opened up the, the salad bar that
[1:36:41] DocNooNoo @doc_noonoo: Yeah. Remember when we were throwing tomato
[1:36:43] Ryan @Rlad1776: on I thought I was no longer a, a probie, but, apparently, I'm still on probation.
[1:36:48] unknown (Voice H): That's So why I I I I kept my lot in life.
[1:36:52] DocNooNoo @doc_noonoo: David The
[1:36:52] Dave @DCBK2LA: PFP made the website. What do want me to tell you? Come on. What's going on?
[1:36:56] NatNat @Natnatx007: David, David, I am very interested in hearing mister Ryan Ladd host an ATC space. So I'm down for him to host an interview. Tomorrow. Right? Yes. There you go. In fact,
[1:37:10] Ryan @Rlad1776: I've never I've never actually hosted a space.
[1:37:12] NatNat @Natnatx007: Oh, first time for everything. Let's go. Alright. 05:30 sharp. Okay? 05:30 sharp.
[1:37:19] Ryan @Rlad1776: Don't even know how to do it.
[1:37:20] Dave @DCBK2LA: And you have shoes on, bro? It's it's not gonna be good for you. I'll tell you right now. If your shoes are on, it's a... I'm telling you, don't do it. I saw a gamer came up, of course, obviously, at the end, right, when I need to go eat dinner. You guys love stalling my dinner. Alpha gamer, you made the site too. I need a bio from you as well. What's up, bro?
[1:37:40] AlphaGamer @AlphaGamer_sats: Yo. What's up? It started raining all of a sudden. So I'm, like, probably gonna lose connection. But, I'm sure you guys went over the important twenty year bond auction, that's gonna affect, everything. Right? Right, Ryan? You guys covered the twenty year auction?
[1:37:58] Ryan @Rlad1776: No. I'm not allowed to talk about your back.
[1:38:01] DocNooNoo @doc_noonoo: Who said that? Backhands, everybody. Nobody said that.
[1:38:03] unknown (Voice H): The wrong
[1:38:04] DocNooNoo @doc_noonoo: space. Nobody said Wrong space. Right? Y'all are literally making shit up. Let me
[1:38:08] Ryan @Rlad1776: about the 750,000,000? See, I know
[1:38:10] unknown (Voice H): what you're talking about, bro, but I'm
[1:38:11] AlphaGamer @AlphaGamer_sats: not willing to I'm
[1:38:12] Ryan @Rlad1776: not willing to bring that shit up and get even more intrigued.
[1:38:16] DocNooNoo @doc_noonoo: Hold on. Hold on. Hold on. Hold on. Oh. Wrong space.
[1:38:18] AlphaGamer @AlphaGamer_sats: I mean, it does affect all of our risk assets.
[1:38:20] DocNooNoo @doc_noonoo: Yes. It does. But
[1:38:22] Ryan @Rlad1776: because there's mad and there's madderer. Just FYI. And I don't wanna be madder. I I don't want anybody to get matterer. Natalie, shut these up.
[1:38:31] AlphaGamer @AlphaGamer_sats: I thought you were their macro guy.
[1:38:34] NatNat @Natnatx007: Everybody everybody hold on. Everybody calm down. Okay? Calm down,. We don't wanna hold David back. He has to go to dinner. And this... Okay. Okay. Because this conversation is very important. Right? So, David, do you wanna run it today, or do we run it tomorrow while Ryan Ladd hosts his his first space on ATC tomorrow at 05:30 sharp?
[1:38:56] Dave @DCBK2LA: I mean, we might have an empty room if that's what you start with. Ryan, maybe you finish with that, I feel like.
[1:39:02] Ryan @Rlad1776: But Wait.
[1:39:02] Dave @DCBK2LA: I got confidence.
[1:39:03] Ryan @Rlad1776: Am I am I really doing it?
[1:39:05] NatNat @Natnatx007: Yes. Are really doing it. Yes. Okay. You are.
[1:39:08] Ryan @Rlad1776: I don't even know how to start a space. Do we
[1:39:10] DocNooNoo @doc_noonoo: Well, you're... We're about to find out.
[1:39:12] unknown (Voice H): You're the... You're the right.
[1:39:14] J Pilla @JPilla925: That's yeah.
[1:39:17] Dave @DCBK2LA: You want Milo as a cohost? We'll we'll really make it fun. You know? So
[1:39:22] Ryan @Rlad1776: so, Milo, you're gonna be my cohost, and, we're not gonna let Dave up. Okay?
[1:39:27] AlphaGamer @AlphaGamer_sats: Yes. Yes. Definitely.
[1:39:30] NatNat @Natnatx007: Are the inmates Just remember to keep the f words to a minimum because we want the kids to come back and listen to this at the right time. Okay?
[1:39:36] Dave @DCBK2LA: Yeah. And we're trying to get sponsors, though. You have to really listen to this. Okay? The tech has finally caught up to where, hey. You know what? Maybe we have a little bit of a lead in front of, like, some of these other shleppy wolf terminals, whatever. You know what they don't have? AI insight. They don't have real time AI where you can talk to the space history.
[1:39:56] Ryan @Rlad1776: Right. Right. And now now I'm gonna have to go do some work. Like, I'm
[1:39:59] DocNooNoo @doc_noonoo: gonna Well, yeah. Put an
[1:39:59] Ryan @Rlad1776: outline. Gonna a
[1:40:01] J Pilla @JPilla925: talk it
[1:40:01] DocNooNoo @doc_noonoo: to you. Absolutely. You gotta go prepare? Appreciate what we do
[1:40:05] unknown (Voice H): a little bit more, Aliyah.
[1:40:06] NatNat @Natnatx007: It's it's so official, Ryan. Matter of fact, I'm making a post about it right now. That's how official it is.
[1:40:12] Milo @0dteSPY: So cursing or no cursing?
[1:40:14] DocNooNoo @doc_noonoo: No. No cursing. No cursing. Oh my
[1:40:16] Dave @DCBK2LA: god. No cursing. Trying to get money here. Okay? No. Just know. You could do it for a day. Okay? One day. I also wanna tell you guys, Monica, is that your hand up late also? Because it's...
[1:40:30] DocNooNoo @doc_noonoo: Yeah. Because I just have one quick thing.
[1:40:32] AlphaGamer @AlphaGamer_sats: Go
[1:40:32] Moni @monitalan: ahead. Because that... So I don't know if you guys have seen. We totally should pitch Kraken to be a sponsor because they currently have an HBAR competition. The price will start at a 200,000 h bar and grows f... Each time the community trading volume reaches a milestone up to 2,300,000 h bar. Once a milestone unlocks, it stays on locks, see the latest milestone. So you can enroll. Nat, you haven't talked about this. We should totally go after Kraken because that's where we could put the... Any penalty. Absolutely. You know, can see a partnership coming with the amount of fines that we've been able to owe. My goodness. Yes, Monica. This was great. I will reach out to the team as soon
[1:41:14] Dave @DCBK2LA: If as you think we're joking, right, we might come up with some funky reward system, right, for all your all things crypto dot e n s sub, sub domain names, which means you might have to connect a wallet, which means we might deduct you for fines. You understand? We authorize, I don't know, maybe 10 or $15 on the USCC side next... Or on the HBAR side. Excuse me. Next thing you know, you drop an f bomb. Cha ching. ATC cash...
[1:41:41] Ryan @Rlad1776: Yeah. And I'm making a rule on my show. It's 1.5 x HBAR per curse.
[1:41:48] NatNat @Natnatx007: I think they really don't grow.... Sure about that, Ryan, mister Because I'm
[1:41:53] Ryan @Rlad1776: I'm I'm getting up right now. Give me a break. Come on.
[1:41:55] unknown (Voice H): My fault.
[1:41:56] Ryan @Rlad1776: You see exactly Somebody somebody just hit somebody just hit
[1:42:00] Dave @DCBK2LA: me up. Yeah. Yeah.
[1:42:01] Ryan @Rlad1776: Somebody just hit me up for a a director of growth strategies at Kraken, and they said I should apply. Like, they're they're growing, so we need to get them as a sponsor. Let's go.
[1:42:13] NatNat @Natnatx007: Yeah. Somebody's baby daddy hit me up too. And they said BD, so I'm just assuming they didn't say exactly what the BD is.
[1:42:23] Dave @DCBK2LA: That's got baby daddy's hitting her up. Yes. No. No. Go ahead, please.
[1:42:27] DocNooNoo @doc_noonoo: POAPs. Can we have POAPs? I want POAPs.
[1:42:30] Dave @DCBK2LA: If you wanna make
[1:42:30] DocNooNoo @doc_noonoo: They don't exist anymore. They died. It's
[1:42:33] Dave @DCBK2LA: Thank god.
[1:42:34] DocNooNoo @doc_noonoo: What do you mean? What do you mean?
[1:42:36] Dave @DCBK2LA: Thank god.
[1:42:36] DocNooNoo @doc_noonoo: The platform was, yeah, the platform has been sunset. Okay. But we can make our own. We can get one go. Yeah. Yeah. You're right. Did you guys did you guys talk about railway... The railway compromise? I mean, I don't know if anyone cares.
[1:42:49] Dave @DCBK2LA: No. We also missed the McDonald's fine dining story that Milo brought up, which I thought was amazing.
[1:42:54] DocNooNoo @doc_noonoo: I know
[1:42:55] Dave @DCBK2LA: if missed that one.
[1:42:56] NatNat @Natnatx007: And the Pokemon trough. Have a lunch? The Pokemon trough being robbed. Who robs Pokemon cards? Who robs Pokemon cards?
[1:43:02] J Pilla @JPilla925: What do you mean?
[1:43:03] Dave @DCBK2LA: That's probably more more lucrative than
[1:43:05] NatNat @Natnatx007: No. Dude, no. You're right. You're right. But why?
[1:43:09] Dave @DCBK2LA: Money? What do you mean why?
[1:43:10] DocNooNoo @doc_noonoo: Money. And put right outside of
[1:43:14] unknown (Voice H): Yeah.
[1:43:14] NatNat @Natnatx007: But they can track they can track the the the PSA labels. Right? Right? So if it's Yeah. But people don't realize that.
[1:43:21] unknown (Voice H): Don't you
[1:43:21] Dave @DCBK2LA: don't talk about that? Come on.
[1:43:23] AlphaGamer @AlphaGamer_sats: Oh, you have two shits about Matt Matt, check your DMs.
[1:43:27] Dave @DCBK2LA: Imagine you had to wait eight months for a card. Like, you thought it was three initially, but then it was, like, 5, but then it's, like, 6 and eight. You're like, okay. Fine. I'm finally getting my card. And you have to pay, like, five times the amount of money, but you did it anyway because you thought that your $75 MJ was one day gonna be worth $70,000,000. Guess what? You're beat. You're beat now. You're Alright.
[1:43:49] AlphaGamer @AlphaGamer_sats: I'm I'm just letting you
[1:43:51] J Pilla @JPilla925: guys know. If I start a
[1:43:52] Ryan @Rlad1776: space tomorrow, nobody shows up.
[1:43:55] AlphaGamer @AlphaGamer_sats: Oh, that's that's that's me. That's
[1:43:56] Ryan @Rlad1776: I'm unfollowing all of
[1:43:58] DocNooNoo @doc_noonoo: you. No. I'm gonna sit there. I'm gonna sit there.
[1:44:01] AlphaGamer @AlphaGamer_sats: You think Gotta be jacked up.
[1:44:02] Dave @DCBK2LA: In the deck.
[1:44:03] DocNooNoo @doc_noonoo: Oh, this is so good.
[1:44:04] Dave @DCBK2LA: You think first space, it was packed with people clamoring, fans everywhere? You think chicks were throwing their bra and panties up on stage over here, bro? Fine.
[1:44:13] DocNooNoo @doc_noonoo: Do they do that now, really, though? Oh, course they do.
[1:44:16] Dave @DCBK2LA: Yeah. But it was not that way. It never used to be that way. Doesn't start that way, Ryan. You put your time in. Okay? It's a very different ballgame, son.
[1:44:27] NatNat @Natnatx007: And there's a lot of preparation that goes behind the scenes. Okay, Ryan? So just prepare.
[1:44:32] Ryan @Rlad1776: I know. I I literally just put in... I took the day off tomorrow. Like, I'm
[1:44:36] Dave @DCBK2LA: starting Yeah. Thank you. That's mutual respect. We appreciate that even though I know you're lying. My last still?
[1:44:42] Ryan @Rlad1776: The last p is usually around 04:30 in the morning. That's good. So that's when I'm gonna start writing my notes.
[1:44:48] Dave @DCBK2LA: Let me let me tell you. Let me give you a big piece of advice. Do not pull a landy and just monologue the whole shit. Okay? We got we got high hopes for you, bro.
[1:44:57] unknown (Voice H): Don't monologue the whole shit.
[1:44:58] NatNat @Natnatx007: You gotta tell us, like, what we think about the story to let us tie things.
[1:45:01] Dave @DCBK2LA: You gotta, like, do... You know, you gotta... You're the floor general. You what I'm saying? You gotta be the you gotta be the guy. Dave, I
[1:45:08] Ryan @Rlad1776: got it. I I promise I will make you proud.
[1:45:11] Dave @DCBK2LA: Be almost confident.
[1:45:11] Ryan @Rlad1776: None of you show up and you're all in the grease traps, I'm gonna be really pissed.
[1:45:15] DocNooNoo @doc_noonoo: No. We we
[1:45:16] unknown (Voice H): we might.
[1:45:17] DocNooNoo @doc_noonoo: We might. I'm just saying we know you. I I actually have work, but I'm getting huge FOMO. And, also, can we get Milo to host a show one day? Yeah.
[1:45:26] Ryan @Rlad1776: No. Milo Milo is my... He... He's my ride or die boy. Guys, Guys, we're trying as cohost. Let's go.
[1:45:33] Dave @DCBK2LA: Listen to me. If you guys literally torpedo my efforts, okay, of going out finally and getting sponsors because we have the tech, everything is lining up. The wings
[1:45:45] DocNooNoo @doc_noonoo: We got the exposure now too.
[1:45:47] Dave @DCBK2LA: Yes. Yes. Yes. Grock is gonna be telling everybody, go to ATC. There's so many Grock bots now. Go to ATC when they ask what spaces shall you go to. They don't wanna come hear the retards person.
[1:46:00] NatNat @Natnatx007: Ryan, I I will say I will say if you... If the space if the space opens up at 05:32, you're both fired, you and Milo. Okay?
[1:46:09] Dave @DCBK2LA: That's the first time she's ever said that, actually. Thank you, Natalie, for
[1:46:12] Ryan @Rlad1776: holding me. Eastern.
[1:46:15] Dave @DCBK2LA: Yes. 05:30.
[1:46:17] NatNat @Natnatx007: Yes. So, like, five twenty nine, fifty nine seconds. You got a finger on the I got you. Okay.
[1:46:22] unknown (Voice H): I'm old.
[1:46:23] Ryan @Rlad1776: I'm I'm I'm old, Nat. Like, I I show up for stuff early. Let's go.
[1:46:28] Dave @DCBK2LA: Ryan, if I... If I'm you, Ryan, like, I'm I'm talking to every AI on the planet to understand that has read every, like, x help doc of, like, the ins and outs of Twitter spaces. I would help you, obviously, but, obviously, I'm extremely busy.
[1:46:42] NatNat @Natnatx007: Ryan, you're you're gonna extremely busy. Right. Right. Right. Ryan, you're gonna do a great job because you already cohost the world spaces, and you do a really great job at cohosting. Now you got this. It's just a diff... The only difference now is, you know, you're the the main person now, not
[1:46:58] Dave @DCBK2LA: Don't let it go to your head, bro. I don't
[1:47:00] DocNooNoo @doc_noonoo: Don't rug us. Don't rug the purple pill from us either.
[1:47:04] Ryan @Rlad1776: Am I am not from... You guys do the show. I can't believe
[1:47:07] DocNooNoo @doc_noonoo: I'm doing this tomorrow.
[1:47:08] Ryan @Rlad1776: Like, I'm really
[1:47:09] DocNooNoo @doc_noonoo: You gotta keep that mentality. You can do it.
[1:47:11] Dave @DCBK2LA: That mentality. Keep that mentality, but you're gonna be And
[1:47:14] AlphaGamer @AlphaGamer_sats: you got the power of the mute button.
[1:47:17] Dave @DCBK2LA: Don't listen to this guy. Listen. It's all about what what friends you surround yourself with. Okay, Ryan? Make sure you choose your circle wisely. I chose cool. Who's coming to cool? Literally murder everyone. Okay? I chose... Now we chose Natalie. Who's coming to Natalie? A Wonder Woman. Nobody.
[1:47:36] Ryan @Rlad1776: Hey. I'm I'm born and raised in Jersey. How bad can it be?
[1:47:40] Dave @DCBK2LA: Yeah. That's what I said. I said Brooklyn. If I didn't have those
[1:47:44] NatNat @Natnatx007: two, might not be. Married to a sniper. You got this. You got this, Ryan.
[1:47:48] AlphaGamer @AlphaGamer_sats: I guess I guess the Jersey Shore is gonna show up then. Cavs are here.
[1:47:53] Ryan @Rlad1776: No, man. Anything below Exit 14 on the Turnpike is... That's Philly. So That's true. Yeah. I got you, bro. I got you. I'll make you proud. I promise. Like I I I kinda do this every now and then when I close big deals. Like... Yeah. I I
[1:48:11] NatNat @Natnatx007: You got this. We believe in you, Ryan. We believe in you.
[1:48:14] Dave @DCBK2LA: Let's go. It'd be even better if you showed up with a sponsor. Yeah. We might even consider having you back. If you showed
[1:48:19] unknown (Voice H): up before, like,
[1:48:20] Dave @DCBK2LA: beforehand with a sponsor in hand, Ryan, or if you wanted to sponsor, let's say. I'm not opposed to, you know, paid hosting gigs. You know I'm saying?
[1:48:27] DocNooNoo @doc_noonoo: Like No pressure.
[1:48:28] Ryan @Rlad1776: I gotta figure out which one of my reps, I can have expense at. Let me, let me work on that.
[1:48:35] Dave @DCBK2LA: Is that perfect? Exactly. Tell him I'm taking this guy out for lunch. Meanwhile, you're taking me mad and cool.
[1:48:40] AlphaGamer @AlphaGamer_sats: Actually, you know, that's pretty smart if you could write it off. Know? That's pretty smart.
[1:48:44] Ryan @Rlad1776: Yeah. I mean, that's one of the upsides to, like, moving up in an organization. You just tell everybody underneath you, nope. That's on you. Oh, $50,000 in Vegas for a client party? Yep. That needs to be distributed amongst all your reps, and it ultimately comes up to me, and I approve it anyway. So let's go.
[1:49:05] J Pilla @JPilla925: Unbelievable.
[1:49:06] Moni @monitalan: By the way, guys, and so far is back, Kaito had good rewards today for campaigns.
[1:49:10] J Pilla @JPilla925: So I'm
[1:49:11] DocNooNoo @doc_noonoo: excited. Don't say
[1:49:12] unknown (Voice H): it. Oh my god.
[1:49:14] DocNooNoo @doc_noonoo: Pillow, please, you can't come. Back. Kaito's back.
[1:49:16] Dave @DCBK2LA: Yeah. Kaito's back. Yay. Pillow, you could come at a more opportune time. Go ahead.
[1:49:20] J Pilla @JPilla925: Hey. I got the perfect name. Peter Wisdom. For? Pete... For... You were asking for a name. Peter Wisdom. Who is Peter Wisdom? Peter is the guy who has zero superhero abilities that was in Deadpool two that became a superhero.
[1:49:39] Dave @DCBK2LA: Yeah. The guy with the mustache. The guy that
[1:49:42] J Pilla @JPilla925: Peter Winston.
[1:49:43] Dave @DCBK2LA: Chopped up when he went in the in the parachute, and he went to, like, the wood wood chopper.
[1:49:47] J Pilla @JPilla925: No. Oh. No. He lived... No. He lived throughout the whole thing. Peter never died, dude. Peter was the... He was the nobody that became somebody. When everybody was, like, jumping out of the plane and, you know, dying, he did... No. He lost his arm. He did lose his arm. But that's because he was trying to help out that one guy. But, anyway, that was just... I thought that was a funny play just for the simple fact that, you know
[1:50:16] AlphaGamer @AlphaGamer_sats: Ah, it was the lady luck girl. Yeah. She's the one that survived the
[1:50:21] J Pilla @JPilla925: whole thing. The lady Domino. Cocaine and
[1:50:23] Dave @DCBK2LA: shit. Yeah.
[1:50:24] AlphaGamer @AlphaGamer_sats: With lady luck.
[1:50:25] Dave @DCBK2LA: Domino. Yeah. There you go. There
[1:50:29] J Pilla @JPilla925: you go. Anyway anyways, I just I just I just thought of Peter for some strange reason. I thought that she would be funny because... That's good. It was it was a pleb, and then it became a superhero.
[1:50:42] Dave @DCBK2LA: I mean, listen. Like, we're we're not... This this robot is not a pleb. This agent is the agent of agent of agents. Okay? This is this is the agent that will reign supreme over all of Twitter spaces. Lurkey couldn't do it. You know who could? ATC. That's it. What
[1:51:02] J Pilla @JPilla925: about that? That's it. What about Yeah. About the AI that... And I don't know how I...
[1:51:11] AlphaGamer @AlphaGamer_sats: Ultron.
[1:51:12] J Pilla @JPilla925: Ultron. Ultron. That's one. No. Yeah. Guys. Yes. No. I was talking...... To what
[1:51:17] Dave @DCBK2LA: I'm saying.
[1:51:17] J Pilla @JPilla925: I was talking about I was talking about the one that Iron Man, his guy that he always goes to.
[1:51:23] Dave @DCBK2LA: Jarvis. Everybody knows Jarvis. There's so many Jarvises out here. No. Too commercial. Too commercial. We Peter Wisdom. That's
[1:51:32] J Pilla @JPilla925: that's what I'm
[1:51:32] Dave @DCBK2LA: Peter Wisdom.
[1:51:33] J Pilla @JPilla925: Well Peter Wisdom.
[1:51:34] Dave @DCBK2LA: I don't wanna hurt your feelings. You're new here. I'll tell you we'll consider it, J. Pillow.
[1:51:37] J Pilla @JPilla925: No. I
[1:51:38] Dave @DCBK2LA: just But we will. We
[1:51:39] J Pilla @JPilla925: will No. Feel feel free to tell me to shut up.
[1:51:44] Dave @DCBK2LA: Nah. Because I won't
[1:51:45] J Pilla @JPilla925: tell you.
[1:51:45] Dave @DCBK2LA: I won't tell I won't tell you that, but I can't tell you. There's no fucking way we're calling to Peter Wisdom. But I... You know, it is what
[1:51:50] unknown (Voice H): it is. I appreciate the
[1:51:51] Dave @DCBK2LA: I appreciate I appreciate the suggestion. But that's it. Guys, that's it. Shut up over. Everything's going up on... I'm updating the website literally right now. You're gonna have a chat box right when you get there. I might institute voice. We'll see. I don't know if you guys are worth it just yet. If we get some valuable info, please also do me a favor. Put your emails in the email box. We have an easy way now to now develop the newsletter here. It can be totally automated. Grock makes this shit so simple. Right? And you know what that'll allow us to do? Go out and get more sponsors. Milo, you fuck this up for me tomorrow. I swear to god I will kill you retard.
[1:52:27] DocNooNoo @doc_noonoo: We really need that deal with Kraken.
[1:52:31] Milo @0dteSPY: So you want me to drink a bunch of energy drinks and then come up?
[1:52:35] Dave @DCBK2LA: No. No. Do not rip whatever lines of g force fucking... Whatever it is. Just don't do that. Okay? Please. I'm starting to go cross eyed right now. My eyes are getting blurry. Guys, oh my god.
[1:52:46] J Pilla @JPilla925: Get yourself, doc. You'll be good.
[1:52:48] Dave @DCBK2LA: Alright. That's it. Appreciate you guys for keeping me twenty three minutes after. I'm gonna go eat dinner. Nat, thank you. Moni, thank you. DocNooNoo, as always. Gamer, appreciate you, Ryan. Good luck tomorrow. You're gonna crush Milo. Fucking retard. J Pillow, it's good to have you, man. And, yo, everybody that was here, go check out the website. Please do me a favor. Give us your feedback. Let us know how you like it. Play around with it. We're gonna upload way more shit and way more transcripts overnight tonight that is gonna go back to the very first day. I wanna set the standard out here for spaces doing this with GrockBot. So appreciate it, guys. We will see you tomorrow. Peace.
[1:53:24] DocNooNoo @doc_noonoo: Bubba.
[1:53:24] Dave @DCBK2LA: Oh, yeah. And the clap is for everybody.